EU share of electric cars grew during virus lockdown months


EU electric cars

High Voltage Maintenance Training Online

Our customized live online or in‑person group training can be delivered to your staff at your location.

  • Live Online
  • 12 hours Instructor-led
  • Group Training Available
Regular Price:
$599
Coupon Price:
$499
Reserve Your Seat Today

European Electric Car Market Share rose as EV adoption accelerated during lockdowns, driven by CO2 emissions limits, subsidies, battery-electric and plug-in hybrids, fast-charging networks, and launches like Volkswagen ID.3, despite overall auto sales plunging.

 

Key Points

European Electric Car Market Share is the EV share of auto sales, showing policy, price, and charging network impacts.

✅ Driven by CO2 limits, subsidies, and falling battery costs

✅ Includes battery-electric and plug-in hybrid registrations

✅ Gains despite pandemic slump in diesel and gasoline sales

 

The market share of electric cars in Europe increased during and immediately after the worst of the pandemic lockdowns, industry figures showed Thursday, even as overall sales of vehicles of all types plunged during the second quarter. The new figures come as automakers ramp up electric car production, suggesting the age of electric cars is arriving ahead of schedule, under pressure to meet tough new emissions limits next year.

The share of chargeable cars rose to 7.2% per cent in the April-June quarter from 6.8% in the first quarter, according to figures from the European Automobile Manufacturers Association, while the global market went from zero to 2 million in five years. The figures include both battery-only vehicles and plug-in hybrids, which combine a battery that can be charged from a wall plug with an internal combustion engine, to extend range.

Chargeable vehicles sales fell, to 129,000 from 167,000, but the overall car market shrank even more, by more than 50 per cent for both diesel and gasoline-engine cars. The April-June quarter included the worst of the lockdowns that limited movements and gatherings.

Market share is important because carmakers will be judged by their fleet average under tough new limits on carbon dioxide emissions that come fully into force next year. The new limits, aimed at combating global warming, mean that carmakers must make and sell more low-emission cars, amid concerns that an EV slump in Europe could jeopardize climate goals. Carbon dioxide is the main greenhouse gas blamed by scientists for global warming.

The second half of the year will see Europe's largest carmaker, Volkswagen, launch sales of its battery-only ID.3, intended as a mass-market electric option starting at less than 30,000 euros ($35,500). Uptake of electric cars had been slow until this year due to concerns about range, places to charge and higher prices, but forecasts suggest that within a decade many drivers will be in electric vehicles. Battery prices have been falling, however, and a carmaker consortium is building a network of highway fast-charging stations. Governments have also increased subsidies for electric vehicle sales as part of economic stimulus programs aimed at cushioning the pandemic recession.

Uptake of electrics has been heavily tilted toward the 27-country EU's wealthier western members, with France recently hitting record market share levels. For instance, there were 8,137 chargeable vehicles registered in the Netherlands in the second quarter compared to 328 in Romania.

The share of sales that went to diesel cars fell to 29.4% from 31.3% in the same period a year ago. Diesel sales have plummeted in the wake of Volkswagen's 2015 scandal over diesel cars manipulated to cheat on emissions standards in the United States.

Lucien Mathieu, e-mobility analyst with environmental lobby Transport & Environment, said that “despite the pandemic, electric car sales are growing at an unprecedented rate" and that electric vehicles and hybrids are taking market share from diesel and gasoline models, which emit greenhouse gases and pollutants that harm people's health. “2020 is the year of the electric car in Europe,” he said.

The U.S., with cheap gasoline and a federal government that wants to roll back fuel economy requirements, is moving more slowly in adopting electric vehicles, even as EV sales soar into 2024 and market share dips in Q1 2024. In China, a reduction in subsidies led to a slowdown in electric sales late last year, but the government is moving ahead with requirements for more low-emission vehicles over the long term.

Related News

Italy : Enel Green Power and Sapio sign an agreement to supply green hydrogen produced by NextHy in Sicily

Sicily Green Hydrogen accelerates decarbonization via renewable energy, wind farm electrolysis, hydrogen storage, and distribution from Enel Green Power and Sapio at the NextHy industrial lab in Carlentini and Sortino Sicily hub.

 

Key Points

Sicily Green Hydrogen is an Enel-Sapio plan to produce hydrogen via wind electrolysis for industrial decarbonization.

