Mobility, transportation and logistics account for around 16% of global Co2 emissions. With the further growth of global supply chains and e-commerce, emissions from logistics are bound to increase unless technological solutions help to mitigate this growth.

Our investment hypothesis is driven by:

1 Personal mobility

•     Main scepticism from consumers apart from the price of a new EV remains maximum driving range
•     Charging infrastructure needs to be increased massively. Currently, there are only 330,000 chargepoints in the EU, compared to an expected 40m EVs by 2030
•     There are many technological solutions to connect chargers from different providers and make the interaction as seamless as possible – however, the EU is lacking in installations

2 Last mile & urban logistics

•     Last mile logistics account for 30-50% of delivery costs of B2C parcels and is a major driver of carbon emitted in logistics. Making the last mile more efficient is both an economic and ecological imperative
•     Make delivery more sustainable by introducing low carbon modes of transportation for last mile logistics such as EVs, e-bicycles etc.
•     Reduce mileage through better routing, higher delivery rates, bundling routes etc.
•     Reduce the footprint of urban personal mobility by increasing use of public transport and shared (micro-) mobility

3 Long-distance transportation

•     Hydrogen technology could be key to making trucking & shipping more sustainable, though more R&D is needed in this area
•     EU introduced an obligation to increase the share of sustainable aviation fuel used from 2025 onwards
•     Multimodal transport can increase sustainability by combining various modes such as trains, trucks & ships. However this requires further digitization of logistics