Electric Vehicles (EV) in Power - Thematic Research
Summary
Electric vehicles (EVs) are categorized into battery electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), hybrid electric vehicles (HEVs), and fuel cell electric vehicles (FCEVs). This report covers the influence of BEVs in the power market and how it is disrupting power utilities. BEVs have captured the market thanks to the declining costs of lithium-ion batteries. Aiming to achieve its decarbonization goal, the market for electric vehicles will continue to grow due to zero emissions. GlobalData estimated that 10.74 million EVs would be on the road globally by the end of 2021, which is expected to record exponential growth and reach 26 million by 2025. This growth will increase the need for EV charging infrastructure and will drive electricity demand.
Scope
- The report focuses on electric vehicles in power as a theme.
- It provides an industry analysis with respect to market size and growth forecasts for EVs, competitive analysis of EV industry, patents filings, and impact of EVs on power utilities.
- A brief on additonal demand for electricity, impact on rate design and grid, and EV charging infrastructure along with V2G technology due to EV adoption.
- It contains details of M&A deals driven by EVs theme, and a timeline highlighting milestones for EV.
- Highlights the trends related to EVs as a theme in power sector, technology, macroeconomic and regulatory trends.
- The report covers primary and secondary research case studies on how power utilities are entering the market of EV charging infrastructure.
- The report also includes an overview of competitive positions held by leading EV technolgy providers and power utility companies adopting EV charging infrastructure.
The report provides -
- A comprehensive analysis of the emerging market trends of EV in power sector.
- An insight of the leading players in EV theme and where do they fit in the value chain.
- Technology briefing of electric vehicles, battery electric vehicles engineering analyses, key mergers and acquisitions and significant milestones in the journey of EVs.
- Profiles of leading adopters of EV charging infrastructure in power sector.
- Overview of Power sector and vehicle manufacturing sector scorecard predicting leading companies within each sector for EV charging infrastructure and EV.
- Executive Summary
- Players
- Table Figure 1: Who are the leading players and upcoming challengers in the electric vehicle landscape?
- Technology Briefing
- Lithium-ion is the leading battery technology for BEVs
- Alternatives to lithium-ion
- Solid-state batteries are the next most viable option
- Table Figure 2: Automotive industry survey results on solid-state battery timeline
- Power management systems are also key to battery performance
- Fuel cells can also power electric vehicles
- Is Tesla’s advantage insurmountable?
- What are other automakers doing to compete with Tesla?
- Table Figure 3: Automotive industry survey results on Tesla’s advantage
- BMW
- Daimler
- Ford
- Geely
- General Motors
- Hyundai
- Renault-Nissan
- Stellantis
- Volkswagen
- Table Figure 4: Tesla to increase production by building out regional manufacturing
- Trends
- Power trends
- Table Power trends
- Technology trends
- Table Technology trends
- Macroeconomic trends
- Table Macroeconomic trends
- Regulatory trends
- Table Regulatory trends
- Power trends
- Industry Analysis
- Market size and growth forecasts for EVs
- Momentum towards EVs is now established and production will increase rapidly
- Table Figure 5: EV powertrains as a proportion of all new powertrains 2016-2028
- Tesla to remain key EV producer despite growth from legacy OEMs
- Table Figure 6: EV production share by largest OEMs 2021 vs 2028
- Battery supply deals
- Table Figure 7: Battery supply agreements mapped by OEM
- Regional analysis
- Table Figure 8: EV production forecast by region (top 14 markets) 2016-2036
- Momentum towards EVs is now established and production will increase rapidly
- The dynamics of raw material markets
- Table Figure 9: Lithium production vs price (North America FOB and Chinese Spot prices) 2010-2025
- Upward price pressure from short-term disruption and long-term demand growth
- Table Figure 10: EV battery raw material costs March 2021 vs March 2022
- Table Figure 11: Lithium, nickel, and cobalt battery input costs for popular EVs March 2021 vs March 2022
- Chinese dominance
- Table Figure 12: China’s share of production stages of Li-ion battery manufacturing (%)
- Table Figure 13: Installed gigafactory capacity by region 2019-2030
- Competitive analysis
- Table Figure 14: Tesla vs largest OEMs 2021 sales
- Table Figure 15: Tesla vs largest OEMs March 2022 market capitalization
- Legacy automakers
- BEV engineering analysis
- 2012 Tesla Model S 85kWh
- Table Figure 16: 2012 Tesla Model S battery and drive unit layout
- Table Figure 17: 2012 Tesla Model S module, battery cell, and coolant layout
- 2017 Tesla Model 3 Long Range (75kWh)
- Table Figure 18: 2017 Tesla Model 3 battery and drive unit layout
- 2020 Tesla Model 3 Standard Range Plus (60kWh LFP battery, made in China)
- Table Figure 19: 2020 Tesla Model 3 LFP battery and drive unit layout
- 2021 Tesla Model S Plaid (100kWh)
- Table Figure 20: 2021 Tesla Model S Plaid battery and drive unit layout
- 2020 Ford Mustang Mach-E Standard Range RWD
- Table Figure 21: 2020 Ford Mustang Mach-E battery and drive unit layout
- Table Figure 22: 2020 Ford Mustang Mach-E module, battery cell, and coolant layout
- 2020 Volkswagen ID.3 (77kWh)
- Table Figure 23: 2020 Volkswagen ID.3 battery and drive unit layout
- Table Figure 24: 2020 Volkswagen ID.3 module, battery cell, and coolant layout
- 2012 Tesla Model S 85kWh
- Patent filings
- Table Figure 25: Electric vehicle patent activity is growing exponentially
- Table Figure 26: Patent filings across the regions increased progressively
- Impact of EVs on power utilities
- Table Figure 27: An example of an electric car and charging station
- Demand for additional electricity
- Rate design
- Grid impact
- EV charging infrastructure
- Vehicle-to-grid (V2G)
- Table Impact of EVs on power utilities
- Opportunities for utilities in EV adoption
- Use cases
- ABB’s Terra 360 all-in-one EV charger, Germany
- Table Figure 28: An example of what the Terra 360 EV chargers will look like
- BP EV charging infrastructure network, Germany
- Table Figure 29: BP’s Aral pulse in Germany
- Tesla’s Superchargers, the US
- Table Figure 30: Tesla’s Superchargers
- Shell Recharge, the Netherlands
- Table Figure 31: Six Shell Recharge fast charger points
- TotalEnergies’ high-power EV charge points, France
- Table Figure 32: A TotalEnergies forecourt containing its high-power charging points
- ChargePoint EV charging stations, the US
- Table Figure 33: Three of ChargePoint’s leading charge stations
- ABB’s Terra 360 all-in-one EV charger, Germany
- Mergers and acquisitions
- Table Mergers and acquisitions
- Table The largest M&A transactions associated with the electric vehicle theme over the last three years
- Timeline
- Table Figure 34: The electric vehicle story
- Market size and growth forecasts for EVs
- Value Chain
- Table Figure 35: The electric vehicle value chain
- Batteries
- Battery raw materials
- Table Figure 36: The electric vehicle technology stack: battery raw materials
- Battery components
- Table Figure 37: The electric vehicle technology stack: battery components
- Battery cells
- Table Figure 38: The electric vehicle technology stack: battery cells
- Battery raw materials
- Semiconductors
- Table Figure 39: The electric vehicle technology stack: auto semiconductors
- Auto components
- Electric drivetrains
- Table Figure 40: The electric vehicle technology stack: electric drivetrains
- Tier-1 auto component suppliers
- Table Figure 41: The electric vehicle technology stack: Tier-1 auto components
- Electric drivetrains
- Assembly
- Table Figure 42: The electric vehicle technology stack: EV assembly
- Charging
- Table Figure 43: The electric vehicle technology stack: EV charging stations
- Table Figure 44: The electric vehicle technology stack: EV charging equipment
- Companies
- Power companies
- Table Power companies
- Power companies
- Sector Scorecards
- Power sector scorecard
- Who’s who
- Table Figure 45: Who does what in the power sector?
- Thematic screen
- Table Figure 46: Thematic screen - Power sector scorecard
- Valuation screen
- Table Figure 47: . Valuation screen - Power sector scorecard
- Risk screen
- Table Figure 48: Risk screen - Power sector scorecard
- Who’s who
- Vehicle manufacturing
- Who’s who
- Table Figure 49: Who does what in the vehicle manufacturing space?
- Thematic screen
- Table Figure 50: Thematic screen - Vehicle manufacturing
- Valuation screen
- Table Figure 51: Valuation screen - Vehicle manufacturing
- Risk screen
- Table Figure 52: Risk screen - Vehicle manufacturing
- Who’s who
- Power sector scorecard
- Glossary
- Table Glossary
- Further Reading
- GlobalData reports
- Table GlobalData reports
- GlobalData reports
- Our thematic research methodology
- Table Figure 53: Our five-step approach for generating a sector scorecard
- About GlobalData
- Contact Us
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