Mobility Future

Spanning the intersection of energy and automotive

Mobility Future

“The rise of EVs and autonomous tech is in focus at the huge CERAWeek by IHS Markit conference.”

  • Axios
  • March 13, 2019
CERAWeek 2020, the premier gathering of industry leaders offering insight into the energy future features a mobility focus to the program that spans the intersection of energy and automotive.
 
Our 2020 mobility program hones in on specific insights into driverless technologies, electric vehicles, charging infrastructure, and regulatory issues, among others. 

Mobility at CERAWeek 2020

2:05
CERAWeek provides a unique opportunity to engage with industry leaders, policymakers and influencers reshaping the next generation of mobility. Learn how CERAWeek spans the intersection between energy and automotive.

CERAWeek 2020 Mobility Topics

Preliminary schedule and agenda subject to change

MONDAY

  • Driverless ride-hailing: A trillion dollar opportunity

    Robo-taxis have received the most attention and investments among the AV and MaaS market segments—due to their large future market potential. The promise of AV-based robo-taxis is also the main rational for the $45 billion VC investments in current ride-hailing companies. This has created an ongoing race to deploy and lead in robo-taxis among TNCs, auto manufacturers, high-tech firms and startups. This robo-taxi race will play out on a city-by-city level in the United States and China first, with other countries to follow later.

    • What are the robo-taxi barriers? 
    • What are the opportunities?
    • What are the barriers?
    • When will it take-off? 
    • Which regions will lead and lag?
    • Who will lead? TNCs? Auto OEMs?
  • AV sensors & systems: Will Tier 1 suppliers grab the opportunity?

    Sensors, chips and computer hardware are crucial parts of the AV electronics. Lidar sensors are receiving massive investment to improve their performance and drastically lower their system price to a few hundred dollars. Tremendous computing power is required with extensive investments in chips that can speed up deep learning and neural network required for AV software. 

    • When is lidar ready for prime time? 
    • What are the sensor opportunities? 
    • What are the AI chip opportunities? 
    • What are hardware opportunities? 
    • What are the challenges? 
    • Who will be the supply chain leaders?

TUESDAY

  • AV driving software: When will use-cases be ready for deployment?

    Autonomous Vehicle (AV) driving software is the most complex part of getting AVs ready for deployment—both development and testing. The software complexity varies by AV use cases and is creating multiple AV application segments with different characteristics. The huge AV application potential has attracted many startups and some are current AV software leaders—either as independent companies or via auto OEM acquisition or cooperation. 

    • What is current state-of-the-art? 
    • Who are the leaders? 
    • What are the barriers? 
    • What are the solutions? 
    • Which use cases deploy first? When?
  • Autonomous trucks: Driverless on highway; Teleoperation/Driver on first-last mile?

    Autonomous trucks are seeing significant activities, but primarily in the United States and China. Several startups are testing driverless operation on interstate roads in Arizona and surrounding states with a safety driver that takes over for first and last mile driving. These AV truck companies are allowed to charge for delivering cargo as part of their AV testing—with substantial earned revenue. Some companies are planning for teleoperation instead of driver for last-first mile operation. 

    • What are the barriers? 
    • What are the opportunities? 
    • When will AV trucks take-off? 
    • Which trucking segments? 
    • How will AV truck startups do? 
    • Success of teleoperation? When?
  • Goods transport via AVs: Many use-segments & vehicle sizes

    Last mile goods delivery is getting a lot of attention and investments from startups and established logistics companies. Three segments—grocery, fast food and e-commerce delivery are getting the most consideration. This is done by human drivers currently, but a variety of AV sizes are being tested—from small sidewalk AVs to cars and vans. At least 8 US states have passed sidewalk delivery laws. 

    • Which goods segments come first? 
    • B2B segments? B2C segments? 
    • What vehicle sizes will succeed? 
    • Which regions are leading? 
    • How large are the opportunities?

WEDNESDAY

  • Fuel cells & hydrogen: Too late to compete with battery investments?

    Fuel cells and hydrogen-based EVs continue to see strong investments—especially for large EV trucks. However, when it comes to the passenger car market, they are still at a low market penetration in the global market and only a few passenger car manufacturers are investing in fuel cells and hydrogen. 

