Global and U.S. electric vehicle trends

Global and U.S. electric vehicle trends

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Overview

? Global electric vehicle (EV) trends

? Sales, EV production volume growth, EV cost parity timing ? Top global EV markets ? Automaker announcements ? EV industrial competitiveness by country ? Canada EV sales - top

? U.S. trends

? Policy developments ? National and leading EV markets

? Zero-emission heavy-duty commercial freight vehicles

? More complex technology, policy space

2

Global electric vehicle growth

? Annual global EV sales surpassed 2 million/year in 2018 (5 million cumulative) ? Mostly the sales are in China, Europe, and the U.S.

? These markets have policy, incentives, charging infrastructure, local action

Annual electric vehicle sales

2,000,000 1,500,000 1,000,000

500,000 0 2010 2011 2012 2013 2014 2015 2016 2017 2018

Rest of world Japan China Sweden Netherlands France United Kingdom Germany Norway Canada United States

3 Source: EV-

Global electric vehicle growth

Electric vehicles sales EV sales by battery supplier

? Annual global EV production surpassed 2 million/year in 2018 ? There are now 10 automaker groups selling over 80,000 EVs per year

? Battery production: 5 companies supplying batteries over 200,000 EVs per year

Electric vehicle sales by automaker

2,000 ,000 1,500 ,000 1,000 ,000

500,0 00

Electric vehicle sales by battery supplier

2,000 ,000

Other companies General Motors Hyundai-Kia Volkswagen SAIC Geely-Volvo BMW Renault-Nissan BAIC BYD Tesla

1,500 ,000 1,000 ,000

500,0 00

Other companies Farasis Energy Hefei Guoxuan GS Yuasa AESC SATBS Samsung SDI BYD LG Chem CATL Panasonic

0 2011 2012 2013 2014 2015 2016 2017 2018

0 2011 2012 2013 2014 2015 2016 2017 2018

4 Sources: EV-Volumes and

ICCT

Volume and innovation drive EV costs down

? Battery cost reductions enable electric vehicle cost parity

? Parity points shown below for cars: 2024-2029 for 150-300-mile electric range

? Parity points for crossovers and SUVs tend to be several years later

Conv entio nal

BEV150

BEV200

BEV250

BEV300

$40,0 00

$30,0 00

$20,0 00 2020

2022

2024

2026

2028

Conventional BEV (300 mile) BEV (250 mile) BEV (200 mile) BEV (150 mile)

2030

Vehicle price

5

Based on ICCT, 2019. Update on electric vehicle costs in the United States through 2030.

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