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북미의 전기 트럭 TCO(총보유비용) 분석과 사례(2017-2030년)

TCO Analysis and Case for Electric Trucks in North America, 2017-2030

리서치사 Frost & Sullivan
발행일 2019년 02월 상품 코드 797400
페이지 정보 영문 93 Pages
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북미의 전기 트럭 TCO(총보유비용) 분석과 사례(2017-2030년) TCO Analysis and Case for Electric Trucks in North America, 2017-2030
발행일 : 2019년 02월 페이지 정보 : 영문 93 Pages

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

북미의 전기 트럭 TCO(총보유비용)에 대해 4개 부문별(도시 배송용 트럭, 장거리 트럭, 쓰레기 수거차, 터미널 트랙터/야드 트럭)로 분석했으며, 각 부문의 디젤 및 전전기식 트럭 리스, 정비, 연료 보급, 충전 비용 분석, 연비, 배터리 가격, 디젤 비용, 주행거리 및 에너지 효율 등을 비교했습니다.

제1장 주요 요약

제2장 조사 범위, 목적, 배경, 방법

제3장 운행비 내역 : 디젤, 배터리, 충전 예측

  • 운행비 내역 : 가정
  • 1갤런당 디젤 비용 : 예측
  • 1kWh당 배터리 가격 : 예측
  • 1kWh당 충전 비용 : 피크시, 오프피크시

제4장 도시 배송용 트럭

  • 차량의 특징
  • 트럭의 잔존가치 : 디젤/전기
  • 연비
  • 연료 효율, 범위, 배터리 용량
  • 디젤·전기 트럭의 가격
  • 충전 비용 : 전제조건
  • 1kWh당 충전 비용
  • 1마일당 리스 비용 : 디젤·전기 트럭
  • 1마일당 정비 비용 : 디젤·전기 트럭
  • 1마일당 연료 보급/충전 비용 : 디젤·전기 트럭
  • 손익분기점 : 도시 배송용 트럭
  • 4년간 TCO 비교
  • 도시 배송용 트럭의 1마일당 TCO 비교 : 디젤/전기

제5장 장거리 트럭

  • 차량의 특징
  • 장거리 트럭의 잔존가치 : 디젤/전기
  • 연비
  • 연료 효율, 범위, 배터리 용량
  • 디젤·전기 트럭의 가격
  • 충전 비용 : 전제조건
  • 1kWh당 충전 비용
  • 1마일당 리스 비용 : 디젤·전기 트럭
  • 1마일당 정비 비용 : 디젤·전기 트럭
  • 1마일당 연료 보급/충전 비용 : 디젤·전기 트럭
  • 손익분기점 : 장거리 트럭
  • 4년간 TCO 비교
  • 장거리 트럭의 1마일당 TCO 비교 : 디젤/전기

제6장 쓰레기 수거차

  • 차량의 특징
  • 쓰레기 수거차의 잔존가치 : 디젤/전기
  • 연비
  • 연료 효율, 범위, 배터리 용량
  • 디젤·전기 트럭의 가격
  • 충전 비용 : 전제조건
  • 1kWh당 충전 비용
  • 1마일당 리스 비용 : 디젤·전기 트럭
  • 1마일당 정비 비용 : 디젤·전기 트럭
  • 1마일당 연료 보급/충전 비용 : 디젤·전기 트럭
  • 손익분기점 : 쓰레기 수거차
  • 4년간 TCO 비교
  • 쓰레기 수거차의 1마일당 TCO 비교 : 디젤/전기

제7장 야드 트럭

  • 차량의 특징
  • 야드 트럭의 잔존가치 : 디젤/전기
  • 연비
  • 연료 효율, 범위, 배터리 용량
  • 디젤·전기 트럭의 가격
  • 충전 비용 : 전제조건
  • 1kWh당 충전 비용
  • 1마일당 리스 비용 : 디젤·전기 트럭
  • 1마일당 정비 비용 : 디젤·전기 트럭
  • 1마일당 연료 보급/충전 비용 : 디젤·전기 트럭
  • 손익분기점 : 야드 트럭
  • 4년간 TCO 비교
  • 야드 트럭의 1마일당 TCO 비교 : 디젤/전기

제8장 성장 기회

  • 성장 기회
  • 전략적 원칙

제9장 결론

제10장 부록

KSM 19.03.12

Stringent Emission Regulations, Falling Battery Prices, and Lower Maintenance Costs to Drive Electrification in the Trucking Industry

This Frost & Sullivan research indicates that the trucking industries in North America and Europe are increasingly facing a shortage of skilled drivers and there are concerns regarding the economic outlook and operating margins. The total cost of ownership (TCO), downtime reduction, regulation compliance, driver shortage, and equipment utilisation are emerging as decisive factors in the adoption of advanced truck technologies by fleet managers. Owing to a likely tightening of emission regulations in various regions, fleets will look to adopt fuel-efficient technologies that deliver value-added benefits such as safety and increased life. Alternative powertrains are also entering the commercial trucking space, even though fleets are apprehensive of the potential and feasibility of electrification in the truck industry due to the high prices. However, falling battery prices and growing consumer awareness are expected to encourage electrification in the industry.

