mvm capital e-mobility mvm-capital.com

MvM e-Mobility

Why e-Mobility?

Facts

  • 98,8% of the energy currently consumed in transportation comes from petroleum according to IEA. 

     

  • According to BAML, Electric vehicle charging in EU only, will be an industry of $400Bn by 2040. (*) 

     

  • Europe is the region in the world with the highest awareness (social and public) of the need to change to EV in order to preserve our environment and the future of our planet. 

     

  • In the next 10 years 17 million of e-chargers will be installed in Europe, moving to 115 million (2040) and 260 million for 100% penetration of EV. (*) 

     

  • Only in Western Europe, estimations are that around 3 million public charging points will be needed by 2030. (**) 

     

  • Commercial vehicles (buses, trucks, taxis, vans, etc) will be a relevant part of the EV expansion, currently representing 40% of the total European road fuel consumption. 

     

  • Vehicles are changing according to the tendencies of the XXI century: 

     

♦ Zero emissions
♦ Smart cities
♦ Smart grid
♦ Service platforms

  • “iPhone with wheels”: in 10 years almost all cars in mature markets will have some form of connectivity and artificial intelligence. (***)

(*) BAML report “From Pump to Plug: EV Charging” August 2017
(**) MSDW “Electric Vehicles on the Charge”, August 2017
(***) Roland Berger “Global Automotive Suppliers Study 2018” December 2017

Facts

  • 98,8% of the energy currently consumed in transportation comes from petroleum according to IEA. 

     

  • According to BAML, Electric vehicle charging in EU only, will be an industry of $400Bn by 2040. (*) 

     

  • Europe is the region in the world with the highest awareness (social and public) of the need to change to EV in order to preserve our environment and the future of our planet. 

     

  • In the next 10 years 17 million of e-chargers will be installed in Europe, moving to 115 million (2040) and 260 million for 100% penetration of EV. (*) 

     

  • Only in Western Europe, estimations are that around 3 million public charging points will be needed by 2030. (**) 

     

  • Commercial vehicles (buses, trucks, taxis, vans, etc) will be a relevant part of the EV expansion, currently representing 40% of the total European road fuel consumption. 

     

  • Vehicles are changing according to the tendencies of the XXI century: 

     

♦ Zero emissions
♦ Smart cities
♦ Smart grid
♦ Service platforms

  • “iPhone with wheels”: in 10 years almost all cars in mature markets will have some form of connectivity and artificial intelligence. (***)

(*) BAML report “From Pump to Plug: EV Charging” August 2017
(**) MSDW “Electric Vehicles on the Charge”, August 2017
(***) Roland Berger “Global Automotive Suppliers Study 2018” December 2017

Facts

electric mobility

  • 98,8% of the energy currently consumed in transportation comes from petroleum according to IEA. 
  • According to BAML, Electric vehicle charging in EU only, will be an industry of $400Bn by 2040. (*) 
  • Europe is the region in the world with the highest awareness (social and public) of the need to change to EV in order to preserve our environment and the future of our planet. 
  • In the next 10 years 17 million of e-chargers will be installed in Europe, moving to 115 million (2040) and 260 million for 100% penetration of EV. (*) 
  • Only in Western Europe, estimations are that around 3 million public charging points will be needed by 2030. (**) 
  • Commercial vehicles (buses, trucks, taxis, vans, etc) will be a relevant part of the EV expansion, currently representing 40% of the total European road fuel consumption. 
  • Vehicles are changing according to the tendencies of the XXI century:

♦ Zero emissions
♦ Smart cities
♦ Smart grid
♦ Service platforms

  • “iPhone with wheels”: in 10 years almost all cars in mature markets will have some form of connectivity and artificial intelligence. (***)

(*) BAML report “From Pump to Plug: EV Charging” August 2017
(**) MSDW “Electric Vehicles on the Charge”, August 2017
(***) Roland Berger “Global Automotive Suppliers Study 2018” December 2017

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How does the future look like?

