Autonomous vehicle testing ramps up, but deployment is still years away

While post-pandemic road testing has started up again for autonomous vehicles in the US and other countries, reaching the commercial level is still a long ways off — at least the fully autonomous vehicle part of it. Advanced driver assistance systems (ADAS) continue being included as standard equipment on new vehicles, and other pieces of the puzzle continue to fall into place — but all of the technology will remain under strict scrutiny for years. On the other hand, aerial drones or unmanned aerial vehicles (UAVs) are already commercialized and growing in production options. UAWs have always been years ahead of autonomous vehicles.

Nuro, Inc., has authorization for deployment of autonomous vehicles in California, which was granted on Dec. 23, 2020.

The potential is huge for fleets, transit agencies, transportation planners, ride-sharing companies, shuttles, technology giants, robotics manufacturers, vehicle makers, and more. The transformation into connected, electric, shared, and autonomous vehicles is on its way, but at a slower pace than many had hoped for.

“In recent years, private and government testing of autonomous vehicles has increased significantly, although it is likely that widespread use of fully autonomous vehicles — with no driver attention needed — lies many years in the future,” according to the April 2021 briefing by the Congressional Research Service.

The National Highway Traffic Safety Administration (NHTSA) just issued orders for manufacturers to report any crash that happens while a vehicle is automating some driving tasks and an injury or property damage is reported. It covers all vehicles that can partially automate functions, such as steering, acceleration, or braking. Fully autonomous vehicles (AVs) will go on the list later on, once they become available for sale. More will be revealed by NHTSA on the safety issues that AVs and ADAS face.

Safety has to be resolved
NHTSA’s move addresses the major roadblock for AVs to move forward to mass-market production: safety. The pace was slowed down after the 2018 death in Arizona of a pedestrian struck by an autonomous vehicle operated by ride-hailing firm Uber. The National Transportation Safety Board determined that the fatality was caused by an “inadequate safety culture” at Uber. Two April 2021 fatalities in a Tesla vehicle that was operating with no one in the driver’s seat raised further questions about the safety of AVs.

The federal government has put in place an overview on AV laws, and for the states to carry out the specifics. That will come in the form of national safety standards and requirements. The feds would like like states to lead the way dialogue with tech innovators, industry, and government.

The majority of testing has been taking place in a handful of states: Arizona, California, Georgia, Michigan, Nevada, Texas, Pennsylvania, and Washington. California remains the busiest hub for AV testing.

In California, there are 55 permit holders for testing a self-driving car with a driver onboard. Eight of them are also permit holders for driverless testing. One of them, Nuro, Inc., also has authorization for deployment of autonomous vehicle that was granted on Dec. 23, 2020.

Nuro is an American robotics company based in Mountain View, Calif. The company develops autonomous delivery vehicles, and was the first company to receive an autonomous exemption from NHTSA since its vehicles are designed to carry goods instead of humans.

It joins up with Waymo, the self-driving unit of Alphabet, which opened up its fully driverless vehicles to all customers of its ride-hailing service in the Phoenix area back in October. Nuro and Waymo are operating and overseeing a fairly small number of AVs in the two states.

The other companies on the California permit holders list have been very visible in testing out AVs for nearly a decade. The list includes Apple, Argo AI, Baidu USA, BMW, Continental, Cruise, Delphi, DiDi, Honda, Intel, Lyft, Mercedes-Benz, Nio, Nissan, Nvidia, Pony.AI, Qualcomm, Ridecell, Telenav, Tesla, Toyota Research Institute, Volkswagen, and Waymo. Exploring some of the AV technology that these companies are developing, many times with partners, can be eye opening. The investment has been sizable, and thousands of employees have devoted their workdays to exploring and testing the technology.

Uber and Lyft go on to other things
Another clear sign that AV is a market segment that’s still years in the making is that companies are leaving after having invested substantially into it. Lyft recently sold its AV unit to a Toyota subsidiary, Woven Planet, for $550 million. Uber sold its business to Aurora, a startup headed by Chris Urmson, who played a key role in Google’s self-driving car division before it was named Waymo.

For the companies still in the business — automakers, Waymo, and a few startups, they’re likely to spend an additional $6 billion to $10 billion before the technology makes it to the commercial level.

“This is a transformation that is going to happen over 30 years and possibly longer,” Urmson said.

There may have been too much hype during 2014-15 after Google rolled out its self-driving test cars and every automaker, tech giant, and startup, claimed it would change the world within a brief time period.

Self-driving trucks is a segment that may see success before driverless passenger cars. Both Ways and Aurora are developing autonomous trucks along cars. The routes are simpler and less drivers involved. Daimler and Volvo are expected to do well in commercial autonomous trucks. Tesla has that opportunity, too.

Tesla CEO Elon Musk is known for making bold, sometimes outlandish, statements about Tesla rolling out breakthrough technology way ahead of competitors. That’s certainly been the case with fully autonomous vehicles, but Tesla owners have had enough of it. Musk’s bold claims go back to 2018, and then again in 2019 when his first promise didn’t come through. His wording changed over to a “feature-complete” system that would still rely on the driver’s attention, which most recently rolled over to Tesla’s Full Self-Driving (FSD) Beta. As usual, that test program is taking much longer than he’d hoped for. Musk had promised that an update should be coming “no later than June.” But Tesla owners went after him on Twitter as the month ended, and Musk had to back down.

Nearly all states considering laws or have them in place
States are taking it very seriously, with many of the rules governing testing of the vehicles. Forty-eight states have laws or regulations — or those that are under consideration — related to autonomous vehicles. Twenty-nine states have enacted legislation related to AVs, according to National Conference of State Legislatures.

These 29 states are Alabama, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Maine, Michigan, Mississippi, Nebraska, New York, Nevada, North Carolina, North Dakota, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, and Wisconsin (and Washington D.C.). Governors in Arizona, Delaware, Hawaii, Idaho, Illinois, Maine, Massachusetts, Minnesota, Ohio, Washington and Wisconsin have issued executive orders related to autonomous vehicles.

Drones have been leading the way
Look up drones on Google, and you’ll be scanning through hundreds of Amazon listings on small drone aircraft used by teenagers and adults as a hobby. Some of the drones, aka UAVs (unmanned aerial vehicles), are being used for commercial purposes — weather and traffic reports, deliveries, and many other functions. For those working in the industry, aerial and water drones are far ahead of driverless cars; and reconnaissance aircraft, which have been used by the US military for over 40 years, lead the way.

One company, DroneDeploy, offers aerial inspections with UAVs. DroneDeploy works with clients such as construction companies, building inspectors, planning agencies, and designers, to keep upgrading its products for effective scrutiny of construction projects.

“Today you have to count on a superintendent walking by the right thing at the right time and taking a picture. Capturing everything with a drone will help you catch issues that you’re not catching now,” according to Austin Lay, Visualization Coordinator/sUAS Flight Specialist, Layton Construction.

On April 21, 2021, the Federal Aviation Administration passed final rules for remotely identifying drones and allowing operators of small drones to fly over people and at night under certain conditions. The Remote Identification (Remote ID) rule provides for identifying drones in flight and the location of their control stations, reducing the risk of them interfering with other aircraft or posing a risk to people and property on the ground.

“Drones can provide virtually limitless benefits, and these new rules will ensure these important operations can grow safely and securely,” said FAA Administrator Steve Dickson. “The FAA will continue to work closely with other Department of Transportation offices and stakeholders from across the drone community to take meaningful steps to integrate emerging technologies that safely support increased opportunities for more complex drone use.”

Major aerospace and defense companies have been making moves in this space for several years and have been working with government officials to comply with rules. Amazon Prime Air — a future delivery system from Amazon — is being designed to safely get packages to customers in 30 minutes or less using drones.

Boeing builds the MQ-35 Stingray aerial-refueling drone for the Navy. The company is also working on the Airpower Teaming System or “Loyal Wingman” military unmanned aerial vehicle (UAV). 

Northrop Grumman has played a leading role in the deployment of pilotless aircraft for the military. Its RQ-4A Global Hawk surveillance drone grabbed attention in 2019 after it was shot down by Iran while operating in international airspace over the Strait of Hormuz. Its MQ-4C Triton, based on its Global Hawk drone, is playing a part in marine environments; Fire Scout, a rotary-wing drone, is being used in Navy ships.

Lockheed Martin builds the Stalker XE for special forces units, Desert Hawk III for UK forces, and the avionics for small quadcopter drones used by police. The company has also invested in artificial intelligence (AI) technology. Its AI team was a semi-finalist in Darpa’s dogfight challenge. In May 2020, the company announced a partnership between the Air Force Test Pilot School and the company’s Skunk Works division to strengthen the Air Force’s drone technology with AI.

Workhorse Group and AeroVironment have a presence
Electric truck builder Workhorse Group is best known for building battery-powered trucks and vans that have been winning a lot of fleet purchase deals. While recently suing over not winning the the U.S. Postal Service’s contract for electric trucks, Ohio-based Workhorse Group is up there with Rivian for gaining a significant presence in the commercial electric truck market.

The company’s Horsefly UAV product is expected to do well in the package delivery space. Horsefly Is a custom built, high-efficiency delivery UAV that is fully integrated with Workhorse’s line of electric delivery trucks. The Horsefly system is designed to conform to the FAA guidelines for UAV operation in the US, the company said. Most notably, being fully integrated with delivery trucks, the system is designed such that a driver or driver’s assistant can maintain line-of-sight operation of the UAV delivery process.

Not long ago, California-based AeroVironment had a significant role to play in the U.S. electric vehicle charging infrastructure. But in June 2018, the company sold its charging and test systems business to Webasto Group. AeroVironment employees in this division were carried over to their new employer.

AeroVironment has been strengthening its role as the Pentagon’s top provider of drones, but that’s not the end of it. The company said its Raven drone “is the most widely used unmanned aircraft system in the world today.”

The company built the Mars helicopter Ingenuity for NASA which performed the first controlled flight on another planet in April. It gained quite a lot of attention for the company and a lot more customers. Other achievements include bringing in oil giant BP (BP), the National Park Service, and law enforcement agencies have been drone customers.

And in other news…………

Infrastructure funding moves to Senate: The US House of Representatives approved a $715 billion surface transportation and water infrastructure bill Thursday in what Democrats say is the first step in sweeping infrastructure legislation that Congress hopes to finish by September. The vote passed 221-201 and goes to the Senate.

It includes provisions from the Biden administration’s $2.3 billion infrastructure proposal authorizing electric vehicle charging stations; spending on safety for roads, bridges, and highways; and rail, transit, and drinking and wastewater infrastructure. One major project could be $11.6 billion directed to connect New Jersey and New York’s Penn Station in Manhattan via four modern transportation tubes beneath the Hudson River.

Called the “INVEST in America Act,” the $715 billion contains more than $44 billion added during the amendment process to make greater investments in infrastructure.


President Joe Biden faces a set of political challenges getting through this funding round with more bills approaching asking for up to $6 trillion when all the numbers are totaled. Compromises and negotiations will continue with moderate Democrats clashing with the party’s left wing, and from Republican legislators.

The Senate just passed another transportation infrastructure bill last month. Many elements will have to be working out with Congress, which has its own set of priorities lad out in the INVEST in America Act.

U.S. PIRG sees that the INVEST in America Act would devote a record $547 billion to public transit, walking and biking infrastructure, and wildlife crossings, while emphasizing a fix-it-first, climate-friendly approach to transportation. It would improve water infrastructure, protect drinking water, and repair and expand the nation’s transportation system, the organization said.

Last November, Environment America and U.S. PIRG released Blueprint for America, an infrastructure plan to make American families and communities safer, healthier, and more resilient by focusing specifically on the areas of energy, transportation, water, solid waste, and natural infrastructure.

