The Sector is Transforming. Don't Get Left Behind.
Transportation accounts for a fifth of global CO2 emissions. Decarbonizing it requires an estimated $1 trillion in additional annual spending through 2030.
But for every unicorn, there is a "dumpster fire." The hype cycle is noisy.
Is hydrogen actually viable for ground transportation?
Will autonomous trucking happen before robotaxis?
Who actually makes money in EV charging?
You cannot afford wasted time or resources. You need a map to navigate the dead ends.
12 Questions. No Fluff. Just Answers.
"The Future of Transportation" distills years of Investment Committee (IC) discussions, data room analysis, and complex modeling into an approachable 101 guide.
Instead of dry academic theory, this book arms you with "Gotchas," "Market Characteristics," and "Winning & Losing Traits" for every major vertical.
We unpack the questions that keep the industry awake at night:
Autonomy: When is it actually coming, and who wins?
EV Charging: Where is the profit in a commodity market?
Hydrogen: Why does it lose to batteries in ground transport?
Micromobility: Is the kick-scooter craze over or just beginning?
Flying Cars: Are eVTOLs venturable yet?
The Grid: How do we monetize EV flexibility?
Use this guide as an approachable 101, a trusted reference for old hands and a rapid primer before investment committees.
Meet the Author: Doug Ayling
Over the course of 14 years at Shell, Doug Ayling learned exactly how decisions about the future of transportation are framed at the corporate level within a global energy giant.
As the longest-serving non-executive member of the Shell Ventures Mobility Investment Committee, Doug has seen the pitch decks, argued the models, and identified the patterns that separate the winners from the failures.
Now, he shares that playbook with you.
Your Due Diligence Checklist
This isn't just a book about trends; it’s a tool for decision-making. Every chapter concludes with a specific toolkit for founders and investors:
✅ The Questions Checklist: Specific questions to ask any startup in the category.
⚠️ How to Mess Up Badly: Teachable examples of expensive mistakes.
🏆 Winning & Losing Traits: Telltale signs to observe in the field.
Ready to get moving?
Stop guessing. Start understanding the mechanics of the mobility revolution.