Yuav ua li cas GM, Ford, Tesla tab tom tiv thaiv lub teb chaws EV them kev sib tw

Ntau tus neeg ntau dua puas tau yuav tsheb hluav taws xob. Muaj txog 2 lab EVs ntawm txoj kev hauv Asmeskas, nce rau 2016 npaug txij li xyoo 280, tab sis tus naj npawb ntawm EVs tseem yog ib qho me me ntawm ntau dua XNUMX lab tsheb hauv kev ua haujlwm. Qee yam, xws li cov nqi them ua ntej thiab cov roj teeb ntau, feem ntau yog kev tsim khoom thiab kev tsim kho tshiab tau raug daws hauv cov tuam txhab. Tab sis lwm qhov chaw ntawm cov neeg siv khoom tsis kam qhib cov lus nug nyuaj uas yuav tsum tau hais txog ntawm qib macro - muaj cov chaw them nqi thiab daim phiaj hluav taws xob uas tuaj yeem tswj tau lawv.

Tam sim no, tsheb thiab tsheb thauj khoom sib xyaw ua ke los tsim txog li ib feem tsib ntawm cov pa hluav taws xob hauv tsev ntsuab. Txhawm rau kom ua tau raws li cov phiaj xwm xa tawm xoom xoom hauv xyoo caum tom ntej, cov neeg siv khoom yuav tsum tau yuav ntau lub tsheb hluav taws xob, thiab lawv yuav xav tau ntau qhov chaw los them lawv. Lub Department of Energy nquag taug qab tag nrho cov chaw them nyiaj rau pej xeem (tag nrho cov chaw them nyiaj ntau dua) hauv lub tebchaws, tus lej tam sim no sawv ntawm 55,000. Yog hais tias lub suab zoo li ntau, xav txog tias muaj ze li peb npaug ntawm ntau qhov chaw nres tsheb roj. Tsis tas li ntawd, nco ntsoov tias txawm tias EV them lub sij hawm sib txawv, lawv qeeb qeeb dua li gassing, yog li congestion yog ib qho teeb meem tseem ceeb ntawm cov chaw them nqi. 

Raws li ib tug tsis ntev los no McKinsey & Company Report, kwv yees li 20-lub sij hawm ntau qhov chaw them nqi yuav xav tau ntau dua li tam sim no muaj, txog li 1.2 lab tus nqi them rau pej xeem.

Qhov twg kev sib tw tau yog ib feem tseem ceeb ntawm EV innovation, pej xeem thiab ntiag tug kev koom tes yuav pab txhawb kev txhim kho ntawm EV-them infrastructure. Thawj Tswj Hwm Biden tsis ntev los no tau tshaj tawm cov qauv tshiab rau EV them nyob rau hauv txoj kab nrog nws lub hom phiaj ntawm kev txhim kho 500,000 qhov chaw them nyiaj ntxiv los ntawm 2030, thiab $ 7.5 billion muab tso tseg los ntawm Bipartisan Infrastructure Law sawv cev rau tsoomfwv thawj qhov kev nqis peev hauv EV chargers. Cov txheej txheem yam tsawg kawg nkaus yuav pab tsim lub hauv paus rau cov xeev los tsim cov chaw nres tsheb them nyiaj uas siv tau rau txhua tus neeg tsav tsheb tsis hais qhov chaw nyob, EV hom lossis lub tuam txhab them nyiaj.

"Public nyiaj txiag yog qhov tseem ceeb tshwj xeeb tshaj yog rau txoj kev loj hauv txoj kev them nqi uas muab cov teeb meem kev lag luam nyuaj vim tias kev lag luam EV tseem loj hlob ntxiv," said GM tus kws tshaj lij.

Infrastructure tsis muaj qhov txaus siab ntawm splashy tshiab tsheb rollouts zoo li lub Chevy Silverado EV los yog Ford hluav taws xob F-150 xob laim pickup, thiab raws li GM tus kws tshaj lij tau piav qhia, muaj qhov xav tau tsis tu ncua rau kev sib koom tes ntawm kev sib koom tes thiab kev txhawb nqa txoj cai los ua kom yooj yim tso cai, ua kom muaj hluav taws xob siv hluav taws xob, ua kom lub sij hawm zaum thiab kab sib txuas sib txuas, thiab tshem tawm lwm yam kev cuam tshuam zoo rau kev xa tawm.

