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DOE OSTI2024

Improving Efficiency of Off-Road Vehicles by Novel Integration of Electric Machines and Advanced Combustion Engines

Modern off-road equipment will increasingly rely on electrified implements that will deliver precision control with a smaller footprint than hydraulics. The primary energy converter, however, will be an onboard reciprocating internal combustion engine because of the power density of hydrocarbon fuels in comparison to electrical energy storage and the remote locations where much of this equipment is deployed. Adding energy storage and electric machines creates opportunities to improve efficiency while reducing emissions. This program investigated approaches to take advantage of the extra flexibility that an enhanced electrical system to enable high-efficiency, low-emissions combustion technologies. The current program evaluated hybridization of both the torque application and air-handling systems to maximize efficiency while minimizing cost. This program designed, analyzed and tested a hybrid off-road vehicle consisting of a series electric powertrain with energy storage, an electrified air system, and a 33% downsized diesel engine. Detailed comparisons were made between the base powertrain and the developed powertrain using powertrain simulations, engine testing, and vehicle testing. The key results of the study are: • The resulting vehicle reduces fuel consumption by 5% to 15% at equal productivity. The primary improvements were due to recovery of regenerative braking losses for cycles where large transients are encountered. • The electrified air system was an enabler to allow engine downsizing. This was most important for duty-cycles where the engine primarily operated at moderate loads and had few low speed high torque conditions. • Engine level improvements showed re-optimization of the powertrain is possible when electrified air handing is available. Increased exhaust gas recirculation and advanced injection timing allowed up to a 15% reduction in brake specific fuel consumption at equal NOx and transient response. Compared to the larger engine, the downsized engine achieves up to an 18% reduction in brake specific fuel consumption over the non-road transient cycle. • The life cycle analysis and total cost of ownership study showed that the hybrid powertrain has the potential to reduce 5-year CO2 and total cost of ownership by ~6% over the baseline vehicle. The results also indicated that a pure battery electric vehicle is not feasible in this application and is likely to increase the CO2 emissions due to the CO2 from battery production. A hybrid powertrain with low carbon fuels shows the potential to substantially reduce CO2 and total cost of ownership.

02 PETROLEUM↗

DOE OSTI2025

Propulsion System Hybridization and Electrification and Energy Recovery of the Hydraulic System for a Diesel-Powered Off-Road Carry/Lift Machine Final Technical Report (FTR)

Historically, heavy-duty off-road equipment has prioritized performance, reliability, and cost, with limited emphasis on efficiency. While increasing carbon dioxide (CO 2 ) regulations have driven a focused effort for efficiency in on-road vehicles, off-road machines have remained largely overlooked, leaving significant opportunities for efficiency improvements and emissions reductions. To address this overlooked industry, Michigan Technological University’s Advanced Power Systems Research Center (APS LABS) worked with Pettibone to determine a unique electrified architecture for Pettibone’s heavy-duty off-road material handler, the Cary-Lift 204i, with a goal of 20% fuel savings. The base Cary-Lift uses a diesel engine with no electrification.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2022

Assessment of the Effectiveness of Three Aftermarket Gasoline Fuel Stabilizers in Preventing Gum Formation and Loss of Oxidation Stability

We note that fuel stabilizers have long been marketed to consumers to prevent oxidation and gum formation. In the past, gasoline storage for long periods of time was commonly limited to off-road equipment that was used infrequently. Cars and trucks that were driven regularly consumed the fuel in their tanks rapidly enough to avoid excessive fuel aging. However, plug-in hybrid electric vehicles (PHEVs) may be operated frequently without engine operation, raising the possibility that fuel may be stored in the tank for longer periods of time. Studies of the oxidation of gasoline have provided scientific understanding of the process, but there is little if any scientifically backed information aimed at aiding consumers in assessing the need to use an aftermarket fuel stabilizer if they anticipate lengthy periods of fuel storage in their fuel tank. This study was conceived to address this information gap by evaluating three aftermarket stabilizer products alongside baseline gasoline using sealed samples over a period of 12 months of aging. The aging was carried out under ambient temperature conditions with an additional series of samples kept in refrigerated storage. Analyses of vapor pressure, copper strip corrosion, oxidation stability, existent gums, and potential gums were carried out using standard ASTM tests to evaluate the samples as aging progressed. The results show that baseline gasoline remained compliant with relevant specifications to at least 12 months of aging without the use of aftermarket stabilizer additives. Use of two of the aftermarket additives increased the oxidation stability of the baseline gasoline, but this added stability was not necessary to comply with gasoline specifications.

