The EV’s are coming. The EV’s are coming

The EV’s are coming. The EV’s are coming

CES was virtual, but you need look no farther than GM to see their intent, 30 new EVs by 2025. 3 in 2021.

California requires zero emission by 2030, New York by 2035, Hawaii and New England are discussing 2030/5. By 2035 60% of the US vehicle market could shut out fossil vehicles.

President Biden a team focused on a national ban.

Utility Impact

There are (rounded) 250 million active vehicles in the US. The US buys 15 – 20 million a year. There are 200 million dwellings. At 20 million a year, 10% of dwellings will buy an EV in 2030.

Between now and 2030, EV’s will be sold with the goal of getting to 100% by 2030, so it is likely that it will be something like 1% in 2021, 5% in 2023 and 80% in 2029. By 2029, 15% of dwellings may already have EVs.

We may be looking at 40% of dwellings having one or more EVs in 2035. In simulation of real circuits 5,000-volt class (5KV) have overloading issues at 10-15% EV, 15KV at 25% and 35KV at 30%.

We are on 70 year rebuild cycle historically - we have 10.

Do you have a plan to upgrade circuits?
Do you know how to prioritize?
Have you asked the regulatory bodies to let you over build?
What about substations?