Global Scans · Transport · Weekly Summary

• [New] The European Union's Fit for 55 package mandates a 55% reduction in net greenhouse gas emissions by 2030 versus 1990 levels, with hydrogen playing a central role in decarbonizing transport, industry, and power generation. Persistence Market Research
• [New] Johnson Matthey faces key risks from the rapid shift to battery electric vehicles that could erode revenue from its Clean Air catalysts, PGM price volatility affecting margins and working capital, and potential delays in hydrogen fuel-cell adoption for heavy transport. MatrixBCG
• [New] The federal government's 2026-27 departmental plan points to investments in critical infrastructure to support housing and growth, while the high-speed rail project between Toronto and Quebec City remains one of the biggest transportation bets Canada has seen in decades. Yahoo Finance Canada
• [New] Texas markets present unique opportunities for robotaxi services due to favorable regulatory environments and sprawling metropolitan areas with high transportation demand. BUSINESS 2.0 NEWS
• [New] 2026 will be the year artificial intelligence (AI) begins to fundamentally transform transport management. Fleet News
• [New] 70% of fleet and logistics professionals believe 2026 will mark a turning point for artificial intelligence (AI) in transport management. FleetPoint
• [New] For the transport sector, the CO2 emissions standards on cars and light commercial vehicles (including the full phase-out of ICE sales by 2035) is the main driver for increasing sales of battery-electric vehicles and a key step for getting on track for climate neutrality. Nature
• [New] E-fuels stay at low quantities (< 3 Mtoe / yr) until 2040 and only afterwards become more relevant, growing to 43 Mtoe / yr in 2050, helping to achieve climate neutrality by reducing residual emissions from use of liquids in industry and international transportation. Nature
• [New] Robotics and AI will play an important role in supporting people and expanding the concept of mobility beyond transportation. Rutland Herald
• [New] Transportation (fuel cells, mobility) are expected to grow at the fastest CAGR of 16.87% during 2026-2035 due to the growing trend of hydrogen fuel cell vehicles, buses, and heavy-duty trucks, in addition to hydrogen fuel cell infrastructure. Yahoo Finance
• [New] Industry data cited in the research points to a driver shortage exceeding 60,000 positions, alongside Department of Transportation projections suggesting freight volume will increase by 44% over the next two decades. / USA The Manila Times
• [New] In the Smart Mobility space, combining Clever Devices' fleet management technology with Hitachi Rail's Operation Control Centers will enable real time multimodal solutions for urban public transport systems. GlobeNewswire
• [New] South Korea has agreed to purchase 18 million barrels of crude oil from Kazakhstan using alternative transport routes, in a calculated effort to reduce exposure to geopolitical disruption in the Middle East. The Astana Times
• [New] Among the flagship measures cited by officials are the Roads and Transport Authority's digital strategy, large-scale AI and data use in traffic management, and the ambition to convert a quarter of mobility journeys to autonomous trips by 2030. Medium
• A pivotal policy influencing 2026 ferry construction was the European Union's Emissions Trading System extension to maritime transport starting in 2024 for CO2 emissions with phased compliance reaching 100% from 2027, and including methane and nitrous oxide from 2026 onward. Grokipedia
• Population growth and rising economic activity in developing parts of the world are increasing vehicle ownership, aviation demand, and freight volumes; future energy needs for the transportation sector will depend on how quickly new technologies scale and how quickly vehicle fleets turn over. Resources for the Future
• Electricity use in transportation grows by a factor of 6 to 10 by 2050, rising to account for as much as 20% of the energy mix in BNEF ETS. Resources for the Future
• Oil accounted for 90% of global transport energy use in 2024, but oil's share in 2050 ranges from 69% (BNEF ETS) to 78% (IEA CPS). Resources for the Future
• Projections for the global transportation sector in 2050 show a more diverse mix of energy sources, while still relying primarily on oil. Resources for the Future
• The broader infrastructure commitment - a MXN 5.6 trillion public-private plan through 2030, with MXN 722 billion earmarked for 2026 alone across energy, transport, water, and airports - acknowledges that supply-side bottlenecks, not demand, are now the binding constraint on nearshoring growth. The Rio Times
• Alongside aerial strikes and disruptions to trade and transportation, a parallel front in the war with Iran has intensified: cyber operations targeting organizations in Israel and the United States. Bitdefender Blog
• The Texas Department of Transportation is working with four industry partners to build what could become America's first functioning urban air taxi network. E3 Aviation Association Aviation Articles
• One potential new project is the launch of a direct container service between St. Petersburg and Brazilian ports, which will make it possible to transport additional freight volumes within convenient timeframes. Pressenza

Last updated: 24 April 2026