《思略特：2024邁向綠色視野：無人機系統（UAS）及其在ESG方面的作用分析報告（英文版）（20頁）.pdf》由會員分享，可在線閱讀，更多相關《思略特：2024邁向綠色視野：無人機系統（UAS）及其在ESG方面的作用分析報告（英文版）（20頁）.pdf（20頁珍藏版）》請在三個皮匠報告上搜索。

1、Towardsgreen horizonsCan drones help us soar towards a more sustainable future?Analyzing UAS and their role in ESGStrategy&|Towards green horizons2ContactsGermanyDr.Jan H.WillePartner,Strategy&Germany+49-170-2238-Andr KellerPartner,Strategy&Germany+49-151-2666-ItalyDr.Cesare BattagliaPartner,PwC Ita

2、lia+39-340-469-Gabriele CapomasiPartner,Strategy&Italy+39-366-612-PolandAleksander BuczkowskiDirector,PwC Poland+48-503-781-About the authorsDr.Jan H.Wille advises private sector and public clients in the EMEA region on large-scale transformations,strategy formulation,operating model design and oper

3、ational excellence.He is a Partner in the Hamburg office of Strategy&,PwCs strategy consulting business.He leads PwCs aerospace and defense team in EMEA and is a leading member of the industrial products and public sector practices.Andr Keller is a leading practitioner for large-scale operations tra

4、nsformations advising aerospace,space,and defense organizations in the public and private sector in Europe and the Middle East.With more than 15 years of international management and consulting experience in the aerospace and defense sector,he is a Partner at Strategy&serving clients in the industri

5、al products and public sector practices.Dr.Cesare Battaglia has specialized skills in supply chain,operations and procurement and held General Manager/Senior Vice President roles in leading aerospace and defense,and industrial companies.He serves as a Partner and aerospace,defense,and space country

6、lead for PwC Italia.Gabriele Capomasi is a Partner at Strategy&,with over 13 years of consulting experience.He worked for international players,family businesses and start-ups in Italy,Europe,Middle East,and the US,primarily in the aerospace and defense,industrial and technology sectors.Aleksander B

7、uczkowski serves as the Director overseeing the Global Centre of Excellence in Drone and Satellite Technology.Within the consultancy practice,he specializes in strategic advisory,technology consulting,as well as software and data analytics.Throughout his career he has collaborated with governments a

8、nd organizations across six continents.Tobias Mueller,Senior Associate at Strategy&,led the research and creation of the report.Many thanks to Tomasz Klosowicz,Senior Manager at PwC Poland,Anhelina Kamenska,Senior Market Analyst at PwC Ukraine,Alexander Rudek,Senior Associate at Strategy&Germany,and

9、 Christoph Bauerschmidt,Associate at Strategy&Germany,who contributed significantly.Industry and governments across the globe focus on the emerging ESG impact of Advanced Air Mobility(AAM)and Unmanned Aerial Systems(UAS)Advanced drone solutions within a broader UAS ecosystem could be a key enabler f

10、or responding to global ESG challenges.A minimum of 50 different use cases for innovative aerial systems could contribute to achieve global ESG targets across industries such as:Decarbonization in the transportation sector by replacing traditional modes in Business-to-Consumer(B2C)logistics with UAS

11、 options could save circa 12.2mn t CO2 annually by 2045.Significant performance improvements of medical deliveries in rural African areas.The introduction of drone networks can help reduce delivery times by 85%and eliminates stock-outs.Sustainability boost in the agriculture sector and significant s

12、avings of natural resources could be achieved via the application of drones.The impact includes the reduction of water used by 96%,pesticides used by 10%or CO2 emissions by 99%compared to traditional machinery and tractors in European agriculture.Outlining and promoting the concrete impact of AAM an

13、d UAS on global ESG goals will significantly help to improve public perception and overcome resistance.It is recommended to invest into“playing fields”to increase adoption of ESG beneficial UAS business models and increase acceptance by users,customers,investors,and other stakeholders.EXECUTIVE SUMM

14、ARYInnovative UAS applications show significant ESG benefits across sectors.With the right operating and business models drones,could,e.g.,reduce global CO2 emissions in the transportation sector by up to 12mn t annually,the water consumption in European agriculture by up to 96%or the medicine deliv

15、ery times in rural African areas by up to 85%.”Dr.Jan H.Wille,Partner at Strategy&Strategy&|Towards green horizons1Strategy&|Towards green horizons2INTRODUCTIONThe emerging importance of ESG for UAS1 Source:Strategy&analysis2 For an in-depth analysis on the challenges and outlook of Unmanned Traffic

