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市場調查報告書

北美運輸的電氣化 - 投資動向預測:2024年

North American Electrification of Transportation-Investment, Forecast to 2024

出版商 Frost & Sullivan 商品編碼 702300
出版日期 內容資訊 英文 99 Pages
商品交期: 最快1-2個工作天內
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北美運輸的電氣化 - 投資動向預測:2024年 North American Electrification of Transportation-Investment, Forecast to 2024
出版日期: 2018年08月28日內容資訊: 英文 99 Pages
簡介

北美電動車(EV)市場中,美國與加拿大兩國皆在過去五年間展現了大幅度的成長。現在北美市場中新EV的銷售量佔整體客車銷售量的1.4%。

本報告針對北美電動車(EV)市場進行調查,分析EV導入的能源需求條件、EV的導入對電網造成的影響、現在及未來EV的普及率與市場趨勢、EV生態系統所包含的公共事業主要成長機會、以及EV領域中利害關係人的投資動向等內容。

第1章 執行摘要

第2章 地區動向與政策

  • 對清潔能源的地區政策決定了EV的高滲透率
  • 加州:EV普及化的市場龍頭
  • 夏威夷:最先發表碳中和目標的州
  • 華盛頓:公共事業缺乏永續商業計畫
  • 奧勒岡:雖然EV普及率高但缺乏充電基礎設施
  • 其他值得注意的地區:需求受到稅額優惠的支持與驅動

第3章 公共事業的角色

  • EV整合中公共事業處於三種不同階段:大多處於新興階段
  • 公共事業的EV整合階段
  • 公共事業 - EV計畫
  • 注目的公共事業計畫:加州
  • 注目的公共事業計畫:紐約
  • 注目的公共事業計畫:夏威夷

第4章 產業利害關係人分析

  • EV電氣化的主要利害關係人
  • EV充電OEM
  • 配電系統OEM
  • 智慧電表OEM
  • DR服務供應商
  • EV資產管理服務供應商
  • 發電系統與新興技術 - 點對點、電子錢包、可再生能源的整合

第5章 產業課題

  • 部署間調整的不足
  • 公共事業計畫及稅額減免的客戶知識不足
  • EV充電器的通用性不足
  • 管理委員會的支援不足
  • 高峰其負載過重
  • 地域性配電用變壓器的過載

第6章 市場預測

  • 市場工程測定
  • 電網基礎設施投資預測
  • 電網基礎設施投資預測的議論
  • 市場工程測定
  • 公共事業倡議:根據EV需要預測收益
  • 公共事業倡議:根據EV需要預測收益的議論

第7章 公共事業服務

  • 透過需求方管理(DSM)確保電網韌性
  • 透過EV充電聚集需量反應
  • 透過智慧電表強化充電功能
  • 最佳化位點配置以舒緩過密狀況
  • 整合可再生能源與智慧充電倡議

第8章 電網營運的改善

  • 配電網的升級
  • 配電網的升級:智慧變壓器
  • V2G (Vehicle-to-Grid ) 解決方案的實行
  • 能源儲存解決方案減少高峰需求
  • 物聯網 (IoT) 的導入

第9章 成長機會

  • 成長機會1:EV充電即服務 (EV-CAAS)
  • 成功及成長的策略性命令

第10章 結論

第11章 附錄:EV及EV充電基礎設施 - 北美

第12章 附錄:電力需求對EV的影響

第13章 附錄:EV及開放規格

目錄
Product Code: K2A0-14

Opportunities to Modernize the Electric Grid and Address the Challenges of Rapid EV Penetration

The North American Electric Vehicle (EV) market has seen significant growth over the last 5 years, both in the US and Canada. Currently, new EVs sold in the North American market account for 1.4% of the total passenger vehicles sold. There is an anticipation that downward prices for batteries and vehicles, along with improved infrastructure will accelerate the adoption of electric vehicles. This is further being pushed by state- and city-level commitments to clean energy and response to climate change.

Current projections suggest that EVs are expected to reach price parity with internal combustion engine vehicles by 2025. This will roughly translate to 8% of new cars registered to be EVs by 2024, which is equivalent to 0.8 million EVs in North America. Preparations are taking place both at a local government/city, regional, and utility levels for accommodating this trend. In the short-to-mid run, the emphasis is on introducing new policies and evaluating the current grid infrastructure to determine the best approach for minimizing grid disruption. In the longer term, these entities are discussing and evaluating how EVs can be leveraged on for improving the integration of renewables and future smart city level applications.

This positive development is, in return, generating new opportunities for advancing existing Transmission and Distribution (T&D) offerings such as demand-side management, asset management, smart transformers, as well as introducing completely new approaches for successfully integrating EV infrastructure. Much work lies ahead for the industry. However, priorities and approaches are region-specific, based on existing clean energy policies and penetration of EVs.

Research Scope:

The scope of the study predominantly focuses on utilities and elaborates their initiatives and programs targeted at mitigating the impacts of increased electricity load as a result of a growing EV fleet in the region. Forecast estimates of product markets have been provided until 2024, supporting a select number of strategies that utilities are adopting. The geographical scope of the study includes only North America.

Research Highlights:

The key objective of this research study is to analyze and understand how the growth in EVs will impact the grid infrastructure and utilities and the key strategies they use to address these impacts.