42 ENGINEERING↗

DOE OSTI2026

DOE EV Data Collection - Vehicle Data

Vehicle data consist of electric vehicle performance data collected directly from the vehicle during standard operations. Data were collected using onboard data loggers that were either installed by the project team or preinstalled by the original equipment manufacturer. Data recorded by the data loggers were made accessible via an online web portal or an application programming interface. Different data loggers were used (HEM, ViriCiti, and Geotab), and the method for each vehicle is defined in the vehicle attributes file. Some systems collected data on a “trip-level” basis, in which each row of a table represents a single trip (the period between a key-on and key-off event), whereas other data were collected on a per-day basis, in which each row represents a single day of operation. Data were collected over a range of data collection periods, depending on the project. Data have been anonymized by removing information or decreasing information resolution as necessary so that fleets are not identifiable. Due to the wide range of vehicle types represented and variation in data collection, data parameters and frequencies differ between vehicles and fleets The **Performance Data Daily/Trip Data Dictionaries** contain definitions for each available parameter associated with a vehicle’s operations, aggregated at either a daily or trip level. The parameters available will vary from vehicle to vehicle, but every possible parameter will be defined. The **Vehicle Attributes Data Dictionary** contains definitions for each available parameter associated with a vehicle’s physical and functional attributes and fleet context. The **Vehicle Attributes** table contains specific vehicle characteristics, coded to an anonymous Vehicle ID. This Vehicle ID can be used as a key between vehicle data and vehicle attribute tables. The **Vehicle Data** tables contain the data from each vehicle’s operations, aggregated at either a daily or trip level, coded to an anonymous Vehicle ID. This Vehicle ID can be used as a key between vehicle data and vehicle attribute tables. Data is being uploaded quarterly through 2023 and subject to change until the conclusion of the project.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2026

DOE EV Data Collection - Maintenance Data

Maintenance data includes information on maintenance performed on the electric vehicles, including preventive maintenance, service calls, and availability of the vehicles. The parameters collected, and their definitions, will vary due to the differences in maintenance tracking systems that exist between fleets. Parameter definitions are detailed in the data dictionary, and specific vehicle information is available in the vehicle attributes table. Vehicle ID can be used as a key between maintenance data and vehicle attribute tables. Data is being uploaded quarterly through 2023 and subject to change until the conclusion of the project.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2026

DOE EV Data Collection - Charging Data

Charging data are collected from one of three sources, each with varying levels of additional information. These sources, in approximate order from most to least additional information, are: • The electric vehicle supply equipment (charger) • Onboard the vehicle itself • From a utility submeter. Many chargers provide software that allows for the collection and reporting of charging session data. If unavailable, data may be recorded by the charging vehicle’s onboard systems. If neither of these options is available, data can be acquired from utility submeters that simply track the energy flowing to one or more chargers. Data collected directly from the electric vehicle supply equipment (EVSE) are typically the most accurate and highest frequency. However, it is not always possible to discern which exact vehicle is being charged during any one session. EVSE-side data can be identified where a single charger ID but a range of vehicle IDs are present (e.g., CH001, EV001-EV005). Data collected from the vehicle’s onboard systems usually does not provide information on which exact charger is being used. Vehicle-side data can be identified where a single Vehicle ID but a range of Charger IDs are present (e.g., EV001, CH001-CH005). Data collected from utility submeters provide no information on which specific vehicle is charging or which specific charger is in use. Submeter data can be identified where multiple Vehicle IDs and multiple Charger IDs are present, but only a single Fleet ID is present (e.g., EV001-EV005, CH001-CH005, Fleet01). The **Charge Data Daily/Session Dictionaries** contains definitions for each available parameter collected as part of an individual charging session, aggregated at either a daily or session level. The parameters available will vary between vehicles and chargers. The **Charger Attributes** table contains specific charger characteristics, coded to at least one anonymous Charger ID and linked to either a single or a range of Vehicle IDs. Vehicle ID can be used as a key between charging data and vehicle attribute tables. The **Charger Attributes Data Dictionary** contains definitions for each available parameter collected on the physical and operational characteristics of the charging hardware itself. The **Vehicle Attributes Data Dictionary** contains definitions for each available parameter associated with a vehicle’s physical and functional attributes and fleet context. The **Vehicle Attributes** table contains specific vehicle characteristics, coded to an anonymous Vehicle ID. This Vehicle ID can be used as a key between vehicle data and vehicle attribute tables, and in cases where charging data are supplied, links a vehicle with the charger(s) that supplied it power. The **Charging Data** tables contain the data from each charger’s operations, coded to at least one anonymous Charger ID and linked to either a single or a range of Vehicle IDs. Vehicle ID can be used as a key between charging data and vehicle attribute tables. Data is being uploaded quarterly through 2023 and subject to change until the conclusion of the project.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2026

