Results for Light-duty Vehicle Charging

Page created by Keith Elliott
 
CONTINUE READING
Results for Light-duty Vehicle Charging
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
Results for Light-duty Vehicle Charging
Our Key Focus Areas
                                            •   Access: Collect and
                                                disseminate publicly available
                                                information.
                                            •   Interpret: Create dashboards
DC-based policy tech firm started in 2015       and tools to spur insights and
                                                conduct data-driven analyses.
We equip businesses and policymakers to     •   Empower: Strengthen the
make strategic, informed decisions that         ability of policymakers,
serve the public interest                       businesses, and non-profits to
                                                meet emerging challenges
                                                and identify opportunities that
                                                serve the public interest.
Results for Light-duty Vehicle Charging
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
Results for Light-duty Vehicle Charging
• 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.
Results for Light-duty Vehicle Charging
$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
Results for Light-duty Vehicle Charging
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
Results for Light-duty Vehicle Charging
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).
Results for Light-duty Vehicle Charging
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)
Results for Light-duty Vehicle Charging
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
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.
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
You can also read