Electrifying and Ecosystem: The Electric Mobility Revolution in - - PowerPoint PPT Presentation
Electrifying and Ecosystem: The Electric Mobility Revolution in (Southern) California LOS ANGELES COUNTY ECONOMIC DEVELOPMENT CORPORATION (LAEDC) Presented by Tyler Laferriere Associate Economist, Institute for Applied Economics @LAEDC 4.63
The Electric Mobility Revolution in (Southern) California
LOS ANGELES COUNTY ECONOMIC DEVELOPMENT CORPORATION (LAEDC)
Presented by Tyler Laferriere Associate Economist, Institute for Applied Economics @LAEDC
2 1 2 1 1 2 1 2 2 1 3 2 1 4 2 1 5 2 1 6 2 1 7 2 1 8 2 1 9 2 2 2 2 1 2 2 2 2 2 3 2 2 4 2 2 5 2 2 6 2 2 7 2 2 8 2 2 9 2 3
Annual New ZEV registrations to Meet California's Goal (in Millions)
50% of New Registrations by 2030 100% of New Registrations by 2030 5 Million Goal Linear Trend
Source: DMV Registration Data; Estimates by LAEDC.
7.38 million ZEVs by 2030 5.0 million ZEVs by 2030 4.63 million ZEVs by 2030 2.78 million ZEVs by 2030
1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 3/2010 6/2010 9/2010 12/2010 3/2011 6/2011 9/2011 12/2011 3/2012 6/2012 9/2012 12/2012 3/2013 6/2013 9/2013 12/2013 3/2014 6/2014 9/2014 12/2014 3/2015 6/2015 9/2015 12/2015 3/2016 6/2016 9/2016 12/2016 3/2017 6/2017 9/2017 12/2017 3/2018 6/2018 9/2018 12/2018 3/2019 6/2019 9/2019
Number of Rebates
Exhibit 6-2: CVRP Rebates Over Time
PHEV BEV FCEV Other
Source: California Clean Vehicle Rebate Project, 2019
Passenger Vehicle Companies Headquarters
Ø Fisker Inc Ø Mazda Ø Honda Ø Seres EV Ø Karma Automotive Ø Canoo Ø Ampere Motor Ø Zero Labs Ø Independent Electric Vehicles Ø Faraday Future Ø Lucid Motors Ø Tesla
Design & Tech Studios
Ø Volvo Ø Aria Group Ø Five Axis Ø Ford Ø Hyundai Ø Tesla Ø Kia Ø General Motors Ø Honda/Acura Ø Toyota Ø Honda Ø BMW Designworks Ø Volkswagen Group Ø Audi Ø Icona Design Group Ø Geely Ø Toyota Ø Mercedes-Benz Ø Nissan
Manufacturing
Ø Hino Motors Manufacturing Ø TABC Inc. Ø Tesla Ø Karma
R&D
Ø Aptiv Ø Nissan Ø VW Technical Center Ø Seres EV Ø Volkswagen Ø Byton
Bus, Truck and Tram Companies Headquarters
Ø Proterra Ø US Hybrid Ø Trams International Ø Adomani Ø Stealth EV Ø Tesla Ø Coach West Ø Ebus Ø TiG/M Ø Zero Truck Ø Phoenix Motors Ø BYD North America Ø Transpower Ø Gillig LLc Ø Motiv Ø XOS Trucks
Other Bus, Truck and Tram Companies
Ø Volvo Ø El Dorado National Ø Lion (eSchool Bus) Ø CCW: Complete Coach Works Ø Aston Bus Ø Mercedes-Benz Ø Rivian Auto Tech Center Ø Green Power Sales Ø Proterra (Manufacturing) Ø Motiv Ø CCW: Complete Coach Works Ø Rivian Auto (Battery Electric) Ø Mitsubishi Ø Green Power (Manufacturing) Ø New Flyer Ø Rivian Auto (Electric Power Conversion) Ø Advanced Vehicle Manufacturing
EV Charging and Alternative Energy Companies Headquarters
Ø MOEV Ø Powerflex Systems Ø EVgo Ø Tritium Ø Volta Ø Enevate Ø Farasis Ø Noodoe Ø Balqon Ø Advanced Power Ø Clean Fuel Products Connection Ø Concorde Battery Ø H2 Frontier Ø Recargo/Plugshare Ø Trojan Battery Ø Quantum Fuel Systems Ø Freewire Technologies Ø Caleb Corporation Ø Intelligent Energy Ø Chargepoint Ø Clipper Creek Ø EV Safe Charge Ø Evconnect
Other Energy Related Charging & Fueling Companies
