The Electric Vehicle Market: A Powerful New...

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The Electric Vehicle Market: A Powerful New Opportunity Date: Thursday, October 28th Time: 9:45 a.m. to 10:45 a.m. Speakers: Bob Graham, U.S. Department of Energy Michael Krauthamer, NRG EVgo Britta Gross, General Motors Randy Johnson, Southern Company Anthony Lambkin, Nissan North America

Transcript of The Electric Vehicle Market: A Powerful New...

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The Electric Vehicle Market: A Powerful New Opportunity

Date: Thursday, October 28th

Time: 9:45 a.m. to 10:45 a.m.

Speakers:

Bob Graham, U.S. Department of Energy

Michael Krauthamer, NRG EVgo

Britta Gross, General Motors

Randy Johnson, Southern Company

Anthony Lambkin, Nissan North America

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BRITTA K. GROSSDIRECTOR, Advanced Vehicle Commercialization Policy

SEEA

Atlanta, GA29 October 2015

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Chevrolet Spark EV(BEV) California, Oregon, Maryland

Cadillac ELR(EV with Extended Range)

GM’s Plug-in EV Models

Chevrolet Volt

All-battery “BEVs”

EVs with Extended Range “EREVs”

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Chevrolet Spark EV(BEV) California, Oregon, Maryland

Cadillac ELR(EV with Extended Range)

GM’s Plug-in EV Models

Chevrolet Volt

Next Gen Volt(Fall 2015)

Chevrolet Bolt EV(Available Nationwide - soon)

All-battery “BEVs”

EVs with Extended Range “EREVs”

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EPA label: EV @ 106mpge (53 miles) + Gas @ 42mpg comb = total 420 mile rangeEPA label: Saves $5,500 in fuel costs over 5 years

Electric Vehicle (with a Range-Extender)

BATTERY > 50 milesElectric Drive

Driving on GasolineEXTENDED RANGE > 350 miles

+

miles> 400Volt Total Range

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• More range 420 mile total range -- 53 EV miles (40% improvement)

• More fuel economy 41 MPG / 102 MPGe

• More performance 0 to 30 in 2.6 seconds (19%);

0 to 60 in 8.4 seconds (7%)

• $33,995 ($26,495 after federal incentives)

• Sporty, efficient exterior design

• More user-friendly interior

• Gen 2 Volt owners may expect…

– Nearly 90% of trips will be all EV(in moderate climates, such as CA, TX and FL)

– More than 1,100 miles between gasoline fill ups

– To displace 25% more gasoline

2nd Generation EREV: Chevrolet Volt (Fall 2015)

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Industry-changing Battery Electric Vehicle

• 200 mile range (2.5x improvement over Gen 1)

• $30,000 (net federal incentives)

• 50-state availability

• To be built in Michigan at Orion Assembly

2nd Generation BEV: Chevrolet Bolt EV

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AUTOMOTIVE EXCELLENCEBreakthrough Technology Award

TOP 10 VEHICLES AWARDTECHNOLOGY

EDITOR’S CHOICE AWARD

OnStar RemoteLink

Volt Mobile App

“TOP PRODUCTS” Award

Consumer Electronics Show

2011 World Green Car

TOP SAFETY PICK

“Best Engineered Vehicle of 2011″ by SAE International’s Automotive Engineering International (AEI)

Ampera - Rallye Monte-Carlo Des

Énergies Nouvelles

Chevrolet Volt Awards

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• 22 Million battery cells produced

• Fewer than 2 problems per million

cells produced

Chevrolet Volt Battery Cell Quality

Industry-leading battery quality

“Pharmaceutical-level quality”

• Total Miles Driven = 1 Billion miles

• EV Miles Driven = 700 Million miles

• Fuel Saved = 36 Million gallons

+

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J.D. Power APEAL winner for satisfied customers for three years

