| 1. | EXECUTIVE SUMMARY | 
| 1.1. | Key Report Findings | 
| 1.2. | Advantages of / Barriers to Machine Electrification | 
| 1.3. | Construction Machines Overview | 
| 1.4. | Agriculture Machines Overview | 
| 1.5. | Mining Machines Overview | 
| 1.6. | Battery Sizing for Different Machine Types | 
| 1.7. | Battery Chemistries for Different Machine Sizes | 
| 1.8. | Battery Cycle Life Requirements | 
| 1.9. | Battery Performance Requirements | 
| 1.10. | Battery Pack Requirements for EV Construction Machines | 
| 1.11. | Battery Pack Requirements for EV Agriculture Machines | 
| 1.12. | Battery Pack Requirements for EV Mining Machines | 
| 1.13. | Battery Cost Requirements | 
| 1.14. | Turnkey Battery Pack Suppliers Analysis | 
| 1.15. | Cycle Life vs Energy Density for Different Chemistries | 
| 1.16. | Lithium Battery Chemistries | 
| 1.17. | Key Differences Between Battery Technologies | 
| 1.18. | Battery Technology Comparison | 
| 1.19. | Best Fit Battery Technologies for Construction Machines | 
| 1.20. | Best Fit Battery Technologies for Agriculture Machines | 
| 1.21. | Best Fit Battery Technologies for Mining Machines | 
| 1.22. | Total Battery Demand (GWh) by Region 2024 - 2034 | 
| 1.23. | Total Battery Demand (GWh) by Industry 2024 - 2034 | 
| 1.24. | Total Battery Demand (GWh) by Chemistry 2024 - 2034 | 
| 2. | INTRODUCTION TO ELECTRIC CAM EQUIPMENT | 
| 2.1. | Electric Construction Equipment | 
| 2.1.1. | Overview of Electric Construction Vehicles | 
| 2.1.2. | Key Construction Machine Types for Electrification | 
| 2.1.3. | Advantages of / Barriers to Machine Electrification | 
| 2.1.4. | Electrification Activity of Major Construction OEMs (1) | 
| 2.1.5. | Electrification Activity of Major Construction OEMs (2) | 
| 2.1.6. | Mini Excavator OEMs | 
| 2.1.7. | Example Electric Mini-Excavator - Caterpillar 301.9 | 
| 2.1.8. | Medium / Large Excavator OEMs | 
| 2.1.9. | Example Excavator - John Deere 145 X-Tier | 
| 2.1.10. | Compact Loaders / Skid Steer / Dumpers | 
| 2.1.11. | Compact Loaders OEMs | 
| 2.1.12. | Example Compact Loader - Bobcat S7X and T7X | 
| 2.1.13. | Backhoe Loaders OEMs | 
| 2.1.14. | Example Backhoe Loader - CASE Construction 580EV | 
| 2.1.15. | Wheel Loaders OEMs | 
| 2.1.16. | Example Wheel Loader - LuiGong 856E Max and 856HE MAX | 
| 2.1.17. | Telehandlers | 
| 2.1.18. | JCB 525-60E Electric Telehandler | 
| 2.1.19. | Mobile Cranes OEMs | 
| 2.1.20. | XCMG XCT25EV and XCA60EV PHEV Truck Cranes | 
| 2.1.21. | Other Construction Vehicles | 
| 2.2. | Electric Agricultural Equipment | 
| 2.2.1. | Key Agriculture Vehicles for Electrification | 
| 2.2.2. | Electrification Activity of Major Agriculture OEMs | 
| 2.2.3. | Sub-compact Tractor OEMs | 
| 2.2.4. | Example Electric Sub-compact Tractor: Solis SV26 | 
| 2.2.5. | Compact Tractor OEMs | 
| 2.2.6. | Example Electric Compact Tractor: Rigitrac SKE 40 Electric | 
| 2.2.7. | Utility Tractor OEMs | 
| 2.2.8. | Example Electric Utility Tractor: Case IH Farmall 75C Electric | 
| 2.2.9. | Other Agriculture Vehicles | 
| 2.3. | Electric Mining Equipment | 
| 2.3.1. | Key Mining Vehicle Types for Electrification | 
| 2.3.2. | Electrification Activity of Major Mining OEMs | 
| 2.3.3. | Haul Truck OEMs | 
| 2.3.4. | Example Electric Haul Truck: XEMC SF31904 | 
| 2.3.5. | Dump Truck OEMs | 
