| 1. | EXECUTIVE SUMMARY |
| 1.1. | Key report findings |
| 1.2. | Key advantages and drivers for off-highway electrification |
| 1.3. | Key barriers and challenges for off-highway electrification |
| 1.4. | Electrification drivers differ between off-highway segments |
| 1.5. | Construction machines overview |
| 1.6. | Key agriculture machines for electrification |
| 1.7. | Key agriculture machines for electrification |
| 1.8. | Off-highway machine benchmarking: Battery size |
| 1.9. | Off-highway machine benchmarking: Voltage |
| 1.10. | Machine size impacts battery chemistry selection |
| 1.11. | Lifetime of machines vs batteries |
| 1.12. | Battery pack requirements by machine type |
| 1.13. | Cost requirements for off-highway electrification |
| 1.14. | Turnkey battery packs for off-highway: Chemistry and cell format trends |
| 1.15. | Turnkey battery packs for off-highway: Voltage |
| 1.16. | Turnkey battery packs for off-highway: Discharge C-rates |
| 1.17. | Tradeoffs between cycle life and energy density |
| 1.18. | Applications of BESS for machine charging |
| 1.19. | Turnkey manufacturers for off-highway machines |
| 1.20. | Turnkey manufacturers: Summary of acquisition & spinout activity |
| 1.21. | Applications of future battery technology in off-highway machines |
| 1.22. | Comparison of current & future battery technologies |
| 1.23. | Compatibility of battery technologies for off-highway machines |
| 1.24. | Global off-highway battery demand (GWh) 2024-2036 by segment |
| 1.25. | Global off-highway battery demand (GWh) 2024-2036 by region |
| 1.26. | Global off-highway battery demand (GWh) 2024-2036 by technology |
| 1.27. | Global off-highway battery revenue (US$ billion) 2024-2036 by segment |
| 1.28. | Global off-highway battery revenue (US$ billion) 2024-2036 by region |
| 1.29. | Global off-highway battery revenue (US$ billion) 2024-2036 by technology |
| 1.30. | Access more with an IDTechEx subscription |
| 2. | INTRODUCTION TO ELECTRIC OFF-HIGHWAY MACHINES |
| 2.1. | Electrification overview |
| 2.1.1. | Advantages of & barriers to machine electrification |
| 2.1.2. | Key electrification drivers in construction, agriculture, and mining |
| 2.2. | Electric construction machines |
| 2.2.1. | Key construction machines for electrification |
| 2.2.2. | Electrification activity of major construction OEMs |
| 2.2.3. | Mini-excavators |
| 2.2.4. | Excavators |
| 2.2.5. | Compact loaders (1) |
| 2.2.6. | Compact loaders (2) |
| 2.2.7. | Backhoes |
| 2.2.8. | Wheel loaders |
| 2.2.9. | Telehandlers |
| 2.2.10. | Mobile cranes |
| 2.2.11. | Cement trucks |
| 2.2.12. | Rollers |
| 2.2.13. | Other construction machines |
| 2.3. | Electric agriculture machines |
| 2.3.1. | Key agriculture machines for electrification |
| 2.3.2. | Electrification activity of major agriculture OEMs |
| 2.3.3. | Sub-compact tractors |
| 2.3.4. | Compact tractors |
| 2.3.5. | Utility tractors |
| 2.3.6. | Other agriculture machines |
| 2.4. | Electric mining machines |
| 2.4.1. | Key agriculture machines for electrification |
| 2.4.2. | Electrification activity of major agriculture OEMs |
| 2.4.3. | Haul trucks |
| 2.4.4. | Dump trucks |
| 2.4.5. | Wheel loaders |
| 2.4.6. | Underground loaders |
| 2.4.7. | Underground trucks |
| 2.4.8. | Mining light vehicles |
| 2.4.9. | Other mining machines |
| 3. | BATTERY REQUIREMENTS OF ELECTRIC OFF-HIGHWAY MACHINES |
| 3.1. | Key takeaways - battery performance requirements |
| 3.2. | Battery sizing |
| 3.3. | Battery sizing for machines under 50 tonnes |
| 3.4. | Battery size breakdown |
| 3.5. | Normalized battery sizing |
