
- •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 |
Saint Lucia), which are well placed (thanks to their small scale) to develop demonstration projects characterised by a rapid and full transition to electric mobility.
Industry roll-out plans
The main private actors involved in the deployment of charging infrastructure can be grouped into those that have a stake in EV or EVSE roll out from a "supply" perspective, and those that are influencing the deployment of chargers from the "demand" side. The supply group includes:
•Vehicle manufacturers, primarily focused on vehicle production but also active (sometimes directly, sometimes through consortia) in the deployment of charging infrastructure.
•Manufacturers of the hardware needed for the chargers and charger providers involved in the operation of charging outlets.
•Energy companies, including stakeholders closely associated with the electricity sector (e.g. utilities, transmission and distribution network operators) as well as major oil companies and fuel distributors.
The demand group includes logistics companies that install chargers for their EV fleet, companies active in the installation of workplace chargers and stakeholders involved in the acquisition of EV fleets. In addition, the players involved in the roll-out of destination chargers (typically located at hotels, restaurants and shopping centres).
This section focuses on the actors involved in the supply-side of vehicle and chargers. The demand-side is represented in the EVSE deployment pledges in the framework of the EV100 Initiative (Box 2.2). It is a significant initiative led by The Climate Group that is contributing to stimulate the deployment of EVs and chargers (The Climate Group, 2019b).
Box 2.2. EV 100 Initiative
Vehicle fleets
Companies joining the EV100 Initiative can sign up to various commitments, including pledging to transition the company fleet (including both owned and leased vehicles) to EVs by 2030. To date, 10 000 out of the 145 000 committed vehicles have been transitioned to EVs. Ambitious examples of commitments include DHL, which pledged to convert 66 390 of its vehicles and aims to achieve 70% clean operations of last-mile pick-ups and deliveries by 2025 (The Climate Group, 2019b).
Charging infrastructure
The geographical coverage of the commitments on workplace and destination charging points deployment in the EV100 Initiative covers the world, with almost half in Europe, less than a third in Asia, a quarter in North America and the rest in Oceania, South America and Africa (The Climate Group, 2018).
By September 2018, 38% of the sites had achieved their commitments. Most of the chargers installed have been slow (41%) and medium-speed (51%). In total, 5 718 charging points were installed with an estimated power range of 116-170 MW (based on data available from member
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