16、 Management systems,please refer to the 2024 PwC Global UTM report link3 Source:FAA link,EASA linkUAS solutions could be a key enabler for responding to global ESG challengesAdvanced Air Mobility(AAM)and Unmanned Aerial Systems(UAS)technologies are reaching unprecedented levels of maturity and have

17、significant potential to disrupt various industries.Key technological advancements are driving this potential,such as improvements in battery technology and hybrid systems.They make electric and hybrid-electric propulsion more viable and result in quieter and more environmentally friendly aircraft.I

18、ncreasing autonomy levels allow for various new applications,including delivery,surveillance,and inspection.Fully autonomous drones are on the horizon.The integration of next-generation sensors paired with artificial intelligence enhances navigation,obstacle detection,and data collection.This signif

19、icantly improves not only the capabilities but also the safety and reliability of UAS and enables new business models,such as drones-as-a-service applications.While drone technology for aerial operations has been widely adopted for surveying and industrial inspections,e.g.,in construction,energy or

20、agriculture,the introduction of air taxi operators and other Urban Air Mobility use cases is still nascent.First viable models are anticipated soon.The combinations of latest advancements suggest that AAM and advanced drone solutions are soon expected to experience accelerated breakthroughs and pote

21、ntially become commonplace in daily activities.Through a multitude of civil,industrial,security and defense use cases,UAS may contribute to digitalization of the entire transport and mobility system and improve the safety and health of citizens,while accelerating global decarbonization.However,sever

22、al challenges remain.Particularly the development of new comprehensive regulatory frameworks and standard operating procedures for integrating UAS into national airspaces are essential and require significant efforts.1 This includes the development and implementation of Unmanned Traffic Management(U

23、TM)systems.2 Progress is being made in this area,with leading regulatory bodies such as the Federal Aviation Administration and the European Union Aviation Safety Agency beginning to implement new regulations.3 Furthermore,counter-UAS technologies to detect and mitigate rogue drones are necessary to

24、 ensure the security of airspace and critical infrastructure.Drones would need to be socially accepted to play their full role for the benefit of businesses,local communities,and citizens.Gaining public acceptance through proactive community engagement and developing e.g.,quieter aircraft to reduce

25、noise pollution and reduce visual nuisances in urban areas are just a few critical steps.Lately the focus on the holistic benefits of UAS for achieving global ESG targets is increasing.This presents a“sustainability opportunity”for the UAS ecosystem and a chance to improve public acceptance by provi

26、ding tangible social,environmental and security benefits.A broad ESG definition,encompassing aspects of public acceptance,social contributions,and security,could significantly aid the UAS ecosystem in gaining acceptance from markets,regulators,and the broader public.Latest initiatives,e.g.,from the

27、European Union,make evident that expectations on UAS solutions are high to create not only sustainable mobility options but Strategy&|Towards green horizons3also have wider social benefits.4 In this context it becomes imperative for all stakeholders in the AAM and UAS ecosystem to fully understand t

28、he ESG challenge at hand and its opportunity for the drone sector.This report assesses how the UAS ecosystem and all kinds of drone applications and use cases could not only have transformative potential in many sectors but also help nations,companies,and societies to address the major challenges in

29、 ESG in the 21st century.By outlining these contributions to the“greater good”,the actors and stakeholders in the UAS sector could pave the way for integrated,faster,widely accepted,and supported implementation and scaling of its use cases and business models.Not only in media,UAS are emerging as va

30、luable tools in addressing broader challenges that have proven difficult to resolve with conventional technologies.Surveys indicate higher acceptance of UAS in cases where the application offers clear social,security or environmental benefits.While a majority 4 Source:EASA linkPublic acceptance for

31、drone solutions with clear environmental,social or security impact is significantly higher compared to purely commercial offerings.”Andr Keller,Partner at Strategy&Strategy&|Towards green horizons4of the population would support the application of drones for disaster relief(85%),agriculture(77%)or b

32、order security(67%);the approval rates for B2C cargo drones in cities(48%)or air taxis(39-45%)are much lower.5To best assess the holistic impact of UAS and UAM on ESG,this study adopts a comprehensive?efiniti?n?the?A?e?s?stem?that?en?m?asses?all?rms?unmanne?a?iati?n?an?operation,like AAM,advanced dr

