落基山研究所（RMI）：2024印度零排放卡车运输业融资综合指南（英文版）（68页）.pdf

1、Comprehensive Guide to Financing the Zero-Emission Trucking Transition in IndiaReport/September 2024Table of ContentsExecutive Summary.6Background.10ZET Ecosystem Landscape.10Existing Barriers in the ZET Ecosystem.13ZET Market Risk Assessment.14Market Size.19ZET Financial Tools.21Debt.23Risk-Sharing

2、 Facilities.26Equity.27Viability Gap Financing.28Blended Implementation and Impact.30ZET-Specific Business Models.32Truck Leasing.33Warranties.36Insurance.37De-risking Practices.38Demand Aggregation.38Corridor Development.40Aftermarket Support.41Reducing Technology Asymmetry With Telemetric Data.42E

3、conomic Assessment of ZETs Across Use Cases.44Roadmap and Conclusion.47Conclusion.49Appendices.50Appendix A:Monetised Impact of Financial Tools on ZET TCO.50Appendix B:Market Size.55Appendix C:Cost of ZETs.57Appendix D:Unit Economics.60Appendix E:Leasing.62References.64rmi.org/4Comprehensive Guide t

4、o Financing the Zero-Emission Trucking Transition in IndiaAuthors and AcknowledgmentsRMI Authors Nikita Bankoti Zhinan Chen Akshima Ghate Marie McNamara Dave Mullaney Samhita Shiledar CoEZET Authors Karthick Athmanathan Rajesh SAuthors listed alphabetically.All authors from RMI unless noted.CoEZET i

5、s an initiative by the Indian Institute of Technology-Madras(IITMadras).AcknowledgementsThe authors would like to acknowledge the contribution of Riya Saxena,Kriti Singh,and S.A.Sundaresan.Contactindiainformi.orgCopyrights and CitationMcNamara et al.,Comprehensive Guide to Financing the Zero-Emissio

6、n Trucking Transition in India,RMI and CoEZET,2024,https:/rmi.org/insight/outlook-on-zero-emission-truck-financing-inindia-insight-brief-for-public-sector-decision-makers.RMI values collaboration and aims to accelerate the energy transition through sharing knowledge and insights.We therefore allow i