CleanTechnica•6 months ago
Rivian & Tesla Long-Term US Sales Charts — Not Uplifting …
- •Slower-than-expected EV sales from key manufacturers like Tesla and Rivian signal a potential deceleration in electricity demand growth from the transportation sector, impacting long-term load forecasts for utilities and grid planners.
- •This trend may prompt a reassessment of the pace and scale of EV charging infrastructure deployment, influencing investment strategies for developers and large power consumers planning fleet electrification.
- •The 'not uplifting' sales performance could incentivize OEMs to explore new strategies, potentially including deeper integration with the grid through V2G capabilities or stationary storage solutions, creating new opportunities for grid service providers.
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