The Guide to Advanced Air Mobility
An overview of key players & the landscape
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Hey there,
Skander here.
We don’t often get the chance to dive as deep as we want into a topic.
But we are very happy that our drifters do.
Today, we are releasing a comprehensive 100-page guide on the Advanced Air Mobility (AAM) space. It covers everything you need to know, from use cases to an overview of key players and the regulatory landscape.
For those who prefer a quicker read, we also prepared a brief 10-minute summary highlighting our highlights.
Let’s dive in 🌊
Who is the drifter who wrote this? Meet Eric:
Eric has been a part of the technology industry, particularly in semiconductors and entertainment technology, since 1995. He has built a business worth over $50 million and managed various profitable ventures. His expertise spans hardware, software, systems, and intellectual property. Eric has conducted business in over 30 countries and has extensive experience in forming ecosystem partnerships to drive growth and success.
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Your Air Taxi Is Coming!
Advanced air mobility is about to change our lives. Imagine being able to book air taxis like ride shares, quietly fly above our crowded roadways, reduce travel times⌚by up to 70%, and not pollute the atmosphere.
🚑 Advanced air mobility will also save lives. Emergency care in rural areas will now be rapid ⏱, arriving much faster than an ambulance and cheaper and quieter than a helicopter🚁 – and cleaner than both.
These are two example use cases where advanced air mobility will improve our lives. There are many others where affordable, quiet, clean air transportation brings enormous benefits.
So in this deep dive I will tackle some of the biggest current questions of Advanced Air Mobility, including:
Why should anybody care about advanced air mobility?
What are the use cases and leading companies?
What are the challenges and biggest benefits?
Will they be safe?
And now, time for some highlights:
Market Readiness and Economic Potential:
The AAM industry is on the verge of launching, with service introductions expected between 2024 and 2030. Significant investments and order backlogs from companies like Eve Air Mobility, Vertical Aerospace, Lilium, and Archer Aviation underscore the market's economic potential. For instance, Morgan Stanley projects a $1 trillion market by 2040, growing to $9 trillion by 2050.
Environmental and Public Health Benefits:
AAM aircraft, primarily powered by electric batteries and hydrogen fuel cells, offer substantial environmental benefits by reducing greenhouse gas emissions compared to traditional hydrocarbon-based transportation. This shift is critical as transportation accounts for a significant portion of global emissions, with aviation contributing 11% of the total. The transition to renewable energy sources for electricity generation further enhances these benefits.
Partnerships are expanding
Several advanced air mobility (AAM) aircraft manufacturers have formed strategic partnerships with major airlines, highlighting the integration of AAM into mainstream aviation. Notable collaborations include Archer with Etihad, IndiGo, Southwest Airlines, and United Airlines; Joby with Delta Airlines; Lilium with Lufthansa and Saudia; and Vertical Aerospace with American Airlines. These partnerships aim to develop air taxi services for short distances and small passenger counts, potentially revolutionizing short-distance travel in a manner akin to the disruption caused by ride-sharing services. Additionally, specialized operators like Blade and Helijet are placing orders for eVTOL aircraft, and companies like Bristow Group are evaluating multiple AAM aircraft for specific markets such as offshore energy and government services. The commercial aspect of AAM involves significant financial investments and support from lessors and insurers, with various stakeholders providing the necessary capital and risk management to foster the industry's growth.
Dive deeper in the full report here:
Full Agenda
Prologue
Overview of Eric's background and motivation for exploring the advanced air mobility (AAM) industry.
Chapter 1: Introduction to advanced air mobility
An overview of AAM, its benefits, and why it is important for the public and stakeholders to understand.
Chapter 2: Advanced air mobility ecosystem
Exploration of the various components and participants in the AAM ecosystem, including product developers, suppliers, and service providers.
Chapter 3: Advanced air mobility passenger aircraft market
Detailed analysis of the market for passenger AAM aircraft and its potential impact.
Chapter 4: Cargo market for advanced air mobility
Examination of the use of AAM aircraft in the cargo industry and its benefits.
Chapter 5: The military market for advanced air mobility
Insights into the applications and advantages of AAM aircraft in military operations.
Chapter 6: Personal eVTOL market
Discussion on the market for personal electric vertical take-off and landing (eVTOL) aircraft.
Chapter 7: Public service market
Review of how AAM aircraft can be utilized in public service roles such as emergency response and medical transport.
Chapter 8: Innovations in control, design, and energy
Overview of the technological advancements in control systems, aircraft design, and energy sources for AAM.
Chapter 9: Conclusion
Summary of the key points discussed and the future outlook of the AAM industry.
Chapter 10: Supplemental Information
Provides related websites or organizations and publications, Glossary, and Acknowledgements.
Do you have comments, questions, or want to discuss the advanced air mobility market? Connect with Eric directly on LinkedIn: https://www.linkedin.com/in/ericschiff/
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crazy comprehensive white paper. Cool stuff.