USD
GBP 
CNY 
EUR 
INR 
JPY 
MYR 
ZAR 
KRW 
THB 
Growth Opportunities in the Long-haul Electric Truck Charging Ecosystem United States and Europe
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
Speak directly with our analytics experts for tailored recommendations.
Recent related Automotive research
29 Oct 2026 | Global | Market Research
Heavy Commercial Vehicle Human Machine Interface (HMI) Market, Europe and North America, 2025–2033
The human-machine interface (HMI) market for heavy commercial vehicles (HCVs) in Europe and North America is undergoing rapid transformation, driven by regulatory mandates, automation, and connected interface innovation. The convergence of software-defined vehicle (SDV) architectures and advanced dr...
23 Oct 2026 | Global | Technology Research
Growth Opportunities in Vision Sensing, Automated Logistics, Drones, Batteries and RISC-V Cores
The Mobility Technology Opportunity Engine (TOE) covers innovations pertaining to Vision Sensing, Automated Logistics, Drones, Batteries and RISC-V Cores.The purpose of the Mobility Technology TOE is to raise awareness of global technology innovations in self-propelled ground-based mobile platforms ...
16 Oct 2026 | Global | Market Research
Via Transportation: Strategic Profile, Global, 2026
Via Transportation, Inc. (Via) is a leading business-to-business (B2B) transit software and tech-enabled operations company. The company’s platform serves five segments of the global demand-response transit (DRT) market: microtransit, paratransit, school transport, corporate/campus transport, and no...
15 Oct 2026 | Asia Pacific | Market Outlook
Automotive Market Opportunities, South Korea, 2026
This Frost & Sullivan report analyzes South Korea’s automotive market, focusing on passenger vehicles and light commercial vehicles.South Korea has built a fully integrated supply chain, covering everything from manufacturing to sales and aftermarket services. The entire business cycle is continuous...
15 Oct 2026 | Asia Pacific | Market Research
Replacement Turbocharger Aftermarket in Passenger and Light Commercial Vehicles, China, 2026–2032
This study provides a comprehensive assessment of the automotive turbocharger replacement aftermarket in China, with a 2025 base year and forecasts extending through 2032. The analysis covers the replacement market across passenger vehicles and light commercial vehicles, evaluating market size, unit...
Purchase includes:
- Report download
- Growth Dialog™ with our experts
Growth Dialog™
A tailored session with you where we identify the:- Strategic Imperatives
- Growth Opportunities
- Best Practices
- Companies to Action
Impacting your company's future growth potential.