✅ 4 MW electrolyzer powered by Carlentini wind farm

✅ Estimated 200+ tons annual green H2 production capacity

✅ Market distribution managed by Sapio across Sicily

 

This green hydrogen will be produced at the Sicilian industrial plant, an innovative hub that puts technology at the service of the energy transition, echoing hydrogen innovation funds that support similar goals worldwide

Activating a supply of green hydrogen produced using renewable energy from the Carlentini wind farm in eastern Sicily is the focus of the agreement signed by Enel Green Power and Sapio. The agreement provides for the sale to Sapio of the green hydrogen that will be produced, stored in clean energy storage facilities and made available from 2023 at the Carlentini and Sortino production sites, home to Enel Green Powers futuristic NextHy innitiative. Sapio will be responsible for developing the market and handling the distribution of renewable hydrogen to the end customer.

In contexts where electrification is not easily achievable, green hydrogen is the key solution for decarbonization as it is emission-free and offers a potential future for power companies alongside promising development prospects, commented Salvatore Bernabei, CEO of Enel Green Power. For this reason we are excited about the agreement with Sapio. It is an agreement that looks to the future by combining technological innovation and sustainable production.

Sapio is strongly committed to contributing to the EUs achievement of the UN SDGs, commented Alberto Dossi, President of the Sapio Group, and with this project we are taking a firm step towards sustainable development in our country. The agreement with EGP also gives us the opportunity to integrate green hydrogen into our business model, as jurisdictions propose hydrogen-friendly electricity rates to grow the hydrogen economy, which is based on our strong technological expertise in hydrogen and its distribution over 100 years in business. In this way we will also be able to give further support to the industrial activities we are already carrying out in Sicily.

The estimated 200+ tons of production capacity of the Sicilian hub is the subject of the annual supply foreseen in the agreement. Once fully operational, the green hydrogen will be produced mainly by a 4 MW electrolyzer, which is powered exclusively by the renewable energy of the existing wind farm, and to a lesser extent by the state-of-the-art electrolysis systems tested in the platform. Launched by Enel Green Power in September 2021, NextHys Hydrogen Industrial Lab is a unique example of an industrial laboratory in which production activity is constantly accompanied by technological research. In addition to the sectors reserved for full-scale production, there are also areas dedicated to testing new electrolyzers, components such as valves and compressors, and innovative storage solutions based on liquid and solid means of storage: in line with Enels open-ended approach, this activity will be open to the collaboration of more than 25 entities including partners, stakeholders and innovative startups. The entire complex is currently undergoing an environmental impact assessment at the Sicily Regions Department of Land and Environment.

It is an ambitious project with a sustainable energy source at its heart that will be developed at every link in the chain: thanks to the agreement with Sapio, in fact, at NextHy green hydrogen will now not only be produced, stored and moved on an industrial scale, but also purchased and used by companies that have understood that green hydrogen is the solution for decarbonizing their production processes. In this context, this experimental approach that is open to external contributions will allow the Enel Green Power laboratory team to test the project on an industrial scale, so as to create the best conditions for a commercial environment that can make the most of all present and future technologies for the generation, storage and transport of green hydrogen, including green hydrogen microgrids that demonstrate scalable integration. It is an initiative consistent with Enels Open Innovability spirit: meeting the challenges of the energy transition by focusing on innovation, ideas and their transformation into reality.

 

Related News

View more

Renewables Are Ready to Deliver a Renewable World - Time for Action for 100% Renewable Energy Globally

100% Renewable Energy Transition unites solar, wind, hydropower, geothermal, and bioenergy with storage, smart grids, and sector coupling, delivering decarbonization, energy security, and lower LCOE amid post-Fukushima policy shifts and climate resilience goals.

 

Key Points

It is a pathway using all renewables plus storage and grids to fully decarbonize power, heat, transport, and industry.

✅ Integrates solar, wind, hydro, geothermal, and bioenergy

✅ Uses storage, smart grids, and sector coupling for reliability

✅ Requires enabling policies, finance, and rapid deployment

 

Renewable energy organizations representing different spheres of the renewable energy community have gathered on the occasion of the tenth anniversary of the Great East Japan Earthquake and Fukushima nuclear accident to emphasize that renewable energies are not only available in abundance, with global renewable power on course to shatter more records, but ready to deliver a renewable world.

The combination of all renewable technologies, be it bioenergy, geothermal energy, hydropower, ocean energy, solar energy or wind power, in particular in combination with storage options, can satisfy all energy needs of mankind, be it for power, heating/cooling, transportation, or industrial processes.

