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1. | EXECUTIVE SUMMARY AND CONCLUSIONS |
1.1. | Purpose and scope of this report |
1.2. | Where we are headed |
1.2.1. | Overview |
1.2.2. | Other drivers of electrification |
1.3. | Construction site of the future: electric vehicles/ robots charged by movable zero gensets |
1.4. | Farm of the future: robots and drones charge from on-board solar and mobile "zero gensets" |
1.5. | Types of mine |
1.6. | Open pit (open cast) all electric mine of the future |
1.6.1. | No more haul trucks climbing the sides? |
1.6.2. | Mine of the future: electric land and air vehicles charging from zero emission mine microgrids |
1.7. | Progress towards the end game: all electric CAM vehicles |
1.7.1. | Overview |
1.7.2. | Electric vehicles compared to non-electric vehicles |
1.7.3. | Full hybrid vehicle |
1.7.4. | Pure electric vehicle |
1.8. | Major suppliers' coverage across CAM electric vehicles |
1.9. | Supplier appraisal Caterpillar |
1.10. | Supplier appraisal Komatsu |
1.11. | Revenues of top agricultural equipment companies |
1.12. | CAM electric vehicle value market share $ billion in 2019 and EV CAM $ billion 2029 |
1.13. | Market forecasts |
1.13.1. | Market forecasts - number (thousand) |
1.13.2. | Market forecasts - unit price (US$ thousand) |
1.13.3. | Market forecasts - market value (US$ billion) |
1.14. | Market forecasts for construction, agriculture and mining electric vehicles 2019-2029 |
1.14.1. | Number of CAM electric vehicles 2019-2029 |
1.14.2. | Market value of CAM electric vehicles 2019-2029 |
1.14.3. | Market value of CAM electric vehicles 2019 and 2029 |
1.14.4. | Number of CAM electric vehicles 2019-2029 - all categories |
1.14.5. | Unit price of CAM electric vehicles 2019-2029 - all categories |
1.14.6. | Market value of CAM electric vehicles 2019-2029 - all categories |
1.15. | CAM vehicle market outlook |
1.16. | Patent analysis |
2. | INTRODUCTION |
2.1. | Here come mines and agriculture electrified then unmanned |
2.2. | Goldcorp Chapleau all electric mine |
2.3. | Issues driving the agricultural vehicle revolution |
2.3.1. | Growing population and growing demand for food |
2.3.2. | Major crop yields are plateauing |
2.3.3. | Aging farmer population |
2.3.4. | Greenhouse and local emissions in agriculture |
2.3.5. | Emission push for pure electric equipment |
2.4. | Robots attract as farming wages rise and micro-faring arrives |
2.5. | Towards ultra precision agriculture: variable rate technology |
2.6. | Transition towards to swarms of small, slow, cheap robots |
2.7. | Ultra Precision farming will cause upheaval in the farming value chain |
2.8. | Agricultural robotics and ultra precision = value chain upheaval |
2.9. | Business models between RaaS and equipment sales |
2.10. | CAM EVs past and present |
2.10.1. | History of electrification |
2.10.2. | CAM EV examples today |
2.10.3. | Equipment definitions: market player landscape |
2.10.4. | Some recent industry announcements |
2.11. | Powertrain trends |
2.12. | Epiroc: view from the industry |
3. | CONSTRUCTION |
3.1. | Drones in construction |
3.2. | Overview |
3.2.1. | Pure electric or hybrid construction excavators? |
3.3. | Mini excavators |
3.3.1. | Mini excavator market shares |
3.3.2. | Caterpillar |
3.3.3. | JCB |
3.3.4. | Mecalac: Dana |
3.3.5. | Takeuchi |
3.3.6. | Verkooyen Machines BV |
3.3.7. | Volvo Construction Equipment |
3.3.8. | Wacker Neuson |
3.3.9. | Yanmar |
3.4. | Hybrid mainstream excavators |
3.4.1. | Overview |
3.4.2. | Caterpillar |
3.4.3. | Hitachi |
3.4.4. | Komatsu |
3.4.5. | NASATA |
3.5. | Other construction EVs: loaders, dumpers etc. |
3.5.1. | Ausa |
3.5.2. | Avant Tecno |
3.5.3. | Huddig |
3.5.4. | John Deere, Oerlikon |
3.5.5. | Kramer- werke |
3.5.6. | Volvo CE |
3.5.7. | Wacker Neuson |
4. | AGRICULTURE |
4.1. | Transition to swarms of small, slow, cheap robots |
4.2. | Market and technology readiness by agricultural activity |
4.3. | Market and technology readiness by agricultural activity |
4.4. | Technology progression |
4.4.1. | Driverless autonomous large tractors |
4.4.2. | Autonomous, ultra precision weeding |
4.4.3. | Robotic fresh fruit harvesting |
4.4.4. | Electrification of tractors |
4.5. | Tractors |
4.5.1. | AGCO (Fendt) |
4.5.2. | Autonxt |
4.5.3. | Belarus Tractors |
4.5.4. | CNH |
4.5.5. | Farmtrac |
4.5.6. | John Deere |
4.5.7. | Kubota |
4.5.8. | Mahindra |
4.5.9. | STW |
4.6. | Planters |
4.6.1. | AGCO (Fendt) |
5. | MINING |
5.1. | Mining by use of self-produced zero emission electricity |
5.2. | Future of quarrying |
5.3. | Underground mining |
5.4. | Some electrification timelines and models involved |
5.5. | Mining EV manufacturers by type and maturity |
5.6. | EVs in operation by mine: examples |
5.7. | Electric vehicle models |
5.8. | Mining: equipment application |
5.9. | Artisan Vehicle Systems |
5.10. | Atlas Copco |
5.11. | BYD |
5.12. | Caterpillar |
5.13. | GE |
5.14. | Hitachi |
5.15. | Komatsu Joy Global |
5.16. | Kuhn Schweiz AG - Komatsu |
5.17. | Maclean Engineering |
5.18. | Partisan Motors |
5.19. | Sandvik |
6. | ENABLING TECHNOLOGIES |
6.1. | Mine power and tools reinvented |
6.2. | Four key EV enabling technologies |
6.3. | New options for making zero emission power for CAM sites |
6.4. | Next toolkit for zero emission gensets: relocatable, much less intermittent |
6.5. | Energy storage |
6.5.1. | Comparison of specific energy and energy density |
6.5.2. | Battery requirements for industrial electric vehicles |
6.5.3. | Advantages of Li-ion batteries |
6.5.4. | Disadvantages of Li-ion batteries |
6.5.5. | Li-ion battery manufacturers by location |
6.5.6. | Forecast of Li-ion battery cost (industrial) $/kWh) |
6.5.7. | Battery packs |
6.5.8. | BYD |
6.5.9. | Microvast |
6.5.10. | Battery packs - Akasol |
6.5.11. | Battery Packs - Lithium storage GmbH |
6.5.12. | Battery Packs - Saminco |
6.6. | Traction motors |
6.6.1. | Dana including TM4 |
6.6.2. | Visedo Oy |
6.6.3. | Saminco |
6.6.4. | Siemens |
7. | APPENDIX - DIESEL MAKERS GO ELECTRIC |
Slides | 180 |
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Forecasts to | 2029 |