Transcript
Electric Drive Policy OutlookGenevieve Cullen
President, EDTA
EDTA
• Vehicle/Component Manufacturers
• Utilities/Power Generation Companies
• Charging/Infrastructure Companies
• Energy/Materials Developers
• Fleet Operators/Industry Stakeholders
2016 Sales
Global Adoption
• 2011: 45k worldwide sales • 2012: 113k worldwide sales
LDV Sales Projections
Infrastructure
• Levels 1, 2 and DC Fast Charge
• Deployment – 14,899 (38,357 outlets) Public Charging Facilities -excludes home, private, workplace charging facilities
• Market evolution: public/private and cross-industry partnerships to build out next wave of infrastructure (MDU; intra and interstate corridors)
• Tax
• RD&D
• Regulations
Policy Drivers in the Electric Drive Market
• Policies
Election
Administration• Uncertainty • Priorities• Cabinet choices
Congress Republican Majorities in House & Senate Priorities Uncertainties
Senate
Tax Policy in the 115th Congress
• Current Tax Policy – Incentives for purchase of Vehicles (plug-in, fuel cell) – Incentive for purchase of Alt Fuel Infrastructure
(individual and business credit)
Outlook • Extenders – 30B; 30C• Reform – 30D, B and C • Politics and Pay-fors
Direct Federal Spending
Research Development & Deployment • DOE Sustainable Transportation ($668)
– Vehicle Technologies (FY16- $310m)» Clean Cities » EV Everywhere
– Fuel Cell technologies (FY16- $101m)
• DoT Clean Fuels Corridors – no $ technology neutral but “alt fuels” interest of the department may be de-prioritized
• Energy bill – statutory program status for RD&D in S 2102
Infrastructure plans
• Infrastructure - $1 trillion proposed– Tax credits for private investment in infrastructure – Some federal investment (bonds?) – no definition of infrastructure from new
Administration • Outlook
– Enthusiasm across Houses and Admin priority– Funding vs Financing – Tied to tax reform or not
Regulatory Drivers
• Current and next phase federal fuel economy/emission standards 2017-2022-2025, beyond
• Federal and state clean air reg & incentives• Regulating GHG: CAA – endangerment ruling (enables carbon regulation
under Clean Air Act) • Clean Power Plan for utility emissions • State regulation of vehicle emissions: CA CAA WAIVER (midterm review
and ZEV mandate beyond 2025)
Others: Quiet Car Rules, RFS, Oversight on Autonomy regulation, expected emphasis on de-regulating fossil energy extraction and generation
• Other Market Factors • Gas prices/Oil Markets • New Cooperative Models with Public & Private
partners • Infrastructure investment• New mobility models – autonomy/shared
mobility and electrification • Smart cities
• State regulatory and incentive environments• Global Market Drivers
• International commitments• National regimes • Impact of revised US stance
Beyond Washington
Genevieve Cullen | President Electric Drive Transportation Association
gcullen@electricdrive.org www.electricdrive.org
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