Renewables have seen tremendous growth rates and cost reduction over the past two decades, but there are still many barriers that need to be addressed for a faster renewable energy deployment to eventually achieve global 100% renewable energy, as outlined in an on the road to 100% renewables initiative that charts the path. It is up to political decision-makers to create the legislative and regulatory conditions so that the renewable energy community can act as fast as needed.

Such rapid switch towards renewables is not only a must in light of nuclear risks and the growing threats of climate change, but also the necessary response to the current pandemic situation. And it will allow those hundreds of millions of humans in unserved areas to get for the first time ever access to modern energy services, as noted by a new IRENA report that details how renewables can decarbonise the energy sector and improve lives.

Speakers from the renewable energy community presented today in a joint webinar that a renewable future is a realistic vision, representing:

Energy Watch Group, Global100RE Platform, Global100RE Strategy Group, International Geothermal Association, ISEP Japan, REN Alliance, World Bioenergy Association, World Wind Energy Association.

Dr. Tetsunari Iida, Director of the Institute for Sustainable Energy Policies ISEP Japan:

Ten years ago, on 11 March 2021, the Great East Japan Earthquake and Fukushima Daiichi Nuclear Power Plant accident occurred. It is a "coincidence of global history" that it now coincides with the starting point of the 100% renewable energy initiative that is accelerating around the world.

The world has changed dramatically since 311. Germany, Italy, Switzerland, Taiwan, South Korea, China and many other countries were all shocked by 311 and shifted their focus from nuclear power to renewable energy, and in the U.S. clean energy industries are setting sights on market majority to accelerate this trend. The next ten years will be the decade in which this perception will rapidly become the "new reality". 311 was the "starting point" for a structural energy shift in world history.

Hans-Josef Fell, former MP, President of the Energy Watch Group and co-initiator of the Global100RE Strategy Group:

The disasters of Fukushima and Chernobyl are urging the entire world to quickly end the use of atomic energy, and many call for a fossil fuel lockdown to catalyze a climate revolution alongside the transition. Contrary to what is often claimed, nuclear energy cannot make a contribution to climate protection, but only creates immense problems with toxic radioactivity emissions, nuclear waste, atomic bomb material and the dangers of a nuclear catastrophe. In contrast, 100% renewable energies until 2030 can help achieve climate protection and a simultaneous nuclear phase-out, according to a recently published statement by a world-leading group of energy researchers from the USA, EU and Australia.

Their research suggests that a 100% renewable energy supply, including storage systems, can provide full energy security for all of mankind by 2030 and will even be cheaper than the existing nuclear and fossil energy supply, and with over 30% of global electricity already from renewables, momentum is strong. The only requirement for implementation is the right decisions taken by decision makers both in governments and industry. All technical and economic prerequisites for a disruptive conversion of the global energy supply to 100% renewable energies are already in place.

Hon. Peter Rae AO, President of WWEA and Honorary Chairman of the REN Alliance:

40 years ago, the idea of developing nuclear power appealed to me as a non-polluting method of generating electricity. So I studied it. How to deal with waste and how to ensure it would not create a danger to life. Along came Chernobyl and other accidents. Storage of waste was leaving dangerous hiding places while some waste was alleged to be dumped at sea. I became more and more concerned. There were demonstrations that the existing methods were dangerous and required very strict construction and operational tolerances - up went the cost. Long delays and huge cost increases. I had visited nuclear power stations and talked to expert proponents in UK, France, US, Taiwan and Australia, and debates such as New Zealand's electricity future reflect similar concerns. The more I did the more certain I became that it was not the way to go. Then Fukushima put the dangers and cost beyond doubt.

Let's get on with the rollover to renewables.

Dr. Marit Brommer, Executive Director of the International Geothermal Association IGA:

The IGA is proud to work with all renewable energy associations to continuously provide a unified voice to a cleaner energy future. The Geothermal sector is proven to be a partner of choice for many locations in the world serving baseload power and clean heat to customers. We are particularly interested in the increased attention system integration gets, which underpins the importance of all renewables coming together at events such as the webinar organised by the WWEA.

Christian Rakos, President of the World Bioenergy Association:

The IPCC has emphasized the important role of sustainable bioenergy for climate protection. Recent advances in technology allow us to use feedstock from forestry, wood processing and agricultural production in an efficient and clean way. Today, bioenergy already contributes 12 - 13% to global final energy demand. Importantly, contribution from bioenergy is more than 5 times as much as nuclear energy worldwide. Together with other renewable energy technologies such as solar, wind, geothermal and hydropower, bioenergy can increase the contribution in a substantial way to meet the energy demands of all end use sectors and meet the international energy and climate goals.

Stefan Gsanger, Secretary General of the World Wind Energy Association and Co-chair of the Global100RE Platform:

The switch to a renewable energy future requires new political and economic thinking: from centralised structures with few large actors towards decentralised, participatory models with millions of communities and citizens playing an active role, not only as consumers but also as producers of energy. To make this new paradigm the predominant energy paradigm is the true challenge of the energy transformation which we as the world community are facing. If we manage this shift well and on time, billions of people across the globe, in industrialised and developing countries alike, will benefit and will face a bright future.

 

Related News

View more

Why the Texas grid causes the High Plains to turn off its wind turbines

Texas High Plains Wind Energy faces ERCOT transmission congestion, limiting turbines in the Panhandle from stabilizing the grid as gas prices surge, while battery storage and solar could enhance reliability and lower power bills statewide.

 

Key Points

A major Panhandle wind resource constrained by ERCOT transmission, impacting grid reliability and electricity rates.

✅ Over 11,000 turbines can power 9M homes in peak conditions

✅ Transmission congestion prevents flow to major load centers

✅ Storage and solar can bolster reliability and reduce bills

 

Texas’s High Plains region, which covers 41 counties in the Texas Panhandle and West Texas, is home to more than 11,000 wind turbines — the most in any area of the state.

The region could generate enough wind energy to power at least 9 million homes. Experts say the additional energy could help provide much-needed stability to the electric grid during high energy-demand summers like this one, and even lower the power bills of Texans in other parts of the state.

But a significant portion of the electricity produced in the High Plains stays there for a simple reason: It can’t be moved elsewhere. Despite the growing development of wind energy production in Texas, the state’s transmission network, reflecting broader grid integration challenges across the U.S., would need significant infrastructure upgrades to ship out the energy produced in the region.

“We’re at a moment when wind is at its peak production profile, but we see a lot of wind energy being curtailed or congested and not able to flow through to some of the higher-population areas,” said John Hensley, vice president for research and analytics at the American Clean Power Association. “Which is a loss for ratepayers and a loss for those energy consumers that now have to either face conserving energy or paying more for the energy they do use because they don’t have access to that lower-cost wind resource.”

And when the rest of the state is asked to conserve energy to help stabilize the grid, the High Plains has to turn off turbines to limit wind production it doesn’t need.

“Because there’s not enough transmission to move it where it’s needed, ERCOT has to throttle back the [wind] generators,” energy lawyer Michael Jewell said. “They actually tell the wind generators to stop generating electricity. It gets to the point where [wind farm operators] literally have to disengage the generators entirely and stop them from doing anything.”

Texans have already had a few energy scares this year amid scorching temperatures and high energy demand to keep homes cool. The Electric Reliability Council of Texas, which operates the state’s electrical grid, warned about drops in energy production twice last month and asked people across the state to lower their consumption to avoid an electricity emergency.

The energy supply issues have hit Texans’ wallets as well. Nearly half of Texas’ electricity is generated at power plants that run on the state’s most dominant energy source, natural gas, and its price has increased more than 200% since late February, causing elevated home utility bills.

Meanwhile, wind farms across the state account for nearly 21% of the state’s power generation. Combined with wind production near the Gulf of Mexico, Texas produced more than one-fourth of the nation’s wind-powered electric generation last year.

Wind energy is one of the lowest-priced energy sources because it is sold at fixed prices, turbines do not need fuel to run and the federal government provides subsidies. Texans who get their energy from wind farms in the High Plains region usually pay less for electricity than people in other areas of the state. But with the price of natural gas increasing from inflation, Jewell said areas where wind energy is not accessible have to depend on electricity that costs more.

“Other generation resources are more expensive than what [customers] would have gotten from the wind generators if they could move it,” Jewell said. “That is the definition of transmission congestion. Because you can’t move the cheaper electricity through the grid.”

A 2021 ERCOT report shows there have been increases in stability constraints for wind energy in recent years in both West and South Texas that have limited the long-distance transfer of power.

“The transmission constraints are such that energy can’t make it to the load centers. [High Plains wind power] might be able to make it to Lubbock, but it may not be able to make it to Dallas, Fort Worth, Houston or Austin,” Jewell said. “This is not an insignificant problem — it is costing Texans a lot of money.”

Some wind farms in the High Plains foresaw there would be a need for transmission. The Trent Wind Farm was one of the first in the region. Beginning operations in 2001, the wind farm is between Abilene and Sweetwater in West Texas and has about 100 wind turbines, which can supply power to 35,000 homes. Energy company American Electric Power built the site near a power transmission network and built a short transmission line, so the power generated there does go into the ERCOT system.

