EVs, Late Spring, 2022
- May 10, 2022 2:59 pm GMT
I started collecting information for this post shortly after I completed my last post on this Subject in March. However the one thing that I didn’t have is a main theme. In mid-April I found one, or actually decided to continue with one that I started at the beginning of 2022.
My theme is the continued staking-out submarkets in the U.S. Electric Vehicle (EV) Market. This is a complex market that includes both the final assemblers of EVs, EV-component manufacturers, and charging infrastructure developers.
1) Bloomberg NEF reports 2022 saw $1.1 trillion of investment support for cleantech, mostly in renewable power, EVs, storage and hydrogen, up 31% from 2021. Solar & wind got $495 billion, and EVs received $466. China led countries,..
1) Vehicle manufacturers in North America could be at 80% of new car production being zero emission vehicles (ZEV) by 2035 based on their announced plans. 2) Factory capacity in North America is about 18 million vehicles per year. North..
The 1.4GW NeuConnect will be the first interconnector linking the UK and Germany and will be capable of providing power to 1.5 million UK homes.
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