“No one wants dirty air, polluted water or unsafe roads. Adopting common-sense solutions to these problems is in the interest of all Americans and we applaud members of the House for coming together to do so today with the passage of the INVEST in America Act, said U.S. PIRG President Faye Park. “This bill shows a healthier, safer future is possible and we look forward to continuing to work with Congress to address all our infrastructure needs.”

Virgin Hyperloop is hoping that federal funding will include funding for some of its high-speed transportation projects. On June 16, the Senate Commerce, Science, and Transportation Committee passed S. 2016, the Surface Transportation Investment Act, which includes multiple provisions that will allow the continued development of hyperloop in the US, with bipartisan support.

“We applaud Chairwoman Maria Cantwell (D-WA), Ranking Member Roger Wicker (R-MS), and all the Members of the Committee for their inclusion of provisions that will further the advancement and growth of the hyperloop industry,” said Sir Richard Branson, Founder of the Virgin Group. “This is an important step to bringing hyperloop travel to Americans across the country.”

ACT Expo live investor summit: The Advanced Clean Transportation (ACT) Expo’s inaugural live Investor Summit will offer attendees a full picture of the current state of the industry, as well as key trends and projections for the coming year. The summit, taking place at the Long Beach Convention Center in Southern California, will be held on Monday, Aug. 30, kicking off the event. The conference and expo will be running Aug. 31 to Sept. 2. While it’s been a very tough time over the past year, clean transportation has seen a few gains being made. Investment in advanced clean commercial vehicle technologies and fuels are at an all-time high, with special purpose acquisition company, or SPAC, investments in the industry grabbing headlines throughout this past year. Investment is expected to grow this year and into 2022. ACT Expo of this opening panel will offer attendees a good look at funding opportunities and significant projects taking shape.

AltWheels Fleet Day coming up in October: On Monday, Oct. 4, AltWheels Fleet Day will continue virtually and offers speakers, panels, and presentations on critical issues facing fleets and other stakeholders in alternative fuels and vehicles. Fleet managers will learn more about funding programs and emerging trends. More details will be coming out soon on speakers and subject matter. Last year, the conference went virtual for the first time and featured an impressive line-up of 19 expert speakers along with several sponsor videos.  The event drew 378 registrants to hear keynote talks from Anirban Basu, Chairman & CEO, Sage Policy Group, and Bill Van Amburg, Executive Vice President, CALSTART; as well as a series of panels and interviews of industry leaders from organizations such as Ford, Toyota, UPS, National Grid, US Environmental Protection Agency, Verizon Connect, and Blackburn Energy to name a few.

Past Co-Hosts of this event have included: NAFA Fleet Management Association Chapters in New England, NY, and NJ; MA Motor Transportation Association; ME Motor Transportation Association; MA Highway; Massport; MA Executive Office of Transportation; ME Dept. of Transportation; Clean Cities Coalitions (CT, MA, ME, NH, NJ, NY, RI); American Public Works Association of New England; and many more.
As a Co-Host, you will receive several benefits including free admission for all members; listing of your organization as a Co-Host on the Fleet Day website, with link, logo, and brief description; and other promotional activities provided by the Co-Hosts. For those interested, contact Meg Rivett, Event Director, at 508-498-8020 or by email at meg@classic-communications.com.

New vehicle emissions comparison study: Reuters has released analysis of data from a model that calculates the lifetime emissions of vehicles, a hot topic for debate in advancing electric vehicles and charging infrastructure to meeting climate targets. That comes through comparison of several electric vehicle (EV) models with traditional internal combustion engine choices that car buyers make. For example, if you own a Test Model 3, you’ll have to drive about 13,500 miles before you’re doing less harm to the environment than a gas-guzzling vehicle. The model was developed by the Argonne National Laboratory in Chicago. The detailed methodology includes thousands of parameters from the type metals in an EV battery to the amount of aluminum or plastic in a car. The study was conducted with Argonne’s Greenhouse Gases, Regulated Emissions and Energy Use in Technologies, which provided its GREET model for the study. GREET is now being used by the U.S. Environmental Protection Agency (EPA) and the California Air Resources Board.

Ford makes leap in electrified sales: Ford sales of electrified vehicles jumped 117 percent in June, capping off a new first-half sales record on sales of 56,570 vehicles, hitting a record level. Mustang Mach-E sales totaled 12,975 vehicles, while F-150 PowerBoost Hybrid added an additional 17,039 vehicles to the total. Escape Hybrid and Escape Plug-in Hybrid sales totaled 15,642 – up 45.9 percent over last year. Ford’s Mach-E grew its sales 26.7 percent compared to May.

Automaker factory robotics: What it means for jobs and electric vehicle production

The use of robotics in vehicle manufacturing will continue to grow at a fast enough pace to speed up production — and to remove quite a lot of jobs. Of course, job loss is nothing new in auto manufacturing where downsizing plants and moving some of them overseas has been taking place since the 1980s.

For the auto industry, it all started with General Motors testing out prototype spot welding robots in 1961. By the 1980s, billions of dollars were being spent by automakers worldwide to automate fundamental tasks in their assembly plants. Automation system deployment did decline in the 1990s, but innovative technology did help it to rebound in the next decade.

Today, it’s a common part of factories, and it’s starting to become another revenue source for automakers through providing robotic services to other companies. These companies are selling the advantages of protecting workers from injuries and making factories more efficient and streamlined by bringing in the best of robotics. There’s also the point about making the job less repetitive and boring for workers, which could also help improve retention.

At TC Sessions: Mobility 2021 earlier this month, three auto executives spoke to the issues. Max Bajracharya of Toyota Research Institute, Mario Santillo of Ford, and Ernestine Fu of Hyundai described how their companies are now viewing the technology. It’s not about the auto industry, as much it its for these companies to make names for themselves — and clientele — in the robotics sector.

“I think all automakers are recognizing that there won’t be the automotive business in the future as it is today,” Bajracharya said. “ A lot of automakers, Toyota included, are looking for what’s next. Automakers are very well positioned to leverage what they already know about robotics and manufacturing to take on the robotics market.”

Yet on the factory job front, there still are expectations for machines replacing humans. A 2019 report from Oxford Economics estimates that about 8.5 percent of the global manufacturing workforce stands to be replaced by robots, with about 14 million manufacturing jobs lost in China alone out of the 20 million projected to be displaced by 2030. Over the next decade, the US may lose more than 1.5 million jobs to automation. The number of robots currently in the global workforce, 2.25 million, has multiplied threefold over the past 20 years, doubling since 2010. Of course, these statistics go far beyond automakers with manufacturing including computers, consumer electronics, clothing, parts and components, packaged food, and other segments.

Four companies dominate the general industrial robotics market: Fanuc, Yaskawa, Kuka, and ABB. Automakers sometimes work with more than one of them, and other partners in automation.

There’s a correlation being made by automakers between robotics and EVs — through building and converting more factories into electric vehicle production and robotics playing an integral role. The connection seems to be more about electric autonomous vehicles and mobility. Robotic manufacturing might be included in the campaign they’re describing, at least for a few automakers.

Here’s a look at where all that’s going, starting with the big question: Will robotics take a leap forward, transforming vehicle manufacturing plants and upending the workforce?

BMW: The German automaker is betting on selling autonomous mobile robotics (AMRS) to the logistics sector. That will be through its Industry-Driven Engineering for Autonomous Logistics unit, which abbreviates to IDEAL and has the formal name of IDEALworks (IW). BMW Group started this unit in late 2020. The company has been partnering with Nvidia to develop mobile robots for internal use in their factories, primarily around automated material handling at the last mile, for a number of years. IW builds on this internal development and expands the scope to include autonomous robots in the logistics sector, and that could expand to couriers, 3PLs (third-party logistics), retailer stores, and online retailers.

The robot deployed is referred to as the small transport robot (STR) and is equipped with a Lips 3D camera and Sick sensors for safety. All robots rely on the Nvidia AGX hardware and makes significant use of NVIDIA’s SDK. BMW hopes to relieve employees from mundane and repetitive tasks so they can do better in their core competencies.

A year ago, the company confirmed it will cut about 6,000 jobs in Germany in an effort to cut costs as the automotive sector continues to struggle to recover from the Covid-19 outbreak. The German automaker and its works council agreed the workforce reduction will be achieved via a mixture of redundancies, early retirements, and not renewing temporary contracts, along with not filling new vacancies. It’s the first time since the financial crisis of 2008 that the company has had to cut staff. The company also tied the cuts to expanding focus on electric mobility and autonomous driving while boosting corporate efficiency.

BYD: On March 2, Beijing Horizon Robotics Technology R&D Co., Ltd. (Horizon Robotics), an AI chip supplier, held a strategic cooperation signing ceremony with BYD Co., Ltd., at BYD’s Shenzhen headquarters.
Horizon Robotics, a five-year-old company specializing in AI chips for robots and autonomous vehicles, sees huge potential in automotive partnerships. Horizon’s OEM and Tier 1 auto partners, according to the firm, include Audi, Bosch, Continental, SAIC Motor and BYD. Based on its own deep chip and intelligent technology accumulation, BYD says it will be cooperating with Horizon’s leading artificial intelligence chips and algorithms. It gives BYD a leverage point for adding AI, robotics, and automated vehicles, into its catalogue tied to electric vehicles and advanced batteries.

FCA: Fiat Chrysler Automobile’s robot unit Comau was spun off before the merger with PSA, for the benefit of all shareholders of the combined company. The Jan 19, 2021, $52 billion merger between FCA and PSA Group created Stellantis, now the fourth-largest automaker in the world. Comau is an Italian industrial automation company specializing in processes and automated systems that improve corporate manufacturing production through four core offerings: Controls; Teach Pendant with its ergonomic human robot interface; Auxiliary Equipment enabling equipment for increased functionality; and Software, offering digital tools to enhance processes.

Comau considers itself to be a leading company in the industrial automation field on the global playing field. The full portfolio includes: joining, assembly and machining solutions for traditional and electric vehicles, robotized manufacturing systems, a complete family of robots (including collaborative and wearable robotics) with extensive range and payload configurations, autonomous logistics, and asset optimization services with real-time monitoring and control capabilities. Tesla just because one of its clients this year.

Ford: In April, the company announced that at its transmission plant Livonia, Mich., where robots help assemble torque converters now includes a system that uses AI to learn from previous attempts how to make the production process more efficient. Inside a large safety cage, robot arms wheel around grasping circular pieces of metal, each about the diameter of a dinner plate, from a conveyor and slot them together.
Ford uses technology from a startup called Symbio Robotics that looks at the past few hundred attempts to determine which approaches and motions appeared to work best. A computer sitting just outside the cage shows Symbio’s technology sensing and controlling the arms. The enhanced automation allows this part of the assembly line to run 15 percent faster, a significant improvement in automotive manufacturing where thin profit margins depend heavily on manufacturing efficiencies, Ford said.

General Motors: General Motors announced late last year that Factory ZERO, Detroit-Hamtramck Assembly Center, the company’s all-electric vehicle assembly plant, is the first automotive plant in the US to install dedicated 5G fixed mobile network technology. Verizon’s 5G Ultra Wideband service is operating now at Factory ZERO, with its exponential increases in both bandwidth and speed supporting the ongoing transformation of the plant as it prepares to begin producing EVs in 2021.

It offers considerably faster download speeds and greater bandwidth than 4G networks. Factory ZERO is being completely retooled with a $2.2 billion investment, the largest ever for a GM manufacturing facility. Once fully operational, the plant will create more than 2,200 good-paying U.S. manufacturing jobs, the company said.

General Motors embraced smart manufacturing in 2018 through its Zero Down Time robot program in partnership with Japan’s Fanuc. Dan Grieshaber, GM’s director of global manufacturing integration, recently told Automotive News that the program includes 13,000 robots across GM’s 54 global manufacturing plants. The robots upload their data to Fanuc where the results are measured against GM’s performance expectations.

