Our Mobility Data

Goods mobility

A market model suite for commercial vehicles on vehicles in use, market segmentation, aftermarket, zero-emission vehicles, profit pools, fleet decarbonization
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Navigate the transition to zero-emission and autonomous and connected trucks using our comprehensive, data-driven suite of market models, including industry-wide profit pools, market projections for the adoption of new technologies, and a fleet market scan. Elevate your business strategy to the next level with deep market insights.

In addition, our fleet tool suite allows fleet owners, operators, or providers to develop bespoke decarbonization and automation strategies in alignment with funding or emissions reduction goals.

Our mobility data products

Zero-emission vehicle sales and parc

Zero-emission vehicle sales and parc for commercial vehicles; data-driven outlook based on macroeconomic, regulatory, operational, and technological drivers
Output
Zero-emission vehicle uptake in sales and parc for trucks and buses
Capabilities
Detailed view on powertrain split in sales and parc for 120+ global markets through 2050 for different scenarios; based on total cost of ownership (TCO) and market analysis
Differentiator
Proprietary insights across industry sectors, including key technology cost curves, operational constraints for fleet operators and freight buyers, regulatory environment, ecosystem readiness, and vehicle supply

Commercial vehicle value pools

Perspective on value and profit pools across key industry verticals that covers the full vehicle life cycle and captures connectivity and zero-emission powertrain trends—a powerful enabler for defining business strategies in an increasingly dynamic truck market
Output
Detailed value and profit pool projections for vehicle production, financial services, aftermarket, energy/infrastructure, and data-enabled services
Capabilities
Available for 120+ global markets, with forecasts through 2050 for light-, medium-, and heavy-duty trucks and a direct link to zero-emission powertrain projections
Differentiator
McKinsey proprietary market insights validated over years of close collaboration with leading players across the commercial vehicle value chain

Off-highway electrification models

Zero-emission equipment sales, parc, and value pools for agriculture and construction equipment
Output
TCO, sales, parc, and value pools for zero-emission powertrains in key off-highway equipment segments
Capabilities

Available for 12 equipment types across agriculture and construction applications for 3 major markets and different scenarios

Models consider detailed TCO, product fit, operational constraints, and regulatory environment for alternative powertrains

Differentiator
McKinsey expertise in off-highway vehicle segments and zero-emission powertrain technologies complemented by proprietary fleet operator surveys

Charging infrastructure

Detailed forecast of required energy demand and charging infrastructure
Output
Forecast of energy demand and charging infrastructure for commercial vehicles globally
Capabilities

Country- and potential state-level view through 2050

Different scenarios on vehicle growth, electrification rate, energy demand, and charger station count

Available by vehicle type, vehicle segment, powertrain type, use case, technology, and more

Differentiator

Proprietary view on demand-based charging infrastructure demand

Detailed bottom-up modeling based on assumptions and input from McKinsey’s clients in the EV charging industry

Detailed fleet market model

Detailed transportation fleet market segmentation and fleet-company level insights
Output
Insights on road transportation fleet market for market segmentation and go-to-market strategy
Capabilities

Segmentation of the transportation fleet industry into vehicle type, fleet size, and end-use application

Company-level fleet insights on vehicle assets and expected TAM for multiple spend categories like vehicle purchases, fuel, tires, maintenance

Differentiator

Proprietary view on demand for products and services by transportation fleet companies

Bottom-up modeling at a company level for millions of fleets based on detailed expert interviews, fleet manager surveys, and input from McKinsey’s clients in the industry

Fleet Decarbonization Strategy Tool

Software tool to define a fleet decarbonization transition roadmap, analyze cost-reduction strategies, and track implementation of the zero-emission and low-emissions transition
Output
Actionable strategies at a location, route, and vehicle identification number level to decarbonize a transportation fleet using zero-emission powertrain technologies and clean fuels
Capabilities

Tool aids transportation fleet owners and operators in all phases of decarbonization journey from planning to implementation

Applicable for all types of fleets: light vehicle car and van fleets and medium- and heavy-duty trucks, buses, and fleets in specialized vocations

Differentiator

Helps fleets actively lower the total cost of the transition and “green premium” needed for decarbonized logistics

Enables periodic monitoring of progress on decarbonization, comparison with transition master plan, and strategy adjustment based on real-world results

Autonomous commercial vehicle market models and tools

Market models on autonomous truck and bus TCO, sales and parc by region, and tools to analyze potential commercial autonomous vehicle (AV) adoption on a route level
Output
Current and future commercial AV TCO, adoption, sales, and parc at a region or a route level
Capabilities

Detailed modeling of future TCO for different modes of autonomy considering technological advances, regulations, fleet purchasing behaviors, and other factors for multiple regions

Tool to simulate route-level TCO and adoption for commercial autonomy

Differentiator

Builds on McKinsey’s proprietary modeling of the AV market and technology and expert interviews, surveys with AV technology companies, and our client work with companies in the commercial AV ecosystem

Explore more mobility data products

Mobility Consumer Insights
Mobility consumers’ pulse regularly taken across the globe through quantitative and qualitative research, combining the best of McKinsey consulting and world-class customer research
People mobility outlook
Bottom-up modeling on how people move using different modes of mobility, how this affects vehicle sales, and how large the value pools across the entire mobility ecosystem are
Automotive components
Automotive components
End-to-end automotive supply chain modeling, covering raw materials to components to emissions, while accounting for technology disruptions.

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