Views: 4 Author: Site Editor Publish Time: 2022-09-24 Origin: Site
After surviving a long "stay at home order" and blockade period, the European auto market has finally restarted with difficulty. In the face of the auto industry, which has been hit hard by the epidemic, European governments have recently introduced stimulus policies, and these policies, without exception, focus on supporting the development of the electric vehicle industry. In addition to the "overweight" subsidies for electric vehicle purchases, European governments have also actively allocated funds to vigorously promote the construction of electric vehicle charging infrastructure.
On the one hand, the sales of electric vehicles in Europe continue to grow, and the current public charging piles may not be able to meet the needs of future users; on the other hand, consumers' "range anxiety" about electric vehicles is also one of the main reasons for affecting car purchases. Therefore, speeding up the construction of charging piles has become a top priority. The European Union and many European countries have also listed accelerating the construction of public charging piles as one of the priorities of this round of stimulus policies for the automobile market. In fact, in recent years, in order to promote electric vehicles, many multinational car companies have also laid out the construction of charging infrastructure. At the same time, in the face of the wave of electrification, many oil giants have also simultaneously targeted the vast charging pile market.
1 million charging piles are not enough
At the end of May this year, the European Commission proposed an economic recovery plan totaling 750 billion euros to deal with the severe shock caused by the epidemic. At present, the recovery plan has been supported by core EU member states such as Germany and France. On July 17, local time, all 27 EU member states will gather in Brussels, Belgium to discuss the recovery plan. The recovery plan focuses on driving the EU's transition to a "green economy". The European Commission has also drawn up a list of priority development projects to achieve the goal of carbon neutrality by 2050, including the promotion of electric vehicle replacement and a significant increase in electric vehicles. The number of car charging piles, etc.
Eric Mark Whitma, Director-General of the European Automobile Manufacturers Association (ACEA), said: "We need to accelerate action on charging infrastructure to increase consumer confidence in buying electric vehicles and drive EU-wide emissions reduction targets. Christian Ruby, Secretary-General of the European Electricity Industry Organization - European Electricity Industry Union (hereinafter referred to as "Euro Union"), also said: "To integrate clean transportation into the new normal of EU economic development, it is necessary to accelerate electric The introduction of new vehicles and the construction of charging infrastructure, upgrading the grid and developing suitable energy storage solutions.” Both ACEA and ETU welcomed the focus of the EU’s recovery plan on the construction of electric vehicle charging infrastructure.
In this recovery plan, the European Commission proposes to install 1 million public charging points by 2025, and the current number is less than 200,000. However, both ACEA and ETU said the figure was far below actual demand. According to a research report released by the European Transportation and Environment (T&E) environmental protection organization, the current number of charging piles in the EU is 185,000. According to the ratio of at least one charging pile for every seven electric vehicles, the current number of charging piles is sufficient. of. However, according to previous estimates by the European Union, the number of electric vehicles in Europe will reach 13 million by 2025, and 1.3 million public charging piles will need to be built. By 2030, the number of electric vehicles in Europe is expected to grow rapidly to 44 million, which means that in the next 10 years, Europe will need 3 million supporting public charging piles. To this end, the EU needs to invest 1.8 billion euros per year, or 3% of the annual transport infrastructure construction funds, to promote the construction of electric vehicle charging infrastructure.
"Soft and hard" to promote the construction of charging piles
In early June this year, the German government launched an economic stimulus plan of 130 billion euros. Specific to the automotive industry, Germany will allocate 50 billion euros to promote the development of electric vehicles and expand the construction of charging infrastructure, and increase the amount of electric vehicle subsidies. As planned, the German government will invest 2.5 billion euros in battery production and charging infrastructure. In fact, in September last year, the "Climate Protection Plan 2030" issued by the German federal government proposed to build 1 million charging piles in Germany by 2030.
According to the German Energy and Water Industry Association (BDEW), as of March this year, there were 27,730 charging piles in Germany. In order to speed up the popularization of electric vehicles, in this round of economic stimulus recovery plan, the German government requires all gas stations to provide electric vehicle charging services to eliminate the "range anxiety" of electric vehicle owners and stimulate consumer demand for electric vehicles. "As a necessary prerequisite for the large-scale development of electric vehicles, the expansion of Germany's charging infrastructure will be further accelerated." A relevant report from the German government shows: "To this end, the overall planning of charging infrastructure will be rapidly implemented, and the construction of a unified payment system for charging stations will also be implemented. Simultaneous." In addition to the mandatory installation of charging piles at gas stations, the construction of charging infrastructure in public places such as large shopping centers, hospitals, parks, and sports fields in Germany will also be accelerated.