GM is using the system to troubleshoot maintenance issues and other quirks before they become serious. Another goal: helping prevent fatigue for workers that use repetitive motion. The sensors, actuators and tendons — comparable to the nerves, muscles and tendons in a human hand — increase dexterity for the worker. GM also uses collaborative robots or “cobots” that can operate around the human workforce without a safety cage.

Hyundai: In December, Hyundai Motor Group and SoftBank Group Corp. agreed on a transaction that placed Hyundai at an 80 percent controlling interest in Boston Dynamics in a deal that values the mobile robot firm at $1.1 billion. The deal came as Hyundai Motor Group envisions the transformation of human life by combining world-leading robotics technologies with its mobility expertise.

The two owners hope it will establish a leading presence in the field of robotics, and it will mark another major step for Hyundai toward its strategic transformation into a Smart Mobility Solution Provider. The Korean company said that it has invested substantially in development of future technologies, including autonomous driving technology, connectivity, eco-friendly vehicles, smart factories, advanced materials, artificial intelligence (AI), and robots.

Boston Dynamics produces mobile robots with advanced mobility, dexterity and intelligence, enabling automation in difficult, dangerous, or unstructured environments. The company launched sales of its first commercial robot, Spot, in June of 2020 and has since sold hundreds of robots in a variety of industries, such as power utilities, construction, manufacturing, oil and gas, and mining.

Nissan: As Nissan prepares to build a new generation of electrified, intelligent and connected cars, the company is making a series of investments to upgrade its production technologies and facilities, but the company is emphasizing the benefits that will come to employees more than cutting costs. Nissan’s mission is improving efficiency in terms of preventing mistakes, maintaining quality, ensuring that workers are freed from monotonous tasks, and reducing strain and fatigue from work.

One way to make improvements will be choosing when to automate. Certain assembly line processes are best suited for robots, particularly if they’re simple and repetitive yet relatively strenuous for humans. Another area of focus will be on industrial robots that work on things like welding and assembly are ordinarily kept in cages for safety reasons, due to their size, strength and speed of movement. Cobots (collaborative robots) seem to the answer here, for manufacturing processes where people and machines need to work closely together. Cobots offer robotic arms with limited strength and speed of movement. In addition to being extremely nimble, they can be easily reprogrammed to learn new tasks, Nissan said.

Tesla: Tesla and Stellantis-owned Comau are setting up a new series of automation equipment for manufacturing at Tesla’s Fremont Factory in Northern California. According to permits submitted by Tesla to the City of Fremont, Tesla will begin to anchor and install Comau’s products that entail highly automated and effective manufacturing techniques that are designed for electric vehicles.

Before Tesla started building its Model 3 compact sedan in 2017, CEO Elon Musk laid out a vision for its Fremont, Calif., assembly plant to become the factory of the future. But Musk had to learn similar lessons that what General Motors tried in the 1980s. GM saw its efforts backfire, as robots sprayed paint on each other and welding machines damaged vehicle bodies. Tesla’s efforts met a similar fate, as Model 3 production got off to a much slower start than the company had predicted. The delays were severe, and Musk later admitted he was wrong for trying to lean so heavily on automation. But the challenges persist, according to current and former Tesla employees. Mechanical problems are continuing at the Fremont plant, but this time are not cutting off production targets.

Toyota: Toyota has been developing industrial robots since the 1970s and has been bringing them into their manufacturing systems to improve quality and reduce costs. Robots are primarily used in their welding, painting, and assembly processes. In recent years, everything has been shifted over to Toyota Research Institute (TRI). Most recently, TRI has been refining its technology and service to be applied to the home. As societies age, there will be huge demand for increased caregiving, systems that enable us to live independently longer, and assistance for an increasingly aging workforce, the company said. Robots and automation can play a key role in freeing up people to spend more time with family, assisting people with tasks they enjoy, or helping them perform work for their jobs.

It will be drastically different than the machines Toyota has set up to make its factories more efficient. Here’s where machine learning and artificial intelligence (AI) methodology come to play. To address the diversity a robot faces in a home environment, TRI teaches the robot to perform arbitrary tasks with a variety of objects, rather than program the robot to perform specific predefined tasks with specific objects. In this way, the robot learns to link what it sees with the actions it is taught. When the robot sees a specific object or scenario again, even if the scene has changed slightly, it knows what actions it can take with respect to what it sees.

Volkswagen: Speaking of the aging global population, Volkswagen plans to use robots to cope with a shortage of new workers caused by retiring baby boomers. According to the company, the move to a more automated production line would ensure car manufacturing remains competitive in high-cost Germany. Similarly to other manufacturing outlets, VW predicts many of its workers will retire between now and 2030. Plus, a lack of skilled employees joining the business is forcing the company to look for alternative solutions.

The German automaker is also moving forward on automation at its electric vehicle plants. VW Passenger Cars and VW Commercial Vehicles divisions have ordered more than 2,200 new robots for the planned production of EVs at the German plants and the US plant in Chattanooga, Tenn. The company ordered more than 1,400 robots from the Japanese manufacturer Fanuc for their production facilities in Chattanooga, and from Emden in Germany. Volkswagen Commercial Vehicles is purchasing 800 or more robots from the Swiss manufacturer ABB for the carmaker’s Hanover, Germany, plant. The robots will be primarily used in body construction and battery assembly.

Volkswagen had been doing a lot of business with Kuka, bringing in thousands of robots to its plants all over the world. There’s been speculation that since Kuka was taken over by the Chinese technology group Midea in spring 2016, Volkswagen has been trying to become more independent of the robot specialist based in Germany. But the company has rekindled its relationship, including giving part of the production duties over to Kuka for its ID Buzz electric vehicle.

And in other news……….
Supercharger network opening up: Tesla will be breaking one of its golden rules: don’t let anybody beyond Tesla owners use its charging network. The company has told Norwegian officials that it plans to open the Supercharger network to other automakers by September 2022. A decade after deploying the first Supercharger, Tesla now has over 25,000 Superchargers at over 2,700 stations around the world. But opening it up has been in the works. Last year, CEO Elon Musk said that Superchargers are now being used “low-key” by other automakers.

A German official recently announced that they have been in talks with Tesla to open up the network to other automakers. In Norway, Tesla wants incentives from the government to open up its Supercharger network. Government officials confirmed that
Tesla told them that it plans to open the Supercharger network to other automakers by Sept. 2022, and they will approve the incentives as long as Tesla goest through with the initiative.

It would be viable for Tesla to open its chargers throughout Europe, where its Supercharger network uses the CCS connector, which is standard in the region. However in North America, Tesla would have to offer an adapter since it uses a proprietary plug on its vehicles and charging stations in that market.

Ford and Argo report on AV improvements: Ford just released more details on its self-driving vehicle development, the first time since its 2018 safety report to the US Dept. of Transportation. In addition to working with Argo AI to advance the development of a robust Automated Driving System to guide Ford vehicles on roads, the automaker continued to research and develop an improved customer experience, fleet management capabilities, behind-the-scenes transportation-as-a-service software, and more.

In addition to Miami, Ford plans to launch its self-driving service in Washington, D.C., and Austin, Texas. In all three of these cities, Ford established robust testing and business operations, including terminals and command centers to manage these fleet of vehicles as they transport people or deliver goods. Ford’s newest self-driving test vehicles are built on the Escape Hybrid platform, taking advantage of increased electrification capabilities and featuring the latest in sensing and computing technology. The Escape will be utilized to initially launch the service with.

Alongside testing in Miami, Austin and Washington, D.C., Argo AI continues to test the Automated Driving System in Detroit, Pittsburgh, and Palo Alto, Calif. These projects have helped the company integrate self-driving test vehicles directly into its business pilots, offering real-world insights into what is required to run an efficient self-driving business.

Ford hopes to be a part of city transportation systems and provide a service that helps make people’s lives better. An example is the collaboration in Miami that created a Ford-designed smart infrastructure. Ford worked closely at the city, county, and state level to begin researching complex intersections. The data will help Ford and transportation officials better understand how autonomous vehicles can better navigate through busy or tricky intersections.

Argo continues to make significant advances toward enabling commercialization — including the recently announced Argo Lidar sensor with sensing range capability of 400 meters. This new technology enables Ford and Argo to test vehicles on highways and help connect vehicles to warehouses and suburban areas, expanding potential service areas for ride-hailing and goods deliveries.

EV sales incentives coming out of the shadows, and options for car shoppers look good

With the onslaught of Covid-19 last year, concern over climate change and air pollution was set aside. The Trump administration had already pulled the US out of the Paris climate accord, and there was no support for clean vehicle incentives and renewable energy.

What’s the latest on incentives and public education drives? Two vehicle manufacturers have been bumped from federal tax incentives after crossing the cap placed per automaker, but all the other automakers have access to it (and one more is approaching the cap.) This year, clean vehicles and energy are coming back. While it seems like cryptocurrency has become the hot topic, there’s been a lot of movement on environmental, social and governance (ESG) issues, demand for renewable energy, and serious moves by automakers to get back on track. Perhaps losing 15 months has inspired many stakeholders to revive their commitment to hitting targets set in recent years.

But the federal legislature is considering more incentives that could go even higher than the $7,500 tax incentive. There’s also a move being made for medium- and heavy-duty EVs that being considered in Washington.

Don’t forget that EV sales get a lot of support at several states across the country. It does require a bit of study and analysis to tap into.

As for public education campaigns, Plug In America has made a big difference here, including starting to break through the wall between dealers and consumers. A new study by an EV advocacy group brings even more hope for the retail and fleet markets.

Edmunds looks at federal tax credits
Federal tax incentives are still in place, but they will run out in their current state. The current federal tax incentives are applied to each manufacturer and continue until the automaker sells 200,000 qualified vehicles, with most going up to $7,500 tax credits for plug-in electric vehicles. Tesla hit the milestone first in July 2018. As a result, there are no federal tax credits for Tesla now.

In the last quarter of 2018, GM became the second carmaker to sell 200,000 qualified plug-in vehicles, Edmunds reported. Nissan is next in line for a credit phaseout, but Edmunds analysts think it could go into 2022 before the sales benchmark is hit. All other makers are trailing far behind in plug-in vehicles.

The incentive is based on the electric vehicle’s battery size. For example, the Toyota Prius Prime only qualifies for a $4,502 tax credit.

New incentives being considered in Washington
The federal tax incentives for EVs might be replaced with new legislation in Washington. A new bill called “Clean Energy for America” that passed the U.S. Senate Finance Committee this week would raise that to $12,500.

The legislation would keep the $7,500 level in place but would then add $2500 if the EV was assembled in the U.S., and another $2500 if it was made at plants represented by a labor union. The bill also sets a maximum MSRP for qualifying EVs at $80,000. The current EV tax credit has no price limits.

The bill now moves to the full U.S. Senate for consideration and approval.

Fleets operating medium- and heavy-duty vehicles are asking for more incentive from the federal government. CALSTART’s zero-emission transportation coalition is tapping into the Biden Administration’s FY22 Budget Request proposal for an upfront cash payment option in a zero-emission tax credit.

A broad coalition of 60 organizations called for congressional action on the option in a letter. Partners who co-signed include leaders in truck manufacturing, technology partners, and charging and fueling infrastructure companies. Tailoring a tax incentive amount to offset a large portion of the incremental cost with the option to monetize the credit, as the FY22 Budget proposal does, will help aggressively knock down this barrier to deployment, CALSTART said.

What Fisker thinks about it
Henrik Fisker, CEO, Fisker Inc., has asked the federal government to consider his plan, called “75 and more for 55 and less.” It would be a point-of-sale rebate of $7,500 plus $10 per mile of certified driving range for battery electric vehicles (BEVs) priced at $55,000 and less.

With a $7,500 rebate plus the range incentive, access to battery electric vehicles become more widespread by becoming a reduced transaction price, especially when received at the time of sale, and not as a delayed tax credit, he said.

