表纸
市场调查报告书

电动卡车市场2021-2041

Electric Truck Markets 2021-2041

出版商 IDTechEx Ltd. 商品编码 969589
出版日期 内容资讯 英文 322 Slides
商品交期: 最快1-2个工作天内
价格
电动卡车市场2021-2041 Electric Truck Markets 2021-2041
出版日期: 2020年11月10日内容资讯: 英文 322 Slides
简介

标题
电动卡车市场2021-2041
中型和重型BEV,PHEV和FCEV电动卡车市场分析;分地区的详细Covid-19调整后的销售,电池需求和市场价值预测;锂离子和电动机技术。

到2041年,中型和重型电动卡车市场将达到2030亿美元。

尽管中型和重型卡车仅占全球车辆存量的9%,但大型柴油卡车发动机加上年均高行驶里程意味著,卡车行业贡献了交通部门温室气体排放量的39%,相当于全球化石燃料产生的二氧化碳排放量约占5%。正是这种对排放的不成比例的贡献使卡车成为政府的目标。如果国际社会要实现其减少温室气体排放和限制气候变化影响的目标,那么很明显,卡车行业的快速脱碳必将成为当务之急。因此,对化石燃料驱动的内燃机的日子进行了编号。世界各国政府认识到潜在的不受气候变化影响的灾难性后果,以及目睹城市环境中汽车尾气污染物排放对人体健康的有害影响,正在采取决定性的行动,这将在未来几十年内,推动汽车制造商将道路尾气排放动力总成解决方案归零。

《电动卡车市场2021-2041》报告旨在帮助整个汽车价值链计划中的企业为这个发展中市场的未来做好计划。该报告为电池电动,插电式混合动力和燃料电池电动卡车提供了总计72条COVID-19调整后的预测线。这些预测描述了卡车销售,市场渗透率,电池需求和市场价值的20年展望,并分别对中型和重型卡车市场进行了预测。除了全球预报外,还提供了针对中国,美国,欧洲和世界遗产地的区域预报。该报告涵盖了电池和燃料电池卡车市场的当前状况,并详细介绍了行业主要参与者正在从事的电池电动和燃料电池卡车项目。涵盖了电动卡车市场的发展,包括燃料电池应用和电动混合动力,以及对电动卡车部署的关键使能技术(如电池,电动机和充电基础设施)的讨论。

IDTechEx电动卡车市场2021-2041预测细分:

  • 按卡车重量:具有单独的中型和重型预测
  • 通过技术:电池电动,插电式混合动力和燃料电池电动卡车。
  • 按地理位置划分:美国,中国,欧洲(EU + EFTA + UK)和RoW以及全球总预测。
  • 20年前景:销售,市场渗透率(%),市场收入($)和电池需求(GWh)

车辆电气化提供了一种解决方案,可有效消除道路上的废气排放并将脱碳压力传递给发电。包括特斯拉,戴姆勒,大众和沃尔沃在内的大多数制造商都在全电动卡车上进行大量投资,而少数汽车制造商丰田,现代和尼古拉则选择将重点放在燃料电池电动汽车上,这是未来的大雨。尽管氢作为燃料的效率存在问题,但FCEV仍是人们一直在讨论的一种用于长途卡车运输的技术,该技术需要更大的续航里程,尽管该技术的可行性取决于廉价的低碳氢的生产。中国制造商开始利用其在电动客车和电池生产方面的经验,开始生产电动卡车。鉴于中国政府对整个电动汽车行业的大力支持,很可能在不久的将来这将是电动卡车最重要的部署。

零排放的中型和重型卡车,
技术和生产状况

             资料来源:IDTechEx电动卡车市场2021-2041,IEA

在短期到中期,将有必要以补贴和税收减免的形式提供一系列电动卡车财政激励措施,以抵消购买电动卡车所需的大量初始资本投资。但是,在接下来的十年中,随著排放法规的严格化,柴油卡车制造商必须安装价格日益昂贵的排放控制设备,从而提高了柴油卡车的成本,而电动卡车的成本由于电池价格下降和节省成本的规模经济而下降。在电气部件和车辆制造方面,TCO平衡越来越多地转向电动卡车。到2020年代末,随著电动卡车的量产,卡车的整个生命周期中的节油和维护费用将抵消初始资本投资的差异。

世界上越来越多的城市和国家都希望完全淘汰道路上的柴油和汽油车辆。一旦证明了该技术的成本效益和能够提供所需的日常工作周期的能力,卡车车队,尤其是在城市环境中运行的车队,可能会实现电气化。

从IDTechEx进行分析访问

所有报告购买都包括长达30分钟的电话通话时间,该电话与一位专家分析师联系,他将帮助您将报告中的关键发现与我要解决的业务联系起来。需要在购买报告后的三个月内使用。

目录

1。执行摘要

  • 1.1。电动卡车:驾驶员和障碍
  • 1.2。公路货运市场
  • 1.3。全球二氧化碳排放量:中型和重型卡车
  • 1.4。零排放中型和重型卡车的范围
  • 1.5。重型:BEV或燃料电池?
  • 1.6。卡车和Covid-19
  • 1.7。电动卡车和Covid-19
  • 1.8。关键的全球前投外卖
  • 1.9。区域主要预测要点
  • 1.10。2017-2041年MD和HD卡车市场渗透率
  • 1.11。2017-2041年MD和HD卡车销量(BEV,PHEV,FCEV)
  • 1.12。2017-2041年电动MD和HD卡车电池需求(GWh)
  • 1.13。eM&HDT分地区销售额(单位:000s)
  • 1.14。2017-2041年电动MD和HD卡车市场价值(十亿美元)
  • 1.15。评论