33、ones,related infrastructure and services.6 The applied?efiniti?n?nn?ati?e?Aerial?er?i?es?e?ten?s?e?n?r?ne?eli?er?an?air?ta?is?to include all types of UAS,recognizing the shared technological foundations across these platforms.It is inspired by numerous engagements and applications across industries,

34、instituti?ns?an?erat?rs?an?su?rte?the?efiniti?n?use?at?the?ur?ean?ni?n?A?iati?n?Safety Agency(EASA).Innovative aerial services capture the full perimeter of the UAS ecosystem and focus on non-military applications(see Exhibit 1).5 Source:BDL/BDLI 2022 link,EASA 2021 link?his?efiniti?n?is?agn?sti?r?u

35、lsi?n?r?energ?s?ur?e?le?tri?al?an?m?usti?n?r?ulsi?n?as?ell?as?i?erent?energ?st?rage?technologies(battery-electric,hydrogen)are includedEXHIBIT 1?e?the?A?e?s?stem?an?nn?ati?e?Aerial?er?i?es?1,2?A?m?rise?a?m?inati?n?an?unmanne?air?ra?t?r?ne?an?the?ass?iate?m?nents?ne?essar?r?its?erati?n?li?e?r?un?ntr?

36、l?tati?ns?mmuni?ati?n?lin?s?a?l?a?s?an?relate?ser?i?es?ern?A?an?e?erate?either?manuall?a?human?il?t?r?aut?n?m?usl?using?re?r?gramme?ight?lans?r?real?time?ntr?l?s?stems?ser?ing?a?ariet?missi?ns?an?ur?ses?he?erati?ns?use?ases?an?missi?ns?er?rme?A?are?summari?e?un?er?Aerial?erati?ns?AA?is?an?integral?a

37、rt?of the broader UAS ecosystem?Alth?ugh?first?AA?erati?ns?are?e?e?te?t?e?n?u?te?ith?manne?e?air?ra?t?in?the?initial?stages?the?ul?m?st?li?el?e?rem?tel?il?te?an?then?ull?autonomous in the target stageSource:Strategy&analysisSECTION NAME4Strategy&|Towards green horizonsInnovative aerial services perf

38、ormed by Unmanned Aerial Systems(UAS)Advanced Air Mobility(AAM)Aerial operationsTransportation of goods(e.g.,drone delivery)Transportation of people(e.g.,air taxis)By sector(Agriculture,construction,surveillance,healthcare,energy,environment,public safety and security,)By use case(Inspection,mapping

39、,imaging,)Strategy&|Towards green horizons5Challenge and opportunity Sustainability as a major driver of the UAS sectorSustainability is the global ability to meet the needs of the present without compromising the ability of future generations to meet their needs.With their disruptive potential UAS

40、could contribute to overcoming the major sustainability challenge of the 21st century.Across the dimensions of Environmental,Social,and Governance(ESG),UAS could contribute to the public good via various applications and use cases(see Exhibit 2,next page):1.?he?ne?maturit?A?all?s?r?inn?ati?e?usiness

41、?m?els?an?ers?signifi?ant?economic opportunities especially for SMEs across the globe,e.g.,with drone-as-a-service offerings(DaaS).2.?r?ne?a?li?ati?ns?ul?greatl?in?rease?the?e?fi?ien?an?a?a?it?in?the?agri?ulture?sector with environmentally friendly smart surveying,spraying,and watering solutions.The

42、y could contribute to the UN target of zero hunger and secure food supply.3.Drone-enabled medical delivery networks,e.g.,in rural African areas,offer new options to ensure the supply with medication,blood samples,and medical gear for citizens around the globe and even in remote locations.4.Novel hig

43、h-end drones,like high-altitude-pseudo-satellites(HAPS),offer new opportunities?r?rem?te?maritime?sur?eillan?e?an?su?rt?ith?the?i?entifi?ati?n?illegal?fishing?r?il?spills detection.5.?t?nl?la?en?r?ement?ut?als?first?res?n?ers?an?ther?u?li?ser?i?es?rel?n?the?application of drones to increase public p

44、eace and security.Critical infrastructure?r?te?ti?n?r?er?ntr?l?rug?tra?fi?ntr?l?r?se?uring?ma?r?s?ial?e?ents?are?ust?a?few proven use cases for UAS in this context.6.By reducing the water consumption,e.g.,in the agriculture sector by up to 96%,UAS are a major lever for improving global access to cle

45、an water.7.?s?e?iall?in?the?energ?se?t?r?r?nes?er?signifi?ant?tential?r?ins?e?ti?n?an?maintenance support of wind turbines,solar panels,pipelines,or electrical grid.8.Drone enablement and support could improve job conditions and make workplaces safer across many sectors.For example,drones are able t