But Jewell said high energy demand and costs this summer show there’s a need to build additional transmission lines to move more wind energy produced in the High Plains to other areas of the state.

Jewell said the Public Utility Commission, which oversees the grid, is conducting tests to determine the economic benefits of adding transmission lines from the High Plains to the more than 52,000 miles of lines that already connect to the grid across the state. As of now, however, there is no official proposal to build new lines.

“It does take a lot of time to figure it out — you’re talking about a transmission line that’s going to be in service for 40 or 50 years, and it’s going to cost hundreds of millions of dollars,” Jewell said. “You want to be sure that the savings outweigh the costs, so it is a longer process. But we need more transmission in order to be able to move more energy. This state is growing by leaps and bounds.”

A report by the American Society of Civil Engineers released after the February 2021 winter storm stated that Texas has substantial and growing reliability and resilience problems with its electric system.

The report concluded that “the failures that caused overwhelming human and economic suffering during February will increase in frequency and duration due to legacy market design shortcomings, growing infrastructure interdependence, economic and population growth drivers, and aging equipment even if the frequency and severity of weather events remains unchanged.”

The report also stated that while transmission upgrades across the state have generally been made in a timely manner, it’s been challenging to add infrastructure where there has been rapid growth, like in the High Plains.

Despite some Texas lawmakers’ vocal opposition against wind and other forms of renewable energy, and policy shifts like a potential solar ITC extension can influence the wind market, the state has prime real estate for harnessing wind power because of its open plains, and farmers can put turbines on their land for financial relief.

This has led to a boom in wind farms, even with transmission issues, and nationwide renewable electricity surpassed coal in 2022 as deployment accelerated. Since 2010, wind energy generation in Texas has increased by 15%. This month, the Biden administration announced the Gulf of Mexico’s first offshore wind farms will be developed off the coasts of Texas and Louisiana and will produce enough energy to power around 3 million homes.

“Texas really does sort of stand head and shoulders above all other states when it comes to the actual amount of wind, solar and battery storage projects that are on the system,” Hensley said.

One of the issues often brought up with wind and solar farms is that they may not be able to produce as much energy as the state needs all of the time, though scientists are pursuing improvements to solar and wind to address variability. Earlier this month, when ERCOT asked consumers to conserve electricity, the agency listed low wind generation and cloud coverage in West Texas as factors contributing to a tight energy supply.

Hensley said this is where battery storage stations can help. According to the U.S. Energy Information Administration, utility-scale batteries tripled in capacity in 2021 and can now store up to 4.6 gigawatts of energy. Texas has been quickly developing storage projects, spurred by cheaper solar batteries, and in 2011, Texas had only 5 megawatts of battery storage capacity; by 2020, that had ballooned to 323.1 megawatts.

“Storage is the real game-changer because it can really help to mediate and control a lot of the intermittency issues that a lot of folks worry about when they think about wind and solar technology,” Hensley said. “So being able to capture a lot of that solar that comes right around noon to [1 p.m.] and move it to those evening periods when demand is at its highest, or even move strong wind resources from overnight to the early morning or afternoon hours.”

Storage technology can help, but Hensley said transmission is still the big factor to consider.

Solar is another resource that could help stabilize the grid. According to the Solar Energy Industries Association, Texas has about 13,947 megawatts of solar installed and more than 161,000 installations. That’s enough to power more than 1.6 million homes.

This month, the PUC formed a task force to develop a pilot program next year that would create a pathway for solar panels and batteries on small-scale systems, like homes and businesses, to add that energy to the grid, similar to a recent virtual power plant in Texas rollout. The program would make solar and batteries more accessible and affordable for customers, and it would pay customers to share their stored energy to the grid as well.

Hensley said Texas has the most clean-energy projects in the works that will likely continue to put the region above the rest when it comes to wind generation.

“So they’re already ahead, and it looks like they’re going to be even farther ahead six months or a year down the road,” he said.

 

Related News

View more

Manitoba has clean energy to help neighboring provinces

East-West Power Transmission Grid links provinces via hydroelectric interconnects, clean energy exports, and reliable grid infrastructure, requiring federal funding, multibillion-dollar transmission lines, and coordinated planning across Manitoba, Saskatchewan, Ontario, and Newfoundland.

 

Key Points

A proposed interprovincial grid to share hydro power, improve reliability, and cut emissions with federal funding.

