1. | EXECUTIVE SUMMARY |
1.1. | Electric Trucks: Drivers and Barriers |
1.2. | Road Freight Market |
1.3. | Global CO2 emission: medium & heavy duty trucks |
1.4. | Range of zero emission medium and heavy trucks |
1.5. | Heavy-duty: BEV or fuel cell? |
1.6. | Trucks and Covid-19 |
1.7. | Electric Trucks and Covid-19 |
1.8. | Key global forecast takeaways |
1.9. | Key regional forecast takeaways |
1.10. | MD & HD Truck Market Penetration 2017-2041 |
1.11. | MD & HD Truck Unit Sales 2017-2041 (BEV, PHEV, FCEV) |
1.12. | Electric MD & HD Truck Battery Demand 2017-2041 (GWh) |
1.13. | eM&HDT sales by region (000s units) |
1.14. | Electric MD & HD Truck Market Value 2017-2041 ($ Billion) |
1.15. | Commentary |
2. | INTRODUCTION |
2.1. | Electric Vehicle Terms |
2.2. | Electric Vehicles: Basic Principle |
2.3. | Electric Vehicles: Typical Specs |
2.4. | Types of popular on-road truck |
2.5. | A category that is difficult to define |
2.6. | Different segments of goods transportation by land |
2.7. | Truck classifications |
2.8. | Truck type |
2.9. | Truck axle layout descriptions |
2.10. | The Core Driver: Climate Change |
2.11. | Global CO2 emission: medium & heavy-duty trucks |
2.12. | CO2 emission from road transport, EU |
2.13. | GHG emission from the truck sector |
2.14. | Urban air quality |
2.15. | Fossil Fuel Bans (Cities) |
2.16. | Fossil Fuel Bans: Explained |
2.17. | Official or Legislated Fossil Fuel Bans (National) |
2.18. | Unofficial, Drafted or Proposed Fossil Fuel Bans (National) |
2.19. | The worldwide freight transport industry |
2.20. | Road Freight Market |
2.21. | Projected increase in global road freight activity |
2.22. | The rise of e-commerce: increased freight demand |
2.23. | Fuel / emissions regulation for new trucks |
2.24. | Fuel / CO2 emissions regulation for new trucks |
2.25. | December 2018: EU agrees 30% cut in truck CO2 emissions |
2.26. | Emissions regulation for new trucks - other pollutants |
2.27. | Fuel Saving Technology Areas |
2.28. | The rise of zero (or near zero) exhaust emission trucks |
2.29. | EU initiatives to offset additional powertrain weight |
3. | MEDIUM & HEAVY-DUTY TRUCKS IN EUROPE |
3.1. | Overview |
3.1.1. | Main truck brands in Europe |
3.1.2. | Medium and Heavy-Duty Truck Sales in the EU |
3.1.3. | The freight transport industry - Europe |
3.2. | Europe eTruck Players |
3.2.1. | Electric Trucks: MAN (VW GROUP) |
3.2.2. | Electric Trucks: SCANIA (VW GROUP) |
3.2.3. | Scania and Northvolt partnership |
3.2.4. | Electric Trucks: VOLVO |
3.2.5. | Electric Trucks: RENAULT TRUCKS (VOLVO) |
3.2.6. | Renault Trucks: Decades Before Electric Long Haul? |
3.2.7. | Biofuels and displacement fuels a stepping stone? |
3.2.8. | Renault BEV Refuge Truck at EVS 32 |
3.2.9. | Electric Trucks: MERCEDES (DAIMLER) |
3.2.10. | FUSO eCanter |
3.2.11. | Daimler eActros |
3.2.12. | Daimler eActros "innovation fleet" |
3.2.13. | Electric Trucks: IVECO |
3.2.14. | Electric Trucks: DAF (PACCAR) |
3.2.15. | Electric Trucks: E-FORCE ONE |
3.2.16. | Electric Trucks: FRAMO |
3.2.17. | Electric Trucks: TERBERG |
3.2.18. | Electric Trucks: ARRIVAL |
3.2.19. | Electric Trucks: EMOSS |
3.2.20. | Electric Trucks: TEVVA |
4. | MEDIUM & HEAVY-DUTY TRUCKS IN THE US |
4.1. | Overview |
4.1.1. | Main truck brands in the US |
4.1.2. | Main truck brands in the US in 2019 |
