What are the advancing trends of the global transport sector?
Achieving net zero
To reach net zero by 2050, a significant reduction in carbon emissions must be prioritised across the road transport, shipping, and aviation sectors.
A path forward to EVs
The predicted lower cost of ownership of electric vehicles (EVs) and ban on sales of internal-combustion-engine cars by 2035 will propel the growth of electric vehicles.
Commercial vehicles outlook
The commercial vehicle sector is expected to follow a similar trajectory to passenger vehicles despite the current technical and economic setbacks.
Barriers to entry: HCVs
Regulations and costs have posed challenges for heavy commercial vehicles (HCVs) but governments are altering their mandates as EV benefits become clearer.
Shifting the shipping industry
Shipping has proven to be one of the most difficult sectors to decarbonise; however, the outlook of an ammonia shift and carbon capture is optimistic.
Technological advancements and policy changes are driving significant shifts in the transport sector globally. The drive to reduce carbon emissions across all transport modalities is rapidly transforming market dynamics and presenting investors with both interesting opportunities and difficult challenges.
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