| 2.3.6. | Example Electric Dump Truck: XCMG XDR80TE | 
| 2.3.7. | Wheel Loader OEMs | 
| 2.3.8. | Example Electric Wheel Loader: Batt Mobile Equipment BIT210 and BME220 | 
| 2.3.9. | Underground Loader OEMs | 
| 2.3.10. | Example Electric Underground Loader: Sandvik - Toro and Artisan Models | 
| 2.3.11. | Underground Truck OEMs | 
| 2.3.12. | Example Electric Underground Truck: Epiroc Minetruck MT42 SG | 
| 2.3.13. | Mining Light Vehicle OEMs | 
| 2.3.14. | Example Electric Mining Light Vehicle: Rokion R100, R200, and R400 | 
| 2.3.15. | Other Mining Vehicles | 
| 3. | BATTERY REQUIREMENTS FOR CAM EQUIPMENT | 
| 3.1. | Battery Sizing for Different Machine Types | 
| 3.2. | Battery Sizing for EV Machines Smaller Than 50-tonne | 
| 3.3. | Most Common Battery Pack Sizing | 
| 3.4. | Battery Capacity and Runtimes | 
| 3.5. | Battery Sizing for Excavators | 
| 3.6. | Battery Power Requirements | 
| 3.7. | Battery Discharge Rate | 
| 3.8. | Battery Charging Rates | 
| 3.9. | Battery Voltages | 
| 3.10. | Battery Voltages Binned | 
| 3.11. | Battery Voltages in Construction Machines | 
| 3.12. | Battery Chemistries in Different Machine Sizes | 
| 3.13. | Typical Battery Chemistry Choices in Different Industries | 
| 3.14. | Battery Chemistry by Region | 
| 3.15. | Battery Lifetime Requirements | 
| 3.16. | Typical Battery Pack Requirements for Different EV CAM Machines - Construction | 
| 3.17. | Typical Battery Pack Requirements for Different CAM Machines - Agriculture | 
| 3.18. | Typical Battery Pack Requirements for Different CAM Machines - Mining | 
| 3.19. | Battery Performance Requirements | 
| 3.20. | Battery Cost Requirements | 
| 4. | TURNKEY BATTERY SUPPLIERS AND THEIR TECHNOLOGIES | 
| 4.1. | Product Benchmarking and Trends | 
| 4.1.1. | Batteries for CAM | 
| 4.1.2. | Introduction to Turnkey Battery Pack Suppliers and Key Takeaways | 
| 4.1.3. | Suppliers and their Offerings - North America | 
| 4.1.4. | Suppliers and their Offerings - Europe (1) | 
| 4.1.5. | Suppliers and their Offerings - Europe (2) | 
| 4.1.6. | Suppliers and their Offerings - China | 
| 4.1.7. | Suppliers and their Offerings - Other | 
| 4.1.8. | Availability of Different Chemistries | 
| 4.1.9. | Availability of Different Cell Form Factors | 
| 4.1.10. | LTO and Sodium-ion from the Turnkey Suppliers | 
| 4.1.11. | Benchmarking | 
| 4.1.12. | Benchmarking - Best Packs for Gravimetric Energy Density | 
| 4.1.13. | Benchmarking - Best Packs for Volumetric Energy Density | 
| 4.1.14. | Benchmarking - Best Packs for Gravimetric Power Density | 
| 4.1.15. | Benchmarking - Best Packs for Volumetric Power Density | 
| 4.1.16. | Benchmarking - Best Packs for Charging Power | 
| 4.1.17. | Benchmarking - Best Packs for Longevity | 
| 4.1.18. | Benchmarking - Largest Capacity Modules/Packs | 
| 4.1.19. | Ragone Plot - Highlighting Cell Chemistries | 
| 4.1.20. | Ragone Plot - Highlighting Cell Formfactors | 
| 4.1.21. | Energy Density, Cycle Life and Chemistry | 
| 4.1.22. | Energy Density, Charging Speed and Chemistry | 
| 4.1.23. | Energy Density, Charging Speed and Chemistry (NMC and LFP) | 
| 4.1.24. | Thermal Management | 
| 4.1.25. | Thermal Management Options | 
| 4.2. | Supplier Case Studies | 
| 4.2.1. | Build the Battery for the Task | 
| 4.2.2. | Northvolt | 
