Manaʻo ʻia ka mākeke kaʻa kaʻa ʻAmelika e ulu mai $ 28.24 biliona i 2021 a i $ 137.43 biliona i 2028, me kahi wānana o 2021-2028, ma kahi helu ulu ulu makahiki (CAGR) o 25.4%.
ʻO 2022 ka makahiki nui loa i hoʻopaʻa ʻia no ke kūʻai aku ʻana i nā kaʻa uila i ka US Electric kaʻa kūʻai i hoʻomau i ke kūʻai aku i nā kaʻa i hoʻohana ʻia i ka ʻaila ma ke kolu o ka makahiki 2022, me kahi moʻolelo hou o nā kaʻa uila he 200,000 i kūʻai ʻia i ʻekolu mahina.
ʻO ka paionia kaʻa uila ʻo Tesla ke alakaʻi i ka mākeke me ka hapa 64 pakeneka, mai ka 66 pakeneka i ka lua o ka hapaha a me 75 pakeneka i ka hapaha mua. ʻAʻole hiki ke ʻae ʻia ka emi ʻana o ka ʻāpana ʻoiai ke nānā nei nā mea hana kaʻa kuʻuna e hopu i ka kūleʻa o Tesla a me ka lāhui e hoʻokō i ka piʻi nui ʻana o nā kaʻa uila.
ʻO nā mea nui ʻekolu - Ford, GM a me Hyundai - ke alakaʻi nei i ke ala i ko lākou hoʻonui ʻana i ka hana ʻana o nā hiʻohiʻona EV kaulana e like me Mustang Mach-E, Chevrolet Bolt EV a me Hyundai IONIQ 5.
ʻOiai ke piʻi ʻana o nā kumukūʻai (a ʻaʻole no nā kaʻa uila wale nō), ke kūʻai nei nā mea kūʻai aku o ʻAmelika i nā kaʻa uila ma kahi wikiwiki. ʻO nā mea hoʻoikaika aupuni hou, e like me nā hōʻaiʻē ʻauhau kaʻa uila i hāʻawi ʻia ma ka Inflation Reduction Act, e manaʻo ʻia e hoʻoulu hou i ka ulu koi i nā makahiki e hiki mai ana.
ʻO ka US i kēia manawa he hapa nui o ka mākeke kaʻa uila ma mua o 6 pākēneka a aia ma ke ala e hiki ai i kahi pahuhopu o ka māhele 50 pakeneka e 2030.
Ka mahele ʻana o ke kūʻai ʻana i nā kaʻa uila ma US ma 2022
2023: Piʻi ka māhele kaʻa uila mai 7% a i 12%
ʻO ka noiʻi a McKinsey (Fischer et al., 2021) e hōʻike ana, e alakaʻi ʻia e ka hoʻopukapuka hou aʻe e ka hoʻokele hou (me ka pahuhopu o Pelekikena Biden ʻo ka hapalua o nā kūʻai kaʻa hou a pau ma US e lilo i kaʻa zero-emission i ka makahiki 2030), ua ʻae ʻia nā papahana hōʻaiʻē. i ka pae moku'āina, ʻoi aku ka ikaika o ka hoʻokuʻu ʻana, a me ka hoʻonui ʻana i ka hoʻohiki ʻana i ka electrification e nā US OEM nui, e hoʻomau ʻia ke kūʻai ʻana o nā kaʻa uila.
A hiki i nā piliona kālā ke hoʻonui i ke kūʻai aku ʻana o EV ma o nā hana pololei e like me nā ʻauhau ʻauhau o nā mea kūʻai aku no ke kūʻai ʻana i nā kaʻa uila a me ke kūkulu ʻana i nā ʻoihana hoʻolimalima lehulehu. Ke noʻonoʻo nei ka ʻAhaʻōlelo i nā manaʻo e hoʻonui i ka ʻauhau ʻauhau o kēia manawa no ke kūʻai ʻana i kaʻa uila hou mai $7,500 a i $12,500, ma waho aʻe o ka hana ʻana i nā kaʻa uila i kūpono no ka ʻauhau ʻauhau.
Eia kekahi, ma o ka bipartisan infrastructure framework, ua hāʻawi ka hoʻokele i $1.2 trillion ma mua o ʻewalu mau makahiki no ka lawe ʻana a me ka hoʻolilo ʻana i nā ʻoihana, e hoʻomaka ʻia ma $550 biliona. ʻO ka ʻaelike, e lawe ʻia ana e ka Senate, he $ 15 biliona e hoʻolalelale i ka lawe ʻia ʻana o nā kaʻa uila a me ka wikiwiki i ka mākeke no nā kaʻa uila ma ʻAmelika Hui Pū ʻIa. Hoʻokaʻawale ʻo ia i $7.5 biliona no kahi pūnaewele hoʻolimalima EV a me $ 7.5 biliona hou no nā kaʻa kaʻa haʻahaʻa a me ka ʻole-emission a me nā ferries e pani i nā kaʻa kula mana diesel.
Hōʻike ka hōʻike ʻana a McKinsey, ʻo ka nui o nā hoʻopukapuka federal hou, ka ulu ʻana o nā mokuʻāina e hāʻawi ana i nā mea hoʻolalelale e pili ana i ka EV a me nā rebates, a me nā hōʻaiʻē ʻauhau maikaʻi no nā mea nona ka EV e hoʻoikaika paha i ka hoʻokomo ʻana i nā EV ma ʻAmelika Hui Pū ʻIa.
Hiki i nā kūlana hoʻokuʻu stricter ke alakaʻi i ka hoʻonui ʻana i nā kaʻa uila e nā mea kūʻai aku o US. Ua apono mua kekahi mau mokuʻāina Hikina a me West Coast i nā kūlana i hoʻonohonoho ʻia e ka California Air Resources Board (CARB), a ʻoi aku ka nui o nā mokuʻāina e manaʻo ʻia e hui pū i nā makahiki ʻelima e hiki mai ana.
Puna: McKinsey Report
Hoʻohui pū ʻia, kahi kaiapuni hoʻoponopono EV maikaʻi, hoʻonui i ka makemake o nā mea kūʻai aku i nā EV, a me nā kaʻa OEM i hoʻolālā ʻia e hoʻololi i ka hana EV e kōkua paha i ka ulu kiʻekiʻe o ke kūʻai aku ʻana o US EV i 2023.
Manaʻo nā mea noiʻi ma JD Power i ka māhele mākeke US no nā kaʻa uila e hōʻea i ka 12% i ka makahiki aʻe, mai ka 7 pakeneka i kēia lā.
Ma McKinsey ka mea i manaʻo nui ʻia no nā kaʻa uila, e helu lākou ma kahi o 53% o nā kūʻai kaʻa kaʻa a pau i ka makahiki 2030. Hiki i nā kaʻa uila ke helu i ʻoi aku ma mua o ka hapalua o nā kūʻai kaʻa US ma 2030 inā lākou e wikiwiki.
Ka manawa hoʻouna: Jan-07-2023