1. | EXECUTIVE SUMMARY |
1.1. | Battery Electric and Hydrogen-Powered Airplane Key Takeaways |
1.2. | Aircraft Types Covered in this Report |
1.3. | Aircraft Type Summary - Private and General Aviation |
1.4. | Aircraft Type Summary - Business Jet |
1.5. | Aircraft Type Summary - Commercial Airliner |
1.6. | Overview of Plane Types Energy and Power Requirements |
1.7. | Batteries are too Heavy for Larger Planes... |
1.8. | ...But Hydrogen is too Light |
1.9. | Full Electric Aircraft SWOT |
1.10. | Hydrogen Fuel Cell SWOT |
1.11. | Hydrogen Combustion SWOT |
1.12. | SAF Will Have a Key Role - Key Takeaways for SAF |
1.13. | Converting a Commercial Airliner to Battery Electric |
1.14. | Building A Hydrogen Variant of a Commercial Airliner- Impact on Range - Airbus A321neo |
1.15. | Useful Ranges of Hydrogen and Battery Electric Aircraft |
1.16. | Hydrogen Needs to Come from the Right Source to be Carbon Neutral... |
1.17. | But Electric Planes can be Carbon Neutral Regardless of the Grid |
1.18. | Fuel Cell vs Hydrogen Jet Engines |
1.19. | Typical Airplane Engines |
1.20. | Motors are Power Dense Enough to Replace Airplane Engines but not Powerful Enough for the Largest Planes |
1.21. | Battery Electric Airplane Sales Forecast - 2021 to 2045 |
1.22. | Hydrogen Airplane Sales Forecast - 2021 to 2045 |
1.23. | Adoption of Battery Electric and Hydrogen Power in the Airplane Market Forecast - 2021 to 2045 |
1.24. | Adoption of Battery Electric and Hydrogen Power in Commercial Narrow-Bodies Forecast - 2021 to 2045 |
1.25. | Revenue From Battery Electric, Hydrogen, and ICE Planes Forecast - 2021 to 2045 |
1.26. | Battery Demand (GWh) From Battery Electric Planes Forecast - 2021 to 2045 |
1.27. | Electric Motor Demand (GWp) From Battery Electric and Hydrogen Planes Forecast - 2021 to 2045 |
2. | INTRODUCTION |
2.1. | Aircraft Types Covered in this Report |
2.2. | Aircraft Type Summary - Private and General Aviation |
2.3. | General Aviation Market Overview |
2.4. | Aircraft Type Summary - Business Jet |
2.5. | Business Jet Market Overview |
2.6. | Aircraft Type Summary - Commercial Airliner |
2.7. | Commercial Airplane Market Overview |
2.8. | Established Supply Chain Mapping |
2.9. | Biggest OEMs in Aerospace |
2.10. | The Big four Engine Companies |
2.11. | OEM and Engine Mapping by Industry |
2.12. | Engine Manufacturers by Engine Type |
2.13. | Start-up Mapping |
2.14. | Start-up Funding Over Time |
2.15. | Start-up Funding Leading Players |
2.16. | Aviation's Contribution to Global Green House Gas Emissions |
3. | ELECTRIC AND HYBRID TECHNOLOGIES |
3.1. | Full Electric Aircraft |
3.2. | Issues With Weight - Part 1 |
3.3. | Issues With Weight - Part 2 |
3.4. | Small Plane Electrification Case Study - Opportunities |
3.5. | Single Engine Plane Electrification Case Study - Existing Models |
3.6. | Electric Training Plane TCO Assumptions |
3.7. | Electric Training Plane TCO Analysis |
3.8. | Electric Training Plane TCO Analysis - US$500/kWh battery |
3.9. | Electric Training Plane TCO Analysis- Carbon Analysis |
3.10. | Piper PA-28-181 Electric Conversion Kit |
3.11. | Single Engine Plane Electrification Case Study - Retrofitting Introduction |
3.12. | Single Engine Plane Electrification Case Study - Characterization |
3.13. | Single Engine Plane Electrification Case Study - Retrofitting Example |
3.14. | Single Engine Plane Electrification Case Study - Retrofitting Analysis |
