Cover Image
市場調查報告書

Tesla Model 3:是否會成為電動車革命性變化的徵兆?

Tesla Model 3: Does It Signal an Electric Car Revolution?

出版商 Greentech Media Inc. 商品編碼 371846
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
價格
Back to Top
Tesla Model 3:是否會成為電動車革命性變化的徵兆? Tesla Model 3: Does It Signal an Electric Car Revolution?
出版日期: 2016年09月26日 內容資訊: 英文
簡介

本報告以Tesla的Model 3為對象,提供北美各國 (主要是美國) 的電動車能源消費效率現況與展望相關分析,model 3的最新節能·行車支援技術,及與汽油車的性能互相比較,其對美國汽車整體市場的影響度,今後的電力·汽油使用數量及二氧化碳排放量預測,各企業·各車種的互相比較,運輸機器的CO2排放量的削減預測等調查·考察,並將相關市場資料彙整成Excel工作表,為您概述為以下內容。

目錄

  • 摘要整理
  • Tesla Model 3特徵
  • 對電動車的傳統顧慮:Model 3的影響
  • 成本比較和回收期:電動車 vs. 汽油車
  • Model 3的市場意義:美國電動車的飽和狀態的整體影響
  • 對美國國內的汽油·電力需求的潛在影響度
  • 電動車是否能成為碳排放量削減的解決辦法?
  • 運輸機器的電氣化和CO2削減:加州今後是否將成為全球頂點?
  • 結論

圖表一覽

目錄

With as much publicity as electric cars have garnered since Tesla's unveiling of its Model 3, there is no dearth of skeptics and believers. This Wood Mackenzie report, published by GTM Research, looks at the Model 3 and what it could mean for the oil and power sectors. It attempts to answer the big question: Is the Model 3 truly a disruptive force, signaling a possible electric car revolution? This report provides detailed insight into the unveiling of Tesla's Model 3 and the broader implications of electric car saturation in the U.S. transport sector. It assesses the impact electric vehicles will have on U.S. power and oil demand, delves into the supply chain for key EV components, and provides an analysis on carbon emission reductions.

Base Case Sector Demand Impacts

                     Source: Wood Mackenzie

Key questions answered:

  • Is the Model 3 an early signal of a possible electric car revolution and can it become a disruptive force?
  • Is Tesla Model 3 really a mass market car?
  • How does it compete with gasoline cars?
  • What does the Model 3 mean for the larger U.S. electric car market and consequent implications for U.S. gasoline and power demand?
  • Is electrifying transport the solution to meeting broader carbon reduction goals?

Table of Contents

  • 1. Executive Summary
  • 2. Tesla Model 3 Features
  • 3. Traditional Concerns Around Electric Cars: Model 3 Implications
  • 4. Cost Comparison and Payback: Electric Vs Gasoline Cars
  • 5. Model 3 Market Implications: What It Means for Overall U.S. Electric Car Saturation?
  • 6. Potential Impacts on U.S. Gasoline Demand and Power Demand
  • 7. Are Electric Cars a Solution to Carbon Reduction?
  • 8. Electrifying Transport to Reduce CO2: Is California a Peek into the Future?
  • 9. Conclusion

List of Figures

1. Executive Summary

  • Electric Vehicles: the Long Road

2. Tesla Model 3 Features

3. Traditional Concerns Around Electric Cars: Model 3 Implications

  • Model 3 Concerns
  • Typical Charging Pattern of EV Fleet in San Diego, CA
  • Registered Electric Vehicles vs Charge Points by State
  • Current and Under Construction Superchargers
  • Battery Pack Cost Projections
  • Global Battery Cell Production vs the Gigafactory
  • Total Battery Cost Breakdown
  • Global Lithium Production (excl. U.S.)
  • Global Lithium Identified Resources
  • Historical and Projected Performance of Tesla Model S Battery

4. Cost Comparison and Payback: Electric Vs Gasoline Cars

  • Deviations in EV vs. Gasoline Competitiveness: California
  • Deviations in EV vs. Gasoline Competitiveness: South Carolina
  • Deviations in EV vs. Gasoline Competitiveness: Oregon
  • Real Savings Per Mile: Wyoming
  • Real Savings Per Mile: Pennsylvania
  • Summary of State Incentives
  • Potential Lifetime Savings by State
  • CAFE Fuel Efficiency Targets (Miles per Gallon)
  • Range and Price: Tesla vs. Competitors
  • Payback: Tesla Model 3 Base vs BMW 3 Series Base
  • Payback: Tesla Model 3 Loaded vs BMW 3 Series Loaded
  • Payback: Tesla Model 3 Base vs Toyota Camry Base
  • Payback: Tesla Model 3 Loaded vs Toyota Camry Loaded
  • Payback: Tesla Model 3 Base vs Toyota Camry Loaded

5. Model 3 Market Implications: What It means for Overall U.S. Electric Car Saturation?

  • U.S. Large Luxury Market Share by Vehicle
  • Consumer Preference Comparison
  • Tesla Annual Vehicle Production 2012-2020
  • U.S. Total Model 3 Penetration
  • U.S. Light Duty Vehicle Sales in 2015

6. Potential Impacts on U.S. gasoline Demand and Power Demand

  • Base Case Sector Demand Impacts
  • EV Impact on Power and Oil Markets
  • EV Penetration of Light Vehicle Stock
  • EV Impact on U.S. Oil Demand (Total Gasoline Demand)
  • EV Impact on U.S. Oil Demand (Delta Impact from Base Case)
  • EV Impact on U.S. Power Demand (Total Electric Sales)
  • EV Impact on U.S. Power Demand (Delta Impact from Base Case)
  • U.S. Power Market Reserve Margins (Current and Expected)

7. Are Electric Cars a Solution to Carbon Reduction?

  • CO2 per Mile Comparison: EVs vs Gasoline
  • CO2 Emissions in Texas (ERCOT)
  • Lbs per CO2 in California (CAISO)

8. Electrifying Transport to Reduce CO2: Is California a Peek Into the Future?

  • California GHG Targets
  • Increase in Power Demand from EVs over BAU

9. Conclusion

Back to Top