Electric Vehicle Charging Impacts

Utility Technology Disruption Report

Utilities in growing plug-in electric vehicle (PEV) markets are preparing for the increased load that transportation electrification presents. Approaches vary by utility business model and respective regulatory structures. However, utilities are generally moving toward encouraging PEV market development and/or managing load to benefit grid operations. At the same time, third-party vendors, including electric vehicle supply equipment (EVSE) manufacturers and automakers, are actively involved in developing services that cut across utility service territories.

During the first 5 years of the North American PEV market, sales have been concentrated in the U.S. West Coast states. Outside of the West Coast, eight Northeast states are likely to see PEV sales increase considerably as automakers stress battery electric vehicle (BEV) deployments and marketing efforts to comply with the region’s mandates for PEV production. Expansion of the PEV market will broaden technological appeal to more diverse socioeconomic classes and geographies. Demand for electric vehicle (EV) charging services will result in the need for increased infrastructure in the public sphere, in multi-unit dwellings, and at workplaces.

This slide-based Navigant Research Utility Technology Disruption report analyzes the U.S. market for EV charging services. The report focuses on technology and policy trends, customer adoption, utility deployments, and the vendor landscape. Cost curve projections and adoption forecasts are provided through 2025. Featuring Navigant Research’s Utility Technology Disruption Matrix and Execution Grid, the report also examines implications for traditional utility business models, provides utility case studies, and offers strategic recommendations for industry stakeholders to position for long-term success.

Key Questions Addressed:
  • What is the current availability and market maturity of electric vehicle supply equipment (EVSE)?
  • What is the relationship between the cost and adoption of electric vehicle (EV) charging services?
  • Who are the third-party players in the U.S. EV charging services space?
  • Which utilities are partnering with which vendors in this space?
  • What is the likely impact of EV charging services on traditional utility business models?
  • Which utilities are early adopters in the emerging EV charging services market?
  • What can utilities do to position their business to succeed in this market?
Who needs this report?
  • Investor-owned utilities
  • Publicly owned utilities
  • Unregulated utility subsidiaries
  • Industry associations
  • Fleet managers
  • Electric vehicle supply equipment (EVSE) manufacturers and service providers
  • U.S. state regulatory agencies
  • Investor community

Table of Contents

Executive Summary

Technology

Overview

Maturity

Geography

Customers

Adoption

Cost

Vendors

Vendor Ecosystem

Utility Partnerships

Disruption

Opportunities & Threats

Strategy

Utility Execution Grid

Business Models

Response

Utility Evolution

Disruption Mitigation Actions

Scope of Study

List of Charts and Figures

  • BEVs in Use with DC Charging Station Availability, United States: 2016
  • Distribution of PEV Population by State: 2015
  • Technology Adoption
  • U.S. EV Services Market: 2020
  • BEV, PHEV, and ICE Cost of Ownership and PEV Adoption, United States: 2016-2025
  • Vendor Landscape
  • Utility and Vendor Partnerships
  • Navigant Research Utility Disruption Matrix
  • Navigant Research Utility Execution Grid: EV Charging Services
  • EV Charging Service Business Model Attributes
  • How Does the Utility Make Money?
  • Spectrum of Potential Program Goals
  • Potential Strategic Approach

List of Tables

  • Pacific Gas and Electric (PG&E) BMW iChargeForward Program
  • Kansas City Power and Light (KCP&L) Clean Charge Network
  • Georgia Power GET CURRENT Program

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