Ø Smart Charge America Ø Iwatani Corporation of Air Products Ø Blink Charging Ø NEL Hydrogen Ø America Ø ITM Power Ø Stratos Fuels Ø FirstElement Fuels Ø Greenlots Ø Hyperion Motors, Inc. Ø Biofuels Energy Ø EDF Renewables Ø EV Grid Ø California Lithium Battery
40% 15% 21% 10% 8% 5% 2%
GHG Emissions by Source, 2017
Transportation Electric Power Industrial Commercial & Residential Agriculture High GWP Recycling & Waste
Source: CARB70.6% 21.1% 5.8%2.5%
Share of Emissions by Transportation Sector, 2017
Passenger Vehicles Heavy Duty Vehicles Aviation + Rail + Ships Off-Road + Unspecified
Source: CARB 1 2 3 4 5 6
1 9 9 2 1 9 9 3 1 9 9 4 1 9 9 5 1 9 9 6 1 9 9 7 1 9 9 8 1 9 9 9 2 2 1 2 2 2 3 2 4 2 5 2 6 2 7 2 8 2 9 2 1 2 1 1 2 1 2 2 1 3 2 1 4 2 1 5 2 1 6 2 1 7 2 1 8 2 1 9
# of Nonattainmnets
Nonattainment of Emission Standards, SCAQMD region
8-Hour Ozone (2008) 8-Hour Ozone (2015) Carbon Monoxide (1971) Nitrogen Dioxide (1971) PM-2.5 (1997) PM-2.5 (2006) PM-2.5 (2012) Source: EPA
Electric Vehicle Industry Ecosystem Definition NAICS Industry 221 Utilities 238 Specialty Trade Contractors 335 Electrical Equipment, Appliance and Component Manufacturing 336 Transportation Equipment Manufacturing 423 Merchant Wholesalers, Durable Goods 441 Motor Vehicle and Parts Dealers 485 Transit and Ground Passenger Transportation 511 Software Publishers 523 Securities, Commodities Contracts and Other Financial Investments 524 Insurance Carriers and Related Activities 541 Professional, Scientific and Technical Services 551 Management of Companies and Enterprises 561 Administrative and Support Services 611 Educational Services (Vocational Training) 624 Vocational Rehabilitation 811 Repair and Maintenance 999 Unclassified Source: Dun & Bradstreet, BLS; Definition by LAEDC
ECO NO M IC D EV ELOP M ENT RESEARCH AU TH O RITY Ca l i fo rn i a E V j o bs i n 2018: 2 7 5 , 60 0 Ca l i fo rn i a E V j o bs i n 2023: 312 , 0 0 0 Me di an wage : $ 9 1, 30 0
e mpl oy me nt g rowt h So Cal E V j o bs i n 2018: 119 , 2 0 0 Me di an wage : $ 80 , 9 0 0 So Cal E V j o bs i n 2023: 152 , 2 0 0 2 7 . 7 % e mpl oy me nt g rowt h
ECO NO M IC D EV ELOP M ENT RESEARCH AU TH O RITY Ca l i fo rn i a E V j o bs i n 2018: 2 7 5 , 60 0 Me di an wage : $ 9 1, 30 0 So Cal E V j o bs i n 2018: 119 , 2 0 0 Me di an wage : $ 80 , 9 0 0
10,000 15,000 20,000 25,000 30,000 35,000 40,000
Utilities Construction Manufacturing
Retail Trade
Management Personal Services Tech, Educ and Other
SoCal EV Ecosystem Employment by Industry, 2018 and 2023 Forecast 2023 2018 EV Jobs in SoCal by 2023: 152,200
Source: BLS QCEW; Estimates by LAEDC
vGovernment procurement preference for EV product from CA companies. vCreate a state incentive for EV manufacturing. vExpand purchase incentives for EVs (such as rebates, trade-in credits) for consumers, business, and fleets. vAnticipate declines in the $7500 federal credit and replace or augment with state incentives.
vEstablish a California Green Mobility Commission to support job growth and industry competitiveness vIncentivize, daytime (workplace) charging to align electricity demand with peak solar production, to best utilize California’s renewable energy assets. vA buy-EV statewide marketing campaign.
https://laedc.org/2020/03/01/laedc-ev-industry-report/