State of Sustainable Fleets:
2022 Market Brief

The 2022 Market Brief covers the major clean transportation trends and key takeaways of 2021– a year where the petroleum-dependent transportation era started its decline, and there is no going back.

2022 Key Findings

CALIFORNIA IS THE MARKET STARTER, BUT CLEAN TRANSPORTATION IS SPREADING NATIONALLY

While the epicenter of the clean fleet transition is California, a combination of public and private investment, aggressive sustainability commitments, and zero-emission regulations are catalyzing a transformation of the U.S. commercial transportation industry.

CNG AND PROPANE NO LONGER NEED FUNDING, BUT STILL BENEFIT FROM INCENTIVES

CNG and propane users continued to see significant fuel savings over diesel and both fuels have demonstrated ROIs. An original favorite of funding agencies, available incentives for CNG and propane can further improve the economics for fleets.

BATTERY-ELECTRIC VEHICLE DEMAND IS RAMPING UP DESPITE SUPPLY CHAIN DELAYS AND HIGH COSTS.

Scheduled HD BEV deployments will go from dozens to hundreds across this year and next with some sectors already seeing early scale. Fleet demand for BEVs is enormous and continues to exceed availability, while vehicle and battery costs remain stubbornly high, and the supply chain is still in development.

RENEWABLE DIESEL AND RENEWABLE NATURAL GAS SEE RECORD GROWTH WITH SUPPORT FROM CLEAN FUEL PROGRAMS

By 2025, U.S. capacity for RD is forecasted to exceed 5 billion gallons per year — enough to support 10% of the country’s current diesel demand. RNG production capacity increased by 24% from 2020 to 2021, enabling the U.S. to produce enough RNG fuel to displace nearly 574 million gallons of diesel annually.

HYDROGEN FUEL CELL VEHICLES EDGE CLOSER TO REALITY; ORDERS AND PLANNED STATIONS MORE THAN DOUBLE

Orders quadrupled for HD FCEVs in 2021, totaling 143, led by transit. Truck fleets saw the first batch of grant-funded projects for dozens of fuel cell trucks, expected to translate into orders. All public hydrogen stations are in California currently, although some are planned for other states over the next few years.

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Webinars

Access all of the content from The State of Sustainable Fleets webinar series.

2022 Launch of State of Sustainable Fleets

2022 State of Sustainable Fleets Report Launch Panel

During ACT Expo, Daimler Truck North America, Penske, and Shell discussed the state and future of commercial transportation as the industry transitions to near- and zero-emission vehicles and renewable fuels.

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Webinar

Transitioning to a Truly Sustainable Fleet

Hear from experts in sustainable fleet technology on how to plan for and integrate your first, second, and tenth new type of clean vehicle technology to improve performance and reduce emissions.

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September 2021 Hero

Developing a Sustainable Fleet Strategy with Today & Tomorrow’s Technology

Hear from fleets who are using clean technologies to meet their sustainability goals and providers that offer sustainable technologies to fleet customers.

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About the Report

The State of Sustainable Fleets report gathers real-world data directly from early-adopter fleets across the U.S. to provide deep sector-specific insights into the adoption of natural gas, propane, battery electric, and hydrogen fuel cell electric vehicles, against a baseline of diesel and gasoline vehicles. The analysis includes public, private, and for-hire fleets, including school, municipal/shuttle, urban delivery, refuse, utility, transit, short-haul, and long-haul sectors. This first-of-its-kind report includes unique insights into vehicle sale trends, anticipated vehicle development timelines, real-world infrastructure and fuel costs, and the growing adoption of renewable fuels.

The on-road transportation industry is at a pivotal moment.

Key factors and major market forces are aligning to make this a critical time for the future of the industry.

Emissions on the Rise

With global greenhouse gas emissions and smog-forming pollutants continuing to rise, the industry is under growing pressure to rapidly adopt and deploy clean vehicle technologies.

Competing Technologies Emerging

Multiple promising vehicle technologies are emerging simultaneously, with more industry investment fueling innovation than ever before.

Mounting Sustainability Pressures

Globally, private companies and public regulators are stepping up to set ambitious sustainability goals and putting aggressive strategies in place to meet them.

Pace of Technology Quickening

After decades of research and development, the industry is moving from pilot projects to deployments of new technologies in real-world applications across sectors.

Determining a Path Forward

On-road fleets are weighing their options to determine which zero and near-zero emission vehicles can meet their operational needs—today and well into the future.