46、o perform inventory counts,reducing the need for workers to climb ladders or operate heavy machinery in tight spaces or inspect industrial equipment and infrastructure,such as roofs and heating,ventilating,and air conditioning systems(HVAC).9.The versatility and increasing maturity of drones could o

47、pen the door to plenty economically?ia?le?usiness?i?eas?n?t?nl?in?the?fiel?l?gisti?s?an?trans?rtati?n?ut?als?r?example in construction or real estate.10.?A?ul?ha?e?a?siti?e?im?a?t?n?the?en?ir?nment?a?hie?ing?a?signifi?ant?re?u?ti?n?of CO2 emissions in transport and logistics via adoption of battery-

48、electric solutions,in?rease?in?agri?ulture?e?fi?ien?lluti?n?m?nit?ring?r?su?rt?in?energ?erati?ns?among many other use cases.11.Innovative Urban Air Mobility concepts as well as battery-electric cargo-last-mile-delivery s?luti?ns?ul?signifi?antl?re?u?e?n?ise?an?lluti?n?in?metr?litan?areas?an?improve

49、livelihood.12.Next to other potential applications,UAS could support wildlife surveys in dangerous or hard-to-reach areas and offer other opportunities for nature and wildlife protection such as detection of poachers in national parks.The various UAS use cases with ESG impact can be segmented accord

50、ing to their major areas of effect on Environmental,Social,and Governance and Security(see Exhibit 3,next page):1.Security and governmental services,2.Transportation,and 3.UAS operations including imagery work or interventionsA?r?ss?the?use?ases?i?entifie?ha?e?enefits?r?erall?g?ernmental?ser?i?es?r?

51、se?urit?ha?e?en?ir?nmental?enefits?an?the?ther?ha?e?siti?e?s?ial?im?li?ati?ns?he?e?i?ilit?an?m?ular?esign?m?ern?r?nes?ul?urther?multi?l?the?enefits?ith?the right operating and business model,a single drone can be used to run multiple different missi?ns?an?an?m?ine?ari?us?enefits?Positive impact of U

52、AS and AAM adoption across the dimensions172839410511612Supplyaffordable andclean energyEnsure decentwork andeconomic growthIndustry,innovationand infrastructureTake climateaction andmitigate effectsImproveeconomicopportunitiesContribute tozero hunger and food supplyEnsure globalmedical supplyand he

53、althProtect themaritime domainSupport peace,justice andsecurityAccess toclean water and sanitationProtect andmonitornatureSustainablecities andcommunitiesEXHIBIT 2Positive impact of UAS and AAM adoption across the dimensionsSource:Strategy&analysisStrategy&|Towards green horizons6Strategy&|Towards g

54、reen horizons7Positive impact on sustainability,predominantly via the dimension of:SocialGovernance and SecurityEnvironmentalSecurityPassenger+cargo transportationImages+data acquisition Governmental servicesAerial work+intervention 1712182228323843502813192329333944391420243034404541015212531354146

55、5111626364247617273748Electronic warfare and more Critical cargoand air supplyComms relayAerial refuelingCommand and controlSwarmingmissionsCounter UAVs+Anti-drones solutionsStrategic objects surveillanceSurveillance and patrollingFrontier andcustoms controlShip-to-shoredeliveryFood deliveryFirst-mi

56、le deliveryParcel deliveryMid-mile deliveryAir taxiAirport shuttleAir regionaltransportAerialsightseeingtoursMedical deliveryLiDAR surveyingReal-timestreamingOptical inspectionThermalinspectionsWeathermonitoringAir qualitymonitoringAerialphotographyAerialvideographyMappingSurveyingMulti-spectralmapp

57、ingEmergencyservices supportSearch andrescue evacuationAir ambulanceFirefightingEmergencysupplies deliveryMissing people/convicts searchDisaster reliefCrowd/eventsmonitoringKinetic and chemicalcrowd controlMaintenanceSpraying andseedingPest controlDrone showsCablesinstallationAnti-icingmeasuresWindo

58、w andobjects cleaningFirst respondertransportIntelligence,Surveillance&ReconnaissanceEXHIBIT 3AAM and UAS use cases with positive ESG impact,based on predominant impactSource:Strategy&analysisStrategy&|Towards green horizons8Global perspectives and focus are changingThe potential of UAS and AAM to m

