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.
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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This week Scott Shepard discusses Daimler’s start of series production of the eCascadia semi and Sysco’s order for 800 units. We delve into the challenges of charging big rigs and operating them on longer routes. Note that while Tesla has started taking $20,000 reservations for its semi, there’s no indication of when it will make it to production.
Christian covers the progress that Joby Aviation is making with its eVTOL program and the challenges it faces with trying to get FAA certification for this very new type of aircraft. Finally, Sam dives into expanding pilot deployments of actual driverless automated vehicles with Argo AI this week launching driver-out operations in Miami and Austin. Note that Tesla vehicles still cannot operate as robotaxis and may not ever reach that threshold.
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Argo launches driverless testing
Joby Aviation aims for certification, entry into service by 2024
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.
On this edition of the Guidehouse Transportation Insights podcast, Sagie Evbanata discusses 7-Eleven’s experiments with automated deliveries in California and South Korea. Christian Albertson talks about United’s first passenger revenue flight that utilizes 100% sustainable aviation fuel. Ryan Citron delves into Kawasaki’s move into electric motorcycles. Scott Shepard tells us about Shell’s new partnership with Nio for battery swapping and Sam Abuelsamid describes what GM and Ford are trying to do to make themselves more resilient against future semiconductor supply disruptions.
Welcome to the first episode of the Transportation Insights podcast from the research analyst team at Guidehouse Insights. During the course of our research we track relevant news in our coverage areas and every two weeks we gather to discuss some of the top stories. Scott Shepard, Ryan Citron, Sagie Evbenata, Christian Albertson and Sam Abuelsamid cover the emerging technologies in transportation and mobility including electrification, micromobility, automated driving, and aviation. Subscribe in your podcast listening app of choice to get every episode.
This week we discuss developments in sustainable aviation fuel, drones attacking power stations, BP and Piaggio getting into scooters with swappable batteries for India, the Baidu Moon robotaxi, the Toyota bz4X and Waymo going into Manhattan.
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