Zero Emission Area Handbook Global New Mobility Coalition May 2021 with knowledge support from McKinsey & Company and in collaboration with the World Economic Forum About us – Introducing the Global New Mobility Coalition Global New Mobility Coalition 2 The Global New Mobility Coalition The Global New Mobility Coalition (GNMC), curated by the World Economic Forum with knowledge and analytical support from McKinsey & Company, is an active and diverse community of over 200 globally renowned experts, NGOs and companies for accelerating the shift to a synced Shared, Electric, Connected and Autonomous Mobility (SEAM) system that provides for healthier cities, reduces carbon emissions improves mobility efficiency, and decreases commuting costs, while tapping into a 600 billion-dollar business. This work is independent and has not been commissioned by any business, government, or other institution. The conclusions in this document do not necessarily reflect the views of individual coalition members. Our Mission GNMC co-develops, pilots and scales awareness building and policy initiatives that enable sustainable mobility, and scale the benefits of SEAM for the environment, society and the economy. Read more on GNMC Global New Mobility Coalition 3 Urban-X Erasmus Tech Company Urban Radar Los Angeles Cleantech Incubator Gehl Future Mobility IL Waze We Mean Business Coalition VOI Technologies AmpUp University of Tongji University of Washington MTR Corporation Limited Luum WunderCar Mobility Solutions GmbH International Council on Clean Transportation Forth Natural Resources Defense Council (NRDC) Lime Society of Motor Manufacturers and Traders Futher Strategies Israel Tech Policy FreeNow Ford Motor Company NavInfo Co. Ltd Institute RMI Runel LeasePlan Corporation N.V. Energy Foundation Beijing Office Shenzhen Urban Transport Center International Transport Forum Respire - Association nationale pour Deutsche Post DHL Group Via Transportation, Inc Fehr & Peers Fehr & Peers BMW (OECD) ViaVan Bolt l'amélioration de la qualité de l'air Lawrence Berkeley National Laboratory National Renewable Energy Laboratory - NREL VMware Disruptive Mobility Tech Research Institute for Regional BMW Bayerische Sacramento AB Volvo Clean Energy Business Council Inc. and Urban Development Deutsche Gesellschaft für Internationale Motoren Werke AG McKinsey & Company Sigma Epsilon LTD Siemens Zusammenarbeit (GIZ) GmbH Shell Foundation DHL Customer Solutions and Moia RideSVP Ford Mobility LLC Denver Metro Clean Cities Coalition FedEx Express Innovation Center ENGIE Group Bloomberg LP ZF The Children's Investment Fund Foundation European Commission ZF Friedrichshafen Regulatory Assistance Project Neckermann Strategic Advisors AG Italdesign MobilneMiasto RD Business Solutions AppyWay Beijing Transportation Institute LA Urban Bloomberg Associates Movement Labs Israel Innovation Authority Ministry of Infrastructure Mellowcabs Associations San Francisco County Transportation Authority Electric Avenue and Water Management of SoftBank Group International Xiaoju Science and Technology Eurocities Didi Dache the Netherlands (Hong Kong) Limited mobilityx Corp Ethics Daimler AG Cravath, Swaine & Allianz Reef Technologies Lyft SoftBank Investment Advisors Mobility MaaS Alliance Moore LLP Emerging Transport Advisons Scooty We are a Technion - Israel Institute of Technology ABB Ltd services MaaS Global ClimateWorks BYD Company Limited COP26 High SYSTEMIQ Autonomy Manyone A/S Foundation Level Climate Automotive Securing America's Softbank Share Now SHARE NOW GmbH network of Champions The Climate Tata Future Energy (SAFE) Vision Fund Group Motors Massachusetts Institute of Technology (MIT) Ceres McElhanney Consulting Services Ltd Ltd OEMs ERTICO C40 Cities Climate Modo Missions Populus.ai Proterra Inc Zoox The David and Lucile Packard Foundation Leadership Group 200+ globally Publiques China EV100 Hoag+Co Cruise Polis Network General Motors LLC World Business Council for Sustainable Development (WBCSD) PEMconsult Pick Me Piaggio renowned China Automotive Technology Mobility and Research Center (CATARC) Lab UK Pedestrian ChargePoint Mobilieese Space Coord The International Tech players experts, NGOs The National Transport Forum Partnership on Sustainable Low Association of City & digital solution Carbon Transportation Sixt SE Honda Motor Cities Transportation Co. Ltd Energy Foundation Officials Antonym Academia providers City of Seattle and companies City Hovecon Connekt New York University Humanising World Autonomy Ola Mobility Institute Navya Resources BP Plc Circuit Institute Bird Rides, Inc. Citi Ventures, Inc Baker McKenzie Envoy Office of Interdisciplinary Design Government of Amsterdam Equipment & Uber Technologies Inc. Imperial College London Alliances Transport & The World Bank Indra infrastructure Groupe Renault Environment (T&E) Independent Artist NGOs players Nexus Institute Transdev Oak Foundation Arrival Ltd. BlaBlaCar BlaBlaCar City of Los Angeles EVgo Services LLC NUMO, a global alliance on Infrastructure Victoria Bestmile SA NVIDIA Corporation University of California, Davis New Urban Mobility NIO Nürtingen-Geislingen The Wharton School, University of Pennsylvania Autogrid Systems Inc. Zeelo LTD University Alstom Argonne National Laboratory City of Calgary Union Internationale Association for Commuter Transportation des Transports Publics World Bank Group University of California, WM Motor Technology Co. Ltd Arup Group Ltd Fédération Internationale de l'Automobile (FIA) Berkeley The William and Flora Heising-Simons Foundation Union of Concerned Scientists City of London Hewlett Foundation City of Oslo University of Cologne Agora Verkehrswende Harvard Kennedy School of Government Hella KG Hueck & Co. Innovation Center for Energy and Transportation Institute for Transportation and Development Policy University of Oxford China Urban Sustainable Transport Research Center University of Oregon Global New Mobility Coalition 4 Urbanization & Accessibility Congestion Emissions 60% 20-35% 1.5°C people living in cities increase globally since pathway requires com- in 2030 2010 mitment to decarbonization We address key challenges in urban sustainable mobility Shared rides E-mobility Autonomy 80% 2.5% ~2025 of rides with one occupant: global share of EVs in launch year of L4/5, requiring increasing shared rides can 2019, with over 20 long shared and electric infra- cut costs and emissions e-range models structure for positive impact Health & safety Connectivity Deliveries ~1.35mn 95% 78% people die in road crashes penetration of in-vehicle growth in last-mile every year connectivity delivery Global New Mobility Coalition 5 Zero emission urban mobility is a game changer in realizing the social and sustainable city of the future Human-centred urban mobility design, liveable spaces, mobility hubs, 15-min city Tech enabled holistic solution for entire ecosystems Equity and access Multistakeholder Transformation of street as a common approach good, mobility as a service Global New Mobility Coalition 6 Recently we have seen governments declare new ambitions for Potential new EU 2030 targets for automotive sales CO2 reductions, Scenario CO2 reductions CO2 targets Required 2030 sales driving the uptake of from new sales for 2030 sales powertrain mix (2021-2030) (g/km CO2) (% of new car sales) electric vehicles BEV PHEV Sep '20 Proposal to increase the 1 Current bloc’s 2030 climate target regulation 37,5% 59 36% 11% 47% 55% to "at least 55 percent“ within the Green Deal Sep '20 California to phase out 2 Conservative sales of new gas- new regulation 50% 48 48% 12% 60% 2035 powered cars and trucks by 2035 Sep '20 Xi Jinping made a EU climate 3 86% 6% 92% surprise commitment to target scenario 90% 10 2060 drastically reduce emissions and become carbon free by 2060 Quelle: McKinsey Center for Future Mobility; desk research Global New Mobility Coalition 7 16 OEMs with 65% market share have GNMC perspectives are technology agnostic – BEV, fuel cell and other already announced exit dates for ICE drivetrain options are in scope Announced ICE sales bans X 2019 PC sales market share (in %) Examples 2020s 0.5% 0.3% 6.9%2 ~8% “VW will introduce last ICE platform in 2026 and manufacture only all electric cars 2030s by 2040” 6.1% 0.4% 7.7% “Toyota will be phasing out gas engines from their line-up, […] 4.0%1 2.9% 1.1% ~35% ending production of ICE engines by 2040” 3.6% 1.4% “BAIC Motor looks to phase out conventional fuel cars by 2025” 2040s 13.7% 12.2% ~61% “All new Volvo cars to be electric or hybrid from 2019 onwards” 2050s 3.5% ~65% 1. Target only for EU Source: McKinsey Electrification Model, MCFM, IHS, Press research Global New Mobility Coalition 8 Regional and national action may support city action – City alliances can be helpful in guiding local action Countries with C40 cities Oslo Stockholm Moscow Amsterdam 47 Rotterdam Copenhagen London Warsaw Vancouver Berlin Toronto Heidelberg Seattle Montreal Paris Yokohama C40 Cities Portland Milan Venice Qingdao Boston Barcelona Dalian Rome and Sacramento New York Madrid Wuhan Seoul San Francisco Chicago Philadelphia Los Angeles Phoenix Lisbon Shanghai Washington Tel Aviv- Yafo additional Delhi NCT Nanjing Austin New Orleans Amman Fuzhou Miami Karachi Hangzhou Houston Jaipur partner cities Kolkata Hanoi Guadalajara Hong Kong Mumbai Bangkok Quezon City are actively Mexico City Addis Ababa Chennai Dakar Bengaluru Ho Chi Minh City Medellín Abidjan Lagos pursuing Bogota Accra Kuala Lumpur Quito Singapore Nairobi mobility Dar es Salaam Lima Jakarta