59、ove forward the race towards more sustainability has already started to become recognized by major institutions and organizations like the International Civil Aviation Organization(ICAO)or EASA.7 An increasing focus on the ESG impact and related UAS use cases across the globe is observed at conferen

60、ces,discussions,or publications.This brings together researchers,regulators,institutions,governments,and industry to discuss opportunities and challenges and the potential of UAS to contribute to sustainability and global ESG targets across sectors and regions(see Exhibit 4,next page).In developed n

61、ations,a key focus lies on leveraging UAS for urban passenger transportation and cargo delivery,reflecting a commitment to transforming urban mobility.With cities reaching their limits in the amount of traffic they can handle,as well as calls for less motorized traffic in city centers to increase qu

62、ality of life,taking to the skies appears to be an attractive option.A secondary emphasis is placed on the deployment of cargo drones,particularly for parcel delivery,which not only addresses environmental concerns but also logistical challenges in times of ever-increasing amounts of parcel deliveri

63、es.These applications tackle significant issues such as noise and air pollution as well congestion from highly individualized forms of traffic relying on traditional road networks,both of which align with the political agendas of most developed nations.While the environmental advantages of autonomou

64、s aerial vehicles appear obvious,their benefits extend beyond mere environmental considerations,offering potential solutions to the demands for reducing the amount of space currently reserved in cities for conventional vehicles.In contrast,the focus of developing nations appears to be more aligned w

65、ith the social and governance dimensions of ESG.Although environmental considerations and passenger transport applications are relevant in these regions,there is a discernible emphasis on addressing social and governance issues.Many emerging UAS use cases are linked to security,disaster relief or me

66、dical deliveries.8In the US,the focus is on a wide adoption of drone technology for industrial inspections and surveys,making the work environment safer and increasing productivity(e.g.,telecoms,utilities,construction).9 The European focus,steered by the EASA and governments,is on the introduction a

67、nd scaling of smart urban mobility and logistics solutions.The ambition to combine new means of sustainable aviation,leading to less congestion,noise,and pollution in metropolitan areas,is complemented by last-mile-cargo-delivery concepts and other commercial use cases for e.g.,inspections,remote in

68、terventions or surveying across industries.10In Central Africa,medical delivery drones are being utilized to improve access to critical medical supplies,transportation of blood samples,organs,and medicines in hard-to-reach rural areas,addressing significant health and equity challenges.11In Latin Am

69、erica,next to use cases in law enforcement,the application of drones in the agriculture sector for surveying and spraying is increasing and showing tangible benefits.The Middle East region sees a combination of UAS-based advanced border security solutions with emerging hubs for AAM,e.g.,in Abu Dhabi

70、,Doha,Dubai,or Riyadh,evident by the recent launches of advanced air mobility roadmaps of Gulf states.7 Source:ICAO link,EASA link8 Source:Strategy&analysis9 Source:Strategy&analysis10 Source:EASA11 Source:Government of GhanaStrategy&|Towards green horizons9Middle East Advanced drone monitoring and

71、surveillance of border areas or pipelines in KSA Unmanned air transportation hub in UAE with zero local emissions?Sustainable CO2 neutral urban air transportation concept in Singapore Emerging AAM hub in Korea with dedicated focus on social transportation FlyOnE investment with the Advanced Air Mobi

72、lity Cooperative Research Centre to frog-leap on ESG-friendly air transportation(Australia)Africa UNICEF drone powered medical supplier program for rural areas Ghanas government launched the largest medical drone delivery service globallyLatin America Extensive application of drones in agriculture a

73、nd pesticide spraying Drone deployment by police forces to increase security situation in urban areasUSA,Canada First ever AAM symposium by ICAO in Canada in 2024 outlined the impact of environmental and social impact of AAM and set the scene for use cases Wide adoption of drone technology for indus

74、trial inspections and surveys,making work environment safer across sectors Worlds largest drone show with 1,500 drones in Florida Nov.23 at IAAPA established UAS as a key element in entertainmentEurope EASA innovative air mobility hub as a European platform for sustainable drone and air mobility sin

75、ce 2022 and adoption of EuropeanSustainable Urban Mobility Indicators(SUMI)for AAM and UAS Drone Strategy 2.0 for a smart and sustainable unmanned aircraft ecosystem in Europe,developed by the European Commission 2022,target to create environmentally sustainable ecosystemEXHIBIT 4Increasing ESG focu

76、s globally on AAM and UASSource:Strategy&analysisSeveral?ha?e?emerging?nati?nal?r?ne?strategies?an?la?ing?fiel?s?While Singapore,Japan,Korea,and Australia focus on sustainable and social urban transportation options,e.g.,China puts focus on industrial applications and last-mile-delivery use cases.CA

