Msika wamagalimoto amagetsi aku US akuyembekezeka kukula kuchokera pa $28.24 biliyoni mu 2021 kufika $137.43 biliyoni mu 2028, ndi nthawi yolosera ya 2021-2028, pamlingo wokulirapo pachaka (CAGR) wa 25.4%.
2022 inali chaka chachikulu kwambiri pamakampani ogulitsa magalimoto amagetsi ku US Electric magalimoto akupitilirabe kugulitsa magalimoto oyendetsedwa ndi mafuta mgawo lachitatu la 2022, ndi mbiri yatsopano yamagalimoto amagetsi opitilira 200,000 omwe adagulitsidwa m'miyezi itatu.
Mpainiya wamagalimoto amagetsi Tesla amakhalabe mtsogoleri wamsika wokhala ndi gawo la 64 peresenti, kuchokera ku 66 peresenti mgawo lachiwiri ndi 75 peresenti m'gawo loyamba.Kutsika kwagawo sikungapeweke chifukwa opanga magalimoto azikhalidwe amayang'ana kuti akwaniritse kupambana kwa Tesla ndikuthamanga kuti akwaniritse kufunikira kwa magalimoto amagetsi.
Akuluakulu atatu - Ford, GM ndi Hyundai - akutsogola pamene akukulitsa kupanga mitundu yotchuka ya EV monga Mustang Mach-E, Chevrolet Bolt EV ndi Hyundai IONIQ 5.
Ngakhale kukwera kwamitengo (osati kokha kwa magalimoto amagetsi), ogula a US akugula magalimoto amagetsi pa liwiro la mbiri.Zolimbikitsa zatsopano zaboma, monga misonkho yamisonkho yamagetsi yamagetsi yoperekedwa mu Inflation Reduction Act, ikuyembekezeka kupititsa patsogolo kufunikira kwazaka zikubwerazi.
US tsopano ili ndi gawo lonse la msika wamagalimoto amagetsi opitilira 6 peresenti ndipo ili panjira kuti ikwaniritse cholinga cha gawo la 50 peresenti pofika 2030.
Kugawidwa kwa zogulitsa zamagalimoto amagetsi ku US mu 2022
2023: Gawo lamagalimoto amagetsi likuwonjezeka kuchoka pa 7% mpaka 12%
Kafukufuku wopangidwa ndi McKinsey (Fischer et al., 2021) akuwonetsa kuti, motsogozedwa ndi ndalama zochulukirapo ndi oyang'anira atsopano (kuphatikiza cholinga cha Purezidenti Biden kuti theka la magalimoto onse atsopano ku US azikhala magalimoto osatulutsa ziro pofika 2030), mapulogalamu angongole omwe akhazikitsidwa. pamlingo waboma, miyezo yolimba yotulutsa mpweya, ndikuwonjezera kudzipereka pakuyika magetsi ndi ma OEM akuluakulu aku US, kugulitsa magalimoto amagetsi kukuyembekezeka kupitilira kukula.
Ndipo mabiliyoni a madola pakugwiritsa ntchito zomangamanga atha kulimbikitsa malonda a EV kudzera munjira zachindunji monga misonkho ya ogula pogula magalimoto amagetsi ndikumanga zida zatsopano zolipirira anthu.Congress ikuganiziranso malingaliro owonjezera ngongole ya msonkho yaposachedwa yogula galimoto yamagetsi yatsopano kuchokera pa $ 7,500 mpaka $ 12,500, kuwonjezera pakupanga magalimoto amagetsi ogwiritsidwa ntchito kuti athe kulandira ngongole ya msonkho.
Kuphatikiza apo, kudzera munjira yoyendetsera magawo awiri, olamulira apereka $ 1.2 thililiyoni pazaka zisanu ndi zitatu kuti agwiritse ntchito zoyendera ndi zomangamanga, zomwe zidzaperekedwa ndalama zoyambira $ 550 biliyoni.Mgwirizanowu, womwe ukutengedwa ndi Senate, umaphatikizapo $ 15 biliyoni kuti apititse patsogolo kukhazikitsidwa kwa magalimoto amagetsi ndikufulumizitsa msika wamagalimoto amagetsi ku United States.Ikuyika pambali $7.5 biliyoni ya netiweki yapadziko lonse yolipirira EV ndi $7.5 biliyoni ina ya mabasi otsika komanso opanda mpweya komanso mabwato kuti alowe m'malo mwa mabasi asukulu oyendera dizilo.
Kuwunika kwa McKinsey kukuwonetsa kuti, ndalama zatsopano za federal, kuchuluka kwa mayiko omwe amapereka zolimbikitsa zokhudzana ndi EV ndi kuchotsera, komanso kubweza msonkho kwa eni ake a EV zitha kulimbikitsa kukhazikitsidwa kwa ma EV ku United States.
Miyezo yotsika kwambiri yotulutsa mpweya ingapangitsenso kuchulukira kwa magalimoto amagetsi ndi ogula aku US.Mayiko angapo a Kum'mawa ndi Kumadzulo kwa Coast atengera kale miyezo yokhazikitsidwa ndi California Air Resources Board (CARB), ndipo mayiko ambiri akuyembekezeka kulowa nawo zaka zisanu zikubwerazi.
Gwero: Lipoti la McKinsey
Kuphatikizidwa, malo abwino oyendetsera ma EV, chiwongola dzanja chowonjezeka cha ogula mu ma EV, komanso kusintha kwa magalimoto a OEMs pakupanga ma EV akuyembekezeka kuthandizira kupitiliza kukula kwa malonda a US EV mu 2023.
Ofufuza ku JD Power akuyembekeza kuti msika waku US wamagalimoto amagetsi ufikira 12% chaka chamawa, kuchokera pa 7 peresenti lero.
M'magalimoto amagetsi a McKinsey, adzawerengera pafupifupi 53% ya malonda onse okwera magalimoto pofika chaka cha 2030. Magalimoto amagetsi amatha kuwerengera theka la malonda a galimoto a US pofika chaka cha 2030 ngati akufulumira.
Nthawi yotumiza: Jan-07-2023