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Mobility and Fleet Management Insights

Car registrations down -41% in the world but up 2% for China in April 2020

Pascal Serres on May 24, 2020

Sales have increased in China in April, helped by consumers seeking to avoid buses and trains. European car associations are asking for recovery policies to minimize the economic impact for 2020 and accelerate the digital & carbon-neutral economy.

Consolidation in Fleet Management

Pascal Serres on May 8, 2020

Rentacar and Fleet management companies are promising businesses with low valuation on the market. They require a lot of financial resources and some may not survive the crisis while leaders might further expand their domination.

The rental car industry in danger

Pascal Serres on April 25, 2020

The rental-car industry has been severely affected by the general ban on travel to stem the spread of Covid-19. Avis, Hertz Global Holdings Inc. and Enterprise Holdings Inc. have asked the Treasury Department to include the industry in federal plans to rescue U.S. travel companies. The French state has intervened as guarantor of a line of loans worth 225 million euros requested by the car rental company Europcar to maintain the continuity of its business.

Covid 19 - The impact on the car industry

Pascal Serres on April 21, 2020

Car production worldwide down 27% Q1 2020 because of Corona virus.

Covid 19 - From Mobility to Immobility Costs

Pascal Serres on March 20, 2020

We have to limit our movements to slow down the spread of the coronavirus. It is the best way to protect us and to reduce the number of people that are being seriously affected. It is also the way to alleviate the influx in hospitals, which should give scientists time to find a cure.

The leasing sector is a good sector to invest in

Philippe Bismut, Pascal Serres on February 19, 2020

Last week, ALD, Arval and LeasePlan published their annual results for 2019. Fleet Europe experts Pascal Serres and Philippe Bismut discuss the performance of the three largest full-service leasing companies in Europe.

Carsharing will go on, but differently

Pascal Serres on February 18, 2020

After a period of new market launches and expansion, several carsharing services are downsizing or even discontinuing their operations altogether. What will the carsharing industry of the future look like?

Why Brazilian car lease companies dominate the market

Pascal Serres on February 12, 2020

Most of the cars registered in Brazil, the 7th biggest car market in the world, are produced in the country because taxes of up to 35% impact imported vehicles which only represent around 6% of registrations (mainly luxury brands). And also when we look at the financing side we see that Brazil is a market where domestic finance and lease companies are more important and bigger than the international ones,

Why leasing and rental will converge

Pascal Serres on December 9, 2019

Will leasing and car rental converge? It’s a long-standing prediction, but one that may come true in the brave new world that is tomorrow’s Fleet and Mobility ecosystem. So, if it’s coming, what will it mean?

Pascal Serres joins Experteye Board

Pascal Serres on October 14, 2019

Pascal Serres has joined the Board of Directors at Experteye AG, a leading provider of Residual Value and Pricing data for the automotive and leasing sector and customer research. Apart from him, the Board also consists of the company’s two founders David Trümpler and Rick Yarrow, its CEO José Blanquez, and Laurent Queinec, CEO of Experteye Consulting AG.

Fleet LatAm Conference 2019, un éxito para México

Pascal Serres on September 25, 2019

El crecimiento y profesionalización de las flotas en América Latina llamaron la atención de Fleet Europe y Global Fleet que reconocieron a México como uno de los países más importantes en el desarrollo del negocio de la gestión de flotas, por lo que lo eligieron para ser la sede de la primera Fleet LatAm Conference 2019.

Venezuela, the collapse of a rich country

Pascal Serres on June 12, 2019

Maduro took over in 2013 when Chavez died and brought the country to bankruptcy. In 2019, Venezuela is facing one of the worst economic and political crises ever seen in Latin-America. The World Bank estimates that 87% of the population lives below the poverty line. Civil unrest is rife.