77、SE STUDIES Case study 1 Environmental impactDrone tech in agriculture reduces water usage and pesticide consumption while boosting crop yieldsEven today,agriculture is characterized by time-intensive,human-controlled processes.In certain cases,the use of highly specialized and expensive machinery is

78、 required to accommodate modern farming techniques.Drones have the potential to transform agricultural operations with a range of applications that not only enhance productivity or reduce costs but also promote sustainability.In recent years,various companies have emerged with the mission to bring t

79、he latest drone technology to the agriculture sector.Potential use cases for agri-specific drones equipped with the right technology,such as a multi-spectral camera,precision spray systems,and the related software,include crop monitoring and health assessment,precision agriculture,field mapping and

80、surveying,irrigation management,crop spraying,planting or even livestock monitoring.Strategy&|Towards green horizons10Drone-enabled agriculture could save up to 99%of CO2emissions,96%of water,and could furthermore reduce the?use?esti?i?es?signifi?antl?Dr.Cesare Battaglia,Partner at PwCStrategy&|Towa

81、rds green horizons11It is estimated that 300,000 drones are being deployed in the agriculture sector today,across more than 100 countries globally.12 A model by Strategy&and PwC,estimating the impact of drones in agriculture for the European Union,concludes that drones could reduce the annual ser?i?

82、e?sts?m?are?t?tra?t?rs?he?m?el?urther?fin?s?that?ur?e?ul?save 33.5k t of pesticides,150bn l of water,and 32mn t of CO2 emissions annually by wider adoption of drones in agriculture.13Environment friendlyUAV-enabled agriculture operations could save up to 98%of water?nsum?ti?n?an?signifi?antl?re?u?e?

83、usage?hemi?als?an?pesticides.It furthermore reduces CO2 emissions by up to 99%compared to traditional machines and tractors.14?m?are?t?tra?iti?nal?a?a?r?r?nes?in?agri?ulture?ul?re?u?e?the?re?uire?manual?la?r?u?t?hile?signifi?antl?improving crop quality and yield rates.Food securityDrone optimizes fo

84、od security and farming and maximize agricultural productivity by factors.12 Source:Agriculture drone industry insight report(2023/2024)link13 Source:Strategy&analysis14 Source:Strategy&analysisMedical delivery services of drones are a true gamechanger to the health sector in Africa.They can cut cri

85、tical medicine delivery times by up to 85%and contribute to eliminating st?uts?Gabriele Capomasi,Partner at Strategy&Strategy&|Towards green horizons12Case study 2 Social impactThe worlds largest medical drone delivery service network emerged in Ghana and RwandaAccess to critical medical supplies ca

86、n be a challenge for those living in rural,hard-to-reach areas.Drones can play a key role in improving distribution systems of medical goods,especially where vast areas with limited infrastructure need to be covered in a short amount of time.A?urrent?e?am?le?the?enefits?ere?eli?er?r?nes?an?e?ser?e?i

87、n?hana?an?Rwanda.Medical deliveries via drones have been launched already in 2019 in cooperation between the two countries and US-based company Zipline.Today it has become the largest aerial logistics delivery network in the world.The project has delivered more than 14.8mn units of lifesaving medici

88、nes,vaccines,and blood products to health facilities in rural parts of the countries.It comes as no surprise that by now the medical delivery drones have become an integral part of the regional medical supply chain.For example,75%of the blood used in rural Rwanda is delivered through Zipline.The com

89、pany has since then expanded its offering also to further African countries as well as the United States and Japan.1515 Source:Think Global Health,June 2024Faster deliveryDrones show 7x the speed of traditional automobile deliveries in rural regions,reducing delivery times by 85%.This makes them lif

90、esaving technology,able to reliably reach even remote areas.Lower costHighly scalable business model,reduced wastage rates by 98%and complete elimination of stock-outs.Better availabilityCapability for quick impromptu delivery missions and 24-hour operations allow quick response times to demand surg

91、es.Strategy&|Towards green horizons13Drones are an indispensable tool in disaster management.They deliver critical first aid in the first 72 hours of a crisis when no other help is available,and infrastructure is impassable.”Aleksander Buczkowski,Director at PwCCase study 3 Governance impactDrones r

92、esponding to fire and flood emergencies are saving lives and increase resilienceThe UN Development Program(UNDP)and the UN World Food Program(UNWFP)are active in providing services for disaster management and extensively use UAVs for observation and information collection.In missions in Vietnam,Boli

