Life Cycle CO2 Emissions Assessment on the US Zero-Emission Battery Electric Truck Industry

Life Cycle CO2 Emissions Assessment on the US Zero-Emission Battery Electric Truck Industry



Electric trucks are seeing rapid adoption globally. Although they do not emit CO2 during operations, the electricity for charging trucks emits CO2 during generation. Similarly, to manufacture the Li-ion battery, from the mining stages to final assembly, the quantum of CO2 emitted is high and needs to be tracked and addressed by overcoming geopolitical challenges and resource constraints and shifting to cleaner electricity generation. The study analyzes the life cycle CO2 emissions of a battery electric truck considering all aspects, including minerals mining, battery manufacturing, and the final recycling stage after the end of its first life. The study assumes the vehicle operates in the United States. The scope covers the complete life cycle CO2 emission assessment for the battery electric truck industry in the United States across light-, medium-, and heavy-duty segments. The study calculates C02 emissions for each stage of battery manufacturing. It also considers overarching factors that could potentially impact emissions for forecasts to 2030. The research also explores global resources of battery minerals, geopolitical challenges, and the electricity generation mix among US states. It also compares these results with diesel trucks to gauge the total CO2 emissions of both vehicle segments. Findings from the total life cycle CO2 emissions assessment address questions on whether the emission trail of battery electric trucks is cleaner than that of diesel trucks.


Strategic Imperatives
Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the US Battery Electric Truck Industry
Growth Opportunities Fuel the Growth Pipeline Engine™
Growth Environment
Scope of Study: Total Life Cycle CO2 Emission Assessment of a Battery Electric Truck
Research Scope
Powertrain Technology Segmentation
Growth Drivers
Growth Restraints
Life Cycle CO2 Assessment: Study Flow and Forecast Assumptions
CO2 Emissions:
Battery Manufacturing Process: Overview of EV Li-ion Battery
Battery Manufacturing Process: Major Process Steps
Mining and Extraction: Lithium
Mining and Extraction: Cobalt
Mining and Extraction: Nickel
Mining and Extraction: Graphite
Refining and Upgrade: Major Countries and Producers
Active Material Production and Cell Assembly: Process and Energy Demand
Battery Production Plants: Gigafactory Locations and Capacities
Battery Manufacturing Process: Coal-based Electricity, Global Snapshot
CO2 Emissions in Battery Manufacturing Process: Key Impact Factors
CO2 Emissions in Battery Manufacturing Process: Impact on Forecast
CO2 Emissions in the Battery Manufacturing Process
CO2 Emissions:
BEV Usage: Use Case and Forecast Assumptions
California: Electricity Generation by Source and CO2 Impact
Texas: Electricity Generation by Source and CO2 Impact
Southwest: Electricity Generation by Source and CO2 Impact
California: Electricity Generation Forecast, Base, Best, and Worst-case Scenarios
Texas: Electricity Generation Forecast, Base, Best, and Worst-case Scenarios
Southwest: Electricity Generation Forecast, Base, Best, and Worst-case Scenarios
LDT
LDT: Operational Characteristics and User Cycle Overview
LDT: Cycle A Charging Snapshot
LDT: Cycle A First-life CO2 Emissions
LDT: Cycle D Charging Snapshot
LDT: Cycle D First-life CO2 Emissions
LDT: Cycle H Charging Snapshot
LDT: Cycle H First-life CO2 Emissions
LDT: Cycle A–H Total CO2 Emissions in First Life
MDT
MDT: Operational Characteristics and User Cycle Overview
MDT: Cycle A Charging Snapshot
MDT: Cycle A First-life CO2 Emissions
MDT: Cycle D Charging Snapshot
MDT: Cycle D First-life CO2 Emissions
MDT: Cycle H Charging Snapshot
MDT: Cycle H First-life CO2 Emissions
MDT: Cycle A–H Total CO2 Emissions in First Life
HDT
HDT: Operational Characteristics and User Cycle Overview
HDT: Cycle A Charging Snapshot
HDT: Cycle A First-life CO2 Emissions
HDT: Cycle D Charging Snapshot
HDT: Cycle D First-life CO2 Emissions
HDT: Cycle H Charging Snapshot
HDT: Cycle H First-life CO2 Emissions
HDT: Cycle A–H Total CO2 Emissions in First Life
Conclusion
Total Life Cycle CO2 Emissions Assessment: LDT—Diesel vs BEV
Total Life Cycle CO2 Emissions Assessment: Break-even Point—LDT
Total Life Cycle CO2 Emissions Assessment: MDT—Diesel vs BEV
Total Life Cycle CO2 Emissions Assessment: Break-even Point—MDT
Total Life Cycle CO2 Emissions Assessment: HDT—Diesel vs BEV
Total Life Cycle CO2 Emissions Assessment: Break-even Point—HDT
Growth Opportunity Universe
Growth Opportunity 1: CO2 Emissions Tracking to Open New Revenue Streams
Growth Opportunity 1: CO2 Emissions Tracking to Open New Revenue Streams
Growth Opportunity 2: Improved Battery Design and Processes
Growth Opportunity 2: Improved Battery Design and Processes
Growth Opportunity 3: Truck OEMs to Be Mindful of Geopolitical Constraints and Vertically Integrate within Geographical Boundaries
Growth Opportunity 3: Truck OEMs to Be Mindful of Geopolitical Constraints and Vertically Integrate within Geographical Boundaries
Next Steps
Your Next Steps
Why Frost, Why Now?
List of Exhibits
List of Exhibits
List of Exhibits
List of Exhibits
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