Investment Rating - The report indicates that sustainable fuels present a significant investment opportunity for private capital, with institutional and infrastructure investors having approximately $50 billion available for fresh investment annually [4]. Core Insights - The transport sector is responsible for 14% of global greenhouse gas emissions, with sustainable, low-carbon fuels being essential for decarbonizing long-haul flights and shipping [3][5]. - By 2050, the aviation sector will need to decarbonize 11,600 million tons of fossil jet kerosene, while maritime will require 9,500 million tons of fossil fuel replacement [3]. - A significant supply-demand imbalance for sustainable fuels is projected by 2030, with a gap of over 15,000 kilotons anticipated, which could hinder decarbonization efforts [5][6]. Summary by Sections The Need for Sustainable Fuels - The transport sector faces increasing regulatory, financial, and consumer pressures to decarbonize, particularly in maritime and air transport, which are hard to electrify [7][9]. - Emissions from these sectors are expected to reach approximately 1.8 billion metric tons of CO2 equivalent by 2030 if no action is taken [8]. Challenges to Funding - The report identifies several key challenges to funding sustainable fuel projects, including technology readiness, economic risks, execution risks, regulatory uncertainty, and the need for education on investment opportunities [11][12][22][26]. - High CAPEX projects like sustainable aviation fuel (SAF) face difficulties due to inflationary pressures and high interest rates, complicating investment [12]. Government and Private Sector Actions - Governments are encouraged to introduce clear blending mandates and CO2 taxes to support sustainable fuel adoption [29][30]. - Private sector stakeholders, including producers and investors, should diversify their investment strategies and secure long-term contracts to mitigate risks [33][36]. Market Potential - Sustainable fuels are seen as an attractive investment class, with decreasing market and technology risks and comparable economic returns to other infrastructure investments [36]. - Coordinated efforts among stakeholders in the sustainable fuel ecosystem are essential to unlock financing and demonstrate market potential [37].

Investment Rating - The report does not explicitly provide an investment rating for the industry or technology discussed Core Insights - Technological innovation is crucial for addressing climate change and achieving net zero emissions while enhancing economic and social well-being [3] - The Direct Solar Reflection (DSR) concept aims to harness solar energy from space to improve the efficiency of ground-based solar farms, potentially increasing energy production by up to 60% annually near the equator [8][10] - DSR infrastructure could avoid approximately 8.8 billion tons of carbon emissions over 30 years, yielding a net CO2 benefit of around 8.7 billion tons after accounting for operational emissions [13] Summary by Sections Energy from Space - The DSR concept involves deploying mirrors in low Earth orbit to reflect sunlight onto solar farms, enhancing their energy output, especially during non-peak sunlight hours [4][6] - Initial deployments of DSR could occur as early as 2035, with the potential for significant energy production increases [4][8] Technology Concept - The DSR system would consist of 4,000 mirrors, each about 1 km in diameter, positioned at an altitude of 890 km, covering solar farms to provide additional sunlight [9] - The DSR concept is complementary to Space-Based Solar Power (SBSP), which aims to provide a new source of baseload power [10] Value Proposition - DSR could provide substantial value to ground energy operators by increasing energy output without additional capital expenditures, potentially reducing hydrogen production costs by 50% [15] - The DSR project could produce 18 million tons of hydrogen annually, representing over 10% of projected European consumption in 2050 [14] Challenges - Technical challenges include mirror deployment, attitude control, and ensuring safe operations in space [19] - Financial challenges involve the high initial capital investment required for deployment, estimated at $10–$13 billion for a minimum viable product [20][18] - Public acceptance is crucial, as concerns about space pollution and geoengineering risks need to be addressed [22] Lessons on Innovating for Sustainability - Continuous reassessment of technology performance and risk is essential for advancing energy-from-space concepts [23] - Collaboration across traditional boundaries between sectors is critical for addressing sustainability challenges [25] - New approaches to ecosystem working and financing strategies are necessary to support large-scale sustainability projects [26][30]

Investment Rating - The report does not explicitly provide an investment rating for the automotive mobility industry. Core Insights - The automotive industry is experiencing a shift away from the idealized CASE (Connected, Autonomous, Shared, Electric) future, with a more realistic outlook focusing on connected, assisted, and private mobility rather than fully autonomous and shared models [4][5][8]. - The report highlights significant divergence in automotive trends between mature markets (US, Europe, North Asia) and dynamic, price-sensitive markets in the rest of Asia and the Middle East [4][5]. Mobility Profile & Car Ownership - Global car ownership is increasing, contrary to earlier predictions of decline, driven by economic growth in developing markets and the necessity of car ownership in areas with limited public transport [12][18]. - Younger demographics expect car ownership to remain important, while older individuals in mature markets anticipate a shift towards reduced car ownership as they age [19][20]. New Mobility Services - There is no significant trend away from personal car ownership; many respondents still view it as essential, particularly in regions lacking robust public transport [25][26]. - Flexibility and cost are the primary drivers for adopting new mobility services, with a notable percentage of respondents indicating they would not give up their cars under any circumstances [35][36]. Autonomous Driving - Trust in autonomous driving technology has not significantly increased over the past five years, with safety concerns remaining a major barrier to acceptance [38][42]. - The level of acceptance varies by income and location, with urban high-income respondents showing more positive attitudes towards autonomous vehicles compared to those in Europe and the US [41][42]. Alternative Drivetrains & Charging Infrastructure - The number of new registrations for battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs) reached 14 million in 2023, indicating robust growth in electric vehicle markets [49][50]. - Despite the growth, challenges such as higher upfront costs and concerns about battery life and charging infrastructure continue to hinder broader adoption of electric vehicles [61][63].

