The Electric Vehicle Market: A Powerful New Opportunity

Transcription

1 The Electric Vehicle Market: A Powerful New Opportunity Date: Thursday, October 28th Time: 9:45 a.m. to 10:45 a.m. Speakers: Bob Graham, U.S. Department of Energy Michael Krauthamer, NRG EVgo Britta Gross, General Motors Randy Johnson, Southern Company Anthony Lambkin, Nissan North America

2 SEEA Atlanta, GA 29 October 2015 BRITTA K. GROSS DIRECTOR, Advanced Vehicle Commercialization Policy

3 GM s Plug-in EV Models EVs with Extended Range EREVs Chevrolet Volt Cadillac ELR (EV with Extended Range) All-battery BEVs Chevrolet Spark EV (BEV) California, Oregon, Maryland

4 GM s Plug-in EV Models EVs with Extended Range EREVs Chevrolet Volt Cadillac ELR (EV with Extended Range) All-battery BEVs Chevrolet Spark EV (BEV) California, Oregon, Maryland Next Gen Volt (Fall 2015) Chevrolet Bolt EV (Available Nationwide - soon)

5 Electric Vehicle (with a Range-Extender) Volt Total Range > 400 miles BATTERY > 50 miles Electric Drive + EXTENDED RANGE > 350 miles Driving on Gasoline EPA label: 106mpge (53 miles) + 42mpg comb = total 420 mile range EPA label: Saves $5,500 in fuel costs over 5 years

6 2 nd Generation EREV: Chevrolet Volt (Fall 2015) More range 420 mile total range EV miles (40% improvement) More fuel economy 41 MPG / 102 MPGe More performance 0 to 30 in 2.6 seconds (19%); 0 to 60 in 8.4 seconds (7%) $33,995 ($26,495 after federal incentives) Sporty, efficient exterior design More user-friendly interior Gen 2 Volt owners may expect Nearly 90% of trips will be all EV (in moderate climates, such as CA, TX and FL) More than 1,100 miles between gasoline fill ups To displace 25% more gasoline

7 2 nd Generation BEV: Chevrolet Bolt EV Industry-changing Battery Electric Vehicle 200 mile range (2.5x improvement over Gen 1) $30,000 (net federal incentives) 50-state availability To be built in Michigan at Orion Assembly

8 Chevrolet Volt Awards TOP 10 VEHICLES AWARD TECHNOLOGY Best Engineered Vehicle of 2011 by SAE International s Automotive Engineering International (AEI) OnStar RemoteLink Volt Mobile App 2011 World Green Car Ampera - Rallye Monte-Carlo Des Énergies Nouvelles Consumer Electronics Show TOP PRODUCTS Award EDITOR S CHOICE AWARD AUTOMOTIVE EXCELLENCE Breakthrough Technology Award TOP SAFETY PICK

9 Chevrolet Volt Battery Cell Quality Total Miles Driven = 1 Billion miles EV Miles Driven = 700 Million miles Fuel Saved = 36 Million gallons + 22 Million battery cells produced Fewer than 2 problems per million cells produced Pharmaceutical-level quality Industry-leading battery quality

10 Volt Customers Describe Their Car J.D. Power APEAL winner for satisfied customers for three years

11 Infrastructure Priorities Home Charging: ($1.70 per night for 40 miles of EV driving U.S. avg) 60-80% of all charging is done at the home 50% of Volt buyers use a 120V outlet (L1) to charge overnight Workplace Charging: DOE data shows employees with access to workplace charging are 20X more likely to purchase an EV (both L1 and L2 charging can make sense) Proving to be the most helpful promoter of PEVs through awareness and incentive Public Charging DC fast-charging: Home-Charging Alternative for MDUs (apartments/condos, townhomes, ) Destination Charging: expand drivable EV range for 1-charge-stop trips)

12 GM / EPRI / Utility Collaboration: Largest existing auto-utility collaborative effort -- formed in 2007 Over 50 utility members and the Electric Power Research Institute (EPRI) Focus areas: Aligned Messaging and Policy Priorities, Customer Outreach and Infrastructure, Vehicleto-Grid Technology, New Business Opportunities BC Hydro Manitoba Hydro Snohomish County PUD No. 1 Seattle City Light Hydro-Québec Avista Corp. Portland General Electric PacifiCorp NY ISO Great River Energy Central Hudson UPPCO Hydro One Northeast Utilities Dairyland Power CMS Rochester G&E United Illuminating We Energies LBW&L EnWin NYPA ConEd NStar Madison G&E PJM National Grid / LIPA Nebraska Public Power Dist. DTE WPS I&M FirstEnergy PSEG Sacramento Municipal UD NV Energy Lincoln Electric ComEd Constellation Energy AEP PECO Hetch Hetchy W&P Tri-State G&T Great Plains Energy Hoosier Appalachian Pepco Pacific Gas & Electric IP&L Ameren Power Kentucky Dominion Southern California Edison Services Power Duke Energy LA DWP Salt River Project Progress Energy Tennessee Valley Authority Arizona Public Service OGE San Diego Gas & Electric Arkansas PSO Southern Company - TEP Electric Coop Georgia Power Mississippi Power SWEPCO Oncor Alabama Power JEA Gulf Power Golden Valley Electric Assn. Austin Energy CenterPoint Energy CPS Energy TECO OUC FPL Progress Energy Hawaiian Electric Co.

