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1420242

燃料电池商用车的成长机会 - 轻型、中型和重型卡车

Fuel Cell Commercial Vehicle Growth Opportunities-Light, Medium, and Heavy-duty Trucks

出版日期: 2023年12月18日 | 出版商:

Frost & Sullivan | 英文 97 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

“采用燃料电池卡车和绿色氢作为特定细分市场的附加动力传动系统策略”

卡车运输领域的电动正在成为一种大趋势，新的移动模式塑造了该行业的未来。随着排放法规变得更加严格以及人们对提供更清洁的货物运输型态的兴趣的增加，电动车(EV) 的各种子趋势，例如电池电动车(BEV) 和FCEV，将继续发展，并变得越来越受欢迎。电池电动卡车的兴起虽然适合某些应用，但受到电池重量的阻碍，电池重量限制了行驶里程并降低了有效负载能力。卡车製造商和政策制定者认为，氢动力燃料电池电动卡车可提供与柴油卡车相同的续航里程和最短的加油时间，使其成为电池电动卡车的可行选择。我开始将其视为卡车。

由石化燃料生产的灰氢是市场上可用的主要氢类型。氢工业正在转向蓝氢，它可以捕获碳并减少氢生产过程中的排放。各国政府和私人公司正在全球投资绿氢生产，并在运输业和钢铁生产中被采用。目前，绿色氢气生产成本如此之高，以至于不可能拥有一辆燃料电池卡车。然而，各市场宣布的政策和奖励支持燃料电池卡车的长期采用。总体而言，卡车运输业正处于为所需应用选择零排放动力传动系统的十字路口，并且没有一种放之四海而皆准的解决方案。

卡车製造商和新兴企业正在与技术研究机构和政府机构合作，探索提高燃料电池性能的创新解决方案。石化燃料和可再生能源公司正在寻求高效的跨区域氢气供应分配网络，利用油轮运输和管道基础设施，使加氢站的氢气价格实惠。我们的目标是让氢气更容易获得。政府将促进社区为基础的氢气生产，以减少与氢气运输相关的能源损失。多家卡车製造商的燃料电池电动卡车正在测试中，数量有限，更多型号正在开发中。这些製造商计划在这十年内开始测试和大规模商业化。随着燃料电池卡车的市场需求激增，强大的供应链对于製造商实现所需的产量至关重要。当公司致力于减少持有排放时，他们必须推广零排放卡车作为客户的可行选择。燃料电池卡车似乎是运输货物的一个有前途的选择。因此，公司必须加快技术决策和产品开发力度，以检验这些车辆的性能。

分析范围
产品与动力传动系统总成细分
研究目的和目标
FC电动卡车和货车的区域采用状况
FC电动卡车和货车的细分市场采用情况
全球主要製造商和新兴企业
全球燃料电池卡车市场概览
生长促进因子
成长抑制因素
主要预测标准
燃料电池卡车市场规模
预测性考察

成长环境

H2 生态系概述
H2和FC研究基金
H2 FC技术比较
卡车氢燃料的类型和概述
FC 卡车 - 简化的动力传动系统系统布局

氢气生产、基础设施和政策概述

H2製造方法产品类型
加氢的不同阶段
政府投资重点关注H2 - 全球
欧洲主要 H2 旅游计划
中国农村的H2政策

轻型商用车FCEV概述

LD FCEV 的区域重点 - 选定的OEM
LD FCEV 车型 - 北美和欧洲
LD FCEV 车型 - 中国及其他地区
LD FCEV 应用重点 - 主要OEM
OEM LD 推出蓝图- 北美和欧洲
OEM LD产品推出蓝图-中国和其他国家

LD FC 车辆 - OEM简介

Stellantis-LD FCEV 策略与蓝图
雷诺-LD FCEV战略与蓝图
丰田-LD FCEV策略与蓝图
第一个氢-LD FCEV 战略和蓝图

中型和大型商用 FCEV 概述

M&HD FCEV 区域重点 - 选定的OEM
M&HD FCEV 应用重点 - 主要OEM
M&HD FCEV 车型-北美
M&HD FCEV 模型-欧洲
M&HD FCEV模型-中国
OEM M&HD产品推出蓝图- 北美
OEM M&HD 产品介绍蓝图- 欧洲
OEM M&HD产品推出蓝图- 中国

M&HD 燃料电池汽车 - OEM简介

戴姆勒-M&HD FCEV 策略与蓝图
沃尔沃-M&HD FCEV 策略与蓝图
Paccar-M&HD FCEV 策略与蓝图
Toraton-M&HD FCEV 策略与蓝图
现代 M&HD FCEV 策略与蓝图
市场发展趋势 - M&HD 燃料电池卡车

FC生态系玩家

价值链生态系参与者
策略伙伴关係与协作
主要供应商提供的 FC 解决方案 - 北美和欧洲
主要供应商的 FC 解决方案 - 中国、其他

总拥有成本

参数/先决条件 - 高清远距，北美
TCO-HD远距，北美
每英里组件成本 - HD远距运输，北美
参数/先决条件 - HD远距运输，欧洲
TCO-HD远距，欧洲
每组件英里成本（HD远距，欧洲）

成长机会宇宙

成长机会1-降低成本措施，普及FC技术
成长机会 2-H2 基础设施扩建对于燃料电池卡车的成长至关重要
成长普及3 - 燃料电池卡车在细分市场和应用领域的应用，以实现更广泛的渗透

附录

简称

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简介目录

Product Code: PEFA-42

"Fuel Cell Trucks as an Additional Powertrain Strategy for Specific Segments and Green Hydrogen Adoption."

