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    Future of Mobility

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    Sandy Berger
    Reliance is exploring hydrogen and electric vehicles as future mobility solutions for India. Key trends include using hydrogen as an energy source for both internal combustion engines and fuel cells, developing mobility as a service models to increase adoption of zero-emissions vehicles, and a shift towards electric vehicles that will likely dominate two-wheelers, three-wheelers, and light commercial vehicles within the next five years. Reliance is developing end-to-end digital solutions and battery swapping services to support the growth of electric mobility.

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    Future of Mobility

    Uploaded by

    Sandy Berger
    42 views16 pages
    Reliance is exploring hydrogen and electric vehicles as future mobility solutions for India. Key trends include using hydrogen as an energy source for both internal combustion engines and fuel cells, developing mobility as a service models to increase adoption of zero-emissions vehicles, and a shift towards electric vehicles that will likely dominate two-wheelers, three-wheelers, and light commercial vehicles within the next five years. Reliance is developing end-to-end digital solutions and battery swapping services to support the growth of electric mobility.

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    Future of mobility

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    Reliance is exploring hydrogen and electric vehicles as future mobility solutions for India. Key trends include using hydrogen as an energy source for both internal combustion engines and fuel cells, developing mobility as a service models to increase adoption of zero-emissions vehicles, and a shift towards electric vehicles that will likely dominate two-wheelers, three-wheelers, and light commercial vehicles within the next five years. Reliance is developing end-to-end digital solutions and battery swapping services to support the growth of electric mobility.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    42 views16 pages

    Future of Mobility

    Uploaded by

    Sandy Berger
    Reliance is exploring hydrogen and electric vehicles as future mobility solutions for India. Key trends include using hydrogen as an energy source for both internal combustion engines and fuel cells, developing mobility as a service models to increase adoption of zero-emissions vehicles, and a shift towards electric vehicles that will likely dominate two-wheelers, three-wheelers, and light commercial vehicles within the next five years. Reliance is developing end-to-end digital solutions and battery swapping services to support the growth of electric mobility.

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    of 16

    Future of Mobility

    Nitin Seth
    CEO – New Mobility
    Reliance Industries Limited
    ‘Connected Transformation’ of the World

    Year of
    Traction

    Web 5.0 Augmented Humanity Transhumanism

    Web 4.0 Connected Ecosystems Data Economy

    Web 3.0 Connected Devices IoT & M2M

    Web 2.0 Connected People Social Technologies

    Web 1.0 Connected Organizations Digital Marketing


    Digital Technologies Transforming the World

    Internet of Things/
    Cloud Computing Edge Computing AI Enabled Analytics
    Sensors

    5G Enabled
    Mobile Solutions Virtual Reality Automation & Robotics
    Hyper-Connectivity
    Example of how Global Auto OE’s Outlook is Transforming…

    Focus Area Today By 2030

    Major Players Automotive OEs Tech Companies

    Business Model Provider of Vehicles Provider of Mobility Solutions

    H2, Electric, Diesel, CNG,


    Vehicle Technology Petrol/Diesel
    LNG……..
    Designing/Productionizing
    Designing/Productionizing
    Core Competency Vehicle Hardware + Software +
    Vehicle Hardware
    Solutions
    Solutions Selling (B2B2C
    Sales & Marketing Product Selling (B2B Mindset)
    Mindset)
    50% - Vehicle Sales (2X)
    Revenue ~100% - Vehicle Sales (1X)
    50% - Tech Solutions (2X)
    Global Trends driving Innovation in Automotive - CASE

    Connected + Connected+ Connected + Shared +


    Connected
    Shared Shared + Electric Electric + Autonomous

    • Gateway Module • Freight Aggregation • Vehicle-Infra • V2V, V2I & V2X

    Sustainable Mobility
    • Location Based • Demand vs Supply Integration • Truck Platooning

