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1. | EXECUTIVE SUMMARY |
1.1. | An imminent boom in eLCV sales |
1.2. | Light commercial vehicle classification |
1.3. | Continued growth in road freight demand |
1.4. | Electric small vans TCO advantage over diesel |
1.5. | eLCV regional summary |
1.6. | Key global forecast takeaways |
1.7. | Key Regional Forecast takeaways: |
1.8. | LCV global sales (000s units) |
1.9. | eLCV global sales by region (000s units) |
1.10. | eLCV battery requirement forecast by region (GWh) |
1.11. | eLCV market forecast by region ($US Bn) |
2. | INTRODUCTION |
2.1. | Climate change |
2.2. | Global CO2 emission from transport |
2.3. | CO2 emissions from the LCV sector |
2.4. | Urban air quality |
2.5. | Road transport the main source of urban NOx |
2.6. | Global efforts to limit urban road transport emissions |
2.7. | National diesel and petrol vehicle bans |
2.8. | The worldwide freight transport industry |
2.9. | Projected increase in global road freight activity |
2.10. | The rise of e-commerce: increased freight demand |
2.11. | Fuel / emissions regulation for new LCVs |
2.12. | GHG emission from light commercial vehicles |
2.13. | Europe legislating CO2 emission from LCV |
2.14. | The developing electric light commercial vehicle market |
2.15. | The developing electric light commercial vehicle market |
2.16. | Considerations for eLCV adoption |
2.17. | Do electric LCVs offer sufficient range? |
2.18. | An imminent boom in eLCV sales |
2.19. | New eLCV sales (BEV & PHEV), 2005-18 (000s) |
2.20. | eLCV stock (BEV & PHEV), by country, 2005-18 (000s) |
3. | LIGHT COMMERCIAL VEHICLE CLASSIFICATION |
3.1. | Light commercial vehicle classification |
3.2. | Different segments of goods transportation by land |
3.3. | Types of popular on-road truck |
3.4. | LCV fleet description by region |
4. | TCO CONSIDERATIONS FOR ELCV |
4.1. | Environmental goodwill insufficient for uptake of eLCV |
4.2. | TCO considerations for eLCV |
4.3. | Overcoming barriers for low emission technologies |
4.4. | Example: TCO for eLCV (Renault Kangoo) |
4.5. | Example: TCO for eLCV (Nissan e-NV200) |
4.6. | Timeline for TCO parity between diesel and eLCV |
4.7. | When will cost parity be reached? |
4.8. | Electric and diesel LCV cost parity |
5. | ELECTRIC LCVS IN EUROPE |
5.1. | Europe: LCV sales 2018 |
5.2. | European market for LCVs |
5.3. | European in-use LCV fleet and new registrations |
5.4. | New registrations in Europe's six largest LCV fleets |
5.5. | 2018 European Electric LCV Sales |
5.6. | Popular e-LCVs in Europe |
5.7. | Popular e-LCVs in Europe: StreetScooter |
5.8. | Popular e-LCVs in Europe: compact utility vehicles |
5.9. | Future e-LCVs in Europe |
5.10. | Specifications of eLCVs available in Europe |
5.11. | Arrival: Investment from Hyundai Motor Group |
5.12. | Market outlook: national and local policy |
5.13. | Market Outlook: Example Sweden Forecast |
6. | ELECTRIC LCVS IN CHINA |
6.1. | China: Commercial Vehicle Sales 2018 |
6.2. | Chinese Market for Light Commercial Vehicles |
6.3. | China: Electric Special-Purpose Vehicle Sales |
6.4. | Popular Electric Micro-Vans in China |
6.5. | Popular Electric Vans in China |
6.6. | China: Main Battery Suppliers to Chinese Electric LCVs |
6.7. | China: Main Motor Suppliers to Chinese Electric LCVs |
6.8. | Drivers for the electrification of LCVs in China |
6.9. | Drivers for Electrification of LCV Market in China |
6.10. | Market Outlook: China electric LCVs |
7. | ELECTRIC LCVS IN THE US |
7.1. | US: Commercial Van Sales 2018 |
7.2. | US Market for Vans |
7.3. | Popular Electric Vans in the US |
7.4. | Rivian / Amazon electric delivery van |
7.5. | Business to drive electrification of LCV fleet in US? |
8. | ELECTRIC LCVS IN THE ROW |
8.1. | Toyota PROACE |
8.2. | Yamato / DHL StreetScooter |
8.3. | Mitsubishi MiniCab MiEV Van |
8.4. | Hyundai-Kia |
8.5. | Tata Motors Ace |
8.6. | Mahindra eSupro Cargo Van |
8.7. | Maruti Suzuki India Eeco Charge Concept |
8.8. | Ashok Leyland - Too early to move LCV range electric |
8.9. | Croyance Electro 1.T and Electro 2.T |
8.10. | SEA E4V Delivery Van |
9. | KEY ENABLING TECHNOLOGIES |
9.1. | The key enabling technologies are changing |
9.2. | Research reports |
9.3. | Energy storage |
9.4. | Is LiB Capacity sufficient? |
9.5. | More than one type of cell design |
9.6. | Cell, module, and pack |
9.7. | Changes at cell level |
9.8. | Timeline for cell improvements |
9.9. | How do high-power ES variants compare? |
9.10. | Motor technology choices |
9.11. | Technology preference by type of vehicle |
9.12. | Limited 48V opportunity with delivery vans |
9.13. | Ford Transit Custom PHEV |
10. | KEY PLAYER CHANGES IN THE ELECTRIC VAN MARKET |
10.1. | Increasing eLCV sales in Europe |
10.2. | European eLCV market leaders |