| 4.2.3. | Forsee Power | 
| 4.2.4. | CATL | 
| 4.2.5. | ABB | 
| 4.2.6. | BorgWarner | 
| 4.2.7. | Hot Swapping - Dimaag | 
| 4.3. | Thermal Management | 
| 4.3.1. | Thermal Management Overview | 
| 4.3.2. | Air Cooling | 
| 4.3.3. | Liquid Cooling | 
| 4.3.4. | Immersion Cooling | 
| 4.3.5. | Analysis of Battery Cooling Methods | 
| 4.4. | LTO Packs for Hybrid Applications | 
| 4.4.1. | Forsee Power and Kubota - Micro-Hybrid Engine | 
| 4.4.2. | Proventia Low-Voltage Batteries | 
| 4.4.3. | Hyliion Battery Module for Hybrids | 
| 4.5. | Merger, Acquisition & Spinout Activities | 
| 4.5.1. | Proterra Acquired by Volvo Group | 
| 4.5.2. | American Battery Solutions Acquired by Komatsu | 
| 4.5.3. | Hyperdrive Acquired by Turntide | 
| 4.5.4. | XALT Energy Acquired by Freudenberg | 
| 4.5.5. | Kokam Acquired by SolarEdge | 
| 4.5.6. | Accelera - Spinout from Cummins | 
| 4.5.7. | Kreisel Acquired by John Deere | 
| 4.5.8. | Futavis Acquired by Deutz | 
| 4.5.9. | ZQuip - Spinout from Moog | 
| 4.5.10. | Romeo Power: Acquisition and Liquidation | 
| 4.5.11. | Bankruptcies: Britishvolt and EnerDel | 
| 4.5.12. | Summary and Key Takeaways | 
| 5. | FUTURE BATTERY TECHNOLOGIES AND APPLICABILITY TO CAM | 
| 5.1. | Introduction to Future Battery Technologies | 
| 5.1.1. | Typical Li-ion Energy Density | 
| 5.1.2. | The Key Differences Between Different Battery Technologies | 
| 5.1.3. | Electrochemistry Definitions 1 | 
| 5.1.4. | Electrochemistry Definitions 2 | 
| 5.2. | Li-ion Overview | 
| 5.2.1. | Lithium battery chemistries | 
| 5.2.2. | Li-ion Battery Performance Comparisons of Typical Technology Options | 
| 5.2.3. | Li-ion cathode materials - LCO and LFP | 
| 5.2.4. | Li-ion cathode materials - NMC, NCA and LMO | 
| 5.2.5. | Li-ion anode materials - graphite and LTO | 
| 5.2.6. | Li-ion anode materials - silicon and lithium metal | 
| 5.2.7. | Moving to high-nickel layered oxides | 
| 5.2.8. | High manganese cathodes - LMO, LMR-NMC | 
| 5.2.9. | High manganese cathodes - LMP, LMFP | 
| 5.2.10. | High-level performance comparison | 
| 5.2.11. | Lithium-ion Technologies for CAM Machines | 
| 5.3. | Lithium Titanates and Niobates | 
| 5.3.1. | Introduction to lithium titanate oxide (LTO) | 
| 5.3.2. | Comparing LTO and graphite | 
| 5.3.3. | Lithium titanate to niobium titanium oxide | 
| 5.3.4. | LTO in CAM Machines | 
| 5.4. | Silicon Anodes | 
| 5.4.1. | Definitions | 
| 5.4.2. | The promise of silicon | 
| 5.4.3. | Value proposition of high silicon content anodes | 
| 5.4.4. | The reality of silicon | 
| 5.4.5. | Silicon Anodes for CAM machines | 
| 5.5. | Lithium-Metal | 
| 5.5.1. | Lithium-metal anodes | 
| 5.5.2. | Li-ion battery cell structure - Li-metal | 
| 5.5.3. | Difficulty of Li-metal anodes | 
| 5.5.4. | Enabling Li-metal without solid-electrolytes | 
| 5.5.5. | Energy density of lithium-metal anode designs | 
| 5.5.6. | Anode-less cell design | 
| 5.5.7. | Anode-less lithium-metal cells | 
| 5.5.8. | Lithium Metal for CAM Machines | 
| 5.6. | Solid-State | 
| 5.6.1. | What is a solid-state battery (SSB)? | 
| 5.6.2. | Value propositions and limitations of solid state battery | 
| 5.6.3. | Energy density improvement | 
| 5.6.4. | Solid-state for CAM Applications | 
| 5.7. | Lithium-Sulphur | 
| 5.7.1. | Lithium-sulphur batteries - introduction | 
