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市场调查报告书
商品编码
1643851
氢内燃机卡车市场:北美和欧洲(2024-2034)Hydrogen Internal Combustion Engine Truck Market, North America and Europe, 2024-2034 |
价格实惠、碳排放可忽略不计,将在短期至中期内推动氢内燃机的广泛应用
由于消费者兴趣下降和原材料价格上涨,近期电动车投资出现回落,这可能会促使 H2ICE 等替代性内燃机汽车降低价格溢价,以便在短期至中期内促进消费者的采用。氢动力内燃机只需进行少量的改造就能为顾客带来价值。这些燃料可以在现有的加油站使用,而无需升级或大幅改造现有的电力基础设施。
H2ICE 可以满足与 BEV 和 FCEV 重迭的广泛使用案例。氢气补给的可用性仍然是一个主要障碍,使得H2ICE更适合区域性、远距和重型应用,但对于城市应用的吸引力较小。短期内,氢气成本和加油站的使用将成为采用 H2ICE 的关键驱动因素。然而,从长远来看,纯电动车和燃料电池车的零件价格下降以及电力成本下降,可能会使 H2ICE 在拥有成本方面与零排放汽车相比缺乏竞争力。
预计2025年至2034年间,H2ICE的销量将成长61倍以上,在北美和欧洲的销量将达到23,640辆,其中北美将占销量的53%以上。考虑到使用情况、行驶里程和加油的便利性,预计两个地区 96% 以上的销售将来自大型车辆领域。
关键问题
Affordable Price Premiums and Negligible Carbon Emissions will Drive the Adoption of Hydrogen Internal Combustion Engines During the Short-to-medium Term
Recent cutbacks in EV investments due to lower consumer interest and higher raw material prices can boost alternative ICE vehicles, such as H2ICE, with lower price premiums that consumers can readily adopt in the short-to-medium term. ICEs running on hydrogen require minimal modifications and offer good customer value. These fuels can be made available at existing fuel stations without the need to upgrade or drastically change existing electricity infrastructure.
H2ICE can provide use cases for a wide range of applications, overlapping with both BEVs and FCEVs. The availability of hydrogen for refueling will remain a major impediment and make H2ICE more suitable for regional, long-haul, and heavy-duty applications and less attractive for urban applications. In the short term, the cost of hydrogen and the accessibility to refueling stations will be major factors in H2ICE adoption. However, in the long term, H2ICE will lose competitiveness in terms of cost of ownership, when compared to zero-emission vehicles, due to falling prices of BEV and FCEV components, as well as the lower cost of electricity.
H2ICE sales is expected to grow more than 61 times between 2025 and 2034 and reach 23,640 units across North America and Europe, with North America contributing more than 53% of the sales. More than 96% of the sales across the 2 regions will come from the heavy-duty segment, given the applications, range, and re-fueling accessibility factors.
Key Issues Addressed