表紙
市場調查報告書

電動卡車市場2021-2041

Electric Truck Markets 2021-2041

出版商 IDTechEx Ltd. 商品編碼 969589
出版日期 內容資訊 英文 322 Slides
商品交期: 最快1-2個工作天內
價格
電動卡車市場2021-2041 Electric Truck Markets 2021-2041
出版日期: 2020年11月10日內容資訊: 英文 322 Slides
簡介

標題
電動卡車市場2021-2041
中型和重型BEV,PHEV和FCEV電動卡車市場分析;分地區的詳細Covid-19調整後的銷售,電池需求和市場價值預測;鋰離子和電動機技術。

到2041年,中型和重型電動卡車市場將達到2030億美元。

儘管中型和重型卡車僅佔全球車輛存量的9%,但大型柴油卡車發動機加上年均高行駛里程意味著,卡車行業貢獻了交通部門溫室氣體排放量的39%,相當於全球化石燃料產生的二氧化碳排放量約佔5%。正是這種對排放的不成比例的貢獻使卡車成為政府的目標。如果國際社會要實現其減少溫室氣體排放和限制氣候變化影響的目標,那麼很明顯,卡車行業的快速脫碳必將成為當務之急。因此,對化石燃料驅動的內燃機的日子進行了編號。世界各國政府認識到潛在的不受氣候變化影響的災難性後果,以及目睹城市環境中汽車尾氣污染物排放對人體健康的有害影響,正在採取決定性的行動,這將在未來幾十年內,推動汽車製造商將道路尾氣排放動力總成解決方案歸零。

《電動卡車市場2021-2041》報告旨在幫助整個汽車價值鏈計劃中的企業為這個發展中市場的未來做好計劃。該報告為電池電動,插電式混合動力和燃料電池電動卡車提供了總計72條COVID-19調整後的預測線。這些預測描述了卡車銷售,市場滲透率,電池需求和市場價值的20年展望,並分別對中型和重型卡車市場進行了預測。除了全球預報外,還提供了針對中國,美國,歐洲和世界遺產地的區域預報。該報告涵蓋了電池和燃料電池卡車市場的當前狀況,並詳細介紹了行業主要參與者正在從事的電池電動和燃料電池卡車項目。涵蓋了電動卡車市場的發展,包括燃料電池應用和電動混合動力,以及對電動卡車部署的關鍵使能技術(如電池,電動機和充電基礎設施)的討論。

IDTechEx電動卡車市場2021-2041預測細分:

  • 按卡車重量:具有單獨的中型和重型預測
  • 通過技術:電池電動,插電式混合動力和燃料電池電動卡車。
  • 按地理位置劃分:美國,中國,歐洲(EU + EFTA + UK)和RoW以及全球總預測。
  • 20年前景:銷售,市場滲透率(%),市場收入($)和電池需求(GWh)

車輛電氣化提供了一種解決方案,可有效消除道路上的廢氣排放並將脫碳壓力傳遞給發電。包括特斯拉,戴姆勒,大眾和沃爾沃在內的大多數製造商都在全電動卡車上進行大量投資,而少數汽車製造商豐田,現代和尼古拉則選擇將重點放在燃料電池電動汽車上,這是未來的大雨。儘管氫作為燃料的效率存在問題,但FCEV仍是人們一直在討論的一種用於長途卡車運輸的技術,該技術需要更大的續航里程,儘管該技術的可行性取決於廉價的低碳氫的生產。中國製造商開始利用其在電動客車和電池生產方面的經驗,開始生產電動卡車。鑑於中國政府對整個電動汽車行業的大力支持,很可能在不久的將來這將是電動卡車最重要的部署。

零排放的中型和重型卡車,
技術和生產狀況

             資料來源:IDTechEx電動卡車市場2021-2041,IEA

在短期到中期,將有必要以補貼和稅收減免的形式提供一系列電動卡車財政激勵措施,以抵消購買電動卡車所需的大量初始資本投資。但是,在接下來的十年中,隨著排放法規的嚴格化,柴油卡車製造商必須安裝價格日益昂貴的排放控制設備,從而提高了柴油卡車的成本,而電動卡車的成本由於電池價格下降和節省成本的規模經濟而下降。在電氣部件和車輛製造方面,TCO平衡越來越多地轉向電動卡車。到2020年代末,隨著電動卡車的量產,卡車的整個生命週期中的節油和維護費用將抵消初始資本投資的差異。