✅ Hydroelectric exports from Manitoba to prairie and eastern provinces

✅ New interconnects and transmission lines require federal funding

✅ Enhances grid reliability and supports coal phase-out

 

Manitoba's energy minister is recharging the idea of building an east-west power transmission grid and says the federal government needs to help.

Cliff Cullen told the Energy Council of Canada's western conference on Tuesday that Manitoba has "a really clean resource that we're ready to share with our neighbours" as new hydro generation projects, including new turbines come online.

"This is a really important time to have that discussion about the reliability of energy and how we can work together to make that happen," said Cullen, minister of growth, enterprise and trade.

"And, clearly, an important component of that is the transmission side of it. We've been focused on transmission ... north and south, and we haven't had that dialogue about east-west."

Most hydro-producing provinces currently focus on exports to the United States, though transmission constraints can limit incremental deliveries.

Saskatchewan Energy Minister Dustin Duncan said his province, which relies heavily on coal-fired electricity plants, could be interested in getting electricity from Manitoba, even as a Manitoba Hydro warning highlights limits on serving new energy-intensive customers.

"They're big projects. They're multibillion-dollar projects," Duncan said after speaking on a panel with Cullen and Alberta Energy Minister Margaret McCuaig-Boyd.

"Even trying to do the interconnects to the transmission grid, I don't think they're as easy or as maybe low cost as we would just imagine, just hooking up some power lines across the border. It takes much more work than that."

Cullen said there's a lot of work to do on building east-west transmission lines if provinces are going to buy and sell electricity from each other. He suggested that money is a key factor.

"Each province has done their own thing in terms of transmission within their jurisdiction and we have to have that dialogue about how that interconnectivity is going to work. And these things don't happen overnight," he said.

"Hopefully the federal government will be at the table to have a look at that, because it's a fundamental expense, a capital expense, to connect our provinces."

The 2016 federal budget said significant investment in Canada's electricity sector will be needed over the next 20 years to replace aging infrastructure and meet growing demand for electricity, with Manitoba's demand potentially doubling over that period.

The budget allocated $2.5 million over two years to Natural Resources Canada for regional talks and studies to identify the most promising electricity infrastructure projects.

In April, the government told The Canadian Press that Natural Resources Canada has been talking with ministry representatives and electric utilities in the western and Atlantic provinces.

The idea of developing an east-west transmission grid has long been talked about as a way to bring energy reliability to Canadians.

At their annual meeting in 2007, Canada's premiers supported development and enhancement of transmission facilities across the country, although the premiers fell short of a firm commitment to an east-west energy grid.

Manitoba, Ontario and Newfoundland and Labrador are the most vocal proponents of east-west transmission, even as Quebec's electricity ambitions have reopened old wounds in Newfoundland and Labrador.

Manitoba and Newfoundland want the grid because of the potential to develop additional exports of hydro power, while Ontario sees the grid as an answer to its growing power needs.

 

Related News

View more

Will EV Supply Miss the Demand Mark in the Short and Medium Term?

EV Carpocalypse signals potential mismatch between electric vehicle production and demand, as charging infrastructure, utility coordination, and plug-in hybrid strategies lag forecasts, while state mandates and market-share plays drive cautious, data-informed scaling.

 

Key Points

EV Carpocalypse describes overbuilt EV supply versus demand amid charging rollout, mandates, and risk-managed scaling.

✅ Forecasts vs actual EV demand may diverge in near term

✅ Charging infrastructure and utilities lag vehicle output

✅ Mandates and PHEVs cushion adoption while data guides scaling

 

According to Forbes contributor David Kiley, and Wards Automotive columnist John McElroy, there may be an impending “carpocalypse” of electric vehicles on the way. Sounds very damning and it’s certainly not the upbeat tone I’ve taken on nearly every piece of EV demand content I’ve authored but the author, Kiley does bring up some interesting points worth considering. EV Adoption is happening, and it’s certainly doing so at ever faster rates as the market nears an EV inflection point today. The infrastructure (charging stations, utility cooperation) is being built out more slowly than vehicle manufacturers are producing cars but, as the GM president on EV hurdles has noted, the issue seems to be just that, maybe even the short and medium term plans for EV manufacturing are too aggressive.

#google#

With new EV and plug-in hybrid vehicle sales representing a mere .6% of new car cales in the US, a sign that EV sales remain behind gas cars even as new models proliferate, car makers are are going to be spending more than $100 billion to come out with more than a hundred models of battery electric vheicles which also includes PHEVs and the fear is these vehicles aren’t going to sell in the numbers that automakers and industry analysts may have expected. But forecasts are just that, forecasts, even as U.S. EV sales surge into 2024 suggest momentum. So there’s a valid argument to be made that they’ll either overshoot the true mark or come in way below the actual amount. With nine U.S. states mandating that 15% of new cars sold be EVs by 2025, you could say that at least automakers have supporters in state government helping to push the new technology into the hands of more drivers.

