Shared/Electric Mobility at #CK2018 | Madhav Pai, WRI India

1. EARLY ADOPTERS
ELECTRIC MOBILITY

2. GLOBAL STOCK OF ELECTRIC VEHICLES
https://www.iea.org/publications/freepublications/publication/GlobalEVOutlook2017.pdf
Only 0.15% of the
global stock of 1.3
Billion motor vehicles

3. EV GROWTH FACTS
• In 2016, the EV market crossed 2 million vehicles mark
• 40% of the sales were in China & 20% in the US
• 95% of the sales were in 10 countries
• China has the world’s largest electric vehicle fleet
• Share of EVs in new car registrations in 2016:
– Norway – 29% in 2016
– The Netherlands - 6.4%
– Sweden - 3.4%
– China, France and UK - 1.5% each.

4. GROWTH OF NEW ELECTRIC VEHICLE REGISTRATIONS
IN CHINA, EUROPE AND THE US (IN ‘000)
59
95
118
208
188
116
352
202
159
0
50
100
150
200
250
300
350
400
CHINA EUROPE US
2014 2015 2016
(In ‘000)

5. GLOBAL OEMS ANNOUNCING AMBITIOUS EV TARGETS
OEM Announcement
BMW EVs to constitute 15-25% of the BMW group's sales by 2025
Chevrolet (GM) 30 thousand annual electric car sales by 2017
Chinese OEMs 4.52 million annual electric car sales by 2020
Daimler 0.1 million annual electric car sales by 2020
Ford 13 new EV models by 2020
Honda Two-thirds of the 2030 sales to be electrified vehicles
Renault-Nissan 1.5 million cumulative sale of electric cars by 2020
Tesla
0.5 million annual electric car sales by 2018
1 million annual electric car sales by 2020
Volkswagen 2-3 million annual electric car sales by 2025
Volvo 1 million cumulative electric car sales by 2025
https://www.iea.org/publications/freepublications/publication/GlobalEVOutlook2017.pdf

6. Rising
demand
Falling
battery prices
Increasing energy
Density of
batteries
Increasing
share of
renewable
energy
Emergence of
shared mobility
FOUR RECENT DEVELOPMENTS
THAT HAVE SPURRED INTEREST

7. CHARGING STATIONS IN VARIOUS COUNTRIES
http://www.siam.in/uploads/filemanager/114SIAMWhitePaperonElectricVehicles.pdf

8. • China- exemptions from acquisition and excise taxes that range
between $5000 – $8000 per vehicle
• Norway- electric cars exempt from acquisition tax, BEVs exempt
from 25% VAT on car purchases
• Japan- subsidy scheme that grants progressively higher subsidies
with increasing vehicle range - maximum $7,700 per vehicle
• Sweden- purchase rebate of $4,500 per vehicle on EV, rebate for
plug in hybrid vehicles - $2,250 per vehicle
• Denmark- exemptions from registration tax - gradual phasing in of
these taxes to bring back the full tax by 2022
• London - Exemption from having to pay congestion charges
FINANCIAL INCENTIVES

9. RESEARCH AGENDA = EMERGING FROM NITI AAYOG + WRI
WORKSHOP
1. Clear, rational, long term road map (fiscal & policy support) for electric and hybrid-electric vehicles
transition to provide assurance and stability for investors
1. Electric + Electric hybrids – Common policy or Not
2. Early Adopters
1. Modes, Freight/Personal, Individual Fleets
2. Possible early adopters – Freight delivery vehicles (Incentives – operating vehicles during day time,
airport bus fleets, 2 wheeler fleets of food delivery)
3. Design Incentive - Tax waivers (Priority sector for lending (like homes), Road Tax, Registration,
Accelerated Depreciation
3. Infrastructure
1. Charging Infrastructure (Business Models, Standards (BIS),
2. Understanding the impact on the power grid and identify strategies
3. Battery recycling
4. Boosting Manufacturing/Make in India
1. Detailed study and plan for adoption of appropriate duty structure for components for electrified
vehicles by 2030 (In 2 months) . Guiding principles : Raw material security, Inverted duty
structure/Phased approach
2. Import duty subsidy for equipment for manufacturing – plant, machinery, tool and battery (Details
need to be studied and listed
3. Strategic dialogue/tie-up with source rich countries with more friendly countries
(Lithium/Cobalt/Nickel diplomacy)
4. Research Fund – Public + Private (Battery – Emergence of solid state batteries, Semi conductors –
GAN (Galium Nitrate & Silicon Carbide) technologies, Motors – without Permanent Magnet /
alternates to rare earths
5. Roadmap for employment and job creation

10. Key components of Electrified Vehicles
(Hybrid Electric and Electric vehicles are same
In addition to the ambition of 40% EVs, electrification of remaining 60%
ICE vehicles will bring scale and viability to component manufacturing
Transformation
image
Electrification Approach to Catalyze Local EV Manufacturing

11. DR. OP AGARWAL, CEO, WRI INDIA
Thank You
Workshop on Accelerating Electric
Mobility in India
March 16, 2018 | Kochi