Volt Customers Describe Their Car

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Infrastructure Priorities

• Home Charging: ($1.70 per night for 40 miles of EV driving – U.S. avg)

– 60-80% of all charging is done at the home

– 50% of Volt buyers use a 120V outlet (L1) to charge overnight

• Workplace Charging:

– DOE data shows employees with access to workplace charging are 20X more likely to purchase an EV (both L1 and L2 charging can make sense)

– Proving to be the most helpful promoter of PEVs through awareness and incentive

• Public Charging – DC fast-charging:

– Home-Charging Alternative for MDUs (apartments/condos, townhomes,…)

– Destination Charging: expand drivable EV range for 1-charge-stop trips)

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• Largest existing auto-utility collaborative effort -- formed in 2007

• Over 50 utility members and the Electric Power Research Institute (EPRI)

• Focus areas: Aligned Messaging and Policy Priorities, Customer Outreach and Infrastructure, Vehicle-to-Grid Technology, New Business Opportunities

Sacramento Municipal UD

San Diego Gas & Electric

PacifiCorp

Tri-State G&T

Hydro-Québec

Arkansas

Electric Coop

Dairyland Power CMS

Hoosier

Southern Company -

Georgia Power

EnWin NYPA

Central Hudson

PSEGComEd

CPS Energy

BC Hydro

Southern California Edison

Hawaiian Electric Co.

Great Plains Energy

FirstEnergyConstellation Energy

Progress Energy

Northeast Utilities

NY ISO

PJM

Seattle City Light

Salt River Project

Austin Energy

Great River Energy

DTE

ConEd

Hydro One

Pepco

Tennessee Valley Authority

Portland General Electric

Snohomish County PUD No. 1

Nebraska Public Power Dist.

We Energies

AEP

Duke Energy

Ameren

Services

Hetch Hetchy W&P

Rochester G&E

National Grid / LIPA

Pacific Gas & Electric

Golden Valley

Electric Assn.

Manitoba Hydro

CenterPoint Energy

Lincoln Electric

Dominion

United Illuminating

Avista Corp.

Madison G&E

Arizona Public Service

Oncor

Progress

Energy

NV Energy

TECO OUC

FPL

LA DWP

LBW&L

WPS

UPPCO

NStar

PECO

IP&L

TEP

OGE

GM / EPRI / Utility Collaboration:

Mississippi Power

Alabama Power

Gulf Power

SWEPCO

PSO

Kentucky

Power

Appalachian

Power

I&M

JEA

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What will it take to Grow the PEV Market?

• Drive Consumer Demand!‒ Keep a Laser-like Focus on the Vehicles

• Build Awareness

‒ National Awareness Campaign

‒ Ride and Drives Butts-in-Seats

• Install Charging Infrastructure at a faster pace (incl. role for utilities)

‒ Workplace Charging

‒ Public DC (SAE Combo)

• Governments

‒ Grow and maintain incentives until we reach a meaningful tipping point

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THANK YOU

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Anthony LambkinEV Infrastructure Manager

Nissan North America

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Confidential: Not for circulation | 16

Nissan LEAF

US sales: ~90,000 Worldwide sales: ~200,000 Best in class range: 107 mi

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Then: October 2013

Gas: $3.34 PHEV:BEV sales: ~2:1

Now: September 2015

Gas: $2.37BEV:PHEV sales: ~2.5:1

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Other trends

State vehicle incentivesEV model choiceTech awareness & experienceInfrastructureBuyer age & HHIBuyer diversityBuyer cost consciousnessAnticipation for future tech

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Opportunities

Estimated LEAF energy usage in Atlanta today:

155,000 kWh

Estimated LEAF C02esavings in Atlanta today:

340,000 lbs

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SEEA Oct 29, 2015

Randy Johnson, Director Electric Transportation

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SO Beliefs on Electric Transportation

• Electric Transportation has the potential to significantly impact energy sales growth, energy security and environmental issues for Southern Company.