  • Demand for batteries for vehicles to overtake that from consumer electronics as early as 2018, according to BNEF.
  • Batteriy production will also see big demand from Grid stabilization (example: 129MWh Australian project from Tesla).
  • Ever-improving lithium-ion technology will still be king, based on ratio battery costs/weight, ability to charge/discharge, durability and safety, and the relatively immature status of other emerging technologies (source Bloomberg New Energies Finance).
  • Rapid growth and evolution towards a sharing economy (lower asset-intensity business model).
  • Increasing number of smart mobile devices enhance car sharing.
  • Car-Sharing market is estimated to grow at +30% CAGR from 2016 to 2024, reaching $16.5Bn.

Why an e-Mobility Investment Platform?

MvM Capital is a true believer in electro Mobility. Our aim is defined in 3 clear objectives:

Support

Under a 'Power to Motion' scheme to fuel e-mob innovation projects

Improve

Providing funding, management and networking support, and generating synergies

Facilitate

Helping to transition projects to fully operative, cost-effective and widespread technologies into markets

Basic guidelines:

  • Funding new companies will allow the increase and expansion of the technology, products and services coming into the market.
  • It will reduce their price in the medium and long term, facilitating the access to them.
  • The better integration between user, vehicle and environment, the safer travelling will become.
  • The implementation of Artificial Intelligence, self-drive cars, the development of new software and apps, etc,  will improve the user experience and optimise the time spent in vehicles, freeing time for the family (family trips) and improving business (business trips).
  • Assuming the cost of the infrastructure will ease one of the main bottlenecks for the implementation of eMobility, inducing a virtuous circle:

The more infrastructure is installed,

  • the more people will move into eMoblity, thus increasing the benefit to our environment.
  • the cheaper will be to install additional units.
  • using Energy Storage Systems, the cleaner and cheaper transport will become and the more stable the Grid.
  • The better integrated car-sharing with e-infrastructure, the more users will move into that, which will reduce the number of non-used cars parked, thus freeing up parking spaces for other uses.

Basic guidelines:

  • Funding new companies will allow the increase and expansion of the technology, products and services coming into the market.
  • It will reduce their price in the medium and long term, facilitating the access to them.
  • The better integration between user, vehicle and surrounding, the more secure will be travelling.
  • The implementation of Artificial Intelligence, self-drive cars, the development of new software and apps, etc,  will improve the user experience and optimise the time spent in vehicles, freeing time for the family (family trips) and improving business (business trips).
  • Assuming the cost of the infrastructure will ease one of the main bottlenecks for the implementation of eMobility, inducing a virtuous circle:

The more infrastructure installed,

  • the more people will move into eMoblity, thus increasing the benefit to our environment.
  • the cheaper will be install additional units.
  • using Energy Storage Systems, the cleaner and cheaper transport will become and the more stable the Grid.
  • The better integrated car-sharing with e-infrastructure the more users will move into that, which will reduce the number of non-used cars parked, thus freeing up parking spaces for other uses.

Our strategy

MvM Capital, as an Impact Investing oriented firm, is launching MvM Electro Mobility Investment Platform, under a Club Deal format, with two main focal points:

  1. Setting up and operating infrastructures of e-Charging and Car-Sharing points in Europe for Corporate clients: we will own and manage e-Mobility infrastructures across Europe, under long term agreements with the owners of the parking spaces.
  2. Investing in companies who have a revolutionary product or service, a solid management, and a leading role or realistic possibilities to achieve that position.

MvM Capital has identified and negotiated the participation in very specific opportunities in each of these two segments targeted.

MvM Capital has also selected and partnered with the top specialist in this segment, including regulatory and technical experts.

The CEO of MvM Capital did his first investment in e-Mobility as early as 1997, and he is currently shareholder and board member of a Swiss Artificial Intelligence company.

Additionally, MvM Capital has been involved with e-Mobility and clean energy sectors since 2013, advising and analysing companies and projects across Europe and LatAm.

This background gives us a solid knowledge and expertise on this sector, and a strong network among specialist houses, advisory and consulting companies, founders and top managers; general and specialised law firms; and other key players in the Electro Mobility space.

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