Assessment of CO2 Emissions Life Cycle in the Fuel Cell Electric Truck Sector, United States, 2024–2040
Adoption of Clean Hydrogen Production Sources Will Drive Transformational Growth in Sustainable Transportation Due to Reductions in CO2 Emissions by 43% Per FCET
In this study, Frost & Sullivan offers a comprehensive exploration of the carbon dioxide (CO2) trail of a fuel cell electric truck (FCET) by investigating the carbon emission implications of FCETs, particularly with focus on hydrogen as a prospective fuel for the trucking industry in the United States. Our analysis begins with the rationale for considering hydrogen, highlighting its potential to mitigate life cycle emissions as compared to conventional fuels.
We delve into various hydrogen production methods, ranging from grey hydrogen to renewable sources, each carrying distinct carbon footprints. Emphasis falls on the CO2 emissions associated with manufacturing fuel cell vehicles, pinpointing significant contributions from components including fuel cell stacks and hydrogen storage tanks. Furthermore, we project total CO2 emissions throughout the operation of a truck, drawing comparative insights with its battery electric and diesel truck counterparts.
Ultimately, this study underscores the urgency of transitioning to cleaner hydrogen production methods and optimizing vehicle manufacturing to achieve substantial CO2 emission reductions in the trucking sector.
The study period is 2023 to 2030.
Transformation in CO2 Emissions from the Fuel Cell Electric Truck Industry
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top Three Strategic Imperatives on the CO2 Emissions of Fuel Cell Electric Truck (FCET) Industry
Growth Environment: Hydrogen Ecosystem
Hydrogen is the Fuel of the Future
Life Cycle CO2 Flow of a Fuel Cell Electric Truck
Different Methods of Producing Hydrogen
Ecosystem
Research Scope
Powertrain Technology Segmentation
Growth Generator
Growth Drivers
Growth Restraints
CO2 Emission Trail During Hydrogen Production
Analysis of Major Hydrogen Production Methods
Key Factors Impacting Adoption of H2 Production Methods
Factor 1: Lower CO2 Emissions & Readiness Levels
Factor 2: Clean Hydrogen Programs and Targets
Factor 3: States' H2 Production Potential & Plan
Adoption Forecast of H2 Production in California
Adoption Forecast of H2 Production in the Southwest
Adoption Forecast of H2 Production in Texas
CO2 Emission Trail from H2 Production
CO2 Emission Trail During the Manufacture of a Fuel Cell Electric Truck
Major Components of a Fuel Cell Electric Truck
Fuel Cell Stack
Hydrogen Storage Tanks
Battery
CO2 Emission Trail: Manufacture of an FCET
Growth Generator: CO2 Emission Trail During Operation of an FCET: LDT
LDT Use Case Characteristics and Forecast Assumptions
LDT Cycle A & H—H2 Consumption and CO2 Emissions
LDT Cycle A to H—kgCO2 Per Mile
Growth Generator: CO2 Emission Trail during Operation of an FCET: MDT
MDT Use Case Characteristics and Forecast Assumptions
MDT Cycle A & H—H2 Consumption and CO2 Emissions
MDT Cycle A to H — kgCO2 per Mile
Growth Generator: CO2 Emission Trail during Operation of an FCET: HDT
HDT Use Case Characteristics and Forecast Assumptions
HDT—Cycle A
HDT—Cycle H
HDT Cycle A to H—kgCO2 Per Mile
CO2 Emission Trail Comparison between ICE Vehicles, BEVs, and FCEVs
LDT: ICE, BEV, and FCEV Comparison (Cycle A & H)
MDT: ICE, BEV, and FCEV Comparison (Cycle A & H)
HDT: ICE, BEV, and FCEV Comparison (Cycle A & H)
Key Takeaways
Top 3 Takeaways
Growth Opportunity Universe
Growth Opportunity 1: CO2 Emissions Tracking
Growth Opportunity 2: Geographic-specific Vertical Integration for Battery and Fuel Cell Manufacture