Tomorrow - ein McKinsey Podcast Don’t miss the bus: Wie sich der europäische Busmarkt neu erfindet
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Jan 22, 2026 Lena Bell, a McKinsey expert in urban mobility, joins the discussion on the rapidly evolving European bus market. She highlights the shift towards electrification and emissions-free buses amid rising competition from Chinese manufacturers. The conversation delves into new vehicle forms like robo-shuttles, autonomous buses, and how city policies are reshaping bus demand. Lena emphasizes the importance of service solutions and strategic partnerships in navigating these changes, ensuring the bus market adapts to growing urban mobility needs.
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Urban Bus Demand Is Rising
- Urban bus demand is rising as private car use declines and micromobility grows.
- Higher car costs and city policies will push more people to buses by 2035.
E-Bus Transition Is Already Material
- The transition to emission-free e-buses is already underway and driven by public organizations' targets.
- Chinese OEMs already capture a meaningful share of the e-bus market in Europe.
Chinese OEMs Pressure Prices
- Chinese OEMs compete primarily on a much lower price point and battery advantages.
- This price pressure forces European suppliers to rethink cost and value propositions.