global nature of autonomous driving...us, europe, asia. one fund. global reach. strong portfolio. in...
TRANSCRIPT
Global Nature of Autonomous DrivingMobile World Congress AmericasSeptember 2018
1
Proven Success
$1B+$1.2B AUM
$350M
Experienced Investors
2005
Global Perspective
US, Europe, Asia
one fundglobal reach
Strong Portfolio
In latest fund
Stable, 13+ year partnership
80 companies including
7 $1 billioncompanies
NGP Capital Overview
15 Smart Mobility Investments in Industry Leaders
Smart Commute Smart Logistics
4
Autonomous Use Cases Initially Off Road
1 Valet Parking
2 Warehouse Logistics
3 Local Deliveries
4 Fleet Platooning
Drone Deliveries
5
6
Mining
5
Automated valet parking in Stuttgart
Autonomous Valet Parking
6
Warehouse and Manufacturing
Autonomous in the Warehouse
Autonomous delivery in the UK
Autonomous delivery robots
Autonomous for Local Deliveries
8
Mining in Chile and Australia AVs hauling iron ore Over 1 Billion tons hauled without incident
Autonomous in Mining
Autonomous Deliveries -Africa
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First Adopters will be Outside the US
1 Israel
2 Japan
3 Europe
4 China
Israel: an early developer/adopter of autonomous tech
Autonomous Technology in Israel
Labor shortage catalyst for autonomous trucks
Autonomous in Japan
verless buses from
Europe: Transportation as a Service
Infrastructure: 2-3x spending in China v. US & Europe
R&D: 2x+ spending v. US
China Autonomous Driving
Thank You!
Q&A