2。简介

  • 2.1。电动车条款
  • 2.2。电动汽车:基本原理
  • 2.3。电动汽车:典型规格
  • 2.4。大众公路卡车的类型
  • 2.5。难以定义的类别
  • 2.6。陆路货物运输的不同部分
  • 2.7。卡车分类
  • 2.8。卡车类型
  • 2.9 。卡车车轴布局说明
  • 2.10。核心驱动力:气候变化
  • 2.11。全球二氧化碳排放量:中型和重型卡车
  • 2.12。欧盟公路运输产生的二氧化碳排放量
  • 2.13。卡车行业的温室气体排放
  • 2.14。城市空气质量
  • 2.15。化石燃料禁令(城市)
  • 2.16。化石燃料禁令:解释
  • 2.17。官方或立法的化石燃料禁令(国家)
  • 2.18。非官方,起草或拟议的化石燃料禁令(国家)
  • 2.19。全球货运运输业
  • 2.20。公路货运市场
  • 2.21。预计全球公路货运活动将增加
  • 2.22。电子商务的兴起:货运需求增加
  • 2.23。新卡车的燃油/排放法规
  • 2.24。新卡车的燃油/CO2排放离子法规
  • 2.25。2018年12月:欧盟同意将卡车的二氧化碳排放量减少30%
  • 2.26。新卡车的排放法规-其他污染物
  • 2.27。节油技术领域
  • 2.28。零排放卡车(或接近零排放)的兴起
  • 2.29。欧盟为抵消动力总成额外重量而采取的举措

3。欧洲的中型和重型卡车

  • 3.1。总览
    • 3.1.1。欧洲主要卡车品牌
    • 3.1.2。欧盟中型和重型卡车销售
    • 3.1.3。货运业-欧洲
  • 3.2。欧洲eTruck玩家
    • 3.2.1。电动卡车:MAN(大众集团)
    • 3.2.2。电动卡车:斯堪尼亚(大众集团)
    • 3.2.3。斯堪尼亚与Northvolt合作
    • 3.2.4。电动卡车:沃尔沃
    • 3.2.5。电动卡车:RENAULT TRUCKS(VOLVO)
    • 3.2.6。雷诺卡车:电动长途运输要走几十年?
    • 3.2.7。生物燃料和替代燃料为垫脚石?
    • 3.2.8。雷诺BEV避难车在EVS 32
    • 3.2.9。电动卡车:MERCEDES(DAIMLER)
    • 3.2.10。FUSO eCanter
    • 3.2.11。戴姆勒eActros
    • 3.2.12。戴姆勒eActros "创新舰队"
    • 3.2.13。电动卡车:依维柯
    • 3.2.14。电动卡车:DAF(PACCAR)
    • 3.2.15。电动卡车:E-FORCE ONE
    • 3.2.16。电动卡车:FRAMO
    • 3.2.17。电动卡车:TERBERG
    • 3.2.18。电动卡车:到达
    • 3.2.19。电动卡车:EMOSS
    • 3.2.20。电动卡车:TEVVA

4。美国的中型和重型卡车

  • 4.1。总览
    • 4.1.1。美国主要卡车品牌
    • 4.1.2。2019年美国主要卡车品牌
    • 4.1.3。在美国的中型和重型卡车销售
    • 4.1.4。货运业-美国
    • 4.1.5。美国卡车司机的行业问题
    • 4.1.6。美国的平均卡车更换年龄
    • 4.1.7。美国卡车的替代燃料选择
    • 4.1.8。在美国的卡车运输成本
    • 4.1.9。2000年9月至2020年9月美国公路用柴油平均价格
    • 4.1.10。美国卡车司机的运行成本
    • 4.1.11。在美国没有人愿意当卡车司机
    • 4.1.12。解决方案:电动,自动驾驶卡车?
    • 4.1.13。加利福尼亚州的先进清洁卡车法规
    • 4.1.14。CARB优惠券激励项目
  • 4.2。美国eTruck玩家
    • 4.2.1。电动卡车:FREIGHTLINER(DAIMLER) < li> 4.2.2。电动卡车:PETERBILT(PACCAR)
    • 4.2.3。电动卡车:沃尔沃
    • 4.2.4。电动卡车:MACK(VOLVO)
    • 4.2.5。电动卡车:国际(NAVISTAR)
    • 4.2.6。电动卡车:TESLA
    • 4.2.7。电动卡车:XOS卡车
    • 4.2.8。电动卡车:ALKANE
    • 4.2.9。电动卡车:狮电
    • 4.2.10。电动卡车:康明斯
    • 4.2.11。电动卡车:WRIGHTSPEED
    • 4.2.12。电动卡车:零卡车
    • 4.2.13。电动卡车:CHANJE
    • 4.2.14。电动卡车:EDI
    • 4.2.15。Motiv Power Systems-中型卡车
    • 4.2.16。电动卡车:ORANGE EV
    • 4.2.17。TransPower-重型8级卡车
    • 4.2.18。电动卡车:TransPower
    • 4 .2.19。电动卡车:闪电系统
    • 4.2.20。里维安/亚马逊电动送货车