10.3. | The end of the road for StreetScooter |
10.4. | Rise of the large eLCV? |
10.5. | Movers: Daimler enter the fray |
10.6. | PHEV LCVs |
10.7. | Vastly increasing eVan model choice |
10.8. | A new arrival |
10.9. | US commercial van sales 2019 |
10.10. | US commercial van market 2019 |
10.11. | Corporate Electric Vehicle Alliance |
10.12. | Ford: Finally an OEM offering an eVan option in the US! |
10.13. | Rivian: Three sizes of delivery van for Amazon |
10.14. | China NEV SPV sales falls in 2019 |
10.15. | Best selling new energy vans in China |
10.16. | Best selling new energy vans in China |
10.17. | Battery suppliers to the Chinese NEV SPV Market |
10.18. | China to support NEV SPV sales in 2nd and 3rd Tier Cities |
10.19. | BAIC EV5 with UV disinfection to counter Covid-19 |
11. | ELCV MARKET FORECASTS 2020-2030 |
11.1. | Assumptions behind the LCV forecasts |
11.2. | Market forecast: Average battery capacity for electric LCV (kWh) in Europe 2020-2030 |
11.3. | Market forecast: Average battery capacity for electric LCV (kWh) in China 2020-2030 |
11.4. | Market forecast: Average battery capacity for electric LCV (kWh) in the North America 2020-2030 |
11.5. | Market forecast: Average battery capacity for electric LCV (kWh) in the ROW 2020-2030 |
11.6. | Global Forecast: LCV Market 2020-2030 |
11.7. | LCV global sales (000s units) |
11.8. | eLCV global sales (000s units) |
11.9. | eLCV global sales by region (000s units) |
11.10. | Global LCV market share forecast for eLCV |
11.11. | Global eLCV total battery requirement 2020-2030 (GWh) |
11.12. | eLCV battery requirement forecast by region (GWh) |
11.13. | LCV (all fuels) market forecast 2020-2030 ($US Bn) |
11.14. | LCV (all fuels) market forecast 2020-2030 by region ($ Bn) |
11.15. | eLCV market forecast 2020-2030 ($US Bn) |
11.16. | eLCV market forecast by region ($US Bn) |
11.17. | Forecast eLCV share of total LCV market revenue |
11.18. | Europe Forecast: LCV Market 2020-2030 |
11.19. | Europe LCV sales (000s units) |
11.20. | Europe eLCV sales (000s units) |
11.21. | Europe LCV market share forecast for eLCV |
11.22. | Europe eLCV total battery requirement 2020-2030 (GWh) |
11.23. | Europe eLCV market forecast 2020-2030 ($US Bn) |
11.24. | Forecast eLCV share of total Europe LCV market revenue |
11.25. | China Forecast: LCV Market 2020-2030 |
11.26. | China LCV sales (000s units) |
11.27. | China eLCV sales (000s units) |
11.28. | China LCV market share forecast for eLCV |
11.29. | China eLCV total battery requirement 2020-2030 (GWh) |
11.30. | China eLCV market forecast 2020-2030 ($US Bn) |
11.31. | Forecast eLCV share of total China LCV market revenue |
11.32. | North America Forecast: LCV Market 2020-2030 |
11.33. | North America (NA) LCV sales (000s units) |
11.34. | NA eLCV sales (000s units) |
11.35. | NA LCV market share forecast for eLCV |
11.36. | NA eLCV total battery requirement 2020-2030 (GWh) |
11.37. | NA eLCV market forecast 2020-2030 ($US Bn) |
11.38. | Forecast eLCV share of total NA LCV market revenue |
11.39. | ROW Forecast: LCV Market 2020-2030 |
11.40. | ROW LCV sales (000s units) |
11.41. | ROW eLCV sales (000s units) |
11.42. | ROW LCV market share forecast for eLCV |
11.43. | ROW eLCV total battery requirement 2020-2030 (GWh) |
11.44. | ROW eLCV market forecast 2020-2030 ($US Bn) |
11.45. | Forecast eLCV share of total ROW LCV market revenue |
11.46. | EU+EFTA Sales Forecast: eLCV market 2020-2030, by county, for markets greater than 25,000 LCV units p.a. |
11.47. | Austria eLCV sales and market penetration forecast |
11.48. | Belgium eLCV sales and market penetration forecast |
11.49. | Denmark eLCV sales and market penetration forecast |
11.50. | France eLCV sales and market penetration forecast |
11.51. | Germany eLCV sales and market penetration forecast |
11.52. | Ireland eLCV sales and market penetration forecast |
11.53. | Italy eLCV sales and market penetration forecast |
11.54. | Netherlands eLCV sales and market penetration forecast |
11.55. | Poland eLCV sales and market penetration forecast |
11.56. | Portugal eLCV sales and market penetration forecast |
11.57. | Spain eLCV sales and market penetration forecast |
11.58. | Sweden eLCV sales and market penetration forecast |
11.59. | UK eLCV sales and market penetration forecast |
11.60. | Norway eLCV sales and market penetration forecast |
11.61. | Switzerland eLCV sales and market penetration forecast |
11.62. | Europe Forecast: eLCV Market 2020-2040 For France, UK and Germany |
11.63. | France eLCV penetration and sales, pathway to 2040 |
11.64. | UK eLCV penetration and sales, pathway to 2040 |
11.65. | Germany eLCV penetration and sales, pathway to 2040 |
Slides | 211 |
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Forecasts to | 2030 |