Results for Light-duty Vehicle Charging
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This deck is an update to an April 8 version that showed incorrect state-level DCFC port counts on slides 11, 36-41 Results for Light-duty Vehicle Charging Lucy McKenzie, Charles Satterfield, Nick Nigro Atlas Public Policy April 21, 2021 This work was supported by the Hewlett Foundation
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Atlas would like to thank the following individuals and organizations who generously provided their expertise and data in support of this work: • Aminah Zaghab, Energy Foundation • Eric Wood and Yanbo Ge, National Renewable Energy Lab • Mike Nicholas, Nic Lutsey, and Gordon Bauer, the International Council on Clean Transportation • Eric Seilo, Southern California Edison • Erin Falquier, Chicane Labs • Adam Mohabbat, EVgo • Noel Crisostomo, California Energy Commission • Ram Vijayagopal, Argonne National Lab • Jessie Lund, Rocky Mountain Institute • Jasna Tomic, CALSTART • Ken Kresyman, Ameren • Daniel Haake, HDR • Britt Reichborn-Kjennerud and Jared Trumpetto, ConEdison • Lincoln Wood, Southern Company
• Charging infrastructure need for light-duty vehicles • Methodology overview • Next steps Note all dollar values included here are in 2020 dollars, not nominal dollars. Check the Notes section of the slides for sources etc.
$9B Depot Charging for Light-Duty Fleets $39B Publicly- Accessible Charging $22B Single-Family Home Charging $17B Multi-Unit Home $0.3B Charging Charging at Private Workplaces
Cumulative Light-duty EV Stock • National ZEV-only sales mandate from 2035; S- 100% 297 Post-2035: curve sales 2021-2034 Cumulative Light-duty EVs Adopted 90% EV sales only 267 EV stock / Total vehicle stock 80% 237 • Same EV % across all 70% 208 states and across 60% 178 Personal/Fleet LDVs (Millions) 50% 148 • Vehicle stock increases at 40% 119 U.S. EIA projected rates 30% 89 20% 59 • Transportation network 10% 30 company vehicles (Lyft, 0% - Uber) not separately modeled; included in 2032 2054 2020 2022 2024 2026 2028 2030 2034 2036 2038 2040 2042 2044 2046 2048 2050 2052 2056 2058 2060 Personal LDVs Personal Light-Duty Vehicles Fleet Light-Duty Vehicles
Cumulative charging ports needed beyond current installations to support 100% electrification of light-duty vehicle stock Depot Level 2 for light-duty 140 fleets Charging Ports Needed (Millions) Public DC Fast Charging - 120 350kW 100 Public Level 2 80 Workplace Level 2 60 Home Level 2 - Multi-unit 40 20 Home Level 2 - Single-family attached 0 Home Level 2 - Single-family detached Source for home charging access assumption: Ge and Wood “There's No Place Like Home: Residential Parking, Electrical Access, and Implications for the Future of Electric Vehicle Charging” NREL Technical Report (forthcoming).
