The f
irst ten months of 2024 saw 262,487 pure EV and 113,278 plug in hybrids registered. In October the BEV+PHEV fraction broke through 30%.
Given that plug in vehicles do not tend to consume much fuel, they are an important factor in how we would expect the situation to develop.
The original question was about how long before petrol stations start closing, and petrol becomes harder to buy. Hybrids still require petrol, so I would ignore your 113,278 plug in hybrids and just look at the 262,487 pure EVs for 10 months, which is not dissimilar to my 300,000 per year.
Well the state has set a hard end date for ICE vehicle sales.
And it's coming relatively soon, it appears all new cars will be plug-in capable from 2030.
Once that happens people will have a choice of trying to keep ancient vehicles running or switching to electric or plug in vehicles. And in 2035 even the plug ins will dissapear.
I would expect fuel demand to start falling several percent per year from 2030, if not before - which will send the petrol station infrastructure into a deathspiral.
Diesel will last longer but the remaining petrol fleet will have serious fuel availabiltiy issues from then.
Do you honestly see 2m EV sales in 2035 from a base of 300,000 in 2024? Based on 300,000 EV sales in 2024, to hit the target you need to sell an extra 170,000 EVs each year, which is 50% up on current sales. Yes, I accept it will not be straight line, but will EV sales hit 2m in 10 years? VW are struggling with sales and closing factories, and it increasingly looks as though we will be dependent on Chnese imports to hit this target. Is this good politically or economically?
Harry's Garage
has just released a new video on the electric Porsche Macan. It has a range of around 300 miles. But hitch a trailer or a caravan, and the range drops to 120 miles. So if you are going on holiday with your caravan, or taking a horsebox to a show, you have to stop to recharge every 100 miles. And recharging stations do not accommodate trailers: you will have to park up, unhitch the trailer, recharge, rehitch and move off. Not very practical.
For a number of reasons, I don't think EV sales will increase significantly in the next few years - we still need to see a significant uplift in charging facilities, technology to see range increases (especially if required for towing), price reductions etc.