Nws tau hais tias "Qhov no tiag tiag xav tau 'tag nrho tes ntawm lub lawj' txoj hauv kev," nws hais.

Ib feem ntawm qhov tsis txaus ntawm kev them nqi hluav taws xob tau ua nrog qhov xwm txheej ntawm EV kev yuav khoom txog tam sim no. Tesla sawv cev rau 80% ntawm EV kev lag luam hauv Teb Chaws Asmeskas Nrog rau theem pib Tesla raug nqi ib ncig ntawm $ 50,000 thiab 80% ntawm Tesla cov tswv them nyiaj hauv tsev, kev txhim kho cov chaw them nqi pej xeem tsis tau ua raws li cov kev xav tau yav tom ntej. 

Tab sis muaj cov cim qhia tias qhov no hloov pauv. 

Tesla, uas tau siv nws tus kheej cov cuab yeej cuab tam rau nws lub Supercharger network, tau txav deb ntawm tus qauv ntawd. Lub Xya hli ntuj dhau los, Tesla CEO Elon Musk tau sau tseg hauv tweet tias Tesla tsim nws tus kheej lub network vim tsis muaj ib qho. "Peb tsim peb tus kheej txuas, vim tias tsis muaj tus qauv rov qab los & Tesla tsuas yog tsim lub tsheb hluav taws xob ntev. Uas tau hais tias, peb tab tom ua rau peb lub Supercharger network qhib rau tag nrho lwm cov EVs. " 

Raws li GM pom nws, tus naj npawb ntawm cov chargers, thaum tseem ceeb, tsuas yog ib feem ntawm zaj dab neeg.

"Peb ntseeg hais tias qhov kev tsom xam yuav tsum yog los tsim ib qho kev them nyiaj tag nrho uas ua rau muaj kev yooj yim, txhim khu kev qha, muaj peev xwm them nqi rau txhua tus, thiab qhov no yog Qhov peb tab tom sim ua nrog Ultium Charge 360, ”tus kws tshaj lij GM tau hais. Qhov no suav nrog kev nthuav dav hauv tsev (nrog rau ntau tsev neeg vaj tsev), tom haujlwm, thiab hauv cov chaw pej xeem, nrog rau kev siv ntxiv xws li cov nkoj. "Nws kuj txhais tau tias tau txais cov khoom siv hluav taws xob zoo hauv qhov chaw raug kom tau raws li cov neeg siv khoom xav tau thiab tsim kev ntseeg siab tam sim no thiab yav tom ntej," nws hais.

Nyob rau yav tom ntej ntawm Lub Rooj Sib Tham Tsheb hauv lub Tsib Hlis, Musk tau hais tias Tesla yuav ntxiv CCS txuas rau nws lub Supercharger network: "Nws yog me ntsis trickier nyob rau hauv Teb Chaws Asmeskas vim hais tias peb muaj ib tug txawv connector tshaj li lwm yam kev lag luam, tab sis peb yuav tau ntxiv cov seem ntawm kev lag luam connector raws li ib qho kev xaiv rau Superchargers nyob rau hauv lub US," Musk hais. Qhov sib xyaw ua ke-kev them nyiaj system (CCS) yog tus qauv thoob plaws Tebchaws Europe, thiab ntxiv Tesla adapter muab Tesla-tus tswv nkag mus rau ntau txoj kev them nqi, suav nrog kev tso cai rau cov tswv tsis yog Tesla nkag mus rau Supercharger network. 

Lub Plaub Hlis, Musk - nws kev sib raug zoo nrog Biden tswj hwm, Thiab Democratic Party, tau nruj - zaum nrog Biden cov thawj coj thiab GM CEO Mary Barra los tham txog EV-them infrastructure. Department of Transportation tau piav qhia txog qhov xwm txheej hauv kev sib koom tes: "Kev pom zoo dav dav tias cov chaw them nqi thiab tsheb yuav tsum muaj kev sib cuam tshuam thiab muab kev paub zoo rau cov neeg siv, tsis hais lub tsheb twg koj tsav tsheb lossis qhov chaw koj them koj EV," said DoT nqe lus.

