Sustainable mobility is the way to go! Our top picks for the future

Roshani Anna Amin & Wouter in 't Velt
July 14, 2021
The mobility sector is getting serious about sustainability. There is a growing range of attractive future opportunities in “sustainable mobility” for investors and startups, which have been accelerated by the recent pandemic.

Introduction

The mobility sector is getting serious about sustainability. There is a growing range of attractive future opportunities in “sustainable mobility” for investors and startups, which have been accelerated by the recent pandemic. 

In the past year, where working from home has become the norm, travel has seen a major decline. Now when people do move around, they are increasingly choosing more sustainable options, with some of the most popular ones being electric cars and e-scooters.

Baloise recognised that sustainability is an important, growing trend in mobility. Accordingly, to identify (sustainable) market opportunities to invest in, our mobility team did extensive research on this subject in the first half of 2021. During the research, we identified a number of unique topics and businesses beyond the known trends of electrification and sharing, which hold interesting and emerging investment opportunities. Our top-3 picks are...
 

Maintenance of e-bikes

There were also other attractive opportunity areas Baloise identified during the research.

One area is the maintenance of e-bikes, which are more expensive and complicated to maintain than traditional models. Currently, the focus of bike players is on sales and getting supply to meet this surge in demand but, it will only be a matter of time before these e- bikes need maintenance. Meanwhile, predictive maintenance of cars is another growing area and has in fact been a promising opportunity for cars for quite some time. New cars can have telematics built-in, and open platforms are being introduced with the support of European regulation.

What’s next?

While opportunities in sustainable mobility are increasingly attractive, success is also dependent on external factors. For some solutions (like vehicle-to-grid, or vehicle-to-vehicle charging) major energy infrastructure upgrades are required, and in-car technology needs to become more standardised and more open. Still, with the growth and market dynamics going on, sustainable mobility remains a topic to watch for opportunities.

Baloise is constantly on the search for interesting, sustainable opportunities to invest in. If you are active in this space, have ideas, or are looking for funding, we would love to get in touch!

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