5。中国的中重型卡车

  • 5.1。总览
    • 5.1.1。中国主要卡车品牌
    • 5.1.2。我dium和重型卡车的销量在中国
    • 5.1.3。全球货运业-中国
    • 5.1.4。货运业-中国
    • 5.1.5。中国卡车发动机供应商关系
    • 5.1.6。中国卡车合资企业
    • 5.1.7。中国卡车细分市场
    • 5.1.8。中国商用车总销量
  • 5.2。中国电子卡车玩家
    • 5.2.1。电动卡车:一汽解放
    • 5.2.2。电动卡车:东风
    • 5.2.3。电动卡车:SINOTRUCK CDW
    • 5.2.4。电动卡车:SHACMAN
    • 5.2.5。电动卡车:FOTON
    • 5.2.6。电动卡车:江淮汽车
    • 5.2.7。电动卡车:DAYUN
    • 5.2.8。电动卡车:吉利
    • 5.2.9 。电动卡车:比亚迪
    • 5.2.10。电动卡车:CHTC楚风

6。中型和重型卡车:ROW

  • 6.1.1。日本主要卡车品牌
  • 6.1.2。日本卡车制造商的市场份额
  • 6.1.3。日本的历史性卡车销售
  • 6.1.4。日本的卡车运输业务
  • 6.1.5。俄罗斯卡车舰队
  • 6.1.6。俄罗斯历史性卡车销售
  • 6.1.7。俄罗斯卡车制造商的市场份额
  • 6.1.8。印度历史性卡车销售
  • 6.1.9。在卡车制造商中的市场份额
  • 6.1.10。墨西哥
  • 6.1.11。电动卡车:日野汽车
  • 6.1.12。电动卡车:现代

7。TCO考虑事项

  • 7.1。电动与燃料电池卡车的优缺点
  • 7.2。电动卡车的TCO注意事项
  • 7.3。所选国家/地区各种动力总成的成本预测
  • 7.4。电动卡车降低了运营成本
  • 7.5。柴油与全电动6类卡车的TCO
  • 7.6。柴油和全电动牵引车的总拥有成本
  • 7.7。克服低排放技术的障碍
  • 7.8。更多胡萝卜,更多棍子

8。锂离子电池

  • 8.1。总览
    • 8.1.1。什么是锂离子电池?
    • 8.1.2。电池困境
    • 8.1.3。电化学定义
    • 8.1.4。锂电池家族树
    • 8.1.5。电池愿望清单
    • 8.1.6。超过一种锂离子电池
    • 8.1.7。NMC:111至811
    • 8.1.8。钴:价格波动
    • 8.1.9。阴极性能比较
    • 8.1.10。811个商业化示例
    • 8.1.11。商业阳极:石墨
    • 8.1.12。矽基阳极的承诺
    • 8.1.13。矽的现实
    • 8.1.14。矽:增量步驟
    • 8.1.15。单元格中有什么?
    • 8.1.16。惰性材料会对能量密度产生负面影响
    • 8.1.17。商业电池包装技术
    • 8.1.18。商业细胞几何的比较
    • 8.1.19。什么是NCMA?
    • 8.1.20。锂离子电池以外的锂电池
    • 8.1.21。锂离子化学快照:2020,2025,2030
  • 8.2。商用电池组播放器
    • 8.2.1。LithiumW erks:站在党外
    • 8.2.2。LithiumWerks的电池
    • 8.2.3。LithiumWerks的电池:中国制造
    • 8.2.4。Akasol逐渐成为商用电动车的主要供应商
    • 8.2.5。商用电动汽车的Akasol能源密度路线图
    • 8.2.6。Akasol的 "固态答案"
    • 8.2.7。Leclanch&eacute ;:高级电池制造商
    • 8.2.8。Forsee Power:努力脱颖而出
    • 8.2.9。Webasto扩大生产
    • 8.2.10。EnerDel公司:电池组的TRUC KS

9。充电

  • 9.1。充电方式
  • 9.2。电动汽车的MW充电困难
  • 9.3。 "超级充电器" 的出现
  • 9.4。西门子电子高速公路
  • 9.5。加利福尼亚现在有一条电力高速公路
  • 9 .6。马克展示了接触网驱动的PHEV
  • 9.7。沃尔沃的电动道路指向无电池电动汽车的未来
  • 9.8。高通-动态充电
  • 9.9。戴姆勒卡车开放商用电动汽车充电园
  • 9.10。CharIN正在制定商用电动汽车的充电标准
  • 9.11。动量动力:电动车队的大功率无线充电
  • 9.12。电动道路系统的类型
  • 9.13。电动道路系统:导电与电感
  • 9.14。电动道路系统:瑞典
  • 9.15。德国测试卡车的第一条电动高速公路
  • 9.16。电动道路系统:市场和挑战

10。电动牵引车

  • 10.1。牵引电机结构及优点比较
  • 10.2。电机效率比较
  • 10.3。磁铁价格上涨?
  • 10.4。轻型货车和卡车
  • 10.5。每辆车的电机和每辆车的kWp假设
  • 10.6。刷式直流电:LCV的市场份额很小
  • 10.7。轻型商用车和卡车马达Outlo OK

