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CleanTechnicaabout 16 hours ago

EU Fleets Law Could Provide Over Half the EV Sales Carmakers Need in 2030 — New Research

Key Takeaway

This EU policy signals a massive, mandated increase in electricity demand from EV fleets, creating significant market opportunities for power generation, storage, and grid infrastructure developers, while requiring large consumers to strategically plan for electrification.

AI Summary

  • A proposed EU law targeting large company vehicle fleets could account for 57% of the EV sales carmakers need by 2030, provided lawmakers strengthen current targets.
  • This policy signals a significant, mandated increase in electricity demand across the EU, creating substantial market opportunities for developers of new generation (especially renewables), energy storage, and grid infrastructure.
  • Large power consumers, particularly those with vehicle fleets in the EU, should anticipate future electrification mandates and plan for increased electricity consumption, charging infrastructure, and potential grid impacts.
  • The accelerated shift to EVs will drive demand for flexible grid solutions, potentially new PPA structures, and significant financing for both fleet transitions and supporting energy infrastructure.

Topics

datacenteremissionsfinancingoempolicyppastoragetransmission

Article Content

But only if lawmakers increase the proposed fleets targets to require large companies to lead the EV transition. A new EU law to electrify the vehicle fleets of large companies could deliver 57% of the electric vehicle (EV) sales that carmakers need in 2030, new T&E research finds. While carmakers ... [continued] The post EU Fleets Law Could Provide Over Half the EV Sales Carmakers Need in 2030 — New Research appeared first on CleanTechnica .