牛牛敲黑板：高盛预计，在电动车热潮推动下，美国电力需求到2040年将增长5.7%；整车厂和公用事业行业的长期供应商将会受益。
高盛预计，在电动车热潮推动下，美国电力需求到2040年将增长5.7%以满足电动车需求。
Source: Wall Street
Author: Xu Chao
Niuniu knocks on the blackboard: Goldman Sachs expects u.s. electricity demand to grow by 5.7% by 2040, driven by the electric car boom; long-term suppliers of car factories and utilities will benefit.
Goldman Sachs predicts that US electricity demand will grow by 5.7 per cent by 2040 to meet demand for electric cars, driven by the electric car boom.
At present, all-electric and hybrid electric vehicles account for only 1% of the total number of vehicles in the United States, but by 2030-2040, related vehicles will account for 13% and 32% of the market, respectively, according to Goldman Sachs. Annual sales of pure and hybrid electric vehicles will grow from 36400 in 2020 to 7.2 million in 2030 and to 12.5 million by 2040.
With the growth of the number of electric vehicles, the related energy demand will also increase significantly. Goldman Sachs predicts that this will increase national electricity demand by 2.4% to 4445 terawatt hours by 2030 and 5.7% to 4780 terawatt hours by 2040.
Goldman Sachs believes that Tesla will be the biggest beneficiary of this power growth, which may benefit vehicle factories and long-term suppliers of the utility industry as a whole.
The accelerated growth in electricity demand is a positive impact on a wide range of utility companies, which will be greatest after 2025.
Transmission companies such as EIX and SRE, as well as clean energy companies such as NEE and NEP, will benefit.
Goldman Sachs also said that if the power demand gap is met by clean energy, the benefits for clean energy will lead to an investment of $39 billion to $117 billion by 2040.
The infrastructure needed to transmit and distribute electricity will benefit. Goldman Sachs believes that power companies and utilities will see a significant increase in investment in transmission and distribution infrastructure, especially in charging infrastructure with DC rapid charging (DCFC) capabilities.
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