DOE EV Data Collection - Facility Data

Facility data includes information on electricity consumption by larger-scale infrastructure, including buildings, solar arrays, and energy storage systems. Parameter definitions can be found in the data dictionary. If a connection between specific vehicle information and facility data exists, it will be available in the vehicle attributes table. Vehicle ID can be used as a key between vehicle data and vehicle attribute tables. Data is being uploaded quarterly through 2023 and subject to change until the conclusion of the project.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2026

Mauka Energy FEVER Tool Dataset

Mauka Energy’s dataset, developed under the Forestry Electric Vehicle Energy Routing (FEVER) project and funded by the U.S. Department of Energy’s Small Business Innovation Research program, is a high-resolution geospatial resource designed to support energy modeling for electric log trucks in complex forestry environments. The dataset integrates detailed spatial and road network data to enable accurate simulation of vehicle performance across varied terrain. At its core, the dataset incorporates lidar-derived elevation models, road alignments, and surface classifications from Oregon State University’s McDonald-Dunn Research Forest. These data capture fine-scale variations in slope, curvature, and surface conditions across forest road systems, allowing for vehicle-level analysis of energy consumption and recovery. The dataset also includes data collected on the surrounding public and private road networks in Benton County, Oregon, used in real-world haul routes. These connecting segments provide critical context for modeling transitions between forest operations and regional transportation infrastructure, incorporating attributes such as grade profiles, elevation change, and speed constraints. This combined dataset underpins the development of Mauka Energy’s rolldown tool, which quantifies energy use and regenerative braking potential on downhill and variable-grade segments. By leveraging high-resolution terrain and road data, the FEVER project enables more accurate assessment of electric vehicle feasibility and performance in forestry applications.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2020

Optimal Operation of a Hybrid Hydraulic Electric Architecture (HHEA) for Off-Road Vehicles Over Discrete Operating Decisions

Many off-highway machines including construction and agriculture equipment use hydraulics for power transmission and throttling as a means for control. Trends towards better efficiency and electrification have led to the creation of a novel Hybrid Hydraulic-Electric Architecture (HHEA) which could significantly reduce energy consumption and maintain control performance, even in machines that are too large to be directly electrified. This is achieved by using a set of common pressure rails to transmit the majority of power via power dense hydraulics and modulating the power with small electric motor-drives to achieve precise control. This paper proposes a computationally efficient method for computing the optimal sequence of pressure rail selections for the HHEA over finite drive cycles. This is useful for fairly comparing the novel architecture’s energy performance to existing architectures and for use in iterative optimal design of the architecture. The optimal control technique makes use of a static model of the architecture and losses. Constraints are enforced such that the drive cycle is repeatable. The constrained optimal operation is solved using a Lagrange multiplier technique that transforms the optimization into a small set of sub-problems by considering combinations of active constraints. Each of these sub-problems can be solved efficiently because loss calculations for all time steps can be computed in parallel. A case study of an off-road construction machine demon-strates that the HHEA reduces energy consumption by 2/3 compared to the baseline load sensing architecture.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2021

Propane Basics

Propane powers nearly 60,000 vehicles in the United States. Fleets around the United States have successfully implemented propane vehicles in many types of applications, including school buses, shuttle buses, step vans, and law enforcement vehicles. Propane is also frequently used in off-road applications, such as forklifts, commercial landscape mowers and equipment, and other farm equipment. The advantages of propane include its domestic availability, performance, and emissions benefits.

