市场调查报告书
商品编码
1555421
美国长途卡车的电气化Long-Haul Truck Electrification in the US: Adoption, Infrastructure, and Energy Impacts on the US Long-Haul Truck Market, Analysis and Forecasts, 2024-2033 |
产业专家预测,由于购买成本高且缺乏充电基础设施,长途卡车将成为最后实现电气化的车辆领域之一。2023年,美国销售的125,000 辆半挂卡车中只有 500 辆是电动车。未来10年,州级零排放汽车销售规定,例如加州的高级清洁卡车法规,将成为电动半拖车销售的主要推动力。从2035年开始,电池成本的降低和充电基础设施的发展预计将成为销售的驱动因素。
道路充电的供电挑战意味着道路充电埠的数量及其额定容量存在很大的不确定性。在一种情况下,卡车加油站只有兆瓦级超快速充电设备,充电时间与柴油箱加油的时间大致相同。另一种情况是将用于公路卡车的兆瓦充电器与用于长时间停放卡车的较慢充电器结合。部署远端电气化不仅需要解决这项挑战,还需要确定电动拖车所需的卡车站数量。
本报告分析了美国长途卡车运输市场及其未来十年的电气化潜力。按动力系统和地区划分的2024年至2033年美国长途卡车的部署和销售预测,以及同期支援电动长途卡车营运所需的充电基础设施和能源的预测依地区和用例显示。
Industry experts expect long-haul trucks to be among the last automotive sectors to electrify due to their high purchase cost and the lack of available charging infrastructure. In 2023, only 500 semitruck sales out of 125,000 in the US were EVs. Over the next 10 years, the primary driver for electric semi sales will be state-level zero emissions vehicle sales mandates such as California's Advanced Clean Trucks regulation. After 2035, sales are likely to be driven by reductions in battery costs and a more established charging infrastructure.
The challenge of providing power for en route charging means a high level of uncertainty around the number of corridor ports and their rated capacity. Under one scenario, truck stops would only have ultrafast megawatt charging, and charging would take a similar amount of time as refueling a diesel tank. Another scenario would entail a combination of megawatt chargers for trucks continuing on their way and slower chargers for trucks parking for longer periods. Rolling out long-haul electrification will require addressing this challenge as well as determining the number of truck stops necessary for electric semis.
This Guidehouse Insights report analyzes the US long-haul trucking market and its potential for electrification over the next decade. It provides deployment and sales forecasts for long-haul trucks in the US from 2024-2033, broken down by powertrain and region, and forecasts for the charging infrastructure and energy needed to support electrified long-haul trucking operations for the same time period, broken down by region and use case.
Electric Semitrucks Registered in 2023, US
Companies Registering Semitrucks in 2023, US
States with Advanced Clean Trucks Policies
Corridor Electrification Initiatives