“That driver of demand is magnified when applied to vehicles with a sticker price of less than $55,000. According to Cox Automotive, the average selling price of a new vehicle in the United States is $41,000, and over 80% are transacting under $55,000,” Fisker wrote.

The base price of the 2022 Fisker Ocean will be $37,499. Many buyers will qualify for the $7,500 federal EV tax credit, bringing the price down to less than $30,000.

State incentives available around the country
Forty-five states and the District of Columbia provide an incentive for certain EVs and/or PHEVs, either through a specific utility operating in the state or through state legislation.

Several states have a dozen or more programs; some of them are designed for fleet and transport operators using medium- and heavy- duty vehicles. Many of the incentives are geared only to businesses and not individual personal vehicle owners. Some credits come in the form of exemptions from fees and inspections. Others are non-monetary incentives such as carpool lane access and free parking.

California offers plug-in hybrid (PHEVs) and zero emission light-duty vehicle (ZEV) rebates through its Clean Vehicle Rebate Project (CVRP). It offers rebates for the purchase or lease of qualified vehicles. Qualified vehicles are those light-duty ZEVs and PHEVs that the California Air Resources Board (CARB) has approved or certified. Under the program, CARB offers rebates of up to $4,500 for fuel cell electric vehicles (FCEVs), $2,000 for BEVs, $1,000 for PHEVs, and $750 for zero-emission motorcycles.

California’s Hybrid and Zero Emission Truck and Bus Voucher Incentive Project (HVIP) and Low NOx Engine Incentives, CARB provides vouchers to eligible fleets to reduce the cost to purchase qualified electric and hybrid trucks and buses at the time of purchase. Vouchers are available on a first-come, first-served basis and range from $2,000 to $315,000 depending on vehicle weight and type. Only fleets that operate vehicles in California are eligible. Voucher amounts vary depending on whether the vehicles are located in a disadvantaged community. 

PlugStar Program bridges the EV sales gap Plug In America’s PlugStar Program has really taken off and is bridging a wide gap between dealers and advocates of EVs, including automakers ramping up production of these vehicles and needing a proactive dealer network to sell them through. The non-profit EV advocacy group began its PlugStar EV dealer training and certification program in 2018. Since then, thousands of dealer sales staff and hundreds of dealerships across the country have been trained in the program.

Plug In America just conducted a study to evaluate the effectiveness of the program. Key findings include: 

–PlugStar trained sales staff sell four times more EVs than their untrained counterparts.
–PlugStar certified dealers sell 20 percent more BEVs than non-PlugStar dealers.
–PlugStar dealers are two times more likely to get 5-star customer ratings than non-PlugStar dealers. 

The study also explored the major batteries that exist in getting through to EV shoppers and given them the service level they need — bridging what’s called the “EV Sales Gap.” Barriers in getting through to consumers include: consumer awareness of the varying aspects and benefits of EV ownership, including EV fueling and incentives.

Barriers for making it work with franchised auto dealers include finding ongoing support in a rapidly changing EV ecosystem, confidence in selling a new technology, and alignment of automotive dealership incentives for selling EVs.

And in other news……….
ID.4 AWD details come out: The new Volkswagen ID.4 AWD electric SUV revealed on June 17 will offer Americans yet another reason to embrace sustainable driving. With two electric motors, max 295 horsepower and an estimated 0-60 mph time of 5.7 seconds for the AWD Pro model, the ID.4 AWD offers performance and all-weather traction at a starting MSRP that no other all-wheel-drive electric vehicle for sale in the U.S. can beat. It’s MSRP is $43,675 and has an estimated range of 298 miles on the European WLTP test cycle.

“We’re committed to making EVs the default choice for Americans,” said Scott Keogh, President and Chief Executive Officer of Volkswagen of America. “The all-wheel-drive ID.4 merges the utility and zero-emissions driving delivered by the rear-wheel-drive vehicle with the performance from our sporty vehicles.”

Ford brings in charging management partners: Ford announced June 17 it is acquiring Electriphi, a California-based provider of charging management and fleet monitoring software for electric vehicles. This puts Ford in a solid position to resolve a hurdle for fleets attempting to adopt electrification — managing charging for efficiency. Electriphi’s team and services will be integrated into Ford Pro – a new global business within Ford committed to commercial customer productivity and to developing the most advanced charging and energy management experiences. “As commercial customers add electric vehicles to their fleets, they want depot charging options to make sure they’re powered up and ready to go to work every day,” said Ford Pro CEO Ted Cannis. “With Electriphi’s existing advanced technology IP in the Ford Pro electric vehicles and services portfolio, we will enhance the experience for commercial customers and be a single-source solution for fleet-depot charging.”

Mercedes partnering for US charging expansion: Mercedes-Benz USA, together with its charging partners, is committed to raising the bar on EV charging with Mercedes me Charge – the official charging ecosystem of the EQS and other future electric mobility products. Mercedes me Charge offers important innovations and convenient charge management services for the groundbreaking new all-electric EQS Luxury Sedan including a partnership with ChargePoint that simplifies the process of finding, using and paying for charging sessions on all major networks in North America. Through the Electrify America program, Mercedes me Charge enables complimentary 30-minute charging per session for the first two years from account activation and allows customers to simply “Plug & Charge” at all Electrify America DC fast chargers.

Mobility and delivery sector surviving pandemic, but is that really good for the economy and workforce?

As the fog starts to lift and we all head out more without face masks, what will be retained from our past 15 months of experience? Some businesses and sectors are poised to grow, while small businesses and age-old brands may continue to shut down.

Mobile-app based services were in place by 2015 with Uber and Lyft driving a lot of taxis out of the market. Food delivery and grocery shopping and delivery followed close behind with brands like Grubhub, DoorDash, Postmates, and Instacart becoming known and tried out by consumers — mostly Millennial and Generation Z at first, followed by their parents.

Those that have thrived during the pandemic have been clearly in demand by people stuck in their homes, according to a few economists, analysts, and business publications.

Markets and companies that have done well during Covid 19

  1. Streaming services led by Netflix, and those seeing fast growth such as Disney+
  2. Online courses
  3. Video game sales
  4. Amazon
  5. Walmart
  6. Zoom
  7. Hand-sanitizing products
  8. Tesla
  9. Instacart
  10. DoorDash

Tesla continues to boom with consumers who have retained their jobs and personal wealth, and need to get out of their original Tesla vehicle or add another one. That includes markets outside the US.

You’ll notice that Uber and Lyft are not on this list, as the two companies were hit hard with riders not wanting to take the risk of getting in a car possibly driven by someone who’d tested positive for the virus; and vice versa. But they’re expected to come back, and Uber is pleased to see that it’s food delivery unit, Uber Eats, has been doing very well lately.

Bloomberg Second Measure reported that in April, DoorDash had 56 percent of the US market for restaurant/fast food delivery, Uber had 26 percent with UberEats at 21 percent and Postmates at 5 percent, and GrubHub had 18 percent. Postmates was in a much stronger position about five years ago, but has steadily been losing share in part by trying to delivery anything — groceries, auto parts, pharmacy drugs and over the counter medications, meals, and specialized wine and beer/ale stores. Some observers wonder if Uber did that acquisitions to diminish competition on the food delivery side.

On the grocery delivery side, Instacart has the lead, but Walmart is at a close second. The two companies have also entered into a marketing alliance to get more customers to shop online at Walmart using Instacart for the delivery. Shipt, which is owned by Target, had a good run two years ago after it launched, taking share from Instacart in a few cities but that’s been in decline for a while.

What could come out of all this? It’s still getting worked out. Last year, Uber took steps on organizing meal delivery through buying Postmates and beefing up Uber Eats, which is on its own app separately from Uber rides. Uber drivers are getting better paid now as more of it gets transferred over from what Postmates used to serve.

Uber is pushing Eats Pass, a $9.99 per month subscription service that charges $0 delivery fee at eligible restaurants, though you’ll still get charged service fees. The other benefit is 5 percent off orders over $15 at eligible restaurants. Unlike TV subscription services like Paramount+ where you have to subscribe or you won’t get to see The Daily Show, the Late Show with Stephen Colbert, or many other programs unless you pay, you can take the Eats Pass plan or stick with what gets charged for individual orders. Amazon is creeping along with its Whole Foods Markets chain and its own Amazon Fresh grocery deliveries. Amazon.com offers free two-hour delivery and one-hour pickup of Whole Foods Market items with a Prime membership. But its one of many services Amazon would like you to try out for its all-encompassing, multi-tier strategy. Amazon doesn’t seem to be clearly committed to dominating healthy and organic grocery shopping, pickup, and delivery; but that could happen in the years ahead.

Consumers are depending more on grocery shopping services. For those of us who’ve had our grocery shopping done and delivered by Instacart, Shipt, or in-house services for grocery store chains, we’re likely to stay with it in some format. For many consumers using Instacart in recent years, that experience has been tarnished by shoppers replacing missing items with something else, whether the customer requested it or agreed to the choice. Shoppers might speed through and pack their shipping carts, deliver the groceries, and jump into the next order. Dissatisfied customers are tapping into alternative delivery or pickup options that are being run in-house by Kroger and its grocery stores, natural and organic grocery store Sprouts, Amazon’s Whole Foods subsidiary, and others. They don’t want to be dependent on Instacart, Shipt, or any other third-party service that may cause them to lose customers.

Market growth is expected to continue long after the pandemic. US gross merchandise value (GMV) sales will more than double to $27.33 billion at Instacart and $27.58 billion at Uber Eats by 2025, surpassing Target.com, whose GMV sales are forecast to climb to $24.44 billion in 2025 from $14.87 billion in 2020, according to a new study by Edge Retail Insight. Target is counting on its Shipt grocery delivery subsidiary taking off, and having more of its customers pull into its parking lots to pick up their online orders made with Target.com.

Will Instacart really bring in robotics? Instacart is making moves in that direction and has been in league with Uber and Lyft committing to get rid of drivers for autonomous vehicles. Earlier this month, Bloomberg reported that it gained access to documents that involve building automated fulfillment centers around the US, where hundreds of robots would collect dry and canned goods while humans could retrieve produce and deli products. Some facilities would be attached to existing grocery stores while larger standalone centers would process orders for several locations, according to the documents.

Instacart would be essentially duplicating Amazon’s model — if it gets carried out. The company has fallen behind schedule, according to people familiar with the situation. And though the documents mention asking several automation providers to build the technology, Instacart hasn’t settled on any, said the sources. Workers will be furious over this move if it rolls out, with many of them depending on Instacart income during a period of time when it’s quite difficult for most people to find a good job.

It got ugly after California ballot proposition: Mobility and food delivery giants rigged the election — Uber, Lyft, DoorDash, Instacart, and Postmates spent over $200 million campaigning for Proposition 22, the most expensive ballot measure in California history, successfully convincing voters to back it. The argument they made — speaking for independent operators to adjust their work lives around their time restrictions. The mother who has to pick up her kids at 3:30, a young man who has to take care of his grandparents, and other sympathetic stories, were told. They might have to disappear from the market if they had to pay workers more and give them benefits. Voters bought into it and passed it into law.

But these companies didn’t attempt to stay in that likable business model. Prices started going up in mid-February with Uber, Grubhub, Lyft, and Instacart, leading the way.

The good times of tapping into these businesses is long gone. It used to be fun to take shared Uber and Lyft rides and chat with drivers and fellow riders. You could get wonderful deals and great service from food delivery services and from Instacart. That’s all changed. If you’ve taken an Uber ride recently, you became distracted and annoyed hearing the bings aimed at getting drivers’ attention — enticing them with another attractive ride right after that customer gets dropped off. But they’re not impressive. Is it really worth it to speed off for another ride when you’re going to make $4 on the short trip? The good times are over for independent contractors.

