美國和歐洲遠距電動卡車充電生態系統的成長機會

Growth Opportunities in the Long-haul Electric Truck Charging Ecosystem-United States and Europe

出版日期: 2023年12月19日 | 出版商:

Frost & Sullivan | 英文 62 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

電動重型卡車（HDT）能源需求為充電點營運商提供產生收入潛力

Frost & Sullivan 預測，到2030年，將有超過 238,000 輛電動HDT 在美國和歐洲進行遠距服務。這些卡車的總能源需求可能約為 79TWh。為了滿足這項需求，150kW至1MW充電器已成為遠距作業的主流充電解決方案，而350kW-1 MW充電器將在這十年內獲得公共/途中充電的採用。

為了滿足這項需求，充電基礎設施價值鏈必須強大且有效率。此價值鏈始於能源產出、儲存和分配，透過輸配電業者到達各個樞紐，然後在私人/公共樞紐安裝充電站，為客戶提供充電服務。價值鏈的不同部分包括多個參與者，以滿足越來越多的電動卡車的充電需求。

到2030年，美國和歐洲將需要約 67,000 個充電器來滿足遠距營運的需求，為充電生態系統參與者創造巨大的成長機會。

直流快速充電器安裝總數（50kW以上）
各州和 CPO 佔有率（超過 50kW）
HDT遠距作業車輛（VIO）和能源需求
影響充電器要求的因素 - 距離/天
影響充電器要求的因素 -途徑充電的百分比
途中充電 - 不同功率輸出下的充電時間
目的地充電 - 各種功率輸出的充電時間
總能源需求 - 途中充電與目的地充電比較
充電器預測 -途徑充電和目的地充電在功率輸出方面的比較

預測充電器需求 - 歐洲

直流快速充電器安裝總數（50kW以上）
依國家和 CPO 分類的佔有率（超過 50kW）
HDT遠距VIO與能源需求
影響充電器要求的因素 - 距離/天
影響充電器要求的因素 -途徑充電的百分比
途中充電 - 在各種功率輸出下充電所需的時間
目的地充電 - 在各種功率輸出下充電所需的時間
總能源需求 - 途中充電與目的地充電比較
充電器預測 - 不同功率輸出下的途徑充電與目的地充電比較

高畫質充電創新

兆瓦充電系統（MCS）
電動道路 - HDT感應式充電和傳導式充電
雙向充電

遠距卡車充電領域的主要參與企業和著名合作夥伴

主要充電生態系統參與者
遠距卡車充電站的主要合作夥伴

結論

4要點

充滿成長機會的世界

成長機會1 - 開發強大的充電技術來推動市場成長
成長機會2－為價值鏈參與企業的成長擴大商機
成長機會3 - 將充電解決方案納入車廠以改善車輛 TCO

下一步

簡介目錄

Product Code: PF21-42

"Energy Demand from Electric Heavy-duty Trucks (HDTs) Creates Revenue Generation Potential for Charging Point Operators."

Frost & Sullivan expects over 238,000 electric HDTs to be in long-haul operation in the United States and Europe by 2030. The total energy demand for these trucks will likely be about 79 TWh. To cater to this demand, 150 kW-1 MW chargers will become the predominant charging solutions for long-haul operation, while 350 kW-1 MW chargers will gain adoption for public/en-route charging in this decade.

The charging infrastructure value chain must be robust and efficient to meet this demand. The value chain starts from energy generation, followed by storage and distribution through transmission and distribution operators to reach various hubs, after which charging stations are installed in private/public hubs to offer charging services to customers. Multiple participants are involved in different parts of the value chain to cater to the charging requirements of the increasing number of electric trucks in operation.

By 2030, about 67,000 chargers will be necessary to cater to this demand in the United States and Europe exclusively for long-haul operations, leading to immense growth opportunities for charging ecosystem participants.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Electric
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Research Scope
Powertrain Technology Segmentation
Charger Power Output and EV Charging Value Chain Segmentation
Growth Drivers
Growth Restraints
Growth Metrics

Forecasting Electric Charger Requirements- The United States

Total Installed DC Fast Chargers (>50 kW)
Share by State and CPO (>50 kW)
HDT Long-haul Vehicles in Operation (VIO) and Energy Demand
Factors Impacting Charger Requirements-Distance/Day
Factors Impacting Charger Requirements-En-route Charging Percent
En-route Charging-Time it Takes to Charge Across Various Power Outputs
Destination Charging-Charging Time Across Various Power Outputs
Total Energy Demand-En-route Charging vs. Destination Charging
Charger Forecast-En route vs. Destination Across Power Outputs

Forecasting Electric Charger Requirements- Europe

Total Installed DC Fast Chargers (>50 kW)
Share by Country and CPO (>50 kW)
HDT Long-haul VIO and Energy Demand
Factors Impacting Charger Requirements-Distance/Day
Factors Impacting Charger Requirements-En-route Charging Percent
En-route Charging-Time it Takes to Charge Across Various Power Outputs
Destination Charging-Time it Takes to Charge Across Various Power Outputs
Total Energy Demand-En-route Charging vs. Destination Charging
Charger Forecast-En-route vs Destination Across Power Outputs

Innovations in HD Charging

Megawatt Charging System (MCS)
Electric Roads-Inductive & Conductive Charging of HDTs
Bi-directional Charging

Leading Participants in Long-haul Truck Charging and Notable Partnerships

Major Charging Ecosystem Players
Key Partnerships for Long-haul Truck Charging Stations

Conclusion

Top 4 Takeaways

Growth Opportunity Universe

Growth Opportunity 1-Developing Competent Charging Technology to Drive Market Growth
Growth Opportunity 2-Expanding Revenue Opportunities for Value Chain Participant Growth
Growth Opportunity 3-Inbuilt Charging Solutions in Fleet Yards for Better Fleet TCO