11。燃料电池

  • 11.1。质子交换膜燃料电池
  • 11.2。燃料电池效率低下和冷却方法
  • 11.3。燃料电池的挑战
  • 11.4。灰氢
  • 11.5。案例研究:氢气成本
  • 1 1.6。基础设施成本
  • 11.7。美国的燃料电池充电基础设施
  • 11.8。每英里燃油成本:FCEV,BEV,内燃
  • 11.9。如今的燃料电池和卡车
  • 11.10。电池和燃料电池卡车的主要问题
  • 11.1 1.电池与燃料电池:续驶里程
  • 11.12。氢卡车加油指南
  • 11.13。发展氢燃料基础设施
  • 11.14。尼古拉卡车:氢气基础设施
  • 11.15。代用燃料的产生-2030年与2050年的对比
  • 11.16。利用生物废物产生氢
  • 11.17。尼古拉时间表
  • 11.18。首辆尼古拉卡车将是BEV(不是燃料电池)
  • 11.19。尼古拉一号
  • 11.20。尼古拉商用卡车里程碑
  • 11.21。Nikola TWO:新型Flagsh ip燃料电池卡车
  • 11.22。尼古拉BEV垃圾车订单
  • 11.23。Nikola是 "能源技术公司" 吗?
  • 11.24。IDTechEx采访:尼古拉的未来
  • 11.25。燃料电池卡车:KENWORTH(PACCAR)
  • 11.26。燃料电池卡车:BALLARD/U PS
  • 11.27。燃料电池卡车:东风
  • 11.28。燃料电池卡车:现代
  • 11.29。燃料电池卡车:DAIMLER/VOLVO
  • 11.30。燃料电池卡车:丰田/日野
  • 11.31。阿科拉能源
  • 11.32。ULEMCo Ltd
  • 11.33。燃料电池卡车充足的规格

12。预测

  • 12.1。总览
    • 12.1.1。预测假设
    • 12.1.2。预测方法
    • 12.1.3。电池不足的假设
    • 12.1.4。2020- 2030年锂离子电池和电池组价格假设
    • 12.1.5。市场预测:2020-2041年电动中型卡车的平均电池容量(kWh)
    • 12.1.6。市场预测:2020-2041年电动重型卡车的平均电池容量(kWh)
    • 12.1.7。市场预测:2020-2041年中型和重型燃料电池电动卡车的平均电池容量(kWh)
    • 12.1.8。市场预测:2020-2041年中型和重型PHEV卡车的平均电池容量(kWh)
  • 12.2。中型和重型卡车市场预测2021-2041
    • 12.2.1。M&HDT全球销量(万辆)
    • 12.2.2。M&HDT全球销量:BEV,PHEV和FCEV(000s)
    • 12.2.3。eM&HDT分地区销售额(单位:000s)
    • 12.2.4。eM&HDT预计的M&HDT市场份额(%)
    • 12.2.5。eM&HDT电池需求预测(GWh)
    • 12.2.6。各个地区的eM&HDT电池需求预测(GWh)
    • 12.2.7。eM&HDT市场预测(十亿美元)
    • 12.2.8。按地区划分的eM&HDT市场预测(十亿美元)
    • 12.2.9。FCEV M&HDT燃料电池需求预测(MW)
  • 12.3。中型卡车市场预测2021-2041
    • 12.3.1。MDT全球销量(万辆)
    • 12.3.2。eMDT销量:BEV,PHEV和FCEV(000辆)
    • 12.3。3.按地区划分的eMDT销量(单位:000s)
    • 12.3.4。eMDT的MDT市场份额预测
    • 12.3.5。eMDT电池需求预测(GWh)
    • 12.3.6。各地区eMDT电池需求预测(GWh)
    • 12.3.7。eMDT市场预测(十亿美元) < li> 12.3.8。按地区划分的eMDT市场预测(十亿美元)
    • 12.3.9。FCEV MDT燃料电池需求预测(MW)
  • 12.4。重型卡车市场预测2021年2041年
    • 12.4.1。HDT全球销量(万辆)
    • 12 .4.2。eHDT销售:BEV,PHEV和FCEV(000辆)
    • 12.4.3。eHDT区域销售量(单位:000s)
    • 12.4.4。eHDT的HDT市场份额预测
    • 12.4.5。eHDT电池需求预测(GWh)
    • 12.4.6。各地区eHDT电池需求预测(GWh)
    • 12.4.7。eHDT市场预测(十亿美元)
    • 12.4.8。按地区划分的eHDT市场预测(十亿美元)
    • 12.4.9。FCEV HDT燃料电池需求预测(MW)
  • 12.5。区域销售预测2021-2041
    • 12.5.1。欧洲MDT销售量(单位:000s)
    • 12.5.2。欧洲HDT销售量(单位:000辆)
    • 12.5.3。美国MDT销量(单位:000 s)
    • 12.5.4。美国HDT销量(单位:000单位)
    • 12.5.5。中国MDT销售量(万台)
    • 12.5.6。中国HDT销售量(万辆)
    • 12.5.7。RoW MDT销售量(000单位)
    • 12.5.8。RoW HDT销售量(000单位)
目录

Title:
Electric Truck Markets 2021-2041
Analysis of the medium and heavy-duty BEV, PHEV & FCEV electric truck markets; detailed Covid-19 adjusted sales, battery demand and market value forecasts by region; Li-ion and electric motor technologies.

Market for medium and heavy-duty electric trucks to reach $203 billion by 2041.

