EV CHARGING NETWORKS: A FEASIBLE COMPONENT OF ASIA’S DECARBONIZATION PATHWAY

EV CHARGING NETWORKS: A FEASIBLE COMPONENT OF ASIA’S DECARBONIZATION PATHWAY

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  EV Charging Networks:a Feasible Component of Asia’s Decarbonisation Pathway Yatin Premchand Managing Director, Global Advisory, Asia Pacific, Black & Veatch
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  1st Public Chargingfor Medium & Heavy Trucks
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  Zero Emissions FleetVehicles Decarbonised mobility considers energy generation, storage and sourcing 3
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  4 EV Fleets ✓Predictable dutycycles (+ greater cost savings) ✓Shorter routes / flat terrain Hydrogen Fuel Cell Fleets: ✓Fast refueling ✓Long range ✓Heavy payloads 4 Commercial Fleets: differing scenarios, trade-offs, benefits Understand the business / use case scenario
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  5 While capital costs arehigher… Electric Truck ~$180K Diesel Truck $135K Electric Van $45K Gas Van $36K Costs for Ford eTransit and Tesla Semi are coming in at about 30-50% on the capital cost side
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  6 …operating costs are significantly lower Asfuel and maintenance savings are the biggest drivers of savings, vehicles with higher mileage will drive positive business cases. Trucking is a tight margin business and these savings are significant to the bottom line. 2019 ONTARIO CASE STUDY Diesel Truck Cost per km Electric Truck Cost per km Labor $0.52 $0.52 Fuel based on overnight vs daytime charging $0.42 $0.10 - $0.23 Maintenance $0.12 $0.08 Insurance $0.08 $0.08 Licenses $0.03 $0.03 Tires $0.04 $0.04 Diesel Emission Fluid $0.01 - Other $0.02 $0.02 TOTAL BEFORE CHARGING $1.24 $0.87 - $1.00 COTS OF CHARGING $0 $0.08 - $0.15 TOTAL COSTS $1.24 $0.95 - $1.15 SAVINGS 7% - 23%
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  Black & Veatch 7 ElectricVehicle Infrastructure – Controlling Project Costs Project Delays are Expensive. Plan Way Ahead for: • site feasibility • power delivery • equipment lead times • design approvals Vehicles that Cannot Charge and Expedited Construction are Expensive. • power delivery per facility • understand and manage entire supply chain • understand all required approvals (internal/external) • understand and plan for contracts and legal process Change and Risk are Expensive. • quality information drives design certainty • design certainty drives cost certainty • develop execution strategies to reduce risk • plan for unknowns
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  Black & Veatch 8 ElectricVehicle Infrastructure Lessons Learned • Start early on EVERYTHING​ • Interagency agreements and approvals • State environmental impact filings • Sort applicable terms and conditions • Differences between vehicles, infrastructure and deployment services Manage process, permissions & buy-in • Utility load letters right of way and service agreements • DOT and city approvals, special permits • Building and electrical permits (can expire!) • Facility & Energy Managers
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  Trends are creatingnew opportunities Will these pull through across Asia Pacific? 9 Policy will Drive Fleets towards Electrification Technical Solutions are Available Collective Inertia Pushing the Electrification Trend Opportunity for New Businesses & New Entrants Dropping Battery Costs are Making Electric Fleets Economic Move to Sustainability is Accelerating ?
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  ICE Policy TrendsAcross Asia Pacific Singapore – 60,000 Charging Points and sale of new cars restricted to cleaner energy models from 2030 India - 30% of private cars, 70% of commercial vehicles and 80% of two and three-wheelers by 2030 Thailand - electric vehicles (EVs) account for 30% of domestic vehicle production by 2030 Malaysia - 38% from the total industry volume by 2040 Australia – ZEV sales of 80-90 per cent by 2030 Indonesia - 600,000 EVs by 2030 Vietnam - net-zero emissions in the transport sector by 2050
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  11 Commercial EV SalesSurge in 2023 • ZEV vans and truck sales predicted hit almost 600,000 globally in 2023. Up over 80% from 2022. • Rigorous use of commercial vehicles means substantially reduced emissions and oil demand when electrified. • Large orders made from GM’s BrightDrop, Volvo Truck, Tesla, Daimler Truck and others, and deliveries are occurring.
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  Black & Veatch 12 TeslaSupercharger Network Since 2015, Black & Veatch has designed, engineered, permitted and/or constructed 6,400 charging posts at 800 Tesla Supercharger sites in North America, engaging 960 MW of energy. Electrify America Network To date, Black & Veatch has engineered, permitted and constructed over 3,950 high-powered DC Fast Charger posts for 580 Electrify America sites in eight U.S. regions, engaging 427 MW of energy. We deployed 55 MW of battery storage and 3 canopy sites. Building Charging Networks
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  Largest Globally IndustrialReal Estate Company Business Case Assessment for Commercial Fleet Electrification Scalable, commercial EV infrastructure across 4,700 properties and 19 countries • Evaluated global policy and EV incentives • Conducted a fleet electrification business analysis that dove-tailed with business model: • Provided location and customer strategy • Vendor evaluation • Go-to-market models • Opportunity sizing • Organizational design and team sizing • Scale-up strategy
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  Black & Veatch FleetElectrification Feasibility Study & Business Model Approach – Cement & Logistics Discovery / Observations Use Case Profiles Engineering Designs Business Model Options Project Economics EV Business Case EV Business Model(s) EV Business Plan Environmental & Regulatory Analysis Pilot Site Design and Planning Fleet Conversion Plan Utility Connection Process Clients’ Fleet Conversion and reviewing business models to help Client develop businesses to facilitate the Electric Vehicle (EV) transition in ASEAN Project covers EV Fleet Conversion Plan and EV Business Implementation Strategy CONFIDENTIAL
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  Black & Veatch 10 Stepsto Building Sustainable Electric Fleets 1: Define Fleet Profile & Use 2: Manage Organizational Changes 3: Review & Select Technology Options 4: Optimize On-site Energy 5: Understand Demand for On-Site Electric Power 6: Site Selection & Planning 7: Conduct Utility Coordination, Engineering & Design 8: Apply for Permit & Approvals 9: Distribution Grid Upgrades 10: Integrate Equipment, Construct & Commission A well-planned approach helps control costs and future-proof systems
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  Black & Veatch BLACK &VEATCH’S UNIQUE CAPACITY TO DECARBONIZE TRANSPORTATION 50+ years in Asia; 1,500+ professionals in region 16 • Ability to work on multiple sites concurrently for fast scaling • Strategy, feasibility, planning, design, engineering, permitting and construction solution • Renewable energy and energy storage integration • Grid modernization and planning Renewable Energy Battery Energy Storage Systems Hydrogen Refueling Electric Vehicle Charging • Network of experienced, capable contractors • Experience with high-density EV charging depots, logistics, autonomous, and urban fleet deployment • Extensive industry & utility relationships • Focus on speed, safety, and quality
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  Discussion
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  Contact Us Yatin Premchand E:[email protected] www.bv.com