世界上越來越多的城市和國家都希望完全淘汰道路上的柴油和汽油車輛。一旦證明了該技術的成本效益和能夠提供所需的日常工作週期的能力,卡車車隊,尤其是在城市環境中運行的車隊,可能會實現電氣化。

從IDTechEx進行分析訪問

所有報告購買都包括長達30分鐘的電話通話時間,該電話與一位專家分析師聯繫,他將幫助您將報告中的關鍵發現與我要解決的業務聯繫起來。需要在購買報告後的三個月內使用。

目錄

1。執行摘要

  • 1.1。電動卡車:駕駛員和障礙
  • 1.2。公路貨運市場
  • 1.3。全球二氧化碳排放量:中型和重型卡車
  • 1.4。零排放中型和重型卡車的範圍
  • 1.5。重型:BEV或燃料電池?
  • 1.6。卡車和Covid-19
  • 1.7。電動卡車和Covid-19
  • 1.8。關鍵的全球前投外賣
  • 1.9。區域主要預測要點
  • 1.10。2017-2041年MD和HD卡車市場滲透率
  • 1.11。2017-2041年MD和HD卡車銷量(BEV,PHEV,FCEV)
  • 1.12。2017-2041年電動MD和HD卡車電池需求(GWh)
  • 1.13。eM&HDT分地區銷售額(單位:000s)
  • 1.14。2017-2041年電動MD和HD卡車市場價值(十億美元)
  • 1.15。評論

2。簡介

  • 2.1。電動車條款
  • 2.2。電動汽車:基本原理
  • 2.3。電動汽車:典型規格
  • 2.4。大眾公路卡車的類型
  • 2.5。難以定義的類別
  • 2.6。陸路貨物運輸的不同部分
  • 2.7。卡車分類
  • 2.8。卡車類型
  • 2.9 。卡車車軸佈局說明
  • 2.10。核心驅動力:氣候變化
  • 2.11。全球二氧化碳排放量:中型和重型卡車
  • 2.12。歐盟公路運輸產生的二氧化碳排放量
  • 2.13。卡車行業的溫室氣體排放
  • 2.14。城市空氣質量
  • 2.15。化石燃料禁令(城市)
  • 2.16。化石燃料禁令:解釋
  • 2.17。官方或立法的化石燃料禁令(國家)
  • 2.18。非官方,起草或擬議的化石燃料禁令(國家)
  • 2.19。全球貨運運輸業
  • 2.20。公路貨運市場
  • 2.21。預計全球公路貨運活動將增加
  • 2.22。電子商務的興起:貨運需求增加
  • 2.23。新卡車的燃油/排放法規
  • 2.24。新卡車的燃油/CO2排放離子法規
  • 2.25。2018年12月:歐盟同意將卡車的二氧化碳排放量減少30%
  • 2.26。新卡車的排放法規-其他污染物
  • 2.27。節油技術領域
  • 2.28。零排放卡車(或接近零排放)的興起
  • 2.29。歐盟為抵消動力總成額外重量而採取的舉措

3。歐洲的中型和重型卡車

  • 3.1。總覽
    • 3.1.1。歐洲主要卡車品牌
    • 3.1.2。歐盟中型和重型卡車銷售
    • 3.1.3。貨運業-歐洲
  • 3.2。歐洲eTruck玩家
    • 3.2.1。電動卡車:MAN(大眾集團)
    • 3.2.2。電動卡車:斯堪尼亞(大眾集團)
    • 3.2.3。斯堪尼亞與Northvolt合作
    • 3.2.4。電動卡車:沃爾沃
    • 3.2.5。電動卡車:RENAULT TRUCKS(VOLVO)
    • 3.2.6。雷諾卡車:電動長途運輸要走幾十年?
    • 3.2.7。生物燃料和替代燃料為墊腳石?
    • 3.2.8。雷諾BEV避難車在EVS 32
    • 3.2.9。電動卡車:MERCEDES(DAIMLER)
    • 3.2.10。FUSO eCanter
    • 3.2.11。戴姆勒eActros
    • 3.2.12。戴姆勒eActros "創新艦隊"
    • 3.2.13。電動卡車:依維柯
    • 3.2.14。電動卡車:DAF(PACCAR)
    • 3.2.15。電動卡車:E-FORCE ONE
    • 3.2.16。電動卡車:FRAMO
    • 3.2.17。電動卡車:TERBERG
    • 3.2.18。電動卡車:到達
    • 3.2.19。電動卡車:EMOSS
    • 3.2.20。電動卡車:TEVVA

