54,000 electric trucks to be on US roads by 2025September 7, 2020
The electric truck industry will grow from 2,000 vehicles on public roads in the US in 2019 to 54,000 by 2025, and the number of fast charging stations will reach 48,000, according to analysts at the Wood Mackenzie consulting company, Electrek reports. WoodMac believes the industry is in its infancy and growth will peak after 2025.
Despite the fact that trucks are the second largest source of CO2 emissions from vehicles in the United States, the main focus of government regulators has been on the electrification of passenger vehicles. However, the success of Tesla and a few lesser-known automakers will allow the US government to shift its focus to freight transport over the next five years.
The power reserve of modern trucks on electricity does not exceed 480 km on average, but this is already enough. WoodMac explains that more than 68% of urban and regional trucks use only a few hours a day and travel short distances. Thus, freight transport does not require the development of innovative technologies and new types of batteries, but only needs a well-thought-out infrastructure that will provide carriers with affordable and fast charging stations.
In the coming years, electric trucks will use the same battery charging stations as electric buses. The main method of recharging the battery will remain connected to the network, rather than wireless charging, which is now actively developed and tested by several companies. WoodMac analysts believe trucks require more power to recharge and also use larger units, so wireless stations would be unprofitable for trucks.
At the same time, the growth of infrastructure to 48 thousand charging stations throughout the United States will create additional motivation for manufacturers of freight electric transport and ensure the interest in the development of this sector from the state.
Among the most promising projects, WoodMac singles out Volvo Low Impact Green Heavy Transport Solutions (LIGHTS). It is being marketed by Volvo Group, Volvo Trucks and Greenlots and will be deploying large-scale fast charging stations in North America. LIGHTS officials say the new program will play a key role in electrifying trucks and reducing US CO2 emissions.
As for the automakers themselves, WoodMac does not name specific names, but there are now only a few large players in the US interested in the production of electric trucks. Tesla unveiled the electric Semi back in 2017, but the electric towing vehicle still hasn’t gone on sale, although Elon Musk said in June this year that the Semi was already ready for mass production. Tesla is followed by Daimler, the parent company of Mercedes-Benz, and Ford. Both companies introduced electric trucks in 2018, but only a Daimler tractor has appeared on the market so far. And the last automaker is the Freightliner, with an electric reincarnation of the classic Cascadia truck, which will go to production lines in 2021.
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