
- Container liner shipping supported by China’s soaring market share in global trade
- The larger the country, the better for rail (passenger and freight) transport
- Sea (and rail) transport segment less fragmented than air and road ones
- Hydrogen-powered planes project being a flagship of the EU’s multibillion-euro Covid-19 stimulus package
- Rail transport considered as the best positioned to cash in on the “green transition”

- Road transport coping with the rise in green-related tax tolls
- Protracted travel restrictions wreaking havoc on many transportation players, especially airlines
- Companies' profit margins dependent on changes in fuel prices, regardless of the means of transport
- Highly leveraged airlines hardly able to proceed without any further state support
- Inability of (road) transport companies to pass fuel price rises on to customers
- Looming investments required for reducing the carbon footprint of the industry
Key players
Country | Role | Sector risk |
---|---|---|
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#1 market by revenue |
D
High risk |
![]() |
#2 market by revenue |
C
Sensitive risk |
![]() |
#3 market by revenue |
B
Medium risk |
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Transport in a zero carbon EU: Pathways and opportunities
03 November
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