Assembly Bill 2127 Electric Vehicle Charging Infrastructure Assessment

This presentation includes results from the second California installment of EVI-Pro. Pursuant to California Assembly Bill 2127, evolving market and technology conditions warrant updating this statewide infrastructure assessment at least every two years. EVI-Pro has been updated to consider California's 2030 goal to have 5 million zero emission vehicles (ZEVs) on the road by 2030. CEC and NREL with the support of UC Davis and other state agencies, have set out to refine EVI-Pro to reflect increasing PEV market share, evolving vehicle and charging technology, and observed charging behavior.

Ambitious federal clean goals, along with historic investment in American manufacturing, have put the United States on track to see 30-42 million light-duty electric vehicles (EVs) on the road by 2030. Now, a groundbreaking study from the National Renewable Energy Laboratory (NREL) has estimated the EV charging infrastructure needed nationwide to support a sweeping transition to electrified transportation. The study, titled "The 2030 National Charging Network: Estimating U.S. Light-Duty Demand for Electric Vehicle Charging Infrastructure," estimates the number, type, and location of the chargers needed to create a comprehensive network of EV charging infrastructure. Its use of proprietary NREL software tools and sophisticated analysis have resulted in a nationwide infrastructure needs assessment with a never-before-seen level of detail - one that takes into account the different ways Americans travel, from running errands to taking road trips, and can adjust to changing circumstances as EV adoption rates change over time.

With the support of DOE's Vehicle Technologies Office and the DOE/DOT Joint Office (JO), NREL has applied the EVI-X modeling suite to conduct a National Electric Vehicle Infrastructure Needs Assessment. This report considers a 2030 scenario in which 50% of light-duty sales are electric (including plug-in hybrids), resulting in an on-road stock of 33 million vehicles. We consider the needs of vehicles used for typical daily driving, drivers without access to residential charging, corridor charging supporting long-distance travel, and ride-hailing electrification. We find that a cumulative capital investment of $82 billion in public and private charging infrastructure will be necessary in our baseline scenario (approximately 3x greater than our estimate of planned investments to date). This result is framed as a conservative estimate as the assumed costs include charging equipment and installation but exclude the cost of grid upgrades and distributed energy resources.

With the support of DOE's Vehicle Technologies Office and the DOE/DOT Joint Office (JO), NREL has applied the EVI-X modeling suite to conduct a National Electric Vehicle Infrastructure Needs Assessment. This report considers a 2030 scenario in which 50% of light-duty sales are electric (including plug-in hybrids), resulting in an on-road stock of 33 million vehicles. We consider the needs of vehicles used for typical daily driving, drivers without access to residential charging, corridor charging supporting long-distance travel, and ride-hailing electrification. We find that a cumulative capital investment of $82 billion in public and private charging infrastructure will be necessary in our baseline scenario (approximately 3x greater than our estimate of planned investments to date). This result is framed as a conservative estimate as the assumed costs include charging equipment and installation but exclude the cost of grid upgrades and distributed energy resources.