As for the US economy, these mobile app services are raising the bar on the level of choices and service that consumers can expect for rides, meals, and groceries. But for real economics, there’s little to be gained from investment in the economy and supporting a stable workforce.

And in other news…………

Watching TV and looking for news varies greatly depending on how old you are
Here’s my Time Capsule 21st Century website exploring what it’s like to live in this century. The latest piece looks at a disturbing lack of news and public information accessed by those in Generation Z, along with some of the Millennials. Gaming is very big (much bigger than watching TV, reading, etc.), but somebody in their 20s is more likely to have their opinions shaped by somebody with a YouTube talk show than with traditional media sources on TV, print, and radio/podcasts. Beyond fake news, conspiracy theories, and QAnon, here’s my thoughts on addressing it if we’re interested in continuing the democracy we live in. Good timing for me, as I head into a graduate program in journalism/communications aimed at becoming a college instructor.

Attention Fleet Operators! With the growth of electrified fleets, the subject of infrastructure and especially charging capabilities and management has become increasingly important. CALSTART and member organization AMPLY Power have partnered to assess market knowledge of managed charging strategies across industry. You can follow the link to complete the first of two brief surveys, with the second coming later in the year. Thank you in advance for your participation!

CALSTART Releases Automated Transit Vehicle Readiness Guidelines. Transit agencies across the US are planning for how best to roll out Automated Vehicles (AVs). CALSTART, with support from more than 17 connected- and automated-cohort transit provider members, have developed detailed guidance to planning for and deploying AVs into transit operations. These simple steps can help interested transit agencies successfully deploy transit AVs.

Goodbye Keystone: Canada’s TC Energy Corp. and the Albertan provincial government are bringing the Keystone XL pipeline controversy to an end. The decision had been expected after President Biden used his first day in office to revoke a key permit for the pipeline to cross the country’s northern border, shutting down construction. t marks a historic victory for environmentalists who for a decade have made Keystone XL, which would have run from Alberta to Texas, the focus of a campaign to block new pipeline construction as a way to limit oil consumption that contributes to global warming.

Solar power takes off: The US solar market surpassed 100 gigawatts (GWdc) of installed electric generating capacity, doubling the size of the industry over the last 3.5 years, according to the US Solar Market Insight Q2 2021 report, released today by the Solar Energy Industries Association (SEIA) and Wood Mackenzie. Solar had a record-setting Q1 2021 and accounted for 58% of all new electric capacity additions in the United States. Renewable energy accounted for nearly 100% of all new electric capacity in Q1.

Auto sales revived including EVs, Musk and Tesla beyond mega-celebrity status

Welcome back to Green Auto Market, which went on hiatus in October 2020. Where was I the past seven months? More on that later. If that article doesn’t get published by editors I’m pitching to, it will run in my new sibling publication, Time Capsule 21st Century.

While it looked like auto manufacturing assembly plants were going to be closed for the remainder of the year, there was enough production for 14.5 million units to be sold in the US last year. That was down from 17 million the year before, but it seemed astonishing that it could be anywhere near it. Some believed that the private car was perfect during the pandemic — a good way to stay sealed off and separated from fellow humans. 

Global car sales had a similar trend, but electric vehicle sales were slightly higher than in 2019. International Energy Agency thinks it would have been up even higher if additional stimulus measure could have been taken by governments. 

So what does the global auto industry look like this year as the Covid-19 chokehold continues to loosen up? While the semiconductor shortage is creating a drag on production and sales, global new vehicle sales are expected to rise 8-10 percent this year — bringing it to 83-85 million new vehicle units sold versus about 77 million last year, according to an S&P Global report

Electric vehicle sales, which include battery-electric vehicles and plug-in hybrid electric vehicles, are expected to make up 6-8 percent of the global new vehicle share this year, after making up 4.4 percent in 2020 and 2.5 percent in 2019. The European market is expected to drive much of the growth with EVs making up 15-20 percent of European new vehicle sales in 2021.

S&P Global says EVs will play a role in green-led economic recovery from Covid-19 with three telling signs backing up their argument: the Green Deal in Europe, the ambitions of the Biden Administration to drastically curb emissions in this decade, and the Chinese government’s targets to increase the proportion of EVs to 20 percent of sales by 2025 (from 5.5 percent in 2020).

Tesla continues to lead the global market with 16 percent share of plug-in vehicle sales in Q1 2021 making up 184,500 units sold. China’s SAIC came in second place at 145,034 units, followed by Volkswagen Group at 130,563 (12 percent share vs 13 percent), BMW Group: 77,873 (7 percent share); and Stellantis: 66,613 (6 percent share). Stellantis N.V. is a Dutch-based automaker, formed in 2021 as a 50-50 cross-border merger between Fiat Chrysler Automobiles and PSA Group.

How’s Musk doing beyond his rock star status?

Tesla CEO Elon Musk continues to enjoy mega-celebrity status through his recent appearance hosting Saturday Night Live, with a guest appearance by his mother and many references to cryptocurrency. Displaying a bit of vulnerability was part of it.

“I’m actually making history tonight as the first person with Asperger’s to host SNL,” he said. “Or, at least the first to admit it, so I won’t make a lot of eye contact with the cast tonight. But don’t worry, I’m pretty good at running human in emulation mode.”

He was acting differently than we’d ever seen him, which says more about the requirements of hosting SNL than about what his personality is like. But don’t forget the power of celebrity, especially in the US. Musk represents a classic story in this country — born overseas (South Africa), immigrating first to Canada and later moving to the US as a Canadian student and eventually gaining US citizenship. How he was able to keep his equity in what was soon to become PayPal, and did very well when the company went public at a $1.5 billion valuation in 2002. 

Now he’s up there with Warren Buffett and Jeff Bezos as the business titans of the 21st century — but his Tesla and SpaceX companies do continue to demonstrate impressive achievements. What about strong performance during the worst pandemic in over 100 years? 

On Wednesday, Tesla had a $563.4B market cap compared to $55.53B for General Motors, $12.11B for Ford, $159.29B for Toyota, and $34.10B for BMW. A year ago, Tesla stock had dipped way down to about $165.50.

As for other impressive Tesla numbers: 499,550 global deliveries in 2020 compared to 112,000 deliveries in 2019. Tesla’s sales in China more than doubled last year amid the coronavirus pandemic, according to a recent filing. The carmaker’s sales in China of $6.66 billion last year accounted for about a fifth, or 21 percent of the $31.54 billion total. 

Then there was another major achievement, at sister company SpaceX: its Starlink is now delivering initial beta satellite internet service both domestically and internationally, and will continue expansion to near global coverage of the populated world in 2021. Musk said that its Starlink subsidiary could be going public, although SpaceX won’t be. 

Labor relations continue to be tense with Musk and those who’d like to see the United Auto Workers represent them. In March, the National Labor Relations Board decided that Tesla violated labor laws when it fired a union activist, and when CEO Elon Musk wrote on Twitter in 2018: “Nothing stopping Tesla team at our car plant from voting union. Could do so tmrw if they wanted. But why pay union dues & give up stock options for nothing?”

There’s been less attention on how tough of a boss Musk can be for management staff working at Tesla or SpaceX. He’s mostly being depicted in the media as a legendary corporate magnate who has excellent tips on how to make your company succeed. It appears his credibility increased quite a lot as the numbers increased during the worst pandemic we’ve ever seen. 

And in other news:

Ford electrified vehicle sales totaled 11,172 in April – up 262 percent and a new all-time monthly sales record. Mustang Mach-E sales totaled 1,951, F-150 PowerBoost sales totaled 3,365, while Escape electrified sales totaled 3,695 in April. President Joe Biden visited one of Ford’s test tracks in Detroit, and was able to take an electric F-150 Lightning out for a ride. He figures it goes from 0 to 60 in about 4.4 seconds. Ford was also pleased to see that demand for the Mustang Mach-E has shot up, with about 70 percent of customers who ordered them being new to Ford.

Daimler Truck and Shell New Energies said on Thursday they have signed an agreement under which Shell commits to setting up hydrogen-refuelling stations for heavy-duty trucks that Daimler Truck will sell to its customers. Under the agreement, Shell will from 2024 launch heavy-duty hydrogen-refuelling stations between the green hydrogen production hubs at the Port of Rotterdam in the Netherlands and in Cologne and Hamburg in Germany. Daimler Truck meanwhile aims to start delivering heavy-duty hydrogen trucks to customers in 2025.

Time Capsule 21st Century, a sister publication to GAM, just kicked off. Here are a few of the highlights…….. If time capsules were affordable, structurally sound, and placed in areas where future generations — hundreds and thousands of years from now — could be guaranteed access to the material, would you participate? What would you place in that time capsule? A Julias Caesar murder mystery, Catholic prayer kit, ‘Even Babies Love Him’ campaign flyer, are among my items you can see and read about. ………. Here’s a non-official survey I conducted when asking people who’ve avoided get ting a Covid-19 vaccination on why they went that route………. Do you think rock n’ roll has died? Are you way behind on who’s winning music awards, selling out concerts, and filling the airwaves/streaming services? Have you lost your favorite tapes/albums/CDs? There is hope. Start making your own playlists. Do you love music as much as I do? Read on for more on why you should pay for a music service and craft your own playlists……………Here’s one from 2006. How close did I get? “Forget Nostradamus. I Got Your Predictions Right Here.”

Here’s how you can participate in Time Capsule:

  • Post your comments in a forum on your experience with the vaccination:
  • Leave a comment at the end of any of the posts
  • Let the editor know if you’d like to share your writing with readers. Please email me at jtlesage1@yahoo.com if you’re interested in being part of it.
  • Put your name on the subscriber list (see top of right column) for free newsletters. 

Ever hear about What3Words? Developers of this advanced tracking technology have released to the world something that can track you by your cell phone down to a 3 x 3 meter square. Much better than Phase 1 that could only identify where you were in between cell phone towers that were miles apart. Then Phase 2 came out after that tapping into the GPS on your cell phone along with beaming off satellites and cell phone towers to narrow it down to 99 square meters. Now it gets much closer, and its starting to show up on tracking software. Some people may be upset that their personal privacy is being violated even further, but others don’t have that complaint — especially if they’re stuck on a mountainside and could have frozen to death unless the helicopter could find them and save their life. 

On Wednesday, May 26, The State of Sustainable Fleets report will be released and discussed by an expert panel. The repot gathered real-world data directly from early-adopter fleets across the US to provide deep sector-specific insights into the adoption of natural gas, propane, battery electric, and hydrogen fuel cell electric vehicles, against a baseline of diesel and gasoline vehicles. The analysis includes public, private, and for-hire fleets, including school, municipal/shuttle, urban delivery, refuse, utility, transit, short-haul, and long-haul sectors. This first-of-its-kind report includes unique insights into vehicle sale trends, anticipated vehicle development timelines, real-world infrastructure and fuel costs, and the growing adoption of renewable fuels.

That day, featured panel speakers will include John Morris, Executive Vice President and COO, Waste Management; Drew Cullen, Senior Vice President, Fuels & Facility Services, Penske Truck Leasing; Rakesh Aneja, Head of eMobility, Daimler Trucks North America; and Patrick Carré, Vice President, Commercial Road Transport Sectors & Decarbonization, Royal Dutch Shell.

Bye for now from the Editor, and a long list of Elon Musk’s wild ideas

Sorry to say it, but Green Auto Market will be put on hold for now. You may see it — or short variations of it — sent out in the months ahead; but not the semi-regular publishing schedule it’s been on this year; or the regular editions that stared going out to readers in June 2013.

While it was at first completely unexpected during this turbulent year, I’ve started a new job on a new career path. It’s a demanding, good paying, rewarding, full-time job that I started in mid-October. As for now, you get to make a guess on the new job from the following list:
—Editor of a transportation newsletter
—Communications manager at a Cal State university campus
—Public safety dispatcher at a law enforcement agency
—Manager at a Tesla retail store and service shop
—Market analyst at a consulting firm in Orange County

Clean transportation, electric vehicles, alternative fuels, mobility, and autonomous vehicles continue to be fascinating topics. I do look forward to seeing where all of it goes after the election season closes and the new year begins.

