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North American Electric Truck Charging Infrastructure—Revenue Opportunities
Transformational Growth of Revenue due to 130TW Electricity Consumption by 2030
09-May-2022
North America
Market Research
PCF2-01-00-00-00
AU02326-NA-MT_26520
By 2030, more than half the trucks operating in North America are expected to be powered by an electric powertrain. Light-duty vehicles are forecasted to be the early adopters, with nearly 86% share of the EV truck market in 2030. Among several EV truck charging types, AC & DC charging are expected to be the most adopted in North America. Level 2 (20kW) to Level 5 chargers (350kW) will be the predominant charging solutions in this decade, with even higher charging power developed by the end of the decade.
The charging infrastructure value chain must be robust and efficient to meet this demand. It starts from energy generation, followed by storing and energy distribution through transmission & distributor 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 actively in different parts of the value chain to cater to the charging requirement of the increasing number of electric trucks in operation. These broadly can be classified as portfolio, asset-heavy charging infrastructure, asset-light, and participants who provide charging infrastructure as a service.
To ensure that the truck operation is not affected by charging infrastructure availability, destination, depot, and en route charging are available. The choice within this 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 installed location.
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 130TW of electricity by 2030; 440k to 540k chargers are required to cater to this. Charging operators have several revenue opportunities to capitalize on in this decade.
Author: Christus Divyan
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the top Three Strategic Imperatives on Electric
Growth Opportunities Fuel the Growth Pipeline Engine™
Electric Trucks in Operation, 2022, 2025, and 2030
Types of Charging Solutions
Electric Vehicle Charging Infrastructure Value Chain
Participants Involved in the Charging Infrastructure Value Chain
Types of Charging during Truck Operation
Charging Infrastructure—Costs Incurred 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—Depth of Battery Discharge and Frequency of Charging
MDT—Depth of Battery Discharge and Frequency of Charging
HDT—Depth of Battery Discharge and Frequency of Charging
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 Level of Charger
MDT, Energy Consumption based on Level of Charger
HDT, Energy Consumption based on Level of Charger
Utilization Levels—Low & High Utilization Scenarios
Total Chargers Required—Low Utilization & High Utilization Scenarios
Revenue Models for a Charging Operator
Level 2 Charger, Costing Model for 1 Charging Station
Level 3 Charger, Costing Model for 1 Charging Station
Level 4 Charger, Costing Model for 1 Charging Station
Level 5 Charger, Costing Model for 1 Charging Station
Level 2 Charger, Revenue Potential for 1 Charging Station
Level 3 Charger, Revenue Potential for 1 Charging Station
Level 4 Charger, Revenue Potential for 1 Charging Station
Level 5 Charger, Revenue Potential for 1 Charging Station
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 & Number of Chargers Required
Summary—Revenue Model Comparison
Key Takeaways
Growth Opportunity 1—Competence of Charging Technology Vital for Market Growth
Growth Opportunity 1—Competence of Charging Technology Vital for 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 Solution in Fleet Yard for Better Fleet TCO
Growth Opportunity 3—Inbuilt Charging Solution in Fleet Yard for Better Fleet TCO ( continued)
List of Exhibits
List of Exhibits (continued)
List of Exhibits (continued)
List of Exhibits (continued)
List of Exhibits (continued)
Legal Disclaimer
List of Figures
- Electric Truck Charging Infrastructure: Electric Trucks in Operation, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: Types of Chargers, North America, 2022
- Electric Truck Charging Infrastructure: EV Charging Infrastructure Value Chain, North America, 2022
- Electric Truck Charging Infrastructure: EV Charging Infrastructure Value Chain Participants, North America, 2022
- Electric Truck Charging Infrastructure: Types of Charging during Truck Operation, North America, 2022
- Electric Truck Charging Infrastructure: Costs Involved in Setting up a Charging Station, North America, 2022
- Electric Truck Charging Infrastructure: Revenue Models for Charging Operators, North America, 2022
- Electric Truck Charging Infrastructure: Powertrain Segmentation, North America, 2022
- Electric Truck Charging Infrastructure: Growth Drivers, North America, 2022–2030
- Electric Truck Charging Infrastructure: Growth Restraints, North America, 2022–2030
- Electric Truck Charging Infrastructure: LDT Depth of Battery Discharge, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: MDT Depth of Battery Discharge, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: HDT Depth of Battery Discharge, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: 3 Charging Scenarios, North America, 2022–2030
- Electric Truck Charging Infrastructure: LDT Charging Time based on Charger Levels, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: MDT Charging Time based on Charger Levels, North America,2022, 2025, and 2030
- Electric Truck Charging Infrastructure: HDT Charging Time based on Charger Levels, North America,2022, 2025, and 2030
- Electric Truck Charging Infrastructure: LDT Charger Level Preference, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: MDT Charger Level Preference, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: HDT Charger Level Preference, North America, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: Destination/Depot Charging, Energy Required for LDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: En Route Charging, Energy Required for LDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: Total Energy Required for LDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: Destination/Depot Charging, Energy Required for MDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: En Route Charging, Energy Required for MDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: Total Energy Required for MDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: Destination/Depot Charging, Energy Required for HDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: En Route Charging, Energy Required for HDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: Total Energy Required for HDT parc, North America, 2022–2030
- Electric Truck Charging Infrastructure: Utilization Levels, North America, 2022–2030
- Electric Truck Charging Infrastructure: Number of Chargers Required, North America, 2022–2030
- Electric Truck Charging Infrastructure: Revenue Models, North America, 2022–2030
- Electric Truck Charging Infrastructure: Fixed Costs (One time), North America,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), North America, 2022
- Electric Truck Charging Infrastructure: Total cost/kWh per Utilization, North America, 2022–2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), North America,2022
- Electric Truck Charging Infrastructure: Total cost/kWh per Utilization, North America, 2022–2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), North America,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), North America, 2022
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