Despite medium and heavy duty trucks representing only 9% of the global vehicle stock, large diesel truck engines combined with high average annual mileage mean that the truck sector contributes 39% of the transport sectors' greenhouse gas emissions, which equates to about 5% of all global fossil fuel derived CO2 emission. It is this disproportionate contribution to emissions which makes trucks a target for governments. If the global community is going to meet its targets to reduce greenhouse gas emissions and limit the impact of climate change then it is clear that a rapid decarbonisation of the truck sector must be a priority. Consequently, the days of the fossil fuel powered combustion engine are numbered. Governments around the world, recognising the potentially catastrophic repercussions of unfettered climate change and witnessing the detrimental impact on human health from vehicle exhaust pollutant emissions in urban environments, are taking decisive action, that will, in the coming decades, drive vehicle manufacturers to zero on-road exhaust emission powertrain solutions.

The Electric Truck Markets 2021-2041 report is designed to help businesses across the automotive value chain plan for the future in this developing market. The report provides a total of 72 COVID-19 adjusted forecast lines for battery electric, plug-in hybrid and fuel cell electric trucks. The forecasts describe a twenty-year outlook for truck sales, market penetration, battery demand and market value, with separate forecasts for both the medium and heavy-duty truck markets. Along with a global forecast, regional forecasts are provided for China, the US, Europe and the RoW. The report covers the current status of the battery and fuel cell truck market, with detail about battery electric and fuel cell electric truck projects being undertaken by major players in the industry. Developments in the electric truck market are covered, including fuel cell applications and electric hybridization, along with discussion of key enabling technologies for electric truck deployment such as batteries, motors and charging infrastructure.

IDTechEx Electric Truck Markets 2021-2041 forecast segmentation:

  • By truck weight: with separate medium and heavy-duty forecasts
  • By technology: battery electric, plug-in hybrid and fuel cell electric trucks.
  • By geography: The US, China, Europe (EU + EFTA+UK) and the RoW as well as a aggregate global forecast.
  • 20-year outlook: sales, market penetration (%), market revenue ($) and battery demand (GWh)

Vehicle electrification offers a solution which effectively eliminates on-road exhaust emission and passes the pressure of decarbonisation on to electricity generation. A majority of manufactures, including Tesla, Daimler, VW and Volvo are investing heavily in all-electric trucks, a smaller minority, Toyota, Hyundai, and Nikola, have chosen to focus their efforts on fuel cell EV as the powertrain of the future. Despite issues with the efficiency of hydrogen as a fuel, FCEV remains in the conversation as a technology for long haul trucking applications, where a greater range is required, though the viability of this technology is dependent on the production cheap low carbon hydrogen. Chinese manufacturers are starting to produce electric trucks, leveraging their experience in electric buses and battery production. Given the Chinese governments strong support for the entire EV industry it likely that this is where the most significant deployment of EV trucks will be seen in the near future.

Zero-emission medium and heavy-duty trucks by
technology and production status

            Source: IDTechEx Electric Truck Markets 2021-2041, IEA

In the short to medium term, a range of financial incentives for electric trucks in the form of subsidies and tax breaks will be necessary to offset the high initial capital investment required to purchase electric trucks. However, over the next decade, as tightening emission regulation forces diesel truck manufacturers to fit increasingly expensive emissions control devices, raising the cost of diesel trucks, and the cost of electric trucks decreases due to falling battery prices and economies of scale savings on the cost of electric components and vehicle manufacturing, the TCO balance increasingly swings in favour of electric trucks. By the end of the 2020s, with electric trucks produced in volume, the difference in initial capital investment will be offset by the fuel savings and maintenance over the lifetime of the truck.

An increasing number of cities and nations around the world are targeting a complete phase out of diesel and petrol fuelled vehicles on their roads. The electrification of truck fleets, especially those operating in urban environments, is likely to happen rapidly, once the cost benefit and ability of the technology to deliver the required daily duty cycles have been demonstrated.

Analyst access from IDTechEx

All report purchases include up to 30 minutes telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY

  • 1.1. Electric Trucks: Drivers and Barriers
  • 1.2. Road Freight Market
  • 1.3. Global CO2 emission: medium & heavy duty trucks
  • 1.4. Range of zero emission medium and heavy trucks
  • 1.5. Heavy-duty: BEV or fuel cell?
  • 1.6. Trucks and Covid-19
  • 1.7. Electric Trucks and Covid-19
  • 1.8. Key global forecast takeaways
  • 1.9. Key regional forecast takeaways
  • 1.10. MD & HD Truck Market Penetration 2017-2041
  • 1.11. MD & HD Truck Unit Sales 2017-2041 (BEV, PHEV, FCEV)
  • 1.12. Electric MD & HD Truck Battery Demand 2017-2041 (GWh)
  • 1.13. eM&HDT sales by region (000s units)
  • 1.14. Electric MD & HD Truck Market Value 2017-2041 ($ Billion)
  • 1.15. Commentary

