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.
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™
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
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
Utilization Levels—Low- and High-utilization Scenarios
Total Required Chargers—Low- and High-utilization Scenarios
Charging Operator Revenue Models
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
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 and Number of Required Chargers
Summary—Revenue Model Comparison
Key Takeaways
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)
Legal Disclaimer
List of Figures- Electric Truck Charging Infrastructure: Electric Trucks in Operation, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure Value Chain, Europe, 2022
- Electric Truck Charging Infrastructure Value Chain Participants, Europe, 2022
- Electric Truck Charging Infrastructure: Types of Charging during Truck Operation, Europe, 2022
- Electric Truck Charging Infrastructure: Costs in Setting up a Charging Station, Europe, 2022
- Electric Truck Charging Infrastructure: Revenue Models for Charging Operators, Europe, 2022
- Electric Truck Charging Infrastructure: Powertrain Segmentation, Europe, 2022
- Electric Truck Charging Infrastructure: Growth Drivers, Europe, 2023 2030
- Electric Truck Charging Infrastructure: Growth Restraints, Europe, 2023 2030
- Electric Truck Charging Infrastructure: LDT Depth of Battery Discharge, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: MDT Depth of Battery Discharge, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: HDT Depth of Battery Discharge, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: 3 Charging Scenarios, Europe, 2022 2030
- Electric Truck Charging Infrastructure: LDT Charging Time Based on Charger Levels, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: MDT Charging Time Based on Charger Levels, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: HDT Charging Time Based on Charger Levels, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: LDT Charger level Preference, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: MDT Charger level Preference, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: HDT Charger level Preference, Europe, 2022, 2025, and 2030
- Electric Truck Charging Infrastructure: Destination/Depot Charging, Required Energy for LDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: En route Charging, Required Energy for LDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Total Required Energy for LDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Destination/Depot Charging, Required Energy for MDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: En route Charging, Required Energy for MDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Total Required Energy for MDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Destination/Depot Charging, Required Energy for HDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: En route Charging, Required Energy for HDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Total Required Energy for HDT Parc, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Utilization Levels, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Number of Required Chargers, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Revenue Models, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022
- Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022
- Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022
- Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022
- Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022
- Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022
- Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030
- Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 1, 20 kW Charger, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 1, 50 kW Charger, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 1, 150 kW Charger, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 1, 350 kW Charger, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 1, 1 MW Charger, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Cost for Model 2 Operation, Europe, 2022,2025, and 2030
- Electric Truck Charging Infrastructure: Model 2, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 3, Cost Model, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Model 3, Revenue Potential, Europe, 2022 2030
- Electric Truck Charging Infrastructure: Energy Consumption and Number of Required Chargers, Europe, 2022, 2025,and 2030
- Electric Truck Charging Infrastructure: Revenue Model Comparison, Europe, 2022, 2025, and 2030
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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.
Author: Christus Divyan
| Deliverable Type | Market Research |
|---|---|
| Author | Christus Divyan |
| Industries | Automotive |
| No Index | No |
| Is Prebook | No |
| Keyword 1 | EV Trucks |
| Keyword 2 | EV Truck Market |
| Keyword 3 | Mobile EV Charging Truck |
| List of Charts and Figures | Electric Truck Charging Infrastructure: Electric Trucks in Operation, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure Value Chain, Europe, 2022~ Electric Truck Charging Infrastructure Value Chain Participants, Europe, 2022~ Electric Truck Charging Infrastructure: Types of Charging during Truck Operation, Europe, 2022~ Electric Truck Charging Infrastructure: Costs in Setting up a Charging Station, Europe, 2022~ Electric Truck Charging Infrastructure: Revenue Models for Charging Operators, Europe, 2022~ Electric Truck Charging Infrastructure: Powertrain Segmentation, Europe, 2022~ Electric Truck Charging Infrastructure: Growth Drivers, Europe, 2023 2030~ Electric Truck Charging Infrastructure: Growth Restraints, Europe, 2023 2030~ Electric Truck Charging Infrastructure: LDT Depth of Battery Discharge, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: MDT Depth of Battery Discharge, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: HDT Depth of Battery Discharge, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: 3 Charging Scenarios, Europe, 2022 2030~ Electric Truck Charging Infrastructure: LDT Charging Time Based on Charger Levels, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: MDT Charging Time Based on Charger Levels, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: HDT Charging Time Based on Charger Levels, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: LDT Charger level Preference, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: MDT Charger level Preference, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: HDT Charger level Preference, Europe, 2022, 2025, and 2030~ Electric Truck Charging Infrastructure: Destination/Depot Charging, Required Energy for LDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: En route Charging, Required Energy for LDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Total Required Energy for LDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Destination/Depot Charging, Required Energy for MDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: En route Charging, Required Energy for MDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Total Required Energy for MDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Destination/Depot Charging, Required Energy for HDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: En route Charging, Required Energy for HDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Total Required Energy for HDT Parc, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Utilization Levels, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Number of Required Chargers, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Revenue Models, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022~ Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022~ Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022~ Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022~ Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022~ Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022~ Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022~ Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022~ Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Fixed Costs (One Time), Europe,2022~ Electric Truck Charging Infrastructure: Variable Costs (Yearly), Europe, 2022~ Electric Truck Charging Infrastructure: Total Cost/kWh per Utilization, Europe, 2022 2030~ Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 1, 20 kW Charger, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 1, 50 kW Charger, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 1, 150 kW Charger, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 1, 350 kW Charger, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: IRR for Different Scenarios, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Revenue Potential for Scenario 3, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 1, 1 MW Charger, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Cost for Model 2 Operation, Europe, 2022,2025, and 2030~ Electric Truck Charging Infrastructure: Model 2, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 3, Cost Model, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Model 3, Revenue Potential, Europe, 2022 2030~ Electric Truck Charging Infrastructure: Energy Consumption and Number of Required Chargers, Europe, 2022, 2025,and 2030~ Electric Truck Charging Infrastructure: Revenue Model Comparison, Europe, 2022, 2025, and 2030~ |
| Podcast | No |
| WIP Number | PD38-01-00-00-00 |
European Electric Truck Charging Infrastructure—Revenue Opportunities
European Electric Truck Charging Infrastructure—Revenue Opportunities
Transformational Growth of Charging Infrastructure to Cater to the 100TWh Electricity Consumption by 2030
RELEASE DATE
10-Aug-2022
10-Aug-2022
REGION
Europe
Europe
Deliverable Type
Market Research
Market Research
Research Code: PD38-01-00-00-00
SKU: AU02382-EU-MT_26788
$4,950.00
In stock
SKU
AU02382-EU-MT_26788