3.15. | Single Engine Plane Electrification Case Study - Retrofitting Economics |
3.16. | Single Engine Plane Electrification Case Study - TCO |
3.17. | Single Engine Plane Electrification Case Study - TCO Analysis |
3.18. | Electric Conversion Analysis of 20 SEFW planes - Range |
3.19. | Electric Conversion Analysis of 20 SEFW planes - Endurance |
3.20. | Single Engine Plane Electrification Case Study - Carbon Analysis |
3.21. | Single Engine Plane Electrification Case Study - Summary |
3.22. | Multi-Engine Plane Electrification Case Study - Size Characteristics |
3.23. | Multi-Engine Plane Electrification Case Study - Engine Characteristics |
3.24. | Multi-Engine Plane Electrification Case Study - Engine Characteristics |
3.25. | Multi-Engine Small Plane Case Study - Retrofitting/Conversion Method |
3.26. | Multi-Engine Small Plane Case Study - Retrofitting/Conversion Analysis |
3.27. | Multi-Engine Small Plane Case Study - Retrofit TCO for Recreational Use Assumptions |
3.28. | Multi-Engine Small Plane Case Study - Retrofit TCO for Recreational Use Analysis |
3.29. | Multi-Engine Small Plane Case Study - Retrofit TCO for Commercial Use |
3.30. | How Battery Price and Longevity Impact TCO for a Small MEFW |
3.31. | Electric Conversion Analysis of 26 MEFW planes - Range |
3.32. | Electric Conversion Analysis of 26 MEFW planes - Endurance |
3.33. | Multi-Engine Small Plane Electrification Case Study - Carbon Analysis |
3.34. | MEFW Business Jet Electrification Case Study - Intro |
3.35. | MEFW Business Jet Electrification Case Study - Gulfstream G650 Electrification Example |
3.36. | MEFW Business Jet Electrification Case Study - Gulfstream G650 Electrification Example Analysis |
3.37. | MEFW Business Jet Electrification Case Study - Usage (1) |
3.38. | MEFW Business Jet Electrification Case Study - Usage (2) |
3.39. | Electric Business Aircraft in Embraer's Long-Term Plan |
3.40. | Commercial Airliner Electrification Case Study - Introduction |
3.41. | Commercial Airliner Electrification - Boeing 737 Max Hypothetical Example |
3.42. | Commercial Airliner Electrification - Boeing 737 Max Hypothetical Example Analysis |
3.43. | Commercial Airliner Electrification - Boeing 777 Hypothetical Example |
3.44. | Commercial Airliner Electrification - Boeing 777 Hypothetical Example Analysis |
3.45. | Commercial Airliner Electrification - Boeing 777 Max Hypothetical Example Total Cost of Ownership |
3.46. | Commercial Airliner Electrification - Boeing 777 Max Hypothetical Example Total Cost of Ownership Analysis |
3.47. | Commercial Airliner Electrification - Potential Routes for an Electric Boeing 777 in the US. |
3.48. | Commercial Airliner Electrification - Specific Routes that Could be Electrified |
3.49. | The Impossible Challenge of Charging an Electric Commercial Airliner |
3.50. | Commercial Airliner Electrification - Carbon Analysis, Single Boeing 777 Hourly Saving |
3.51. | Double- or Single-Isle Planes for Electrification? |
3.52. | Multi-Engine Plane Electrification Case Study - Summary |
3.53. | Key Commercial Airliner Player Roadmaps for Electrification |
3.54. | Commercial Airliner Electrification to be Led by Start-Ups Like Wright Electric (1) |
3.55. | Commercial Airliner Electrification to be Led by Start-Ups Like Wright Electric (2) |
3.56. | Commercial Airliner Electrification to be Led by Start-Ups Like Elysian |
3.57. | Can Elysian or Wright Electric be the Teslas of Aviation? |
3.58. | Options for Electric Architectures |
3.59. | How Hybrid Works During Flight |
3.60. | Airbus's Abandoned E-Fan X Project |
3.61. | Challenges with Hybridization According to Airbus |
3.62. | Suppliers Are Working on Hybrid Products |
3.63. | Hybrid Power Is Not Just for Large Planes |
3.64. | Daher Aiming for a Commercial Hybrid GA Product by 2027 |
3.65. | Aura Aero Electric Regional Aircraft (ERA) With More than 1,600km Range |
3.66. | Heart Aerospace - Hybrid Now but Progressively Electrifying |
3.67. | Visual Comparison Before and After Hearts Approach Change |
3.68. | Heart Aerospace Preparing for Take-Off in 2028 |
3.69. | EPFD - A Key Hybrid Flight Project from Industry Leaders |
3.70. | Table of Electric and Hybrid CTOL Start-Ups |
3.71. | Table of Electric and Hybrid CTOL Planes |
3.72. | Key Take Aways of Electric & Hybrid Aviation |
4. | HYDROGEN FUEL CELL & HYDROGEN COMBUSTION |
4.1.1. | Hydrogen Fuel Cell SWOT |
4.1.2. | Hydrogen Combustion SWOT |
4.2. | Introduction to Hydrogen |
4.2.1. | The Hydrogen Economy |
4.2.2. | The Colours of Hydrogen |
4.2.3. | System Efficiency Between BEVs and FCEVs |
4.2.4. | What are fuel cells? |
4.2.5. | Types of fuel cells |
4.2.6. | Comparison of fuel cell technologies |
4.2.7. | Overview of PEMFCs |
4.2.8. | PEMFCs for Aviation |
4.2.9. | Combustion Versus Fuel Cell for Hydrogen |
4.2.10. | Hydrogen's Volumetric Density Issues |
4.2.11. | Gravimetric and Volumetric Energy Densities |
4.3. | Hydrogen SEFW Case Study |
4.3.1. | Building A Hydrogen Variant of an SEFW - Introduction |
4.3.2. | Building A Hydrogen Variant of an SEFW - Weight and Volume Considerations |
4.3.3. | Building A Hydrogen Variant of an SEFW - Impact on Range |
4.3.4. | Building A Hydrogen Variant of an SEFW - Total Cost of Ownership Assumptions |
4.3.5. | Building A Hydrogen Variant of an SEFW - Total Cost of Ownership (1) |
4.3.6. | Building A Hydrogen Variant of an SEFW - Total Cost of Ownership (2) |
4.3.7. | Building A Hydrogen Variant of an SEFW - Carbon |
4.3.8. | Building A Hydrogen Variant of an SEFW - Market Example - Blue Spirit Aero |
4.3.9. | Building A Hydrogen Variant of an SEFW - Market Example - Deltahawk |
4.4. | Hydrogen Commercial Airliner Case Study |
4.4.1. | Building a Hydrogen Variant of a Commercial Airliner - Introduction |
4.4.2. | Building a Hydrogen Variant of a Commercial Airliner - Weight and Volume Considerations - Airbus A321neo |
4.4.3. | Building a Hydrogen Variant of a Commercial Airliner - Weight and Volume Analysis - Airbus A321neo |
4.4.4. | Building a Hydrogen Variant of a Commercial Airliner - Weight and Volume Analysis - Boeing 777-9 |
4.4.5. | Building a Hydrogen Variant of a Commercial Airliner- Impact on Range - Airbus A321neo |
4.4.6. | Building a Hydrogen Variant of a Commercial Airliner- Impact on Range - Airbus Boeing 777-9 |
4.4.7. | Useful Ranges of Hydrogen Aircraft |
4.4.8. | Critical Target Routes for Hydrogen Conversion |
4.4.9. | Building a Hydrogen Variant of a Commercial Airliner- Total Cost of Ownership Assumptions - Airbus A321neo |
4.4.10. | Building a Hydrogen Variant of a Commercial Airliner- Total Cost of Ownership (1) - Airbus A321neo |
4.4.11. | Building a Hydrogen Variant of a Commercial Airliner- Total Cost of Ownership (2) - Airbus A321neo |
