The Southern Alliance for Clean Energy (SACE) and Atlas Public Policy crunched numbers for our 2023 end-of-year state and regional data update to bring more current information to layer onto our 2023 Transportation Electrification in the Southeast report. We found that the electric car, truck, and bus markets continue to grow rapidly across nearly all indicators despite recent media stories to the contrary, which we will examine in a forthcoming blog.
Southeast Electric Transportation Indicators as of December 31, 2023
A closer look at regional light-duty EV sales shows that overall growth is driven by increases across automakers as they compete with Tesla, which remains the dominant brand. EV market share as a percentage of new car sales ended the year at a regional average of 7.5%.
Southeast Light Duty EV Sales and Market Share
A closer look at market share, a good indicator of consumer sentiment, shows variation among states and continued regional lagging behind national averages. Florida, Georgia, and North Carolina lead the pack, with Tennessee, South Carolina, and Alabama trailing.
Southeast Light-Duty EV Market Share (Percentage of New Sales)
Manufacturing competition among states heats up
The biggest EV stories from our region in 2023 continue to be those around manufacturing investments and jobs. Georgia leads the region and the nation in both categories, with North Carolina moving to the #2 spot regionally ahead of #3 Tennessee and South Carolina at #4. These four Southeast states are all in the nation’s top eight EV manufacturing states, helping the Southeast secure nearly a third of the nation’s anticipated EV manufacturing jobs to date.
EV Manufacturing Facilities
Source: EV Jobs Hub
The region’s manufacturing boom is part of a broader nationwide domestic manufacturing buildout driven by Made-in-America incentives in the Inflation Reduction Act (IRA), including manufacturing and consumer tax credits. These incentives are intended to shore up the domestic supply chain and increase jobs, many of which are landing in underemployed, rural communities across the Southeast.
Looking ahead to 2024
Something to watch in 2024 is the growing regional political power of EV, battery, and supply chain companies; and the important impacts it has on state-level EV policies. Thus far, the governors of Georgia, North Carolina, Tennessee, and South Carolina have been very supportive of EV manufacturing expansion, enacting executive orders, working closely with economic development agencies, and encouraging legislators to enact laws to make their states more attractive to domestic and international businesses looking to invest.
But, as shown in our 2023 Transportation Electrification in the Southeast report and our year-end updates, the region’s policymakers have largely stopped short of passing policies to encourage and support electric car, truck, and bus adoption; and in many instances, have even passed or are trying to pass unsupportive measures such as excessive EV taxes, preemption of state and local EV-ready building codes, and restrictions on regulatory authorities. Unfortunately, 2024 is unlikely to result in supportive EV policies in the region’s hyperpolarized election-year state houses.
The coming year will also see the accelerated deployment of the National EV Infrastructure (NEVI) program, funded through the Bipartisan Infrastructure Law (BIL). This program will add $5 billion of fast chargers every 50 miles along America’s highways. This buildout will help remove one of the most significant barriers to mass market adoption: the lack of accessible and reliable public charging.
Lastly, sales are likely to continue expanding throughout 2024, as showcased in J.D. Powers’s 2023 study, which revealed that 26% of new car shoppers say they are “very likely” to consider purchasing an EV and 61% are “overall likely.” Questions remain around whether legacy automakers can successfully pivot and get promised 2024 electric makes and models to showrooms, as well as how successful consumer marketing and awareness campaigns will be at engaging and inspiring consumers. Consumer Reports Electric Vehicle Survey found that only 5% of consumers have significant direct EV experience, while 34% have none. The survey also found that consumers’ willingness to purchase an EV increases as direct EV experience increases, making getting consumer butts in EV seats a priority.
The Southern Alliance for Clean Energy’s Electrify the South program leverages research, advocacy, and outreach to accelerate the equitable transition to electric transportation across the Southeast. Visit ElectrifytheSouth.org to learn more and connect with us.
The post 2023 Southeast EV Data: Sales Up, Billions Invested and Jobs appeared first on SACE | Southern Alliance for Clean Energy.
2023 Southeast EV Data: Sales Up, Billions Invested and Jobs
While Raskin’s bill sounds good, this “Whack-a-Mole” approach to preventing dishonesty in government is doomed to failure. Trump and his criminal administration will always find new ways to cheat.
