Truck decarbonization race: Who is taking the pole position? - Siemens Advanta
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Siemens Advanta Truck decarbonization race: Who is taking the pole position? Unrestricted © Siemens 2021 siemens-advanta.com
Transportation accounts for roughly 25%
of global CO2 emissions
Global CO2 emissions 2019:
33 bn tons
Transport sector 1) Road transport
8 bn tons: 6 bn tons:
25% 70-75%
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1) Rail, aviation, road and others
Source: Climate Watch; IEA; Siemens, European Commission 2Cars, vans and trucks in the transport sector have significant
decarbonization goals of ~30-40% until 2030 based on EU regulation
EU regulation EU regulation
for cars & vans for trucks
2020 emission level for new cars in EU: 95 g/km Strict emission targets to be met starting from 2025:
Unrestricted © Siemens 2021
EU fleet-wide CO2 emission targets: • From 2025 onwards: 15% reduction
• Cars: 15% reduction 1) by 2025; 37.5% by 2030 2) • From 2030 onwards: 30% reduction 2)
• Vans: 15% reduction 1) by 2025; 31% by 2030 2) First applied to heavy duty trucks
(65-70% of total CO2 emissions)
Penalty / tax:
95 EUR for each g/km of target exceedance Penalty / tax: 4,250 EUR per gCO2/tkm in 2025
and 6,800 EUR per gCO2/tkm in 2030
1) Reference point: 2021
2) Target of European Commission: Zero emissions by 2050
Source: Climate Watch; IEA; Siemens, European Commission 3Battery BEV annual sales, in million units
1.0
technology
will power 0.8
Battery is the
long term solution
new cars and to decarbonize
cars and urban
China
urban 0.6 commercial
vehicles
commercial
vehicles ... 0.4
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Europe
0.2
0.0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
BEV: Battery electric vehicle; OCL: Overhead Catenary Lines;
EV: Electric vehicle
Source: CAAC, Europ. Alternative Fuel Observatory,
Siemens, Handelsblatt, NPM 4…
but leading Electric:
Tesla plans to deliver their
battery EV truck "Semi" end of 2021
decarboni-
zation
Synthetic fuel:
approach for Overhead
Porsche & Siemens Energy plan
to produce up to 55 mio liters of
trucks remains Catenary Lines:
Scania supplying
synthetic fuel by 2024 in Chile
open 22 OCL-trucks for
Germany, where
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the government is
Hydrogen fuel cells:
electrifying several
Hyundai delivered the first of their total of
100 of km by
1600 H2 medium weight fuel cell trucks
2024
to Switzerland; also Toyota, Volvo and
Daimler work on H2 fuel cell powered
trucks
Source: CAAC, Europ. Alternative Fuel Observatory,
Siemens, Handelsblatt, NPM 5Decarbonization of heavy duty trucks will be possible by
using different drive train technologies per use case
Booster: Overhead Catenary Lines (details on next slide)
H2
Hydrogen Battery Synthetic/bio-based
fuel cell power electric power fuel power
High range to mass ratio Technology eco-system proven Available infrastructure, suitable to
with light duty vehicles decarbonize existing fleet 1) 2)
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High operational cost Limited range Limited availability of fuels
(e.g. due to fuel price, efficiency)
Preferred use case
Best for long range use case Best for decarbonized urban Best for existing fleet
in which electrification is not distribution use case decarbonization use case
economical
1) Assuming a hybrid-electric drivetrain truck is used 2) Synthetic fuels require carbon capture technologies for decarbonization
Source: Siemens 6Overhead Catenary Lines
All three drive train technologies and their business cases can be
"boosted" by charging infrastructure such as "Overhead Catenary Lines"
(OCL) on highly frequented routes. The technology works similar to
electric trains and reduces the cost per kilometer when in use.
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Source: Siemens 7Hydrogen is prominent in the press, yet other drive train
technologies are also pushed by key market players
H2
Formed a JV to develop fuel cell Agreed to jointly develop a heavy- Strong start of hydrogen truck Committed to the investment of up
systems for heavy-duty trucks duty FC truck activity in Switzerland to 1 bn EUR in the development of
• Daimler consolidated its FC activities • Based on modified Hino Profia • First delivery of H2 Xcient trucks, July truck and bus e-drive-trains; JV with
• Volvo to acquire 50% in JV with (adjusted chassis system for FC) 2020 Hino Motors for FC trucks
0.6 bn EUR • Using Toyota's latest FC stacks • Plans to increase production capacity • E-drives to be used for MAN, Scania,
• Series production to be started in the (initially developed for Mirai) to 2,000 units per year by 2021 VWCO and Hino
second half of the decade • Length of 12 m, weight of 25 t, • Announced to spend 6.4 bn USD on • VWCO received order for 1600
range of 600 km hydrogen technology globally by etrucks in Brasil
2030
Daimler Truck AG Toyota Hyundai Traton Group
H2 H2 H2 H2
& Volvo Group & Hino Motors Motors & Hino Motors
SAIC Motor Hyzon Siemens Mobility
H2 H2 Tesla, Inc.