| 3.6. | Battery power requirements |
| 3.7. | Power requirements by industry |
| 3.8. | Battery discharge rate |
| 3.9. | Battery charging rates |
| 3.10. | Battery voltage (1) |
| 3.11. | Battery voltage (2) |
| 3.12. | Battery voltages under 100V |
| 3.13. | Battery chemistry and machine size |
| 3.14. | Chemistry choices in different off-highway industries |
| 3.15. | Regional chemistry choices |
| 3.16. | Battery lifetime requirements |
| 3.17. | Overall battery pack requirements by machine type |
| 3.18. | Cost requirements |
| 4. | TURNKEY BATTERY TECHNOLOGIES & BENCHMARKING |
| 4.1. | Introduction to turnkey technologies |
| 4.1.1. | Introduction to turnkey battery suppliers |
| 4.2. | Regional availability of turnkey packs |
| 4.2.1. | Turnkey pack providers in each region |
| 4.2.2. | Regional availability of different chemistries |
| 4.2.3. | Regional availability of cell formats |
| 4.3. | Performance benchmarking of turnkey packs |
| 4.3.1. | Key takeaways - turnkey battery characteristics for off-highway |
| 4.3.2. | Comparing turnkey pack sizes with machine requirements |
| 4.3.3. | Battery dimensions and form factor |
| 4.3.4. | Battery voltage distribution |
| 4.3.5. | Ragone plot (gravimetric power vs energy density) by chemistry |
| 4.3.6. | Ragone plot by cell format |
| 4.3.7. | Turnkey battery discharge C-rates |
| 4.3.8. | Charging C-rates of turnkey packs |
| 4.3.9. | Tradeoffs between cycle life and energy density |
| 4.3.10. | Volumetric vs gravimetric energy density |
| 4.4. | Thermal management strategies |
| 4.4.1. | Thermal management overview |
| 4.4.2. | Air cooling |
| 4.4.3. | Liquid Cooling |
| 4.4.4. | Immersion Cooling |
| 4.4.5. | Thermal management benchmarking |
| 4.4.6. | Thermal management & charging performance of turnkey packs |
| 4.4.7. | IDTechEx reports on thermal management for batteries |
| 4.5. | Cell-to-pack & cell-to-body in off-highway batteries |
| 4.5.1. | What is cell-to-pack |
| 4.5.2. | Drivers & challenges of CTP |
| 4.5.3. | CATL CTP batteries |
| 4.5.4. | CATL CTP 3.0 |
| 4.5.5. | Cell-to-body |
| 4.5.6. | BYD CTB batteries |
| 4.5.7. | CTP & CTB in off-highway signalling a continued shift in the market |
| 4.5.8. | Emergence of electrode-to-pack |
| 4.5.9. | IDTechEx reports on CTP & CTB |
| 4.6. | Charging for off-highway machinery |
| 4.6.1. | Charging solutions in construction, agriculture, and mining |
| 4.6.2. | BESS for off-highway charging: Liebherr |
| 4.6.3. | BESS for off-highway charging: Volvo & Caterpillar |
| 4.6.4. | BESS for off-highway charging: Turntide |
| 4.6.5. | BESS for off-highway charging: AMPD |
| 4.6.6. | IDTechEx reports on BESS for off-highway charging |
| 5. | BATTERY SUPPLIERS & CASE STUDIES |
| 5.1. | Turnkey battery manufacturers |
| 5.1.1. | Turnkey manufacturers by region |
| 5.1.2. | Turnkey manufacturers by chemistry |
| 5.1.3. | Turnkey manufacturers by cell format |
| 5.1.4. | Turnkey manufacturers by thermal management |
| 5.1.5. | Microvast |
| 5.1.6. | Forsee Power |
| 5.1.7. | BorgWarner |
| 5.1.8. | Webasto |
| 5.1.9. | Leclanche |
| 5.1.10. | ABB |
| 5.1.11. | Kreisel Electric |
| 5.1.12. | Proventia |
| 5.1.13. | IMPACT Clean Power Technology |
| 5.1.14. | American Battery Solutions (subsidiary of Komatsu) |
| 5.1.15. | Develon (Hyundai) |
| 5.2. | LTO packs for hybrid applications |
| 5.2.1. | LTO packs and applications in hybrids |
| 5.2.2. | Forsee Power and Kubota - micro-hybrid engine |
| 5.2.3. | Proventia low-voltage batteries |
| 5.2.4. | Hyliion battery module for hybrids |
| 5.3. | Acquisitions, spinouts, and liquidations of battery suppliers |