93、via,Gambia,and Mozambique,UAVs are used end-to-end throughout the disaster management ecosystem.They provide real-time situational awareness and support through:16 Critical data gathering by leveraging aerial imagery Disaster forecasting Creation of fast,accurate and evidence-based damage reports Fo

94、r instance,when flying at a low altitude,drones can collect disaster-related information,e.g.,detect flood plains or wildfires,which can be used for disaster modeling and forecasting.Drones can also assist in search and rescue missions,within first aid delivery,and can survey temporary shelters and

95、evacuation points with the ability of aerial imagery to indicate the status of temporary shelters.Disaster modeling and forecastingDrones open new possibilities in disaster management activities with hazard mapping,modeling,and forecasting as well as creating disaster preparedness profiles in high-r

96、isk areas.17 Search and rescueDrones are rapidly deployable tools that could cover large areas.Mounted with infrared cameras they save critical time and improve search and rescue mission outcomes.First aid deliveryDrones could deliver critical first aid within the first 72 hours of a crisis,when dam

97、aged infrastructure or flooding sometimes makes roads impassable.18 16 Source:UNDP Vietnam program link17 Source:UN World Food program link18 Source:UN World Food program linkStrategy&|Towards green horizons14202520352045 8mn 1,200mn 4,500mn+65%CAGR+14%CAGREXHIBIT 5Estimated volume of B2C drone deli

98、veries global?eli?eries?r?nes?are?e?e?te?t?a?e?signifi?ant?gr?th?until?Source:PwCs Global Centre of Excellence in Drone and Satellite TechnologyCase study 4 GHG emissions impact?transport in B2C delivery?na?le?ele?tri?an?h?ri?ele?tri?r?ulsi?n?aut?n?m?an?s?histi?ate?air?tra?fi?management?s?stems?A?ha

99、?e?the?tential?t?signifi?antl?trans?rm?the?trans?rtati?n?and logistics sector.They have the potential to enhance mobility,reduce congestion,lower emissi?ns?re?u?e?n?ise?an?lluti?n?an?im?r?e?the?erall?e?fi?ien?trans?rtati?n?networks.A tangible and real-life example is the replacement of legacy means

100、of transport,such as?iesel?tru?s?r?nes?ithin?retail?an?l?gisti?s?As?anal?e?in?a?stu?s?l?al?Centre of Excellence in Drone and Satellite Technology,an exponential increase in B2C deliveries by drones is expected by 2034 and beyond(see Exhibit 5).1919 Source:2024 PwC Report link.The model forecasts the

101、 number of B2C drone deliveries and uses technical and emissions data to estimate the?t?tal?ight?lengths?r?nes?an?thus?the?re?u?e?emissi?ns?m?are?t?lega?means?trans?rt?Fuel productionFuel consumptionBattery production01002003004005006007008009001,000Electric cargo bicycleSmall electric vanSmall dies

102、el vanMedium-duty e-truckMedium-duty diesel truckQuad-copter drone-98%EXHIBIT 6Average lifecycle GHG emissions per km g CO2/kmQuad-copter drones have 98%lower GHG emissions per kilometer compared to medium-duty diesel and electric trucks and vans1?ua?ter?r?nes?are?a?t?e?r?nes?that?ha?e?ur?r?t?rs?an?

103、are?relati?el?sim?le?t?r?gram?r?aut?n?m?us?ight?st?mmer?ial?ua?ters?t?a?ha?e?a?l?a?s?u?t?g?first?mmer?ial?t?ters?u?t?gSource:Kreier,F.2022.Drones bearing parcels deliver big carbon savings linkStrategy&|Towards green horizons15?atest?resear?h?i?entifie?that?ie?e?er?their?entire?li?e?le?r?nes?er?sign

104、ifi?ant?potential for reducing GHG emissions compared to legacy means of transport such as diesel trucks.20 The use of drones as an alternative to diesel trucks leads to a saving of 98%of GHG emissions per kilometer.Furthermore,drones have smaller GHG emissions per kilometer compared to all studied

105、transport types including electric and diesel trucks,vans,or e-bikes.This also considers the factor that trucks are usually loaded with several parcels at the same time,whereas drones are usually only loaded with single parcels.It is expected that most drone deliveries in B2C would occur within rura

106、l and suburban areas in the next few years since drones are still facing operational problems in urban areas(e.g.,missing landing spaces).Furthermore,B2C deliveries by drones are more suitable and?enefi?ial?in?rural?an?su?ur?an?areas?here?ar?el?a?a?ities?tru?s?r?ans?are?ten?not fully utilized and ty

