美国电动卡车充电基础设施市场：收入机会

到 2030 年，预计在北美运营的卡车中将有一半以上配备电动动力系统。预计到2030年，轻型车将占据电动卡车市场约86%的份额，预计将提前推出。

预计到 2030 年，电动卡车将消耗 130 TW 的电力，这需要 440,000 至 540,000 个充电器。在过去十年中，充电器已经能够获得一些收入机会。

本报告调查和分析了北美电动卡车充电基础设施市场，包括战略需求、增长环境、放电深度/充电时间/能耗、使用水平和所需的充电器数量以及商业模式。我们提供有关获利的可能性。

目录

战略要求

• 为什么增长变得越来越困难？
• 战略要点 8 (TM)
• 三大战略要求对电力的影响
• 增长机会推动增长管道引擎 (TM)

成长环境

• 运营电动卡车：2022、2025、2030
• 充电解决方案类型
• 电动汽车充电基础设施价值链
• 参与充电基础设施价值链的参与者
• 驾驶卡车时充电类型
• 充电基础设施 - 安装充电站的成本
• 充电基础设施-充电运营商收入模型
• 调查范围
• 调查的目的和目标
• 动力总成技术细分
• 增长动力
• 增长限制
• 研究流程

第 1 节-放电深度、充电时间和能耗

• LDT-电池放电深度和充电频率
• MDT-电池放电深度和充电频率
• HDT-电池放电深度和充电频率
• 基于卡车驾驶的充电场景
• LDT-基于不同级别充电器的充电时间
• MDT-基于不同级别充电器的充电时间
• HDT-基于不同级别充电器的充电时间
• LDT-根据充电时间设置充电电平
• MDT-根据充电时间设置充电电平
• HDT-根据充电时间设置充电电平
• LDT-基于充电器级别的能量消耗
• MDT-基于充电器级别的能耗
• HDT-基于充电器电量的能耗

第 2 节 - 使用级别和所需的充电器数量

• 使用级别-低使用场景和高使用场景
• 所需的总充电器 - 低和高使用场景

第 3 节-各种商业模式的收入潜力

• 充电公司的收入模式

第 3.1 节 - 模型 1：成本和收入潜力

• 2 级充电器，一个充电站的成本计算模型
• 3 级充电器，一个充电站的成本计算模型
• 4 级充电器，一个充电站的成本计算模型
• 5 级充电器，一个充电站的成本计算模型
• 2 级充电器，一个充电站的收入潜力
• 3 级充电器，一个充电站的收入潜力
• 4 级充电器，一个充电站的收入潜力
• 5 级充电器，一个充电站的收入潜力

第 3.2 节-模型 2，成本和收入潜力

• 计费算子成本模型-Model 2 操作
• 充电运营商的收入潜力——Model 2 的运营

第 3.3 节 - 模型 3，成本和收入潜力

• 充电算子成本模型-Model 3运营
• 充电器收入潜力-Model 3 操作

结论

• 摘要-能耗和所需充电器数量
• 收入模式总结-比较
• 重点

增长机会宇宙

• 增长机会1-充电技术的容量对市场增长至关重要
• 增长机会2-扩大价值链参与者增长的收入机会
• 增长机会3-在车队场安装充电解决方案和更好的车队 TCO
• 增长机会3-在车队场地安装充电解决方案，以获得更好的车队 TCO（续）
• 图表列表
• 免责声明

Transformational Growth of Revenue due to 130TW Electricity Consumption by 2030

By 2030, more than half the trucks operating in North America are expected to be powered by an electric powertrain. Light-duty vehicles are forecasted to be the early adopters, with nearly 86% share of the EV truck market in 2030. Among several EV truck charging types, AC & DC charging are expected to be the most adopted in North America. Level 2 (20kW) to Level 5 chargers (350kW) will be the predominant charging solutions in this decade, with even higher charging power developed by the end of the decade.

The charging infrastructure value chain must be robust and efficient to meet this demand. It starts from energy generation, followed by storing and energy distribution through transmission & distributor operators to reach various hubs, after which charging stations are installed in private/public hubs to offer charging services to customers. Multiple participants are involved actively in different parts of the value chain to cater to the charging requirement of the increasing number of electric trucks in operation. These broadly can be classified as portfolio, asset-heavy charging infrastructure, asset-light, and participants who provide charging infrastructure as a service.

