European Electric Truck Charging Infrastructure—Revenue Opportunities

European Electric Truck Charging Infrastructure—Revenue Opportunities

Transformational Growth of Charging Infrastructure to Cater to the 100TWh Electricity Consumption by 2030

RELEASE DATE
10-Aug-2022
REGION
Europe
Research Code: PD38-01-00-00-00
SKU: AU02382-EU-MT_26788
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Description

By 2030, more than 5.8 million electric trucks are expected to be in operation in Europe. Light-duty vehicles are forecast to be the early adopters, with nearly an 87% share of the EV truck market in 2030. Among several EV truck charging types, AC and DC charging are expected to be the most adopted in Europe. 20kW-1MW chargers will become predominant charging solutions in this decade, with even higher charging power being developed by the end of the 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. These can be broadly classified as portfolio, asset-heavy and asset-light charging infrastructure, and participants that provide charging infrastructure as a service.

To ensure that truck operations are not affected by the lack of charging infrastructure, destination, depot, and en-route charging are available, and the choice 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 the location of installation.

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 100TWh of electricity by 2030, and 299k-367k chargers are required to cater to this. Charging operators have several revenue opportunities to capitalize on in this decade.

Author: Christus Divyan

Table of Contents

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™

Electric Trucks in Operation, 2022, 2025, and 2030

Charging Solutions

EV Charging Infrastructure Value Chain

Charging Infrastructure Value Chain Participants

Types of Charging during Truck Operation

Charging Infrastructure—Costs 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

LDT—Battery DoD and Charging Frequency

MDT—Battery DoD and Charging Frequency

HDT—Battery DoD and Charging Frequency

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 Charger Level

MDT—Energy Consumption Based on Charger Level

HDT—Energy Consumption Based on Charger Level

Utilization Levels—Low- and High-utilization Scenarios

Total Required Chargers—Low- and High-utilization Scenarios

Costing Model for Charging Station—20 kW Charger

Costing Model for Charging Station—50 kW Charger

Costing Model for Charging Station—150 kW Charger

Costing Model for Charging Station—350 kW Charger

Costing Model for Charging Station—1 MW Charger

Revenue Potential per Charging Station—20 kW Charger

Revenue Potential per Charging Station—50 kW Charger

Revenue Potential per Charging Station—150 kW Charger

Revenue Potential per Charging Station—350 kW Charger

Revenue Potential per Charging Station—1 MW Charger

Cost Model for a Charging Operator—Model 2 Operation

Revenue Potential for a Charging Operator—Model 2 Operation

Cost Model for a Charging Operator—Model 3 Operation

Revenue Potential for a Charging Operator—Model 3 Operation

Summary—Energy Consumption and Number of Required Chargers

Summary—Revenue Model Comparison

Key Takeaways

Growth Opportunity—Developing Competent Charging Technology to Drive Market Growth

Growth Opportunity 1—Developing Competent Charging Technology to Drive 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 Solutions in Fleet Yards for Better Fleet TCO

Growth Opportunity 3—Inbuilt Charging Solutions in Fleet Yards for Better Fleet TCO ( continued)

List of Exhibits

List of Exhibits (continued)

List of Exhibits (continued)

List of Exhibits (continued)

Legal Disclaimer

By 2030, more than 5.8 million electric trucks are expected to be in operation in Europe. Light-duty vehicles are forecast to be the early adopters, with nearly an 87% share of the EV truck market in 2030. Among several EV truck charging types, AC and DC charging are expected to be the most adopted in Europe. 20kW-1MW chargers will become predominant charging solutions in this decade, with even higher charging power being developed by the end of the 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. These can be broadly classified as portfolio, asset-heavy and asset-light charging infrastructure, and participants that provide charging infrastructure as a service. To ensure that truck operations are not affected by the lack of charging infrastructure, destination, depot, and en-route charging are available, and the choice 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 the location of installation. 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 100TWh of electricity by 2030, and 299k-367k chargers are required to cater to this. Charging operators have several revenue opportunities to capitalize on in this decade. Author: Christus Divyan
More Information
Author Christus Divyan
Industries Automotive
No Index No
Is Prebook No
Keyword 1 EV Trucks
Keyword 2 EV Truck Market
Keyword 3 Mobile EV Charging Truck
Podcast No
WIP Number PD38-01-00-00-00