
- •Abstract
- •Acknowledgements
- •Highlights
- •Executive summary
- •Findings and recommendations
- •Electric mobility is developing at a rapid pace
- •Policies have major influences on the development of electric mobility
- •Technology advances are delivering substantial cost reductions for batteries
- •Strategic importance of the battery technology value chain is increasingly recognised
- •Other technology developments are contributing to cost cuts
- •Private sector response confirms escalating momentum for electric mobility
- •Outlooks indicate a rising tide of electric vehicles
- •Electric cars save more energy than they use
- •Electric mobility increases demand for raw materials
- •Managing change in the material supply chain
- •Safeguarding government revenue from transport taxation
- •New mobility modes have challenges and offer opportunities
- •References
- •Introduction
- •Electric Vehicles Initiative
- •EV 30@30 Campaign
- •Global EV Pilot City Programme
- •Scope, content and structure of the report
- •1. Status of electric mobility
- •Vehicle and charger deployment
- •Light-duty vehicles
- •Stock
- •Cars
- •Light-commercial vehicles
- •Sales and market share
- •Cars
- •Light-commercial vehicles
- •Charging infrastructure
- •Private chargers
- •Publicly accessible chargers
- •Small electric vehicles for urban transport
- •Stock and sales
- •Two/three-wheelers
- •Low-speed electric vehicles
- •Charging infrastructure
- •Buses
- •Stock and sales
- •Charging infrastructure
- •Trucks
- •Stock and sales
- •Charging infrastructure
- •Other modes
- •Shipping
- •Aviation
- •Energy use and well-to-wheel GHG emissions
- •Electricity demand and oil displacement
- •Well-to-wheel GHG emissions
- •References
- •2. Prospects for electric mobility development
- •Electric mobility targets: Recent developments
- •Country-level targets
- •City-level targets
- •Policy updates: Vehicles and charging infrastructure
- •Charging standards
- •Hardware
- •Communication protocols
- •Supporting policies
- •Canada
- •China
- •Vehicle policies
- •Charging infrastructure policies
- •Industrial policies
- •European Union
- •Vehicle policies
- •Charging infrastructure policies
- •Industrial policy
- •India
- •Vehicle policies
- •Charging infrastructure policies
- •Japan
- •Vehicle policies
- •Charging infrastructure policies
- •Industrial policy
- •Korea
- •Vehicle policies
- •Charging infrastructure
- •Industrial policy
- •United States
- •Vehicle policies
- •Charging infrastructure
- •Industrial policy
- •Other countries
- •The emergence of a Global Electric Mobility Programme
- •Industry roll-out plans
- •Vehicles
- •Light-duty vehicles
- •Two/three-wheelers
- •Buses
- •Trucks
- •Automotive batteries
- •Charging infrastructure
- •References
- •3. Outlook
- •Scenario definitions
- •Electric vehicle projections
- •Policy context for the New Policies Scenario
- •Global results
- •Two/three-wheelers
- •Light-duty vehicles
- •Buses
- •Trucks
- •Regional insights
- •China
- •Europe
- •India
- •Japan
- •United States and Canada
- •Other countries
- •Implications for automotive batteries
- •Capacity of automotive batteries
- •Material demand for automotive batteries
- •Charging infrastructure
- •Private chargers
- •Light-duty vehicles
- •Buses
- •Private charging infrastructure for LDVs and buses
- •Publicly accessible chargers for LDVs
- •Impacts of electric mobility on energy demand
- •Electricity demand from EVs
- •Structure of electricity demand for EVs in the New Policies Scenario
- •Structure of electricity demand for EVs in the EV30@30 Scenario
- •Implications of electric mobility for GHG emissions
- •References
- •4. Electric vehicle life-cycle GHG emissions
- •Context
- •Methodology
- •Key insights
- •Detailed assessment
- •Life-cycle GHG emissions: drivers and potential for emissions reduction
- •Effect of mileage on EV life-cycle GHG emissions
- •Effect of vehicle size and power on EV life-cycle emissions
- •Effect of power system and battery manufacturing emissions on EV life-cycle emissions
- •References
- •5. Challenges and solutions for EV deployment
- •Vehicle and battery costs
- •Challenge
- •EV purchase prices are not yet competitive with ICE vehicles
- •Indications from the total cost of ownership analysis
- •Effect of recent battery cost reductions on the cost gap
- •Impacts of developments in 2018 on the total cost of ownership
- •Solutions
- •Battery cost reductions
- •Reducing EV costs with simpler and innovative design architectures
- •Adapting battery sizes to travel needs
- •Supply and value chain sustainability of battery materials
- •Challenges
- •Solutions
- •Towards sustainable minerals sourcing via due diligence principles
- •Initiatives for better battery supply chain transparency and sustainable extractive activities
- •Bridging the gap between due diligence principles and on-the-ground actions
- •Battery end-of-life management
- •Implications of electric mobility for power systems
- •Challenges
- •Solutions
- •Potential for controlled EV charging to deliver grid services and participate in electricity markets
- •Enabling flexibility from EVs
- •Importance of policy actions to enable EV participation in markets
- •Government revenue from taxation
- •Challenges
- •Solutions
- •Near-term options
- •Long-term solutions
- •Shared and automated mobility
- •Challenges
- •Solutions
- •References
- •Statistical annex
- •Electric car stock
- •New electric car sales
- •Market share of electric cars
- •Electric light commercial vehicles (LCV)
- •Electric vehicle supply equipment stock
- •References
- •Acronyms, abbreviations and units of measure
- •Acronyms and abbreviations
- •Units of measure
- •Table of contents
- •List of Figures
- •List of Boxes
- •List of Tables

Global EV Outlook 2019 |
2. Prospects for electric mobility development |
practice in the Global EV Outlook 2017 (IEA, 2017; Nederland Elektrisch, 2019). The United Kingdom offers incentives through its network of local councils.16
Industrial policy
