1. | EXECUTIVE SUMMARY |
1.1. | Executive Summary (1) |
1.2. | Executive Summary (2) |
1.3. | Overview of Charging Levels |
1.4. | BEV Charging and the Grid |
1.5. | Off-Grid EV Charging - Multiple Motivations |
1.6. | Off-Grid Charging - Key Components |
1.7. | Off-Grid vs Grid-Tied Charging |
1.8. | Categorization of Off-Grid Solutions |
1.9. | Generation Landscape - Off-grid Operation |
1.10. | Definitions - Off-grid vs Mobile |
1.11. | Generation Landscape - Power Production |
1.12. | Comparison of Off-Grid Charging Technologies |
1.13. | Off-Grid Charging Market Landscape - Technological Overview |
1.14. | Hydrogen EV Generator - Has a Range of Power Outputs |
1.15. | Long Term Outlook - Grid Improvement & Smart Charging |
1.16. | Electric Mobility Sectors - Medium & Long Term Outlook |
1.17. | Comparison Benchmarking - Installation Area vs Peak Power Output |
1.18. | AWE, Solar, Hydrogen EV Charging Key Metrics |
1.19. | Key EV Charging Segments |
1.20. | Solar Canopy Uptake is Quickest, but Growth Set to Plateau |
1.21. | Off-Grid Charging Market Dominated by Hydrogen in 2034 |
1.22. | AWE Outlook Remains Niche and Small |
2. | UTILITY GRIDS OVERVIEW |
2.1. | Introduction |
2.1.1. | Electrical Grid - Summary |
2.1.2. | The Electrical Grid - Generation, Transmission & Distribution |
2.1.3. | The Electrical Grid |
2.1.4. | Aging Grid |
2.1.5. | Electrification of Vehicles Presents a Challenge |
2.1.6. | Grid Fragility Under MW Loads |
2.1.7. | Investment in Grids Across US, China, Europe & OECD |
2.1.8. | Lengthy Grid Construction Lead Times |
2.1.9. | Grid Supply Chain |
2.1.10. | High Voltage Transmission - AC or DC |
2.1.11. | Utility Grid Transmission and Distribution Market Landscape |
2.1.12. | Utility Grid Transformers Market Landscape |
2.2. | Grid Regional Breakdown |
2.2.1. | Regional Disparity in Utility Grids |
2.2.2. | US Grid |
2.2.3. | US Electricity Demand |
2.2.4. | US Grid - Natural Disasters, Extreme Weather |
2.2.5. | United Kingdom - The National grid |
2.2.6. | South Africa - Insecure Power |
2.2.7. | South Africa - AEVERSA |
2.2.8. | China - Rapid Growth |
2.2.9. | China - Decentralised Power Generation |
2.2.10. | China - EV Electrical Usage |
2.2.11. | China - Grid Outlook |
2.2.12. | 120V vs 230V - An Emerging Issue for DCFC |
2.2.13. | Solutions to Grid Challenges |
2.2.14. | EV Realty - Maximising the Grid |
2.2.15. | EPRI - Predicting Future Grid Requirements from Data |
3. | SOLAR CANOPY CHARGING |
3.1. | Solar Canopy Overview |
3.1.1. | Solar Canopy Charging - Summary |
3.1.2. | Solar Powered EV Charging |
3.1.3. | Solar for Off-Grid Charging |
3.1.4. | Photovoltaics and EV Charging |
3.1.5. | Solar Charging for Different markets |
3.1.6. | Urban Solar Charging |
3.1.7. | Rural Charging Networks |
3.1.8. | Solar Charger - Definitions |
3.1.9. | Key Components and Areas of Differentiation |
3.2. | Photovoltaic Cell |
3.2.1. | Principles of Operation |
3.2.2. | PV technologies |
3.2.3. | 1st Generation Cells dominant |
3.2.4. | Monocrystalline Si |
3.2.5. | Polycrystalline Si |
3.2.6. | Monocrystalline vs Polycrystalline |
3.3. | PV Supply Chain |
3.3.1. | PV Supply Chain |
3.3.2. | Global Market for PV - China Leads |
3.3.3. | Supply Chains |
3.4. | PV Developments - Tracking, Inverters and Bifacials |
3.4.1. | Angle of Misalignment and Power Loss |
3.4.2. | Solar Tracking Methods |
3.4.3. | Single Axis Trackers |
3.4.4. | Dual-Axis Trackers |
3.4.5. | Quantifying the Loss |
3.4.6. | Bifacial Photovoltaics |
3.4.7. | Bifacial Photovoltaics |
3.4.8. | Albedo and Yield |
3.4.9. | Inverters |