Hauv kaum xyoo tom ntej no, Ford npaj yuav nce kev siv nyiaj ntawm EVs ntau npaum li $ 20 billion. Nws BlueOval Charging Network yog qhov loj tshaj plaws rau pej xeem them network hauv North America, nrog ze li ntawm 20,000 lub chaw them nyiaj uas muaj 60,000-plus plugs. Hais txog kev nrawm nrawm ntawm nws cov phiaj xwm EV, Ford CEO Jim Farley tau hais ntawm qhov kev tshwm sim EV tsis ntev los no, "Qhov ntawd yog ib yam uas tsis muaj leej twg yuav ntseeg tau ob xyoos dhau los ntawm peb."

Cov kab lis kev cai nyob ib puag ncig EV-them chaw nres tsheb txawv qhov sib txawv ntawm cov chaw nres tsheb roj, nrog ntau qhov kev them nyiaj hauv tsev tau nug cov lus nug txog kev ncaj ncees thiab kev nkag mus, thiab kev faib nruab nrab ntawm nroog thiab cov chaw nyob deb nroog, raws li txoj cai. Environmental and Energy Study Institute. Muaj qhov tseem ceeb ntawm Tebchaws Asmeskas nyob deb nroog uas ib tus tuaj yeem tsav tsheb rau qee lub sijhawm yam tsis tau pom EV-them chaw nres tsheb, thaum lub chaw ntim khoom ntim cov toj roob hauv pes ib ntus. GM thiab Ford yuav tsum yog ib feem tseem ceeb ntawm qhov kev siv zog tseem ceeb no los tawm tsam "them suab puam."

GM, los ntawm nws Dealer Community Charging Program, yuav faib mus txog 10 lub chaw them nyiaj rau nws cov neeg muag khoom EV. Qhov no yuav ntxiv qee qhov 40,000 chaw nres tsheb, sib npaug sib npaug thoob plaws lub tebchaws, tshwj xeeb tshaj yog nyob rau thaj chaw tsis muaj kev pabcuam. Qhov no yuav pab tau ntau tus neeg siv khoom hauv ntau qhov kev them nyiaj: ze li 90% ntawm cov neeg Asmeskas nyob hauv 10 mais ntawm GM cov tswv lag luam. Raws li ib feem ntawm a $750 lab pib, cov chaw nres tsheb no tuaj yeem muab faib rau ntawm kev txiav txim siab ntawm GM cov chaw muag khoom thoob plaws hauv lawv cov zej zog.

"Peb xav muab cov cuab yeej zoo rau cov neeg siv khoom thiab nkag mus rau kev them nyiaj rau qhov twg thiab thaum twg lawv xav tau," GM Thawj Tswj Hwm Mark Reuss tau hais nyob rau hauv nqe lus tshaj tawm lub Kaum Hli Ntuj txog nws cov hom phiaj, "thaum ua haujlwm nrog peb cov neeg muag khoom network kom nrawm nrawm ntawm kev siv tau hauv underserved, nyob deb nroog thiab nroog. "

GM cia siab tias feem ntau them nyiaj yuav tshwm sim hauv tsev, uas yooj yim rau cov neeg siv khoom feem ntau. McKinsey kwv yees tias Teb Chaws Asmeskas yuav xav tau 28 lab tus neeg them nyiaj ntiag tug los ntawm 2030. GM's Ultium ntse chargers, uas yuav muaj nyob rau tom qab xyoo no, yuav muab sijhawm rau cov neeg siv khoom thiab cov lag luam los dov cov nqi rau hauv cov nqi xauj tsev thiab qiv tsheb.

Nws tseem tab tom tso kev them nyiaj rau pej xeem qhov chaw uas cov neeg siv khoom twb tau siv sijhawm li ntawm 30 feeb mus rau ob peb teev - xws li cov khw muag khoom noj thiab chaw ua si - txhawm rau ua kom yooj yim dua rau pej xeem them. Ib qho piv txwv ntawm qhov no yog GM kev koom tes nrog EVgo txhawm rau nruab 3,250 DC ceev chargers hauv thaj chaw loj hauv nroog thaum kawg ntawm 2025.