| 5.3.1. | Summary and key takeaways |
| 5.3.2. | Summary of activity |
| 5.3.3. | Proterra acquired by Volvo |
| 5.3.4. | American Battery Solutions acquired by Komatsu |
| 5.3.5. | Kreisel acquired by John Deere |
| 5.3.6. | Yanmar acquisition of Eleo |
| 5.3.7. | Hyperdrive acquired by Turntide |
| 5.3.8. | XALT Energy acquired by Freudenberg |
| 5.3.9. | Accelera - spinout from Cummins |
| 5.3.10. | ZQuip - spinout from Moog |
| 5.3.11. | Northvolt bankruptcy and acquisition by Scania |
| 5.3.12. | Other activities: Xerotech and Akasol |
| 5.4. | Battery supplier & OEM relationships |
| 5.4.1. | Overview of OEM-battery supplier relationships |
| 5.4.2. | Battery supply relationships (1) |
| 5.4.3. | Battery supply relationships (2) |
| 5.4.4. | Battery supply relationships (3) |
| 5.4.5. | Battery supply relationships (4) |
| 5.4.6. | Battery supply relationships (5) |
| 6. | FUTURE BATTERY TECHNOLOGIES FOR ELECTRIC OFF-HIGHWAY MACHINES |
| 6.1. | Overview of future battery technologies |
| 6.1.1. | Introduction to future battery technologies |
| 6.1.2. | Key differences between battery technologies |
| 6.1.3. | IDTechEx reports on future battery technologies |
| 6.2. | NMC & LFP |
| 6.2.1. | Lithium battery chemistries |
| 6.2.2. | Benchmarking typical Li-ion battery options |
| 6.2.3. | Li-ion cathode materials - LCO and LFP |
| 6.2.4. | Li-ion cathode materials - NMC, NCA and LMO |
| 6.2.5. | Moving to high-nickel layered oxides |
| 6.2.6. | High-manganese cathodes |
| 6.2.7. | Comparing NMC 811 with high-manganese cathodes |
| 6.2.8. | Li-ion innovations for off-highway applications |
| 6.3. | LTO & niobates |
| 6.3.1. | Introduction to lithium titanate oxide (LTO) |
| 6.3.2. | Comparing LTO and graphite anodes |
| 6.3.3. | LTO for off-highway machines |
| 6.3.4. | Emergence of niobates |
| 6.3.5. | Nb-based anodes: Nyobolt |
| 6.3.6. | Nb-based anodes: Echion |
| 6.4. | Silicon anodes |
| 6.4.1. | Si-anode definitions |
| 6.4.2. | Advantages of Si-anode cells |
| 6.4.3. | Challenges of Si-anode cells |
| 6.4.4. | Value proposition of high silicon content anodes |
| 6.4.5. | Applications of Si-anode for off-highway |
| 6.5. | Lithium-metal |
| 6.5.1. | Overview of lithium-metal (Li-metal) anodes |
| 6.5.2. | Challenges of Li-metal batteries |
| 6.5.3. | Enabling Li-metal batteries without solid electrolytes |
| 6.5.4. | Comparing Li-metal vs Li-ion on energy density |
| 6.5.5. | Anode-less Li-metal cell designs |
| 6.5.6. | Li-metal batteries for off-highway applications |
| 6.6. | Solid-state batteries |
| 6.6.1. | Overview of solid-state batteries (SSBs) |
| 6.6.2. | Analyzing benefits and drawbacks of SSBs |
| 6.6.3. | Energy density improvement of SSBs |
| 6.6.4. | Pack considerations for SSBs |
| 6.6.5. | SSBs for off-highway applications |
| 6.7. | Lithium-sulphur |
| 6.7.1. | Introduction to lithium-sulphur (Li-S) |
| 6.7.2. | Advantages of Li-S batteries |
| 6.7.3. | Challenges of Li-S batteries |
| 6.7.4. | Li-S for off-highway applications |
| 6.8. | Sodium-ion |
| 6.8.1. | Introduction to sodium-ion (Na-ion) |
| 6.8.2. | Na-ion vs Li-ion |
| 6.8.3. | Cathode materials for Na-ion |
| 6.8.4. | Anode materials for Na-ion |
| 6.8.5. | Na-ion battery characteristics |
| 6.8.6. | Value proposition of Na-ion batteries |
| 6.8.7. | Na-ion for off-highway applications |
| 6.9. | Zinc-based batteries |
| 6.9.1. | Introduction to zinc-based (Zn-based batteries) |
| 6.9.2. | Benefits & drawbacks of Zn-based batteries |
| 6.9.3. | Zn-based batteries for off-highway applications |
| 6.10. | Summary of battery technologies & applicability to off-highway |