4.1.3. | Medium and Heavy-Duty Truck Sales in the US |
4.1.4. | The freight transport industry - US |
4.1.5. | Industry issues according to US truckers |
4.1.6. | Average truck replacement age in the US |
4.1.7. | Alternative fuel choices for trucks in the US |
4.1.8. | The cost of trucking in the United States |
4.1.9. | Average US On-Highway Diesel Prices 2000-Sep2020 |
4.1.10. | Running cost for US truckers |
4.1.11. | Nobody wants to be a truck driver in the US |
4.1.12. | The solution: electric, autonomous trucks? |
4.1.13. | California's Advanced Clean Trucks Regulation |
4.1.14. | CARB Voucher Incentive Project |
4.2. | US eTruck Players |
4.2.1. | Electric Trucks: FREIGHTLINER (DAIMLER) |
4.2.2. | Electric Trucks: PETERBILT (PACCAR) |
4.2.3. | Electric Trucks: VOLVO |
4.2.4. | Electric Trucks: MACK (VOLVO) |
4.2.5. | Electric Trucks: INTERNATIONAL (NAVISTAR) |
4.2.6. | Electric Trucks: TESLA |
4.2.7. | Electric Trucks: XOS TRUCKS |
4.2.8. | Electric Trucks: ALKANE |
4.2.9. | Electric Trucks: LION ELECTRIC |
4.2.10. | Electric Trucks: CUMMINS |
4.2.11. | Electric Trucks: WRIGHTSPEED |
4.2.12. | Electric Trucks: ZEROTRUCK |
4.2.13. | Electric Trucks: CHANJE |
4.2.14. | Electric Trucks: EDI |
4.2.15. | Motiv Power Systems - Medium Duty eTrucks |
4.2.16. | Electric Trucks: ORANGE EV |
4.2.17. | TransPower - Heavy Duty Class 8 eTrucks |
4.2.18. | Electric Trucks: TransPower |
4.2.19. | Electric Trucks: LIGHTNING SYSTEMS |
4.2.20. | Rivian / Amazon electric delivery van |
5. | MEDIUM & HEAVY-DUTY TRUCKS IN CHINA |
5.1. | Overview |
5.1.1. | Main truck brands in China |
5.1.2. | Medium and Heavy-Duty Truck Sales in China |
5.1.3. | The worldwide freight transport industry - China |
5.1.4. | The freight transport industry - China |
5.1.5. | Truck engine supplier relationships in China |
5.1.6. | Chinese truck joint ventures |
5.1.7. | China's truck market segments |
5.1.8. | Total Commercial Vehicle Sales in China |
5.2. | China eTruck Players |
5.2.1. | Electric Trucks: FAW JIEFANG |
5.2.2. | Electric Trucks: DONGFENG |
5.2.3. | Electric Trucks: SINOTRUCK CDW |
5.2.4. | Electric Trucks: SHACMAN |
5.2.5. | Electric Trucks: FOTON |
5.2.6. | Electric Trucks: JAC MOTORS |
5.2.7. | Electric Trucks: DAYUN |
5.2.8. | Electric Trucks: GEELY |
5.2.9. | Electric Trucks: BYD |
5.2.10. | Electric Trucks: CHTC Chufeng |
6. | MEDIUM & HEAVY-DUTY TRUCKS: ROW |
6.1.1. | Main truck brands in Japan |
6.1.2. | Japan truck market share by manufacturer |
6.1.3. | Historic truck sales in Japan |
6.1.4. | Truck transport business in Japan |
6.1.5. | Russian Truck Fleet |
6.1.6. | Historic truck sales in Russia |
6.1.7. | Russia truck market share by manufacturer |
6.1.8. | Historic truck sales in India |
6.1.9. | India truck market share by manufacturer |
6.1.10. | Mexico |
6.1.11. | Electric Trucks: HINO MOTORS |
6.1.12. | Electric Trucks: HYUNDAI |
7. | TCO CONSIDERATIONS |
7.1. | Advantages and disadvantages of electric vs. fuel cell trucks |
7.2. | TCO considerations for electric trucks |
7.3. | Cost projections in selected countries for various powertrains |
7.4. | Electric trucks reduced operating costs |
7.5. | TCO of a diesel vs. an all-electric Class 6 truck |
7.6. | TCO of a diesel vs. an all-electric tractor-trailer |
7.7. | Overcoming barriers for low emission technologies |
