Scope, content and structure of the report

This report analyses the development of the global EV market to end-2018. It includes recent policy developments for the main markets relevant for EV and supply equipment for deployment, technology development and the outlook for EVs to 2030. It focuses on electric vehicles, including full battery electric vehicles (BEVs) and plug-in hybrid vehicles (PHEVs) used in road transport applications. Its geographic scope attempts to be as broad as possible, despite data availability challenges.

The analyses are presented in five chapters.

•Chapter 1 looks at development of the EV market until the end of 2018, covering EV registrations (vehicle sales), EV stock estimates (mainly based on cumulative sales) and the availability and characteristics of the supply equipment they require.

•Chapter 2 looks at key determinants of the future prospects for EV uptake. It provides an overview of the current policy environment, followed by an analysis of the response of private sector stakeholders to policy signals, taking into account announcements made by automotive companies, battery manufacturers and stakeholders involved in the development of EV charging infrastructure.

•Chapter 3 presents the outlook to 2030. It focuses on projections of EVs and chargers, evaluating the impacts that these have on energy use, well-to-wheel greenhouse gas emissions, battery production volumes and material demand. It does so in the context of two scenarios. The New Policies Scenario aims to illustrate the consequences of announced policy ambitions. The EV30@30 Scenario represents the ambition of a global application of the EV30@30 Campaign and a progressive reduction of the carbon intensity of power generation, in line with the projections of the IEA Sustainable Development Scenario.

•Chapter 4 focuses on the assessment of GHG emissions over the life cycle of EVs, comparing performance with competing powertrain technologies.

•Chapter 5 looks at a number of areas where electric mobility may be facing important challenges. It suggests options to overcome them. It covers vehicle and battery cost developments, supply and value chain sustainability of battery materials, implications of electric mobility for power systems, government revenue from taxation and the interplay between electric, shared and automated mobility.