美國零排放電動卡車產業生命週期二氧化碳排放：評估

Life Cycle CO2 Emissions Assessment on the US Zero-Emission Battery Electric Truck Industry

出版日期: 2023年12月07日 | 出版商:

Frost & Sullivan | 英文 90 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

展示了透過高效的電池製造流程和充電時間將每輛電池電動卡車的二氧化碳排放減少高達 16% 的潛力

電動卡車在全球迅速普及。雖然在運行過程中不排放二氧化碳，但在卡車充電時產生的電力會排放二氧化碳。同樣，製造鋰離子電池，從開採階段到最終組裝，排放大量二氧化碳，使其難以克服地緣政治挑戰和資源限制，邁向清潔發電，必須追蹤和解決。本研究分析了電池電動卡車的生命週期二氧化碳排放，考慮到各個方面，包括礦物提取、電池製造以及初始壽命結束後的最終回收階段。本研究假設在美國境內進行。

研究範圍涵蓋美國輕型、中型和重型卡車產業的生命週期二氧化碳排放評估。該研究計算了電池製造各個階段的二氧化碳排放，並考察了一系列可能影響 2030 年預測排放的因素。我們也研究了全球電池礦物資源、地緣政治挑戰以及美國各州的發電結構。此外，還將這些結果與柴油卡車進行比較，以確定這兩個車輛領域的二氧化碳總排放。全生命週期二氧化碳排放評估的結果解決了電池電動卡車是否比柴油卡車具有更清潔的排放足跡的問題。

電池製造流程EV用鋰離子電池概述
電池製造流程：主要步驟
採礦和提煉：鋰
採礦和提煉：鈷
採礦和提煉：鎳
採礦和提取：石墨
精製和升級：主要國家和生產國
活性材料生產和電池組裝：製程和能源要求
電池生產工廠：超級工廠位置與產能
電池製造流程：煤電，全球簡介
電池製造過程中CO2排放：主要影響因素
電池製造過程中的二氧化碳排放：對預測的影響
電池製造過程中的二氧化碳排放

二氧化碳排放

使用 BEV：使用案例和預測先決條件
加州：發電量和電源對二氧化碳的影響
德克薩斯州：發電量和電源對二氧化碳排放的影響
西南：按電源分類的發電量和二氧化碳影響量
加州：發電量預測、基本情景、最佳情景、最壞情景
德克薩斯州：發電量預測、基本情景、最佳情景、最壞情景
西南：發電量預測、基本情景、最佳情景、最差情景

LDT

LDT：操作特性與使用者週期概述
LDT：A 週期充電簡介
LDT：循環 A 開始時的二氧化碳排放
LDT：Cycle D 充電簡介
LDT：循環 D 開始時的二氧化碳排放
LDT：H 週期充電簡介
LDT：循環 H 開始時的 CO2排放
LDT：AH 週期第一年的二氧化碳排放總量

多學科治療

MDT：操作特徵與使用者週期概述
MDT：A 週期充電簡介
MDT：循環 A 開始時的二氧化碳排放
MDT：Cycle D 充電簡介
MDT：循環 D 開始時的二氧化碳排放
MDT：Cycle H 電動簡介
MDT：循環 H 開始時的 CO2排放
MDT：AH 週期第一年的二氧化碳排放總量

熱變形溫度

HDT：操作特性與使用者週期概述
HDT：循環 A 充電簡介
HDT：循環 A 開始時的二氧化碳排放
HDT：D 循環充電簡介
HDT：D循環第一次時的CO2排放
HDT：循環 H 充電簡介
HDT：循環 H 開始時的 CO2排放
HDT：AH 週期第一年的二氧化碳排放總量

結論

全生命週期二氧化碳排放評估：LDT 柴油引擎與純電動車
全生命週期二氧化碳排放評估：損益平衡點-LDT
全生命週期二氧化碳排放評估：MDT 柴油引擎與純電動車
全生命週期二氧化碳排放評估：收支平衡點 - MDT
全生命週期二氧化碳排放評估：HDT 柴油與純電動車
全生命週期二氧化碳排放評估：損益平衡點 - HDT

成長機會宇宙

成長機會 1：透過追蹤二氧化碳排放開拓新的收益來源
成長機會2：電池設計與製程改進
成長機會3：卡車OEM可能會注意到地緣政治限制並在地理邊界內進行垂直整合

下一步

簡介目錄

Product Code: PECC-42

Efficient Battery Manufacturing Processes and Charging Time Demonstrate Potential Reductions in CO2 Emissions per Battery Electric Truck by Up to 16%

Electric trucks are seeing rapid adoption globally. Although they do not emit CO2 during operations, the electricity for charging trucks emits CO2 during generation. Similarly, to manufacture the Li-ion battery, from the mining stages to final assembly, the quantum of CO2 emitted is high and needs to be tracked and addressed by overcoming geopolitical challenges and resource constraints and shifting to cleaner electricity generation. The study analyzes the life cycle CO2 emissions of a battery electric truck considering all aspects, including minerals mining, battery manufacturing, and the final recycling stage after the end of its first life. The study assumes the vehicle operates in the United States.