13 What will it take to Grow the PEV Market? Drive Consumer Demand! Keep a Laser-like Focus on the Vehicles Build Awareness National Awareness Campaign Ride and Drives Butts-in-Seats Install Charging Infrastructure at a faster pace (incl. role for utilities) Workplace Charging Public DC (SAE Combo) Governments Grow and maintain incentives until we reach a meaningful tipping point

14 THANK YOU

15 Anthony Lambkin EV Infrastructure Manager Nissan North America

16 Nissan LEAF US sales: ~90,000 Worldwide sales: ~200,000 Best in class range: 107 mi Confidential: Not for circulation 16

17 Then: October 2013 Gas: $3.34 PHEV:BEV sales: ~2:1 Now: September 2015 Gas: $2.37 BEV:PHEV sales: ~2.5:1

18 Other trends State vehicle incentives EV model choice Tech awareness & experience Infrastructure Buyer age & HHI Buyer diversity Buyer cost consciousness Anticipation for future tech

19 Opportunities Estimated LEAF energy usage in Atlanta today: 155,000 kwh Estimated LEAF C0 2 e savings in Atlanta today: 340,000 lbs

20 Randy Johnson, Director Electric Transportation SEEA Oct 29, 2015

21 SO Beliefs on Electric Transportation Our beliefs drive our strategy Electric Transportation has the potential to significantly impact energy sales growth, energy security and environmental issues for Southern Company. Key drivers for ET adoption are financial (e.g., tax credits, incentives, reduced costs, HOV lane access), education/awareness and strategic charging infrastructure. Southern Company can influence the speed and acceptance of ET by being a visible leader in these key drivers. Southern Company can solidify its brand and make money on Electric Transportation There is a meaningful market to address for Electric Transportation Southern Company will need to enter into targeted partnerships to be successful

22 Electric Transportation Strategy Alabama, Georgia, Gulf, Mississippi, SCS Growth Readiness & Education Leadership Research & Development Commercial & Industrial Forklifts Seaports Mining Airports Overland Conveying Railways Med/Heavy trucks Refrigerated trucks Delivery trucks Mass transit Residential Plug in Electric Vehicles PEV Rates & Rider Options Programs & Incentives Market & Customer Analytics Infrastructure Residential Workplace Community Education & Outreach Internal External Partnerships & Collaboratives EEI EPRI EDTA/GED Clean Cities NGOs OEMs EVSPs SO Fleet Southern Company Charging Technology Network Operators Vehicle Smart Charging Wireless DC Fast Charging Vehicle Technology Driveline Efficiency VIA truck demonstration Alternative Technologies Fuel Cell CNG

23 What Have We Done? SO APC GPC Gulf MPC PEVs registered in states 24, (AL) 16,382 (GA) 7, PEVs registered in SO 9, , Customers on PEV rate 2, n/a SO facilities Fleet Demo PEVs Employee EV Owners Rebate Programs $500/charger $750/EV customer $250/dealer $500 Business $500 Nissan $250 Res $100 Builder $500/charger $750/EV customer $250/dealer n/a Other Initiatives Over 300 events touching 250,000 customers $5,000 GA state tax credit ended June 30, 2015 EV Pool Car Program - 53 employees 11/4/2015 9:01 AM

24 Georgia Power s Electric Transportation Plan Education/Awareness Launched in 4Q 2014 Fleet EV s 31 Residential Energy Services Auditors in PEV s Residential Charging $250 Incentive for L2 charger beginning 1Q 2015 $100 Incentive for builder for PEV ready garage Business Charging $500 Incentive for L2 charging beginning 4Q 2014 $500 Nissan matching Incentive for L2 charging beginning 4Q 2014 Community Charging 11 charging islands at GPC owned sites beginning Q additional charging islands on public sites (25 per year in )

25 2015 ET Initiatives Regional Advertising/Education Campaign Infrastructure Residential Workplace Public Incentives Utility ET Role Growth Readiness & Education Leadership Research &Development

26 NRG EVgo Overview Presentation to October 29, 2015 Michael I. Krauthamer

27 We are building: A first-of-its-kind inclusive national network of residential, workplace, and public fast charging stations united by affordable, simple charging plans. October 29,

28 Largest Fast Charging Network in America Seattle Portland Boston Bay Area Monterey Santa Barbara Sacramento Fresno Salt Lake City Denver Chicago Nashville Washington DC Raleigh New York Philadelphia LA Basin San Diego Phoenix Austin Dallas-Ft Worth Atlanta Orlando Current Markets End of 2015 Markets Houston Miami October 29,

29 Importance of Fast Charging 1 DC Charger 2 DC Chargers After 2nd Quick Charger Located After 2nd Quick Charger Located Batteries were used less than 50% Batteries were more fully utilized October 29,

30 Others EVgo October 29, 2015 Ad-Hoc Comprehensive Network Network 30

31 The Preferred Partner October 29,

32 Michael I. Krauthamer Mobile: #EVgo 32

33 Session Evaluation On the Conference App Find The Electric Vehicle Market: A Powerful New Opportunity Under Session Evaluations on the Conference App To download app search SEEA - AESP SE 2015