    • Will commercial vehicles be the main opportunity? 
    • Are there costs & range advantages? 
    • Are there weight & packaging advantages? Is cost compliance better than BEVs? 
    • Will they mostly succeed in truck segments? 
    • Is the supply chain ready? 
    • Can fuel cells be a silver bullet for 2050 cars?
  • Remote software updates & cybersecurity: Time to deploy!

    All connected devices need remote software updates and cyber-security protection. It is overdue for connected vehicles and is especially crucial for AVs. These two technologies will provide many advantages for the auto manufacturers and car owners. With most car users having experience from PCs and smartphones, they are starting to demand remote software updates and cyber-security in their vehicles. 

    • What are the advantages? 
    • How quickly will OTA & C-S deploy? 
    • Role of OEMs vs. Tier 1s & specialists? 
    • Hardware, SW & SaaS opportunities? 
    • What are the opportunities Who are the leaders?
  • MaaS and Smart cities: How can they partner?

    Smart cities address a variety of complex transportation issues with auto congestion usually at the top. MaaS has the potential to lower some congestion, even if ride-hailing has made it worse in many cases. Fixed route AVs such as vans and buses have potential for lowering congestion and many smart cities are testing fixed route AVs including simple bus routes and in closed venue transportation applications such as airports, campuses and office parks. 

    • What MaaS use cases will deploy first?
    • What are the leading AV-MaaS use cases? 
    • Which smart cities lead in MaaS & AVs? 
    • How will they regulate MaaS? 
    • What are the MaaS challenges? 
    • What are the opportunities? 
    • What are the regional differences?
  • EV charging infrastructure: When will it conquer range-anxiety

    Substantial infrastructure for EV charging is needed for EV owners without home chargers and to charge EVs while travelling. Range-anxiety remains strong—at least among ICEV owners. This means that the quantity and quality of the EV charging infrastructure will play a big role in the growth and success of EVs—especially BEVs. At year-end 2018 the United States had about 10,000 public charging stations versus well over 100,000 gas stations. 

    • Is EV infrastructure growing fast enough? 
    • Do we need as many charging stations as gas stations? 
    • What are the barriers? Solutions? 
    • Who are the leaders? Future changes? 
    • Will gas station operators do EV charging? 
    • AC vs. DC; standards; home vs. public?

THURSDAY

  • BEVs vs. PHEVs: When will BEVs become dominant?

    Electric Vehicle (EV) technology is on the cusp of a steep deployment growth stage that will greatly impact the automotive and transportation industries. Both Battery EVs (BEVs) and Plug-in Hybrid EVs (PHEVs) are growing currently, but long-term BEV domination is likely. BEV vs. PHEV strategy varies by auto manufacturers. BEVs will take-off when BEVs meet four criteria vs. ICE vehicles: purchase price parity, variety of models for most use-cases, and public charging infrastructure approaching gas station coverage. The fourth criteria, lower operating costs, is already in BEV’s favor. 

    • Status & trends of BEVs vs PHEVs? 
    • Which OEMs favor BEVs vs. PHEVs? 
    • Any regional BEV-PHEV variations? 
    • What are BEV-PHEV advantages? 
    • What advantage changes vs. time? Any other BEV advantages?
  • Solid state batteries: When will they make an impact?

    Solid state battery technology is receiving large attention and investments as better batteries are needed to sustain and increase BEV adoption rates. Solid state batteries are also key to lowering battery costs, increasing range, lowering charging time and increasing battery safety. 

    • What is current state-of-the-art? 
    • Who are the leaders? 
    • Same as today? 
    • What are the cost & other advantages? 
    • What are the barriers? 
    • What solutions? 
    • How will the battery supply chain evolve?
  • Autonomous & connected vehicles: Where is data monetization going?

    Connected and especially autonomous vehicles generate tremendous amount of data that are required for car operation. Some of the data also has value outside the car to many different industries. Telematics services are the classic use cases that have been used for two decades. Data monetization business models are still evolving with new and innovative applications likely to emerge. 

    • What are auto data opportunities?
    • Which industries have the most potential? 
    • What are the barriers and regulation issues? 
    • What is the impact of privacy laws? 
    • What are the business models? 
    • How is the car owner compensated?

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