Cumulative charging ports needed beyond current installations to support 100% electrification of light-duty vehicle stock 1,400 Charging Ports needed (Thousands) Public DC Fast 1,200 Charging - 350kW 495K by 2030 Public Level 2 1,000 800 Workplace Level 2 600 • Assumes 350kW DCFCs: 400 building lower-power ports would mean more 200 are needed 0 • Doesn’t include fast 2034 2040 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2035 2036 2037 2038 2039 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 charging needed for very long trips (> 250 miles)
Additional Charging Investment Needed to Support 100% Electrification of Light-Duty Vehicle Stock by 2060 90 87.0 Cumulative Charging Infrastructure Investment Depot Level 2 for light-duty fleets 80 73.7 70 Public DC Fast - 350kW 60.5 60 Public Level 2 ($2020 Billions) 50 48.5 40 37.7 Workplace Level 2 30 28.6 21.0 Home Level 2 - Multi-unit 20 14.9 10.3 Home Level 2 - Single-family 10 6.9 attached 0 Home Level 2 - Single-family 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 detached Installing 150kW rather than 350kW DCFC ports increases needed public charging investment from $39B to $52B
$2.56B $1.2B est. $4.5B approved remaining $709M committed utility committed committed charging infrastructure by Electrify by states infrastructure support investment America • Included in these figures is some support for medium- & heavy-duty vehicles • Some funds have already been invested • 80% of state funding and 75% of utility support are in NY + CA Source: Atlas EV Hub
Cumulative 350kW DC Fast Charging Ports Needed Through 2025, Lower Atlantic Region 25 WV Cumulative DCFC Ports Needed (Thousands) VA 2021 onward shows count of 21 350kW ports needed SC 20 1.0 NC 3.0 16 GA 0.8 2.2 15 FL 2.3 13 0.6 1.7 4.1 1.7 10 2020 figure 9 3.2 includes DCFC 0.4 1.3 1.2 4.1 ports of various 2.5 6 power levels 1.0 3.3 1.8 2.5 5 1.8 6.6 2 5.2 3.9 2.9 0 2020 2021 2022 2023 2024 2025 Other regions show a similarly step increase in needed ports. See Appendices for additional charts.
Needed Investment to Install Public Charging 2021-2030, Calculated Using Costs for 2 Ports per Site vs. 6-10 Ports per Site 50 $8.6B 45 40 35 $2020 Billions 30 25 20 15 10 5 0 2 ports per site 6-10 ports per site (used in all analyses) Source: Atlas analysis using per-port costs from The International Council on Clean Transportation, 2019, "Estimating electric vehicle charging infrastructure costs across major U.S. metropolitan areas"
Charging = EV adoption x Ports needed per x Cost per port investment need vehicle by state, charging split by personal / by charging type, by charging type, type, year fleet vehicles, state state, year by state, year Investment in Scale labor costs by public, workplace, state differences; and depot ports is User can choose to assumed to be reduce input costs needed ahead of over time adoption
Ports needed per vehicle Years built prior to associated EV Vehicle type Charging type kW power level adoption Home Level 2 - Single-family detached Sufficient to fully 0 Home Level 2 - Single-family attached recharge vehicle 0 Personal light-duty Home Level 2 - Multi-family overnight 0 vehicles Workplace Level 2 6.6 kW 2 Public Level 2 6.6 kW 5 Public DCFC 350 kW 5 Fleet light-duty vehicles Depot Level 2 6.6 kW 2
Ports needed ’ per vehicle Extrapolation of EVI-Pro-Lite Public L2 Charging Need • 100% 250-mile BEVs 6,000 CA: y = 51251x + 172.2 • We extrapolate beyond R² = 0.9998 5,000 TX: y = 43584x + 189.8 NREL’s 10% adoption level R² = 0.9991 with linear trends 4,000 Public L2 Ports FL: y = 31611x + 168.2 • 10% of CA vehicles (~2M) is R² = 0.9993 3,000 > total vehicles in 35 states NY: y = 23605x + 78.533 R² = 0.9998 • CEC/NREL analysis shows linear 2,000 relationship for 5M CA vehicles 1,000 CO: y = 10426x + 46.667 R² = 0.9992 • For DCFC, we scale NREL’s analysis of needed 150kW 0 0% 2% 4% 6% 8% 10% 12% capacity to 350kW ports EV Adoption as % of Personal LDVs