| 5.7.2. | Value proposition of Li-S batteries | 
| 5.7.3. | Lithium-sulphur batteries - advantages | 
| 5.7.4. | Challenges with lithium-sulphur | 
| 5.7.5. | Engineering challenges to commercial Li-S | 
| 5.7.6. | Solutions to Li-S challenges | 
| 5.7.7. | Lithium Sulfur for CAM Applications | 
| 5.8. | Sodium-ion (Na-ion) | 
| 5.8.1. | Introduction to sodium-ion batteries | 
| 5.8.2. | Na-ion vs Li-ion | 
| 5.8.3. | Na-ion performance compared | 
| 5.8.4. | Appraisal of Na-ion | 
| 5.8.5. | Appraisal of Na-ion | 
| 5.8.6. | Value proposition of Na-ion batteries | 
| 5.8.7. | Sodium-ion Applications in CAM | 
| 5.9. | Aluminium-ion (Al-ion) | 
| 5.9.1. | Why the interest in aluminium-ion? | 
| 5.9.2. | Battery chemistries compared | 
| 5.9.3. | Conclusions | 
| 5.9.4. | Aluminum-ion Applications in CAM | 
| 5.10. | Zn-Based Batteries (Zinc-air, Zinc-ion, Zinc-Bromide) | 
| 5.10.1. | Zn-based batteries | 
| 5.10.2. | Zn-based batteries - introduction | 
| 5.10.3. | Zinc-based batteries | 
| 5.10.4. | Zinc-air batteries | 
| 5.10.5. | Problems and solutions for rechargeable Zn-air batteries | 
| 5.10.6. | Remarks on Zn-based batteries | 
| 5.10.7. | Zinc-based Battery Applications in CAM | 
| 5.11. | Summary of Battery Technologies and How They Fit with CAM | 
| 5.11.1. | Battery Technology Comparison | 
| 5.11.2. | Best Fit Battery Technologies for Construction Machines | 
| 5.11.3. | Best Fit Battery Technologies for Agriculture Machines | 
| 5.11.4. | Best Fit Battery Technologies for Mining Machines | 
| 6. | FORECASTS | 
| 6.1. | Forecast Methodology: Unit Vehicles Addressable Market and EV Forecasts | 
| 6.2. | Total Electric Vehicle Market (unit sales) by Industry 2024 - 2034 | 
| 6.3. | Forecast Methodology: Battery Demand and Revenue Forecasts | 
| 6.4. | Forecast Assumptions | 
| 6.5. | Total Battery Demand (GWh) by Region 2024 - 2034 | 
| 6.6. | Total Battery Demand (GWh) by Industry 2024 - 2034 | 
| 6.7. | Total Battery Demand (GWh) by Machine Type 2024 - 2034 (1) | 
| 6.8. | Total Battery Demand (GWh) by Machine Type 2024 - 2034 (2) | 
| 6.9. | Total Battery Demand (GWh) by Chemistry 2024 - 2034 | 
| 6.10. | Revenue (US$ Billion) from CAM Battery Market by Region 2024 - 2034 | 
| 6.11. | Revenue (US$ Billion) from CAM Battery Market by Industry 2024 - 2034 | 
| 6.12. | Battery Demand (GWh) for Construction by Chemistry 2024 - 2034 | 
| 6.13. | Battery Demand (GWh) for Agriculture by Chemistry 2024 - 2034 | 
| 6.14. | Battery Demand (GWh) for Mining by Chemistry 2024 - 2034 | 
| 7. | COMPANY PROFILES | 
| 7.1. | American Battery Solutions | 
| 7.2. | Blue Solutions/Bolloré | 
| 7.3. | BMZ Group | 
| 7.4. | BYD: Electric Trucks | 
| 7.5. | CALB | 
| 7.6. | CATL | 
| 7.7. | Corvus Energy (2020) | 
| 7.8. | Coslight | 
| 7.9. | Electrovaya | 
| 7.10. | Forsee Power | 
| 7.11. | Gotion | 
| 7.12. | Hyliion: Natural Gas PHEV Truck | 
| 7.13. | Kore Power | 
| 7.14. | Leclanché: Heavy-Duty EV Battery Systems | 
| 7.15. | Lithion Technologies | 
| 7.16. | Microvast | 
| 7.17. | Northvolt | 
| 7.18. | OBRIST Group | 
| 7.19. | Our Next Energy (ONE) | 
| 7.20. | Proterra | 
| 7.21. | Romeo Power | 
| 7.22. | SolarEdge | 
| 7.23. | Voltabox AG | 
| 7.24. | XALT Energy/ EnergyPowerSystems (EPS) | 
| 7.25. | Xerotech | 
| 7.26. | XING Mobility: Immersion-Cooled Batteries |