- •Abstract
- •Acknowledgements
- •Highlights
- •Executive summary
- •Findings and recommendations
- •Electric mobility is developing at a rapid pace
- •Policies have major influences on the development of electric mobility
- •Technology advances are delivering substantial cost reductions for batteries
- •Strategic importance of the battery technology value chain is increasingly recognised
- •Other technology developments are contributing to cost cuts
- •Private sector response confirms escalating momentum for electric mobility
- •Outlooks indicate a rising tide of electric vehicles
- •Electric cars save more energy than they use
- •Electric mobility increases demand for raw materials
- •Managing change in the material supply chain
- •Safeguarding government revenue from transport taxation
- •New mobility modes have challenges and offer opportunities
- •References
- •Introduction
- •Electric Vehicles Initiative
- •EV 30@30 Campaign
- •Global EV Pilot City Programme
- •Scope, content and structure of the report
- •1. Status of electric mobility
- •Vehicle and charger deployment
- •Light-duty vehicles
- •Stock
- •Cars
- •Light-commercial vehicles
- •Sales and market share
- •Cars
- •Light-commercial vehicles
- •Charging infrastructure
- •Private chargers
- •Publicly accessible chargers
- •Small electric vehicles for urban transport
- •Stock and sales
- •Two/three-wheelers
- •Low-speed electric vehicles
- •Charging infrastructure
- •Buses
- •Stock and sales
- •Charging infrastructure
- •Trucks
- •Stock and sales
- •Charging infrastructure
- •Other modes
- •Shipping
- •Aviation
- •Energy use and well-to-wheel GHG emissions
- •Electricity demand and oil displacement
- •Well-to-wheel GHG emissions
- •References
- •2. Prospects for electric mobility development
- •Electric mobility targets: Recent developments
- •Country-level targets
- •City-level targets
- •Policy updates: Vehicles and charging infrastructure
- •Charging standards
- •Hardware
- •Communication protocols
- •Supporting policies
- •Canada
- •China
- •Vehicle policies
- •Charging infrastructure policies
- •Industrial policies
- •European Union
- •Vehicle policies
- •Charging infrastructure policies
- •Industrial policy
- •India
- •Vehicle policies
- •Charging infrastructure policies
- •Japan
- •Vehicle policies
- •Charging infrastructure policies
- •Industrial policy
- •Korea
- •Vehicle policies
- •Charging infrastructure
- •Industrial policy
- •United States
- •Vehicle policies
- •Charging infrastructure
- •Industrial policy
- •Other countries
- •The emergence of a Global Electric Mobility Programme
- •Industry roll-out plans
- •Vehicles
- •Light-duty vehicles
- •Two/three-wheelers
- •Buses
- •Trucks
- •Automotive batteries
- •Charging infrastructure
- •References
- •3. Outlook
- •Scenario definitions
- •Electric vehicle projections
- •Policy context for the New Policies Scenario
- •Global results
- •Two/three-wheelers
- •Light-duty vehicles
- •Buses
- •Trucks
- •Regional insights
- •China
- •Europe
- •India
- •Japan
- •United States and Canada
- •Other countries
- •Implications for automotive batteries
- •Capacity of automotive batteries
- •Material demand for automotive batteries
- •Charging infrastructure
- •Private chargers
- •Light-duty vehicles
- •Buses
- •Private charging infrastructure for LDVs and buses
- •Publicly accessible chargers for LDVs
- •Impacts of electric mobility on energy demand
- •Electricity demand from EVs
- •Structure of electricity demand for EVs in the New Policies Scenario
- •Structure of electricity demand for EVs in the EV30@30 Scenario
- •Implications of electric mobility for GHG emissions
- •References
- •4. Electric vehicle life-cycle GHG emissions
- •Context
- •Methodology
- •Key insights
- •Detailed assessment
- •Life-cycle GHG emissions: drivers and potential for emissions reduction
- •Effect of mileage on EV life-cycle GHG emissions
- •Effect of vehicle size and power on EV life-cycle emissions
- •Effect of power system and battery manufacturing emissions on EV life-cycle emissions
- •References
- •5. Challenges and solutions for EV deployment
- •Vehicle and battery costs
- •Challenge
- •EV purchase prices are not yet competitive with ICE vehicles
- •Indications from the total cost of ownership analysis
- •Effect of recent battery cost reductions on the cost gap
- •Impacts of developments in 2018 on the total cost of ownership
- •Solutions
- •Battery cost reductions
- •Reducing EV costs with simpler and innovative design architectures
- •Adapting battery sizes to travel needs
- •Supply and value chain sustainability of battery materials
- •Challenges
- •Solutions
- •Towards sustainable minerals sourcing via due diligence principles
- •Initiatives for better battery supply chain transparency and sustainable extractive activities
- •Bridging the gap between due diligence principles and on-the-ground actions
- •Battery end-of-life management
- •Implications of electric mobility for power systems
- •Challenges
- •Solutions
- •Potential for controlled EV charging to deliver grid services and participate in electricity markets
- •Enabling flexibility from EVs
- •Importance of policy actions to enable EV participation in markets
- •Government revenue from taxation
- •Challenges
- •Solutions
- •Near-term options
- •Long-term solutions
- •Shared and automated mobility
- •Challenges
- •Solutions
- •References
- •Statistical annex
- •Electric car stock
- •New electric car sales
- •Market share of electric cars
- •Electric light commercial vehicles (LCV)
- •Electric vehicle supply equipment stock
- •References
- •Acronyms, abbreviations and units of measure
- •Acronyms and abbreviations
- •Units of measure
- •Table of contents
- •List of Figures
- •List of Boxes
- •List of Tables
Global EV Outlook 2019 |
3. Outlook |
In the EV30@30 Scenario, the number of publicly accessible chargers rises faster than in the New Policies Scenario, in parallel with a larger uptake of EVs. Publicly accessible chargers account for almost 20 million units in 2030, coupled with a power capacity of 215 GW and consumption of 1 240 TWh of electricity. In the EV30@30 Scenario, the number of publicly accessible fast chargers reach 0.8 million, corresponding to a total power capacity of 78 GW and consuming nearly 100 TWh in 2030.
