Age of EVs is Here. We Know Because China Just Said So.

October 3, 2017

More confirmation that if you want to stay ahead of the curve, keep watching these videos.  Most recent vid started out talking about trends toward electrification of road travel throughout the world.  A week after I posted, China announced they are looking at banning combustion engine autos.
Arguments about how the Trump administration will try to weaken CAFE standards are now moot. China is the elephant in every room.

Inside Climate News:

A coalition of global corporations, including Unilever, Ikea and shipping giant DHL, launched a global campaign today to accelerate the shift to electric vehicles and away from gas- and diesel-powered transportation—which generates almost a quarter of energy-related greenhouse gas emissions worldwide and has been the fastest growing emissions source.

Since more than half of the cars on the road belong to companies, the new EV100 coalition could have a major impact. It aims to do for EVs and electric car charging infrastructure what coalitions such as the RE100 are already doing to encourage corporate purchasing of clean energy (and thus motivating development of new solar and wind power).

EV100’s goal is to send a signal to automakers that there is mass demand for electric vehicles before 2030, when current forecasts suggest global uptake will start to really ramp up.

“We want to make electric transport the normal,” said Helen Clarkson, CEO for The Climate Group, the international nonprofit spearheading the effort.

Government pressure is already adding to that signal in Europe and Asia: France and the UK have given automakers a 2040 deadline to end the sale of new gas-powered cars; China recently indicated it would set its own deadline; India has suggested it is moving toward 100 percent electric vehicles; and Chancellor Angela Merkel hinted last month that Germany may follow suit. Automakers have been responding by expanding their EV fleets, as showcased at last week’s Frankfurt Motor Show.

Los Angeles Times:

Auto buyers have yet to show much love for electric cars.

Sales of the Tesla Model S and Model X have stalled at around 25,000 per quarter. The company has yet to prove it can make and sell the lower-priced Model 3 in large numbers, saying Monday that it had produced only 260 of the cars through Sept. 30. Chevrolet sells only a few thousand Bolt EVs a month, despite rave reviews. Electric cars total only about 1% of total passenger vehicles sold in the U.S.

Yet on Monday, auto giant General Motors announced it will begin selling two new all-electric vehicles in the next 18 months, and will have at least 20 new zero-emission electric vehicles in its lineup by 2023.

The announcement follows similar plans revealed by major automakers around the world.

Volkswagen Group, which last year was the world’s top automaker, has said it will offer 80 new electric vehicles by 2025, and will electrify its entire fleet by 2030.

Mercedes-Benz similarly promised to make all its cars available with electric drive trains by 2020, while Volvo and Jaguar have stated they will eventually stop building cars that run only on gasoline or diesel fuel.

“This latest event by GM regarding ‘all electric’ is further proof of a rapidly changing industry, whether the consumer wants it or not,” said Rebecca Lindland, analyst at Kelley Blue Book.

If the consumer doesn’t want it, at least not to date, who does?

China, India, France, the United Kingdom and California. All are reviewing plans to severely limit or ban regular gas and diesel engines between 2030 and 2040. Although details are scarce, automakers need to get ready.

This is especially true in China, which is both the world’s largest auto market and its fastest growing. General Motors now sells more of its cars in China than in the U.S.

“China is their biggest market,” said Michelle Krebs, analyst at Autotrader. “If China decides to go electric, they have to do it.”

China’s government last week announced that roughly 10% of passenger vehicles sold in 2019 will be zero-emission “new energy vehicles,” moving up to 12% by 2020 and growing year by year. One highly placed Chinese official said the country may ban traditional engines altogether at some point in the future.

The stakes for automakers were made clear, Krebs said, by a Detroit auto executive who recently told her: “If the Chinese can regulate procreation, they can regulate electrification.”

CNBC:

Ford Motor has formed a team to accelerate global development of electric vehicles, an executive said on Monday.

One aim of Ford’s “Team Edison” is to identify and develop electric-vehicle partnerships with other companies, including suppliers, in some global markets, according to Sherif Marakby, vice president of autonomous vehicles and electrification.

Marakby said the group will be based in the Detroit area and work with regional Ford electrification teams in China and Europe.

The team will report to Ted Cannis, who has been named global director of electrification.

 

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One Response to “Age of EVs is Here. We Know Because China Just Said So.”


  1. Actually the key is charging stations.
    What value your Volt or Bolt or Mercedes or Jag if you can only charge it at home (as long as you are not in a flat or unit )
    Tesla has the competition on the ropes in that regard, showing how far ahead of the pack he is. I understand he offered to include the major US Car manufacturers in his charging network as partners (They pay their fair share of build out etc), but they said nyet.
    Strangely people in the US look at a car as can I drive to California in it, hardly anyone will but that is beside the point. If you can’t it isn’t even in consideration.

    With all of Tesla’s Supercharging stations you can with a Tesla, the other brands, only with a hybrid. All those maps of charging stations, so many either no longer exist or don’t work. One of the factors weighing against expanding EV ownership

    Jack Rickard is both a Model S owner and seasoned expert on the EV scene. He also hosts EVTV, a resource for those building custom electric cars and converting gas cars into EVs. Recently, Jack decided to try his hand taking apart something different — the Tesla bull thesis. His self-professed “rant” runs for nearly two hours and provides some eye-opening insights into Tesla. After contacting Jack, I asked if it was possible to distill his insights into a half-hour summary video. He agreed. Let us know your thoughts on it in the comments.


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