Imakethe yezimoto zikagesi yaseMelika kulindeleke ukuthi ikhule isuka ku- $28.24 billion ngo-2021 iye ku- $137.43 billion ngo-2028, ngesikhathi sokubikezela sika-2021-2028, ngesilinganiso sokukhula sonyaka esihlanganisiwe (CAGR) sama-25.4%.
U-2022 bekungunyaka omkhulu kunayo yonke emlandweni wokuthengiswa kwezimoto zikagesi ekuthengisweni kwezimoto zikagesi zase-US kwaqhubeka nokudayisa izimoto ezisebenza ngophethiloli engxenyeni yesithathu ka-2022, nerekhodi elisha lezimoto zikagesi ezingaphezu kuka-200,000 ezithengiswe ezinyangeni ezintathu.
Iphayona lezimoto zikagesi u-Tesla usengumholi wemakethe ngesabelo samaphesenti angama-64, ehle kusukela kumaphesenti angama-66 engxenyeni yesibili kanye namaphesenti angama-75 ngekota yokuqala. Ukwehla kwesabelo akunakugwenywa njengoba abakhiqizi bezimoto bendabuko bebheke ukufica impumelelo kaTesla nomjaho wokuhlangabezana nesidingo esikhulayo sezimoto zikagesi.
Amakhulu amathathu - iFord, GM neHyundai - ahamba phambili njengoba enyusa ukukhiqizwa kwezinhlobo ze-EV ezidumile njenge-Mustang Mach-E, Chevrolet Bolt EV neHyundai IONIQ 5.
Naphezu kwezintengo ezikhuphukayo (hhayi nje ezezimoto zikagesi), abathengi base-US bathenga izimoto zikagesi ngesivinini esirekhodiwe. Izinxephezelo ezintsha zikahulumeni, njengezikweletu zentela yezimoto zikagesi ezihlinzekwe kuMthetho Wokuncishiswa Kwamandla Emali, kulindeleke ukuthi ziqhubekisele phambili ukukhula kwesidingo eminyakeni ezayo.
I-US manje inesamba semakethe yezimoto zikagesi ezingaphezu kwamaphesenti ayisi-6 futhi isendleleni yokufinyelela umgomo wesabelo samaphesenti angama-50 ngo-2030.
Ukusatshalaliswa kokuthengiswa kwezimoto zikagesi e-US ngo-2022
2023: Isabelo sezimoto zikagesi sikhuphuka sisuka ku-7% siye ku-12%
Ucwaningo olwenziwa nguMcKinsey (Fischer et al., 2021) luphakamisa ukuthi, ngenxa yokutshalwa kwezimali okwengeziwe ngabaphathi abasha (okubandakanya umgomo kaMongameli Biden wokuthi ingxenye yakho konke ukuthengiswa kwezimoto ezintsha e-US kuzoba izimoto ezikhipha i-zero ngo-2030), izinhlelo zezikweletu zamukelwe. ezingeni likahulumeni, izindinganiso eziqinile zokukhipha ugesi, kanye nokuzibophezela okwandayo ekufakeni ugesi ngama-OEM amakhulu ase-US, ukuthengiswa kwezimoto zikagesi kungenzeka kuqhubeke ukwanda.
Futhi izigidigidi zamadola ekusetshenzisweni kwengqalasizinda okuhlongozwayo zingakhuphula ukuthengiswa kwe-EV ngezinyathelo eziqondile ezifana nezikweletu zentela zabathengi zokuthenga izimoto zikagesi nokwakha ingqalasizinda entsha eshaja umphakathi. ICongress futhi icubungula iziphakamiso zokwandisa isikweletu sentela samanje sokuthenga imoto kagesi entsha isuka ku-$7,500 iye ku-$12,500, ngaphezu kokwenza izimoto zikagesi ezisetshenzisiwe zifanelekele ikhredithi yentela.
Ukwengeza, ngokusebenzisa uhlaka lwengqalasizinda ehlukene kabili, abaphathi babophezele imali eyizigidigidi eziyi-1.2 eminyakeni eyisishiyagalombili ukuze kusetshenziswe imali yezokuthutha nengqalasizinda, okuzoqale kuxhaswe ngemali eyizigidigidi ezingama-550. Lesi sivumelwano, esithathwa yiSenethi, sihlanganisa amaRandi ayizigidi eziyizinkulungwane ezingu-15 ukuze kusheshiswe ukwamukelwa kwezimoto zikagesi futhi kusheshiswe imakethe yezimoto zikagesi e-United States. Ibekela eceleni u-$7.5 wezigidigidi zenethiwekhi kazwelonke yokushaja i-EV kanye nenye imali eyizigidi eziyizinkulungwane ezingu-7.5 zamabhasi nezikebhe ezikhipha umoya omncane nezingenayo indawo yamabhasi ezikole asebenzisa udizili.
Ukuhlaziywa kukaMcKinsey kuphakamisa ukuthi sekukonke, ukutshalwa kwezimali okusha kombuso, inani elikhulayo lezifundazwe ezinikeza izinzuzo nezaphulelo ezihlobene ne-EV, kanye nezikweletu ezivumayo zentela zabanikazi be-EV cishe kuzogqugquzela ukwamukelwa kwama-EV e-United States.
Izindinganiso eziqinile zokukhipha umoya zingaholela ekwandeni kokwamukelwa kwezimoto zikagesi ngabathengi baseMelika. Izifundazwe ezimbalwa zaseMpumalanga naseNtshonalanga zasoGwini sezivele zamukele izindinganiso ezibekwe yiCalifornia Air Resources Board (CARB), kanti ezinye izifundazwe kulindeleke ukuthi zijoyine eminyakeni emihlanu ezayo.
Umthombo: Umbiko kaMcKinsey
Sekuhlanganiswe ndawonye, indawo yokulawula ye-EV evumayo, inzalo ekhulayo yabathengi kuma-EVs, kanye nokushintsha okuhleliwe kwe-OEMs yezimoto ekukhiqizeni i-EV kungenzeka kube nomthelela ekukhuleni okuphezulu ekuthengisweni kwe-US EV ngo-2023.
Abahlaziyi be-JD Power balindele ukuthi isabelo semakethe saseMelika sezimoto zikagesi sifinyelele ku-12% ngonyaka ozayo, sisuka ku-7% namuhla.
Esimeni esihle kakhulu sezimoto zikagesi zakwaMcKinsey, zizobalelwa cishe u-53% wazo zonke izimoto ezidayiswayo ngo-2030. Izimoto zikagesi zingabalelwa ngaphezu kwengxenye yokuthengiswa kwezimoto zase-US ngo-2030 uma zisheshisa.
Isikhathi sokuthumela: Jan-07-2023