12. Buses, Trucks - from Diesel to Electric (Interview with Cummins) - sept19
Gerard and Laurent debate about the transition from Diesel to Electric in Buses and Trucks. First, there is an excellent interview of Julie Furber, Head of Electrification at Cummins, a Fortune 500 Diesel Engine manufacturer. Then Laurent and Gerard review the factors triggering the Transition: Regulation, Economics, Technology, Competition, China.
Who will prevail in this Electrification of Buses and Trucks? Incumbents? US Start-Ups like Proterra? Chinese giants like BYD? Redefining Energy delivers a verdict.