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November 23, 2020
U.S. EV Sales Surge in September
Source: EV Hub
The U.S. EV market rebounded in the third quarter with total quarterly sales only two percent below the numbers from 2019. Monthly sales were up 20 percent in September compared to 2019, the first month in 2020 where there was year-over-year growth. Adding in the third quarter sales figures reduces the year-to-date decline for the EV market from 29 percent through the end of June to 19 percent through September. Between January and September, the auto sector as a whole is down by 17 percent.

In the third quarter, Tesla claimed 62 percent of the total sales. The Model Y, which entered production in March, sold 25,800 units between July and September and overtook the Model 3 as the most popular EV on the market. Overall, 12 vehicle brands sold more than 1,000 EVs in the third quarter, up from just seven in the second quarter. GM saw sales for the Chevy Bolt more than double between the second and third quarters.  

Strong sales for the Bolt have helped GM retain the number two position in the U.S. passenger EV market. The automaker is looking to catch Tesla and increase their lead over the rest of the field by accelerating investments in their EV program. On November 19th, the company announced an increased commitment of $27 billion to bring 30 new vehicles to market through 2025. While GM leads the other major American automakers in terms of announced electrification commitments, Ford is second in line and has announced plans for more than $3.5 billion in specific investments in American EV manufacturing this year. In total, automakers have committed $23.5 billion in direct investment for domestic EV manufacturing across 11 states supporting roughly 40,000 jobs.  

New EV models are on the horizon and legacy manufacturers around the globe face increasing competition from EV startups. In China, EV manufacturers Li Auto, Xpeng Motors, and NIO have all seen stock prices reach record highs in November. Tesla stock exceeded $500 a share today as the company prepares to enter the S&P 500 in December. Stock market success for passenger EVs is boosting the medium- and heavy-duty electrification market as well.  U.K-based bus and delivery truck startup, Arrival is planning to list on the U.S. market through the reverse merger track taken by several other manufacturers including Nikola in 2020.

All of this has unfolded over the top story of this week ­– the unveiling of the Zero Emission Transportation Association (ZETA). ZETA plans to advocate for policies to ensure all new light-, medium-, and heavy-duty vehicle sales are zero emission by 2030. The group, which includes stakeholders like Tesla, Uber, ChargePoint, Proterra, and Rivian as well as a slew of major electric utilities, seeks to advocate for broad infrastructure support, tougher emissions standards, and point-of-sale incentives for EVs to encourage widespread adoption. ZETA also plans to secure increased federal support for electrification. There are several pathways for federal leadership to expand as the country welcomes the climate-focused Biden administration in January. For a deeper dive on the what lies ahead in the transportation landscape at the federal and state level, watch our recent conversation with Dan Sperling on EV Hub Live.
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EV Hub Live: Interview with Dan Sperling Available Online

In this episode of EV Hub Live, Nick Nigro sat down with transportation policy guru, Dan Sperling, the founding Director of the Institute of Transportation Studies at the University of California, Davis and member of the California Air Resources Board. They discussed the implications of the election on state ZEV programs, federal policy, and other key policies and programs related to EVs. Dan shared how he thinks things will go over the next year as the state legislatures and governors get going, Washington receives a new Congress, and a new President is sworn in.

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EV Hub News

California to Ban Sale of New Gas Vehicles by 2035

California, the nation’s largest vehicle market, has announced that the sale of new gasoline passenger cars and trucks will be banned after 2035. The ban comes as a result of an Executive Order from Governor Gavin Newsom and directly addresses the state’s long-term climate goals amid an ongoing season of particularly extreme wildfires. The next steps will be for the California Air Resources Board (CARB) to establish binding requirements setting this new rule in motion. Read More Here

15 States Commit to 100% ZEV Truck and Bus Sales By 2050

Organized by the Northeast States for Coordinated Air Use Management (NESCAUM), 15 states and Washington DC have come together in support of rapid electrification of the medium-and heavy-duty vehicle sector. The MOU signed by participating states calls for all new truck and bus sales to be zero emission by 2050. States partnering on the MOU include California, Colorado, Connecticut, Hawaii, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Vermont, and Washington. Read More Here

West Coast Clean Transit Corridor Initiative Final Study Released

The West Coast Clean Transit Initiative, a network of nine electric utilities and two public agencies representing more than two dozen municipal utilities, published their final report on June 17, 2020. The report outlines key findings from a study assessing the prospect of implementing EV charging fro freight trucks along the entire stretch of Interstate 5. The study recommends a phased approach for electrifying the I-5 corridor. At least 27 stations spaced out at 50-mile intervals would be included in phase one of the roll out which will take place through 2025. Read More Here

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