47 OTHER INSTRUMENTATION↗

DOE OSTI2024

On Road vs. Off Road Low Load Cycle Comparison

Reducing criteria pollutants while reducing greenhouse gases is an active area of research for commercial on-road vehicles as well as for off-road machines. The heavy duty on-road sector has moved to reducing NOx by 82.5% compared to 2010 regulations while increasing the engine useful life from 435,000 to 650,000 miles by 2027 in the United States (US). An additional certification cycle, the Low Load Cycle (LLC), has been added focusing on part load operation having tight NOx emissions levels. In addition to NOx, the total CO2 emissions from the vehicle will also be reduced for various model years. The off-road market is following with a 90% NOx reduction target compared to Tier 4 Final for 130-560 kW engines along with greenhouse gas targets that are still being established. The off-road market will also need to certify with a Low Load Application Cycle (LLAC), a version of which was proposed for evaluation in 2021. Since the LLAC has not been finalized, this study is being conducted to compare and contrast the LLC for on-road with the LLAC for off-road as there might be some shared learnings. A US off-road production 2023 Fiat Powertrain 13L engine and aftertreatment system was chosen for this work. This engine is used in production for both off-road and on-road products, so it is a good choice for this study. The associated off-road aftertreatment system was aged for more relevant comparisons. The engine calibration was not altered for either of the low load cycles. This study shows that the cycles are quite different in nature as the market needs are different. The LLC includes a large fraction of operation at idle and lower speeds, representing products that use the engine primarily for motive power, where lower vehicle speed means a lower engine speed and load. The LLAC has more time and load spent at high speeds and slightly higher loads. The off-road products represented by this cycle often use the engine to drive auxiliary equipment which means higher parasitic loads and hand/fixed throttle. The comparison will include the use profiles, tailpipe NOx and greenhouse gas emissions (CO2, N2O).

McCarthy, James↗

DOE OSTI2024

Propulsion Electrification Architecture Selection Process and Cost of Carbon Abatement Analysis for Heavy-Duty Off-Road Material Handler

The heavy-duty off-road industry continues to expand efforts to reduce fuel consumption and CO 2 e (carbon dioxide equivalent) emissions. Many manufacturers are pursuing electrification to decrease fuel consumption and emissions. Future policies will likely require electrification for CO2e savings, as seen in light-duty on-road vehicles. Electrified architectures vary widely in the heavy-duty off-road space, with parallel hybrids in some applications and series hybrids in others. The diverse applications for different types of equipment mean different electrified configurations are required. Companies must also determine the value in pursuing electrified architectures; this work analyzes a range of electrified architectures, from micro hybrids to parallel hybrids to series hybrids to a BEV, looking at the total cost, total CO 2 e, and cost per CO 2 e (cost of carbon abatement, or cost of carbon reduction) using data for the year 2021. This study is focused on a heavy-duty off-road material handler, the Pettibone Cary-Lift 204i. This machine’s specialty application, including events like unloading large oil pipes from a railcar, requires a unique electrified architecture that suits its specific needs. However, the results from this study may be extrapolated to similar machinery to inform fuel savings options across the heavy-duty off-road industry. In this study, a unique electrified architecture is determined for the Cary-Lift. This architecture is informed by multiple rounds of a Pugh matrix decision analysis to select a shortened list of desirable electrified architectures. The shortened list is modeled and simulated to determine CO 2 e, cost, and cost per CO 2 e. A final architecture is determined as a plug-in series hybrid that reduces fuel consumption by 65%, targeting the large fuel and CO 2 e savings that are likely to be required for the future of the heavy-duty off-road industry.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2024

Design, Modeling, and Control of a Hardware-in-the-Loop Testbed for Off-Road Vehicles

