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1. | EXECUTIVE SUMMARY AND CONCLUSIONS |
1.1. | Global outlook for electric vehicles |
1.2. | Passenger cars - unit forecast |
1.3. | Passenger cars - market value and battery capacity |
1.4. | Buses - unit forecast |
1.5. | Buses - market value and battery capacity |
1.6. | Light, medium, and heavy duty trucks - unit forecast |
1.7. | Light, medium, and heavy duty trucks - market value and battery capacity |
1.8. | Micro-EVs - unit forecast |
1.9. | Micro-EVs - market value and battery capacity |
1.10. | Construction, Agriculture, and Mining - unit forecast |
1.11. | Construction, Agriculture, and Mining - market value and battery capacity |
1.12. | Electric aircraft - unit forecast |
1.13. | Electric aircraft - market value and battery capacity |
1.14. | Marine - unit forecast |
1.15. | Marine - market value and battery capacity |
2. | INTRODUCTION |
2.1. | Useful EV definitions |
2.2. | EV patent analysis: battery or fuel cell? |
2.3. | Pure electric vehicle adoption: small vehicles cost effective first |
2.4. | EV powertrains and technology |
2.5. | How ten key enabling technologies will improve to serve primary needs |
2.6. | Timeline for lithium-ion battery performance |
3. | CARS |
3.1. | 2017 peak car? |
3.2. | Why did car sales decline in China? |
3.3. | Differences in short-term and long-term 'peak car' |
3.4. | The global race for electric cars amid peak car |
3.5. | Data table - plug-in electric car forecast by country |
3.6. | The big three plug-in car markets |
3.7. | China's new energy vehicles 2015-2019 |
3.8. | China incentives |
3.9. | China's fragmented market |
3.10. | US sales grow with Tesla |
3.11. | Europe: moving from carrot to stick |
3.12. | Concentration of electric car sales |
3.13. | Comparison of popular electric car models |
3.14. | EV emissions less in most parts of world |
3.15. | Diminishing opportunities for fuel cells |
3.16. | Historic growth of fuel cell cars |
4. | BUSES |
4.1. | Summary |
4.2. | Why adopt electric buses? |
4.3. | Buses population worldwide by types 2025 |
4.4. | New types of electric bus: autonomous, not competing with conventional buses |
4.5. | Drivers and timing of bus electrification |
4.6. | Benefits of pure electric bus powertrains and to some extent hybrid |
4.7. | Electric bus leadership: focus on pure electric now |
4.8. | China buses go global: cost advantages |
4.9. | How China cost advantage facilitates market share |
4.10. | Electric bus key market events 2020-2040 |
4.11. | Pure electric bus delivery completion dates examples 2020-2040 |
4.12. | Predicting the electric bus killer blow of lower up-front price by type 2020-2040 |
5. | LIGHT COMMERCIAL VEHICLE |
5.1. | An imminent boom in eLCV sales |
5.2. | Light commercial vehicle classification |
5.3. | Continued growth in road freight demand |
5.4. | Electric small vans TCO advantage over diesel |
5.5. | Electric and diesel LCV cost parity |
5.6. | eLCV regional summary |
5.7. | Key global forecast takeaways |
5.8. | Key regional forecast takeaways |
6. | TRUCKS |
6.1. | Why electric trucks? |
6.2. | Continued growth in road freight demand |
6.3. | Global CO2 emission: medium & heavy duty trucks |
6.4. | Range of zero emission medium and heavy trucks |
6.5. | Heavy-duty: BEV or fuel cell? |
6.6. | Main truck brands in Europe |
6.7. | Main truck brands in the US |
6.8. | Main truck brands in China |
6.9. | Key global forecast takeaways |
6.10. | Key regional forecast takeaways |
7. | CONSTRUCTION, AGRICULTURE AND MINING |
7.1. | Summary |
7.2. | Market drivers |
7.3. | Construction site of the future: electric vehicles/ robots charged by movable zero gensets |
7.4. | Farm of the future: robots and drones charge from on-board solar and mobile "zero gensets" |
7.5. | Mine of the future: electric land and air vehicles charging from zero emission mine microgrids |
7.6. | Pure electric mining vehicle |
7.7. | Why we need pure electric and hybrid mining vehicles |
7.8. | Progress towards the end game: all electric CAM vehicles |
7.9. | CAM electric vehicle value market share % in 2020 and EV CAM % 2030 |
7.10. | Major suppliers' coverage across CAM electric vehicles |
7.11. | Revenues of top agricultural equipment companies |
7.12. | CAM EV market outlook: examples hybrid vs pure electric |
8. | MICRO-EVS |
8.1. | What is micro-mobility? |
8.2. | Micro-mobility: dominant in Asia |
8.3. | Electric two-wheelers - introduction |
8.4. | The two-wheeler narrative - regional distribution |
8.5. | Europe is a growing market for e-bikes |
8.6. | Why e-bikes are popular |
8.7. | 'e-bike' can mean different things |
8.8. | Regulations vary across the world |
8.9. | Production of electric two wheelers in China |
8.10. | Last-mile travel important in India |
8.11. | India market recovering, still reliant on subsidies |
8.12. | What is an e-motorcycle? |
8.13. | Historic motorcycle sales: EU and US |
8.14. | Major players going electric in India? |
8.15. | Key emerging motorcycle players |
9. | AIRCRAFT |
9.1. | Summary |
9.2. | Why go electric for crewed electric aircraft? |
9.3. | Major challenges associated with crewed electric aircraft |
9.4. | More electric aircraft |
9.5. | Categorisation of manned electric aircraft |
9.6. | Model analysis - anticipated range |
9.7. | Current short and medium-range addressable market |
9.8. | Current long-range addressable market |
9.9. | List of some key players and models by categorisation |
9.10. | Regulatory barriers and legislative drivers |
9.11. | Drones - widening uses and types |
9.12. | Large expenditure on high altitude drones |
10. | MARINE |
10.1. | Electric boats and ships: a long history? |
10.2. | Marine market segments |
10.3. | Torqeedo inboards and outboards |
10.4. | Key growth market: C&I vessels |
10.5. | Focus of emissions regulation |
10.6. | Emission Control Areas (ECA) |
10.7. | Unprecedented global cap on sulphur |
10.8. | World's first pure electric container ship |
10.9. | Huge rise in CO2 emissions from shipping forecast |
10.10. | Analysis of regulatory developments |
10.11. | Battery deployment in boats and ships |
10.12. | Crossover with the auto industry |
11. | TECHNOLOGIES |
11.1. | Batteries |
11.2. | Supercapacitors |
11.3. | Motors |
11.4. | Power electronics |
11.5. | Energy harvesting |
11.6. | Thermal management and fire protection - battery packs |
12. | AUTONOMY TECHNOLOGY |
12.1. | Overview |
12.2. | Lidars |
12.3. | Radars |
12.4. | AI software and computing platform |
12.5. | High-definition (HD) map |
Slides | 327 |
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Forecasts to | 2030 |