UAV updates
Photo: Archer Aviation
Is it possible that we have already oversold the potential — or at least the timing — for when we expect operational electrical vertical take-off and landing (eVTOL) air taxis? United, Delta, Southwest, and other airlines seem intent on being part of the coming air taxi game, but locking up future potential without anything delivered could be risky.
Now, this eVTOL stuff is not cheap, and it does not come quickly—it takes a massive amount of investment and effort to create a new mode of air transport, especially if it could be wholly or even partially autonomous. Most eVTOL outfits have decided to launch initially with a piloted option, leaving autonomy for later.
The initial stages of the development process involve reviewing the designs, followed by vetting and selecting subcontractors. A strategic plan is then established to develop a few operational prototypes. Alongside this, a firm strategy must be created to ensure compliance with agency regulations, resulting in the demonstration of proof of concept.
The process could be accelerated with a piloted airframe derived from a proven baseline, but eVTOLs are a new concept. Although partially derived from UAVs, eVTOLs differ significantly from existing aircraft. UAVs are not big enough to carry passengers and have not received approval to transport people. True, the automation angle has taken significant steps forward in recent years, but certifying that these systems will always operate correctly, without minimal chance of failure while flying over city centers and over many, many people – well, that’s another coat of many colors! Let’s just say these are BIG STEPS to initiate a new form of air transportation.
Nevertheless, despite the excitement and seemingly optimistic timelines for achieving FAA or other regulatory approval for fully operational eVTOL aircraft capable of safely transporting passengers, most major airlines have already committed to significant purchases and investments in this technology.
United Airlines conditionally committed to buy 200 Archer Aviation Midnight eVTOL aircraft for $1 billion in early 2021, added an option of $500 million for another 100, and recently took more partial ownership when Archer pursued a public listing through a merger with Special Acquisition Company (SPAC) Atlas Crest Investment Corp.
Archer has been moving its aspirations in several other directions while it works closely with the FAA to achieve certification of the Midnight eVTOL. Notably, the company has been granted a Part 135 Air Carrier and Operation certification by the FAA, which allows Archer to operate a for-profit airline with not only the Midnight eVTOL but also existing commercial aircraft, presumably including helicopters. Using other aircraft in the interim could allow Archer to prove out routes before having operational eVTOLs available and generate revenue. United and Archer have already selected at least one initial route in Chicago, from the city center to O’Hare airport.
Archer has also been busy signing up partners in Korea. Demonstrations are planned for Q4 2024 and in Abu Dhabi, Dubai, and other locations across the UAE. The forecasting service will start in late 2025.
Back in the U.S., Southwest Airlines — another Archer investor — is also working with the company on the West Coast to develop routes around population centers in California. Archer has signed up with a local developer to establish Vertiports, locations with suitable ground access for passengers, landing/take-off and rapid charging facilities for eVTOL aircraft and existing helicopters. Southwest plans to install these stations at five locations: South San Francisco, Napa, San Jose, Oakland, and Livermore.
Another agreement with Signature Aviation is designed to provide Archer with access to general aviation terminals and electrical supply for eVTOL operations in New York, Los Angeles, San Francisco Bay Area, and Texas, including United Airline hubs at Newark International (EWR) and Chicago O’Hare (ORD) Airports, as soon as the end of 2025, almost the exact date that United expects to start eVTOL passenger ferry services to and from O’Hare.
Stellantis has also invested around $150 million in Archer, plus another $55 million in June 2024, as the two work on establishing a high-volume 350,000 sq ft eVTOL manufacturing facility in Georgia. A new agreement between the two companies brings additional investment, intended to take the facility to a yearly build output of 650 eVTOLs.
Photo: Joby Aviation
Unlike United, Delta Airlines and Joby Aviation aim for door-to-door service, intending to pick up passengers at their own homes and bring them directly to Delta at the airport. With fewer, larger propellers, Joby claims a top speed of 200 mph, compared to Midnight’s 150 mph. Apparently, both Midnight and the Joby eVTOL have a passenger capacity of one pilot plus four passengers.
Another significant June 2023 investment in…