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Energy Demand from Electric Heavy-duty Trucks (HDTs) Creates Revenue Generation Potential for Charging Point Operators
19-Dec-2023
North America
Market Research
PF21-01-00-00-00
AU_2023_424
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.
Author: Christus Divyan
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™
Research Scope
Powertrain Technology Segmentation
Charger Power Output and EV Charging Value Chain Segmentation
Growth Drivers
Growth Restraints
Growth Metrics
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
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
Megawatt Charging System (MCS)
Electric Roads—Inductive & Conductive Charging of HDTs
Bi-directional Charging
Major Charging Ecosystem Players
Major Charging Ecosystem Players (continued)
Major Charging Ecosystem Players (continued)
Major Charging Ecosystem Players (continued)
Key Partnerships for Long-haul Truck Charging Stations
Top 4 Takeaways
Growth Opportunity 1—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)
Your Next Steps
Why Frost, Why Now?
List of Exhibits
List of Exhibits (continued)
Legal Disclaimer
List of Figures
- Growth Opportunities in the Electric Truck Charging Ecosystem: Growth Drivers, 2023–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Growth Restraints, 2023–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Growth Metrics, United States and Europe, 2022
- Growth Opportunities in the Electric Truck Charging Ecosystem: Total Installed DC Fast Chargers (>50 kW), United States, 2022–2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: Share by State and CPO, United States, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: HDT Long-haul VIO and Energy Demand, United States, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Factors Impacting Charger Requirements, United States, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: En-route Charging, United States, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Destination Charging, United States, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Total Energy Demand, United States, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Charger Forecast, United States, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Total Installed DC Fast Chargers, Europe, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Share by Country and CPO, Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: HDT Long-haul VIO and Energy Demand, Europe, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Factors Impacting Charger Requirements, Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: En-route Charging, Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: Destination Charging, Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: Total Energy Demand, Europe, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: Charger Forecast, Europe, 2022–2030
- Growth Opportunities in the Electric Truck Charging Ecosystem: MCS, United States and Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: Electric Roads, United States and Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: Bi-directional Charging, United States and Europe, 2023
- Growth Opportunities in the Electric Truck Charging Ecosystem: Major CPOs, United States and Europe, 2023
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| Deliverable Type | Market Research |
|---|---|
| Author | Christus Divyan |
| Industries | Automotive |
| No Index | No |
| Is Prebook | No |
| Keyword 1 | Electric Truck Charging Infrastructure |
| Keyword 2 | Long Haul Electric Truck Charging Ecosystem |
| Keyword 3 | Electric HDT |
| List of Charts and Figures | Growth Opportunities in the Electric Truck Charging Ecosystem: Growth Drivers, 2023–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Growth Restraints, 2023–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Growth Metrics, United States and Europe, 2022~ Growth Opportunities in the Electric Truck Charging Ecosystem: Total Installed DC Fast Chargers (>50 kW), United States, 2022–2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: Share by State and CPO, United States, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: HDT Long-haul VIO and Energy Demand, United States, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Factors Impacting Charger Requirements, United States, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: En-route Charging, United States, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Destination Charging, United States, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Total Energy Demand, United States, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Charger Forecast, United States, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Total Installed DC Fast Chargers, Europe, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Share by Country and CPO, Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: HDT Long-haul VIO and Energy Demand, Europe, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Factors Impacting Charger Requirements, Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: En-route Charging, Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: Destination Charging, Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: Total Energy Demand, Europe, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: Charger Forecast, Europe, 2022–2030~ Growth Opportunities in the Electric Truck Charging Ecosystem: MCS, United States and Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: Electric Roads, United States and Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: Bi-directional Charging, United States and Europe, 2023~ Growth Opportunities in the Electric Truck Charging Ecosystem: Major CPOs, United States and Europe, 2023~ |
| Podcast | No |
| WIP Number | PF21-01-00-00-00 |