    Services Matching • Energy Management • Smart Delivery

    • Health Monitoring • Freight Sharing • Health Management • Autonomous last-mile


    • Multi-Modal • Range Prediction • Zero unutilized Vehicle
    • Driver Monitoring
    Transport • Central Command Capacity
    • Accident /SOS
    • Last-Mile Center
    • Uptime as a Service
    Connectivity

    ‘Connected Solutions’ is the base for all Mobility Solutions of the future
    Future Mobility Trends – CASE for Indian Context

    Connected ADAS Sustainable eMaaS


    TODAY’S INDIA =
    IDEAS + INNOVATION + INVESTMENTS
    Key Trend 1 -> H2 as an Energy Source

    • H2 has 3X mass energy


    GREEN HYDROGEN
    Produced from renewable electricity (solar, wind) via density than NG, but 2.5X
    electrolysis; no CO2 emissions. lower by volume.

    • H2 as an energy buffer or
    BLUE HYDROGEN
    Grey Hydrogen coupled with CCS and/or zero-carbon storage can potentially solve
    bio-methane; no CO2 emissions; fossil fuel feedstock intermittency problem of
    large-scale renewables.

    GREY HYDROGEN • H2 is a versatile solution


    Produced from natural gas (e.g SMR) most widely
    capable of decarbonizing the
    used method to produce hydrogen today.
    hard-to-abate sectors.
    H2 as a future fuel for ICE & FCEVs

    ▪ RIL has adopted a leadership status in the Indian and wider global market by
    being
    ▪ One of the first companies to initiate & develop H2 Internal Combustion
    Engines (H2 ICE) & Fuel Cell Systems (FCS)
    ▪ Plans to Commercialization in mobility applications at a mass scale
    ▪ Partnering with automotive OEMs

    H2 ICE
    ▪ Utilizing the same H2 storage & refueling ecosystem
    ▪ Hydrogen fuel cell systems (FCS) and Hydrogen Internal Combustion Engines
    (H2 ICE) are complementary technologies

    ▪ H2 FCS are categorized as zero emissions while H2 ICE emits no hydrocarbons


    and a low level of NOx

    ▪ Fuel Cell EVs are viewed by RIL as a long-term Mobility solution, while H2- ICE is Fuel cell system @ RIL
    viewed as an intermediate cost-effective approach – Replacement potential
    Introducing India’s 1st Running Prototypes with Hydrogen Internal Combustion Engine

    ‘Innovative’ & ‘Differentiated’ Solution to Accelerate Hydrogen Mobility

    H2 ICE Engine Development H2 Kit on Vehicle & Validation in Progress Exhausts ‘Water’

    Hydrogen ‘Retro Kit’ / OE solutions for Future of Green Mobility


    Key Trend 2 -> Mobility as a Service
    ▪ High Upfront Cost of EVs/H2 Vehicles make MaaS an attractive Business Model
    ▪ Support Zero emission campaigns by large corporates – Amazon , Flipkart , RIL, Ikea etc.
    Contributors ▪ 7000+ eBuses in FAME 2 under Gross Cost Contract Model
    for MaaS in ▪ EV state policies announced in 11 states promoting usage by providing incentives in purchase , manufacturing ,
    India R&D etc.
    ▪ Phased Manufacturing Program launched to promote localization further reducing cost of EV’s
    ▪ All above factors are accelerating TCO parity between EV & Diesel

    11
    Key Trend 3 -> The Shift Towards Electric Vehicles

    EVs likely to Dominate 2W, 3W and LCVs in


    Next 5 Years

    Around 16M EV Pass. Car Sales Estimated


    by 2030

    Electric Vehicles likely to Dominate all


    Segments of Mobility from 2W to Pass Cars
    & LCVs –
    Likely to Extend to ICV Trucks
    RIL’s New Energy Battery Solutions

    Digital Solutions
    • End to End digital solutions including Charge Management, BMS, Fleet Management
    • BMS include industry leading features, built on a highly configurable platform, allowing it to support
    a wide variety of architectures, and driving lower cost and a faster time to market when compared
    to peers

