This week the Guidehouse Insights transportation team brings news and discussion of BYD’s new factories in Thailand, repowering trucks with electrification in Europe, simulation for urban digital twins, burning micromobility batteries and new interior safety features of the upcoming Volvo EX90
The Guidehouse Transportation Insights podcast is back after a summer break with some new team members and some fascinating topics. Recent additions to the Guidehouse transportation research team are Mike Austin, Oliver Dixon and Elizabeth Wilson joining Sagie Evbenata, Scott Shepard and Sam Abuelsamid. This the team discusses what Mike learned at the Battery Show in Novi, Mich. Oliver has the latest on electric truck introductions from Volvo and a new pay per use business model from Iveco and Sam visited Cruise and Zoox and went for a ride in some robotaxis.
We’re back after a bit of a break due to scheduling challenges. Joe has news about Nyobolt batteries that use a tungsten-niobium chemistry that is claimed to provide much faster charging capability and improved energy density. Sagie tells us about the latest test that Lime is running with Scooters that feature cameras and AI to determine if they are on the street or sidewalk to manage where they can be used. Sam discusses Ford’s new deal to source lithium iron phosphate batteries from CATL and eventually make them in North America as well as the upcoming 2024 Chevrolet Blazer EV.
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Lime testing sidewalk detecting scooters
The Guidehouse transportation team is back after a bit of a break due to scheduling conflicts. This week, Joe Jannotta has the news of Honda and Sony forming a joint venture to build electric vehicles. Scott Shepard brings us the new Mercedes-Benz eActros electric tractor trailer and megawatt charging. Sagie Evbenata goes back to Honda and its new micromobility venture Striemo and Sam Abuelsamid talks about the NHTSA release of crash data involving driver assist and automated vehicles.
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The Guidehouse Insights transportation research team is back for another discussion of the stories we’ve been following. This week Joe Jannotta has ZipCharge, a portable EV charging solution like a Jerry can with a plug. Scott has news of a modular EV battery swap system being launched by CATL in China and Sagie discusses Tesla’s proposed purpose-built robotaxi. Sam has the production and delivery launch of the Ford F-150 Lightning and other upcoming EVs.
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This week on Guidehouse Transportation Insights, we’ve got news of an expanded electric vehicle partnership between General Motors and Honda focused on more affordable EVs for the masses. Alphabet brings Wing drone deliveries to Texas, UPS trials new 4-wheel electric assist pedal cargo vehicles in London and the UK expanding production and distribution of hydrogen. Finally, we discuss the potential impacts of mandates to end sales of new internal combustion vehicles.
This week, Joe Jannotta discusses the recently announced bidirectional charging and demand response pilot program announced by General Motors and PG&E. Christian Albertson covers the acquisition of Pipistrel and how it might impact future products from Textron’s other aviation brands. Ryan Citron dives into how skyrocketing gas prices are contributing to increased EV sales, especially e-bikes. Sagie Evbenata takes a look at how Nvidia is integrating HD mapping including its recent acquisition of DeepMap into its Hyperion automated driving stack. Sam discusses some of the latest announcements in EV battery production including the just announced Stellantis-LG Energy joint-venture in Windsor, Ontario.
This week on the Guidehouse Transportation Insights podcast Sagie Evbenata discusses London mayor Sadiq Khan’s plan to expand the ultra low emissions zones to eventually encompass the entirety of the British capital. Joe Jannotta brings us the new wireless EV charging trial that Volvo is launching in Gothenburg, Sweden with Momentum Dynamics. Ryan Citron has new developments from micromobility battery swapping leader Gogoro including tests of solid state batteries. Sam Abuelsamid dives into Ford’s reorganization to create a separate business unit for EVs and how it might impact dealers and EV sales.
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On this edition of the Guidehouse Transportation Insights Podcast, Christian Albertson explains the conflict between C-Band 5G deployments and aviation. Joe Jannotta talks about how GM is using its hydrogen fuel cell technology for mobile power generation including on demand charging. Sagie Evbenata shares updates on automated delivery bots from Serve and Nuro. Sam Abuelsamid discusses GM’s massive new investment in EV and battery production in Michigan and how EV sales in the US are progressing.
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GM to invest $7B in Michigan plants
Cox Automotive on US EV sales in 2021
Serve Robotics commercial delivery bot launch
Nuro’s latest airbag equipped bot
90% of aircraft now cleared to land at airports with C-band 5G
The Guidehouse Insights Transportation analyst team is back after a holiday break. This week, Christian Albertson fills us in on the Eviation Alice, a sleek new 9-passenger electric regional aircraft. Ryan has news about Rivian filing a trademark for an electric bike and the prospects for automakers pairing e-bikes with larger EVs. Sagie provides a roundup on TuSimple’s first fully driverless run with one of its automated trucks and Sam highlights some of the announcements from CES including new chips for driver assist and automated driving from Mobileye and Qualcomm and Volvo’s plans to launch automated highway driving Ride Pilot in California.
