European Electric Truck Charging Infrastructure-Revenue Opportunities

Description

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

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.

Product Code: PD38-42

Strategic Imperatives

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™

Growth Environment

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

Section 1-Depth of Discharge, Charging Time, and Energy Consumption

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

Section 2-Utilization Level and Number of Chargers Required

Utilization Levels-Low- and High-utilization Scenarios
Total Required Chargers-Low- and High-utilization Scenarios

Section 3-Revenue Potential for Different Business Models

Charging Operator Revenue Models

Section 3.1-Model 1, Cost and Revenue Potential

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

Section 3.2-Model 2, Cost and Revenue Potential

Cost Model for a Charging Operator-Model 2 Operation
Revenue Potential for a Charging Operator-Model 2 Operation

Section 3.3-Model 3, Cost and Revenue Potential

Cost Model for a Charging Operator-Model 3 Operation
Revenue Potential for a Charging Operator-Model 3 Operation

Conclusion

Summary-Energy Consumption and Number of Required Chargers
Summary-Revenue Model Comparison
Key Takeaways

Growth Opportunity Universe

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)
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