4。美國的中型和重型卡車

  • 4.1。總覽
    • 4.1.1。美國主要卡車品牌
    • 4.1.2。2019年美國主要卡車品牌
    • 4.1.3。在美國的中型和重型卡車銷售
    • 4.1.4。貨運業-美國
    • 4.1.5。美國卡車司機的行業問題
    • 4.1.6。美國的平均卡車更換年齡
    • 4.1.7。美國卡車的替代燃料選擇
    • 4.1.8。在美國的卡車運輸成本
    • 4.1.9。2000年9月至2020年9月美國公路用柴油平均價格
    • 4.1.10。美國卡車司機的運行成本
    • 4.1.11。在美國沒有人願意當卡車司機
    • 4.1.12。解決方案:電動,自動駕駛卡車?
    • 4.1.13。加利福尼亞州的先進清潔卡車法規
    • 4.1.14。CARB優惠券激勵項目
  • 4.2。美國eTruck玩家
    • 4.2.1。電動卡車:FREIGHTLINER(DAIMLER) < li> 4.2.2。電動卡車:PETERBILT(PACCAR)
    • 4.2.3。電動卡車:沃爾沃
    • 4.2.4。電動卡車:MACK(VOLVO)
    • 4.2.5。電動卡車:國際(NAVISTAR)
    • 4.2.6。電動卡車:TESLA
    • 4.2.7。電動卡車:XOS卡車
    • 4.2.8。電動卡車:ALKANE
    • 4.2.9。電動卡車:獅電
    • 4.2.10。電動卡車:康明斯
    • 4.2.11。電動卡車:WRIGHTSPEED
    • 4.2.12。電動卡車:零卡車
    • 4.2.13。電動卡車:CHANJE
    • 4.2.14。電動卡車:EDI
    • 4.2.15。Motiv Power Systems-中型卡車
    • 4.2.16。電動卡車:ORANGE EV
    • 4.2.17。TransPower-重型8級卡車
    • 4.2.18。電動卡車:TransPower
    • 4 .2.19。電動卡車:閃電系統
    • 4.2.20。裡維安/亞馬遜電動送貨車

5。中國的中重型卡車

  • 5.1。總覽
    • 5.1.1。中國主要卡車品牌
    • 5.1.2。我dium和重型卡車的銷量在中國
    • 5.1.3。全球貨運業-中國
    • 5.1.4。貨運業-中國
    • 5.1.5。中國卡車發動機供應商關係
    • 5.1.6。中國卡車合資企業
    • 5.1.7。中國卡車細分市場
    • 5.1.8。中國商用車總銷量
  • 5.2。中國電子卡車玩家
    • 5.2.1。電動卡車:一汽解放
    • 5.2.2。電動卡車:東風
    • 5.2.3。電動卡車:SINOTRUCK CDW
    • 5.2.4。電動卡車:SHACMAN
    • 5.2.5。電動卡車:FOTON
    • 5.2.6。電動卡車:江淮汽車
    • 5.2.7。電動卡車:DAYUN
    • 5.2.8。電動卡車:吉利
    • 5.2.9 。電動卡車:比亞迪
    • 5.2.10。電動卡車:CHTC楚風

6。中型和重型卡車:ROW

  • 6.1.1。日本主要卡車品牌
  • 6.1.2。日本卡車製造商的市場份額
  • 6.1.3。日本的歷史性卡車銷售
  • 6.1.4。日本的卡車運輸業務
  • 6.1.5。俄羅斯卡車艦隊
  • 6.1.6。俄羅斯歷史性卡車銷售
  • 6.1.7。俄羅斯卡車製造商的市場份額
  • 6.1.8。印度歷史性卡車銷售
  • 6.1.9。在卡車製造商中的市場份額
  • 6.1.10。墨西哥
  • 6.1.11。電動卡車:日野汽車
  • 6.1.12。電動卡車:現代