Incumbents such as Nikola and Tesla have disrupted the trucking industry by announcing a slew of products in the electric truck segment, while traditional truck manufacturers have been slow to promote electrification as a viable alternative to diesel. Apart from Tesla and Nikola, players such as Orange EV and Wrightspeed too have shown potential in the vocational truck segments.

Research Highlights:

The study analyses the operational costs of trucking in four different segments - urban delivery, long haul, refuse trucks, and terminal tractors/yard trucks. The models employed in the study compare the lease, maintenance, and refueling or charging costs between the diesel and fully electric variants in each of the segments. The total costs of operation are assessed for the first four years of the lifecycle. Fuel economy, battery prices, diesel costs, range, and energy efficiency of batteries are a few of the factors that are evaluated and forecast for different truck applications. After comparing the costs and the cost per mile of diesel and electric trucks, the study revealed that the electric variant of refuse trucks cost much less to operate than their diesel trucks. Among electric trucks in the other segments, yard and urban delivery trucks achieved parity in cost per mile in the short to medium term. Long haul trucks are expected to adopt electrification slower than other segments as parity is expected to be achieved only by 2027/2028. The lower operational costs of electric trucks will boost electrification in the North American medium and heavy duty segments by 2025.

As GHG emission mandates become more stringent and companies look to provide cleaner trucks, electrification will gain popularity. Falling battery prices, rapid technology developments in electrification, and huge market potential will attract new technology players and startups to the electric commercial vehicle space, while traditional truck manufacturers will be compelled to add electric vehicles to their product portfolios.

Table of Contents

1. EXECUTIVE SUMMARY

  • Executive Summary-Driving Factors
  • Executive Summary-Declining Battery Costs
  • Executive Summary-Electric Truck Portfolio of Key OEMs
  • Executive Summary-Comparison of Breakeven Points

2. RESEARCH SCOPE, OBJECTIVES, BACKGROUND, AND METHODOLOGY

  • Research Scope
  • Research Aims and Objectives
  • Key Questions this Study Will Answer
  • Research Background
  • Research Methodology

3. COSTS OF OPERATION BREAKDOWN-FORECASTS OF DIESEL, BATTERY, AND CHARGING

  • Costs of Operation-Breakdown and Assumptions
  • Diesel Cost Per Gallon-Forecast Until 2030
  • Battery Price Per kWh-Forecast Until 2030
  • Peak and Off-peak Charging Costs per kWh

4. URBAN DELIVERY TRUCKS

  • Vehicle Attributes-Urban Delivery Trucks
  • Residual Vales for Diesel and Electric Trucks
  • Fuel Economy
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Urban Delivery Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Delivery Trucks
  • Diesel and Electric Urban Delivery Trucks-Comparison of TCO Per Mile

5. LONG-HAUL TRUCKS

  • Vehicle Attributes-Long Haul Trucks
  • Residual Vales for Diesel and Electric Long Haul Trucks
  • Fuel Economy (mpg)
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Long Haul Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Long Haul Trucks
  • Diesel and Electric Long Haul Trucks-Comparison of TCO Per Mile

6. REFUSE TRUCKS

  • Vehicle Attributes-Refuse Trucks
  • Residual Vales for Diesel and Electric Refuse Trucks
  • Fuel Economy
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Refuse Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Refuse Trucks
  • Diesel and Electric Refuse Trucks-Comparison of TCO Per Mile

7. YARD TRUCKS

  • Vehicle Attributes-Yard Trucks
  • Residual Vales for Diesel and Electric Yard Trucks
  • Fuel Economy
  • Energy Efficiency, Range, and Battery Capacity
  • Price of Diesel and Electric Trucks
  • Electric Charging Costs-Assumptions
  • Charging Cost per kWh
  • Leasing Costs Per Mile for Diesel and Electric Trucks
  • Maintenance Costs Per Mile for Diesel and Electric Trucks
  • Refueling/Charging Costs Per Mile for Diesel and Electric Trucks
  • Breakeven Point for Yard Trucks
  • Comparison of TCO Over 4 Years-Diesel and Electric Yard Trucks
  • Diesel and Electric Yard Trucks-Comparison of TCO Per Mile

8. GROWTH OPPORTUNITIES

  • Growth Opportunity
  • Strategic Imperatives for Commercial Vehicle Market

9. CONCLUSIONS

  • The Last Word-3 Big Predictions
  • Legal Disclaimer

10. APPENDIX

  • Acronyms Used
  • Market Engineering Methodology
  • List of Exhibits
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
  • List of Exhibits (continued)
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