The European Commission has identified batteries as one of the nine strategic value chains for the competitiveness of EU industry and for achieving decarbonisation targets. In 2017, the European Commission launched the European Battery Alliance, a platform gathering countries, key industrial and innovation stakeholders, and banks to work together to develop an innovative, sustainable and competitive battery “ecosystem” in Europe (EC, 2019c). With the launch of its “Strategic Action Plan for Batteries”, in 2018, the European Commission has set concrete measures to support this initiative (EC, 2018b). The main goals of the action plan are to: secure access to raw materials; support European battery cell manufacturing at scale and develop a comprehensive competitive value chain in Europe; strengthen industrial leadership through strengthened EU research and innovation; develop and strengthen a highly skilled workforce in all parts of the battery value chain; support the sustainability of EU battery cell manufacturing industry with the lowest environmental footprint possible; and ensure consistency with the broader enabling and regulatory EU policy framework. The determination to develop a battery industry in the European Union is also demonstrated by the willingness to encourage more risk-taking and step up investment in research and innovation, facilitating access to public funding that would be compatible with the European state aid rules for important, large, highly innovative and transnational battery manufacturing projects with European Interest (Auto Alliance, 2018; IFRI, 2019; EC, 2019d). Germany committed to fund battery production in the European Union with up to EUR 1 billion (USD 1.1 billion), while France developed a EUR 700 million (USD 800 million) action plan to support the battery value chain. In 2018, France and Germany committed to enhance industrial co-operation for the production of battery cells, a development considered indispensable not only for the electrification of the automotive sector, but also for storing electricity produced from variable renewables and for accelerating decarbonisation of power systems (Government of France, 2018).
India
The key policy updates that are expected to drive the transition to electric mobility in India are summarised in Table 2.7.
Table 2.7.
Country
India
Overview of EV and EVSE policies in India, 2018/19
Policy type
Regulation
(vehicles)
Incentive
(vehicles)
Target
(vehicles)
Description
CO2 emissions standards for LDVs in 2022.
Approved FAME II, providing incentives for public and shared three-wheelers, LDVs, buses and private two-wheelers.
Target of 30% EV sales by 2030 across all modes.
16 However, more than a quarter of local councils (around 100) in the United Kingdom are limiting their support for charging infrastructure as council budgets were cut for 2019 (The Climate Group, 2019a).
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IEA. All rights reserved.

Global EV Outlook 2019
Incentive
(chargers)
Targets
(chargers)
2. Prospects for electric mobility development
FAME II dedicates 10% of the budget to the deployment of EVSE.
Targets for public chargers in cities and along highways.
Vehicle policies
In February 2019, the government approved the proposal for implementation of the “Faster Adoption and Manufacturing of Electric Vehicles in India Phase II” (FAME Phase II) scheme that reduces the upfront purchase price of hybrid and electric vehicles (The Gazette of India, 2019). The Phase II scheme includes the allocation of a USD 1.4 billion budget to encourage the uptake of electric vehicles and will be implemented over a period of three years from April 2019. It follows an attempt to kick-start the Indian EV market from public procurement programmes that, so far, have not delivered to the extent expected.17 It scales up the earlier FAME scheme, which was launched in 2015. The emphasis of Phase II will be on public and shared transportation. It includes incentives for electric threeand four-wheelers (including rickshaws), as well as for buses, where the incentives are mainly applicable to those vehicles used for public or shared transportation or for commercial purposes. In the case of electric two-wheelers, the incentives are targeted to private vehicles. To encourage more advanced technologies, it is indicated that the incentives only apply to those vehicles using advanced battery chemistries such as a lithium-ion battery, although it is not clear which chemistries are excluded from the incentive.
Charging infrastructure policies
India’s FAME Phase II scheme includes substantial commitments for charging infrastructure (The Gazette of India, 2019). Specifically, it sets an indicative target of 2 700 charging stations in cities above 4 million inhabitants, fast charging stations along major highways at an interval of about 25 km each and ultra-fast charging stations every 100 km (Government of India, 2018a; Government of India, 2019a). India’s FAME Phase II policy has also allocated INR 10 billion (Indian rupees, USD 145 million) between 2019 and 2022 to EVSE deployment. This is nearly 10% of its total budget.
India also updated its Model Building By-Laws from 2016 to mandate 20% of parking space within residential and non-residential complexes must provide EV charging infrastructure (Government of India, 2019b) and placed a cap on the maximum tariff that can be asked by a public charging station (15% above the average cost of supply) (Government of India, 2018a).
17 India’s Energy Efficiency Services Limited (EESL) aims to replace 500 000 government cars over a period of three to four years (India Energy Efficiency Services Limited, n.d.). In September 2017, EESL put out its first public EV procurement tender for 500 electric cars, followed by another tender for 10 000 electric cars in March 2018 (Government of India, 2018b). However, in January 2019 the plan to complete the distribution of the first lot of 10 000 electric cars ordered for government use was delayed for a second-time to September 2019, as only 10% of the order, initially expected to be delivered by June 2018, had been delivered (Saluja, 2019).
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