To ensure that the truck operation is not affected by charging infrastructure availability, destination, depot, and en route charging are available. The choice within this will depend on each truck's operation.

For a charging operator, setting up a charging station involves several costs, such as equipment, installation, rental, maintenance, and electricity. Depreciation, marketing, and taxes are additional costs that depend on the charging operator and installed location.

The 3 major revenue models for a charging operator are asset-heavy, asset-light, and a combination of the two. The choice between these models depends on the charging operator's investment potential and the competitive landscape of the location. EV trucks will consume 130TW of electricity by 2030; 440k to 540k chargers are required to cater to this. Charging operators have several revenue opportunities to capitalize on in this decade.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the top Three Strategic Imperatives on Electric
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Electric Trucks in Operation, 2022, 2025, and 2030
• Types of Charging Solutions
• Electric Vehicle Charging Infrastructure Value Chain
• Participants Involved in the Charging Infrastructure Value Chain
• Types of Charging during Truck Operation
• Charging Infrastructure-Costs Incurred in Installing a Charging Station
• Charging Infrastructure-Revenue Models for Charging Operators
• Research Scope
• Research Aims and Objectives
• Powertrain Technology Segmentation
• Growth Drivers
• Growth Restraints
• Flow of the Study

Section 1-Depth of Discharge, Charging Time, and Energy Consumption

• LDT-Depth of Battery Discharge and Frequency of Charging
• MDT-Depth of Battery Discharge and Frequency of Charging
• HDT-Depth of Battery Discharge and Frequency of Charging
• Charging Scenarios based on Truck Operation
• LDT-Charging Time based on Different Levels of Chargers
• MDT-Charging Time based on Different Levels of Chargers
• HDT-Charging Time based on Different Levels of Chargers
• LDT-Charger Level Preference Depending on Charging Time
• MDT-Charger Level Preference Depending on Charging Time
• HDT-Charger Level Preference Depending on Charging Time
• LDT, Energy Consumption based on Level of Charger
• MDT, Energy Consumption based on Level of Charger
• HDT, Energy Consumption based on Level of Charger

Section 2-Utilization Level & Number of Chargers Required

• Utilization Levels-Low & High Utilization Scenarios
• Total Chargers Required-Low Utilization & High Utilization Scenarios

Section 3-Revenue Potential for Different Business Models

• Revenue Models for a Charging Operator

Section 3.1-Model 1, Cost & Revenue Potential

• Level 2 Charger, Costing Model for 1 Charging Station
• Level 3 Charger, Costing Model for 1 Charging Station
• Level 4 Charger, Costing Model for 1 Charging Station
• Level 5 Charger, Costing Model for 1 Charging Station
• Level 2 Charger, Revenue Potential for 1 Charging Station
• Level 3 Charger, Revenue Potential for 1 Charging Station
• Level 4 Charger, Revenue Potential for 1 Charging Station
• Level 5 Charger, Revenue Potential for 1 Charging Station

Section 3.2-Model 2, Cost & Revenue Potential

• Cost Model for a Charging Operator-Model 2 Operation
• Revenue Potential for a Charging Operator-Model 2 Operation

Section 3.3-Model 3, Cost & Revenue Potential

• Cost Model for a Charging Operator-Model 3 Operation
• Revenue Potential for a Charging Operator-Model 3 Operation

Conclusion

• Summary-Energy Consumption & Number of Chargers Required
• Summary-Revenue Model Comparison
• Key Takeaways

Growth Opportunity Universe

• Growth Opportunity 1-Competence of Charging Technology Vital for Market Growth
• Growth Opportunity 1-Competence of Charging Technology Vital for Market Growth (continued)
• Growth Opportunity 2-Expanding Revenue Opportunities for Value Chain Participant Growth
• Growth Opportunity 2-Expanding Revenue Opportunities for Value Chain Participant Growth (continued)
• Growth Opportunity 3-Inbuilt Charging Solution in Fleet Yard for Better Fleet TCO
• Growth Opportunity 3-Inbuilt Charging Solution in Fleet Yard for Better Fleet TCO ( continued)
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer