NEWS: 公告在东京证券交易所JASDAQ标准市场新上市

表纸
市场调查报告书

北美电力卡车的TCO (总持有成本) 分析、案例:2017-2030年

TCO Analysis and Case for Electric Trucks in North America, 2017-2030

出版商 Frost & Sullivan 商品编码 797400
出版日期 内容资讯 英文 93 Pages
商品交期: 最快1-2个工作天内
价格
北美电力卡车的TCO (总持有成本) 分析、案例:2017-2030年 TCO Analysis and Case for Electric Trucks in North America, 2017-2030
出版日期: 2019年02月19日内容资讯: 英文 93 Pages
简介

本报告提供北美电力卡车的TCO (总持有成本) 相关资料,4个市场区隔 (都市区送货用卡车,远距卡车,垃圾收集车,码头曳引机/码头卡车) 分析,各市场区隔的柴油及全电动式卡车的租赁,维修及燃料供给或充电成本分析,燃料经济性,电池价格,柴油成本,行车距离,及节能效率等。

第1章 摘要整理

第2章 调查范围、目的、背景、手法

第3章 营业成本的明细:柴油、电池、充电的预测

  • 营业成本的明细:前提条件
  • 每1加仑的柴油成本:预测
  • 每1kWh的电池价格:预测
  • 每1kWh的充电成本:尖峰时段、离峰时段

第4章 都市区的送货用卡车

  • 车辆的特征
  • 卡车的残余金额:柴油/电力
  • 燃料经济性
  • 燃料效率、范围、电池容量
  • 柴油、电力卡车的价格
  • 充电成本:前提条件
  • 每1kWh的充电成本
  • 每1英里的租赁成本:柴油、电力卡车
  • 每1英里的维修成本:柴油、电力卡车
  • 每1英里的燃料供给/充电成本:柴油、电力卡车
  • 都市区发送用卡车的损益分歧点:柴油、电力发送用卡车
  • 4年的TCO比较
  • 送货用卡车每1英里的TCO比较:柴油、电力

第5章 远距卡车

  • 车辆的特征
  • 远距卡车的残余金额:柴油/电力
  • 燃料经济性
  • 燃料效率、范围、电池容量
  • 柴油、电力卡车的价格
  • 充电成本:前提条件
  • 每1kWh的充电成本
  • 每1英里的租赁成本:柴油、电力卡车
  • 每1英里的维修成本:柴油、电力卡车
  • 每1英里的燃料供给/充电成本:柴油、电力卡车
  • 损益分歧点:远距卡车
  • 4年的TCO比较
  • 远距卡车每1英里的TCO比较:柴油/电力

第6章 垃圾收集车

  • 车辆的特征
  • 垃圾收集车的残余金额:柴油/电力
  • 燃料经济性
  • 燃料效率、范围、电池容量
  • 柴油、电力卡车的价格
  • 充电成本:前提条件
  • 每1kWh的充电成本
  • 每1英里的租赁成本:柴油、电力卡车
  • 每1英里的维修成本:柴油、电力卡车
  • 每1英里的燃料供给/充电成本:柴油、电力卡车
  • 损益分歧点:垃圾收集车
  • 4年的TCO比较
  • 垃圾收集车每1英里的TCO比较:柴油/电力

第7章 码头卡车

  • 车辆的特征
  • 码头卡车的残余金额:柴油/电力
  • 燃料经济性
  • 燃料效率、范围、电池容量
  • 柴油、电力卡车的价格
  • 充电成本:前提条件
  • 每1kWh的充电成本
  • 每1英里的租赁成本:柴油、电力卡车
  • 每1英里的维修成本:柴油、电力卡车
  • 每1英里的燃料供给/充电成本:柴油、电力卡车
  • 损益分歧点:码头卡车
  • 4年的TCO比较
  • 码头卡车每1英里的TCO比较:柴油/电力

第8章 成长机会

  • 成长机会
  • 策略必要事项

第9章 结论

第10章 附录

目录
Product Code: K265-18

Stringent Emission Regulations, Falling Battery Prices, and Lower Maintenance Costs to Drive Electrification in the Trucking Industry

This Frost & Sullivan research indicates that the trucking industries in North America and Europe are increasingly facing a shortage of skilled drivers and there are concerns regarding the economic outlook and operating margins. The total cost of ownership (TCO), downtime reduction, regulation compliance, driver shortage, and equipment utilisation are emerging as decisive factors in the adoption of advanced truck technologies by fleet managers. Owing to a likely tightening of emission regulations in various regions, fleets will look to adopt fuel-efficient technologies that deliver value-added benefits such as safety and increased life. Alternative powertrains are also entering the commercial trucking space, even though fleets are apprehensive of the potential and feasibility of electrification in the truck industry due to the high prices. However, falling battery prices and growing consumer awareness are expected to encourage electrification in the industry.

Incumbents such as Nikola and Tesla have disrupted the trucking industry by announcing a slew of products in the electric truck segment, while traditional truck manufacturers have been slow to promote electrification as a viable alternative to diesel. Apart from Tesla and Nikola, players such as Orange EV and Wrightspeed too have shown potential in the vocational truck segments.

Research Highlights:

The study analyses the operational costs of trucking in four different segments - urban delivery, long haul, refuse trucks, and terminal tractors/yard trucks. The models employed in the study compare the lease, maintenance, and refueling or charging costs between the diesel and fully electric variants in each of the segments. The total costs of operation are assessed for the first four years of the lifecycle. Fuel economy, battery prices, diesel costs, range, and energy efficiency of batteries are a few of the factors that are evaluated and forecast for different truck applications. After comparing the costs and the cost per mile of diesel and electric trucks, the study revealed that the electric variant of refuse trucks cost much less to operate than their diesel trucks. Among electric trucks in the other segments, yard and urban delivery trucks achieved parity in cost per mile in the short to medium term. Long haul trucks are expected to adopt electrification slower than other segments as parity is expected to be achieved only by 2027/2028. The lower operational costs of electric trucks will boost electrification in the North American medium and heavy duty segments by 2025.

As GHG emission mandates become more stringent and companies look to provide cleaner trucks, electrification will gain popularity. Falling battery prices, rapid technology developments in electrification, and huge market potential will attract new technology players and startups to the electric commercial vehicle space, while traditional truck manufacturers will be compelled to add electric vehicles to their product portfolios.

Table of Contents

1. EXECUTIVE SUMMARY

  • Executive Summary-Driving Factors
  • Executive Summary-Declining Battery Costs
  • Executive Summary-Electric Truck Portfolio of Key OEMs
  • Executive Summary-Comparison of Breakeven Points

2. RESEARCH SCOPE, OBJECTIVES, BACKGROUND, AND METHODOLOGY

  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study Will Answer
  • Research Background
  • Research Methodology

3. COSTS OF OPERATION BREAKDOWN-FORECASTS OF DIESEL, BATTERY, AND CHARGING

  • Costs of Operation-Breakdown and Assumptions
  • Diesel Cost Per Gallon-Forecast Until 2030
  • Battery Price Per kWh-Forecast Until 2030
  • Peak and Off-peak Charging Costs per kWh

4. URBAN DELIVERY TRUCKS

  • Vehicle Attributes-Urban Delivery Trucks
  • Residual Vales for Diesel and Electric Trucks
  • Fuel Economy
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Urban Delivery Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Delivery Trucks
  • Diesel and Electric Urban Delivery Trucks-Comparison of TCO Per Mile

5. LONG-HAUL TRUCKS

  • Vehicle Attributes-Long Haul Trucks
  • Residual Vales for Diesel and Electric Long Haul Trucks
  • Fuel Economy (mpg)
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Long Haul Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Long Haul Trucks
  • Diesel and Electric Long Haul Trucks-Comparison of TCO Per Mile

6. REFUSE TRUCKS

  • Vehicle Attributes-Refuse Trucks
  • Residual Vales for Diesel and Electric Refuse Trucks
  • Fuel Economy
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Refuse Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Refuse Trucks
  • Diesel and Electric Refuse Trucks-Comparison of TCO Per Mile

7. YARD TRUCKS

  • Vehicle Attributes-Yard Trucks
  • Residual Vales for Diesel and Electric Yard Trucks
  • Fuel Economy
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Yard Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Yard Trucks
  • Diesel and Electric Yard Trucks-Comparison of TCO Per Mile

8. GROWTH OPPORTUNITIES

  • Growth Opportunity
  • Strategic Imperatives for Commercial Vehicle Market

9. CONCLUSIONS

  • The Last Word-3 Big Predictions
  • Legal Disclaimer

10. APPENDIX

  • Acronyms Used
  • Market Engineering Methodology
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)