1Q 2019

Electrifying HD Trucks for Long-Haul Freight

Electrifying commercial vehicles has been a rapidly expanding market and is expected to continue growing for most commercial vehicle applications. Governments around the globe are acting to address air quality issues by drafting legislation to limit carbon and other vehicle emissions while simultaneously supporting the development of new technology options that create cleaner, more efficient vehicles. Much of this growth has come from China’s rapid deployment of electric buses and increased offerings from both established and new manufacturers for medium and heavy duty (HD) electric trucks (e-trucks).

Although e-trucks have begun to emerge on the market, there are still few strategies for the electrification of HD trucks used for long-haul freight applications. Market players are working to design e-trucks and the charging infrastructure systems needed to support long-haul vehicles. Several companies are looking to be the first to break through. Long-haul is a very demanding application and poses many significant challenges to electrification, primarily a comprehensive recharging network.

This Navigant Research report analyzes the current state of the electric HD (eHD) long-haul truck market. It provides an overview of the new and established key players operating in the market. The report also explores the potential opportunities for growth and the barriers to adoption of eHD trucks. Additionally, the report examines how existing market alternatives to electrification may influence the future of the market. Recommendations are also provided on how suppliers and manufacturers can take advantage of any coming market disruptions.
Pages 18
Tables | Charts | Figures 8
  • What key technologies are being developed to support electrification?
  • How does each charging model manifest?
  • What are the drivers for decarbonizing long-haul trucking?
  • What challenges need to be overcome for electrification to be successful?
  • What are the alternatives that compete with the market share of electric heavy-duty trucks?
  • Automotive OEMs
  • Tier One suppliers
  • EV charging Suppliers
  • Government officials
  • Fleet managers
  • Energy and Natural Gas Utility Companies
  • Investor Community

Spark

Context

Recommendations

Manufacturers Are Raising the Curtain on Electric Trucks

Infrastructure Solutions Crucial for Success of Long-Haul Electrification

Regional eHD Applications Are Important Stepping Stones for Long-Haul

New Solutions Developing with Few Standards

Freight Industry Pursuing Electrification as a Solution

BYD

Daimler

PACCAR

Scania

Tesla

Thor Trucks

Volvo

Infrastructure Producers Are Crucial to eHD Market

ABB

BYD

Siemens

Tesla

Case Studies Support Feasibility

Siemens eHighway Pilots

Research for Other eHD Truck Solutions

E-Trucks Have Momentum

More Declines in Battery Prices Are Likely

Carbon Costs Buoy Energy Costs Despite Low Oil Price Environment

Fuel Efficiency Standards Usually Push Industry Investment

Window Is Open for Non-Electric Alternative Fuel Competitor

Competing Alternative Fuels

LNG

Hydrogen

Renewable Diesel

Global HD Truck Fleet to Grow with Increasing Demand for Freight

Industry Will Need to Prepare for Disruption

The Long-Haul Solution Needs to Net a Convenience Advantage

OEMs Should Partner with Infrastructure Developers or Charge Point Operators

Industry Should Identify and Pursue Cost-Sharing Strategies

  • Example of a Truck Using an eHighway
  • Siemens eHighway Subsystems
  • MHDV Fuel Efficiency Standards, World Markets: 2000-2035
  • HD Truck Stock by Region, World Markets: 2018-2030
  • Siemens eHighway Pilot Locations
  • Charging Infrastructure Solutions by Company
  • Other Technology Demonstration Projects
  • Strengths, Weaknesses, Opportunities, and Threats Analysis of Potential Future eHD Charging Infrastructure Solutions
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