• Key drivers for ET adoption are financial (e.g., tax credits, incentives, reduced costs, HOV lane access), education/awareness and strategic charging infrastructure.

• Southern Company can influence the speed and acceptance of ETby being a visible leader in these key drivers.

• Southern Company can solidify its brand and make money on Electric Transportation

• There is a meaningful market to address for Electric Transportation

• Southern Company will need to enter into targeted partnerships to be successful

Our beliefs drive our strategy

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Electric Transportation Strategy

Alabama, Georgia, Gulf, Mississippi, SCS

Growth LeadershipResearch &

Development

Readiness

& Education

• Commercial & Industrial

• Forklifts

• Seaports

• Mining

• Airports

• Overland Conveying

• Railways

• Med/Heavy trucks

• Refrigerated trucks

• Delivery trucks

• Mass transit

• Residential

• Plug in Electric Vehicles

• 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

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What Have We Done?

11/4/2015 9:01 AM

SO APC GPC Gulf MPC

PEVs registered in states 24,716 612 (AL) 16,382 (GA) 7,557 165

PEVs registered in SO 9,062 390 8,460 188 24

Customers on PEV rate 2,752 178 2499 75 n/a

Chargers @ SO facilities 197 @ 53 72 @ 20 97 @ 21 27 @ 11 1 @ 1

Fleet – Demo PEVs 100 33 42 15 10

Employee EV Owners 330 20 300+ 10 0

Rebate Programs

$500/charger

$750/EV

customer

$250/dealer

$500 Business

$500 Nissan

$250 Res

$100 Builder

$500/charger

$750/EV

customer

$250/dealer

n/a

Other Initiatives

Over 300 events

touching 250,000

customers

$5,000 GA state

tax credit ended

June 30, 2015

EV Pool Car

Program - 53

employees

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Georgia Power’s Electric Transportation Plan

• Education/Awareness Launched in 4Q 2014

• Fleet EV’s31 Residential Energy Services Auditors in PEV’s

• Residential Charging$250 Incentive for L2 charger beginning 1Q 2015

$100 Incentive for builder for PEV ready garage

• Business Charging$500 Incentive for L2 charging beginning 4Q 2014

$500 Nissan matching Incentive for L2 charging beginning 4Q 2014

• Community Charging11 charging islands at GPC owned sites beginning Q4 2014

50 additional charging islands on public sites (25 per year in 2015-16)

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2015 ET Initiatives

Regional Advertising/Education Campaign

Infrastructure

Residential

Workplace

Public

Incentives

Utility ET Role

GrowthReadiness &

EducationResearch

&DevelopmentLeadership

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October 29, 2015

NRG EVgo OverviewPresentation to

Michael I. Krauthamer

[email protected]

202-430-8149

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We are building:

• united by affordable, simple charging plans.

• of residential, workplace, and public fast charging stations

• inclusive national network

• A first-of-its-kind

October 29, 2015

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Dallas-Ft Worth

Nashville

Current Markets

End of 2015 Markets

Houston

Phoenix

Washington DC

Atlanta

LA Basin

San Diego

Bay Area

Sacramento

Seattle

Portland

Chicago

Austin

Salt Lake City

Denver

Santa Barbara

Monterey

PhiladelphiaNew York

Boston

Miami

Orlando

Raleigh

Fresno

Largest Fast Charging Network in America

October 29, 2015

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29October 29, 2015

After 2ndQuick

ChargerLocated

After 2ndQuick

ChargerLocated

Batteries were used less than 50%

1 DC Charger 2 DC Chargers

Importance of Fast Charging

Batteries were more fully utilized

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Others EVgo

ComprehensiveNetwork

Ad-HocNetwork 30

October 29, 2015

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The Preferred Partner

31October 29, 2015

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Michael I. Krauthamer

Mobile: 202-430-8149

[email protected]

www.nrgevgo.com

@EVgoNetwork#EVgo

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