Raws li qhov nyuaj raws li qhov teeb meem ntawm kev them nyiaj suab puam yog cov lus nug ntawm kev tsim kho hauv nroog, qhov twg txawm tias cov neeg yuav khoom txaus siab - ntau tus neeg kuj yog cov neeg nyob hauv chav tsev - tej zaum yuav muaj teeb meem loj hauv kev nrhiav chaw them nyiaj yooj yim thiab txhim khu kev qha. Hauv kev teeb tsa hauv nroog lossis hauv nroog cov tsheb thauj neeg, qhov teeb meem loj yog tsis muaj chaw nres tsheb lossis lwm qhov chaw uas tus neeg siv khoom tuaj yeem xa mus. Raws li Yury Dvorkin, tus pab xibfwb ntawm hluav taws xob thiab khoos phis tawj engineering thiab tus tswv cuab ntawm C2SMART Tier 1 Transport Center ntawm NYU Tandon, qhov kev daws teeb meem tseem ceeb yog pej xeem them cov khoom siv hluav taws xob, uas yuav tsum muaj lub zog siab (kom ntseeg tau tias lub zog them nyiaj siab thiab yog li them ceev. ) thiab ntau lub khw muag khoom (kom paub meej tias ntau lub EV tuaj yeem them tib lub sijhawm).

"Yog tias koj tuaj yeem yuav tus nqi pheej yig EV (yog tias koj sau tag nrho cov kev txhawb nqa thiab cov txiaj ntsig se), tus nqi yuav khoom pheej yig rau ntau tus neeg nyob hauv Asmeskas nroog thiab qhov kev txwv tiag tiag rau kev saws me nyuam yog qhov tseeb nkag mus rau pej xeem cov kev them nqi. ", Dvorkin hais. 

Cov automakers loj yog hu rau qhov txuas ntxiv ntawm tsoom fwv cov kev txhawb siab rau EV kev yuav khoom. Lub caij no, cov nyiaj txiag kev tsim kho tsis ntev los no yog "txog kauj ruam tseem ceeb" rau EV infrastructure, Dvorkin tau hais, tab sis ntau dua li qhov qhib rau R&D ntxiv dua li kev kho txhua yam.

Dvorkin tau hais tias muaj ntau "kev sib tw techno-economic," Dvorkin tau hais tias, yuav tsum tau daws dhau qhov kev tswj hwm ncaj qha ntawm cov tuam txhab tsheb. Cov thawj coj tau tso cai txwv tsis pub thiab, qhov tseem ceeb tshaj, cov kev txwv hauv kab hluav taws xob. "Kev tso cai tseem yog ib qho nyuaj thiab nws yuav siv sij hawm ntau lub hlis kom txog thaum lub chaw them nyiaj EV tau pom zoo," nws hais. "Thiab yuav tsum tau ua kom ntseeg tau tias daim phiaj muaj peev xwm xa hluav taws xob mus rau EV them chaw nres tsheb; qhov no yuav tsum tau txhim kho cov cuab yeej los txiav txim siab qhov twg EV them cov txheej txheem yuav tsum tau siv txhawm rau txhawm rau ua kom tau raws li cov neeg siv khoom xav tau thiab cov kev txwv fais fab. "

Kev nqis tes ua los ntawm cov tuam txhab tsim tsheb qub qub xws li GM thiab Ford qhia txog kev hloov pauv kev coj noj coj ua hauv kev txav mus rau EVs thiab tuaj yeem ua rau muaj kev hloov pauv hauv lub teb chaws automotive kab lis kev cai. Txawm hais tias tom qab mus rau qhov kev ua si tshaj Tesla, cov automakers loj sawv cev rau cov kev xav tseem ceeb ntawm lub tsheb ntev woven rau hauv American lub tswv yim: kev ywj pheej, muaj peev xwm, kev khiav tawm - tsis muaj leej twg ua si tawm zoo heev yog tias koj tsis tuaj yeem khaws koj lub roj teeb. Raws li GM thiab Ford khaws qhov nrawm ntawm lawv cov EV kev tsim khoom, thiab Tesla nthuav dav nkag mus rau nws cov EV-them kev teeb tsa, qhov kev xav loj dua tuaj yeem txav mus nrog lawv, nrog rau kev them nyiaj ntau dua ntawm txoj kev.

"Nws yog Ford Motor Company ... tus qauv-T. Nov yog qhov peb ua. Peb tsis yog qee qhov kev pib tshiab, " Farley tsis ntev los no hais rau CNBC.  

-Los ntawm Trevor Laurence Jockims, tshwj xeeb rau CNBC.com