Electrification in trucking is gaining momentum as a Mega Trend, with new mobility models shaping the industry's future. Various sub-trends within electric vehicles (EVs), such as battery EVs (BEVs) and FCEVs, are increasingly popular as emission norms become stricter and the focus on achieving cleaner forms of goods transportation is higher. The prominence of battery electric trucks is suitable for selected applications, but range limitation and battery weight compromising the load-carrying capacity are seen as hindering features. Truck manufacturers and policymakers increasingly consider hydrogen-powered fuel cell electric trucks a viable equivalent to battery electric trucks as hydrogen offers a longer range and minimum refueling time, similar to diesel trucks.

Grey hydrogen produced from fossil fuels is a major type of hydrogen available in the market. The hydrogen industry is transitioning to blue hydrogen, where carbon is captured, reducing emissions from hydrogen production. Governments and private enterprises globally invest in green hydrogen production as they find adopters in the transportation sector and steel production. The current cost of green hydrogen production is very high, making ownership of fuel cell trucks unviable. However, policies and incentives announced in various markets support the long-term adoption of fuel cell trucks. Overall, the trucking industry is at a crossroads in determining the choice of zero emission powertrain for required applications with no one-size-fits-all solution.

Truck manufacturers and startups form partnerships with technical research organizations and government entities to explore innovative solutions for enhancing fuel cell performance. Fossil fuel companies and renewable energy companies explore efficient distribution networks for hydrogen supply across regions and aim for the use of tanker shipments or pipeline infrastructure to make hydrogen readily accessible at affordable prices at refueling stations. Governments promote localized hydrogen production to mitigate energy losses associated with hydrogen transportation. Several truck makers' fuel cell electric trucks are in the trial phase and have launched in limited numbers, with more models in the development phase. They are set to commence trials and large-scale commercialization within this decade. Robust supply chains will be vital for manufacturers to achieve the required production volumes when market demand for fuel cell trucks surges. When companies target decreasing their fleets' emissions, they will need to promote zero emission trucks as a practical option for their customers. Fuel cell trucks appear to be a promising choice for goods transportation; therefore, businesses must speed up their technological decisions and product development efforts to validate the performance of these vehicles.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Fuel Cell (FC) Truck Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Product and Powertrain Segmentation
Research Aims and Objectives
Adoption of FC Electric Trucks and Vans by Region
Adoption of FC Electric Trucks and Vans by Segment
Key Global Manufacturers and Start-ups
Summary of the FC Truck Market-Global
Growth Drivers
Growth Restraints
Main Forecast Criteria
FC Truck Market Size
Forecast Discussion

Growth Environment

H2 Ecosystem Overview
H2 and FC Research Spending
Comparison of H2 FC Technologies
Type of H2 as Fuel in Trucks-Overview
FC Truck-Simplified Powertrain Layout

H2-Production, Infrastructure, and Policy Overview

Types of H2-Production Methods
Different Stages in H2 Refueling
H2-focused Government Investments-Global
Key H2 Mobility Projects in Europe
Provincial Policies for H2 in China

Light Commercial FC Vehicles Overview

LD FCEV Regional Focus-Selected OEMs
LD FCEV Models-North America and Europe
LD FCEV Models-China and Others
LD FCEV Application Focus-Prominent OEMs
OEM LD Product Launch Roadmap-North America and Europe
OEM LD Product Launch Roadmap-China and Others

LD FC Vehicles-OEM Profiles

Stellantis-LD FCEV Strategy and Roadmap
Renault-LD FCEV Strategy and Roadmap
Toyota-LD FCEV Strategy and Roadmap
First Hydrogen-LD FCEV Strategy and Roadmap

Medium and Heavy Commercial FC Vehicles Overview

M&HD FCEV Regional Focus-Selected OEMs
M&HD FCEV Application Focus-Prominent OEMs
M&HD FCEV Models-North America
M&HD FCEV Models-Europe
M&HD FCEV Models-China
OEM M&HD Product Launch Roadmap-North America
OEM M&HD Product Launch Roadmap-Europe
OEM M&HD Product Launch Roadmap-China

M&HD FC Vehicles-OEM Profiles

Daimler-M&HD FCEV Strategy and Roadmap
Volvo-M&HD FCEV Strategy and Roadmap
Paccar-M&HD FCEV Strategy and Roadmap
Traton-M&HD FCEV Strategy and Roadmap
Hyundai-M&HD FCEV Strategy and Roadmap
Market Development Trends-M&HD FC Trucks

FC Ecosystem Players

Value Chain Ecosystem Players
Strategic Partnerships and Collaborations
FC Solutions by Key Suppliers-North America and Europe
FC Solutions by Key Suppliers-China and Others

Total Cost of Ownership

Parameters/Assumptions-HD Long Haul, North America
TCO-HD Long Haul, North America
Cost per Mile Components-HD Long Haul, North America
Parameters/Assumptions-HD Long Haul, Europe
TCO-HD Long Haul, Europe
Cost per Mile Components-HD Long Haul, Europe

Growth Opportunity Universe

Growth Opportunity 1-Actions to Reduce Cost of FC Technology for Broader Adoption
Growth Opportunity 2-H2 Infrastructure Expansion Crucial to FC Truck Growth
Growth Opportunity 3-FC Truck Usage in Segments and Applications that Enable Wider Adoption