4.4.12. | Building a Hydrogen Variant of a Commercial Airliner- Total Cost of Ownership Assumptions - Boeing 777-9 |
4.4.13. | Building a Hydrogen Variant of a Commercial Airliner- Total Cost of Ownership (1) - Boeing 777-9 |
4.4.14. | Building a Hydrogen Variant of a Commercial Airliner- Total Cost of Ownership (2) - Boeing 777-9 |
4.4.15. | Building a Hydrogen Variant of a Commercial Airliner- Carbon - Airbus A321 |
4.4.16. | Building a Hydrogen Variant of a Commercial Airliner- Carbon - Boeing 777-9 |
4.4.17. | Airbus's ZEROe Concepts |
4.4.18. | Universal Hydrogen Go Bust After Raising US$100 Million in Funding |
4.4.19. | US$300 Million in Funding Makes ZeroAvia One to Watch |
4.4.20. | ZeroAvia's Product Timeline Out to 2040 |
4.4.21. | Electric Aviation Group and the H2ERA |
4.4.22. | CFM and Airbus Working Towards Hydrogen Combustion in 2035 |
4.4.23. | Hydrogen storage |
4.4.24. | Honeywell Project NEWBORN - Fuel Cells for Aviation |
4.4.25. | Key Takeaways of Hydrogen Aircraft |
5. | SUSTAINABLE AVIATION FUEL (SAF) MARKET & PLAYERS |
5.1. | Current State of the Aviation Industry |
5.2. | Overview of Feedstocks for SAF |
5.3. | Jet Fuel Composition & Types |
5.4. | SAF as a Drop-In Replacement for Jet A-1 |
5.5. | Jet Fuel Price Action 2020-2024 |
5.6. | Government Targets & Mandates for SAF |
5.7. | Government Targets & Mandates for SAF - Focus on EU & UK |
5.8. | Government Incentives for SAF Producers |
5.9. | Overview of SAF Commitments by Passenger & Cargo Airlines |
5.10. | Major Passenger Airline Commitments & Activities in SAF |
5.11. | Major Passenger Airline Commitments & Activities in SAF |
5.12. | Major Cargo Airline Commitments & Activities in SAF |
5.13. | SAF Alliances & Industry Initiatives |
5.14. | Summary of Key Market Drivers for SAF |
5.15. | Main SAF Production Pathways |
5.16. | Bio-SAF vs e-SAF - the Two Main Pathways to SAF |
5.17. | ASTM-Approved Production Pathways |
5.18. | HEFA-SPK Producer Case Study - Neste |
5.19. | Gasification-FT bio-SAF Project Case Study - Altalto Immingham |
5.20. | ATJ Project Case Study |
5.21. | e-SAF Project Case Study - Norsk e-Fuel |
5.22. | Production Technology Providers Targeting SAF Market |
5.23. | Production Technology Providers Targeting SAF Market |
5.24. | Production Technology Providers Targeting SAF Market |
5.25. | SAF Project Developers by Production Technology |
5.26. | Fulcrum BioEnergy - a Failed SAF Producer |
5.27. | Other Cancelled SAF Projects & Reasons for Failure |
5.28. | SAF Prices - a Key Issue Holding Back Adoption |
5.29. | Who Will Pay for the Green Premium of SAF? |
5.30. | Key Drivers and Challenges for SAF Cost Reduction |
5.31. | SAF Production Capacities |
5.32. | Key Takeaways and Outlook on SAF |
6. | BATTERIES FOR PLANES |
6.1.1. | The Biggest Bottleneck in Electric Aviation |
6.2. | Off-the-shelf Options |
6.2.1. | Introduction to Turnkey Battery Pack Suppliers and Key Takeaways |
6.2.2. | Off the Shelf Pack Suppliers and their Offerings - North America |
6.2.3. | Off the Shelf Pack Suppliers and their Offerings - Europe (1) |
6.2.4. | Off the Shelf Pack Off the Shelf Pack Suppliers and their Offerings - Europe (2) |
6.2.5. | Off the Shelf Pack Suppliers and their Offerings - China |
6.2.6. | Off the Shelf Pack Suppliers and their Offerings - Other |
6.2.7. | Off The Shelf Packs - Cycle Life vs Energy Density for Different Chemistries |