The scope covers the complete life cycle CO2 emission assessment for the battery electric truck industry in the United States across light-, medium-, and heavy-duty segments. The study calculates C02 emissions for each stage of battery manufacturing. It also considers overarching factors that could potentially impact emissions for forecasts to 2030. The research also explores global resources of battery minerals, geopolitical challenges, and the electricity generation mix among US states. It also compares these results with diesel trucks to gauge the total CO2 emissions of both vehicle segments. Findings from the total life cycle CO2 emissions assessment address questions on whether the emission trail of battery electric trucks is cleaner than that of diesel trucks.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the US Battery Electric Truck Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

Scope of Study: Total Life Cycle CO2 Emission Assessment of a Battery Electric Truck
Research Scope
Powertrain Technology Segmentation
Growth Drivers
Growth Restraints
Life Cycle CO2 Assessment: Study Flow and Forecast Assumptions

CO2 Emissions:

Battery Manufacturing Process: Overview of EV Li-ion Battery
Battery Manufacturing Process: Major Process Steps
Mining and Extraction: Lithium
Mining and Extraction: Cobalt
Mining and Extraction: Nickel
Mining and Extraction: Graphite
Refining and Upgrade: Major Countries and Producers
Active Material Production and Cell Assembly: Process and Energy Demand
Battery Production Plants: Gigafactory Locations and Capacities
Battery Manufacturing Process: Coal-based Electricity, Global Snapshot
CO2 Emissions in Battery Manufacturing Process: Key Impact Factors
CO2 Emissions in Battery Manufacturing Process: Impact on Forecast
CO2 Emissions in the Battery Manufacturing Process

CO2 Emissions:

BEV Usage: Use Case and Forecast Assumptions
California: Electricity Generation by Source and CO2 Impact
Texas: Electricity Generation by Source and CO2 Impact
Southwest: Electricity Generation by Source and CO2 Impact
California: Electricity Generation Forecast, Base, Best, and Worst-case Scenarios
Texas: Electricity Generation Forecast, Base, Best, and Worst-case Scenarios
Southwest: Electricity Generation Forecast, Base, Best, and Worst-case Scenarios

LDT

LDT: Operational Characteristics and User Cycle Overview
LDT: Cycle A Charging Snapshot
LDT: Cycle A First-life CO2 Emissions
LDT: Cycle D Charging Snapshot
LDT: Cycle D First-life CO2 Emissions
LDT: Cycle H Charging Snapshot
LDT: Cycle H First-life CO2 Emissions
LDT: Cycle A-H Total CO2 Emissions in First Life

MDT

MDT: Operational Characteristics and User Cycle Overview
MDT: Cycle A Charging Snapshot
MDT: Cycle A First-life CO2 Emissions
MDT: Cycle D Charging Snapshot
MDT: Cycle D First-life CO2 Emissions
MDT: Cycle H Charging Snapshot
MDT: Cycle H First-life CO2 Emissions
MDT: Cycle A-H Total CO2 Emissions in First Life

HDT

HDT: Operational Characteristics and User Cycle Overview
HDT: Cycle A Charging Snapshot
HDT: Cycle A First-life CO2 Emissions
HDT: Cycle D Charging Snapshot
HDT: Cycle D First-life CO2 Emissions
HDT: Cycle H Charging Snapshot
HDT: Cycle H First-life CO2 Emissions
HDT: Cycle A-H Total CO2 Emissions in First Life

Conclusion

Total Life Cycle CO2 Emissions Assessment: LDT-Diesel vs BEV
Total Life Cycle CO2 Emissions Assessment: Break-even Point-LDT
Total Life Cycle CO2 Emissions Assessment: MDT-Diesel vs BEV
Total Life Cycle CO2 Emissions Assessment: Break-even Point-MDT
Total Life Cycle CO2 Emissions Assessment: HDT-Diesel vs BEV
Total Life Cycle CO2 Emissions Assessment: Break-even Point-HDT

Growth Opportunity Universe

Growth Opportunity 1: CO2 Emissions Tracking to Open New Revenue Streams
Growth Opportunity 2: Improved Battery Design and Processes
Growth Opportunity 3: Truck OEMs to Be Mindful of Geopolitical Constraints and Vertically Integrate within Geographical Boundaries