Integrated Mobility
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Integrated Mobility

We help clients develop a holistic perspective to prepare for and stay ahead of disruptions in urban mobility.

By 2030, almost 60% of the growing global population will live in cities. As technological innovations in the form of electrification, connectivity, and autonomy advance, the way people move around urban environments is set to change dramatically. New business models (such as rideshare platforms), increased urbanization, and the growth of “megacities”—those with over ten million people—are already changing traditional mobility patterns. This presents opportunities for both the public and private sectors to capitalize on the growing cross-industry shifts taking place.

Our research focuses on how social, economic, and technological trends will evolve by 2030 to disrupt mobility at the local level. While globally, mobility systems will look similar to how they do today, we anticipate significant differences across individual cities based on local conditions and needs. There are approximately 50 urban areas expected to lead the way in mobility innovation and reveal the effects across areas that include power systems and use of public space.

Projected impact

An integrated perspective is critical for key stakeholders to adopt since the various mobility trends—infrastructure, autonomous driving, connectivity, decentralization of energy systems, electrification, shared mobility, and public transit—are interrelated and will affect both consumers and businesses alike.

Each of the mobility trends should be evaluated to understand the eight reinforcing impacts they bring, which will vary in pace and scale across geographies. Such examples include the growth of vehicle electrification due to increased mileage from shared mobility. Vehicles used for ride hailing accumulate annual mileage of 70,000 versus 13,500 from the average private vehicle in the US. The higher the mileage (that is, utilization), the lower the total cost of electric-vehicle (EV) ownership, resulting in their increased demand.

Integrated Trends

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Reinforcing effects

  • An uptake in shared mobility will accelerate electrification, as higher utilization favours the economics of electric vehicles.
  • Self-driving could merge shared mobility business models into a single proposition competitive with private car ownership and public transport.
  • Self-driving—private and shared—vehicles are likely to increase mobility consumption in which case electric vehicles offer lower total cost of ownership.
  • An uptake in shared mobility will affect public transit.
  • Electric vehicle production at scale would accelerate battery cost reductions, with multiple effects.
  • Self-driving electric vehicles will have different usage and hence requiring different requirements for charging infrastructure.
  • Increasing renewable power generation will make electric vehicles more attractive as a means to reduce the carbon intensity of the transport sector.
  • Self-driving vehicles might accelerate the uptake of IoT applications.
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Client impact examples

Helping cities go green

A group of cities develops initiatives to reduce greenhouse-gas emissions, local air pollution, and congestion.

Refining new investment ideas

An oil-and-gas downstream company leverages its existing capabilities and assets to update its business model amid the emergence of new mobility trends.

Upgrading grid infrastructure

A utility provider and grid-management company analyzes the expected increase in demand for electricity due to the uptick in electric vehicles in a specific location.

Cross-industry perspectives

Our holistic perspective to mobility disruption reveals that the impact will be felt across multiple sectors, including:

Oil and gas

Updates will be made to business models as demand for automotive fuel decreases.

Technology

Integrated smart solutions (for example, technology for smart traffic, connecting city infrastructure and vehicles) and partnership models will develop.

Travel, transport, and logistics

Partnerships will be introduced to compete with alternative and cheaper modes of transport brought by shared mobility.

Automotive

New business models will arise to keep pace with increased customer expectations for powertrain options and new formats, along with updates to spare parts distribution.

Cities

Partnership models and data capture to improve infrastructure (for example, traffic patterns, congestion) will further develop.

Insurance

There will be an impact on insurance premiums and revenue patterns.

Proprietary assets

Our research helps us develop extensive insights and tools to address various areas of interest in the integrated perspective to mobility that include:

Mobility disruption adoption in cities

Our EV City Index tool provides a database of city information that identifies the primary cities that will experience mobility disruption.

Mobility Value Chain model

Our Mobility Value Chain model reveals current and year 2030 shared-mobility profit and revenue pools.

Adjacency opportunity identifier

Our Start-up and Investment Landscape Analysis tool helps assess investment opportunities in adjacent markets.

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