3.4.10. | Key Types of Inverter |
3.4.11. | Inverters - a Comparison |
3.4.12. | Inverter Market Share |
3.4.13. | Yotta Microinverter and Leaf |
3.5. | Current Market Landscape |
3.5.1. | Comparison of current solar canopies |
3.5.2. | Beam Global |
3.5.3. | Beam Global - EV ARC |
3.5.4. | Beam Global - DC charging |
3.5.5. | Beam Global - Not Limited to Solar |
3.5.6. | Beam Global - Extensive Sales to US GOVT |
3.5.7. | Beam Global - SWOT Analysis |
3.5.8. | Paired Power - Bifacials & No Solar Tracker |
3.5.9. | Yotta Energy - REV |
3.5.10. | Aterno PowerPark - Non-Battery Solution |
3.5.11. | COSTCO - Case Study |
3.5.12. | NRMA - Solar Diesel Hybrid Solution? |
3.5.13. | Off-Grid Electric Boat Charging |
3.6. | Solar Canopy Analysis |
3.6.1. | Solar Canopy - Cost Breakdown (1) |
3.6.2. | Solar Canopy - Cost Breakdown (2) |
3.6.3. | Solar Canopy - Cost Breakdown (3) |
3.6.4. | Solar - Area Requirements |
3.6.5. | Solar - Output and Area |
3.6.6. | Solar Canopy Economics - Not Cost Competitive |
3.6.7. | Electrify America - A Change in Strategy |
3.6.8. | Tracking vs Bifacial - Efficiency Gains |
3.6.9. | Solar Canopy Charging - Timeline |
3.7. | Solar Beyond Canopies |
3.7.1. | Red Sea Global - Large Scale Off-Grid Charging |
3.8. | Solar Canopy Regional Uptake |
3.8.1. | Global Solar Potential |
3.8.2. | Global Solar Potential vs Uptake |
3.8.3. | Solar Uptake in Europe |
3.8.4. | China - 2023 Surge in Photovoltaics Installations |
3.8.5. | China - Utility Scale vs Distributed Generation |
3.8.6. | USA - Strong Solar Canopy Fleet sales |
3.8.7. | Solar Canopy EV Charger Uptake - Sectors & Regions |
3.8.8. | Uptake by Region - Solar |
3.8.9. | Solar Canopies - Summary |
4. | HYDROGEN FUEL CELL BEV CHARGING |
4.1. | Hydrogen Introduction |
4.1.1. | Hydrogen EV Charging - Summary |
4.1.2. | Hydrogen Charging vs Fuel Cell Electric Vehicles |
4.1.3. | Hydrogen Charging with Integrated Battery |
4.1.4. | Hydrogen EV Charging - Key Qualities |
4.2. | Hydrogen Economy Overview |
4.2.1. | Hydrogen Economy - Production & Transport |
4.2.2. | Hydrogen economy and its key components |
4.2.3. | The Colors of Hydrogen |
4.2.4. | The Colors of Hydrogen (2) |
4.2.5. | State of the hydrogen industry |
4.2.6. | Energy density of hydrogen |
4.2.7. | Transporting Hydrogen |
4.3. | Fuel - Emissions & Costs |
4.3.1. | Hydrogen - Emissions & Costs |
4.3.2. | Inefficiencies of RTE with H2 |
4.3.3. | Fuel Densities |
4.3.4. | Passenger Car CO2 Emissions: Hydrogen Charging, BEV & ICE Europe |
4.3.5. | Passenger Car CO2 Emissions: Hydrogen Charging, BEV & ICE China |
4.3.6. | CO2 Emission from Electricity Generation |
4.3.7. | Cost of hydrogen at the pump (1/2) |
4.3.8. | Cost of hydrogen at the pump (2/2) |
4.3.9. | Hydrogen vs Grid Charging Costs |
4.3.10. | Fuel Cost Comparison per kWh of Propulsion in Norway |
4.3.11. | The Challenge: Green Hydrogen Cost Reduction |
4.3.12. | Ammonia as a Carrier Fuel For H2 |
4.4. | Fuel Cell Technologies Overview |
4.4.1. | Introduction to fuel cells |
4.4.2. | Comparison of fuel cell technologies |
4.4.3. | Overview of fuel cell technologies |
4.4.4. | Fuel Cell Choice - AFC and PEM lead |
4.4.5. | Drivers for H2 use in EV Charging |
4.4.6. | Fuel Cells For EV Charging - Two Implementations |
4.5. | Hydrogen Generator Landscape |
4.5.1. | Hydrogen Generator Market Players |
4.5.2. | Hydrogen Fuel Cell Generators - Choice of Fuel Cell |
4.5.3. | AFC Energy - Fuel Cell Technology for Temporary Power |
4.5.4. | AFC Energy - Ammonia as a carrier fuel |
4.5.5. | AFC Energy - Euston HS2 Site |