Impacts of electric mobility on energy demand
Electricity demand from EVs
As the stock of electric vehicles and their use expands, more electricity will be needed. In the New Policies Scenario, power demand from the global EV fleet is projected to reach almost 640 TWh in 2030, about equivalent to the total final electricity consumption in Germany and the Netherlands in 2017 (IEA, 2019d) (Figure 3.8). This is a tenfold increase from the 2018 level of 58 TWh. In the EV30@30 Scenario, the larger volume of EVs demands slightly more than 1 100 TWh of electricity in 2030, almost double the amount of the New Policies Scenario.
Projected electricity consumed by EVs in both scenarios suggests that EVs are going to be far more significant for power systems than they have been in the past and that they will be a driver of increments in peak power generation and transmission capacity. Assessing the extent to which power systems can be impacted must consider the additional power needed for EVs on an annual basis as well as the daily EV charging profiles, the power rate for chargers and locational considerations.
Figure 3.8 indicates that slow chargers (particularly private LDV chargers) account for about 60% of total electricity demand to charge EVs in 2030 (shares differ by region reflecting the extent of EV uptake across different transport modes). This helps power system management as slow charging provides opportunities for EVs to enhance flexibility. As fast charging demand is highest for buses, concentrating these charging events at night with depot charging, when both transport and electricity demand are lower, could help flatten the overall shape of the power demand curve. Opportunity charging requires high power draws during the day, so depot charging is likely to have lower impacts on the power system.
PAGE | 140
IEA. All rights reserved.
Global EV Outlook 2019 |
3. Outlook |
Figure 3.8. EV electricity demand by region, mode, charger* and scenario, 2018 and 2030
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* In the data by type of charger, green and blue colours correspond to slow chargers; red, yellow and orange colours correspond to fast chargers.
Notes: NPS = New Policies Scenario; EV30@30 = EV30@30 Scenario; LDV = light-duty vehicle. The assumptions used to estimate electricity demand from EVs in the scenarios have changed from the assumptions used in the 2018 edition of the Global EV Outlook (IEA, 2018a). These results project overall higher power demand in the period to 2030. The main difference in assumptions is a 20% increase in annual mileage for EVs than conventional ICE vehicles (CBS, 2016). The following assumptions for EVs have been used for 2030 (where the range indicates the variation across countries). Fuel consumption (in kWh/km): PLDVs 0.20-0.26; LCVs 0.31-0.42; buses 1.2-1.74; minibuses 0.35-1.49; medium trucks 0.87-1.11; heavy trucks 1.46-2.08; two-wheelers 0.03-0.o4. Annual mileage (in km): PLDVs 8 000-18 000 km; LCVs 11 000-31 000; buses and minibuses 15 000-45 000; medium and heavy trucks 22 000-91 000; two-wheelers 4 000-7 600. Charging losses are 5% and the share of electric driving for PHEV is 70% of the annual mileage.
Source: IEA analysis developed with the IEA Mobility Model (IEA, 2019a).
Global electricity demand from EVs is close to 640 TWh in 2030, concentrated in China and Europe in the New Policies Scenario and more widespread in the EV30@30 Scenario. Slow charging accounts for the largest share of electricity consumed by EVs.
Structure of electricity demand for EVs in the New Policies Scenario
In the New Policies Scenario, LDVs are the largest electricity consumer among all EVs in 2030, surpassing two/three-wheelers in 2020. LDVs account for about 60% of the total EV power demand in 2030 (PLDVs account for 81% of total LDVs), followed by buses (26%), two/threewheelers (12%) and trucks (2%).
The geographical distribution of power consumption from EVs does not change significantly from today’s patterns. China has the highest power demand from EVs throughout the
PAGE | 141
IEA. All rights reserved.