Electric Vehicles in Power - Thematic Intelligence

Electric Vehicles in Power - Thematic Intelligence


Summary

The growing number of electric vehicles (EVs) on the road is evidence that the world is moving towards vehicle electrification. The demand for electric vehicles will continue to boom, supporting net zero emission goals. EV charging infrastructure refers to the network of charging stations and supporting infrastructure that enables the charging of EVs. The EV charging infrastructure market has experienced significant growth due to the increasing adoption of electric vehicles worldwide. To accelerate EV adoption, power utilities are incentivizing customers to purchase electric cars. It will provide an opportunity for utilities to become a major player in EV charging infrastructure buildout.

Scope
  • The report focuses on electric vehicles in power as a theme.
  • It provides an industry analysis on how big the electric vehicles theme is and how fast it will grow in the coming years.
  • The report provides EV market size and growth forecast.
  • It provides an overview on regional analysis of the EV market and policies.
  • It covers patents trends and venture financing trends in power.
  • The report provides an overview on EV charging infrastructure outlook - market growth and forecast, and EV charging infrastructure categorization.
  • The report discusses on the uses cases of EV charging infrastructure by power utilities.
  • It contains details of M&A deals driven by electric vehicles theme, and a timeline highlighting milestones for EV.
  • The report focus on the trends related to electric vehicles as a theme in technology, macroeconomic and regulatory trends.
  • The report also includes an overview of competitive positions held by power utility companies adopting EV charging infrastructure for EVs.
Reasons to Buy

The report provides -
  • A detailed analysis of the growing EV and EV charging infrastructure market.
  • The report gives an insight of the leading players in electric vehicles and where do they fit in the value chain.
  • The report gives an overview of the leaders and challengers in the electric vehicles value chain.
  • Technology briefing on battery electric vehicles, hybrid and plug-in hybrid electric vehicles, and fuel cell electric vehicles.
  • An overview of Tesla's breakthrough technologies and its production capacity by countries.
  • A briefing on detailed analysis of electric vehicles value chain.
  • Company profiles of leading adopters of EV charging infrastructure in power sector.
  • An overview on different technologies disrupting electric vehicles.
  • A snapshot of power sector scorecard predicting the position of leading power companies in electric vehicles theme.


