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2021-03-23
Future
EV Charging Data Shows A Widely Divergent Global Path
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We’ve been doing this for over a decade now, and that vantage point highlights some significant developments. One of those is on EV charging points, and the latest updates show some stark differences in how fast countries are tackling one of the last remaining barriers to widespread EV adoption.</p>\n<p>The most remarkable thing is just how fast China is pulling ahead on this front. China had over 800,000 EV charging outlets available for public use installed at the end of 2020, up from 516,000 in 2019 and 300,000 in 2018. In December 2020 alone, China installed 112,000 public charging points — more than the entire U.S. public charging network.</p>\n<p><img src=\"https://static.tigerbbs.com/8e2601a972431eff67e9e1a7d7685966\" tg-width=\"850\" tg-height=\"446\"></p>\n<p>It is worth noting that December was an extraordinary month. A deeper look at the data shows that October was the next highest month for charger installations, with 63,000, and other months were much lower. So we should be careful about extrapolating from the December numbers alone. Still, at the end of 2020 China represented almost two-thirds of all public charging points installed globally.</p>\n<p>A key point here is that China likely also needs more public charging infrastructure than, say, parts of Europe or the U.S. The U.S. has a lot of detached homes with driveways or garages that provide easy home charging options, reducing the amount of public chargers that drivers will need to feel comfortable making the jump to electric. China’s EV owners so far are mostly high-rise dwellers in cities with strong policies and incentives aimed at limiting sales of new internal combustion vehicles. China has another 900,000 home and workplace charging points installed, while the U.S. has tens of millions of garages with a socket.</p>\n<p>China also is building ahead of demand, and preparing for much higher levels of EV adoption. The ratio between the number of public charging points and the size of the EV fleet is much lower in China and has improved steadily for the last few years, even as EV sales took off.</p>\n<p>The ratio improved in the U.S. in 2020, but only slightly. There is now one charging point for about every 20 EVs in the U.S., while for China it is around one to five. Teasing out causality is difficult here, but if you squint at the data across multiple countries you can see a trend where the more EVs that are sold, the more money that goes into installing charging stations and poles. Eventually, a robust public charging network will be necessary everywhere to spread out EV adoption across all income levels and housing types. While the move to electric vehicles is now inevitable, it may not be equitable.</p>\n<p><img src=\"https://static.tigerbbs.com/149630e53bdf7e198331a137d0749dbf\" tg-width=\"852\" tg-height=\"437\"></p>\n<p>Of course, individual charging outlets isn’t the only measure that matters. Power output, location, quality of user interface and payment system, utilization rates, and other factors also are important. During Volkswagen’sPower Day last week, executives from the German automaker highlighted that only 30% of public chargers in some parts of China are functional — due either to defective chargers or the spaces being blocked by internal combustion engine vehicles. Quality clearly trumps quantity here. This was a key factor in VW allocating almost $500 million towards building new fast chargers in Europe and China to support the company’s planned EV rollout.</p>\n<p>Each week, I’ll be digging into the data from around the world on the move to electric vehicles and other developments shaping the way we move. Sharing new BNEF datasets and analysis, I'll help to shed more light on the road ahead.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Charging Data Shows A Widely Divergent Global Path</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Charging Data Shows A Widely Divergent Global Path\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-23 19:33 GMT+8 <a href=https://www.bloomberg.com/news/articles/2021-03-23/ev-charging-data-shows-a-widely-divergent-global-path><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China, anticipating rising EV demand, is making huge investments in infrastructure.\nAt the beginning of each year at BloombergNEF— Bloomberg's clean energy and transport research group — my team and I...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-03-23/ev-charging-data-shows-a-widely-divergent-global-path\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://www.bloomberg.com/news/articles/2021-03-23/ev-charging-data-shows-a-widely-divergent-global-path","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161069638","content_text":"China, anticipating rising EV demand, is making huge investments in infrastructure.\nAt the beginning of each year at BloombergNEF— Bloomberg's clean energy and transport research group — my team and I do a comprehensive update of all our data sets, tracking how the move to electric vehicles is shaping up around the world. We’ve been doing this for over a decade now, and that vantage point highlights some significant developments. One of those is on EV charging points, and the latest updates show some stark differences in how fast countries are tackling one of the last remaining barriers to widespread EV adoption.\nThe most remarkable thing is just how fast China is pulling ahead on this front. China had over 800,000 EV charging outlets available for public use installed at the end of 2020, up from 516,000 in 2019 and 300,000 in 2018. In December 2020 alone, China installed 112,000 public charging points — more than the entire U.S. public charging network.\n\nIt is worth noting that December was an extraordinary month. A deeper look at the data shows that October was the next highest month for charger installations, with 63,000, and other months were much lower. So we should be careful about extrapolating from the December numbers alone. Still, at the end of 2020 China represented almost two-thirds of all public charging points installed globally.\nA key point here is that China likely also needs more public charging infrastructure than, say, parts of Europe or the U.S. The U.S. has a lot of detached homes with driveways or garages that provide easy home charging options, reducing the amount of public chargers that drivers will need to feel comfortable making the jump to electric. China’s EV owners so far are mostly high-rise dwellers in cities with strong policies and incentives aimed at limiting sales of new internal combustion vehicles. China has another 900,000 home and workplace charging points installed, while the U.S. has tens of millions of garages with a socket.\nChina also is building ahead of demand, and preparing for much higher levels of EV adoption. The ratio between the number of public charging points and the size of the EV fleet is much lower in China and has improved steadily for the last few years, even as EV sales took off.\nThe ratio improved in the U.S. in 2020, but only slightly. There is now one charging point for about every 20 EVs in the U.S., while for China it is around one to five. Teasing out causality is difficult here, but if you squint at the data across multiple countries you can see a trend where the more EVs that are sold, the more money that goes into installing charging stations and poles. Eventually, a robust public charging network will be necessary everywhere to spread out EV adoption across all income levels and housing types. While the move to electric vehicles is now inevitable, it may not be equitable.\n\nOf course, individual charging outlets isn’t the only measure that matters. Power output, location, quality of user interface and payment system, utilization rates, and other factors also are important. During Volkswagen’sPower Day last week, executives from the German automaker highlighted that only 30% of public chargers in some parts of China are functional — due either to defective chargers or the spaces being blocked by internal combustion engine vehicles. Quality clearly trumps quantity here. This was a key factor in VW allocating almost $500 million towards building new fast chargers in Europe and China to support the company’s planned EV rollout.\nEach week, I’ll be digging into the data from around the world on the move to electric vehicles and other developments shaping the way we move. 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