Still, it’s anyone’s guess as to what true adoption will be, and a brief Q1 2024 market share dip underscores lingering volatility. The use of big data and just in time manufacturing will ensure that manufacturers will miss the mark on EVs by less than they have in the past, and will able to cope with breaking even on these vehicles for the sake of gobbling up precious early stage market share. After all, many vendors have up to this point been very willing to break even or make a loss on their lease-only EVs or on EV or hybrid financing in order to gain that share and build out their brand awareness and technical prowess. With some stops and starts, demand will meet supply or supply may need to meet demand but either way, the EV adoption wave is coming to a driveway near you. 

 

Related News

View more

California looks to electric vehicles for grid stability

California EV V2G explores bi-directional charging, smart charging, and demand response to enhance grid reliability. CPUC, PG&E, and automakers test incentives aligning charging with solar and wind, helping prevent blackouts and curtailment.

 

Key Points

California EV V2G uses two-way charging and smart incentives to support grid reliability during peak demand.

✅ CPUC studies feasibility, timelines, and cost barriers to V2G

✅ Incentives shift charging to align with solar, wind, off-peak hours

✅ High-cost bidirectional chargers and warranties remain hurdles

 

California energy regulators are eyeing the power stored in electric vehicles as they hunt for ways to avoid blackouts caused by extreme weather.

While few EV and their charging ports are equipped to deliver electricity back into the grid during emergencies, the California Public Utilities Commission wants more data on it as the agency rules on steps utilities must take to ensure they have enough power for this summer and next year. A draft CPUC decision due to be discussed this week asks about the feasibility of reversing the charge when needed (Energywire, March 8).

“Very few [EVs], maybe a couple of thousand at the most, can give power to the grid, and even fewer are connected into a charger that can do it,” said Gil Tal, director of the Plug-in Hybrid & Electric Vehicle Research Center at the University of California, Davis. EVs that feature the ability “have it at a more experimental level.”

The issue arises as California, where about half of all U.S. EVs are purchased, examines what role the vehicles can play in keeping lights on and refrigerators running and how a much bigger grid will support them in the long term. Even if grid operators can’t pull from EV batteries en masse, experts say cash and other incentives can prompt drivers to shift charging times, boosting grid stability.

“What we can do is not charge the electric cars at times of high demand” such as during heat waves, Tal said.

The EV focus comes after California’s grid manager last summer imposed rolling blackouts when power supplies ran short during a record-shattering heat wave. State energy regulators across the U.S., as EVs challenge state grids, are also looking at their disaster preparedness as Texas recovers from a winter storm last month that cut off electricity for more than 4 million homes and businesses there.

California’s EV efforts can help other states as they add more renewable power to their grids, said Adam Langton, energy services manager at BMW of North America.

That automaker ran a pilot program with San Francisco-based utility Pacific Gas & Electric Co. (PG&E) looking at whether money and other incentives could prompt EV drivers to charge their cars at different times. The payments successfully shifted charging to the middle of the night, when wind power often is plentiful. It also moved some repowering to mornings and early afternoons, when there’s abundant solar energy.

“That can be a tool that the utilities can use to deal with supply issues,” Langton said. “What our research has shown is that vehicles can contribute to [conservation] needs and emergency supply by shifting their charging time.”

Such measures can also help states avoid having to curtail solar production on days when there’s more generation than needed. On many bright days, California has more solar power than it can use.

“As more states add more renewable energy, we think that they’re going to find that EVs complement that really well with smart charging, because grid coordination can get that charging to align with the renewable energy,” Langton said. “It allows to add more and more renewable energy.”

High-cost equipment a hurdle
The CPUC at a future workshop plans to collect information on leveraging EVs to head off power shortages at key times.

But Tal said it will probably take a decade to get enough EVs capable of exporting electricity back to utilities “in high numbers that can make an impact on the grid.”

Barriers to reaching such “vehicle to grid” integration are technical and economic, he said. EVs export direct current and need a device on the other side that can convert it to alternating current, similar to a solar power inverter for rooftop panels.

However, the equipment known as a V2G capable charger is costly. It ranges from $4,500 to $5,500, according to a 2017 National Renewable Energy Laboratory report.