Other countries in the EU are also pushing ahead with EV charging infrastructure. On June 29, local time, the Austrian government released the latest subsidy policy for electric vehicle consumption and charging infrastructure construction. This policy not only increases the subsidy for electric vehicle purchases, but also grants subsidies of up to 15,000 euros to public charging piles built by general enterprises according to the size of the charging capacity. It is understood that the subsidy policy is part of Austria's "Electric Mobility 2019-2020 Series of Actions", hoping to promote the gradual recovery of the Austrian economy from the epidemic. Leonor Weaver, Austrian Minister of Climate Protection, said: "A substantial increase in subsidies for electric vehicle purchases and charging infrastructure will not only help revolutionize mobility, but also make an important contribution to protecting the environment."
It is worth mentioning that in Europe, the country with the highest density of electric vehicles equipped with charging piles per 100 kilometers is the Netherlands. The latest figures show that as of June this year, the number of public and semi-public charging points in the Netherlands was 52,000. The Dutch government plans to build 1.8 million public, semi-public and private charging points across the country by 2030 to support the growing demand for electric vehicles. At present, the Netherlands provides two types of subsidies for enterprises building public charging piles: one is the environmental investment tax exemption, and enterprises can obtain an investment deduction of 36% of the total investment in the construction of charging piles. The other is random depreciation of environmental investment, and enterprises can obtain depreciation costs of up to 75% of the investment amount of charging piles.
The layout of car companies, the transformation of oil giants
While the European electric vehicle market continues to develop, car companies are also accelerating their deployment in the field of charging piles. Last year, South Korean automakers Hyundai Motor and Kia Motors announced their investment in IONITY, a joint venture established in 2017 by BMW, Ford, Daimler and the Volkswagen Group (which includes brands including Volkswagen, Audi, Porsche and others) to A comprehensive fast-charging network will be established in Europe to support the launch and sale of electric models by automakers. According to the plan, by the end of this year, the number of IONITY fast charging stations will be expanded to 400, with an average of at least one station every 120 kilometers on major European highways, which will greatly improve the experience of electric vehicle owners.
At the same time, many oil giants have also entered the charging field in response to the wave of the automotive industry's transformation to electrification. If it is estimated based on the penetration rate of electric vehicles in the next 20 years, it is estimated that by 2040, the world will need 12 million public electric vehicle charging piles, and the market potential is huge. In addition, according to Bloomberg New Energy Finance forecasts, by 2040, pure electric and plug-in hybrid vehicles are expected to account for more than half of global light vehicle sales, and the rapid development of electrification will undoubtedly threaten the survival of traditional oil companies. On the one hand, the broad development prospects of the charging pile market, and on the other hand, the impact of the new energy vehicle market on the traditional oil industry, it has become a matter of course for oil giants to deploy the field of charging piles.
Earlier this year, French oil giant Total announced that it will build 20,000 new electric vehicle charging piles in the Netherlands. It is reported that Total will provide electric vehicle charging services for 3.2 million residents of the Greater Amsterdam metropolitan area in the Netherlands, which is also the largest contract for electric vehicle charging piles in Europe to date. It is reported that, as part of the contract, Total is responsible for providing electricity for the electric vehicle charging network in the region, and 100% from renewable energy sources such as solar and wind energy. In an official statement, Total Marketing and Service President Alexis Wolfke said: "We aim to be a major player in the electric vehicle industry by operating 150,000 charging stations in Europe by 2025. "Previously, Total announced a partnership with ChargePoint operating company in the United States in 2018 to provide comprehensive electric vehicle charging solutions and services for the UK market.
Of course, BP will not give up the opportunity to deploy charging piles in the local market. As early as June 2018, BP acquired Chargemaster, the largest charging company in the UK, changed its name to BP Chargemaster, and began to deploy charging piles in the UK. Among the oil giants entering the field of charging piles, Royal Dutch Shell has made the biggest move. In 2017, it acquired the Netherlands-based startup NewMotion, which at the time had 30,000 electric vehicle charging points across Western Europe. In January last year, Shell acquired Greenlots, a Los Angeles-based developer of electric vehicle charging and energy management technology, to enter the US charging pile market. This followed in October last year when Shell announced it was the first oil company in the UK to replace petrol stations with electric vehicle charging centres.
It is believed that under the policy blessing of various governments and the joint efforts of power utilities, car manufacturers and oil companies, the construction of European charging piles will usher in a climax in the next few years, which will further promote local electric Further development of the automotive market.