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Charging Infrastructure Blocks BEV Growth
NORTH AMERICA REPORT
Chris Fisher According to John O’Leary President and CEO of DTNA, charging infrastructure is the greatest barrier to adoption for battery electric heavy trucks. Speaking to journalists in Las Vegas, he said customers are happy with the electric vehicles they have received but they are unable to expand their fleets with additional electric vehicles primarily due to the lack of charging infrastructure.
“Overwhelmingly, infrastructure is slowing us down in terms of EV deployment,” said Daimler Truck North America President and CEO John O’Leary. “Site prep, permitting, and construction delays all contribute to deployment times being measured in years, not weeks or months.”
“There’s a lot of will in the regulatory and political arenas to make that happen, but when you start talking about moving large megawatt lines of electricity around and building new substations, it just takes time,” he said.
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Are Hydrogen Engines in Your Future?
Guy Youngs According to newly published research by Interact Analysis, hydrogen internal combustion engines (H2 ICE) are forecast to be sold in 220,000 vehicles in 2035.
On the plus side, H2 ICE vehicles have some notable advantages. The engine technology is reasonably similar to diesel engines, enabling use of existing knowledge, design and production vehicles. The vehicles can deliver high power, work with impure fuel, work in dirty and dusty conditions and refuel quickly.
On the downside, there is no hydrogen infrastructure in place in almost all locations in the world, there is a lack of awareness about the technology and limited development so far. Most importantly, the current cost of hydrogen fuel is high – it will need a big reduction before the vehicles can become competitive. Even at half the cost of today, H2 ICE vehicles do not have a good total cost of ownership. The cost of the engine is not substantial, but the cost of the tanks adds a lot to the cost of the vehicle, then there is infrastructure and above all hydrogen fuel.
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Growth of Hydrogen Internal Combustion Engines (H-ICE)
Hydrogen ICE vehicles offer an alternative to traditional gasoline and diesel-powered vehicles and have the potential to reduce emissions and reliance on fossil fuels. These vehicles are becoming increasingly popular and more automakers are starting to offer hydrogen-powered options in their vehicle lineups.
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JCB Reaches Hydrogen Milestone
JCB’S £100 million investment in a project to produce super-efficient hydrogen engines is going full steam ahead. A team of 100 engineers has been working on the exciting development for more than a year and the 50th JCB hydrogen combustion engine has now come off the production line as part of the development process.
JCB’s hydrogen-fueled backhoe loader is one of three hydrogen vehicles the OEM is developing. JCB hydrogen engines are powering prototype backhoe loaders and Loadall telescopic handlers and the company has recently unveiled its very own designed and built mobile refueling bowser to take fuel to the machines. The bowser has enough hydrogen to fill 16 hydrogen backhoe loaders and can be transported either on the back of a modified Fastrac tractor or on a trailer.
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Hyster Begins Pilot of Hydrogen Fuel Cell Powered Container Handler
Hyster Company is testing a top-pick container handler powered by hydrogen fuel cells (HFC) at Fenix Marine Services in the Port of Los Angeles.
Based on the standard Hyster H1050-1150XD-CH top-pick container handler design, the truck is powered by two 45kw hydrogen fuel cells from Nuvera, a wholly owned subsidiary of Hyster parent company Hyster-Yale Group. The HFC-powered top pick is designed to provide the zero emissions benefits of a battery electric option, with enough capacity to keep operators moving and avoid the need to stop in the middle of a shift to refuel or recharge.
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U.S. Economy Faces Multiple Problems
NORTH AMERICA REPORT
SUMMARY. Many of the biggest challenges facing the U.S. economy in 2022 are continuing into 2023. These problems include supply chain disruptions, the migration of production and use of internal combustion engines to alternative drive types, uncertainty of inflation and rising interest rates, and the war in Ukraine.
There were also positives which came out of 2022, including a return to more face-to-face business transactions and meetings. Trade shows made a big comeback in 2022, and this trend will continue in 2023 as the huge CONEXPO-CON/AGG will be held in March in Las Vegas.
The push towards electrification is not all negative either. Innovation and action around alternative drive types will continue to grow.
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Redwood To Supply Cathode Materials To Panasonic
Guy Youngs Panasonic Energy said it has agreed to purchase cathode active materials and copper foil for lithium-ion batteries from Redwood Materials. The recycled cathode active materials will be used to manufacture batteries in the company’s new $4 billion factory located in De Soto, Kansas, starting in 2025, and the recycled copper foil will be used to make batteries at Panasonic’s facility in Sparks, Nevada, starting in 2024.
“Recycling and a localizing supply chain are both essential to make the best use of limited natural resources,” said Kazuo Tadanobu, President and CEO of Panasonic Energy, in a press release.
This may amount to 50% of the cost of the battery and add around 900 new workers to Redwood Materials workforce once in full scale production
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U.S. Powersports Industry Grows in 2021
Michael Aistrup The U.S. Department of Commerce’s Bureau of Economic Analysis (BEA) has released economic data for 2021 showing the outdoor recreation industry’s impact on the U.S. economy. Key highlights from the 2021 data on the U.S. outdoor recreation economy include: 1. $862 billion in economic output; 2. 1.9% of GDP, and 3. 4.5 million jobs.
Trips and travel have come back, record sales in many outdoor segments, manufacturing increasing, as well as the drive to continue to recreate for quality of life has allowed the outdoor industry to bounce back from the effects of COVID-19.
“The continued strength of the outdoor economy is no surprise to the marine industry, where we continue to see incredible growth with new and younger customers taking to our brands each year,” said Chris Drees, President of Mercury Marine, the world’s leading manufacturer of recreational marine propulsion engines.
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Acquisitions in Light/Medium EV Segment
NORTH AMERICA REPORT
Chris Fisher 2022 has been an interesting year on many commercial vehicle fronts including the medium and light electric commercial truck and van segment. While large established OEMs such as Ford, who is expected to produce approximately 6,500 E-Transits at the Kansas City plant in 2022, there has been some shakeup within the electric commercial vehicle start-ups.
During the past six months, Mullen Automotive, based in Brea, CA, has acquired the assets of the now bankrupt Electric Last Mile (ELMS) company and has acquired 60% of Bollinger Motors, which has yet to start vehicle production.
In September 2022, Mullen Automotive invested $148 million into Bollinger Motors, giving Mullen a 60% share of the company. Bollinger plans on introducing their electric class 3 – 6 lineup of cargo vehicles starting in 2023 and it is likely that Bollinger will also manufacture the Mullen electric light commercial vans also starting production in 2023.
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Container Ships Could Look Like this by 2050
Here’s What Container Ships Could Look Like by 2050
With pressure from regulators to decarbonize international shipping, companies big and small are racing to identify green alternatives to the gas-guzzling container ships that account for an estimated 3% of global greenhouse emissions.
Many of the ideas floating around today leverage some form of high-tech sail, a futuristic take on the wind-powered voyages that have transported goods for as long as global trade has existed.
Many factors need to be…
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