6.3. | Future Options for Batteries |
6.3.1. | The Key Differences Between Different Battery Technologies |
6.3.2. | Electrochemistry Definitions 1 |
6.3.3. | Electrochemistry Definitions 2 |
6.3.4. | Lithium Battery Chemistries |
6.3.5. | The Promise of Silicon |
6.3.6. | Value Proposition of High Silicon Content Anodes |
6.3.7. | The Reality of Silicon |
6.4. | Examples from Start-ups |
6.4.1. | Ionblox - Pure Silicon Anode Cells for Aviation |
6.4.2. | Amprius - Silicon Nanowires |
6.4.3. | H55 - Building a Practical Battery Pack for Electric Aviation Today |
6.4.4. | Wright Electric - A Different Approach to Batteries |
6.4.5. | Key Takeaways from Batteries |
7. | ELECTRIC MOTORS FOR ELECTRIC PROPELLED AIRPLANES |
7.1.1. | eCTOL Motor / Powertrain Requirements |
7.1.2. | Overview of Plane Types Energy and Power Requirements |
7.1.3. | Typical Airplane Engines |
7.1.4. | Airplane Engines Power and Weight |
7.1.5. | Turbofan Power Estimations |
7.1.6. | Electric Motors and Distributed Electric Propulsion |
7.1.7. | Challenges in Building a 100MW Electric Propulsion Unit |
7.2. | Electric Motors for Aviation: Players |
7.2.1. | H3X is Building MW Scale Motors for Commercial Airplane Applications |
7.2.2. | Evolito is Pursuing Axial Flux for Aviation Applications |
7.2.3. | Duxion is Reinventing the Motor to Replace Turbofans |
7.2.4. | Wright Electric's High Power-to-Weight Motor |
7.2.5. | magniX |
7.2.6. | Ascendance |
7.2.7. | Collins - Aerospace Suppliers Working on Motor Products |
7.2.8. | SAFRAN - Aerospace Suppliers Working on Motor Products |
7.2.9. | EMRAX |
7.2.10. | MAGicALL |
7.2.11. | Nidec Aerospace |
7.2.12. | Rolls-Royce / Siemens |
7.2.13. | Rolls-Royce / Siemens |
7.2.14. | Other Player Examples |
7.2.15. | Power Density Comparison: Motors for Aviation |
7.2.16. | Torque Density Comparison: Motors for Aviation |
7.2.17. | Key Takeaways from Electric Motors |
8. | FORECASTS |
8.1. | Forecast Segmentation |
8.2. | Forecasting Method |
8.3. | Real World Examples of S-Curve |
8.4. | Maximum Adoption of Electric and Hydrogen Commercial Airliners |
8.5. | Key Assumptions |
8.6. | Key Assumption - Notes |
8.7. | Airplane Addressable Market Forecast - 2021 to 2045 |
8.8. | Battery Electric Airplane Sales Forecast - 2021 to 2045 |
8.9. | Hydrogen Airplane Sales Forecast - 2021 to 2045 |
8.10. | Adoption of Battery Electric and Hydrogen Power in the Airplane Market Forecast - 2021 to 2045 |
8.11. | Adoption of Battery Electric and Hydrogen Power in GA Forecast - 2021 to 2045 |
8.12. | Adoption of Battery Electric and Hydrogen Power in Business Jets Forecast - 2021 to 2045 |
8.13. | Adoption of Battery Electric and Hydrogen Power in Small Commercial Narrow-Bodies Forecast - 2021 to 2045 |
8.14. | Adoption of Battery Electric and Hydrogen Power in Commercial Narrow-Bodies Forecast - 2021 to 2045 |
8.15. | Adoption of Battery Electric and Hydrogen Power in Commercial Wide-Bodies Forecast - 2021 to 2045 |
8.16. | Revenue From Battery Electric Planes Forecast - 2021 to 2045 |
8.17. | Revenue From Hydrogen Planes Forecast - 2021 to 2045 |
8.18. | Revenue From Battery Electric, Hydrogen, and ICE Planes Forecast - 2021 to 2045 |
8.19. | Battery Demand (MWh) From Battery Electric Planes Forecast - 2021 to 2045 |
8.20. | Electric Motor Demand (GWp) From Battery Electric and Hydrogen Planes Forecast - 2021 to 2045 |