Key Issues Addressed:

  • What is the energy demand requirement due to the addition of EV? What will be the impact on the grid?
  • What are the different strategies required to overcome this?
  • What is the current and the future penetration and what are the trends in the electric vehicle market in North America?
  • What are the top growth opportunities for the utilities involved in the EV ecosystem?
  • What are the investment trends of the stakeholders in the EV space?
  • What are the implications on the value chain and how are they expected to react?

Table of Contents

1. EXECUTIVE SUMMARY

  • Introduction to Electrification of Transportation
  • Product Scope and Definitions
  • Electrification of Transportation-Key Elements
  • Key Questions this Study will Answer
  • Market Engineering Measurements-Grid Infrastructure Investments
  • Market Engineering Measurements-Utility Revenues
  • CEO's Perspective
  • Key Takeaways

2. REGIONAL TRENDS AND POLICIES

  • Regional Policies for Clean Energy Dictates High EV Penetration Rates
  • California-Market Leader in EV Penetration
  • California-Market Leader for EV Penetration (continued)
  • Hawaii-The First State to Announce Goals for Carbon Neutrality
  • Hawaii-The First State to Announce Goals for Carbon Neutrality (continued)
  • Washington-Utilities Lack Sustainable Business Plan
  • Washington-Utilities Lack Sustainable Business Plan (continued)
  • Oregon-Lacks EV Charging Infrastructure Despite High EV Penetration
  • Oregon-Lacks EV Charging Infrastructure Despite High EV Penetration (continued)
  • Other Notable Regions-Demand Supported and Driven by Tax Credits

3. THE ROLE OF UTILITIES

  • Utilities are in Three Different Stages for EV Integration-A Vast Majority are in the Emerging Stage
  • Utility Stages for EV Integration
  • Utilities-EV Programs
  • Notable Utility Programs in California
  • Notable Utility Programs in California (continued)
  • Notable Utility Programs in New York
  • Notable Utility Programs in Hawaii

4. INDUSTRY STAKEHOLDER ANALYSIS

  • Key Stakeholders for EV Electrification
  • Key Stakeholders for EV Electrification (continued)
  • EV Charger OEMs
  • EV Charger OEMs (continued)
  • Distribution System OEMs
  • Smart Meter OEMs
  • Smart Meter OEMs (continued)
  • DR Service Providers
  • EV Asset Management Service Providers
  • Generation Systems and Emerging Technologies-Peer to peer, eWallet, and Renewable Integration

5. INDUSTRY CHALLENGES

  • Lack of Inter-department Coordination
  • Customers' Lack of Knowledge About Utility Programs and Tax Credits
  • Lack of Interoperability of EV Chargers
  • Lack of Support from Homeowner Association
  • Excessive Peak Load
  • Overload of Local Distribution Transformers

6. MARKET FORECAST

  • Market Engineering Measurements
  • Grid Infrastructure Investment Forecast
  • Grid Infrastructure Investment Forecast Discussion
  • Market Engineering Measurements
  • Utility Initiatives-Revenue Forecast from EV Demand
  • Utility Initiatives-Revenue Forecast from EV Demand Discussion

7. UTILITY OFFERINGS

  • Grid Resilience Ensured Through Demand Side Management (DSM)
  • Aggregating Demand Response with EV Charging
  • Enhancing Charging Capabilities through Smart Meters
  • Enhancing Charging Capabilities through Smart Meters (continued)
  • Optimize Site Location to Reduce Congestion
  • Integrating Renewable Energy to Smart Charging Initiatives
  • Integrating Renewable Energy to Smart Charging Initiatives (continued)

8. GRID OPERATION IMPROVEMENTS

  • Distribution Grid Upgrades
  • Distribution Grid Upgrades-Smart Transformers
  • Implementing Vehicle-to-Grid (V2G) Solutions
  • Implementing V2G Solutions (continued)
  • Peak Demand Shaving with Energy Storage Solution
  • Adoption of Internet of Things (IoT)

9. GROWTH OPPORTUNITIES

  • Growth Opportunity 1-EV Charging-as-a-Service (EV-CAAS)
  • Strategic Imperatives for Success and Growth

10. LAST WORD

  • The Last Word
  • Legal Disclaimer

11. APPENDIX-EV AND EV CHARGING INFRASTRUCTURE: NORTH AMERICA

  • EV Fleet Penetration-North America
  • EV Fleet Penetration-Key Trends
  • EV Fleet Penetration-Key Trends (continued)
  • EV Charging Infrastructure-United States
  • EV Charging Infrastructure-Canada
  • Charging Infrastructure Projects
  • North American EV Charging Infrastructure-Key Trends
  • North American EV Charging Infrastructure-Key Trends (continued)

12. APPENDIX-IMPACT OF EVS ON ELECTRICITY DEMAND

  • Electricity Demand Forecast-US
  • Generation Potential Versus Demand Forecast
  • Electricity Impact Discussion
  • Electricity Impact Discussion (continued)

13. APPENDIX-EV AND OPEN STANDARDS

  • EV Charging Infrastructure Protocols
  • List of Companies in “Others”
  • List of Exhibits
  • List of Exhibits (continued)
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