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Techno-Economic Analysis and Strategic Bundling of Electric Vehicles and Off-Grid Solar: A Game-Theoretic Analysis

電気自動車とオフグリッド太陽光の技術経済分析と戦略的バンドル:ゲーム理論分析 (AI 翻訳)

Xiaomei Ding, Ke Gong, Yuanxiang Dong, Chu Xiong

World Electric Vehicle Journal📚 査読済 / ジャーナル2026-07-14#エネルギー転換Origin: Global対象セクター: automotive
DOI: 10.3390/wevj17070363
原典: https://doi.org/10.3390/wevj17070363

🤖 gxceed AI 要約

日本語

本論文は、電気自動車とオフグリッド太陽光発電システムをバンドルした販売モデルを提案し、ゲーム理論を用いて分析する。米国とドイツのデータに基づくシナリオ分析により、バンドルがEV普及を促進し、石油依存度を低減することを示す。ドイツでは石油依存低減が7.8ポイント向上し、ライフサイクル排出量も米国で11%、ドイツで29%削減される。高地金市場で特に有効であり、バッテリーコスト低下により低地金市場でも普及が期待される。

English

This paper proposes a bundled sales model integrating electric vehicles with off-grid solar PV systems, analyzed via sequential game theory. Scenario analysis calibrated to U.S. and German data shows bundling accelerates EV adoption, reduces oil dependency (by 7.8 percentage points in Germany to 34.5%), and yields lifecycle emission reductions of 11% (U.S.) and 29% (Germany). The model is particularly advantageous in high-tariff markets, with declining battery costs expected to trigger a tipping point in lower-tariff markets.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本は高電力料金と豊富な太陽光資源を有し、本モデルが示すバンドル販売戦略は、EV普及と家庭のエネルギー自給率向上に有効な可能性がある。日本の電気事業者や自動車メーカーは、SSBJ開示や統合報告書での脱炭素戦略の一環として検討すべき実証済みの手法である。

In the global GX context

Globally, the bundled EV-solar model offers a pathway to reduce grid dependency and emissions in high-tariff markets, aligning with ISSB and CSRD climate-transition strategies. The findings support decarbonization efforts by promoting household energy self-sufficiency and reducing reliance on carbon-intensive grids, which is relevant for companies reporting under TCFD or SEC climate rules.

👥 読者別の含意

🔬研究者:Insights on game-theoretic modeling of EV-solar bundling and its impact on adoption and emissions, with cross-country calibration.

🏢実務担当者:Companies can adopt bundling strategies to accelerate EV sales and improve customer value, especially in markets with high electricity tariffs.

🏛政策担当者:Policymakers should consider supportive measures for bundled EV-solar models as a cost-effective tool for transport decarbonization.

📄 Abstract(原文)

High electricity prices remain a substantial barrier to electric vehicle (EV) diffusion. To address this challenge, we propose a bundled sales model that integrates EVs with distributed, operationally off-grid photovoltaic (PV) systems for self-consumption. Using a sequential game-theoretic framework and scenario analysis calibrated to U.S. and German data, we show that, within the calibrated scenarios and declared system boundaries, bundling accelerates EV adoption and reduces modeled oil dependency, measured as the physical volume of fossil fuel displaced by the bundled fleet. In Germany, bundling increases oil-dependency reduction by 7.8 percentage points, to 34.5%, relative to the traditional unbundled model. The bundled model also delivers stronger decarbonization, yielding incremental lifecycle emission reductions of 11% in the U.S. and 29% in Germany under the declared system boundary. Three insights follow. First, bundling is especially advantageous in markets with high grid tariffs, strong solar irradiance, or falling PV costs. Second, decoupling EV charging from carbon-intensive grids promotes household energy self-sufficiency and helps households become more resilient energy prosumers. Third, the threshold analysis indicates that the model is already viable in high-tariff markets such as Germany, while declining battery costs are likely to trigger a tipping point in lower-tariff markets such as the U.S., supporting a gradual diffusion pattern from suburbs to cities. These findings identify a viable pathway for low-carbon transport transitions through synergistic EV–solar integration.

🔗 Provenance — このレコードを発見したソース

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