7.8. | More carrot, more stick |
8. | LI-ION BATTERIES |
8.1. | Overview |
8.1.1. | What is a Li-ion battery? |
8.1.2. | The Battery Trilemma |
8.1.3. | Electrochemistry Definitions |
8.1.4. | Lithium-based Battery Family Tree |
8.1.5. | Battery Wish List |
8.1.6. | More Than One Type of Li-ion battery |
8.1.7. | NMC: from 111 to 811 |
8.1.8. | Cobalt: Price Volatility |
8.1.9. | Cathode Performance Comparison |
8.1.10. | 811 Commercialisation Examples |
8.1.11. | Commercial Anodes: Graphite |
8.1.12. | The Promise of Silicon-based Anodes |
8.1.13. | The Reality of Silicon |
8.1.14. | Silicon: Incremental Steps |
8.1.15. | What is in a Cell? |
8.1.16. | Inactive Materials Negatively Affect Energy Density |
8.1.17. | Commercial Battery Packaging Technologies |
8.1.18. | Comparison of Commercial Cell Geometries |
8.1.19. | What is NCMA? |
8.1.20. | Lithium-based Batteries Beyond Li-ion |
8.1.21. | Li-ion Chemistry Snapshot: 2020, 2025, 2030 |
8.2. | Commercial Battery Pack Players |
8.2.1. | LithiumWerks: Standing Outside the Party |
8.2.2. | LithiumWerks' Battery Cells |
8.2.3. | LithiumWerks' Battery Cells: Made in China |
8.2.4. | Akasol Emerging as Key Supplier for Commercial EVs |
8.2.5. | Akasol Energy Density Road Map for Commercial EVs |
8.2.6. | Akasol's 'Answer to Solid State' |
8.2.7. | Leclanché: Premium Battery Maker |
8.2.8. | Forsee Power: Struggling to Stand Out |
8.2.9. | Webasto Expanding Production |
8.2.10. | EnerDel: battery packs for trucks |
9. | CHARGING |
9.1. | Charging methods |
9.2. | MW Charging Difficulty for BEVs |
9.3. | The emergence of 'Mega chargers' |
9.4. | Siemens eHighway |
9.5. | There's Now An Electric Highway In California |
9.6. | Mack demonstrates catenary-powered PHEV |
9.7. | Volvo's electric roads point to battery-free EV future |
9.8. | Qualcomm - dynamic charging |
9.9. | Daimler Truck opened charging park for commercial EVs |
9.10. | CharIN is working on charging standard for commercial electric vehicles |
9.11. | Momentum Dynamics: high-power wireless charging for electric vehicle fleets |
9.12. | Types of electric road systems |
9.13. | Electric road systems: conductive versus inductive |
9.14. | Electric road systems: Sweden |
9.15. | Germany tests its first electric highway for trucks |
9.16. | Electric road systems: market and challenges |
10. | ELECTRIC TRACTION MOTORS |
10.1. | Comparison of Traction Motor Construction and Merits |
10.2. | Motor Efficiency Comparison |
10.3. | Magnet Price Increase? |
10.4. | LCVs & Trucks |
10.5. | Motors per Vehicle and kWp per Vehicle Assumptions |
10.6. | Brushed DC: Small Presence in LCVs |
10.7. | LCVs and Trucks Motor Outlook |
11. | FUEL CELLS |
11.1. | Proton Exchange Membrane Fuel Cells |
11.2. | Fuel Cell Inefficiency and Cooling Methods |
11.3. | Challenges for Fuel Cells |
11.4. | Grey Hydrogen |
11.5. | Case Study: Hydrogen Costs |
11.6. | Infrastructure Costs |
11.7. | Fuel Cell Charging Infrastructure in the US |
11.8. | Fuel Cost per Mile: FCEV, BEV, internal-combustion |
11.9. | Fuel cells and trucks today |
11.10. | Primary issues for battery and fuel cell trucks |
11.11. | Batteries vs. Fuel Cells: driving range |
11.12. | Guide to hydrogen truck refuelling |
11.13. | Developing hydrogen refuelling infrastructure |
11.14. | Nikola Trucks: Hydrogen Infrastructure |
