思略特2024年全球卡车研究报告电池电动卡车正在崛起英文版37页

September 2024Battery-electric trucks on the riseTruck Study 2024Strategy&<<<<<<<<<<<<Executive summaryHigher initial investments remain a challenge – yet TCO clearly pushes towards electrification. BET efficiency, charging infrastructure utilization, and the right choice of cell chemistry as key TCO drivers.By 2030, we expect more than 20% of transportation to be be electrified. With more than 1,700 GWh in 2040, truck batteries gain in importance, with increasing importance of LFP.The impact of electrification in logistics and transportation requires not only significant investments in public and private infrastructure, but also updated operating models. To make the BET transition a success, cross-industry efforts are required – from regulatory, via automotive and energy towards logistics facilitated by financial services.Regulatory drivers are pushing towards Battery-electric trucks, while OEMs offer a growing range of BET products. Further truck electrification requires new platform