This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built,…
This 14-page note compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built,…
…excited by the shovel-makers, the suppliers of materials and electronic components, that will feed into chargers, especially fast chargers. Granular costs of EV chargers are modelled here, and can be…
…range anxiety is real, chargers benefit retailers, economics are debatable, power grids will be the biggest bottleneck and our EV growth forecasts are not overly optimistic. https://vimeo.com/927212971?share=copy (1) Range anxiety…
…1,000 EVs will likely require 40 Level 2 chargers (30-40kW) and 3 Level 3 fast-chargers (100-200kW), so our numbers ultimately have $100bn pa being spent on EV charging in 2025-50….
This data-file models the economics of electric vehicle chargers. First, we disaggregate costs of different charger types across materials, electronic components, labor, permitting, fees, opex and maintenance (below). $599.00 – Purchase Checkout…
…outlined from first principles on pages 3-5, explaining the key parameters of fast-chargers being deployed today. The AC/DC rectifier stage has moved towards power-MOSFETs, and away from simple diode bridges….
…The data-file contains our estimates for the typical power consumption (in Watts) for 30 types of electronic devices, such as Air Conditioners, Ceiling fans, Chargers, Clothes Dryers, Coffee-machines, Computers, Dishwashers,…
…compares the economics of EV charging stations with conventional fuel retail stations. They are fundamentally different. Our main question is whether EV chargers will ultimately get over-built, as retailers look…
…example in EV chargers, especially when you consider the round-trip efficiency on the Powerwall is 87%. There is also an upgrade cycle ahead in power-electronics (note here). And finally, using…