監管不確定性增加可能刺激混合復興

為實現《巴黎協定》的目標，中型和重型卡車（MDHD）領域的脫碳已經催生了許多技術。雖然這些技術的長期可行性越來越清晰，但混合動力車的作用卻很少被討論。目前的發展，例如潛在的監管變化和即將推出的幾款增程式電動車（EREV），表明現在是重新評估混合動力車可為市場提供的價值的好時機。

本報告研究了中型和重型卡車（MDHD）市場，並涵蓋了歐洲和北美公路上 MDHD 技術的現狀、歐洲和北美的監管環境以及混合動力的前景。

目錄

背景

本報告涵蓋以下內容：

• 歐洲和北美的公路 MDHD 技術現狀
• 歐洲和北美未來的監管軌跡
• 監管變化對現有 MDHD 價值鏈的影響

建議

Guidehouse Insights 建議如下：

• 利害關係人應意識到當前監管環境的流動性。
• 利害關係人需要考慮北美市場可能放寬管制
• 利害關係人需要對混合動力車的潛在商業化保持警惕
• 利害關係人應該牢記，技術疲勞在塑造 MDHD 軌道方面發揮了一定作用

設計

Decarbonizing the medium and heavy duty (MDHD) truck sector to meet the Paris Accords goals has spawned numerous technologies, both competing and complementary. While these technologies' long-term viability is becoming clearer, the role of hybrids has remained largely undiscussed. Current developments, such as potential regulatory changes and the imminent launch of several extended range EVs (EREVs), suggest that now may be a good time to revisit the value that hybridization offers the market.

Table of Contents

Context

This report covers the following:

• The technological landscape for MDHD on-highway vehicles in Europe and North America
• The future regulatory trajectory in Europe and North America
• The impact of any regulatory change upon the existing MDHD value chain

Recommendations

Guidehouse Insights recommends the following:

• Stakeholders should remain aware of increasing fluidity in the current regulatory environment.
• Stakeholders should consider the potential for regulatory softening in the North American market.
• Stakeholders should be wary of the commercialization potential of hybrids.
• Stakeholders should remember that technology fatigue has a history in shaping MDHD truck

Design.