Drive On, LLC

Name: Drive On, LLC
Address: San Francisco, CA, 94117, US
Telephone: +19253897580

Strategy consulting to drive acceleration of decarbonization efforts across the transportation, energy, technology and policy sectors.

12/31/2024

Worthwhile 20 minute piece on the Chinese BEV automaker successes in the ASEAN region’s second largest economy, Thailand. With import taxes relaxed, the Chinese OEMs are well positioned to supplant the strong placement the Japanese automakers have enjoyed for decades. Quicker decision making and rapid transition to BEVs by the Japanese OEMs can help stall this trend, but the clock is ticking. Note the trend of historical Japanese auto dealers migrating to Chinese brands in Thailand.
Experts estimate Thailand to grow to 50% BEV sales by 2035. Stands to reason in a heavily motorized country with relatively condensed geography (easier to set up charging infrastructure) and need to address air quality.

The "Detroit of Asia" and the Japanese automakers largely responsible for helping Thailand gain that nickname are at a major turning point now that BYD and 1...

07/04/2024

Well positioned analysis of the recently announced Volkswagen > Rivian investment . Highlights the need for ecosystem investment to drive demand, the importance of ubiquitous technology that can be leveraged across all OEMs, and the challenge the established mature car makers face in cost and slow movement. Once again, they turn to partnerships. Improves speed to market and nimble posturing.

Volkswagen is investing $5 billion in the US electric vehicle maker Rivian to form a joint venture aimed at advancing both companies' electric vehicle techno...

04/08/2024

This piece by DW once again raises the clear issue of BEV charging infrastructure lacking across the globe. With at times poor charging station digital mapping and spotty station performance, range anxiety as well as price continues to impede adoption. Though the vehicles continue to evolve for the better, including the prospect of solid state batteries, the charging infrastructure evolution must also keep pace. Governments need to point funding and development efforts more in the BEV infrastructure direction and less on car manufacturer BEV mandates.

In China today, a growing number of observers think that, facing intense competition from Chinese EV manufacturers, Europe—and German legacy brands in partic...

12/06/2023

Interesting segment on the dichotomy China faces in providing reliable energy to the population while still massively investing in renewable energy.
China leads the world in wind and solar equipment production at an overwhelming rate, yet must wrestle with avoiding mainly rural blackouts by providing ample fossil energy, mainly fueled by coal.
Once again proof that it’s not an “either/or” but rather an “and” scenario in providing the world with adequate energy, e.g. it’s all required, but key is decreasing fossil while massively increasing renewable energy.

China's climate story is a contradiction. On one hand, it produces more emissions than any other country, by far. But it’s also investing significantly more ...

10/28/2023

A clearly laid out and balanced piece on pros and cons of battery electric (BEV) vs. hydrogen fuel cell (FCEV) commercial transport. While BEVs hold advantage in efficiency and infrastructure development, challenges in battery weight, charging time, and range remain. For FCEV commercial transport, the filling time, weight, and range challenges of BEV are overcome, but difficulties remain in affordable and plentiful hydrogen supply and infrastructure. Perhaps better to look at this as both are needed depending on application rather than winners or losers in this race.

Truck manufacturers are under immense pressure to cut emissions. But should they bet on fully electric batteries, hydrogen fuel cells or even both? Multinati...

09/05/2023

China BEV makers are on full display at the IAA Mobility 2023 show in Munich this week. It’s becoming a battle for the BEV export market depending on the needs of the global regions. Note the negative impact of higher interest rates on EU export health. China economy slowing is also likely to drive aggressive China BEV export pursuits.

Chinese e-vehicle makers flock to the mobility show in Munich with high confidence and even higher production volumes. We’ll hear from correspondent Kristie ...

09/02/2023

Interesting piece on whether the move away from the free market model is firstly fair and secondly sound. After decades of global commerce and its associated supply chain, circumstances of the last 4 1/2 years have upended the global economic model, exacerbated by a growing renewable industry driven to mitigate climate change. Is this move away from the free market creating further socioeconomic inequality? It seems perhaps a risk.

For decades, the free market was lauded for fostering enterprise and pulling millions of people out of poverty. Today, as younger generations struggle to ach...

08/10/2023

The mining sector is racing toward decarbonization goals. This time Rio Tinto announces massive shift to electrified vehicles and machines, while at the same time contributing to a green grid via wind and solar investments.

Anglo-Australian miner will also tap wind, solar power to cut footprint in half by 2030

06/16/2023

Germany endeavors to manufacture 100% carbon neutral steel via hydrogen by 2045. At Thyssenkrupp, Germany’s largest steel maker, 2bn euros in government subsidies are needed to compete on the global steel market where China owns a large 60% global share. There is concern Brussels might waiver on this number.

Workers at industrial giant Thyssen Krupp have been protesting against EU state aid rules blocking a massive cash injection aimed at making the industry more...

06/11/2023

The “Made in China 2025” policy outlined in 2015 is now reaping rewards. The back integration of BEV components now long established in China is vaulting Chinese BEV automakers onto the global stage. The quality gap with the European and American BEV car brands is also purportedly being closed, including improved driver assistance, range, and overall driving experience features.

Description: More than a quarter of the electric vehicles being imported into Germany are coming from China - building on Chinese dominance back home. We ask...

04/26/2023

Another interesting piece highlighting how BEV charging infrastructure lags vehicle availability which by definition thwarts consumer demand. Can the global energy and automotive sectors do more to invest further to bridge this gap? Not easy to build business case to do so when demand is not there, e.g. chicken or egg.

Demand for electric vehicles is growing and a new report forecasts that one out of every five vehicles sold worldwide this year will be electric. But chargin...

04/13/2023

US EPA announces aims toward more stringent tailpipe emission standards thus propelling BEV infrastructure investment. However, this piece fails to address the carbon contribution to electrifying transport with a primarily fossil fed grid.

The Biden administration rolled out its most aggressive effort yet to combat climate change with tougher emissions limits for cars and trucks. But several ch...

Address

San Francisco, CA
94117

Telephone

+19253897580

Website

http://www.driveonllc.com/

Alerts

Be the first to know and let us send you an email when Drive On, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Drive On, LLC:

Shortcuts

Want your business to be the top-listed Business in San Francisco?