2. INTRODUCTION

  • 2.1. Electric Vehicle Terms
  • 2.2. Electric Vehicles: Basic Principle
  • 2.3. Electric Vehicles: Typical Specs
  • 2.4. Types of popular on-road truck
  • 2.5. A category that is difficult to define
  • 2.6. Different segments of goods transportation by land
  • 2.7. Truck classifications
  • 2.8. Truck type
  • 2.9. Truck axle layout descriptions
  • 2.10. The Core Driver: Climate Change
  • 2.11. Global CO2 emission: medium & heavy-duty trucks
  • 2.12. CO2 emission from road transport, EU
  • 2.13. GHG emission from the truck sector
  • 2.14. Urban air quality
  • 2.15. Fossil Fuel Bans (Cities)
  • 2.16. Fossil Fuel Bans: Explained
  • 2.17. Official or Legislated Fossil Fuel Bans (National)
  • 2.18. Unofficial, Drafted or Proposed Fossil Fuel Bans (National)
  • 2.19. The worldwide freight transport industry
  • 2.20. Road Freight Market
  • 2.21. Projected increase in global road freight activity
  • 2.22. The rise of e-commerce: increased freight demand
  • 2.23. Fuel / emissions regulation for new trucks
  • 2.24. Fuel / CO2 emissions regulation for new trucks
  • 2.25. December 2018: EU agrees 30% cut in truck CO2 emissions
  • 2.26. Emissions regulation for new trucks - other pollutants
  • 2.27. Fuel Saving Technology Areas
  • 2.28. The rise of zero (or near zero) exhaust emission trucks
  • 2.29. EU initiatives to offset additional powertrain weight

3. MEDIUM & HEAVY-DUTY TRUCKS IN EUROPE

  • 3.1. Overview
    • 3.1.1. Main truck brands in Europe
    • 3.1.2. Medium and Heavy-Duty Truck Sales in the EU
    • 3.1.3. The freight transport industry - Europe
  • 3.2. Europe eTruck Players
    • 3.2.1. Electric Trucks: MAN (VW GROUP)
    • 3.2.2. Electric Trucks: SCANIA (VW GROUP)
    • 3.2.3. Scania and Northvolt partnership
    • 3.2.4. Electric Trucks: VOLVO
    • 3.2.5. Electric Trucks: RENAULT TRUCKS (VOLVO)
    • 3.2.6. Renault Trucks: Decades Before Electric Long Haul?
    • 3.2.7. Biofuels and displacement fuels a stepping stone?
    • 3.2.8. Renault BEV Refuge Truck at EVS 32
    • 3.2.9. Electric Trucks: MERCEDES (DAIMLER)
    • 3.2.10. FUSO eCanter
    • 3.2.11. Daimler eActros
    • 3.2.12. Daimler eActros "innovation fleet"
    • 3.2.13. Electric Trucks: IVECO
    • 3.2.14. Electric Trucks: DAF (PACCAR)
    • 3.2.15. Electric Trucks: E-FORCE ONE
    • 3.2.16. Electric Trucks: FRAMO
    • 3.2.17. Electric Trucks: TERBERG
    • 3.2.18. Electric Trucks: ARRIVAL
    • 3.2.19. Electric Trucks: EMOSS
    • 3.2.20. Electric Trucks: TEVVA

4. MEDIUM & HEAVY-DUTY TRUCKS IN THE US

  • 4.1. Overview
    • 4.1.1. Main truck brands in the US
    • 4.1.2. Main truck brands in the US in 2019
    • 4.1.3. Medium and Heavy-Duty Truck Sales in the US
    • 4.1.4. The freight transport industry - US
    • 4.1.5. Industry issues according to US truckers
    • 4.1.6. Average truck replacement age in the US
    • 4.1.7. Alternative fuel choices for trucks in the US
    • 4.1.8. The cost of trucking in the United States
    • 4.1.9. Average US On-Highway Diesel Prices 2000-Sep2020
    • 4.1.10. Running cost for US truckers
    • 4.1.11. Nobody wants to be a truck driver in the US
    • 4.1.12. The solution: electric, autonomous trucks?
    • 4.1.13. California's Advanced Clean Trucks Regulation
    • 4.1.14. CARB Voucher Incentive Project
  • 4.2. US eTruck Players
    • 4.2.1. Electric Trucks: FREIGHTLINER (DAIMLER)
    • 4.2.2. Electric Trucks: PETERBILT (PACCAR)
    • 4.2.3. Electric Trucks: VOLVO
    • 4.2.4. Electric Trucks: MACK (VOLVO)
    • 4.2.5. Electric Trucks: INTERNATIONAL (NAVISTAR)
    • 4.2.6. Electric Trucks: TESLA
    • 4.2.7. Electric Trucks: XOS TRUCKS
    • 4.2.8. Electric Trucks: ALKANE
    • 4.2.9. Electric Trucks: LION ELECTRIC
    • 4.2.10. Electric Trucks: CUMMINS
    • 4.2.11. Electric Trucks: WRIGHTSPEED
    • 4.2.12. Electric Trucks: ZEROTRUCK
    • 4.2.13. Electric Trucks: CHANJE
    • 4.2.14. Electric Trucks: EDI
    • 4.2.15. Motiv Power Systems - Medium Duty eTrucks
    • 4.2.16. Electric Trucks: ORANGE EV
    • 4.2.17. TransPower - Heavy Duty Class 8 eTrucks
    • 4.2.18. Electric Trucks: TransPower
    • 4.2.19. Electric Trucks: LIGHTNING SYSTEMS
    • 4.2.20. Rivian / Amazon electric delivery van