7。TCO考慮事項

  • 7.1。電動與燃料電池卡車的優缺點
  • 7.2。電動卡車的TCO注意事項
  • 7.3。所選國家/地區各種動力總成的成本預測
  • 7.4。電動卡車降低了運營成本
  • 7.5。柴油與全電動6類卡車的TCO
  • 7.6。柴油和全電動牽引車的總擁有成本
  • 7.7。克服低排放技術的障礙
  • 7.8。更多胡蘿蔔,更多棍子

8。鋰離子電池

  • 8.1。總覽
    • 8.1.1。什麼是鋰離子電池?
    • 8.1.2。電池困境
    • 8.1.3。電化學定義
    • 8.1.4。鋰電池家族樹
    • 8.1.5。電池願望清單
    • 8.1.6。超過一種鋰離子電池
    • 8.1.7。NMC:111至811
    • 8.1.8。鈷:價格波動
    • 8.1.9。陰極性能比較
    • 8.1.10。811個商業化示例
    • 8.1.11。商業陽極:石墨
    • 8.1.12。矽基陽極的承諾
    • 8.1.13。矽的現實
    • 8.1.14。矽:增量步驟
    • 8.1.15。單元格中有什麼?
    • 8.1.16。惰性材料會對能量密度產生負面影響
    • 8.1.17。商業電池包裝技術
    • 8.1.18。商業細胞幾何的比較
    • 8.1.19。什麼是NCMA?
    • 8.1.20。鋰離子電池以外的鋰電池
    • 8.1.21。鋰離子化學快照:2020,2025,2030
  • 8.2。商用電池組播放器
    • 8.2.1。LithiumW erks:站在黨外
    • 8.2.2。LithiumWerks的電池
    • 8.2.3。LithiumWerks的電池:中國製造
    • 8.2.4。Akasol逐漸成為商用電動車的主要供應商
    • 8.2.5。商用電動汽車的Akasol能源密度路線圖
    • 8.2.6。Akasol的 "固態答案"
    • 8.2.7。Leclanch&eacute ;:高級電池製造商
    • 8.2.8。Forsee Power:努力脫穎而出
    • 8.2.9。Webasto擴大生產
    • 8.2.10。EnerDel公司:電池組的TRUC KS

9。充電

  • 9.1。充電方式
  • 9.2。電動汽車的MW充電困難
  • 9.3。 "超級充電器" 的出現
  • 9.4。西門子電子高速公路
  • 9.5。加利福尼亞現在有一條電力高速公路
  • 9 .6。馬克展示了接觸網驅動的PHEV
  • 9.7。沃爾沃的電動道路指向無電池電動汽車的未來
  • 9.8。高通-動態充電
  • 9.9。戴姆勒卡車開放商用電動汽車充電園
  • 9.10。CharIN正在製定商用電動汽車的充電標準
  • 9.11。動量動力:電動車隊的大功率無線充電
  • 9.12。電動道路系統的類型
  • 9.13。電動道路系統:導電與電感
  • 9.14。電動道路系統:瑞典
  • 9.15。德國測試卡車的第一條電動高速公路
  • 9.16。電動道路系統:市場和挑戰

10。電動牽引車

  • 10.1。牽引電機結構及優點比較
  • 10.2。電機效率比較
  • 10.3。磁鐵價格上漲?
  • 10.4。輕型貨車和卡車
  • 10.5。每輛車的電機和每輛車的kWp假設
  • 10.6。刷式直流電:LCV的市場份額很小
  • 10.7。輕型商用車和卡車馬達Outlo OK