I appreciate your reader feedback and interest in the subject matter — and for those of you’ve who’ve done lengthy interviews with me and contributed guest columns. Thank you for your contributions; and thanks so much for opening and reading many, many issues of this newsletter.

I expect I’ll continue writing on this subject matter, as it is so fascinating and covers a wide spectrum of topics and critical issues.

I will be putting out a newsletter. I will be writing and publishing NEWSLETTER!!! when I have time do so. Click here to see the first version of it (actually the first since 2004) that will cover topics such as my favorite conspiracy theories and where housing is headed as we continue through Covid-19.

Story idea: Elon Musk’s big ideas and where they stand today
Writing about Tesla and chief Elon Musk has taken up quite a lot of my time over the past decade-plus, but I’ve gotten a big kick out of it. Here’s my latest idea for a story, though I’ve run out of time to do the research and writing. It’s yours if you want to pursue the project. Here’s what I see as the subject matter……..

  1. Underground transit tunnel beneath Los Angeles
  2. Virgin Hyper-loop
  3. Electric heavy-duty truck
  4. Super batteries and components of the future
  5. High-speed charging networks
  6. Tesla Energy battery storage accomplishments and offerings
  7. Upcoming Tesla vehicle launches
  8. What’s up with SpaceX
  9. The company’s autonomous driving technology
  10. Owners of autonomous Teslas renting out their vehicles for side income
  11. How SolarCity is doing
  12. New York solar cell factory with Panasonic (which seemed to end earlier this year)
  13. Gigafactory in Nevada and the next wave of batteries and vehicles production in Austin, Texas, Germany, China, and elsewhere.
  14. Taking another shot at having another significant other — and having more kids.
  15. Doing his part in keeping Tesla stock performing well — even though profitable quarters continue to elude the company and we’re in the middle of Covid-19.
  16. Tesla and SpaceX being a great place for young upstarts to gain great professional experience, but you wouldn’t want to stay there for very long and put up with Musk’s intensity and work-hour expectations; and the same being true for the company’s factory workers looking to make a good living.
  17. Did I miss anything?

Best regards,

Jon LeSage
Editor and Publisher

What to watch for in Washington during historic election season

Here’s wishing for a much better year in 2021 for health, diversity, economic stability, and sustainability. Here are a few issues and challenges that I’ll be watching for in the near future…….

California’s 2035 ban and an unsurprising EPA response
Gavin Newsom issued an executive order last week that will phase out the sale of all gasoline-powered vehicles by 2035 in California in a bid to lead the U.S. in reducing greenhouse gas emissions by encouraging the state’s drivers to switch to electric cars. Newsom’s executive order is said to be the most aggressive clean-car policy in the US. It does offer some flexibility for traditional cars and trucks vehicles to be owned and sold on the used-car market. Newsom, also supported a ban on petroleum fracking, but called on the California legislature to make that change.

US EPA Administrator Andrew Wheeler on Monday said the plan “raises serious questions regarding its legality and practicality” and said it could impact the state’s electrical grid. “California’s record of rolling blackouts — unprecedented in size and scope — coupled with recent requests to neighboring states for power begs the question of how you expect to run an electric car fleet that will come with significant increases in electricity demand, when you can’t even keep the lights on today,” Wheeler wrote.

Green activists have been protesting climate denial for years now.

Wheeler’s background is reminiscent of the former EPA administer. According to Wikipedia and other sources, “He served as the deputy administrator (of EPA) from April to July 2018, and served as the acting administrator from July 2018 to February 2019. He previously worked in the law firm Faegre Baker Daniels, representing coal magnate Robert E. Murray and lobbying against the Obama Administration’s environmental regulations. Wheeler served as chief counsel to the United States Senate Committee on Environment and Public Works and to the chairman U.S. senator James Inhofe, prominent for his rejection of climate change. Wheeler is a critic of limits on greenhouse gas emissions and the Intergovernmental Panel on Climate Change.”

Will the election carry over into December, or January, or……?
If President Trump loses reelection, we may be watching an historic first for America — the challenge of getting the previous president out of the White House. He’s stonewalling, suggesting he won’t be leaving. Asked at a press conference Wednesday if he would “commit to a peaceful transferal of power” if he lost the November election, Trump said: “Well, we’re going to have to see what happens.”

And what about his continued challenges over mail-in ballots being legitimate? Will Trump get his lawyers to drag out election results for a month or two after the election? It is going to stay interesting, especially as predictions extend out on availability of Covid-19 vaccinations; and whether a relief bill will make it through Congress. More will be revealed at tonight’s presidential debate. Then there’s the question of how you can creatively pay — and not pay — your taxes. The rules of the game continue changing; or at least can seem to be unenforceable for now.

What about the new Supreme Court justice?
Then there’s the Supreme Court, which sometimes can be the deciding force on what happens in Washington. There is a lot of concern that Trump’s choice to fill the open Supreme Court seat, Amy Coney Barrett, will be the sixth Republican-appointed justice — and a conservative justice, based on her past rulings and public comments. Legal issues such as greenhouse gas emissions, clean energy guidelines, and accountability for air pollution, will be going more in favor of fossil fuel companies and those denying climate change if Coney Barrett gets appointed. So even if Chief Justice John Roberts continues to occasionally vote with the opposition, that would still mean five justices will be winning the vote on the conservative, anti-regulatory side — if Barrett passes through senate confirmation.

What does the future of fracking look like?
Fracking won’t be going away, but which version of it gets enforced will be determined by the November election. Hydraulic fracturing, aka fracking, has been credited with helping America cut down energy imports. It also became a lightning-rod issue for environmental activists.

Fracking became the extraction method that over the past decade opened up gas shale fields and made the US less reliant on foreign oil and gas imports. Oil and gas companies pushed hard for fracking to be allowed to ramp up natural gas, oil, gasoline, and diesel production in the US. President Barack Obama issued a regulatory structure over it in 2015 — the first one in more than 30 years. The Obama administration was criticized for the new rule by environmental groups fighting fracking and other issues such as whether the US was going to allow the Keystone XL pipeline from Alberta to Texas. The White House made the case that natural gas released half the emissions of coal and would be a much better transitional energy source for power plants. Obama also pushed for improving the process including honest reporting of the chemicals used in fracking, which some say did clean up fracking. Some environmental groups supported it as a way to displace coal.

In late 2017 under Trump, the Interior Department’s Bureau of Land Management (BLM) published its ruling in the Federal Registry essentially overturning Obama’s 2015 rule. That decision was backed by a federal judge in March. California and several environmental groups had sued over the Trump administration’s repeal, claiming it was unlawful. The main argument was that the federal government was in violation of the Administrative Procedure Act and the National Environmental Policy Act. But Judge Haywood Gilliam Jr., an Obama appointee, sided with the Trump administration.

Biden is likely to follow a similar strategy spelled out in the Obama plan from 2015. He’s stayed out of it so far, but his campaign has said he does not want to ban fracking. He has proposed a ban on new oil and gas permits on public lands and waters. Trump would like to continue opening up all the available gas and oil reserves, no matter how damaging it could be.

Would Biden listen to Bernie and AOC?
Biden’s Build Back Better plan is a centerpiece of the Democratic presidential nominee’s campaign that he released prior to the Democratic national convention. The $2 trillion plan would set the US on a path to net-zero carbon emissions by 2050. It will include investing in renewable energy, advanced battery development, parts and components, and a broad charging network, to put a lot more electric vehicles on American roads and to build up clean energy. One stumbling block would be accessing enough rare-earth metals needed for making these batteries and other parts used in clean energy and tech. Most of it is mined overseas, with China leading the way. Trump’s trade battle with China makes it even more vulnerable.

The Green New Deal initiative, introduced to Congress in February 2019 by Sen. Ed Markey (D-MA) and Rep. Alexandria Ocasio-Cortez (D-NY), shares many of the clean energy goals as Build Back America but conflicts over health care and other issues. Then there’s the big question of whether clean energy and tech can really support the domestic economy and workforce, with is the foundation for Biden’s plan.

The Green New Deal, which was placed on the back burner in Washington after not gaining enough momentum, does differ widely from Biden on two fronts — medical coverage and living wages. Those two issues would bring an overhaul to the healthcare system and medical insurance coverage, and to the worker pay structure. They’re much closer to what No. 2 Democratic nominee, Sen. Bernie Sanders, had been hawking during both of his runs for president; and which inspired Sanders to co-sponsor a push last year to get Green New Deal enacted starting on the public housing front along with AOC, a popular nickname for Ocasio-Cortez.

Green New Deal would expand Medicare to cover all Americans — which is far closer to socialized medicine in Canada and several European countries than what’s been enacted through Obamacare. Another policy point would be providing a job guarantee that would bring a “a job with a family-sustaining wage, adequate family and medical leave, paid vacations, and retirement security to all people of the United States,” as stated in the bill.

Green New Deal would also enact more stringent rules on conversion over to clean energy from fossil fuels. While Biden would agree with Markey and Ocasio-Cortez on hitting net-zero carbon emissions targets, there’s a 20 year-gap in hitting the end goal. The Green New Deal proposal calls net-zero to be achieved by 2030.

Where are campaign contributions coming from?
Fossil-fuel interests donated seven times more to the Trump campaign than the Biden campaign as of June 30, according to the Center for Responsive Politics, a nonprofit research group. Trump started raising campaign funds right after taking office in 2017, so those numbers could be a bit skewed because of it. But major oil and gas shareholders would like to see Trump get reelected. Anything they’ve asked for — like more access to offshore oil drilling — has been handed over by the Trump administration.

Net exports continuing?
In 2019, total annual US natural gas exports were 4.66 trillion cubic feet (Tcf) — the highest on record, according to the US Energy Information Administration. Of that total, 61 percent went through pipelines to Mexico and Canada, and the rest of it, liquefied natural gas (LNG), was shipped to global markets. Shipping gas to markets like Asia and Europe could make America a net exporter of natural gas for the fourth year in a row. Net exports of crude oil have also been on that growth path.

Veterans of clean transportation from the 1970s will tell you about the historic impact both of the OPEC oil embargoes had on fuel prices, and shifting regulations and automotive engineering over to fuel economy. Access to transportation fuel and power station energy can play a significant role in what happens in geopolitics; that fact goes back much farther than the 1970s and will continue on well into the future. Making electrification and alternative fuels commercially viable and supported by governments and corporate executives — along with car shoppers and fleets placing orders — will always play a part in elections, government policies, and other big decisions.

What came out of Tesla’s Battery Day?
As part of Tesla’s Battery Day festivities, a bold plan was revealed. Tesla will start producing its own batteries by ramping up its new 4680 battery “pilot” factory. Tesla aims to reach 100 gigawatt-hours (GWh) of its own production by 2022 — in addition to whatever batteries it can source from Panasonic, LG Chem, and CATL. To give an idea of the scale, 100 GWh is two-thirds of Gigafactory Nevada’s full, unrealized potential, in only two years from now.

Tesla wants to produce three terawatt-hours (TWh) of batteries by 2030. That is 30 times more than the bold goal of 2022. CEO Elon Musk is well known for making hyper claims about Tesla’s performance and that of his SpaceX company, but you never know.

Latest news bites and commentaries:
AltWheels Fleet Day 2020 Conference: ‘SUSTAINABLE TRANSPORTATION IN A POST-COVID WORLD: Creating Opportunity from Uncertainty.’ The virtual conference is coming up Monday, Oct. 5. Keynoters will be Anirban Basu, CEO of Sage Policy Group and Bill Van Amburg, EVP of CALSTART. You will also be hearing from leaders in the field of sustainable transportation solutions including UPS, Ford, Toyota, Clean Cities, Nissan, GEOTAB, Proterra, Verizon Connect, Lion Electric, and many others.
To view agenda and speakers, please click here.

