This newsletter aims to separate the signal from the noise for making money in all things sustainable transportation: Electrification, mode shift, active and public transit, and mobility aggregation, across both people and goods movement.
This week we have a Deep Dive on 5 Sustainable Mobility Implications of the Russian Invasion of Ukraine.
Disclaimer: This newsletter represents individual thoughts and not those of any employer. I will always disclose when I have a financial relationship with a company cited.
⚡️ California continues to move forward towards some form of mandated vehicle-to-grid by 2030. Utilities and OEMs will both struggle to make the consumer experience as seamless as it needs to be.
🚌 Foxconn has delivered its first electric vehicle: a bus. This is an astute approach by Foxconn to fly under the radar a bit before a subsequent launch into passenger cars.
🚄 California’s high-speed rail project isn’t gaining speed. The inability to cost-effectively pull off infrastructure projects in the US is a genuine impediment to future growth.
♾ Thanks to gravity and battery regen, Australia may have a perpetual motion train. Alas, there’s probably a limited set of use cases where this could work.
🛵 Gogoro has revealed a prototype of the first solid-state, swappable battery. There’s still lots of work to do on the solid-state cost front, but Gogoro continues to punch well above its weight in battery innovation.
🛒 Gorillas drops 10-minute delivery promise, Buyk and Fridge No more go belly up. The bubble may have burst on expectations for the instant delivery market.
🥡 In NYC, Joco pivots hard to food delivery. While it might be nice to put the legal battle with NYC DOT behind them, they’re pivoting when the instant delivery market is struggling.
🚚 New Yorkers are getting paid to narc on idling trucks. An interesting program but one that can be made significantly more effective by digital curb management programs.
🌊 US EPA reaffirms California’s right to regulate auto pollution. It’s not surprising that the Biden Administration overturned a backward decision by the Trump administration, but it’s welcome anyway.
🚛 US EPA proposes new emissions rules on heavy trucks. But no proposed rules on zero emissions. Contrast that with California, which is starting to set targets for zero emissions heavy-duty trucks.
🇳🇱 In the Netherlands, one-third of the population has an e-bike. This is a good country to look to understand how the e-bike market may evolve in other markets.
🤖 US approves new rules allowing robotaxis to drop the steering wheel and pedals. This opens the door for much more form factor innovation.
The Russian invasion of Ukraine is becoming a pivotal moment in modern history, with the previously unthinkable in Europe and North America happening in a matter of days. As with any pivotal moment, second- and third-order effects will reverberate across the world. Below are 5 potential implications linked to sustainable mobility:
Alas, these are the things that are likely to happen, not necessarily what should happen. An expansion of e-bike subsidies in Europe and the launch of North America equivalents could be one of the most effective ways of managing for higher prices at the pump, rising vehicle costs, and the need to wean ourselves off of fossil fuels, whether they come from Russia, the US or elsewhere.