Ports needed per vehicle • 70% of daily driving under 40 miles; 95% under 100 miles • EVI-Pro-Lite & our analysis do not capture kWh needed for >250- mile trips Source: NREL EVI-Pro –Lite Assumptions and Methodology
Ports needed per vehicle NREL survey/model: at 100% adoption, share All fleet charging 50% of vehicles have of vehicles parked near home charging access outlet or where owners assumed to occur at think new electrical install could occur depots Based on data from NYSERDA All home charging is L2 With power sufficient to Assume two LDV fleet rebate fully charge overnight recipients & vehicles per port conversations with NREL Census data from NREL Single-family attached, provides % of vehicles Single-family detached, parked in each type of Multi-family housing, by state
Ports needed per vehicle Public charging ports in Colorado, by Network • We net out existing public charging from EV Hub • Existing home, workplace and depot charging are assumed to be sufficient to serve existing EVs Source: Atlas EV Hub
Cost per port (by charging type, Cost per port state) Other • Workplace, public and depot charging costs are based materials, on average installed costs for 6+ ports per site EVSE permits, Charging Type Labor hardware taxes Total • Labor costs assume prevailing wages Home L2 - Single-family $583 $391 $- $974 • ‘Other materials’ includes typical utility upgrade costs detached * for Workplace Charging, Depot Charging, Public L2 and Home L2 - Single-family $2,027 $400 $- $2,428 up to 10 DCFC ports per site attached * • Excludes: Home L2 – Multi-family $3,345 $512 $- $3,857 • Cost of utility network upgrades caused by home Workplace L2 $1,435 $1,488 $900 $3,823 charging • Utility upgrade costs beyond 10 x 350kW DCFC ports / Public L2 $1,579 $1,817 $1,110 $4,507 site, at high-cost distribution sites, or as they may change at higher levels of EV adoption Public DCFC - 350kW $15,963 $141,907 $15,422 $173,292 • Site selection costs Depot L2 – LDV $1,435 $951 $900 $3,286 • Site upgrade costs: lighting, striping, signage, security, Source: Atlas analysis of cost data from The International Council on Clean Transportation, 2019 landscaping • Replacement EVSE hardware at end of useful life *Home charging costs are a weighted average of costs for homes requiring charging upgrades and those that do not, as reported currently for California. • Maintenance • Communications costs for networked chargers • On-site battery and solar costs
Cost per port EVSE Hardware Cost – Public DCFC 350kW $150,000 $140,000 • 3% is assumption used by the ICCT (2019) for their 2019 – $2020 $130,000 $120,000 2025 charging cost analysis $110,000 • We do not reduce cost of labor $100,000 or other materials over time $90,000 2020 2030 2040 2050 2060 $2,000 EVSE Hardware Cost – Other Charging Types Public L2 $1,500 Workplace L2 $2020 $1,000 Depot L2 - LDV Home L2 - Multi-Unit $500 Home L2 - Single-family attached $0 2020 2030 2040 2050 2060 Home L2 - Single-family detached
0% 100% 120% 140% 160% 20% 40% 60% 80% National Average Illinois Hawaii Alaska Massachusetts New Jersey Minnesota Washington New York Connecticut California District of Columbia Oregon Wisconsin North Dakota Missouri Rhode Island Wyoming Pennsylvania Michigan Delaware Ohio Colorado Nevada Montana Indiana Maryland New Hampshire Iowa West Virginia Utah Kentucky Louisiana Virginia Construction and Extraction Occupations Maine Vermont State Median Hourly Wage as % of National Average, Arizona Nebraska Kansas Texas Oklahoma New Mexico Alabama Source: Standard Occupational Classification System Code 47-0000, U.S. Bureau of Labor Statistics Occupational Employment Statistics, May 2019 Idaho Tennessee South Carolina Georgia North Carolina South Dakota Florida Mississippi Cost per port Arkansas
Charging investment need Where discounted results are reported, we use a 2% real discount rate • This follows guidance put forth by the Council of Economic Advisers in 2017
• Working on a similar assessment for MD/HD trucks and will share results late Spring. • Publishing a public version of the INSITE tool late Summer.
