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NASEOCharleston, SC
ET Industry UpdateMay 2, 2017
2
EV Market is Resilient and Growing
• Consumer interest increasing with greater vehicle range• Battery advancements improving EV economics• Automakers making significant investments in EVs• New vehicle models a key driver of growth• EV purchases resilient in period of low gas prices
February 16, 2017 AEP-Southern Dialogue
3
Technology Cost Reduction
SOURCE: Department of Energy, Revolution…Now - The Future Arrives for Five Clean Energy Technologies – 2015 Update
-71%
$0
$200
$400
$600
$800
$1,000
$1,200
2009 2010 2011 2012 2013 2014
Mod
eled
Li-i
on b
atte
ry c
ost (
$/kW
h)
U.S. EV Battery Costs
4
Improving Cost, Capability
SOURCE: General Motors
2014 SparkMSRP: $27,495Range: 82 miles
2017 Bolt EVMSRP: $37,495Range: 238 miles
2011 VoltMSRP: $41,000Range: 380 mi. total (35 mi. electric)
2017 VoltMSRP: $33,220Range: 420 mi. total (53 mi. electric)
BEV
PHEV
5
Sales Progress
0
5K
10K
15K
20K
25K
2011 2012 2013 2014 2015 2016 2017
U.S. Monthly EV Sales
OtherVolvoHondaHyundai-KiaDaimlerVWFCABMWToyotaFordTeslaNissanGM
SOURCE: Sales data from InsideEVs.com and HybridCars.com
6
Sales Progress
SOURCE: International Council on Clean Transportation
Global Annual EV Sales
7
43 New EVs Due Out Between 2016-2020
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Minivan / wagonSUV / CrossoverSports car / coupeLuxury sedanMid-range sedanCity carHatchback
Source:EPRI
8
Outlook: Policy
Watch list:• ZEV Mandate • State activity to drive adoption
• Federal Tax Credit • Fuel economy standards
SOURCE: Union of Concerned Scientists SOURCE: Auto Alliance
EV Model Availability by State
9
Charging Infrastructure Overview
• Over 80% of charging is likely to occur at home• Workplace and public used much less frequently
• Extended daily travel for BEVs• Increases electric mile share for PHEVs• Substitute when home charging is unavailable
• Business case for public charging is complex• Public quick charging needed for long distance BEV travel
February 16, 2017 AEP-Southern Dialogue
10
Outlook: Charging Infrastructure
• Trend: higher power charging• Targeted to needs:
• Home/workplace• Communities• Corridors
• New players and partnerships: • States• Automakers• Electrify America• Electric companies • EV charging companies • All of this is needed, and more
50150
320
Local Highway Inter-city
DC Fast Charge Power Levels (kW)
SOURCE: EVgo
11
ZEV Investment Commitment (Appendix C)
Environmental Mitigation Trust (Appendix D)
Amount $2 billion $2.7 billion
Allocation 40% ($800 million) for CA60% ($1.2 billion) for rest of U.S.
Allocated to states according to subject vehicle population
Timing 10 years (four 30-month cycles) Min. 3 years, max 15 years
Entity Spent by VW, subject to approval of EPA and CARB
Administered by a Trustee and lead agencies within each state
QualifiedActivities
Investments§ Infrastructure to support on-road
vehicles (ZEVs)§ Education and outreach§ Other activities that increase
access
Actions§ On- and off-road transportation
applications (retrofit or replace)§ ZEV infrastructure for passenger
cars (up to 15%)§ Diesel Emissions Reduction Act
(DERA) projects
VW Settlement - Summary
12
Electric Transportation Strategy
Alabama, Georgia, Gulf, Mississippi, SCS
Growth Leadership Research & Development
Readiness & Education
• PEV Rates & Rider Options
• Programs & Incentives
• Market & Customer Analytics
• Infrastructure
• Residential
• Workplace
• Community
• Education & Outreach
• Internal
• External
• Partnerships & Collaboratives
• EEI
• EPRI
• EDTA/GED
• Clean Cities
• NGOs
• OEMs
• EVSPs
• SO Fleet
• Charging Technology
• Network Operators
• Vehicle Smart Charging
• Wireless
• DC Fast Charging
• Vehicle Technology
• Driveline Efficiency
• VIA truck demonstration
• Alternative Technologies
• Fuel Cell
• CNG
Southern Company
• Commercial & Industrial
• Forklifts
• Seaports
• Mining
• Airports
• Overland Conveying
• Railways
• Med/Heavy trucks
• Refrigerated trucks
• Delivery trucks
• Mass transit
• Residential
• Plug in Electric Vehicles
13
• Port of Savannah• 23 Ship to Shore Cranes• Displaced the purchase of more than
4.5M gallons of diesel fuel per year• 41.4 MW
• Port of Mobile• 10 Ship to Shore Cranes• Displaced the purchase of 2M gallons
of diesel fuel per year• 18 MW
13
14
What Have We Done?August2016 Georgia Power AlabamaPower GulfPower Mississippi
PowerTOTALSO
PEVsRegisteredinStates 24,4971.4%ofstatevehiclemarket(2015)NewEVsalesdown81%fromH12015toH12016
1,1190.1%ofstatevehiclemarket(2015)NewEVsalesup71%fromH12015toH12016
17,4080.3%ofstatevehiclemarket(2015)NewEVsalesup59%fromH12015toH12016
2710.1%ofstatevehiclemarket(2015)Newsalesup185%fromH12015toH12016
43,295
PEVsRegisteredinSOTerritory
12,895 563 305 39 13,802
CustomersonPEVRate 2,962 271 75 N/A 3,308
ChargersatSOFacilities 122 83 29 35 269
Public Chargers 100 N/A N/A N/A 100Fleet, DemoPEVs 58 39 15 10 122
Employee EVOwners 300 20 10 2 332
RebatePrograms $500business$250residential$100builder
$500business$750residential$1,000vehicle$250dealer