EV Bus

加拿大政府就趁着这比较不忙的机会，推出涉资达 27.5 亿加元的大众运输电动化五年计划，当中会包括零排放公车和其他的电动化载具.

其实以上的项目是属于加拿大政府一个价值 149 亿加元的大众公共交通升级的大型计划，目前已经资助了业界购入 300 辆环保公车，相信新项目会协助他们完成五年内有 5,000 辆公车上路的目标. 更重要的是，这些政府资助的订单都会协助加拿大当地的公车制造商 Nova Bus、GreenPower 和 New Flyer 可以创造更多新职位.


 * Nova Bus owned by Volvo.
 * GreenPower: GP, GPV.VN
 * New Flyer owned by NewFlyer Group: NFI.TO

USPS Deal: WKHS, OSK

A group of 17 U.S. House Democrats are introducing legislation as early as today that would award $6B to the U.S. Postal Service to buy tens of thousands of additional electric delivery vehicles.

The bill would also require no less than 50% of medium and heavy-duty vehicle purchases be electric or zero-emission through 2029 and all new USPS vehicles be zero-emission after January 2040.

The development is seen as positive for Workhorse Group (WKHS) and Oshkosh (OSK).

(February 23, 2021) — The U.S. Postal Service (USPS) announced today that it has awarded Oshkosh Defense, a wholly owned subsidiary of Oshkosh Corporation (NYSE: OSK), an indefinite delivery, indefinite quantity (IDIQ) contract to produce the Next Generation Delivery Vehicle (NGDV), the USPS’s first large-scale fleet procurement in three decades. The competitively awarded contract allows for the delivery of between 50,000 and 165,000 vehicles over a period of 10 years.

== A Look At The Listed Electric Bus Sector As Biden Moves To Electrify America ==

EV Bus listed:


 * BLBD
 * BUS.V
 * GP / GPV.V
 * NFI.V
 * PTRA
 * LEV / NGA
 * ARVL / CIIC

The U.S electric bus market is in the very early stages and is forecast to grow at a CAGR of 23.9% from 2019 to 2024. I think with the Biden incentives, it could grow a lot faster. The Biden era will see a continued move toward making the US fleet go all electric, thereby boosting the US electric bus market. We can expect further Biden announcements in coming months to support this.

It's still a bit too early to say who will be the definite winners, except to say that the whole sector should have a good decade with the EV tailwind behind them. Best to read the risks section and invest cautiously as the whole EV sector has rallied hard since the Biden victory last November 2020.

The top three US pure e-bus manufacturers in a relatively new industry are probably BYD Co, Proterra Inc.(PTRA), and NFI Group Inc(NFI.V). All should do well but are not currently cheaply valued, or not pure play electric bus companies. Of the three, it is hard to go past the global leader BYD Co, but certainly Proterra has plenty of potential. My top pick right now in the e-bus sector is GreenPower Motor Company (GP / GPV.V) as they are still not super-expensive (market cap of C$696m (US$561m)) with 100% pure electric buses and commercial vehicles, with near-term superb growth potential ahead starting from a low base. Grande West Transportation Group Inc. looks to be a very low-valued e-bus manufacturer with potential. Lion Electric also looks promising.

ARVL / Arrival
Since its founding in 2015, Arrival has chosen to face some of the biggest challenges in transportation and mobility head on. It currently employs over 1,300 individuals across eight different countries, including its two headquarters in London, UK and Charlotte, North Carolina in the US.

So far, the automaker has unveiled two EVs in its production pipeline, the Arrival Van and the Arrival Bus. The Van first caught Electrek’s eye back in 2017, when Arrival began a trial with the UK’s royal mail. Since then, Arrival like many EV startups, has had to pivot and reconfigure its strategy in reaching scalability

While automakers like Tesla and Lucid Motors are pouring hundreds of millions of dollars into breaking ground on mega production facilities, Arrival has taken the opposite approach. In what the EV manufacturer calls its “microfactory,” Arrival takes existing industrial facilities and installs its own assembly cells that are quickly and efficiently implemented.

This strategy removes the need for any special foundations, pits for painting, or other assembly processes. Individual assembly cells are instead, bolted directly into the concrete floor. Each cell includes 3-4 off the shelf robots, plus all necessary equipment to guide parts around the facility.

According to the specs of Arrival’s Van coming to the North American market, it will offer nearly 500 cubic feet of cargo room and both AC and DC charging. The battery capacities range in four variations starting at 67 kWh up to 133 kWh. That’s a peak charging capacity of 120 kW on DC and 11 kW AC. It will be able to travel an estimated range of 112 miles minimum on 67 kWh, and up to 211 miles on 133 kWh. Payloads range from 4,354 lbs down to 3,560 lbs, and the max speed is 75 mph.

The Arrival Van will begin testing in the UK and US this summer and is scheduled to begin production in Q3 of 2022. The automaker told Electrek that pricing on the Van and further details will be revealed later this year.

After researching Arrival throughly, it’s easy to get excited about what the automaker is working on. Funding shouldn’t be an issue either. In addition to the order from UPS, Arrival has also seen an investment of $111 million from Hyundai and Kia. Hyundai has previously mentioned plans to use Arrival’s platform and software technologies. Arrival said it hopes to make exciting new announcements about that collaboration at a later date.

Furthermore, Arrival recently announced a merger with CIIG Merger Group to enter the Nasdaq under the ticker $ARVL. The merger has already been approved by the SEC, and if everything goes to plan, the stock market should see Arrival on the ticker before the end of the month.

In addition to the Bus and Vans, Arrival has slyly listed a fourth EV on its website scheduled for 2023. It appears to be a rideshare or taxi vehicle, although Arrival would not comment on it just yet. In speaking with the automaker, however, the topic of ridesharing did come up. Arrival does see ridesharing as an interesting opportunity.

https://electrek.co/2021/03/09/electric-vehicle-spotlight-evs-arrival/

Arrival to co-develop its EV open-data platform alongside Microsoft

https://electrek.co/2021/08/05/arrival-to-co-develop-its-ev-open-data-platform-alongside-microsoft/