Weather Guard Lightning Tech
Court Keeps GE on Vineyard Wind, France Plans Huge Wind Farm
Allen covers GE Vernova ordered to stay on Vineyard Wind, TotalEnergies filing for France’s largest renewable project, Spain’s repowering grants, and Dajin’s Hong Kong stock debut.
Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us!
Good Monday.
Wind energy made news this week from Boston courtrooms…
to the coast of Normandy …
to the stock exchange floors of Hong Kong.
Let us start in Massachusetts.
A Boston judge has once again told GE VERNOVA it cannot walk away from VINEYARD WIND.
To understand why GE VERNOVA wants out…
you have to look at the money.
VINEYARD WIND owes GE VERNOVA three hundred and sixty million dollars
on a one-point-two-billion-dollar turbine supply contract.
VINEYARD WIND is withholding that payment.
GE VERNOVA says it has the contractual right to walk when it is not paid.
In February, they sent VINEYARD WIND a termination notice.
VINEYARD WIND sued.
In April, Judge PETER KRUPP issued an injunction ordering GE to stay.
GE VERNOVA came back and asked the judge to reconsider.
Vernova pointed to statements from state officials and VINEYARD WIND’s own parent company describing the eight-hundred-and-six-megawatt project as essentially complete.
If the project is done, GE argued, there is no harm in letting us leave.
Judge KRUPP did not buy it.
Here is why this matters so much to the Commonwealth of Massachusetts.
VINEYARD WIND is the largest offshore wind project in New England.
It is owned jointly by Spain’s IBERDROLA
and Denmark’s COPENHAGEN INFRASTRUCTURE PARTNERS.
It began initial operations just this past February…
after the developer won a separate court fight to keep federal construction permits intact.
Sixty-two turbines.
A four-point-five-billion-dollar investment.
The anchor project for offshore wind in the entire region.
The judge found that GE VERNOVA’s proprietary expertise
is still needed to bring those turbines to full operational capacity.
Pull GE’s more than two hundred employees and subcontractors off the job…
and the project’s financing structure could collapse.
Massachusetts Governor MAURA HEALEY has weighed in publicly.
The state has too much riding on this project to let it unravel in court.
GE VERNOVA still has its appeal of the April injunction pending.
But for now… the turbines keep turning.
Now let us cross the Atlantic.
Off the coast of Normandy, France…
TOTALENERGIES has filed for government authorization
of a massive offshore wind farm called CENTRE MANCHE ENERGIES.
This will be France’s largest renewable energy project… ever.
One-point-five gigawatts of offshore wind.
Located more than forty kilometers off the Normandy coast.
Four-point-five billion euros in investment.
Up to twenty-five hundred construction jobs over three years.
Once running, the wind farm will generate
roughly six terawatt-hours of clean electricity per year…
enough to power more than one million French homes.
TOTALENERGIES was awarded this project by the French government
eight months ago.
Filing for authorization is the next milestone on the path to construction.
Meanwhile… across the Pyrenees in Spain…
The Spanish government has awarded grants for eighty wind repowering projects
totaling two-point-four gigawatts of capacity.
With Nearly four hundred and sixty million euros in subsidies.
The goal: replace older turbines with more efficient technology by twenty-thirty.
The names on the award list read like a who’s who of European wind energy.
IBERDROLA… STATKRAFT… EDP…
ENEL GREEN POWER… NATURGY…
RWE … and others.
IBERDROLA alone picked up four hundred megawatts of new capacity.
And this repowering wave is not just replacing old machines.
Some projects are swapping out turbines that were once the industry standard…
one-point-five and two-megawatt machines…
for the far more powerful equipment available today.
The industry is not just building forward.
It is rebuilding smarter.
And finally… a story from the other side of the world.
A Chinese manufacturer of offshore wind foundations and towers
called DAJIN HEAVY INDUSTRY
made its debut on the Hong Kong Stock Exchange this past Friday.
The share sale raised up to eight hundred and forty-seven million dollars.
DAJIN claims a notable distinction:
it says it ranked as Europe’s largest offshore wind foundation supplier
by monopile sales value in the first half of twenty twenty-five.
The company plans to use more than half the proceeds
to expand its deep-sea wind power services…
and one-fifth to build an assembly facility in Europe.
As we know wind energy is continues to push forward.
On every front.
And that is the state of the wind industry for the eighth of June, twenty twenty-six.
Join us for the Uptime Wind Energy Podcast.
Court Keeps GE on Vineyard Wind, France Plans Huge Wind Farm
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