National Drive Electric Week events: National Drive Electric Week, is taking place Sep 26-Oct 4, 2020. The nationwide celebration to raise awareness of the many benefits of all-electric and plug-in hybrid cars, trucks, motorcycles, and more. This year, for the 10th annual National Drive Electric Week, we will be adding online events for the first time. Enter your location below to find national, state and local online events as well as local in-person events near you. You can also use the event map or the event list to see all events.

Hyundai’s Ultimate Mobility Vehicles: Hyundai Motor Group just announced the formation of New Horizons Studio in Mountain View, Calif. It’s a new unit focused on the development of Ultimate Mobility Vehicles, or UMVs for short. One of them was unveiled at CES 2019, Hyundai Elevate and is now the inaugural vehicle for the studio. The vehicle does not rely solely on wheels and is expected to address challenging driving situations – for example, a car with robotic legs could save lives as the first responder in natural disasters; or, people who do not have access to an ADA ramp could hail a car to walk up to their front door, level itself, and allow wheelchairs to roll right in.

Renewable diesel gets good capital rating: Renewable diesel has much potential as a growing market as gasoline and diesel continue to stagnate. Morgan Stanley sees real opportunities opening up in renewable diesel as US and international oil refiners make early moves to expand business in a declining industry. While not mentioned in the study, oil refining company Neste is continuing to bet on the fuel, having just added more than 100 renewable diesel sales points in the Netherlands. 

Uber returning to London:  A London judge found the ride-hailing/sharing giant is “fit and proper” to hold a license in the city, ending a years-long battle for Uber to win back its license to operate in the city. That will help as its one of the biggest global markets for ride services.

New Fisker office opening: Fisker Inc. just announced details surrounding its first dedicated engineering and technology center, to be located in the Mission District of San Francisco, and is being given the name ‘Source Code.’ This facility will be the focal point and development center for the company’s software and vehicle electronics, including both in-car and Fisker data center elements.

Beijing Hyundai EV announcements: On Sept. 25 at the 16th Beijing International Automotive Exhibition (Auto China 2020), Beijing Hyundai Motor Company shared its electrification vision that is driving its transformation into a Smart Mobility Solution Provider. At the show, Hyundai premiered its RM20e electric racing midship sports car prototype, Elantra N TCR and Prophecy concept EV model, demonstrating the reach of its EV ambitions.

Musk’s insane success secrets: Here are 10 success tips from CEO Elon Musk’s profile in the book, Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future. It offers a look into Musk’s work ethic and productivity secrets he uses to run two companies. Some of his productivity secrets could be helpful for the rest of us.

Disaster management and climate crisis: Growth industries for the next few decades

A consensus seems to be emerging that a vaccination will be tested and safe enough to be accessed by the general public sometime next year — from summertime to New Year’s Eve. The infection and fatality rate is expected to stabilize before or after, and health and safety concerns should lift enough for the global economy to recover. At least that’s the theory.

Climate change isn’t getting that kind of high hope and positive expectation. Climate crisis has become the norm in the past few years with evidence of it coming from Western state wildfires and regular tropical storms hitting the East Coast; and events like it occurring around the world. Then there’s the temperature continuing to go up, with California’s Death Valley reaching 130 degrees Fahrenheit recently, the highest temperature ever measured on the planet. The death toll has been increasing from all of the devastating impact of climate change, such as cities like Phoenix recording their hottest months ever.

Stakeholders in emergency management services, land development, healthcare, waterway restoration, and transportation, have been hearing alarms sound over it for years; but it has become more pressing in the past five years with brush fires destroying millions of acres and tarnishing air quality.

So, what’s the latest?

—The Federal Emergency Management Agency (FEMA) has been doing much better since the president invoked the Stafford Act in March and declared the coronavirus pandemic a national emergency. FEMA has been getting more funding and support, but onlookers acknowledge it could be much better if the federal government could play a more clear and decisive role. While FEMA and other agencies are getting better marks for responding to Covid-19, climate change continues to be ignored.

Climate change “affects almost every single thing in emergency management,” said Samantha Montano, assistant professor of emergency management and disaster science at the University of Nebraska, Omaha. “We’re not ready for what is coming.”

—Bill Gates would like to see the US clean up its act on bringing a vaccine to people in this country — and coordinate with the best of what’s going on around the world. He has that suggestion for clean transportation as well. Gates said that the Bill & Melinda Gates Foundation has played a matchmaker role between several possible Covid-19 vaccine makers, based on the connections the group made on vaccines for other diseases, like malaria.

Gates has also been leading the $1 billion Breakthrough Energy Ventures fund to fight climate change. Startups need to showcase a scientifically sound technology that has the potential to reduce annual global greenhouse-gas emissions by at least 500 million metric tons. And last month, Gates posted in LinkedIn on his ideas on how to meet one of his objectives: “We want more people to be able to travel without contributing to climate change,” he wrote.

—What about investing in technology that could support firefighters in their battle with brushfires? Could there be a way to spur cloud formation and rain in given areas? Well, it’s a great idea but doesn’t appear to be approaching reality anytime soon. One methodology that is available is more realistic weather forecasting, which can be utilized for disaster preparation.

In late 2013, biotech giant Monsanto bought Climate Corporation for approximately $1.1 billion. While Monsanto was then under fire from activist groups for its role in propagating genetically modified organisms (GMO) in agriculture, the company’s Climate FieldView system is now a standard in agriculture.

While some leaders like President Trump are climate deniers, scientists are getting it right and forecasting climate change more accurately. Earlier this year, NASA found that 10 of 17 increasingly sophisticated model projections of global average temperature closely matched observations. And after accounting for differences between modeled and actual changes in atmospheric carbon dioxide and other factors that drive climate, the number increased to 14. Authors of the NASA study found no evidence that the leading climate models in which they had evaluated systematically overestimated or underestimated warming over the period of their projections.

And in other news……..

At its much-hyped Battery Day, Tesla Inc. yesterday unleashed a list of innovations that CEO Elon Musk said could make battery-making cheaper and would assist rolling out a $25,000 Tesla electric car within three years. At Tesla’s socially distanced outdoor Battery Day event, Musk said the company is moving toward eliminating cobalt in its batteries; a new powertrain for the Model S that could get to speeds of 200 mph; and a new cathode plant to streamline its battery production.

Sad news for those who own the GenZe electric scooter. After setting up a temporary shutdown plan to survive Covid-19 earlier this year, the company is now in the process of closing its shutters for good. The Mahindra-owned company did look very promising a few years ago with its functional bikes and a factory that built vehicles in the US. The holding company liquidated GenZe’s assets after deciding to shutter a number of its unprofitable subsidiaries and is working on completely dissolving the company in months ahead. One friend of mine found out from a West Hollywood maintenance shop that GenZe isn’t getting any support — no parts that can be shipped, and no one is answering the hotline. GenZe says more will be coming out later.

Worried about breathing air during brush fires and climate catastrophe? Volvo Cars has introduced a world-first premium air quality technology to address these issues for its 90 and 60 Series models, based on its Scalable Products Architecture (SPA). The company’s new Advanced Air Cleaner technology comes with a sensor that measures PM 2.5 levels inside the cabin, creating a feature not available in any other car currently on the market. It’s staring out in China, where PM 2.5 measurements and related information services are well-established. Volvo drivers in China can compare air quality inside the cabin to that outside the car. PM 2.5 has become a widely-used measure for air quality, the company said, as its indicates the amount of fine particulate matters in the air.

Connecting the Dots — looking at data and analytics in economics and Covid-19

These indicators seem to look better now than in March and April, but economists warn that it’s still too early to assume that stability has returned. Unemployment has come down, but there’s concern over the accuracy of the reporting; and that it’s still way above the 3.5 percent to 4.5 percent rate when the economy is within a stable rate. The GPD being down so dramatically is a significant indicator to follow.

A Wall Street Journal/NBC News poll shows mixed messages on the economy and public perception of it. The current unemployment rate and rising stock prices may be part of what could be recorded as the deepest and shortest downturn after Covid-19 hit the US. An economic recovery has started, but its growth and stability are still unknown; and that recovery is accompanied by large amounts of government borrowing. The opinion poll showed support for President Trump on the economy, but some of those who gave him a good economic leadership rating don’t plan to vote for him in November.


While the three stock market indices are looking better, the stock markets are still going through waves of volatility. Stock performance is expected to stay in the green into the new week. On the other side, it looks like Covid-19 relief spending may not be coming from Washington. Democrats and Republicans are still more than a trillion dollars apart from striking a deal.

As for economic forecasts in the pandemic climate — Global economies are expected to be several quarters away from returning to pre-pandemic levels with Asia seeing its first regional recession in 60 years……… OPEC and BP are predicting oil prices will be staying down for quite a while………. Automakers and their suppliers have been returning to near-normal activity in production plants; engineers and designers are getting back to work on the next-generation electric vehicle propulsion, and autonomous systems are still drawing support with delivery drones and robots getting the most push lately. Amazon, FedEx and other companies are lobbying for favorable regulation as automated e-commerce delivery becomes more popular due to the pandemic.


US consumers did quite a bit of online shopping in the second quarter — increasing 31.8 percent from the previous quarter; and 44.5 percent year over year, according to US Census Bureau of the Dept. of Commerce. That made for $211.51 billion in revenue — up from $160.41 from Q1. But it wasn’t enough to level out the negative impact of numerous losses from brick-and-mortar store closures; and total retail sales were down 3.9 percent from the prior quarter.


Amazon’s recent financial performance ties in closely to the online shopping numbers. The company’s sales skyrocketed 40 percent year-over-year to to $88.9 in its fiscal second year. Profits also doubled year-over-year to $5.2 billion during that quarter. The company also reported spending about $4 billion on Covid-19—related expenses such as adding additional safety measures at the company’s warehouses and facilities, personal protective equipment employees, and $500 million for bonuses to logistics and delivery workers. The company will continue hiring in its fourth round this year — 100,000 workers to meeting growing order and delivery demand; and 33,000 in corporate and tech roles with pay averaging $150,000.


Tech firms are creating new jobs — as employees have been stuck at home, employers have brought in new managers to manage the new, virtual workplace — and to prepare for a lasting remote workplace for many workers. Tech firms like Facebook are doing most of the job postings for jobs such as, “director, remote work.”


US debt last month reached its highest level compared to the size of the economy since World War II and is projected to exceed it next year as the coronavirus pandemic continues on. The Congressional Budget Office reported that federal debt held by the public is projected to reach or exceed 100 percent of US gross domestic product, the broadest measure of U.S. economic output, in the fiscal year that begins on Oct. 1.

Questions have never been clearly answered by California Gov. Gavin Newsom on why reducing the cases and fatalities was so positive for the state in March, but so awful by summer time. California and several other states seemed to be bending to large employers and other interests. But what is the real cost of going this rate in fatalities, medical care and emergency services, and what it may be doing to education and the workplace?


Asian countries are credited with enacting strict social protocols and seeing much lower infection and fatality rates — as shown above in China’s numbers, the country where all of it began in December 2019. The trade war between China and the US has been behind many of the actions taken by both governments this year. Two Chinese companies were hit with trade sanctions last week by the US Commerce Dept., something that continues on a regular basis in the US and China; with the White House citing national security as the reason for restricting exports.

