Market Analysis

Measuring Gaps in Supply and Demand for EV Battery Materials in the United States

2023-12-07T12:44:13-05:00

RMI’s paper, Measuring Gaps in Supply and Demand for EV Battery Materials in the United States, helps shed light on the state of today’s EVB supply chain and can inform investment and policy decisions; it can also clarify how much of the battery supply is expected to qualify for IRA incentives in the future by presenting a methodology for quantifying the gap between supply and demand of inputs and subcomponents along all major stages of the EVB supply chain.

Measuring Gaps in Supply and Demand for EV Battery Materials in the United States2023-12-07T12:44:13-05:00

Building the 2030 National Charging Network

2023-07-17T15:47:50-04:00

Plans for the national EV charging network will be shaped by a seminal study from the National Renewable Energy Laboratory (NREL), which has been at the forefront of assessing EV charging needs and developing state-of-the-art analytical tools for over a decade. In this study, researchers estimated the number, type, and location of chargers needed to create a comprehensive network of EV charging infrastructure, one that can support an anticipated 30–42 million EVs on the road by 2030.

Building the 2030 National Charging Network2023-07-17T15:47:50-04:00

The 2030 National Charging Network: Estimating U.S. Light-Duty Demand for Electric Vehicle Charging Infrastructure

2023-07-06T12:12:20-04:00

As established by the Infrastructure Investment and Jobs Act, also known as the Bipartisan Infrastructure Law, the Joint Office of Energy and Transportation (Joint Office) is setting the vision for a national charging network that is convenient, affordable, reliable, and equitable to enable a future where everyone can ride and drive electric. This report supports the vision of the Joint Office by presenting a quantitative needs assessment for a national charging network capable of supporting 30–42 million PEVs on the road by 2030.

The 2030 National Charging Network: Estimating U.S. Light-Duty Demand for Electric Vehicle Charging Infrastructure2023-07-06T12:12:20-04:00

The Global Automaker Rating 2022: Who Is Leading the Transition to Electric Vehicles?

2023-07-17T16:24:30-04:00

Focused on the top 20 light-duty vehicle manufacturers in the world by sales in 2022, this report adds an important missing piece to global research and analysis regarding how today’s major automakers are transitioning to zero-emission vehicles (ZEVs). Our rating is quantitative and transparent; we present full details of our chosen methodology and data sources. Additionally, the ICCT contacted all the automakers assessed in this report to seek to verify the data we collected.

The Global Automaker Rating 2022: Who Is Leading the Transition to Electric Vehicles?2023-07-17T16:24:30-04:00

Near-Term Infrastructure Deployment to Support Zero-Emission Medium- and Heavy-Duty Vehicles in the United States

2023-07-05T16:52:12-04:00

The electrification of medium- and heavy-duty vehicles (MHDVs) is gaining momentum in the United States, and the major manufacturers in the country have made ambitious commitments for the mass production of zero-emission vehicles (ZEVs) as early as 2030. State-level regulations such as California’s Advanced Clean Trucks (ACT) rule, federal incentives in the Inflation Reduction Act, and the U.S. commitment to join the Global Commercial Drive to Zero (aimed at 100% ZEV sales by 2040) are increasing ZEV adoption in the MHDV sector. Electrifying transportation nationwide will require the deployment of charging (for battery electric vehicles) and refueling (for hydrogen vehicles) infrastructure, as well as the supporting electrical grid infrastructure. MHDV fleet operators, electric utilities, and policymakers alike are uncertain as to where, how much, and by what year charging and refueling infrastructure needs to be built, and what upgrades to grid infrastructure are required to enable this deployment.

Near-Term Infrastructure Deployment to Support Zero-Emission Medium- and Heavy-Duty Vehicles in the United States2023-07-05T16:52:12-04:00

A Roadmap for Michigan’s EV Future: An Assessment of the Employment Effects and Just Transition Needs

2023-05-31T17:36:23-04:00

Using economic modeling from 2024 to 2040, this report discusses the employment effects of Michigan’s auto industry shifting from internal combustion engine vehicle manufacturing to electric vehicle manufacturing, with a focus on supporting a just transition for workers and communities.

A Roadmap for Michigan’s EV Future: An Assessment of the Employment Effects and Just Transition Needs2023-05-31T17:36:23-04:00