5. MEDIUM & HEAVY-DUTY TRUCKS IN CHINA

  • 5.1. Overview
    • 5.1.1. Main truck brands in China
    • 5.1.2. Medium and Heavy-Duty Truck Sales in China
    • 5.1.3. The worldwide freight transport industry - China
    • 5.1.4. The freight transport industry - China
    • 5.1.5. Truck engine supplier relationships in China
    • 5.1.6. Chinese truck joint ventures
    • 5.1.7. China's truck market segments
    • 5.1.8. Total Commercial Vehicle Sales in China
  • 5.2. China eTruck Players
    • 5.2.1. Electric Trucks: FAW JIEFANG
    • 5.2.2. Electric Trucks: DONGFENG
    • 5.2.3. Electric Trucks: SINOTRUCK CDW
    • 5.2.4. Electric Trucks: SHACMAN
    • 5.2.5. Electric Trucks: FOTON
    • 5.2.6. Electric Trucks: JAC MOTORS
    • 5.2.7. Electric Trucks: DAYUN
    • 5.2.8. Electric Trucks: GEELY
    • 5.2.9. Electric Trucks: BYD
    • 5.2.10. Electric Trucks: CHTC Chufeng

6. MEDIUM & HEAVY-DUTY TRUCKS: ROW

  • 6.1.1. Main truck brands in Japan
  • 6.1.2. Japan truck market share by manufacturer
  • 6.1.3. Historic truck sales in Japan
  • 6.1.4. Truck transport business in Japan
  • 6.1.5. Russian Truck Fleet
  • 6.1.6. Historic truck sales in Russia
  • 6.1.7. Russia truck market share by manufacturer
  • 6.1.8. Historic truck sales in India
  • 6.1.9. India truck market share by manufacturer
  • 6.1.10. Mexico
  • 6.1.11. Electric Trucks: HINO MOTORS
  • 6.1.12. Electric Trucks: HYUNDAI

7. TCO CONSIDERATIONS

  • 7.1. Advantages and disadvantages of electric vs. fuel cell trucks
  • 7.2. TCO considerations for electric trucks
  • 7.3. Cost projections in selected countries for various powertrains
  • 7.4. Electric trucks reduced operating costs
  • 7.5. TCO of a diesel vs. an all-electric Class 6 truck
  • 7.6. TCO of a diesel vs. an all-electric tractor-trailer
  • 7.7. Overcoming barriers for low emission technologies
  • 7.8. More carrot, more stick

8. LI-ION BATTERIES

  • 8.1. Overview
    • 8.1.1. What is a Li-ion battery?
    • 8.1.2. The Battery Trilemma
    • 8.1.3. Electrochemistry Definitions
    • 8.1.4. Lithium-based Battery Family Tree
    • 8.1.5. Battery Wish List
    • 8.1.6. More Than One Type of Li-ion battery
    • 8.1.7. NMC: from 111 to 811
    • 8.1.8. Cobalt: Price Volatility
    • 8.1.9. Cathode Performance Comparison
    • 8.1.10. 811 Commercialisation Examples
    • 8.1.11. Commercial Anodes: Graphite
    • 8.1.12. The Promise of Silicon-based Anodes
    • 8.1.13. The Reality of Silicon
    • 8.1.14. Silicon: Incremental Steps
    • 8.1.15. What is in a Cell?
    • 8.1.16. Inactive Materials Negatively Affect Energy Density
    • 8.1.17. Commercial Battery Packaging Technologies
    • 8.1.18. Comparison of Commercial Cell Geometries
    • 8.1.19. What is NCMA?
    • 8.1.20. Lithium-based Batteries Beyond Li-ion
    • 8.1.21. Li-ion Chemistry Snapshot: 2020, 2025, 2030
  • 8.2. Commercial Battery Pack Players
    • 8.2.1. LithiumWerks: Standing Outside the Party
    • 8.2.2. LithiumWerks' Battery Cells
    • 8.2.3. LithiumWerks' Battery Cells: Made in China
    • 8.2.4. Akasol Emerging as Key Supplier for Commercial EVs
    • 8.2.5. Akasol Energy Density Road Map for Commercial EVs
    • 8.2.6. Akasol's 'Answer to Solid State'
    • 8.2.7. Leclanché: Premium Battery Maker
    • 8.2.8. Forsee Power: Struggling to Stand Out
    • 8.2.9. Webasto Expanding Production
    • 8.2.10. EnerDel: battery packs for trucks

9. CHARGING

  • 9.1. Charging methods
  • 9.2. MW Charging Difficulty for BEVs
  • 9.3. The emergence of 'Mega chargers'
  • 9.4. Siemens eHighway
  • 9.5. There's Now An Electric Highway In California
  • 9.6. Mack demonstrates catenary-powered PHEV
  • 9.7. Volvo's electric roads point to battery-free EV future
  • 9.8. Qualcomm - dynamic charging
  • 9.9. Daimler Truck opened charging park for commercial EVs
  • 9.10. CharIN is working on charging standard for commercial electric vehicles
  • 9.11. Momentum Dynamics: high-power wireless charging for electric vehicle fleets
  • 9.12. Types of electric road systems
  • 9.13. Electric road systems: conductive versus inductive
  • 9.14. Electric road systems: Sweden
  • 9.15. Germany tests its first electric highway for trucks
  • 9.16. Electric road systems: market and challenges

10. ELECTRIC TRACTION MOTORS

  • 10.1. Comparison of Traction Motor Construction and Merits
  • 10.2. Motor Efficiency Comparison
  • 10.3. Magnet Price Increase?
  • 10.4. LCVs & Trucks
  • 10.5. Motors per Vehicle and kWp per Vehicle Assumptions
  • 10.6. Brushed DC: Small Presence in LCVs
  • 10.7. LCVs and Trucks Motor Outlook