And in other news………..
General Motors is partnering with Nikola to engineer and build the Nikola Badger for both the battery electric vehicle and fuel cell electric vehicle variants. Nikola anticipates saving over $4 billion in battery and powertrain costs over 10 years and over $1 billion in engineering and validation costs. GM expects to gain more than $4 billion of benefits between the equity value of the shares, contract manufacturing of the Badger, supply contracts for batteries and fuel cells, and EV credits retained over the life of the contract. The Detroit automaker’s CEO Mary Barra said Monday that the company conducted “appropriate diligence” in the $2 billion deal with Nikola. That follows fraud claims made last week by short-selling firm Hindenburg Research. But the Securities and Exchange Commission will be examining whether the deal could be violating securities laws.


NGVAmerica’s Annual Industry Summit will transition to an online format for Fall 2020 due to the Covid-19 pandemic, which will go online Oct. 20th to 22nd from 12:00 p.m. to 3 p.m. ET daily. Registration for the virtual sessions is now officially open at NGVShow.com. On-road, off-road and everything in between will be featured, from traditional freight, refuse, and transit applications to growing marine, rail, and construction use in vehicles powered by natural gas. Program details are being finalized now built around daily themes: Market, Sustainability, and Public Policy.

Possible scenarios for the next phase of these tumultuous times

Summertime is coming to an end with Labor Day over now. Students are going back to school; if the school will be opening and allowing them to attend. We’ve got a big election coming up, and interest remains high on other fronts — including whether a Covid-19 vaccine will be available soon, protesting continues, fires and hurricanes surge on, and what impact all of this is really having on the economy (more on that topic next week).

What could happen to transportation, mobility, and fuel in this environment? Election results will be the main event to answer that question, with a wide chasm between the Trump and Biden campaigns on climate change, clean fuels and energy incentives, low-interest loans for cleantech, and other key issues.

Here’s a look at some of the news coverage, polling, and forecasting that’s analyzing what’s going on out there during such a turbulent time.

Are kids going back to school?
Students in K-12 school districts, colleges/universities, and technical training programs— both public and private — have been going back to classrooms across the country; and some will have to wait a few more weeks before the school opens; or stay at home and attend through online courses for the time being. At the college level, many of the announcements came out in late July or early August, with some of them surprising students and their families by retracting earlier plans to open up again; many of these announcement came from private colleges and universities. The real challenge has been discerning when its safe enough to open up, and what health and safety protocols have to implemented. Experts have been looking at zone mapping and other reports on red zones to avoid, and yellow and green zones that can be accessed following strict guidelines.

Who’s winning electoral college votes?
Lessons learned during the 2016 election seem to be taken very seriously this year by both presidential campaigns. Hillary Clinton may have had about a 2.8 million lead in popular votes, but didn’t have enough electoral college votes to score the victory. Sifting through polling data and electoral college state forecasts show Joe Biden so far to have a clear lead. The Economist, as of Sept. 8 data, shows Joe Biden taking 334 and Donald Trump taking 204 with a minimum of 270 needed to win.

Mail-in ballots — what could be the impact?
President Trump has been sounding an alarm about mail-in ballots ruining this election, which he’s called “the greatest scam in the history of politics.” Election experts say the US is not mired in election scams, as is the case in many countries around the world. Cases of mail-in voting fraud, and electoral fraud in general, are exceedingly rare in the US. While it was common to see fixed ballots in US elections many years ago, especially in small towns, the issue this year appears to be about the huge change coming from polling booths being closed due to Covid-19 and the necessity of mail-in ballots. Will the head postmaster at USPS be able to carry it out on time, and is he willing to do so? Trump may be stirring the pot in this election since he’s been trailing behind Biden in early polling surveys. If he does challenge the results from Tuesday, Nov. 3, it could be dragged out for several weeks; something like former vice president Al Gore calling out an investigation of Florida votes from the 2020 election.

Covid-19 vaccine testing and hope for recovery
The Centers for Disease Control and Prevention has asked public health officials in the states to prepare to distribute a coronavirus vaccine by late October or early November. It that coming from pressure by the Trump administration to look good for the election? Readiness to start testing? The need to pressure key players to get it started? It may take longer than hoped for, now that Pfizer, Johnson & Johnson, Moderna, and other vaccine developers are said to be planning to issue a pledge not to seek government approval until the vaccinations prove to be safe and effective. The pharmaceutical companies might issue the pledge soon, according to two people familiar with the matter.

How candidates are addressing police tactics and protesting
Messages given by the two presidential campaigns could be their most significant and long-lasting statements this year; though stopping Covid-19 and restoring the economy are up there on the list, too. The Trump campaign is downplaying charges of racist law enforcement tactics, especially treatment of black Americans; Trump instead is speaking about bringing back order and safety to cities torn by police shootings, protests, and upheaval. The Biden campaign is coming from the other side — as clearly represented by Biden speaking on the phone with Jacob Blake, the black man shot in the back and paralyzed by police in Kenosha, Wis., and visiting sites in that town where demonstrations had taken place. That was soon after Trump had visited the city to praise law enforcement and reiterate his party’s messages over urban unrest.

Extremist groups taking advantage of protest demonstrations
Protests have taken a deadly turn in the last three weeks, and authorities say extremists are responsible. The Wall Street Journal released a podcast last week detailing it, with what happened in Charlottsville, NC, in 2017 during the Unite the Right rally as a predecessor of what’s been taking place in Wisconsin and Oregon. Protests started by some of these right wing groups (and a few left wing groups) in April over what they saw as extreme measures take by government to contain Covid-19. Left wing, anti-fascist Antifa groups started showing up at protests too for Black Lives Matter along with extreme groups on the right. Boogaloo Boys, Patriot Prayer, and other right-wing groups have been champions of chaos, which some would like to see take the form of another civil war. These are not like right-wing groups in the past with well known leaders showing up at events. Now these activists can just show up somewhere, cause damage, then quickly exit. The far-right vigilante who killed two protesters on the streets of Kenosha, Wis. on Aug. 25, raised more concerns about these killings increasing. Tension was added with 1,000 pro-Trump, right-wing protesters gathering outside Portland, Ore. yesterday in a show of force against left-wing protestors. Law enforcement may have to use what worked well in containing ISIS in the Middle East, analysts say; another tactic would be banning guns at events and strictly enforcing it.

California ballot initiative could stop AB5
If a California court allows the state’s AB5 implementation to precede in the coming weeks, which is expected to be the case, the business model for Uber, Lyft, and other mobile app-based company operating in the state, will be overturned. But they’re at war with the state, and may block enforcement of AB5 through Proposition 22. The ballot initiative has been funded by Uber, Lyft, DoorDash, Instacart, and Postmates. While AB5 established three criteria that workers must meet to be independent contractors rather than employees, Prop. 22 would exempt app-based drivers from this test, labeling them as independent contractors. So far, they’ve raised more than $110 million to promote the bill, while opposition has only raised $900,000. If it does get passed by voters, the legal issue won’t be automatically resolved. That will probably take more time in courtrooms, which could mean years before it’s legally defined. Uber, Lyft, and the others will probably continue to operate under their current business models — unless an appeals court decisively rules that AB32 will be protected.

Auto sales and EVs
US car sales were down 19.8 percent in August, and automakers expect sales to remain depressed for the remainder of the year. Those looking for more affordable, smaller new cars and crossovers, are being nudged out to the market as automakers have limited their inventory to larger, higher-margin vehicles. “We’ve just been amazed at how resilient the market has been,” said Michelle Krebs, an analyst for Cox Automotive. “The people who have money have plenty of it, and they are spending it on expensive vehicles. The low end — that’s where the job losses are.”

China’s auto market is expected to grow only slightly in the next five years, according to the China Association of Automobile Manufacturers (CAAM).
Auto sales are expected to record 27.75 million vehicles in 2025 up from 25.77 million in 2019. Sales of new energy vehicles came in at 1.24 million units last year. The government would like to see 2 million NEVs sold per year, but that will take a while to get through the Covid-19 crisis and for more government incentives to come back to the market.

It’s been fascinating to watch Tesla’s stock perform well during Covid-19. The worst thing that’s happened lately is that company isn’t quite ready yet to be added to the Standard & Poor’s 500 Index rating; but CEO Elon Musk probably doesn’t care. Tesla retained 19 percent of the global plugin vehicle market during the first half of this year. What changes is that top selling corporations that own several different automotive brands as well as “alliances” of brands had higher percentages of the overall market.
Volkswagen Group had 13 percent of the market; Renault-Nissan Alliance had 9 percent of the market, and BMW Group and Hyundai–Kia each had 7 percent of the market. Sales are down from last year, unlike Europe where EV sales doubled last year’s rate, coming in at 8 percent of the market in the first half of 2020. The overall market plunged 38 percent while Europe’s EV market grew. The numbers were skewed and represent only 14 countries making up 98 percent of the battery electric vehicle market.

Mobility, travel, and fuel
Ride-sharing/hailing through the major global brands has been hard hit, while autonomous vehicle test runs where put on hold in the spring. The long-term trends may be positive for traditional automakers. For car shoppers who had used mobility services, about 39 percent say they plan to use services like Uber and Lyft less often from now on, according to a June survey. About 44 percent say they plan to take public transportation rides less often. About a third of those surveyed plan to use their personal vehicles more often when Covid-19 comes to an end. “The conclusion is that people are really seeing cars in a new light, both as an escape – a way to get away from the quarantine and stress that we’ve all had over the past several months – but also as a safe way to get around,” said Madison Gross, director of consumer insights for CarGurus.

As for travel and tourism, that global industry has seen its worst performance since 1950. Smaller countries completely dependent on the travel business have been particularly hard hit. That comes as no surprise given that cruise ships, airlines, and airports were put on hold before other industries in early 2020.

On the freight transport side, the US Dept. of Transportation unveiled the National Freight Strategic Plan on Sept. 3. The plan’s objectives include improving the safety of the freight system, modernizing infrastructure, and supporting the development of data and technologies as primary goals.

Oil prices, along with gasoline and diesel, are expected to stay down for the near future. The world’s largest oil exporter, Saudi Arabia, cut pricing for oil sales in October, as the oil producer sees fuel demand wavering amid more coronavirus flare-ups around the world. WTI Crude has been trading around $40 per barrel lately, a modest improvement over the crash starting in the spring. For gasoline and diesel prices in the US, the Energy Information Administration forecasts that gas will average $2.12 per gallon this year and $2.23 next year. For diesel, the EIA said it expects the average national price to stay at $2.54 per gallon this year and $2.57 next year.

Natural gas and electricity are expected to stay at about their same levels as experienced since 2018, with only a slight cost increase expected for next year according to EIA. As reported in ACT News, stability in natural gas fuel prices continues to help commercial fleets make the case for investing more in clean transportation. Compressed natural gas has been the widely used alternative to diesel in heavy freight transportation.

And in other news:

Sustainable Transportation in a Post-Covid World: Creating opportunity from uncertainty the focus of AltWheels Fleet Day

AltWheels Fleet Day will be bringing together corporate and municipal fleet managers and clean-fleet stakeholders to reduce emissions, lower costs, and create solutions for tomorrow’s sustainable transportation needs. The virtual event takes place on Monday, Oct. 5., 2020. The event consists of panels, exhibits, and vehicles offering a showcase of alternative transportation solutions.

The event’s keynotes include:
Strategies and best practices for decarbonizing transportation: how to make progress during the COVID cloud by Bill Van Amburg, CALSTART.
Overview on critical shifts: Transportation post COVID-19 and where the economy is going Anirban Basu, Chairman & CEO Sage Policy Group  
Keynote speakers this year including Anirban Basu, Chairman and CEO of the Sage Policy Group. Anirban serves as Chairman of the Maryland Economic Development Commission, teaches global strategy at Johns Hopkins University, and serves the Chief Economist function for a number of organizations around the country.

Leading strategies from fleet managers managing in uncertain times: How to move forward and find opportunities in the current environment with speakers from UPS, NACFE, National Grid, and Trucking Association of Massachusetts.

Green Auto Market is co-hosting AltWheels along with several Clean Cities coalitions, NAFA, NACFE, and other organizations. You can register for the event here on this site.