IDTechEx レポート『鉱業の電化: 輸送機器、発電、転用 2022-2042年』は、実際に何が起こっているのかを確認することができるよう、20年先のこれらの注目度の低い分野に着目している点がユニークです。このビジネス目線の310ページに及ぶ分析により、市場における多くのサプライズやギャップを明らかにしています。これらはマルチリンガル博士号レベルの IDTechEx のアナリストによる全世界での数年に及ぶ調査に基づいたものです。
IDTechEx report, "Mining Electrification: Vehicles, Generation, Repurposing 2022-2042" is unique in looking at these poorly-covered aspects for 20 years ahead so you can see what is really happening. The commercially-oriented 310-page analysis reveals many surprises and gaps in the market.
Electrification is inevitable, driven by cost, regulations, health, reputation and ever-tougher location and nature of remaining reserves. The unmanned mine has arrived and, to be optimal, it can only be electric. The report explains why faster adoption is possible, giving competitive advantage. Learn how mines often have stronger market drivers and options for electrification than other industries. For example, with emerging technologies described, pit sides, flooded pits, salt caverns, spare mineshafts, mountain quarries and the ocean above sea-floor mining can store or generate required electricity. Sometimes more, creating extra income.
Solar and wind power with energy independence is the mining trend but that means increased energy storage from hours to seasonal. See how mines will incorporate gravity storage, floating solar, caverns for compressed air storage all becoming electricity when needed. The report covers these and other mine-friendly options, with cited examples of excellence. Indeed, mines can transition to full repurposing when they are exhausted - to energy storage and production. Much of the cost of making-good becomes profit from these and other forms of repurposing covered.
The report answers these and other key questions:
- Financial benefits of electrification being under-estimated, leading to wrong decisions?
- Number, cost and market value of mining electric vehicles by type 2022-2042?
- Critical appraisal of electrification activities of over 50 suppliers and mines?
- Roadmap of initiatives, new options and technology progress 2022-2042?
- Benchmarking best practice against other industries that are electrifying?
- New battery vs hybrid vs fuel cell options: size, endurance, usefulness?
- Solar doubles power, new wind power has less dead time: how, when?
- Autonomy of vehicles and generation intimately linked to electrics?
- Scope for consolidation of the mining supplier value chain?
- Scope for vehicle standardisation even beyond mines?
Uniquely, it looks in detail at the next twenty years because many pivotal advances will occur after ten years that need to influence planning and viability calculations now. Think 6G in mines, diesel demise, fuel-cell end-game or doubling the electricity in mining vehicle batteries. Later change of course to incorporate such opportunities is expensive and sometimes even impossible with autonomy linked to electrics and in deep mining.
Sufficient in itself for those with limited time, the Executive Summary and Conclusions takes 47 pages to give the current and future mining situation with interpretation by PhD level, multilingual IDTechEx analysts worldwide. See new transition options - diesel to electric and how mines themselves can profitably transition to other functions well before end-of-life. Examples presented include acting as renewable power sources, grid storage without batteries, low-cost microgrids for chemical production and communities. New data includes industry opinions, patents, technology choices by year, best practice. Forecasts and detailed roadmap uniquely span 2022-2042.
The 42 page Introduction explains the mining mix, capex, valuation and other trends. Then see the choice of electric vehicle powertrains, microgrid architectures, threats to grid supply and escape routes. Learn how leading vehicle suppliers span the commonalities of the construction, agriculture, mining CAM sector. Here are examples of best practice in mining and its electrification with choices and technology maturity plus the emissions task ahead.
Chapter 3, "Mine electrification leading to end-of-life income instead of cost" takes 62 pages to explain options, most of which have never-before appeared in mining reports but represent important future contributions to profit and green credentials. We explain why batteries sit awkwardly in the provision of electricity to mine facilities but new battery-less storage options will excite. See battery-less storage leveraging mine infrastructure both during operation and after mine repurposing. Here are gravity storage in different forms relevant to everything from sea-floor mining to mountain quarries, deep mines and open pit. Here is delayed electricity from compressed or liquid air with the lesser place of supercapacitors and flywheels and how mines can serve in the global storage business quantified here.
Chapter 4, "New toolkit for energy-independent, zero-emission mine power", in 24 pages, explains mining power needs and current solutions. This is set against the full breadth of zero-emission generation options - solar, wind and water. Mining by use of self-produced zero-emission electricity is presented with examples and microgrid architecture explained. Here are new chemistries and formats for solar, wind and water power beating diesel on cost over future years. Diagrams and graphs make it clear.
Chapter 5. "Mining electric vehicle appraisal: 23 manufacturers" covers all sizes of vehicle and critical appraisal of suppliers from across the world. Emphasis is on battery electric vehicles because of their importance but coverage includes hybrids and fuel-cell, a special form of hybrid. It needs 69 pages because latest models, successes and intentions are included.
Chapter 6. "Autonomous and remotely operated mining vehicles in action" is there because electrics gives one tenth of the response time and is intimately compatible with autonomy technology. It takes only 14 pages to introduce everything from robotic giant trucks to remotely-operated underwater inspection robots in mines. IDTechEx has drill-down reports on vehicle autonomy giving technology and predictions in great detail.
Chapter 7 presents 29 pages on "Enabling technologies for mining electric vehicles". Motors, batteries and more are explained with future trends predicted. IDTechEx has deep-dive reports on all these topics.