• Tool will be freely available and Use Cases built in Microsoft Excel ✓Input to jobs analyses • First Release Q3 2021 ✓Deep dives on individual states • Possible future updates: ✓Input to distribution planning • Add data from NREL EVI-Pro 2, models EVI-RoadTrip if/when available ✓Assess cost savings from res and commercial EV-friendly • Annual update with latest data building codes from U.S. EIA, FHWA, etc. ✓Assess impacts of novel home charging access approaches
Lucy McKenzie, Charles Satterfield, and Nick Nigro lucy.mckenzie@atlaspolicy.com charles.satterfield@atlaspolicy.com nick.nigro@atlaspolicy.com
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3 CASE STUDIES OF LEADING UTILITY ZETA MEMBERS’ APPROACH TO MANAGING DISTRIBUTION SYSTEM IMPACTS OF EVS: 1. Southern California Edison, CA Program Name Program Description Distribution system In its Pathway 2045 report, SCE identifies the need to electrify 75% of passenger vehicles, 67% of medium-duty vehicles, and planning & costs 38% of heavy-duty vehicles by 2045 to achieve CA’s greenhouse gas emissions reductions goals. The report forecasts electricity forecasts demand based on these EV adoption targets and performs analysis to estimate the required distribution system upgrades and the associated costs in order to reliably meet that demand. The report finds that these costs would come to about $4 billion. The report also includes analysis on how much additional energy storage would be needed given different levels of “flexibility” in EV charging load Time-of-use (TOU) SCE offers and encourages the use of several time-of-use (TOU) rates to encourage off-peak charging. Participation in SCE’s rates utility-funded charging infrastructure programs such as the Charge Ready programs requires enrollment in a TOU rate. All SCE's commercial rates are TOU. For residential customers, SCE also offers TOU-D-PRIME, which features on-peak, off-peak, and super off-peak periods and differs on weekends and in the summer vs. the winter. Demand Response SCE offers residential and commercial customers the option to participate in DR programs. These programs offer incentives to (DR) Programs customers for reducing their electricity use when demand is high, including by disconnecting EV loads. DR programs help utilize existing grid infrastructure more efficiently and can help defer or costs of grid upgrades. Smart Charging SCE offers several programs to support the installation of EV charging stations at workplaces, multi-unit dwellings, schools, Technology parks, and other public locations. In order to ensure preparedness for efficient grid integration, Southern California Edison Requirements requires participating charging projects to install “smart” charging technology capable of a variety of functions that enable grid integration such as demand response capability. Several programs also require participants to take part in DR programs.
2. Consolidated Edison, NY Program Name Program Description SmartCharge off-peak Offers EV drivers financial incentives to charge their vehicles during off-peak hours. As of September 18, 2028, the program incentives includes medium- and heavy-duty vehicles . Time-of-use (TOU) rates Offers lower rates for off-peak charging. ConEd offers a whole-house TOU rate and an EV-only TOU rate (which requires a separate meter). On-board telematics ConEd is exploring the use of onboard telematics to inform system planning. A 3-month pilot program offered Honda program Clarity PHEV drivers financial incentives to share charging data, and additional incentives to charge off-peak. A full-scale version of the program was launched in 2020. They have also contracted with Ford and BMW to explore onboard telematics. ~ $36M annually to ConEd was authorized in its last rate case to invest an average of $36 million annually from 2022-2022 in improving the enhance distribution distribution system from a safety, reliability, resiliency, efficiency, and automation standpoint. These planned improvements system account for increasing penetration of distributed energy resources (DERs), including EVs . $3.7M DERMs $3.7 million approved to develop and evaluating ConEds’ DERMS (distributed energy resource management system). The goal programs of DERMS functionality is to allow grid operators to monitor and forecast DER activity, such as EV charging, in order to increase grid flexibility and resiliency as more DERs connect to the grid. Grid upgrades for DER Investing in grid upgrades to allow management of bi-directional power flows, which is essential as DER penetration integration increases. For example, ConEdison is upgrading 2,000 network protector relays, which will allow DERs to export power. $1.1M School Bus V2G ConEdison invested in 5 electric school buses in White Plains, NY that will provide vehicle-to-grid services during the summer Demonstration Project months.