11.15. | Alternative fuels generation - 2030 vs. 2050 |
11.16. | Using bio-waste to generate hydrogen |
11.17. | Timeline for Nikola |
11.18. | First Nikola truck will be a BEV (not fuel cell) |
11.19. | Nikola One |
11.20. | Nikola Commercial Truck Milestones |
11.21. | Nikola TWO: New Flagship Fuel Cell Truck |
11.22. | Nikola BEV Garbage Truck Order |
11.23. | Nikola an "Energy Technology Company"? |
11.24. | IDTechEx Take: The Future for Nikola |
11.25. | Fuel Cell Trucks: KENWORTH (PACCAR) |
11.26. | Fuel Cell Trucks: BALLARD / UPS |
11.27. | Fuel Cell Trucks: DONGFENG |
11.28. | Fuel Cell Trucks: HYUNDAI |
11.29. | Fuel Cell Trucks: DAIMLER / VOLVO |
11.30. | Fuel Cell Trucks: TOYOTA / HINO |
11.31. | Arcola Energy |
11.32. | ULEMCo Ltd |
11.33. | Fuel Cell Truck Example Specifications |
12. | FORECASTS |
12.1. | Overview |
12.1.1. | Forecast Assumptions |
12.1.2. | Forecast Methodology |
12.1.3. | Battery Shortage Assumptions |
12.1.4. | Li-ion Cell and Pack Price Assumptions 2020-2030 |
12.1.5. | Market forecast: Average battery capacity for electric medium-duty trucks (kWh) 2020-2041 |
12.1.6. | Market forecast: Average battery capacity for electric heavy-duty trucks (kWh) 2020-2041 |
12.1.7. | Market forecast: Average battery capacity for medium- and heavy-duty fuel cell electric trucks (kWh) 2020-2041 |
12.1.8. | Market forecast: Average battery capacity for medium- and heavy-duty PHEV trucks (kWh) 2020-2041 |
12.2. | Medium and Heavy-Duty Truck Market Forecasts 2021-2041 |
12.2.1. | M&HDT global sales (000s units) |
12.2.2. | M&HDT global sales: BEV, PHEV and FCEV (000s) |
12.2.3. | eM&HDT sales by region (000s units) |
12.2.4. | M&HDT market share forecast for eM&HDT (%) |
12.2.5. | eM&HDT battery demand forecast (GWh) |
12.2.6. | eM&HDT battery demand forecast by region (GWh) |
12.2.7. | eM&HDT market forecast ($US billion) |
12.2.8. | eM&HDT market forecast by region ($US billion) |
12.2.9. | FCEV M&HDT Fuel Cell Demand Forecast (MW) |
12.3. | Medium-Duty Truck Market Forecasts 2021-2041 |
12.3.1. | MDT global sales (000s units) |
12.3.2. | eMDT sales: BEV, PHEV and FCEV (000s) |
12.3.3. | eMDT sales by region (000s units) |
12.3.4. | MDT market share forecast for eMDT |
12.3.5. | eMDT battery demand forecast (GWh) |
12.3.6. | eMDT battery demand forecast by region (GWh) |
12.3.7. | eMDT market forecast ($US billion) |
12.3.8. | eMDT market forecast by region ($US billion) |
12.3.9. | FCEV MDT Fuel Cell Demand Forecast (MW) |
12.4. | Heavy-Duty Truck Market Forecasts 2021 2041 |
12.4.1. | HDT global sales (000s units) |
12.4.2. | eHDT sales: BEV, PHEV and FCEV (000s) |
12.4.3. | eHDT sales by region (000s units) |
12.4.4. | HDT market share forecast for eHDT |
12.4.5. | eHDT battery demand forecast (GWh) |
12.4.6. | eHDT battery demand forecast by region (GWh) |
12.4.7. | eHDT market forecast ($US billion) |
12.4.8. | eHDT market forecast by region ($US billion) |
12.4.9. | FCEV HDT Fuel Cell Demand Forecast (MW) |
12.5. | Regional Sales Forecasts 2021-2041 |
12.5.1. | Europe MDT sales (000s units) |
12.5.2. | Europe HDT sales (000s units) |
12.5.3. | US MDT sales (000s units) |
12.5.4. | US HDT sales (000s units) |
12.5.5. | China MDT sales (000s units) |
12.5.6. | China HDT sales (000s units) |
12.5.7. | RoW MDT sales (000s units) |
12.5.8. | RoW HDT sales (000s units) |