11。燃料電池

  • 11.1。質子交換膜燃料電池
  • 11.2。燃料電池效率低下和冷卻方法
  • 11.3。燃料電池的挑戰
  • 11.4。灰氫
  • 11.5。案例研究:氫氣成本
  • 1 1.6。基礎設施成本
  • 11.7。美國的燃料電池充電基礎設施
  • 11.8。每英里燃油成本:FCEV,BEV,內燃
  • 11.9。如今的燃料電池和卡車
  • 11.10。電池和燃料電池卡車的主要問題
  • 11.1 1.電池與燃料電池:續駛里程
  • 11.12。氫卡車加油指南
  • 11.13。發展氫燃料基礎設施
  • 11.14。尼古拉卡車:氫氣基礎設施
  • 11.15。代用燃料的產生-2030年與2050年的對比
  • 11.16。利用生物廢物產生氫
  • 11.17。尼古拉時間表
  • 11.18。首輛尼古拉卡車將是BEV(不是燃料電池)
  • 11.19。尼古拉一號
  • 11.20。尼古拉商用卡車里程碑
  • 11.21。Nikola TWO:新型Flagsh ip燃料電池卡車
  • 11.22。尼古拉BEV垃圾車訂單
  • 11.23。Nikola是 "能源技術公司" 嗎?
  • 11.24。IDTechEx採訪:尼古拉的未來
  • 11.25。燃料電池卡車:KENWORTH(PACCAR)
  • 11.26。燃料電池卡車:BALLARD/U PS
  • 11.27。燃料電池卡車:東風
  • 11.28。燃料電池卡車:現代
  • 11.29。燃料電池卡車:DAIMLER/VOLVO
  • 11.30。燃料電池卡車:豐田/日野
  • 11.31。阿科拉能源
  • 11.32。ULEMCo Ltd
  • 11.33。燃料電池卡車充足的規格

12。預測

  • 12.1。總覽
    • 12.1.1。預測假設
    • 12.1.2。預測方法
    • 12.1.3。電池不足的假設
    • 12.1.4。2020- 2030年鋰離子電池和電池組價格假設
    • 12.1.5。市場預測:2020-2041年電動中型卡車的平均電池容量(kWh)
    • 12.1.6。市場預測:2020-2041年電動重型卡車的平均電池容量(kWh)
    • 12.1.7。市場預測:2020-2041年中型和重型燃料電池電動卡車的平均電池容量(kWh)
    • 12.1.8。市場預測:2020-2041年中型和重型PHEV卡車的平均電池容量(kWh)
  • 12.2。中型和重型卡車市場預測2021-2041
    • 12.2.1。M&HDT全球銷量(萬輛)
    • 12.2.2。M&HDT全球銷量:BEV,PHEV和FCEV(000s)
    • 12.2.3。eM&HDT分地區銷售額(單位:000s)
    • 12.2.4。eM&HDT預計的M&HDT市場份額(%)
    • 12.2.5。eM&HDT電池需求預測(GWh)
    • 12.2.6。各個地區的eM&HDT電池需求預測(GWh)
    • 12.2.7。eM&HDT市場預測(十億美元)
    • 12.2.8。按地區劃分的eM&HDT市場預測(十億美元)
    • 12.2.9。FCEV M&HDT燃料電池需求預測(MW)
  • 12.3。中型卡車市場預測2021-2041
    • 12.3.1。MDT全球銷量(萬輛)
    • 12.3.2。eMDT銷量:BEV,PHEV和FCEV(000輛)
    • 12.3。3.按地區劃分的eMDT銷量(單位:000s)
    • 12.3.4。eMDT的MDT市場份額預測
    • 12.3.5。eMDT電池需求預測(GWh)
    • 12.3.6。各地區eMDT電池需求預測(GWh)
    • 12.3.7。eMDT市場預測(十億美元) < li> 12.3.8。按地區劃分的eMDT市場預測(十億美元)
    • 12.3.9。FCEV MDT燃料電池需求預測(MW)
  • 12.4。重型卡車市場預測2021年2041年
    • 12.4.1。HDT全球銷量(萬輛)
    • 12 .4.2。eHDT銷售:BEV,PHEV和FCEV(000輛)
    • 12.4.3。eHDT區域銷售量(單位:000s)
    • 12.4.4。eHDT的HDT市場份額預測
    • 12.4.5。eHDT電池需求預測(GWh)
    • 12.4.6。各地區eHDT電池需求預測(GWh)
    • 12.4.7。eHDT市場預測(十億美元)
    • 12.4.8。按地區劃分的eHDT市場預測(十億美元)
    • 12.4.9。FCEV HDT燃料電池需求預測(MW)
  • 12.5。區域銷售預測2021-2041
    • 12.5.1。歐洲MDT銷售量(單位:000s)
    • 12.5.2。歐洲HDT銷售量(單位:000輛)
    • 12.5.3。美國MDT銷量(單位:000 s)
    • 12.5.4。美國HDT銷量(單位:000單位)
    • 12.5.5。中國MDT銷售量(萬台)
    • 12.5.6。中國HDT銷售量(萬輛)
    • 12.5.7。RoW MDT銷售量(000單位)
    • 12.5.8。RoW HDT銷售量(000單位)
目錄

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)