Climate change has been a topic of global discussion for years or even decades, and as seen in the latest IPCC report [
1], the word ‘forestry’ is found up to 758 times, and it is described as a ‘climate-exposed sector’ when adverse economic impacts are discussed. Climate change is also impacting our forests and thus also forestry in many forms. More extreme weather conditions like storms are faced globally, as well as milder winters becoming more standard in the Northern Hemisphere. Mild winters with no considerable frost on the forest floor, for example, make it more difficult and costly to operate the equipment needed in forestry operations [
2] especially when avoiding heavy soil impact. Central Europe has already been hit hard by forest insects killing, in particular, spruce stands [
3], and this phenomenon is moving forward towards the north, e.g., the Baltics and Scandinavia. All of this is drawing more attention towards the energy efficiency and emissions of today’s diesel-powered forestry equipment—which are for their part advancing this negative development. On the other hand, CTL forestry carried out the right way can be seen as an excellent way of replacing—on a remarkable industrial scale—unrenewable and fossil-based raw materials like concrete, steel, plastics, and oil in various industries with renewable wood-based and timber products. Through good forest management, i.e., selective thinning timed right and effectively renewing forests, more CO
2 can then be sequestrated [
4] to growing forest stands.
In addition, for various reasons, diesel fuel prices peaked in 2022, and the fuel efficiency of forestry equipment seems to be more important than ever. As an example, the diesel fuel price [
5] in Finland peaked at EUR 2.44 per litre in June 2022, which is an all-time high and shows an over 106% price increase in just 2 years. A remarkable part of the running costs of forestry equipment is caused by fuel and its logistics at the forestry site. Depending on the market area and local fuel prices, fuel costs can be relatively high and well comparable to input costs [
6] for operator salaries for a forestry contractor or a forest industry wood procurement organisation. In addition to cost, more discussion is going on around, e.g., equipment lifecycle emissions and carbon neutrality; it is also a known fact that, typically, most of the life cycle emissions are caused during the operation of forestry equipment, not during the manufacturing process. As an example, a study on the fossil fuel consumption and respective CO
2 equivalent emissions of cut-to-length industrial roundwood logging operations in Finland is presented in article [
7], which also concludes that CTL operations in Finland in 2020 totalled a fuel consumption of 126.6 million litres with the calculated CO
2 equivalent emissions of 334,209 tons. As of today, the fuel efficiency of forestry equipment is poor as most if not all of the functions are implemented hydraulically, and energy recovery or hybrid systems are not at all or only rarely implemented. It is also known that so-called green procurement incentives exist for those selecting equipment with technology such as hybrid drives aiming to lower emissions.
A CTL forest harvester is a piece of self-propelled forestry equipment purpose-built to fell, delimb, and cross-cut trees into logs of predetermined dimensions. The actual work tool processing the tree stem is called a harvester head, which is carried by the tip of a hydraulic boom to the standing tree to be felled. The work cycle of this kind of machine is very challenging for the prime mover, conventionally a diesel engine, to manage as there are high power peaks present. However, the basic sequence of the work cycle is repeated continuously during operation, for each tree to be felled, but the duration of this is not very long and is somewhat limited in energy consumption, which makes it interesting as a hybridisation project also with a hydraulic accumulator acting as energy storage. It also has a very constant sequence of events, which makes it more manageable to handle in terms of control algorithms. The harvester head’s main function and power-consuming functions, chainsaw, and feeding roller drive are hydraulically operated for the time being and will be for quite some years to come and therefore, using a hydraulic energy storage system such as a high-pressure accumulator is advantageous in terms of minimizing energy conversions. As the CTL forest harvester is a critical piece of equipment in this kind of forestry, its work cycle has been studied in time studies [
9] as well as performance evaluations [
10].
In this article, a review of the state of the art is given in the framework of cut-to-length forestry equipment, especially harvesters and hybrid solutions, which are targeted to improve fuel efficiency as well as the productivity of the equipment. This review also discusses the different known hybrid solutions used. Furthermore, experimental tests and measurements are carried out with the hydraulic hybrid system installed on a cut-to-length harvester and the results are further analysed and discussed.
