Global and U.S. electric vehicle trends

Global and U.S. electric vehicle trends

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Overview

¡ì Global electric vehicle (EV) trends

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Sales, EV production volume growth, EV cost parity timing

Top global EV markets

Automaker announcements

EV industrial competitiveness by country

Canada EV sales - top

¡ì U.S. trends

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Policy developments

National and leading EV markets

¡ì Zero-emission heavy-duty commercial freight vehicles

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More complex technology, policy space

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Global electric vehicle growth

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Annual global EV sales surpassed 2 million/year in 2018 (5 million cumulative)

Mostly the sales are in China, Europe, and the U.S.

Annual electric vehicle sales

¡ì These markets have policy, incentives, charging infrastructure, local action

2,000,000

Rest of world

Japan

China

Sweden

Netherlands

France

United Kingdom

Germany

Norway

Canada

United States

1,500,000

1,000,000

500,000

0

2010

2011

2012

2013

2014

2015

2016

2017

2018

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Source: EV-

Global electric vehicle growth

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Annual global EV production surpassed 2 million/year in 2018

There are now 10 automaker groups selling over 80,000 EVs per year

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

Electric vehicle sales by automaker

Electric vehicle sales by battery supplier

Electric vehicles sales

EV sales by battery supplier

2,000,000

2,000,000

Other companies

General Motors

Hyundai-Kia

Volkswagen

1,500,000

SAIC

Geely-Volvo

1,000,000

BMW

Renault-Nissan

BAIC

500,000

BYD

Tesla

Other companies

Farasis Energy

1,500,000

Hefei Guoxuan

GS Yuasa

AESC

SATBS

Samsung SDI

1,000,000

BYD

LG Chem

CATL

500,000

Panasonic

0

0

2011 2012 2013 2014 2015 2016 2017 2018

2011 2012 2013 2014 2015 2016 2017 2018

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Sources: EV-Volumes and

ICCT

Volume and innovation drive EV costs down

¡ì Battery cost reductions enable electric vehicle cost parity

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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

Vehicle price

Conventional

BEV150

BEV200

BEV250

BEV300

$40,000

Conventional

BEV (300 mile)

BEV (250 mile)

BEV (200 mile)

BEV (150 mile)

$30,000

$20,000

2020

2022

2024

2026

2028

2030

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



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