11. FUEL CELLS

  • 11.1. Proton Exchange Membrane Fuel Cells
  • 11.2. Fuel Cell Inefficiency and Cooling Methods
  • 11.3. Challenges for Fuel Cells
  • 11.4. Grey Hydrogen
  • 11.5. Case Study: Hydrogen Costs
  • 11.6. Infrastructure Costs
  • 11.7. Fuel Cell Charging Infrastructure in the US
  • 11.8. Fuel Cost per Mile: FCEV, BEV, internal-combustion
  • 11.9. Fuel cells and trucks today
  • 11.10. Primary issues for battery and fuel cell trucks
  • 11.11. Batteries vs. Fuel Cells: driving range
  • 11.12. Guide to hydrogen truck refuelling
  • 11.13. Developing hydrogen refuelling infrastructure
  • 11.14. Nikola Trucks: Hydrogen Infrastructure
  • 11.15. Alternative fuels generation - 2030 vs. 2050
  • 11.16. Using bio-waste to generate hydrogen
  • 11.17. Timeline for Nikola
  • 11.18. First Nikola truck will be a BEV (not fuel cell)
  • 11.19. Nikola One
  • 11.20. Nikola Commercial Truck Milestones
  • 11.21. Nikola TWO: New Flagship Fuel Cell Truck
  • 11.22. Nikola BEV Garbage Truck Order
  • 11.23. Nikola an "Energy Technology Company"?
  • 11.24. IDTechEx Take: The Future for Nikola
  • 11.25. Fuel Cell Trucks: KENWORTH (PACCAR)
  • 11.26. Fuel Cell Trucks: BALLARD / UPS
  • 11.27. Fuel Cell Trucks: DONGFENG
  • 11.28. Fuel Cell Trucks: HYUNDAI
  • 11.29. Fuel Cell Trucks: DAIMLER / VOLVO
  • 11.30. Fuel Cell Trucks: TOYOTA / HINO
  • 11.31. Arcola Energy
  • 11.32. ULEMCo Ltd
  • 11.33. Fuel Cell Truck Example Specifications

12. FORECASTS

  • 12.1. Overview
    • 12.1.1. Forecast Assumptions
    • 12.1.2. Forecast Methodology
    • 12.1.3. Battery Shortage Assumptions
    • 12.1.4. Li-ion Cell and Pack Price Assumptions 2020-2030
    • 12.1.5. Market forecast: Average battery capacity for electric medium-duty trucks (kWh) 2020-2041
    • 12.1.6. Market forecast: Average battery capacity for electric heavy-duty trucks (kWh) 2020-2041
    • 12.1.7. Market forecast: Average battery capacity for medium- and heavy-duty fuel cell electric trucks (kWh) 2020-2041
    • 12.1.8. Market forecast: Average battery capacity for medium- and heavy-duty PHEV trucks (kWh) 2020-2041
  • 12.2. Medium and Heavy-Duty Truck Market Forecasts 2021-2041
    • 12.2.1. M&HDT global sales (000s units)
    • 12.2.2. M&HDT global sales: BEV, PHEV and FCEV (000s)
    • 12.2.3. eM&HDT sales by region (000s units)
    • 12.2.4. M&HDT market share forecast for eM&HDT (%)
    • 12.2.5. eM&HDT battery demand forecast (GWh)
    • 12.2.6. eM&HDT battery demand forecast by region (GWh)
    • 12.2.7. eM&HDT market forecast ($US billion)
    • 12.2.8. eM&HDT market forecast by region ($US billion)
    • 12.2.9. FCEV M&HDT Fuel Cell Demand Forecast (MW)
  • 12.3. Medium-Duty Truck Market Forecasts 2021-2041
    • 12.3.1. MDT global sales (000s units)
    • 12.3.2. eMDT sales: BEV, PHEV and FCEV (000s)
    • 12.3.3. eMDT sales by region (000s units)
    • 12.3.4. MDT market share forecast for eMDT
    • 12.3.5. eMDT battery demand forecast (GWh)
    • 12.3.6. eMDT battery demand forecast by region (GWh)
    • 12.3.7. eMDT market forecast ($US billion)
    • 12.3.8. eMDT market forecast by region ($US billion)
    • 12.3.9. FCEV MDT Fuel Cell Demand Forecast (MW)
  • 12.4. Heavy-Duty Truck Market Forecasts 2021 2041
    • 12.4.1. HDT global sales (000s units)
    • 12.4.2. eHDT sales: BEV, PHEV and FCEV (000s)
    • 12.4.3. eHDT sales by region (000s units)
    • 12.4.4. HDT market share forecast for eHDT
    • 12.4.5. eHDT battery demand forecast (GWh)
    • 12.4.6. eHDT battery demand forecast by region (GWh)
    • 12.4.7. eHDT market forecast ($US billion)
    • 12.4.8. eHDT market forecast by region ($US billion)
    • 12.4.9. FCEV HDT Fuel Cell Demand Forecast (MW)
  • 12.5. Regional Sales Forecasts 2021-2041
    • 12.5.1. Europe MDT sales (000s units)
    • 12.5.2. Europe HDT sales (000s units)
    • 12.5.3. US MDT sales (000s units)
    • 12.5.4. US HDT sales (000s units)
    • 12.5.5. China MDT sales (000s units)
    • 12.5.6. China HDT sales (000s units)
    • 12.5.7. RoW MDT sales (000s units)
    • 12.5.8. RoW HDT sales (000s units)