3. Georgia Power, GA Program Name Program Description Develop and evaluate Over three years, from 2019-2021, Georgia Power will evaluate a DERMS to integrate various DERs into the distribution Distributed Energy system in an optimal way. The goal is to implement a market-ready, technology-indifferent hardware and software solution Resource Management that allows real-time, central monitoring of DERs. The evaluation process, will include demonstration projects where System (DERMS) Southern Company will test DERMS with proven technologies. Non-Wires Alternatives Distributed Energy Resources (DERs), including EVs, may require increased grid flexibility but can also help provide increased (NWAs) grid flexibility. Georgia Power will consider NWAs, such as the use of DERs, alongside traditional transmission and distribution solutions to determine the best solution in a given situation from a reliability, cost, and lead-time perspective. PEV TOU Rate Georgia Power offers EV drivers a Plug-In Electric Vehicle Time-of-Use Rate (PEV TOU) to encourage off-peak charging by offering lower electricity rates during off-peak hours and even lower rates during “super off-peak hours .” Working with EPRI to Georgia Power is working with the Electric Power Research Institute (EPRI) as well as major vehicle manufacturers to study study EV charging grid the impacts of EV charging load on grid reliability and to develop strategies to integrate EV charging load cost-effectively and impacts beneficially. Among other topics, Georgia Power is studying the potential benefits of vehicle-to-home (V2H) and vehicle-to- grid (V2G) applications for EV charging. Demand-Side Georgia Power offers DSM programs for residential and commercial customers such as programs for “smart” products like Management (DSM) EVs that can provide demand response. DR programs help utilize existing grid infrastructure more efficiently and can help Programs defer or costs of grid upgrades.
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Additional Charging Investment Needed to Support 100% electrification of light-duty vehicle stock $45 Cumulative Public Charging Investment Needed $40 $38.8 Midwest $35.4 $35 Lower Atlantic $31.3 $12.1 $30 $11.0 Central Atlantic $27.2 ($2020 Billions) $9.8 $25 $23.0 $6.8 New England $8.5 $18.9 $6.2 $20 $7.2 $5.5 Rocky Mountain $4.5 $15.1 $6.0 $4.8 $4.1 $15 $3.6 $1.8 $4.1 $1.6 $11.5 $4.8 $3.1 $1.9 West Coast $3.4 $1.5 $1.7 $10 $8.4 $3.7 $2.6 $1.3 $1.5 $2.7 $2.2 $0.9 $1.1 $1.3 $6.1 $5.9 $0.7 $2.7 $0.7 $1.1 $5.5 $2.1 $0.5 $1.7 $4.9 Gulf Coast $0.9 $4.2 $5 $1.9 $1.5 $0.4 $1.3 $0.7 $3.5 $0.3 $1.0 $2.8 $1.1 $2.2 $0.3 $1.1 $0.4 $1.6 $0.6 $4.0 $4.6 $5.2 $5.7 $2.3 $2.8 $3.4 $1.7 $- $0.9 $0.6 $1.3 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Cumulative Personal Light-Duty EVs on the Road, by Region 60 Personal Light-duty EV adoption (millions) 53.6 Midwest 50 14.4 Lower Atlantic 42.2 40 Central Atlantic 11.4 31.9 9.8 30 New England 8.6 7.7 23.1 6.8 Rocky Mountain 2.4 20 6.2 5.8 5.3 2.1 16.1 1.9 4.2 4.0 1.6 West Coast 4.3 10.8 1.0 1.4 11.0 2.9 1.2 10 2.9 8.7 7.0 2.9 0.7 4.6 2.0 2.0 0.9 6.6 3.1 1.9 0.5 Gulf Coast 2.4 1.3 0.9 1.4 0.6 4.8 1.5 0.3 0.4 3.3 5.6 7.2 1.4 2.2 3.1 4.3 0.9 0.3 1.4 2.1 0 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030