1.1. Review of the State of the Art
Hybrid technology has been of great interest in the field of various non-road and construction machinery since the 1990s. Typically, there has been more development activity in machine types with higher production volumes such as tracked excavators and wheeled loaders. As an example, Hitachi launched the world’s first hybrid wheeled loader in 2003 as Komatsu developed the first commercial hybrid excavator in 2008 [
11]. This paper discusses several different hybrid topologies for both the wheeled loader as well as excavators, some of them being mentioned to be in the scope of various patents. Various energy storage solutions are applicable and their advantages as well as limitations are discussed. The hydraulic accumulator used as an energy storage in hybrid construction machinery is raised as a potential solution option having strengths such as a high power density and being well suited to frequent and short start–stop cycles.
The hydraulic hybrid was seen as a potential technology even in passenger cars back in 2013—however, it looks like this development has later been discontinued and light-duty vehicles have turned quickly towards BEVs, battery electric vehicles. However, hydraulic hybrid vehicle architectures and systems are still studied and simulated [
12], especially for urban transportation purposes, typically for medium-duty and commercial vehicles. Energy savings are available, especially in start–stop operations and driving cycles like those typical in refuse and delivery trucks.
There are also systems where energy is stored in an electric form, either in a battery or, e.g., supercapacitor, but hydraulics are used in the energy recovery phase and to drive the electric generator. One example of this kind of approach [
13] is presented in the context of the hybrid hydraulic excavator and called the motor-generator energy regeneration system (MGERS). Furthermore, energy can also be stored in a hydraulic accumulator and electric energy storage simultaneously and the topology was named by the author as the accumulator motor-generator energy regeneration system (AMGERS). The latter topology is said to deliver a recovery efficiency of 22% with further potential to be increased 45%. It is also stated that the hydraulic motor and generator can be dimensioned smaller than in conventional systems.
In the article [
14], a relatively complex powertrain architecture for a hydraulic hybrid excavator implementing a CVT transmission is presented. Through connecting a diesel engine to an excavator’s main hydraulic pump via a continuous variable transmission, precise control of both the engine’s rpm and torque is enabled and the operating points at high efficiencies are enabled. The boom potential energy recovered can be used to either charge the battery or directly supply power to the main pump.
Recovery possibilities in the CTL harvester’s boom are somewhat limited compared to, e.g., excavators which typically have significantly heavier boom constructions. However, some of the presented concepts might be suitable for this application as well. In the article [
15], an energy recovery and direct reuse system of the hydraulic hybrid excavator using a digital pump as a key component is presented. The needed energy input to the boom hydraulics was lowered over 78% in comparison to a conventional system as an outcome of the study.
The closest prior work relevant to this study and hydraulic hybrid system is described in the article discussing a CTL harvester with a hydraulic hybrid system driving the harvester head while also using a hydraulic accumulator as the energy storage [
16]. This system was built and studied by the German forestry machine manufacturer HSM GmbH in 2011. A hydraulic bladder accumulator of nominal volume of 60 L was installed to support the diesel engine of 175 kW with a hybrid assist power of 90 kW for a maximum time of four seconds. The accumulator was connected to the harvester head hydraulic circuit with a mandatory safety block, one 2/2 charge valve, one 2/2 discharge valve, and the actual proportional directional valve to control the feed rollers of the harvester head. The manufacturer of this harvester claimed a fuel saving of up to 20% in litres of fuel used per cubic metre of timber harvested. Other advantages observed were a more even diesel engine load profile, higher tree delimbing power, better dynamics, and strong acceleration in the beginning of feeding which helps in cutting the branches with harvester heads and the tree stem’s inertia. The drawback of the system is that when the pressure in the accumulator goes below the working pressure in the harvester head hydraulic circuit, no assist power is available. This article was referred to by the author in 2013 in reference [
17]. It also looks like this technology is in series production, for example, in HSM 405H4 that was introduced at the Interforst 2022 exhibition in July 2022. A hydraulic hybrid drive with a hydraulic accumulator is mentioned in Forst Praxis magazine [
18].
The highly fluctuating nature of the CTL forest harvester load cycle has been discussed in an earlier paper by the author [
17], and it can be stated that power peaks can easily be more than twice as high as the average power level over the cycle. This makes the CTL harvester a very interesting application for hybridisation with a power peak management approach.