Cooperation Motors Group & Scania AB
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Leading Chinese OEM in FC heavy Hyzon Motors is a 2020 spin-off of Plans on starting production of Tesla In R&D partnership to test Overhead
duty trucks Horizon Fuel Cell Technologies Pte Semi end of 2021 Catenary Lines on highways
• Launched FC500 D12 FC trucks, • Develop Medium & Heavy duty FC • Semi 2.0 announced to have up to • First pilot projects in Germany built
series production planned to start in trucks 1000 km range on motorways, used in regular
2020 • Offer trucks from 12-50 t powered • Semi offered with 480-800 km trucking
• 7 t load capacity, 500 km range by with 400-600 km range range • Cost of 3-12 ct/km for technology use
• 3 min refueling time • Hiringa ordered for up to 1,500 • Weight optimization ongoing to • Germany plans to build-up ~300km
trucks by 2026 reduce negative impact on load of OCL by 2024, with national plans
capacity of 4,000 km by 2030 being promoted
Note: FC: fuel cell; OCL.: Overhead Catenary Lines; Synfuels can be used in most of the existing fleet
Source: Siemens, public press releases 8Regulatory framework in support of alternative drive train
trucks is accelerating across Europe, Americas and Asia
H2
California Germany
• Requirement for new trucks to be zero Overview of regulatory framework • 4.1 billion investment in infrastructure
emission from 2024 (inc. sales %) for alternative fuel technologies for road
• 40% of tractor trucks sold transport
~10-13
need to be zero emission EUR/kg • Electric trucks (batt., catenary,
by 2032 hybrid, fuel cell) pay no heavy ~9-10
truck highway fee (~0.2 EUR/km) EUR/kg
Sweden
• National plan for 2,000 km Austria
of electrified motorways for • Lower highway rates 2) for
trucks by 2030 fully-electric and non-hybrid
~8-10 ~9
hydrogen FCV in 2020
EUR/kg EUR/kg
Norway China
• Incentive for EVs (including FCV) • Regional government subsidies for
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trucks hydrogen fueling stations 3)
• No annual road tax ~8-9 • Subsidies on BEV trucks ~5-8
• Lower highway fares 1) EUR/kg EUR/kg
• Lower parking fees 1)
Switzerland South Korea
• Vehicles with electrical • For EV (including FCV) trucks, highway
drive train (including FC) fee can be reduced by 50%
are exempt from ~10-13 ~5-6
heavy vehicle charge EUR/kg EUR/kg
Note: Selective regulations only as of February 2021 1) Up to 50% discount 2) ~10-20 EUR ct/km, depending on size (2-axle to 4-axle)
3) Up to 500k EUR per station 4) Based on local prices and hydrogen production mix in Jan 2021
Source: Siemens, public press releases # Hydrogen off-take price 4) 9Also for Overhead Catenary Lines we see government
commitments in the market to support the technology role-out
H2
Enabling zero emission Overhead Catenary Lines:
trucking government Field trial realized or in preparation
commitments by
Study with regard to Overhead
2050 1) (selective) Catenary Lines for heavy duty vehicles
exists or in preparation
Interest in Overhead Catenary Lines
exists
UK France Netherlands Germany Austria Sweden Hungary
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• +20 km Overhead • Government to • Study finds electrical • 2018-2022: • Environment • Transport minister • Transport minster
Catenary Lines pilot government partner- road systems most Three OCL fields trials Agency sees contact announced plan for keen on implement-
with 50-150 trucks ship on electrified economical. Stresses on motorways A1 and lines as highest 2,000 km of ting pilot project
considered by roads with Sweden linking up with A5 and national road measure to road electrified motorways
transport department and Germany Germany B462 freight CO2 reduction for trucks by 2030
• Ministry leading three • Shuttle pilots by 2023 • Overhead Catenary
working groups for and perspective of Lines part of new
electrified roads: 4,000 km large OCL coalition agreement
potential, technology network by 2030
and pilot
OCL: Overhead Catenary Lines
1) On Trans-European Transport Network corridors
Source: Siemens, public press releases 10To reach decarb goals for heavy duty trucks most economically,
alternative drive train technologies have to be combined cleverly
Battery powered trucks Synthetic/bio fuel for powering trucks in
in urban distribution … existing fleets…
… with only occasional … to achieve partial decarbonization of the
longer transport tasks already existing combustion engines in use
Drive train
technologies
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Overhead Catenary Lines as add-on for
Fuel cell powered trucks on
H2
trucks traveling on highly frequented
the non-electrified routes…
routes…
… where long range is needed but
… where the volume of trucks justifies the
electrification is not economical
installation of the infrastructure
Source: Siemens 11Siemens Advanta Consulting
Contact us to discuss your decarbonization strategy!
2020
Unrestricted © Siemens 2021
Philipp Grosse Kleimann Stefan Kneip
Senior Partner Partner
Head of Automotive & Energy and
New Mobility Sustainability
www.siemens-advanta.com/decarbonization-race
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