Telematics and Data

• Fuel telematics across a 600 plus asset fleet in South Africa is cutting waste and detecting theft
• Geotab's Link Labs acquisition extends telematics from vehicles to tools, trailers and equipment
• A new truck controller exposes 3,459 telemetry signals through the FMS port, up from 66
• Fleet FinOps is delivering 8 to 12 percent cost savings, one case reaching 26 percent
• 88 percent of fleets use telematics for safety, but 79 percent withhold data from insurers unasked
• 54 percent of European fleets reach telematics ROI within twelve months
• GCC and Turkey fleet management systems are forecast to double to 12 million units by 2030

‍

Electrification and Charging

• Siemens found service fleets differ from delivery fleets and driver mindset matters as much as hardware
• Record $6.05 diesel widens the electric truck cost advantage to nearly 60 cents a mile
• Over 60 percent of new European EVs are fleet bought, and Auto Trader, Sixt and Ayvens are already eating the residual value losses
• Grid connection lead times, not charger power ratings, are now the binding constraint on fleet electrification
• BYD's Flash Charging V2 delivers up to 1,500 kW and an 80 percent charge in 20 minutes
• PowerFlex and The Mobility House merged to lead North American smart charging
• Woolworths NZ will scale its delivery eFleet from 3 trucks to 57 by June 2027

‍

Safety and Driver Management

• Properly onboarded drivers rate safety tech coaching effective 74 percent of the time versus 19 percent
• WALTCO's aftermarket ARC light closes liftgate visibility gaps across mixed age fleets
• A five part carousel covers HGV speeding, RPMs, fatigue, TPMS and camera systems
• Compliance automation should target fewer interruptions, not faster document search
• Crash history alone is retrospective, and leading indicators can flag risk earlier
• Fatigue data caught early doubles as an underwriting documentation trail
• A 1,100 vehicle rental fleet cut body repair downtime from 38 to 22 days, saving $678,580 in nine months

‍

New Mobility Models

• WeRide picked car sharing operator GreenMobility over a robotaxi partner in Denmark
• Tesla began public Cybercab rides in Austin alongside its Model Y robotaxi service
• Zipcar's UK exit erased over 90 percent of London's car club fleet on parking policy, not the model
• Amazon's first European cargo bike grocery delivery launched from a London micro hub

‍

Market Moves

• Vontier sold Teletrac Navman for $220 million but booked an $86 million loss on the exit
• First Bus is buying 23 Aberdeen hydrogen buses for £30,000 each against a £556,000 original cost
• HAULYRA launched AI agents built specifically for commercial fleet underwriting
• Insurers sued over a Kia EV9 battery fire that caused a parking garage blaze
• Chinese OEMs could reach 8 percent European commercial vehicle share by 2033
• CATL is investing about €330 million in Qiyuan Green Power's battery swapping network
• VEV secured a Jolt Capital led investment to accelerate European fleet electrification

‍

Industry Events

• Michelin unveiled Automated Inspection at Elmia with Eliassons Åkeri as first customer
• Geotab exhibits telematics and dash cams at Fleet & Mobility Live, October 6 to 7
• Truck charging headlined the Intercharge Network Conference for the first time
• NAFA's workshop focused on the fleet metrics that drive better decisions
• The ZEVergreen Tour at FORTH marked a shift from whether EVs work to where they fit
• ZE Ports will present its eBus as a service model at FIAA Madrid, September 22 to 24
• OPmobility showcased battery and hydrogen systems at IAA Transportation 2026

‍

Thanks to Irvin Mdluli, Jason J. Rhule, Wen Han, Ron Sullivan, Jeff Huebner, Toñi Perea Rodríguez, Rickard Andersson, Cathe Reams, Angelo E., Niki Donadio, Nigel Jakeman, Diego Pareschi, Jochen Wermuth, Kyle Wadsworth, Theo Pretorius, Samuel Elkins, Leyhan Hansen, Djuro K, Angie B Byrne, Aaron Lilach, Colin Knudsen, Nicolas COAT, Jose Bueno, Marc Roberts, Ercilio De Oliveira, Michael Suess, Michael Barnard, Umakant Narkhede, Robert Eriksen Jacobsen, Christopher Ley, Wilhelm Graupner, Mike Nakrani, Karim ESSAADI, Holly Dempster, Markus Kroeger, Jon Stafford, JoAnne Golden, Mauricio Sardi, and Yannick Raynaud, and everyone else who contributed insights to this edition. Find the full list of posts and voices on LinkedIn:

‍