Imakethi yemoto yombane yaseMelika kulindeleke ukuba ikhule ukusuka kwi-28.24 yeebhiliyoni zeedola ngo-2021 ukuya kwi-137.43 yeebhiliyoni zeedola ngo-2028, kunye nexesha eliqikelelwayo lika-2021-2028, ngesantya sokukhula sonyaka (CAGR) sama-25.4%.
I-2022 yayingowona nyaka omkhulu kwirekhodi yokuthengiswa kwemoto yombane kwi-US yokuthengisa imoto yoMbane iqhubekile ukuthengisa izithuthi ezinepetroli kwikota yesithathu ye-2022, kunye nerekhodi entsha yeemoto zombane ezingaphezu kwe-200,000 ezithengiswa kwiinyanga ezintathu.
Uvulindlela wezithuthi zombane uTesla uhlala eyinkokeli yemarike kunye nesabelo seepesenti ze-64, ehla ukusuka kwi-66 ekhulwini kwikota yesibini kunye ne-75 ekhulwini kwikota yokuqala.Ukwehla kwesabelo akunakuphepheka njengoko ii-automakers zemveli zijonge ukubamba impumelelo kaTesla kunye nogqatso lokuhlangabezana nemfuno ekhulayo yezithuthi zombane.
Ezintathu ezinkulu - iFord, iGM kunye neHyundai - zikhokela indlela njengoko zinyusa ukuveliswa kweemodeli ze-EV ezidumileyo ezifana neMustang Mach-E, Chevrolet Bolt EV kunye neHyundai IONIQ 5.
Nangona ukunyuka kwamaxabiso (kwaye kungekhona nje kwizithuthi zombane), abathengi base-US bathenga izithuthi zombane kwirekhodi.Iinkuthazo zikaRhulumente omtsha, ezifana neekhredithi zerhafu yezithuthi zombane ezibonelelwe kuMthetho wokuNcitshiswa kwexabiso lokunyuka kwamaxabiso, kulindeleke ukuba ziqhubele phambili ukukhula kwemfuno kwiminyaka ezayo.
I-US ngoku inesabelo esipheleleyo semarike yezithuthi zombane ezingaphezu kweepesenti ze-6 kwaye isendleleni yokufikelela kwinjongo yesabelo se-50 ekhulwini kwi-2030.
Ukuhanjiswa kwentengiso yemoto yombane e-US ngo-2022
2023: Isabelo sesithuthi sombane sonyuka ukusuka kwi-7% ukuya kwi-12%
Uphando lukaMcKinsey (uFischer et al., 2021) lucebisa ukuba, luqhutywa lutyalo-mali olongezelelekileyo lulawulo olutsha (kubandakanya nenjongo kaMongameli Biden yokuba isiqingatha sayo yonke intengiso yemoto entsha e-US iya kuba ziimoto ezikhupha i-zero ngo-2030), iinkqubo zetyala zamkelwe. kwinqanaba likarhulumente, imigangatho engqongqo yokukhutshwa kombane, kunye nokwandisa izibophelelo zokufakelwa kombane ngama-OEM amakhulu ase-US, ukuthengiswa kwezithuthi zombane kunokwenzeka ukuba kuqhubeke ukwanda.
Kwaye iibhiliyoni zeedola kwinkcitho yeziseko ezingundoqo ezicetywayo zinokunyusa ukuthengiswa kwe-EV ngamanyathelo athe ngqo afana neekhredithi zerhafu zabathengi zokuthenga izithuthi zombane kunye nokwakha iziseko ezitsha zokutshaja zoluntu.ICongress iphinda ithathele ingqalelo iziphakamiso zokunyusa intlawulo yerhafu yangoku yokuthenga isithuthi esitsha sombane ukusuka kwi-7,500 yeedola ukuya kwi-12,500 yeedola, ngaphezu kokwenza izithuthi zombane ezisetyenzisiweyo zifanele ukuhlawulwa ngetyala.
Ukongeza, ngenkqubo-sikhokelo yeziseko ezingundoqo zamacandelo amabini, abalawuli bazibophelele nge-1.2 yetriliyoni yeedola kwisithuba seminyaka esibhozo yenkcitho yezothutho neziseko ezingundoqo, eya kuthi iqale ixhaswe ngeebhiliyoni zeerandi ezingama-550.Isivumelwano, esithathwa yi-Senate, sibandakanya i-15 yeebhiliyoni zeedola ukukhawulezisa ukwamkelwa kwezithuthi zombane kunye nokukhawulezisa imarike yeemoto zombane e-United States.Ibekela bucala i-7.5 yeebhiliyoni zeerandi kuthungelwano lwesizwe lokutshaja i-EV kunye nenye i-7.5 yeebhiliyoni zeerandi kwiibhasi kunye nezikhitshane ezikhupha amandla aphantsi kunye nezikhusi ezithatha indawo yeebhasi zesikolo ezihamba nge-diesel.
Uhlalutyo lukaMcKinsey lucebisa ukuba lulonke, utyalo-mali olutsha lomanyano, inani elikhulayo lamazwe anika inkuthazo enxulumene ne-EV kunye nezaphulelo, kunye neekhredithi zerhafu ezithandekayo kubanini be-EV kusenokwenzeka ukuba zikhuthaze ukwamkelwa kwee-EVs eUnited States.
Imigangatho engqongqo yokukhutshwa kombane inokukhokelela ekwamkelweni okwandisiweyo kwezithuthi zombane ngabathengi baseMelika.Amazwe amaninzi aseMpuma naseWest Coast sele efumene imigangatho ebekwe yiBhodi yezoMoya yaseCalifornia (CARB), kwaye amanye amazwe kulindeleke ukuba ajoyine kwiminyaka emihlanu ezayo.
Umthombo: Ingxelo kaMcKinsey
Ithathiwe kunye, indawo yolawulo ye-EV efanelekileyo, ukonyuka komdla wabathengi kwii-EVs, kunye nokutshintsha okucwangcisiweyo kwee-OEMs zezithuthi kwimveliso ye-EV kunokwenzeka ukuba negalelo ekukhuleni okuphezulu kwintengiso ye-US EV ngo-2023.
Abahlalutyi be-JD Power balindele ukuba isabelo semarike yase-US yezithuthi zombane zifikelele kwi-12% kunyaka ozayo, ukusuka kwi-7 ekhulwini namhlanje.
Kwimeko eqikelelweyo yeMcKinsey yezithuthi zombane, baya kuphendula malunga ne-53% yazo zonke iintengiso zeemoto zabakhweli ngo-2030. Iimoto zombane zingabalelwa ngaphezu kwesiqingatha se-US yeentengiso zeemoto ngo-2030 ukuba zikhawuleza.
Ixesha lokuposa: Jan-07-2023