Business & Tech-enabled Services

PARIS ­| July 24th, 2024 – BG IRIS, Bryan Garnier’s research platform, is pleased to release “Electrifying the future of on-road HDVs”, an in-depth analysis exploring the dynamic landscape of zero-emission mobility, industry commitments, and market opportunities in the transition to electric medium and heavy-duty vehicles.

In 2023, passenger mobility hit a major milestone with 31 countries reaching a 5% tipping point in pure-electric transitions, and this is just the beginning:

• By 2030, most MHDV manufacturers are aiming for over 50% zero-emission vehicle (ZEV) sales, with targets of 100% between 2035-2040 

• Fleet operators are also stepping up, with ambitious goals to electrify up to 100% of their MHDV fleets by 2030 

• By 2035, we expect to see 290k electrified transit buses in key regions and 750k HDV trucks in North America alone, representing markets worth over EUR130bn and USD240bn. 

Investment decisions continue to hinge on the total cost of ownership, driven by operational costs and energy efficiency. As electrification progresses, sourcing and manufacturing costs will fall, making every kWh cheaper and more competitive. 

Europe and California are leading the charge in electric MHDV registrations, but North America and other developed regions are catching up.

This paradigm shift underscores the urgent need for ZE-mobility infrastructure, with public signals and private investments accelerating adoption and expanding the grid. 

To dive deep into this topic and discover more about the transformative shift to electric mobility, the impact on MHDV emissions, and future market trends, download the industry brief.

PARIS ­| June 26th, 2024 – BG IRIS, Bryan Garnier’s research platform, is pleased to release “Satcoms’ Muskonomics challenge”, an in-depth analysis exploring the dynamic landscape of satcoms and unveiling the intricate interplay between its main actors.  

This industry brief is an assessment of the satcoms sector amidst the heightened risk of Starlink and Amazon duopolising the industry.

We also dive into three specific areas: 

• The case for a Starlink-Kuiper duopoly: Learn about how these two satellite giants are poised to dominate satcoms
• The operators’ strategic stalemate: Explore how established operators are struggling to adapt to this new competition and are increasingly retreating to niche markets
• Space public & private and transaction activity: Get a glimpse into the current challenges faced by listed space companies

Within this industry brief, we also look at why gigaconstellations are likely to also target non-satellite markets, as well as providing a cost analysis of the different megaconstellations, and discussing the escalating debt costs and diminishing returns on capital of established operators. The report provides a full picture of what is happening in the satcoms sector today.

To dive deep into this topic and discover more about the changes affecting the satcoms market, download the industry brief.

PARIS ­| May 27th, 2024 – Bryan Garnier is pleased to release “Educational Horizons”, an in-depth analysis exploring the dynamic landscape of modern education and unveils the trends that are reshaping how we learn and teach. 

This paper takes a close look at the major factors affecting education today, how education services are growing and changing, and increasing attention from regulators.

We also dive into three specific areas: 

• Learning Management Systems: Learn about the latest advancements in digital learning platforms 
• Healthcare Education: Explore the unique challenges and opportunities in educating healthcare professionals 
• Digital careers Programs: Get a glimpse into initiatives preparing individuals for digital careers 

Within this white paper, we look at private equity investments as investors are favouring build-ups, and at how publicly traded education companies are faring on the stock market. The report provides a full picture of what is happening in education today. 

To dive deep into this topic and discover more about education as a diverse and dynamic sector of the future, download the white paper.