
Zurich transit authority launches CHF 140m electric-bus tender after repeated supplier reliability issues
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EU city bus market: electric powertrains pass majority in 2025
Zero-emission buses crossed the majority threshold across the EU in 2025, driven by battery-electric adoption and Clean Vehicles Directive pressure. Operational setbacks in some hydrogen projects and high-profile procurement shifts toward large BEV tenders are concentrating future demand and accelerating infrastructure and battery investments.

European Electric Truck Sales Surge After New CO2 Target
European zero-emission truck adoption accelerated after the July 2025 CO2 target, pushing electric share to a new high and shifting manufacturer leadership. Policy measures and frontrunner nations narrowed the technology gap with China but left global competitiveness dependent on faster industrial scaling.

Tesla Leads Cleaner EV Supply Chains as EU Rules Propel Change
A new industry leaderboard shows Tesla, Volvo and Ford leading measurable supply‑chain decarbonisation driven largely by EU battery rules, but accelerating global manufacturing shifts — from Chinese upstream scale to U.S. localisation incentives — and a two‑year delay to EU due‑diligence provisions mean the gains are conditional and politically fragile.

EU electric car prices fall as affordable models hit market; 2030 policy fight threatens parity
Average EV price in the EU fell by €1,800 in 2025 as affordable B‑segment models entered the market, accelerating price convergence with combustion vehicles. Proposed dilution of the 2030 CO₂ target could cut projected EV market share and raise average prices by roughly €2,300 by 2030, while complementary fleet mandates and local‑content rules would reshape where and how those volumes translate into on‑shore production — sometimes at a short‑term cost premium.

Atlantic Trade Realignment Is Reshaping EV Supply Chains and Bypassing the United States
Chinese EV makers and their suppliers are deliberately localizing production across Europe, Latin America and parts of Africa, knitting shorter, Atlantic-centered supply corridors that cut logistics costs and expand regional manufacturing. That reorientation compounds China’s upstream scale advantages and poses a policy challenge for the U.S., which risks losing leverage in clean-technology standards and high-value production unless it coordinates industrial policy, skills investment and targeted incentives.
Transport & Environment: Ambitious EU fleets law could supply majority of carmakers’ 2030 EV demand
T&E finds an upgraded EU fleets mandate (around a 69% EV-only target and removal of PHEVs) would deliver roughly 57% of the electric vehicles carmakers need by 2030 and unlock up to 1.9M additional Made-in-EU EVs. Evidence from recent public-procurement shifts (city buses) and draft Industrial Accelerator Act content rules show that pairing a strong fleets mandate with localisation criteria and bridging finance is the realistic path to convert procurement volumes into sustained European production gains; without that package, supply-chain constraints and uneven national tax regimes will blunt the manufacturing upside.

Uber Moves to Commercial Robotaxi Operations in Hong Kong, Madrid, Houston and Zurich
Uber plans to begin customer-facing autonomous ride-hail services in four cities — Hong Kong, Madrid, Houston and Zurich — marking a shift from pilots to sustained commercial operations while layering in OEM integrations and third‑party financing deals. The company’s broader push comes as it tightens capital oversight after a quarterly earnings miss and a new finance leadership appointment meant to reconcile near‑term profitability pressures with heavy AV investment commitments.
Germany's Pressurized, Idle Hydrogen Line Forces a Strategic Reset Toward Electrification
A newly built, pressurized hydrogen pipeline segment in Germany stands unused because neither supply nor demand materialized, creating a large, regulated capital liability. Policymakers now face a binary choice: subsidize speculative molecule markets and raise consumer bills, or recast the asset as a contingency while redirecting investment toward grid upgrades and electrification.