Furthermore, the paper [
11] discusses various hybrid solutions, both hydraulic as well as electric, implemented in mobile equipment such as construction and forestry equipment. It is a fair assumption that the solutions implemented in construction equipment are considered applicable to forestry to some extent. The first electric hybrid tracked excavators with an ultracapacitor serving as energy storage have already been in production for several years, whereas a hydraulic hybrid system with somewhat simple charging and discharging circuitry was studied. In this article, a novel hydraulic hybrid concept for a CTL forest harvester was introduced and its possibilities were discussed based on work cycle measurement data. As a conclusion, it was found that the hydraulic hybrid seemed very suitable to meet the demands of the CTL forest harvester application. The described hydraulic hybrid circuitry is also within the scope of a granted European patent [
19].
As a continuation of the work in the next paper [
20], the performance characteristics of the diesel engine in question were studied in more detail and initial simulations of the system dynamics and fuel efficiency were carried out. Simulations showed a potential fuel saving of roughly 10% during a given reference work cycle. Later, based on the work cycle and the hydraulic hybrid system’s key components, a bladder accumulator of a nominal volume of 50 L was selected to accompany an over-centre variable displacement pump–motor unit having a displacement of 100 cm
3. The use of a closed-circuit hydrostatic pump this way somewhat differs from the original purpose—but it was expected to be possible anyway. The expected advantages of the proposed hydraulic hybrid system architecture were discussed to some extent and clearly the most important advantages over some other architectures were its somewhat simple system design, minimal number of energy conversions, and superior properties in using the installed energy storage (hydraulic accumulator) capacity efficiently. Finally, an initial control approach was introduced, with the possibility to use the hybrid system as an enabler for diesel engine downsizing, assuming the same maximum total output power or as an enabler to switch the diesel engine’s operating point to a more favourable one and as needed to give the possibility of a higher peak power as needed. The basic control approach to keep the diesel engine running at a favourable constant load point and also use harvester head control system data as a feed-forward input was seen as a feasible option.
In the third paper [
21] of the preceding series of publications by the author, the first experimental results were shown and discussed. The most important finding was that the variable displacement closed-circuit pump–motor unit became a system performance limiting component. It was clear that the dynamics of the standard over-centre closed-circuit pump was insufficient for the application and the hybrid system had too much delay to successfully react to the work cycle, even though displacement control was implemented as closed-loop control. As future work, an analysis of the hybrid pump dynamics and its improvement possibilities was proposed, even though the basic circuitry and principle were seen as having potential with many earlier discussed advantages.
After the publication of author’s earlier papers [
17,
20,
21], vehicle hybridisation electrification has proceeded a lot in many industries, especially in passenger cars and other light-duty vehicles as well as commercial vehicles but also in several non-road mobile machinery like mining and material handling equipment. In many applications where grid charging infrastructure is available, the trend seems to be directly towards BEV technology. In applications where the battery electric range is simply not enough, hybrid and, e.g., hydrogen fuel cell technology is more feasible. Also, battery swap systems can be competitive in some applications. In forestry, the development in the field of electrification has been more conservative, probably mainly because of missing charging possibilities on forestry sites. In other words, battery electric systems do not seem to be feasible now in forestry because of missing charging possibilities.
Examples of hybrid systems have also been introduced to forestry after the author’s earlier papers. The article [
22] quite widely discusses and compares known technical hybridisation solutions for forestry machines and includes a list of various concepts and categorises them into three classes being ‘electro-hybrid’, ‘hydraulic hybrid’, and ‘electro-hydraulic hybrid’. These systems are mainly research concepts with only a few exceptions and their fuel consumption reductions vary from some percentage up to 50%; however, it remains unclear if these values are measured results as litres of fuel per operating hour or litres of fuel per production, e.g., cubic meter of timber harvested, and in which kind of conditions the evaluation has been carried out. In most of the discussed concepts, the installed diesel engine power has also been downsized while a supercapacitor, battery, or hydraulic accumulator has been selected to serve as energy storage. An electric hybrid drive system of a tree harvester (cut-to-length harvester) is studied and discussed in [
23] and, a bit surprisingly, the focus for simulation and calculations is solely on the drive transmission functions of the machine. In a cut-to-length harvester, drive transmission is typically not used at a high power for any remarkable time of the operation.