    13
    Global & Local EV Auto Players Shifting Towards BaaS (Battery Swap)

    Landscape OE / Startup Name Overview No. of Swap Stations Target Segment

    ▪ Most established EV player in Taiwan –


    11K+
    Operates 95% of all EV batteries in the country 2W / 3W
    (Current)
    (Taiwan) on BaaS
    ▪ Started as an EV OE – Has now formed a
    Global Players separate BaaS unit – Targets 40% Vehicles on 981+
    Cars
    (Current)
    (China) Swap in 5 years
    ▪ Starting Swap Operations in India (Bangalore) – 50+
    2W / 3W
    (Japan) Plans to Scale in next 18 Months (By End Of FY23)

    ▪ Largest 2W Manufacturer – Partnership Yet to Start


    2W
    Announced with Gogoro for Indian Market (Nos. not declared)

    ▪ Most aggressive Indian EV startup propagating 3000+


    Indian Players 2W
    BaaS model (By End Of FY23)

    ▪ Early adopter – Swap Battery & Infra 2500+


    2W / 3W
    Manufacturer (By End Of FY25)

    Battery Swap - A critical Model to Capture value Post Vehicle Sale


    14
    Critical Challenges for Accelerating ‘ New Energy Mobility’
    Category Hydrogen Battery
    ▪ Proving of Hydrogen Mobility Technologies - H2 ICE & Fuel ▪ High Energy Density, Low Cost & Safe Battery Technologies to
    Cell in real- world operating conditions - Validation of Overcome Range , Cost & Technology Anxiety
    Performance & Safety Systems
    ▪ Establishing Proven & Safe Cell Chemistry - Manufacturing
    Technology
    ▪ H2 Storage Tech- @ 700 Bar & Carbon Fiber Tanks Cells developed in mass for safety, cost and energy density

    ▪ H2 Transportation Tech – Liquid Organic H2 vs Liquid H2 vs ▪ Proliferate Standardized form factors for accelerated adoption
    Compressed H2 vs Metal Hydride etc. of ‘Open Swap’ Ecosystems
    ▪ Cell cost is 70% of Battery Pack Cost - Mass Production of
    locally manufactured cells / supply chains critical to reduce
    ▪ Progressive reduction in cost of Green Hydrogen Production import dependency and costs
    Cost
    ▪ Reduction in Cost of Carbon Fiber H2 Tanks, FIE Systems, ▪ Under PLI scheme, Indian energy players are developing
    Fuel Cells etc. customized solutions for India

    ▪ Cell Cost to be targeted at <$100-120/kWh for Indian Market


    ▪ Availability of an extensive network of H2 Refuel stations ▪ Proliferation of Mobility as a Service, Battery as a Service and
    across major trucking routes in India Financing models to make TCO competitive to ICE Tech
    Ecosystem
    ▪ Subsidies to complement H2 Cost reduction and accelerate ▪ Creating extensive network of Battery Swap Stations &
    consumption ecosystem Charging Stations across India
    ▪ Promote State-Level Policies to complement National ▪ Battery ecosystem heavily dependent on Government
    Hydrogen Mission Subsidies – Localization critical to aid non-subsidized models
    Government Policies
    ▪ Identify Pilot Projects for Green H2 Mobility Corridors ▪ Standardizing Battery Chemistry & Form factor
    Overall Core Takeaways

    Organizations need to aggressively & actively pursue the following:-

    ▪ Accelerate Transition to ‘Zero Carbon’ Technologies

    ▪ Challenge ‘Status Quo’ & Pioneer ‘Technology Solutions of Tomorrow’

    ▪ Reimagine Customer centricity & customer experience for the ‘New-Age’

    ▪ Invent new & disruptive Business Models & Solutions

    ▪ Remodel business operations based on data & tech to deliver new product

    offerings & personalized customer experience

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