107、pically have longer routes(see Exhibit 6).20 Source:Kreier,F.2022.Drones bearing parcels deliver big carbon savings linkStrategy&|Towards green horizons1620252027202920312033203520372039204120432045+42%CAGR1131922808702,3814,5516,8798,98210,74312,200EXHIBIT 7Forecasted GHG emission reductions by B2C

108、 drone deliveries 000 t CO2B2C drone deliveries are expected to reduce B2C delivery GHG emissions of 12.2mn t CO2 annually by 2045Source:Strategy&analysis?ase?n?the?in?uts?r?m?the?stu?n?r?ne?eli?eries?an?the?fin?ings?the Nature Journal,a quantitative model was developed to forecast the GHG emissions

109、 impact of drone adoption on global transportation and logistics.B2C cargo volume delivery?re?asts?a?erage?ight?lengths?an?emissi?ns?er?ehi?le?t?e?ere?m?ine?ith?data on substitution rates and consumer behavior in the model.Results of the analysis show that the expected utilization of drones in B2C d

110、elivery could contribute to a reduction of up to 12.2mn tons of CO2 annually by 2045,with two-digit annual growth rates and a CAGR of+42%.This is comparable to more than 12mn car drives from?uni?h?t?is?n?r?rres?n?s?t?gl?al?air?se?t?r?emissi?ns?in?n?finan?ial?terms,assuming a price of CO2?ertifi?ates

111、?er?t?n?the?2 savings are e?ui?alent?t?a?n?rth?2?ertifi?ates?annuall?r?n?in?t?tal?ut?t?21Increasing and accelerated adoption of drones in B2C cargo deliveries would not only have signifi?ant?en?ir?nmental?enefits?ut?als?ul?lea?t?ia?le?finan?ial?usiness?m?els(see Exhibit 7).21 Source:Strategy&analysi

112、sStrategy&|Towards green horizons17KEY RECOMMENDATIONS1Governments and institutionsFurther invest and support“playing field”UAS solutions to improve public acceptance and accelerate adoptionsSuccessful UAS business models are not only economically viable but also sustainable:The noise and pollution

113、reduction in transportation,gains in agriculture efficiency and time,and effectiveness improvements in the health sector could increase the public acceptance of UAS and their operations.Investing in early adoption of ESG positive UAS solutions could lead to further improvements in public acceptance.

114、2OEMs and investors Further level up the communications strategy and market the impact of UAS across all ESG dimensionsPositive impact on ESG is visible among multiple dimensions and marketing and communication strategies should reflect the manifold ESG benefits of UAS solutions beyond the pictures

115、of green transportation.Discussing the health,security,resilience,and social benefits of UAS applications in the public could be a gamechanger and contribute to faster adoption of solutions by convincing users,investors,regulators,and consumers.3Operators and infrastructure providersContinue to cont

116、ribute to achieving carbon emission targets with adoption of UAS solutions beyond the transportation sectorUp to 12mn t CO2 emissions could be saved in the transportation sector alone by the fast adoption of UAS systems for cargo delivery.Also,e.g.,in the agriculture sector drones could reduce CO2 e

117、missions by up to 99%.Thus,investing in UAS business models,required infrastructures or regulation could be a major contribution to global CO2 emissions Stay up to date Sign up here to receive the latest Strategy&thought leadership and industry trends?All?rights?reser?e?re?ers?t?the?net?r?an?r?ne?r?

118、m?re?its?mem?er?firms?ea?h?hi?h?is?a?se?arate?legal?entit?Please see for further details.Mentions of Strategy&refer to the global team of practical strategists that is integrated?ithinthe?net?r?firms?F?r?m?re?a?ut?trateg?see?strateg?an?m?re?r?u?ti?n?is?ermitte?in?h?le?r?art?ith?ut?written permission

119、 of PwC.Disclaimer:This content is for general purposes only,and should not be used as a substitute for consultation with professional advisors.Strategy&Strategy&is a global strategy consulting business uniquely positioned to help deliver?ur?est?uture?ne?that?is?uilt?n?i?erentiati?n?r?m?the?insi?e?ut?an?tail?re?e?a?tl?t?u?As?art?e?er?a?e?re?uil?ing?the?inning?s?stems?that?are?at the heart of growth.We combine our powerful foresight with this tangible know-how,technology,and scale to help you create a better,more transformative strategy from day one.As?the?nl?at?s?ale?strateg?usines