GLy Insight //

We will be delving into the four quadrants that are at the forefront of disrupting the mobility landscape: Mobility, Automation, Energy Transition, and Smart Cities. At GLy, we understand the significance of these trends and their potential to reshape industries, economies, and societies. Our aim is to provide you with a comprehensive analysis of these disruptive forces and share our investment views. We will be digesting the latest developments and highlight investment opportunities that arise from this transformative landscape.

GLy February Insight Post: Energy Markets 2024

GLy Insight February

The progress towards decarbonization has had several disruptions in supply chains and energy provision. In 2024, 80 regions (contributing to 67% of global GDP) will be holding elections. The outcomes of these elections will determine the trajectory of the energy transition within their respective jurisdictions. Political uncertainty is poised to increase investment uncertainty in the upcoming year. This may lead some companies to halt major project decisions until after election outcomes are determined.

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GLy January Insight Post: Outlook for Mobility 2024

GLy Insight January

The mobility outlook for 2024 is one of evolution and adaptation. The industry finds itself at a critical juncture where technological innovation, market dynamics, and global influences converge. In this article, we will highlight key indicators that are shaping the industry’s future, and noteworthy monthly updates within our ecosystem.

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GLy December Insight Post: Industry 4.0 - Supply Chain Management

GLy Insight December

Supply chain technology seeks to reduce costs, enhance visibility, and ramp up efficiency in global supply chains. These intricate networks can span numerous geographies, employing various modes of transportation and storage. In the case of a product like an automobile, the supply chain can involve hundreds of first-tier suppliers, with thousands more across all layers, each facilitating the production and movement of myriad parts required for manufacturing. Businesses are seeking solutions that can better handle disruptions, diverse sourcing, and enhance visibility and tracking; regulations and industrial policies are also catalysts for change.

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GLy November Insight Post: Robotics and Automation

GLy Insight November

Recent strides in key areas in robotics such as sensors, 5G connectivity, cloud computing, and artificial intelligence have catapulted robots into a new era. These breakthroughs have not only expanded their capabilities but have also accelerated their adoption across diverse industries. At the forefront of this revolution are industrial manufacturing and logistics, where robots have seamlessly integrated into operations, streamlining processes and enhancing efficiency. However, what truly excites us is the untapped potential that lies ahead.

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GLy October Insight Post: Methanol

GLy Insight October

Methanol offers unique advantages, from its diverse production sources to its seamless integration into existing infrastructure. From modified diesel engines to hybrid and fuel cell vehicles, the adaptability of methanol has paved the way for a revolution. In this post, we will be exploring the overview landscape of Methanol and its applications, highlighting the advancements in methanol technology and its role in achieving carbon neutrality on a larger scale.

The methanol topic holds immense significance for Geely due to their substantial investments in the development of methanol vehicles and related technologies. Their initiatives underscore the viability of methanol as a significant player in the future of sustainable transportation.

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GLy September Insight Post: Green Hydrogen Production

GLy Insight September

Clean hydrogen as a dependable and eco-friendly energy option is projected to lead to its market surpassing the value of liquid natural gas trade by 2030. This trend is anticipated to continue, potentially reaching a staggering annual value of US$1.4 trillion by 2050. Notably, the focus is on green hydrogen, which is generated through the electrolysis of water using renewable energy-driven electrical currents.

In this post, we will focus specifically on the realm of green hydrogen production. But we take note that the value chain of green hydrogen is complex and capital intensive, encompassing production, storage, transportation, and consumption and many sub-segments that are yet developing.

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GLy August Insight Post: Navigating the Smart City Landscape

GLy Insight August

The smart cities market has witnessed significant growth, with a valuation of US$ 656.8bn in 2022 at a CAGR of ~25.8% from 2023 to 2030. This growth can be attributed to various factors, including increasing urbanization, resource management needs, and the demand for sustainable energy utilization.

From AI and IoT to 5G and renewable energy sources, some focus on technological integration and data-driven governance, while others emphasize citizen-centric approaches and sustainability as defining factors. Nonetheless, it becomes evident that “smartness” goes beyond technological advancements.

In this post, we will map out the major areas of the Smart Cities and how we understand and approach the quadrant.

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GLy July Insight Post: Emerging Trends and Considerations in the ADAS Market

GLy Insight July 

The Advanced Driver Assistance Systems (ADAS) market is experiencing significant growth and transformation, driven by advancements in integrator platforms, simulation technologies, sensors, processors, and software. The market size for ADAS is projected to reach US$81.17 billion by 2032, representing ~ 18.2% CAGR (2023 – 2032). The ADAS market encompasses various systems and components that are integrated into vehicles to assist drivers. These systems rely on automated technology, including sensors, detectors, and high-resolution cameras, to monitor the surrounding environment and take appropriate actions.

In this post, we will delve into key insights regarding major areas of the ADAS market, with a specific focus on the sensor segment, which is further sub-segmented into cameras, 4D radar, and LiDAR.

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