2024 T H E F U T U R E O F MOBILITY 5.0 | --- | |----------------------| | | | Changing gear in | | the journey toward | | sustainable mobility | ARTHUR LITTLE | --- | --- | --- | |----------------------------------------------------------------------|--------------------------------------|---------| | | | | | CONTENT | | | | FOREWORD | | 4 | | EXECUTIVE SUMMARY | | 6 | | 1. E X A M I N AT I O N O F C U R R E N T STATE OF MOBILITY SYSTEMS | | 1 0 | | | | | | 2 . | DEEP DIVES ON MOBILITY SOLUTIONS 1 8 | | | ...

VIEWPOINT 2024 S C A L I N G I N N OVAT I O N S U C C E S S V I A B R E A K T H R O U G H INNOVATION FACTORY AUTHORS Meeting the growing need to industrialize breakthrough innovation delivery Arnaud Siraudin Sandro Bacan Growing global mega challenges and rising competition mean that generating a steady stream of breakthrough innovations is central to organizational success. However, traditional corporate structures and capabilities are geared toward supporting incremental innovation programs, which require ...

VIEWPOINT 2024 R E S H A P I N G T E L E C O M I N V E S T M E N T I N A N E X T- G E N E R AT I O N WORLD Adopting a new blueprint to focus CAPEX/OPEX & drive profitability Telco operators are facing declining profitability from a combination of stagnant or negative revenue growth resulting from competition and increasing CAPEX/OPEX caused by increasing user traffic. While operators have always run efficiency programs, traditional methods are no longer sufficient to meet current financial constraints and f ...

2024 We're doomed now what? Finding the way through climate change adaptation technologies in an uncertain future and ittij .a яυнтя | --- | --- | --- | --- | |-------|---------------------|-------------------------|-------| | | | | | | | | | | | | "Mankind war | | | | | born on Earth. | | | | | It war never | | | | | meant to die here." | | | | | | - Cooper, Inter.rtellar | | We're doomed, now what? Finding the way through climate change adaptation technologier in an uncertain future T 90939 \ Zoe Huczok, ...

Investment Rating - The report emphasizes the urgent need for manufacturing firms to reassess their supply chain strategies, focusing on resilience, adaptability, and responsibility rather than solely on cost efficiency [2][3][24] Core Insights - The current global supply chain model is under reevaluation due to challenges such as material shortages, rising energy costs, and geopolitical tensions, necessitating a shift towards more resilient and responsible manufacturing practices [3][4][24] - Consumer demand for transparency and ethical practices is driving companies to prioritize domestic production and sustainable practices, particularly among younger consumers [15][16][24] Summary by Sections Strategic Manufacturing Reassessment - Manufacturing firms must reassess their geographic footprint to enhance resilience and adaptability in a complex global market [3][4] - The report identifies three urgent reasons for reassessing manufacturing footprints: understanding the actual cost of globalized networks, ensuring supply chain resilience, and adapting to customer sentiment [5][11] Economic and Regulatory Landscape - The US Inflation Reduction Act and Infrastructure Investment and Jobs Act are catalyzing domestic manufacturing, particularly in clean energy and electric vehicle sectors, with investments reaching US $210 billion by early 2023 [5][7] - China's new export license policy for graphite and the EU's Carbon Border Adjustment Mechanism are influencing global supply chains and prompting companies to seek alternative production sources [7][8] Cost Analysis and Labor Trends - Reevaluating the total cost of ownership for global supply chains includes indirect costs and complexities, with disruptions during the pandemic costing 6%-10% of annual revenues [8][9] - Rising wages in developing countries and opportunities for automation are diminishing the advantages of outsourcing, prompting a shift towards nearshoring [9][10] Resilience and Risk Mitigation - The COVID-19 pandemic and other disruptions have highlighted the fragility of global supply chains, leading 60% of executives to prioritize resilience over speed [11][13] - Companies like Intel and Novo Nordisk are investing significantly in domestic manufacturing to enhance operational resilience [12][14] Consumer Sentiment and Ethical Practices - A significant portion of consumers, particularly Gen Z, prefer brands that align with their ethical values, driving a shift towards domestically produced goods [15][16] - The "Made in America Report" indicates that 65% of US consumers prefer domestic products, with 48% willing to pay more for them [16][20] Steps for Reviewing Manufacturing Footprint - The report outlines a four-step process for reviewing manufacturing footprints: mapping the current state, defining future ambitions, planning for gradual improvement, and developing a business case and roadmap [18][19][21]

2024 L O C A L I Z I N G T H E G L O B A L S E M I C O N D U C T O R VA L U E C H A I N Strategizing for growth while building resilience in the rapidly evolving industry C O N T E N T EXECUTIVE SUMMARY 3 1. EMPOWERING ICT: THE CRUCIAL ROLE OF SEMICONDUCTORS 4 2. DECODING TODAY’S SEMICONDUCTOR VALUE CHAIN 6 3. TURBULENCE IN SEMICONDUCTOR INDUSTRY: RECENT EVENTS 10 ...

VIEWPOINT ARTHUR LITTI 2024 FIBER 1 + 1 = 3: AN EQUATION FOR EFFECTIVE POST- MERGER INTEGRATION AUTHORS Realizing the true potential of fiber transactions in Europe & beyond Lars Riegel Gabriel Mohr Dr. Nejc Jakopin Nikolay Grozdanov Peter Freundel Tamas Lakos With tightening market conditions and ambitious competitive plans, the fiber to the home (FTTH) market seems poised for consolidation. In this Viewpoint, we argue that consolidation presents value creation potential for both players and investors — by ...