he transformation of trucking in Europe towards zero-emission vehicles is accelerating and must be accomplished within two decades.
Never since the switch from horse-drawn carriages to Diesel-powered trucks, has there been such fundamental change for the industry. Technologies are being replaced and value pools are being reallocated. But also, the daily use of trucks by their operators is changing: battery charging and range limitations heavily affect the usage and scheduling of electric vehicle fleets.
Batteries replace Diesel engines as being the most valuable single component of a truck. On a long-haul tractor with 600 kWh battery capacity, the energy storage
accounts for 60% of the total product costs. Even though this share will gradually
decrease because of improving economies of scale and evolving battery technology, batteries have a massive influence on the value of electric trucks throughout their life cycle. And here another difference to Diesel trucks comes into play: lifespans of vehicles and major components like the battery will increasingly be out of sync.
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