Zero Emissions MHDVs The Transformation is Accelerating C o l o ra - PowerPoint PPT Presentation

Zero Emissions MHDVs The Transformation is Accelerating C o l o ra d o E n e rg y Re s e a rc h C o l l a b o ra t o r y We b i n a r J u l y 1 4 2 0 2 0

Freight fuel consumption and GHGs are forecasted to grow four- fold through 2050 and urban regions will suffer the worst impacts of air pollution in an increasingly urbanized world I m a g e l a b e l Source: ITF (2016) 2

Commercial vehicles represent a relatively small share of the global on-road fleet but contribute to a disproportionate share of on-road fuel consumption and emissions 46% 71% 11% of on-road fuel of on-road of global on-road consumption by particulates by fleet are HDVs HDVs HDVs ICCT (2015): Policies to reduce fuel consumption, air pollution, and carbon emissions from 3 vehicles in G20 nations

COVID Showed Potential for Clean Air, But… …Truck traffic remained higher than cars; and commercial vehicles are much bigger part of urban Source: SCAQMD; Chart: NPR pollution load 4 Source: Caltrans; Chart: NPR

Advanced Clean Trucks – ACT – passed unanimously Sets aggressive sales requirements by 2024 CARB Board approves fast action on parallel Approves rule for fleets – and to go faster in those applications which justify it First-in- World Zero Emission Truck Rule

Zero-emission vehicles are coming in waves – but we must prepare our policy and investment “eco - system” to support them Wave 3 Beachhead: Wave 2 Wave 4 Corridor Longhaul Medium Freight, Service Wave 1 Delivery Heavy Regional Freight Transit Freightliner e-Cascadia Chanje Class 5 Delivery Van E-Fuso Vision One Demo Now; Announced 2021 Available now Announced 2021 ZE transit buses Available now Kenworth T680e Nikola FC tractor Demo Now Freightliner eM2 Coming 2022? Demo now Gen 1 Production 2021 Fuso ECanter Announced 2021 Available now ZE industrial lifts Volvo VNR Available now Demo Now Kenworth K270E Production late 2020 Pilot now Gen 1 Production Orange EV yard tractor 2020 Available now Mack e-Refuse Demo 2020; Coming 2022? Navistar Class 6 Demo now Tesla demo Production 2021 Coming 2021 Similar drivetrain and component Expanded supply chain Steadily increasing volumes and sizing can scale to early near capabilities and price reductions infrastructure strengthen business applications enable additional applications case and performance confidence 2021 2023 7 2020 2022

We are now tracking >300 zero emission NEW commercial vehicles 8

9 https://globaldrivetozero.org/tools/zeti-analytics/

Tackling barriers to ZEFV deployment and uptake will require strong policy, regulatory and investment support BARRIERS SOLUTIONS • • High vehicle upfront cost Supporting policy actions • Limited vehicle availability (carrots and sticks) • • Limited availability and access to charging Incentives, Benefits • infrastructure Zero Emission Areas, fleet • Limited fleet awareness rules, regulations • • Lack of competitive zero-emission fuel pricing Infrastructure investments • • Limited service and support networks Pilot projects 10

Truck Leader Coalition Calls for Major Federal Role, Funding to Support US Leadership in ZE Trucks Purchase Incentives Infrastructure Tech Improvement and Innovation

Together with TDA and EV100, Drive to Zero aims to accelerate the targeted growth of zero-emission commercial vehicles Near- and zero-emission commercial vehicles are cost-competitive and 2025 commercially viable in beachhead applications and first-mover regions by 2025. Zero-emission commercial vehicles achieve 2040 80% of new vehicle sales in first-mover regions by 2040. 12

Thank you! Bill Van Amburg Executive Vice President bvanamburg@calstart.org For more information: @TeamDriveToZero www.globaldrivetozero.org www.calstart.org