| 6.10.1. | Battery technology comparison |
| 6.10.2. | Battery technology compatibility: Construction (1) |
| 6.10.3. | Battery technology compatibility: Construction (2) |
| 6.10.4. | Battery technology compatibility: Mining |
| 6.10.5. | Battery technology compatibility: Agriculture |
| 7. | FORECASTS |
| 7.1. | Overview of forecasts provided |
| 7.2. | Forecasts summary & commentary |
| 7.3. | Forecast methodology (1): Addressable market & off-highway EV sales |
| 7.4. | Global off-highway EV sales by segment (1000s of unit sales) 2024-2036 |
| 7.5. | Forecast methodology (2): Battery demand, technologies, and revenue |
| 7.6. | Forecast assumptions |
| 7.7. | Battery pack price assumptions (US$/kWh) |
| 7.8. | Global off-highway battery demand by segment (GWh) 2024-2036 |
| 7.9. | Global off-highway battery demand by region (GWh) 2024-2036 |
| 7.10. | Global off-highway battery demand by machine type (GWh) 2024-2036 (1) |
| 7.11. | Global off-highway battery demand by machine type (GWh) 2024-2036 (2) |
| 7.12. | Global off-highway battery demand by technology (GWh) 2024-2036 (1) |
| 7.13. | Global off-highway battery demand by technology (GWh) 2024-2036 (2) |
| 7.14. | Global off-highway battery revenue by segment (US$ billion) 2024-2036 |
| 7.15. | Global off-highway battery revenue by region (US$ billion) 2024-2036 |
| 7.16. | Global off-highway battery revenue by technology (US$ billion) 2024-2036 |
| 7.17. | Global construction battery demand by technology (GWh) 2024-2036 |
| 7.18. | Global agriculture battery demand by technology (GWh) 2024-2036 |
| 7.19. | Global mining battery demand by technology (GWh) 2024-2036 |
| 8. | COMPANY PROFILES |
| 8.1. | ABB: Batteries & Drivetrains for Off-Highway |
| 8.2. | ABB: Electrification of Mining |
| 8.3. | AMPD |
| 8.4. | AutoNXT |
| 8.5. | BatteryOne |
| 8.6. | BluVein |
| 8.7. | Bobcat: Fully Electric Skid Steer Loader |
| 8.8. | Briggs & Stratton |
| 8.9. | Carrar: Immersion Cooling |
| 8.10. | Caterpillar |
| 8.11. | Caterpillar: Electric Construction Machines |
| 8.12. | Caterpillar: Hybrid Wheel Loader |
| 8.13. | Cavotec |
| 8.14. | CNH Industrial |
| 8.15. | Develon |
| 8.16. | Dieci: Electric Telehandler |
| 8.17. | Epiroc |
| 8.18. | First Mode |
| 8.19. | Genie |
| 8.20. | Hitachi CM: Electric Haul Truck |
| 8.21. | Hixal: Charging for Off-Highway Machines |
| 8.22. | HYDAC: Electrification of Off-Highway Machines |
| 8.23. | Hyundai Construction Equipment |
| 8.24. | Jakob Mining Vehicles |
| 8.25. | Jama Mining Machines |
| 8.26. | John Deere: Electric & Autonomous Tractors |
| 8.27. | John Deere: Electric Construction Machines |
| 8.28. | Kato: Electric Mini-Excavators |
| 8.29. | Kobelco |
| 8.30. | Komatsu: Electrification of Construction Machines |
| 8.31. | Kovatera |
| 8.32. | Kreisel Electric |
| 8.33. | Kubota |
| 8.34. | L-Charge |
| 8.35. | LiuGong |
| 8.36. | Normet: SmartDrive |
| 8.37. | PowerCharge: Charging for Electric Off-Highway |
| 8.38. | Rokion |
| 8.39. | Sandvik |
| 8.40. | SANY: Electric Mobile Cranes |
| 8.41. | Scania: Electric Trucks for Mining |
| 8.42. | Sinoboom |
| 8.43. | Snorkel |
| 8.44. | Solectrac |
| 8.45. | Sunward |
| 8.46. | Sunward: Electric Excavators |
| 8.47. | Tonly |
| 8.48. | Tritium: Charging for Mining Electric Vehicles |
| 8.49. | Turntide |
| 8.50. | Volvo CE |
| 8.51. | WAE Technologies |
| 8.52. | WATTALPS: Batteries for Off-Highway Machines |
| 8.53. | XCMG: Electric & Autonomous Mining Vehicles |
| 8.54. | Yanmar |
| 8.55. | Zoomlion: Electric Mining Vehicles |
| 8.56. | ZQuip: Batteries for Construction Machines |