An interesting concept [
24] was launched in 2022 by Malwa Forest Ab in the form of a battery electric combi machine—a combination of a CTL harvester and forwarder. The machine works fully on battery electric roughly two hours at a time with one battery. After that, the battery can be swapped to a fully charged one and another two hours of range are available. The manufacturer states that this machine is intended for urban forestry like parks, etc., where it could be a good match with minimal soil impact and emissions like diesel engine noise and exhaust.
Furthermore, Ponsse has recently launched an electric series hybrid forwarder concept EV1 with a downsized diesel engine [
25], a series hybrid configuration which is claimed not only to provide a great performance and response but also significant fuel savings. This concept machine is shown in
Figure 1.
The Ponsse EV1 machine includes a fully electric drive transmission as well as electrically driven work hydraulics. Its downsized 150 kW four-cylinder Stage V diesel engine is only run as a range-extender part of the working time—when the SOC of the battery reaches its lower limit of 40%. When the SOC again reaches 80%, the range-extender is shut down. It is also clear that a diesel engine is not the only prime mover possible for the future, but cleaner and renewable energy sources such as hydrogen can be used for the generation of recharging power. It is important to note here that the work cycle of the forwarder differs remarkably from that of the CTL harvester. Drive transmission plays a much more important role in a forwarder and in given situations the electric powertrain can enable remarkable energy recovery in the battery when driving downhill, especially fully loaded. Having said that, the boom drive of a forwarder is also a high-power application and almost constantly operated with high speeds.
Outside forestry applications, it looks like compact material handling and construction machinery is turning towards battery electric drive first, but there are also examples such as a heavy pile driving rig being electrified [
26]. Probably the biggest driver for both equipment categories is that large metropolitan areas and city centres are prohibiting diesel engines completely in some equipment markets.
There is even ‘oil less’ concept equipment shown, where linear actuation that is conventionally implemented with hydraulic cylinders is also realised with EMAs—electro-mechanical actuators; examples of this kind of machine are Komatsu’s compact, fully electric wheel loader [
27] and Bobcat’s fully electric tracked skid steer loader [
28].
As a conclusion, in forestry it looks like Logset’s electric hybrid harvesters 12H GTE and 8H GTE and some of HSM’s harvester models are the only hybrid powered forest machines available as series-produced products [
29]. These harvesters are featuring ultracapacitor packs as energy storage and an electric generator/motor unit connected in parallel with a conventional diesel engine between flywheel and hydraulic pumps. Downsizing has not been a priority but to be able to run a six-cylinder diesel engine on an economical engine speed. Therefore, improved fuel efficiency can most likely be shown as a lowered number of litres of fuel per cubic metre of timber harvested. On the website of the manufacturer, there is no indication given of the current lowered fuel consumption.
1.2. Purpose and Objectives of This Paper
As a continuation of earlier papers [
19,
22,
30], this article brings the hydraulic hybrid concept into tests in actual production conditions—a regeneration felling site. This is seen as an essential part of the research as it is otherwise difficult to develop the system further without having the actual process available to trial, e.g., control systems against.
The hydraulic hybrid system is now equipped with a hybrid pump with improved dynamics, and it is expected to perform better now. The key objective of this paper is to provide measurement results regarding the basic functionality of the system, which is tested with real timber. System performance and dynamics as well as the functionality of the hydraulic hybrid system is evaluated, and fuel consumption and productivity are logged simultaneously, with fuel consumption per cubic metre harvested being the most interesting performance criteria. As this productivity-based performance is very much dependent on the average tree stem volume and tree dimensions, the volume is logged automatically through the reporting software of the harvester. The energy storage capacity is also evaluated based on the measurements, with the main point being to check if the energy storage is sufficient to cope with the work cycle and whether it can recover in between the trees processed.
This paper also discusses the main drawbacks and challenges related to the system and chosen control design. Finally, the future opportunities are discussed, and some future research is proposed.
As an extension to the article [
30] some later system modifications are introduced in
Section 2.1.1., and the new results are discussed in
Section 3.1. Furthermore, conclusions, including the discussion on the additional measurements, can be found in
Section 4.1.