Executive Summary
Players
Technology Briefing
Lithium-ion is the leading battery technology for BEVs
Alternatives to lithium-ion
Solid-state battery cells
Power management systems are also key to battery performance
Fuel cells can also power electric vehicles
Is Tesla’s advantage insurmountable?
Mega-castings
Structural battery pack
4680 cells
Autonomous technology
Removing 12V systems
What are other automakers doing to compete with Tesla?
Trends
Technology trends
Macroeconomic trends
Regulatory trends
Industry Analysis
Market size and growth forecasts
Momentum towards EVs is now established and production will increase rapidly
Tesla to remain a key EV producer despite growth from legacy OEMs
Regional analysis
The dynamics of raw material markets
Upward price pressure from short-term disruption and long-term demand growth
Chinese dominance
Competitive analysis
Legacy automakers
BEV engineering analysis
2012 Tesla Model S 85kWh
2017 Tesla Model 3 Long Range (75kWh)
2020 Tesla Model 3 Standard Range Plus (60kWh LFP battery, made in China)
2021 Tesla Model S Plaid (100kWh)
2020 Ford Mustang Mach-E Standard Range RWD
2020 Volkswagen ID.3 (77kWh)
Regional analysis of the EV market and policies
Major economies will dominate the EV market
Policies will help win the EV race
EV charging infrastructure outlook
Market growth and forecast
EV charging infrastructure categorization
EV charging infrastructure region-wise outline
Technology's impact on electric vehicles
Smart grids will enable utilities to integrate EVs
Microgrids will transform EV charging infrastructure
Use cases
E.ON fast-charging stations
Enel X Way EV charging ports
ENGIE Vianeo
EnBW HyperNetz
Hydro-Québec heavy vehicle charging
Iberdrola public charging network
SSE’s EV charging hubs
Timeline
Signals
M&A trends
Venture financing trends
Patent trends
Value Chain
Batteries
Battery raw materials
Battery components
Battery cells
Semiconductors
Auto components
Electric drivetrains
Tier-1 auto component suppliers
Assembly
Charging
Companies
Power companies
Sector Scorecards
Power sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Technology trends
Table 2: Macroeconomic trends
Table 3: Regulatory trends
Table 4: List of vehicle-to-grid technology projects.
Table 5: M&A trends
Table 6: Power companies
Table 7: Glossary
Table 8: GlobalData reports
List of Figures
Figure 1: Who are the leading players in the electric vehicles theme, and where do they sit in the value chain?
Figure 2: Solid-state batteries
Figure 3: Tesla survey
Figure 4: EV production
Figure 5: EV powertrains as a proportion of all new powertrains 2016–2028
Figure 6: EV production share by largest OEMs, 2022 vs 2028
Figure 7: Battery supply agreements mapped by OEM
Figure 8: EV production forecast by region (top 14 markets) 2016 -2036
Figure 9: Lithium production vs price (North America FOB and Chinese Spot prices) 2010–2025
Figure 10: Lithium, nickel, and cobalt battery input costs for popular EVs, March 2021 vs March 2022
Figure 11: China’s share of production stages of Li-ion battery manufacturing (%)
Figure 12: Installed gigafactory capacity by region 2019–2030
Figure 13: Tesla vs largest OEMs, 2022
Figure 14: 2012 Tesla Model S battery and drive unit layout
Figure 15: 2012 Tesla Model S module, battery cell, and coolant layout
Figure 16: 2017 Tesla Model 3 battery and drive unit layout
Figure 17: 2020 Tesla Model 3 LFP battery and drive unit layout
Figure 18: 2021 Tesla Model S Plaid battery and drive unit layout
Figure 19: 2020 Ford Mustang Mach-E battery and drive unit layout
Figure 20: 2020 Ford Mustang Mach-E module, battery cell, and coolant layout
Figure 21: 2020 Volkswagen ID.3 battery and drive layout
Figure 22: 2020 Volkswagen module, battery cell, and coolant layout
Figure 23: Electric vehicle sales, 2016-2023
Figure 24: EV charging infrastructure market forecast
Figure 25: A fast-charging station by E.ON
Figure 26: Enel X Way’s charging port at a car parking space
Figure 27: An EV is being charged at ENGIE Vianeo
Figure 28: EnBW’s fast charging station at Großburgwedel
Figure 29: Pictorial image of heavy truck charging
Figure 30: An EV at Iberdrola’s charging station
Figure 31: SSE’s EV charging hub is powered by renewable energy
Figure 32: The electric vehicles story
Figure 33: The electric vehicles deal trend is increasing
Figure 34: Region-wise electric vehicles deals and related themes overview
Figure 35: The increase in patent activity is driving growth in the adoption of EVs
Figure 36: Electric vehicle activities will continue to increase in the power industry
Figure 37: The electric vehicle value chain
Figure 38: The electric vehicles value chain - The electric vehicle technology stack: battery raw materials
Figure 39: The electric vehicles value chain - The electric vehicle technology stack: battery components
Figure 40: The electric vehicles value chain - The electric vehicle technology stack: battery cells
Figure 41: The electric vehicles value chain - The electric vehicle technology stack: auto semiconductors
Figure 42: The electric vehicles value chain - The electric vehicle technology stack: electric drivetrains
Figure 43: The electric vehicles value chain - The electric vehicle technology stack: Tier-1 auto components
Figure 44: The electric vehicles value chain - The electric vehicle technology stack: EV assembly
Figure 45: The electric vehicles value chain - The electric vehicle technology stack: EV charging stations
Figure 46: The electric vehicles value chain - The electric vehicle technology stack: EV charging equipment
Figure 47: Who does what in the power space?
Figure 48: Thematic screen
Figure 49: Valuation screen
Figure 50: Risk screen
Figure 51: Our five-step approach for generating a sector scorecard

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