This paper presents the design, modeling, and control of a hardware-in-the-loop (HIL) testbed for off-road vehicles. The proposed HIL testbed employs a transient hydrostatic dynamometer to load a diesel engine to emulate any loading cycles of a wheel loader, which is a representative off-road vehicle. A fully validated wheel loader model is used to calculate the engine load, including both the drive and work functions. Besides, iterative learning control (ILC) has been designed for the loading torque tracking of the hydrostatic dynamometer to ensure accurate emulation of real-world operation scenarios. The developed HIL testbed is used to demonstrate more than 26% energy benefits of automated wheel loaders through systematic optimization compared with human-operated wheel loaders. As a result, this HIL testbed serves as a robust platform for advancing research and development across various off-road vehicles, including excavators, tractors, and harvesters.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2022

Off-Road Vehicle Decarbonization and Energy Systems Integration: R&D Gaps and Opportunities

This report summarizes findings from the Off-Road Decarbonization and Energy Systems Integration workshop, hosted by the National Renewable Energy Laboratory (NREL) from March 22-24, 2022. The workshop focused on the importance of collaboration among the off-road vehicle industry and government to address barriers and opportunities for decarbonization. The workshop aligns with priorities of the U.S. Department of Energy (DOE) Vehicle Technologies Office and Hydrogen and Fuel Cell Technologies Office to decarbonize transportation in the agriculture, mining, construction, and military industries. This decarbonization effort is also intended to support original equipment manufacturers, industry associations, technology developers, utilities, and consultants. The sections within this report correspond to the three topic areas covered in the 3-day workshop: a high-level perspective of needs and challenges, vehicle and equipment decarbonization strategies, and energy systems integration opportunities.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2025

Fleet-Level Energy and Emissions Analysis of the US Off-Road Sector with VISION: Off-Road

In the United States (US), the off-road sector (i.e., agriculture, construction, etc.) contributes to approximately 10% of the country’s transportation greenhouse gas (GHG) emissions, similar to the aviation sector. The off-road sector is extremely diverse; as the EPA MOVES model classifies it into 11 sub-sectors, which include 85 different types of equipment. These equipment types have horsepower ranging from 1 to greater than 3000 and have very different utilization, which makes decarbonization a complex endeavor. To address this, Argonne’s on-road vehicle fleet model, VISION, has been expanded to the off-road sector. The GHG emission factors for several energy carriers (biofuels, electricity, and hydrogen) have been incorporated from Argonne’s GREET model for a sector-wide well-to-wheel (WTW) GHG emissions analysis of the present and future fleet. Several technology adoption and energy decarbonization scenarios were modeled to better understand the appropriate actions required to drive towards net-zero emissions of the off-road sector. Results show that WTW decarbonization up to 67% can be achieved from 2023 to 2050 in a business-as-usual scenario. But with aggressive sales increases of electric and hydrogen powertrains, WTW decarbonization up to 77% can be achieved, which can further increase to 85% if electricity production is aggressively decarbonized by 2035.

lifecycle↗

DOE OSTI2021

Optimal Control of the Energy-Saving Hybrid Hydraulic-Electric Architecture (HHEA) for Off-Highway Mobile Machines

Most off-highway constructions and agriculture equipment use hydraulics, which has unmatched power density, for power transmission and throttling as a means for control. A novel hybrid hydraulic-electric architecture (HHEA) has recently been proposed to improve efficiency for high-power machines that would have been cost-prohibitive to electrify directly. HHEA uses a set of common pressure rails (CPRs) to transmit the majority of power hydraulically and small electric motor drives to modulate that power and to achieve precise control. This article proposes a computationally efficient Lagrange multiplier method (LMM) for computing the optimal sequence of pressure rail selections to minimize energy use. This is needed to evaluate HHEA's energy-saving potential and for iterative architecture design and sizing. An interesting complication is that the cost function is not fully defined until the candidate control sequence is fully specified. This issue is dealt with by decomposing the original problem into a set of sub-problems with additional constraints that can be solved efficiently. Computational effort can be further reduced if actuators are optimized individually instead of together. However, additional steps are required to prevent the constraint functions from becoming discontinuous with respect to the Lagrange multipliers, which is necessary for meeting the constraints. Lastly, a case study of a construction machine demonstrates the efficacy of the method and shows that the HHEA reduces energy consumption by 68%-73% compared to the baseline load-sensing architecture.

Lagrange multiplier↗