Total Needed DCFC investment 2021 – 2025 per Personal Light-Duty EV Adopted 2021-2030 (before accounting for DCFC already installed) 120 We also see smaller 100 regional differences in needed investment due to: 80 • # existing DCFCs installed $2020 60 • differences in labor cost 40 20 0 Rocky Mountain Midwest Gulf Coast New England Lower Atlantic Central Atlantic West Coast
Cumulative 350kW DC Fast Charging Ports Needed to Through 2025, Gulf Coast Region 20 2021 onward shows count of 18 17 350kW ports needed 16 TX DCFC Ports Needed (Thousands) 14 14 8.5 NM 12 11 MS 10 6.7 1.0 LA 8 2020 figure 8 5.1 includes DCFC 1.4 0.8 6 ports of various 6 3.8 AR 1.1 1.9 power levels 0.6 0.8 1.5 4 1.6 AL 0.4 1.2 1.3 0.9 1.0 2 1 0.7 0.6 2.4 3.0 1.4 1.9 0 2020 2021 2022 2023 2024 2025
Cumulative 350kW DC Fast Charging Ports Needed to Through 2025, Central Atlantic Region 14 13 2021 onward shows count of 12 350kW ports needed 10 4.5 PA DCFC Ports Needed (Thousands) 10 NY 8 3.6 8 NJ 2020 figure 4.4 includes DCFC 6 2.7 MD 6 ports of various 2.1 3.4 power levels 4 DC 4 1.9 2.6 1.8 2 1.4 DE 0.8 1.1 2 1.4 0.6 1.1 0.8 0.6 0.8 0.5 0.4 0 0.4 0.2 0.3 0.2 2020 2021 2022 2023 2024 2025
Cumulative 350kW DC Fast Charging Ports Needed to Through 2025, West Coast Region 18 17 0.5 2021 onward shows count of 16 0.5 HI 350kW ports needed 1.0 1.6 AK DCFC Ports Needed (Thousands) 14 0.4 13 2020 figure NV includes DCFC 0.4 2.6 12 0.8 ports of various OR power levels 1.3 10 9 0.3 AZ 2.0 3.0 0.6 0.3 WA 8 7 0.9 0.2 6 2.3 CA 0.2 1.5 6 0.4 1.7 4 1.1 7.9 4 0.7 5.6 1.2 5.9 2 4.0 2.4 0 2020 2021 2022 2023 2024 2025
Cumulative 350kW DC Fast Charging Ports Needed to Through 2025, Midwest Region 40 WI 2021 onward shows count of 36 TN 35 350kW ports needed 3.0 SD 3.1 0.7 DCFC Ports Needed (Thousands) 29 OK 30 1.7 OH 2.4 25 2.4 0.6 4.8 ND 22 0.5 1.4 NE 1.8 0.9 20 0.4 3.8 0.4 2.6 1.9 MO 2020 figure 16 1.0 2.5 0.7 2.9 2.0 MN 15 includes DCFC 0.3 3.8 2.0 ports of various 11 0.5 MI 1.6 3.0 power levels 1.5 2.4 10 1.2 KY 2.3 1.9 0.7 1.0 2.0 1.5 1.6 KS 5 1.2 3.0 3 2.4 IA 1.2 1.8 2.3 3.0 3.8 0 IN 2020 2021 2022 2023 2024 2025 IL
Cumulative 350kW DC Fast Charging Ports Needed to Through 2025, New England Region 6 2021 onward shows count of 5 350kW ports needed VT 5 0.5 0.4 RI DCFC Ports Needed (Thousands) 4 4 0.4 0.7 NH 0.3 MA 3 0.6 3 0.3 ME 2020 figure 0.2 1.8 includes DCFC 2 0.4 0.2 1.4 CT ports of various 2 power levels 0.2 2 1.1 0.8 0.3 0.8 0.6 1 1 0.5 0.3 1.1 0.7 0.9 0.5 0 2020 2021 2022 2023 2024 2025
Cumulative 350kW DC Fast Charging Ports Needed to Through 2025, Rocky Mountain Region 6 6 2021 onward shows count of 350kW ports needed 0.6 WY 5 DCFC Ports Needed (Thousands) 4 UT 1.0 0.5 4 MT 3 0.8 1.1 3 0.4 ID 2020 figure includes DCFC 0.6 0.9 2 ports of various 1.0 CO 0.3 0.7 2 power levels 2 0.8 0.5 0.4 0.6 1 0.4 1 1.9 1.5 1.1 0.8 0.5 0 2020 2021 2022 2023 2024 2025
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