PG&E and Los Angeles-based Southern California Edison already have “expressed doubt that short-term measures could be developed in time to expand EV participation by summer 2021” in V2G programs, the draft CPUC proposal said. The utilities suggested instead that the agency encourage EV owners to participate in initiatives where they’d get paid for reducing power consumption or sell electricity back to the grid when needed, known as demand response programs.

Still, almost all major EV automakers are looking at two-directional charging, Tal said.

“The incentive is you can get more value for the car,” he said. “The disincentive is you add more miles in a way on the car,” because an owner would be discharging to the grid and re-charging, and “the battery has limited life.”

And right now, discharging a vehicle to the grid would violate many warranties, he said. Car manufacturers would need to agree to change that and could call for compensation in return.

Meanwhile, San Diego Gas & Electric Co., a Sempra Energy subsidy, plans to launch a pilot looking at delivering power to the grid from electric school buses. The six buses in the pilot transport students in El Cajon, Calif., east of San Diego.

“The buses are perfect because of their big batteries and predictable schedule,” Jessica Packard, SDG&E spokesperson, said in an email. “Ultimately, we hope to scale up and deploy these kinds of innovations throughout our grid in the future.”

She declined to say how much power the buses could deliver because the project isn’t yet operating. It’s set to start later this year.

Mobility needs
While BMW and PG&E did not review vehicle-to-grid power transfers in their own 2017 research ending last year, one study in Delaware did. But it was in a university setting about eight years ago and didn’t look at actual drivers, said Langton with BMW.

In their own findings from the San Francisco Bay Area pilot program, BMW and PG&E found that incentives could quickly change driver behavior in terms of charging.

Technology helps: Most new EVs have timers that allow the driver to control when to charge and when to stop charging. Langton said the pilot program got drivers to have their cars charge from roughly 2 to 6 a.m., when electricity rates typically are lowest.

There can be a lot of solar energy during the day, but in summer, optimum charging times get more complicated in California, he said. People want to run their air conditioners during peak heat hours, so it’s important to be able to get EV drivers to shift to less congested times, he said.

With the right incentives or messaging, Langton said, the pilot persuaded drivers to move charging from 10 a.m. to 2 p.m. or noon to 4 p.m. BMW technology allowed for detailed information on battery charge level, ideal charging times and other EV data to be transmitted electronically after plugging in.

The findings are a good first step toward future vehicle-to-grid integration, Langton added.

“One of the things we really pay attention to when we do smart charging is, ‘How does the driver’s mobility needs figure into shifting their charging?'” he said. “We want to make sure that our customers can always do the driving that they need to do.”

The pilot included safeguards such as an opt-out button if the driver wanted to charge immediately. It also made sure the vehicle had a certain level of minimum charge — 15% to 20% — before the delayed smart charging kicked in.

Vehicle-to-grid technology would need to wrestle with the same concepts in a different way. If a car is getting discharged, the driver would want assurances its battery wouldn’t dip below a level that meets their mobility needs, Langton said.

“If that happened even once to a customer, they would probably not want to participate in these programs in the future,” he said.

One group adding charging stations across the country said it isn’t tweaking pricing based on when drivers charge. That’s to help grow EV purchases, said Robert Barrosa, senior director of sales and marketing at Volkswagen AG subsidiary Electrify America, which operates about 450 charging stations in 45 states.

The company has installed battery storage at more than 100 sites to make sure they can provide power at consistent prices even if California or another state calls for energy conservation.

“It’s very important for vehicle adoption that the customer have that,” Barrosa said.

The company could sell that battery storage back to the grid if there are shortfalls, but some market changes are needed first, particularly in California, he said. That’s because the company buys electricity on the retail side but would be sending it back into the wholesale market.

With that cost differential, Barrosa said, “it doesn’t make sense.”

 

Related News

View more

Sign Up for Electricity Forum’s Newsletter

Stay informed with our FREE Newsletter — get the latest news, breakthrough technologies, and expert insights, delivered straight to your inbox.

Electricity Today T&D Magazine Subscribe for FREE

Stay informed with the latest T&D policies and technologies.
  • Timely insights from industry experts
  • Practical solutions T&D engineers
  • Free access to every issue

Live Online & In-person Group Training

Advantages To Instructor-Led Training – Instructor-Led Course, Customized Training, Multiple Locations, Economical, CEU Credits, Course Discounts.

Request For Quotation

Whether you would prefer Live Online or In-Person instruction, our electrical training courses can be tailored to meet your company's specific requirements and delivered to your employees in one location or at various locations.