All Reports
3Q 2024

Long-Haul Truck Electrification in the US

Adoption, Infrastructure, and Energy Impacts on the US Long-Haul Truck Market, Analysis and Forecasts: 2024-2033

Industry experts expect long-haul trucks to be among the last automotive sectors to electrify due to their high purchase cost and the lack of available charging infrastructure. In 2023, only 500 semitruck sales out of 125,000 in the US were EVs. Over the next 10 years, the primary driver for electric semi sales will be state-level zero emissions vehicle sales mandates such as California’s Advanced Clean Trucks regulation. After 2035, sales are likely to be driven by reductions in battery costs and a more established charging infrastructure.

The challenge of providing power for en route charging means a high level of uncertainty around the number of corridor ports and their rated capacity. Under one scenario, truck stops would only have ultrafast megawatt charging, and charging would take a similar amount of time as refueling a diesel tank. Another scenario would entail a combination of megawatt chargers for trucks continuing on their way and slower chargers for trucks parking for longer periods. Rolling out long-haul electrification will require addressing this challenge as well as determining the number of truck stops necessary for electric semis.

This Guidehouse Insights report analyzes the US long-haul trucking market and its potential for electrification over the next decade. It provides deployment and sales forecasts for long-haul trucks in the US from 2024-2033, broken down by powertrain and region, and forecasts for the charging infrastructure and energy needed to support electrified long-haul trucking operations for the same time period, broken down by region and use case.

Pages 39
Tables | Charts | Figures 64
  • What regions will have the most electric long-haul truck sales?
  • What regions will have the most electric long-haul trucks in service?
  • What long-haul trucking segments will use the most energy?
  • What regions will use the most electricity for long-haul trucking?
  • Will most electric long-haul trucks be fleet owned or individually owned?
  • Where will most long-haul truck charging ports be deployed in the US?
  • Long-haul trucking fleet managers
  • Truck OEMs
  • Truck stop operators
  • Utilities
  • Government agencies
  • Vehicle charger OEMs

1.     Executive Summary

1.1    Long-Haul Charging Infrastructure

1.2    Long-Haul Electrification Impacts

2.     Market Issues

2.1    Drivers

2.1.1   Policy Mandates

2.1.1.1   Advanced Clean Trucks

2.1.1.2   Advanced Clean Fleets

2.1.2   Cost Reductions

2.2    Barriers

2.2.1   Purchase Price

2.2.2   Infrastructure

2.2.2.1    Market Manipulation

2.2.3   Limited Production Capacity

2.2.4   Vehicle Weight

3.     Industry Value Chain

3.1    Competitive Landscape

3.1.1   Hydrogen Fuel Cell Trucks

3.1.2   M&A Activities

3.1.3   Business Model Evolution

4.     Market Forecasts

4.1    BEV Adoption

4.2    Individually Owned Trucks

4.2.1   Individually Owned Long-Haul Trucks in Service

4.2.2   Individually Owned Long-Haul Truck Sales

4.3    Fleet-Owned Trucks

4.3.1   Fleet-Owned Long-Haul Trucks in Service

4.3.2   Fleet-Owned Long-Haul Truck Sales

4.4    Energy Use for Long-Haul Truck Charging

4.5    Charging Port Deployment for Long-Haul Trucks

5.     Conclusions and Recommendations

5.1    Three Big Takeaways

5.2    Recommendations

5.2.1   Fleet Managers

5.2.2   OEMs

5.2.3   Truck Stop Operators

5.2.4   Utilities

5.2.5   Government Agencies

6.     Acronym and Abbreviation List

7.     Table of Contents

8.     Table of Charts and Figures

9.     Scope of Study, Sources and Methodology, Notes

  • Energy Use for Long-Haul Truck Charging by Region, US: 2024-2033
  • Total Long-Haul Truck Sales by Powertrain, US: 2024-2033
  • Total Long-Haul Trucks in Service by Powertrain, US: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Region, US: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Region, US: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Region, US: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Region, US: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Region, US: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US: 2024-2033
  • States with Advanced Clean Trucks Policies
  • Corridor Electrification Initiatives

 

  • Total Long-Haul Truck Sales by Region, US: 2024-2033
  • Total Long-Haul Truck Sales by Powertrain, US: 2024-2033
  • Total Long-Haul Trucks in Service by Region, US: 2024-2033
  • Total Long-Haul Trucks in Service by Powertrain, US: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Region, US: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US Midwest: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US Northeast: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US Southeast: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US Southwest: 2024-2033
  • Individually Owned Long-Haul Trucks in Service by Powertrain, US West: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Region, US: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US Midwest: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US Northeast: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US Southeast: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US Southwest: 2024-2033
  • Individually Owned Long-Haul Truck Sales by Powertrain, US West: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Region, US: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US Midwest: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US Northeast: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US Southeast: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US Southwest: 2024-2033
  • Fleet-Owned Long-Haul Trucks in Service by Powertrain, US West: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Region, US: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US Midwest: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US Northeast: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US Southeast: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US Southwest: 2024-2033
  • Fleet-Owned Long-Haul Truck Sales by Powertrain, US West: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Region, US: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US Midwest: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US Northeast: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US Southeast: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US Southwest: 2024-2033
  • Energy Use for Long-Haul Truck Charging by Use Case, US West: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Region, US: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US Midwest: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US Northeast: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US Southeast: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US Southwest: 2024-2033
  • Charging Port Deployment for Long-Haul Trucks by Use Case, US West: 2024-2033
  • Electric Semitrucks Registered in 2023, US
  • Companies Registering Semitrucks in 2023, US
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