The Guidehouse Transportation research team is back to discuss BMW’s big South Carolina electric vehicle investment announcement, the potential impacts of Euro 7 emissions regulations on the European trucking industry, ICAO’s carbon neutral aviation strategy, Shell backing away from consumer hydrogen distribution in the UK and a retrenchment in the US micromobility and delivery bot sector.
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.
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.
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.
This week Scott is out with a bout of laryngitis but Sagie Evbenata has news about new robotaxi pilots in China, Korea and Japan. Ryan Citron takes a look at how Gogoro is testing second life applications for its swappable micromobility batteries. Christian Albertson discusses the emissions from rocket launches and how CO2 could be captured to make rocket fuel. Sam Abuelsamid wraps up with more accelerated EV programs from legacy automakers.
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.
