表紙
市場調查報告書

北美電力卡車的TCO (總持有成本) 分析、案例:2017-2030年

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

出版商 Frost & Sullivan 商品編碼 797400
出版日期 內容資訊 英文 93 Pages
商品交期: 最快1-2個工作天內
價格
Back to Top
北美電力卡車的TCO (總持有成本) 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日內容資訊: 英文 93 Pages
簡介

本報告提供北美電力卡車的TCO (總持有成本) 相關資料,4個市場區隔 (都市區送貨用卡車,遠距卡車,垃圾收集車,碼頭曳引機/碼頭卡車) 分析,各市場區隔的柴油及全電動式卡車的租賃,維修及燃料供給或充電成本分析,燃料經濟性,電池價格,柴油成本,行車距離,及節能效率等。

第1章 摘要整理

第2章 調查範圍、目的、背景、手法

第3章 營業成本的明細:柴油、電池、充電的預測

  • 營業成本的明細:前提條件
  • 每1加侖的柴油成本:預測
  • 每1kWh的電池價格:預測
  • 每1kWh的充電成本:尖峰時段、離峰時段

第4章 都市區的送貨用卡車

  • 車輛的特徵
  • 卡車的殘餘金額:柴油/電力
  • 燃料經濟性
  • 燃料效率、範圍、電池容量
  • 柴油、電力卡車的價格
  • 充電成本:前提條件
  • 每1kWh的充電成本
  • 每1英里的租賃成本:柴油、電力卡車
  • 每1英里的維修成本:柴油、電力卡車
  • 每1英里的燃料供給/充電成本:柴油、電力卡車
  • 都市區發送用卡車的損益分歧點:柴油、電力發送用卡車
  • 4年的TCO比較
  • 送貨用卡車每1英里的TCO比較:柴油、電力

第5章 遠距卡車

  • 車輛的特徵
  • 遠距卡車的殘餘金額:柴油/電力
  • 燃料經濟性
  • 燃料效率、範圍、電池容量
  • 柴油、電力卡車的價格
  • 充電成本:前提條件
  • 每1kWh的充電成本
  • 每1英里的租賃成本:柴油、電力卡車
  • 每1英里的維修成本:柴油、電力卡車
  • 每1英里的燃料供給/充電成本:柴油、電力卡車
  • 損益分歧點:遠距卡車
  • 4年的TCO比較
  • 遠距卡車每1英里的TCO比較:柴油/電力

第6章 垃圾收集車

  • 車輛的特徵
  • 垃圾收集車的殘餘金額:柴油/電力
  • 燃料經濟性
  • 燃料效率、範圍、電池容量
  • 柴油、電力卡車的價格
  • 充電成本:前提條件
  • 每1kWh的充電成本
  • 每1英里的租賃成本:柴油、電力卡車
  • 每1英里的維修成本:柴油、電力卡車
  • 每1英里的燃料供給/充電成本:柴油、電力卡車
  • 損益分歧點:垃圾收集車
  • 4年的TCO比較
  • 垃圾收集車每1英里的TCO比較:柴油/電力

第7章 碼頭卡車

  • 車輛的特徵
  • 碼頭卡車的殘餘金額:柴油/電力
  • 燃料經濟性
  • 燃料效率、範圍、電池容量
  • 柴油、電力卡車的價格
  • 充電成本:前提條件
  • 每1kWh的充電成本
  • 每1英里的租賃成本:柴油、電力卡車
  • 每1英里的維修成本:柴油、電力卡車
  • 每1英里的燃料供給/充電成本:柴油、電力卡車
  • 損益分歧點:碼頭卡車
  • 4年的TCO比較
  • 碼頭卡車每1英里的TCO比較:柴油/電力

第8章 成長機會

  • 成長機會
  • 策略必要事項

第9章 結論

第10章 附錄

目錄
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)
Back to Top