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July 27, 2020
Further Delays Announced For Upcoming EV Models
More EV model delays are on the horizon as automakers continue to grapple with setbacks. Production shutdowns in March and April due to COVID-19 continue to wreak havoc on plans to unveil new vehicles. A week after raking in another $2.5 billion for the most recent investment cycle, Rivian has announced that their flagship SUV and pickup will not be expected until August and June of 2021, respectively. Other automakers have taken similar approaches with both Ford and Tesla indefinitely postponing plans to accelerate the delivery of highly anticipated models like the Mustang Mach-E and Cybertruck.

Delays come at the same time as newly available data shows U.S. EV sales are down 20 percent through May compared to the first five months of 2019. The 54 percent decline in May alone was greater than the drop in sales across the entire auto market, which only fell by 33 percent. Looking for answers for the EV sector’s woes, the New York Times pointed to one key factor­­­─Tesla’s stranglehold on the market. In 2020, the EV giant accounts for more than 70 percent of the total sales through May and makes four of the top five highest selling models. Model 3 sales through May 2020 are six times higher than those for the Chevy Bolt, the most popular non-Tesla EV on the market this year. The automaker’s second quarter global deliveries were only down 5 percent compared to 2019 and this week they announced Austin, Texas as the location for their next Gigafactory dedicated to Cybertruck and Semi production.

Tesla’s reign has been unchecked over the last two years, although other automakers have begun to soldier up and make a run at the throne. Based on research we conducted with Climate Nexus, which was featured on Quartz (paywall) this week, at least 30 EV models are expected to reach the market sometime in 2021. Tesla has already successfully introduced their latest, the Model Y crossover, and plans to ramp up deliveries through the remainder of the year. The Model Y’s first new competitor will likely be the Polestar 2, the first vehicle to be offered on Volvo’s new brand. Polestar claims the first deliveries are underway and the asking price starts at $60,000. Volkswagen has the Model 3 in its sights as the automaker works to bring the ID 4 to market this year. The vehicle is expected to go for $35,000 and will eventually be produced at the new Chattanooga EV plant that is on schedule to begin producing American-made EVs in 2021.

Tesla is still setting the pace for innovation for now, a fact that could exacerbate the challenges facing the EV market throughout the rest of 2020. Models like the Hyundai Kona that were celebrated in 2019 as EVs for the everyday driver are only selling a few hundred units a month due to limited availability and low production volumes. The big three of Ford, GM, and Fiat-Chrysler have committed $42 billion collectively to EV development, although together only have five EVs in production and available on the market today. Time will tell if the big autos will be able to catch up with Tesla; our upcoming Automaker Dashboard will allow you to track their progress and compare their achievements against their commitments to EVs.
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EV Hub Live: Episode #1 on July 29th
We're very excited to launch EV Hub Live, a regular series of live video podcasts presenting deep dives into EV topics and providing policy professionals a platform to talk about the most important issues of the day. This new offering is based on your suggestions from the 2020 EV Hub User Survey, and unlike conventional podcasts or webinars, we’re planning to make EV Hub Live a forum for subject matter experts to focus specifically on their work on transportation electrification.

For episode #1, we’ll talk with Jimmy O’Dea from the Union of Concerned Scientists and Kathy Kinsey from the Northeast States for Coordinated Air Use Management (NESCAUM) about the significance of CARB’s MD/HD rule and the recently announced MOU on truck electrification. We'll record the episode on Wednesday, July 29th at 2pm ET. Join us to ask questions in real time and if you can't make it, we’ll make recordings available via the typical podcast platforms.
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Follow the EV Hub on Twitter!
The EV Hub joined Twitter a year ago and we are working to ramp up our presence on Twitter. We encourage you to retweet or like anything you found useful. Follow us for relevant media stories and updates to EV Hub resources throughout the week!
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Media Pulse
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EV Hub News

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

U.S. DOT Awards $130 Million for Electric Transit Buses in 40 States

The United States Department of Transportation awarded $130 million for electric transit buses and supporting infrastructure through the Low- or No-Emission (Low-No) Grant program on June 2, 2020. The awards were spread over 40 states and Washington D.C. and will help transit agencies accelerate the electrification of their fleets. The 2020 funding cycle is the largest yet for the Low-No program, which has contributed almost $480 million to transit bus electrification since 2015. Read More Here

Catch Up On EV Hub News Alerts
Job Openings
Below are current job openings in transportation electrification: If you have a job posting you would like to share with EV Hub users, please send them to us in an email at info@atlasevhub.com.
Upcoming Events

For episode #1, we’ll talk with Jimmy O’Dea from the Union of Concerned Scientists and Kathy Kinsey from the Northeast States for Coordinated Air Use Management (NESCAUM) about the significance of CARB’s MD/HD rule and the recently announced MOU on truck electrification. Read more here. 

July 29th @ 2pm EST

As the winner of the $10 million Smart City Challenge grant awarded to Columbus by the Paul G. Allen Family Foundation, Columbus committed to adding hundreds of EVs to local public and private fleets. In this webinar, discover innovative practices for public fleet procurement that led to the adoption of more than 300 public EVs, as well as challenges encountered in private fleet adoption and strategies to mitigate them moving forward. Read more here.

August 4th @ 3pm EST

The Michigan Energy Innovation Business Council (Michigan EIBC) invites you to attend the second EV Convening of 2020 (11th of the series) on Tuesday, August 11. This convening will take place via Zoom. The topic is Public Fleet Electrification. Read more here.

August 11th @ 1pm EST

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