Tips to ride-hail security - Uber

Charlotte Serres on May 29, 2019

Since the inception of San Francisco based mobile app ride hailing company Uber in 2009, several companies such as Lyft (USA), Ola (India), Grab Taxi (Asia) Didi Chuxing (China), and Cabify (Spain) have followed suit, many of which who are making quite an impact in the industry.

The future of car leasing

Pascal Serres on May 2, 2019

I think we’re on the brink of an Autonomous Vehicle (AV) revolution. Just as an AV doesn’t need a driver, drivers won’t need to own a specific car anymore. Owning a car will become a rarity, like owning an airplane today.

The globalisation of vehicle leasing is ongoing

Pascal Serres on April 16, 2019

New cars sales could break the 100 million mark (PV – 70 million and CV – 30 million units) worldwide in 2019; they have grown regularly year after year from 66 million ten years ago (according to OICA – International organisation of motor vehicles) mainly because of China which represents 30% of the market nowadays and 50% of growth over the same period (from 13 to 30 million).

Trump, AMLO and Bolsonaro, a new landscape for 2019

Pascal Serres on January 29, 2019

In 2017, an interesting survey indicated that 75% of Latin Americans showed little or no confidence in national governments, up from around 55% in 2010. Trust in institutions like the judicial system also deteriorated as dissatisfaction with the quality of public services grew, in a context of social inequality and corruption.

The rise of employee mobility solutions and subscription models

Pascal Serres on December 11, 2018

Mobility for all employees, including commuting and professional travelling, is or will be a priority for corporates. This is a transversal responsibility where HR, finance, legal, procurement and fleet managers are concerned.

EU regulation forces EV revolution

Pascal Serres on December 11, 2018

In 2017, EVs represented around 2% of registrations in Europe, up 50% on 2016. The Netherlands, France and Norway are leading the change. By 2021 we can expect a revolution driven by European Commission orientations and 10/15% of new registration to be electric vehicles.

Brands, awareness and private lease competition

Pascal Serres on December 11, 2018

Nobody in the general public has heard of ALD, Arval or LeasePlan as none of them is using much publicity for its corporate business. However, in the years to come they all plan to grow their portfolio on the emerging retail market where brand awareness matters.

Mobility Market to Bolster Leasing and Rental Trends in Latin America

Pascal Serres on November 23, 2018

Fleet management companies administer 600,000 vehicles in Latin-America. Local Rentacar companies compete against international lessor alliances from the US or Europe. The traditional model, developed a long time ago with integrated garages for the mining and distribution industries, is being challenged. Meanwhile, Uber’s success and that of other hailing or car sharing platforms in the sub-continent push for a quick transformation toward mobility solutions.

Private lease will bolster competition and innovation

Pascal Serres on May 14, 2018

In the past, OEMs tended to use their captives and spend large amounts of money in marketing campaigns to increase car sales in retail markets. Meanwhile, the development of private lease and mobility platforms (including car sharing and ride-hailing) started changing the game, creating a new segmentation of the market and threatening retail businesses in the near future. For this reason, OEMs are now rapidly adapting their traditional business models to better service their customers and market trends.

Mono-brands will disappear

Pascal Serres on May 14, 2018

Last week's deal between LeasePlan and FCA is just one example of the great changes afoot along the leasing industry's captive/multi-brand divide, says Pascal Serres. “Mono-brand captives will disappear”, the mobility expert predicts. An analysis.

2018, the year of Powertrain revolution, private lease explosion and market consolidation

Pascal Serres on January 15, 2018

Pascal Serres, Global Fleet expert and managing partner at mobility consultancy firm Moby-D, shines a light on the developments in the fleet management industry.

Medium term renting will close the gap between leasing and rent a car business

Pascal Serres on November 6, 2017

Both businesses have started to move towards a new model, which is slightly more complicated, as it will involve managing additional risk, whilst providing additional opportunities. In the near future, it will certainly be possible to find a car for any desired period of time at the right price as both businesses start to converge towards a middle point. Another topic to be considered in this transition is how to manage physical sites.

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