Energy Demand from Electric Heavy-duty Trucks (HDTs) Creates Revenue Generation Potential for Charging Point Operators
The publisher expects over 238,000 electric HDTs to be in long-haul operation in the United States and Europe by 2030. The total energy demand for these trucks will likely be about 79 TWh. To cater to this demand, 150 kW-1 MW chargers will become the predominant charging solutions for long-haul operation, while 350 kW-1 MW chargers will gain adoption for public/en-route charging in this 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.
By 2030, about 67,000 chargers will be necessary to cater to this demand in the United States and Europe exclusively for long-haul operations, leading to immense growth opportunities for charging ecosystem participants.