4.5.6. | GeoPura - Strong Financial and Technical Backing |
4.5.7. | GeoPura - EaaS |
4.5.8. | GeoPura - The Hydrogen Power Unit |
4.5.9. | GeoPura - Case Studies |
4.5.10. | GenCell - Overview |
4.5.11. | GenCell - Key Markets |
4.5.12. | GenCell - Platinum Free Catalyst |
4.5.13. | GenCell - Ammonia Cracking |
4.5.14. | GenCell - EVOX Targets DC Charging and Energy Security |
4.5.15. | GM Hydrotec PowerCube - Mobile DC Fast Charging |
4.5.16. | Hitachi Energy - HyFlex Hydrogen Generator |
4.6. | Hydrogen Charger Uptake |
4.6.1. | Hydrogen EV Charger Uptake - Sectors & Regions |
4.6.2. | Uptake by Sector - Hydrogen |
4.6.3. | Uptake by Region - Hydrogen |
4.6.4. | Hydrogen EV Chargers - Summary |
5. | WIND POWERED CHARGING |
5.1. | Wind Power Summary |
5.1.1. | Wind Charging - Summary |
5.1.2. | Wind Power - an Overview |
5.2. | Turbines |
5.2.1. | Wind Turbine Average Power Sizes |
5.2.2. | Wind Turbines - Size and Capacity Increasing |
5.2.3. | Wind Turbines - Downscaling Issues |
5.2.4. | Electric Ship Wind Turbine Charging - Damen S7017 |
5.2.5. | Wind Turbines for Fleet Charging, TSG Kempower - Case Study |
5.3. | Airborne Wind Energy (AWE) |
5.3.1. | Airborne Wind Energy - Failure of Makani |
5.3.2. | Technological Landscape - Classifications of System |
5.3.3. | Technological Landscape - Examples |
5.3.4. | AWE Value Proposition - Faster & More Consistent Speeds |
5.3.5. | AWE Technology Roadmap to Present Day |
5.3.6. | Airborne Wind Energy - Methods |
5.3.7. | Pumped Figure of 8 |
5.3.8. | Volkswagen Explores AWE |
5.3.9. | KitePower |
5.3.10. | Issues to Address |
5.3.11. | Airspace Concerns |
5.3.12. | AWE - Outlook |
5.3.13. | Outlook for Wind in Off-Grid EV Charging |
6. | ALTERNATIVE ENERGY SOURCES |
6.1.1. | Diesel, RNG, LNG |
6.1.2. | Larson Electronics - Propane Charging |
6.1.3. | L-Charge - Portable LNG Charger |
6.1.4. | Microturbines - an Overview |
6.1.5. | Capstone Engineering - EV Charging |
6.1.6. | BioCharger - Wood Burning EV Charging |
7. | TECHNOLOGY BENCHMARKING |
7.1.1. | Technology Benchmarking Overview |
7.1.2. | Comparison Benchmarking - Installation Area vs Peak Power Output |
7.1.3. | Power Output - Hydrogen Emerges on Top |
7.1.4. | Comparison Benchmarking - Price |
7.1.5. | Price per kW - Hardware Comparison |
7.1.6. | Cost - AWE is the Most Expensive Option Outright and per kW. |
7.1.7. | Green Credentials - Hydrogen Depends on Fuel Source |
7.1.8. | Intermittency - Solar is the Least Stable |
7.1.9. | AWE, Solar, Hydrogen EV Benchmarking Summary |
8. | MARKET FORECASTS |
8.1. | Methodology Overview |
8.1.1. | Forecast Methodology |
8.1.2. | Forecast Assumptions |
8.2. | Solar Canopy Charger Forecast |
8.2.1. | Solar Canopy Chargers - Introduction |
8.2.2. | Solar Canopy Forecasts - Public & Fleet |
8.2.3. | Solar Canopy Forecasts - Public Installations |
8.2.4. | Solar Canopy Forecasts - Fleet Installations |
8.2.5. | Solar Canopy Forecasts - Installation Base |
8.2.6. | Solar Canopy Forecast - Market Value |
8.3. | Hydrogen EV Charger Forecast |
8.3.1. | Hydrogen EV Charger Forecasts - Introduction |
8.3.2. | Hydrogen EV Charger - Power Splits |
8.3.3. | Hydrogen EV Charger - Charging Requirements |
8.3.4. | Hydrogen EV Charger - Unit Deployment Forecasts |
8.3.5. | Hydrogen EV Charger - Market Value Forecasts |
8.3.6. | Hydrogen EV Charger - Sector Forecasts |
8.3.7. | Hydrogen EV Charger - Regional Forecasts |
8.3.8. | Hydrogen Demand - Construction |
8.3.9. | Hydrogen EV Charger Forecast - Summary |
8.4. | Off-Grid Charging Forecast |
8.4.1. | Off-Grid Charging Outlook - $16 Billion Market within 10 years |