To meet customers’ needs for safe, efficient, affordable transportation, mobility players are tapping into clean tech and digital solutions.
How we move
Megatrends are forming a clean, connected domain around how we move
The way we move goods and people around cities, nations and the planet depends on enterprises in many sectors. Consider the array of businesses involved in supplying cars: mining companies, parts makers, auto OEMs, logistics companies, banks. Although these enterprises work together, they largely specialise in segments of the automotive value chain.
Now, megatrends like AI adoption and climate change are pushing companies that serve road, rail, air and sea transport to redevelop their value chains. Non-industry players, like tech companies, await them as potential competitors—or collaborators—in this new world. As these efforts fundamentally reconfigure traditional sectors, a domain of growth is forming around how people and goods move. The range of activities and businesses involved in the Move domain extends well beyond the scope of any single industry. In a baseline scenario for economic growth, we project that the Move domain will contribute $5.86 trillion to global GDP in 2035.
Driving Dutch innovation and impact
The Move domain is at the heart of transformation in the Netherlands, shaping the way goods and people move across cities, regions, and borders. With a strong foundation in logistics, automotive, and transportation, Dutch businesses are uniquely positioned to lead the charge in reinventing mobility. From the global gateway of the Port of Rotterdam to the advanced infrastructure of Schiphol Airport, our nation’s economy thrives on smart, efficient movement.
As electrification accelerates, Dutch manufacturers in heavy-duty vehicles, cycling subsectors and luxury yachts are rising to the challenge. They are reimagining their operations to align with sustainability goals while pioneering innovation in business models and technology. Whether it's transitioning to clean tech or building the future of mobility, the Netherlands remains a fertile ground for progress and collaboration.
"Mobility is evolving - clean tech, digital innovation, and ecosystem integration are reshaping how we move. Megatrends like AI adoption are pushing value chains redevelopment, with tech companies emerging as potential competitors or collaborators. We empower you to transform and build cross-domain partnerships to create a more connected future.”
Capturing the value in the decade ahead
Businesses that grasp the full potential of the Move domain will have the edge in 2035.
The extent of that growth will depend on how megatrends play out.
To obtain a quantitative picture of what the Move domain might look like in 2035, we modelled the potential global economic impact of two of the most pressing megatrends: technological disruption (specifically disruption from AI) and climate change. The result is three divergent scenarios, corresponding to a range of outcomes, from a low of $5.83 trillion to a high of $6.41 trillion.
Sizing the Move opportunity
The nature and scale of the new business opportunities that emerge in the Move domain will depend on how AI adoption and climate action progress. Your strategy should account for a range of possible outcomes. Three scenarios can help leaders in the Move domain consider what the future might bring.
Trust-Based Transformation
Global alignment | Responsible Tech | Sustainable Solutions
Pro-environment regulations and incentives accelerate the transition to EVs, and companies along the value chain optimise the productivity of assets and materials through circular design. Public and private investment flows into transportation infrastructure. Autonomous systems improve with advances in AI, 5G and sensor technology—leading to greater road safety, reduced congestion and lower CO2 emissions. Shared mobility, which increases as private vehicle ownership declines, yields further environmental benefits.
Who succeeds?
Mobility-as-a-service (MaaS) providers—pioneers in scaling up global mobility networks—emerge as champions of the Move domain, integrating public transit, ride-sharing services, micromobility networks and autonomous vehicles into unified multimodal systems. A global shipping company embraces the use of zero-emissions propulsion, sharply reducing the environmental impact of its logistics activities.
Tense Transition
Regional alignment | Fragmented Tech | Subscale sustainability
Resource scarcity and lagging development of charging infrastructure blunt consumer demand for EVs. Regional disparities in public spending, technological advancement and climate impacts create an opening for highly localised mobility solutions. Regulators take a cautious approach to AI, enacting protectionist measures that stifle autonomous vehicle innovation.
Who succeeds?
Responding to demand for internal combustion engine (ICE) vehicles, a manufacturer develops inexpensive models that can be maintained easily thanks to AI-enhanced predictive technology. A logistics company rescales its shipping operations into regional networks that can better accommodate diverging approaches to regulation, standard-setting and infrastructure investment.
Turbulent Times
Atomised interests | Disruptive and divisive tech | Suspended sustainability
Waning public investment degrades transit systems, which boosts demand for individual mobility solutions and puts added pressure on road infrastructure. Export controls and tariffs on critical minerals for EVs, batteries and renewables block access in countries without domestic supplies, impeding e-mobility. Semiconductor shortages make autonomous driving technology more expensive.
Who succeeds?
The world's biggest car and truck makers produce ever more efficient ICEs while innovating biofuels and other alternative fuels. An AV company develops solutions exclusively for wealthy passengers with the highest standards for privacy, convenience and comfort.
Learn more about the three divergent tomorrows
To reinvent for multiple tomorrows, take action today
The process of reinvention needs to start now, with a focus on priorities that respond to the reconfiguration that’s already underway. This means driving hard towards a set of innovation imperatives, securing competitive advantages in areas such as technology and trust, and turning obstacles such as climate threats into enablers of growth.
How to win in the Move domain
Explore all new domains
Select from the nine domains below to learn how they are forming, the size of the opportunity and how to seize the value in motion.
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