Headline on a McKinsey article https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/mobilitys-second-great-inflection-point
However, it entirely misses cycling, ebikes, and scooters. Perhaps the authors all live in snowy cold cities.
” .. the will to fix our cities is getting stronger. Urban populations, historically at the vanguard for change, are already more receptive to solutions such as ridesharing and carsharing, as well as EVs. ”
When the majority of trips are short, and as delivery robots gain adoption, the number of people willing and able to use a bicycle with electric power assist increases substantially. This has significant implications for the transportation business, and especially for automotive manufacturers.