美国和欧洲远距电动卡车充电生态系统的成长机会

电动重型卡车 (HDT) 能源需求为充电点营运商提供产生收入潜力

Frost & Sullivan 预测，到 2030 年，将有超过 238,000 辆电动HDT 在美国和欧洲进行远距服务。这些卡车的总能源需求可能约为 79TWh。为了满足这项需求，150kW至1MW充电器已成为远距作业的主流充电解决方案，而350kW至1MW充电器在过去十年已被用于公共/直插式充电，看来将来也会如此。

为了满足这项需求，充电基础设施价值链必须强大且有效率。此价值链始于能源产出、储存和分配，透过输配电业者到达各个枢纽，然后在私人/公共枢纽安装充电站，为客户提供充电服务。价值链的不同部分涉及多个参与者，以满足越来越多的电动卡车的充电需求。

到 2030 年，美国和欧洲将需要约 67,000 个充电器来满足远距营运的需求，为充电生态系统参与者创造巨大的成长机会。

目录

战略问题

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 主要策略要务对电力业务的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长机会分析

• 调查范围
• 动力传动系统技术细分
• 充电器输出与电动车充电价值链细分
• 生长促进因子
• 成长抑制因素
• 成长指标

预测美国充电器需求

• 直流快速充电器安装总数（50kW以上）
• 各州和 CPO 份额（超过 50kW）
• HDT远距作业车辆 (VIO) 和能源需求
• 影响充电器要求的因素 - 距离/天
• 影响充电器要求的因素 -途径充电的百分比
• 途中充电 - 不同功率输出下的充电时间
• 目的地充电 - 各种功率输出的充电时间
• 总能源需求 - 途中充电与目的地充电比较
• 充电器预测 -途径充电和目的地充电在功率输出方面的比较

预测充电器需求 - 欧洲

• 直流快速充电器安装总数（50kW以上）
• 按国家和 CPO 分類的份额（超过 50kW）
• HDT远距VIO与能源需求
• 影响充电器要求的因素 - 距离/天
• 影响充电器要求的因素 -途径充电的百分比
• 途中充电 - 在各种功率输出下充电所需的时间
• 目的地充电 - 在各种功率输出下充电所需的时间
• 总能源需求 - 途中充电与目的地充电比较
• 充电器预测 - 不同功率输出下的途径充电与目的地充电比较

高画质充电创新

• 兆瓦充电系统 (MCS)
• 电动道路 - HDT感应式充电和传导式充电
• 双向充电

远距卡车充电领域的主要参与企业和着名合作伙伴

• 主要充电生态系统参与者
• 远距卡车充电站的主要合作伙伴

结论

• 4要点

充满成长机会的世界

• 成长机会 1 - 开发强大的充电技术来推动市场成长
• 成长机会2－为价值链参与企业的成长扩大商机
• 成长机会 3 - 将充电解决方案纳入车厂以改善车辆 TCO

下一步

"Energy Demand from Electric Heavy-duty Trucks (HDTs) Creates Revenue Generation Potential for Charging Point Operators."

Frost & Sullivan expects over 238,000 electric HDTs to be in long-haul operation in the United States and Europe by 2030. The total energy demand for these trucks will likely be about 79 TWh. To cater to this demand, 150 kW-1 MW chargers will become the predominant charging solutions for long-haul operation, while 350 kW-1 MW chargers will gain adoption for public/en-route charging in this decade.

The charging infrastructure value chain must be robust and efficient to meet this demand. The value chain starts from energy generation, followed by storage and distribution through transmission and distribution 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 in different parts of the value chain to cater to the charging requirements of the increasing number of electric trucks in operation.

By 2030, about 67,000 chargers will be necessary to cater to this demand in the United States and Europe exclusively for long-haul operations, leading to immense growth opportunities for charging ecosystem participants.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Electric
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Research Scope
• Powertrain Technology Segmentation
• Charger Power Output and EV Charging Value Chain Segmentation
• Growth Drivers
• Growth Restraints
• Growth Metrics

Forecasting Electric Charger Requirements- The United States

• Total Installed DC Fast Chargers (>50 kW)
• Share by State and CPO (>50 kW)
• HDT Long-haul Vehicles in Operation (VIO) and Energy Demand
• Factors Impacting Charger Requirements-Distance/Day
• Factors Impacting Charger Requirements-En-route Charging Percent
• En-route Charging-Time it Takes to Charge Across Various Power Outputs
• Destination Charging-Charging Time Across Various Power Outputs
• Total Energy Demand-En-route Charging vs. Destination Charging
• Charger Forecast-En route vs. Destination Across Power Outputs

Forecasting Electric Charger Requirements- Europe

• Total Installed DC Fast Chargers (>50 kW)
• Share by Country and CPO (>50 kW)
• HDT Long-haul VIO and Energy Demand
• Factors Impacting Charger Requirements-Distance/Day
• Factors Impacting Charger Requirements-En-route Charging Percent
• En-route Charging-Time it Takes to Charge Across Various Power Outputs
• Destination Charging-Time it Takes to Charge Across Various Power Outputs
• Total Energy Demand-En-route Charging vs. Destination Charging
• Charger Forecast-En-route vs Destination Across Power Outputs

Innovations in HD Charging

• Megawatt Charging System (MCS)
• Electric Roads-Inductive & Conductive Charging of HDTs
• Bi-directional Charging

Leading Participants in Long-haul Truck Charging and Notable Partnerships

• Major Charging Ecosystem Players
• Key Partnerships for Long-haul Truck Charging Stations

Conclusion

• Top 4 Takeaways

Growth Opportunity Universe

• Growth Opportunity 1-Developing Competent Charging Technology to Drive Market Growth
• Growth Opportunity 2-Expanding Revenue Opportunities for Value Chain Participant Growth
• Growth Opportunity 3-Inbuilt Charging Solutions in Fleet Yards for Better Fleet TCO

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer