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November 2012
Rationale: Only through a fuel shift can transport in the EU
achieve its target of 95% GHG abatement
-80%
1
Source: Roadmap 2050
It is uncertain if conventional combustion engines will be able to
fulfill requirements by a potential EURO VII norm or beyond
HC
g/kWh Will
? conventional
combustion
powertrains
be able to
NOx
achieve a
g/kWh
? potential
EURO VII
and
beyond?
PM
g/kWh
?
Smoke
m-1
?
2005 10 15 20 2025
1 Includes biofuels
2 EEV: Enhanced Environmentally friendly Vehicle is a EURO norm in-between EUROV and EUROVI
3
Source: Roadmap 2050; Dieselnet; Local city websites; 2001/81/EC; team analysis
Operators and policy makers wonder how to balance lower emissions with
potentially increased costs and decreased performance
Cost
Emissions
Performance
4
Objectives, approach and scope of the study
Objective Approach
Fact-based ▪ Large coalition including all
evaluation of relevant stakeholders
conventional and
most promising
▪ Assessment on cost, emissions,
and performance
alternative
powertrain ▪ Proprietary industry data
technologies objectivity and confidentiality
for urban buses collected by a external ‘clean team’
Scope
▪ 8 powertrains
▪ Standard 12 meter city buses Representing ~65% of
▪ Articulated 18 meter buses European bus market
5
SOURCE: FCH JU; McKinsey
The „Urban Buses: Alternative Powertrains for Europe‟ coalition
consists of more than 40 companies and organizations
HyER
/
7 70% 14 61 12 4
1 Bombardier, Hydrogenics and ABB participate in both the Technology Providers and the Infrastructure working groups
6
SOURCE: FCH JU; McKinsey
Diesel, CNG and diesel hybrids are powertrains in scope which
rely (partly) on a conventional engine
ICE powertrain Transmission Electric powertrain Battery or supercaps
Diesel powertrain CNG powertrain Parallel hybrid powertrain Serial hybrid powertrain
7
SOURCE: Study analysis; EvoBus; MAN; Iveco Irisbus
Hydrogen fuel cell, trolley and two e-buses are powertrains in
scope with zero local emissions
ICE powertrain Transmission Electric powertrain Battery or supercaps FC powertrain
Hydrogen fuel cell powertrain Trolley powertrain Opportunity e-bus Overnight e-bus
8
SOURCE: Study analysis; EvoBus; HESS; Solaris
Powertrains were evaluated on three dimensions
▪ Range
Performance ▪ Route flexibility/free range
▪ Refueling time
▪ Acceleration
9
Powertrains were evaluated on three dimensions
▪ Range
Performance ▪ Route flexibility/free range
▪ Refueling time
▪ Acceleration
10
Only the hydrogen, e-bus and trolley buses have the potential to
drastically reduce well-to-wheel emissions…
WELL-TO-WHEEL 12 METER BUS
Diesel
CNG
Parallel
hybrid
Serial
hybrid
Hydrogen
fuel cell
Trolley
E-bus
opportunity
E-bus
overnight
Abatement needed Decarbonization limit with
for 95% reduction conventional powertrains
0 100 200 300 400 500 600 700 800 900 1,000 1,100 1,200 1,300 1,400
11
SOURCE: Study analysis
…and only the hydrogen, e-bus and trolley buses can achieve
zero local emissions
TANK-TO-WHEEL 12 METER BUS
12
SOURCE: Study analysis
Perceived noise of a fuel cell hybrid is more than 3x lower than
that of a conventional diesel
12 M BUS
Noise (standing), dB
Diesel 80
Conven-
tional
CNG 78
Parallel
Diesel parallel hybrid 75
hybrid
1 No measure figures available yet – expectations are similar to hydrogen fuel cell bus
13
SOURCE: Study analysis
Powertrains were evaluated on three dimensions
▪ Range
Performance ▪ Route flexibility/free range
▪ Refueling time
▪ Acceleration
14
Performance of the hydrogen bus is similar to conventional
powertrains
12 M BUS 2030
Similar Differentiated
performance performance
D Diesel P Diesel parallel hybrid H Hydrogen fuel cell O Opportunity e-bus
C CNG S Diesel serial hybrid T Trolley V Overnight e-bus ▪ Only hydrogen fuel
Passenger capacity cell and trolley can
Acceleration, time to accelerate to 30 km/h in s drive with zero-
12.5 10.0 7.5 5.0 emissions at almost
Curb weight no range limitation
(12 m bus) V O H C P S D T ▪ E-buses limited in
Lowest: operational range –
Diesel (11.6 tonnes) Range, in km long charging times
Highest: 0 50 100 150 200 250 >300 for overnight
Overnight e-bus ▪ Diesel hybrids,
(13.5 tonnes) O V serial in particular,
H T D C P S
capable of zero-
Range in pure-electric mode, km (logarithmic scale) emission driving on
0 3 10 30 100 >300 certain stretches of
the route with same
CD P1 O2 V H T operational
S1 conditions as
conventional
Refuelling time, (logarithmic scale) powertrain; serial
10 hr 5 hr 2 hr 1 hr 30 min 10 min 5 min 1 min
V C HO D P S T
1 Typical values shown here – pure electric range of hybrid powertrains varies depending on concept of auxiliary units and battery capacity
2 Based on a 60 kWh battery and a consumption (including losses from charging) of 2 kWh/km
15
SOURCE: Study analysis
Powertrains were evaluated on three dimensions
▪ Range
Performance ▪ Route flexibility/free range
▪ Refueling time
▪ Acceleration
16
The price premium for a hydrogen fuel cell bus will decrease
from 125% to only 15-25%
12 METER BUS
5 5.52;3 4.42
- 3.8
4.6 3.3 3.8 3.2 -
4 +28 - - +18-
3.4 2.7 - 2.9 3.4
46% 2.9 2.8 26%
+126% 3.23;4 3.2
- - 3.0 -
3 3.1 2.8
2.7 2.5 2.6 2.6 2.6
2.3 2.3 2.3 2.4
2.3 2.4
2 2.1 2.1
0
I II III I II III I II III
2012 2020 2030
1 Based on 12 years bus lifetime, 60,000 km annual mileage 2 Includes purchase price of more than 1 bus per daily shift as bus maximum mileage too short for full operational day
3 Theoretical value based on estimations as powertrain not in production yet in 2012
4 Includes cost for additional bus and driver per fleet of 9 buses to cover charging times at end of route for 2012
17
SOURCE: Study analysis
The hydrogen fuel cell bus is the only articulated bus expected
to decrease in TCO until 2030
ARTICULATED BUS
5.4
5 3.9 3.8
+14- - +10- -
40% 20% 3.9
+116% 3.5 3.5
4 3.6
3.5 3.2 3.1 3.2
2.9 3.0
3 3.0 2.8
2.8
2.5
2
0
I II I II I II
2012 2020 2030
2.1
2012 125%
4.6
2.5
2030 17%
3.0
18 meter bus
2.5
2012 116%
5.4
3.2
2030 10%
3.5
<750 Medium 0
20
SOURCE: Study analysis
For the powertrains based on a combustion engine, the hybrids
outperform the standard combustion engines
Better evaluation PRODUCTION-AT-SCALE SCENARIO 12 M BUS 2030
Environment Environment
Performance Performance
21
SOURCE: Study analysis
Only four powertrains can deliver a real decarbonisation; among
those four, two are the cheapest
NOTE: RANGE ALSO SHOWS EFFECT OF ALTERNATIVE PRODUCTION SCENARIOS WELL-TO-WHEEL 12 M BUS 2012-30
2012
Labeling of powertrain according degrees of operational experience (kilometers driven)
▪ Commercial solution (>> 100 million km): Conventional, trolley 2030 Greenest
option
2030 Cheapest
TCO1,3, EUR/km
5.5 E-bus overnight
5.0
Hydrogen
4.5 fuel cell
4.0
3.5
Trolley
3.0 E-bus opportunity
1 Total cost of ownership for a 12m bus including purchase, running and financing costs based on 60,000km annual mileage and 12 years bus lifetime
2 Total CO2e emissions per bus per km for different fuel types from well-to-wheel
3 Electricity cost for e-bus and water electrolysis part of hydrogen production based on renewable electricity price with a premium of EUR50/MWh over normal electricity
22
SOURCE: Study analysis
Thank you for your attention!
Questions?
Contents
24
Further upside potential for zero local-emission powertrains is
possible
25
SOURCE: Study analysis
Total upside potential of the hydrogen fuel cell bus is 25 EURc/km cheaper
than the conventional diesel; for the opportunity e-bus, this is 14 EURc/km
Upside potential INDUSTRY-WIDE SCENARIO 12 M BUS
GHG emissions
-40 -30 -20 -10 0 10 20 30 40 50 60 70 g CO e/km
2
Taxation B 3 14
Component costs C 6 2
Electricity from EU mix1 D3 11 848
Total upside potential -14
27
SOURCE: Study analysis
The limitations could further increase the TCO gap with
conventional diesel busses in 2030
Limitations INDUSTRY-WIDE SCENARIO 12 M BUS
Serial hybrid
Risks/limits +64
Risks/limits +55
28
SOURCE: Study analysis
Contents
29
Energy consumption of zero-local emission powertrains is
better than that of conventional powertrains
4 413
391 389
365
334 320 346 336
317 308
3 283 272
0
I II III I II III I II III
III
2012 2020 2030
1 Powertrain energy consumption only; does not include losses in charging or losses in the production and distribution of the fuel and electricity
SOURCE: Study analysis
At the same time, concerns about public well-being drive further
tightening of regulations for other emissions
EURO emission norms
2013
1.10 1.10
HC 0.66
g/kWh 0.46
0.13
8.0
7.0
NOx 5.0
3.5
Quality of life g/kWh
0.4
0.36
PM 0.25
g/kWh 0.10
0.02 0.01
0.8
Smoke 0.5 0.5
m-1
2005 10 15 20 2025
In addition, many cities focus on other measures to adhere to EU regulation on air quality:
▪ Expanding and optimising public transport in general
▪ Banning cars from city centres
▪ Promoting electric cars
1 Includes biofuels
2 EEV: Enhanced Environmentally friendly Vehicle is a EURO norm in-between EUROV and EUROVI
32
SOURCE: Local city websites; 2001/81/EC
The study covers ~65% of the European city bus market by
focusing on standard city and articulated buses
2010 European urban bus market segments1
Number of annual registrations, Western Europe
1 Split based on 2010 registrations for UK, FRA, IT, ESP; total number of registrations in Europe via extrapolation based on population size
(Europe vs. UK, FRA, IT, ESP together); coaches not taken into account
2 Based on the estimated numbers above and estimated average prices
3 Figures for midibus, standard bus and articulated bus based on estimations by study participants
4 Sometimes more e.g. double articulated buses
33
SOURCE: Truck & Bus Builder Reports Ltd., SMMT, AAA, UNRAE, IEA, VDV, OEM publications, Study analysis
Different degrees of experience with novel technologies imply
different levels of data certainty
Facts as of 2012 for Western Europe (12 m and 18 m buses)
Diesel/ Hydrogen
CNG/Trolley Diesel hybrids1 fuel cell bus Opportunity e-bus Overnight e-bus3
Number of buses > 1,000 > 30 03 04
deployed
Number of Diesel, CNG and >> 10,000,000 > 1,000,000 03 04
kilometres driven trolley buses are (> 5,000,000)2
considered fully
Recharging/ mature as they > 500 03 04
refuelling proced- have been in use Same as diesel
ures completed for >50 years and
Number of years cover >95% of the ~2-3 years ~ 2 years ▪ No operation yet for 12 m/18 m buses
in operation current market (for ▪ ~2 years for 8 m overnight e-buses
12 m and 18 m
Supply industry/ buses) ▪ Battery ▪ Fuel cell in ▪ Infrastructure ▪ Infrastructure
adjacent ▪ Electric drives automotive ▪ Battery ▪ Battery
industries ▪ H2 supply ▪ Electric drives ▪ Electric drives
▪ Battery, electric
drives
TCO1
EUR cents/passenger-km
8.5
Overnight e-bus
8.0
7.5
0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27
GHG emissions2, gCO2e/passenger-km
1 Total cost of ownership for a bus, including purchase, running and financing costs based on 60,000 km annual mileage and 12 years’ bus lifetime 2 Total CO2e emissions per bus per km for different fuel types
from well-to-wheel 3 For greenest option, electricity cost for e-bus and water electrolysis hydrogen production based on renewable electricity price with a premium of EUR50/MWh over normal electricity
4 Passenger loading 47 per standard bus, 73 per articulated bus as per UITP definition
35
SOURCE: Study analysis
Opportunity charging e-bus offers the cheapest GHG abatement of zero-
local emission powertrains; diesel parallel hybrid the cheapest overall
12 M BUS 2030
GHG emissions
g CO2e/km TCO delta Emissions GHG abatement
TCO1 Well-to-tank to diesel1 delta to diesel cost, well-to-wheel1
EUR/km Tank-to-wheel EUR/km g CO2e/km EUR/kg CO2e
Opportunity 2.8-
2 0.3 1,220 0.3
e-bus 2.9
Overnight 3.4- 0.9- 0.7-
2 1,220
e-bus 3.8 1.3 1.0
With an even more renewable hydrogen production mix, further upside can be achieved
1 Lower numbers correspond to ‘cross-industry’ scenario with cheapest H2 and electricity production mix, higher numbers to ‘production-at-scale’ scenario with green H2 and electricity
2 Taking the upside potential and potential limitations into account (see Chapters 4 & 5), GHG abatement costs for hydrogen fuel cell bus and opportunity e-bus could become lower than
EUR 0.1/kg CO2e or increase to more than EUR 1.0/kg CO2e
36
SOURCE: Study analysis
The city bus shows less abatement cost per passenger km than
passenger car with 0.1 EUR/gCO2e vs. 0.8 EUR/gCO2e
1.0
Car2,4
0.8
Diesel 80 77
Conven-
tional
CNG 78 75
1 No measure figures available yet – expectations are similar to hydrogen fuel cell bus
38
SOURCE: Study analysis
Overview of total cost of ownership (TCO) components
Component
SG&A, Manufacturing
Purchase cost replacement
margins cost
cost
Fuel price
Fuel
consumption
Infrastructure Infrastructure Infrastructure
cost OPEX CAPEX
Factors
on emissions
penalty
Emissions
cost
TCO
39
SOURCE: Study analysis
Based on Enerdata‟s Recovery scenario, the following prices are
used in the study
European average energy prices, 2011 real terms
2.8% p.a.
110 125
76 85 99
Oil price,
USD/bbl
0.3% p.a.
0.6% p.a.
Gas1,
15 15 15 16 16
EUR/MWh
1.6% p.a.
Coal1, 30 32 35 38 41
EUR/MWh
0% p.a.
Biomass2, 27 27 27 27 27
EUR/MWh
2012 15 20 25 2030
1 Based on weighted industrial average prices (excl. VAT) in Belgium, France, Germany, Italy, Netherlands, Spain and UK
2 Based on historical industrial pellet prices in the Netherlands, Germany and Sweden
40
SOURCE: Enerdata Recovery Scenario 2011, industry analysis
Based on Enerdata‟s Recovery scenario, the following fuel
prices used in the study
European average industrial prices1 w/o VAT, 2011 real terms
1.0% p.a.
1.20
1.12
1.06
0.98 1.00
0.49 Tax
0.49
0.49
0.49 0.49
1.2% p.a.
0.72
0.68
0.64
0.58 0.61
0.21 Tax
0.21
0.21
0.21 0.21
8.1
7.6 7.8
7.5 7.5
3.9 4.0
3.3
2.9 3.0
2.1 2.2 2.2 2.2
2.0
43
SOURCE: Study analysis
Ramp-up towards mix in 2030
Share per production technology, per cent By-product DSMR CG + CCS
CSMR DWE IGCC + CCS
CSMR + CCS BG
Cost1
4.94 6.11 7.15 7.63 7.84
EUR/kg
Emissions
9.50 8.46 7.25 5.50 3.74
kg CO2/kg H2
100%=
13
25 25
13
58 14
25 25
6
90
2
13 25 13
15
12
8 25 12
6 25
14
4 10 13
3 3 5
2012 2015 2020 2025 2030
1 Simplified reaction
45
SOURCE: Study analysis
Effects of the „production-at-scale‟ and „cross-industry' scenario add up to
a reduction of 45% compared to the niche scenario, 2030
Purchase cost hydrogen fuel cell bus, 12 m bus
EUR thousands
35
Niche scenario 362 222 685 35 33 104 31 2 118
65
Production-at- 19
294 136 493 23 19 74 20 – 62
scale scenario 43
-28%
Cross-industry 36
294 374 14 14 19 14 – 16
scenario 14
30 -45%
46
SOURCE: Study analysis
Trolley has highest infrastructure cost; diesel and hybrids have
cheapest infrastructure to install
Capex Opex 2030 Medium depot
Description Investment required3 Total yearlycost1 x.xx EUR/bus km2
- EUR thousands EUR thousands/year
Filling station
Diesel 133 0.03
with 4 dispensers 324 159
Conven- 26
tional
Fast-filling
CNG 493 0.15
station 3,194 749
256
49
SOURCE: Study analysis
The alternative powertrains all score high on environment and
have mixed results on performance and TCO
Better evaluation PRODUCTION-AT-SCALE SCENARIO 12 M BUS 2030
50
SOURCE: Study analysis