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,…
…re-capped on page 2, including the key numbers. But who are the ‘shovel-makers’ that will benefit if charging stations get over-built? The simple power electronics for electric vehicle charging are…
…EV charging will require complex algorithms to ensure grid stability, creating an opportunity for big data companies; vehicle-manufacturers are concerned about balancing the convenience of EV charging with the investment…
…can lead to incremental retail purchases and for larger, faster chargers. Economics are least favorable around multi-family apartments, charging at work and for slower charging speeds. An economic increment can…
…that are heavily focused on operational aspects of running EV charging networks, especially the customer and EVSE provider experience. Many also cover the look-and-feel of charging stations and their components….
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,…
…EV Charging. Each 1,000 EVs will ultimately require 40 Level 2 (30-40kW) and 3.5 Level 3 (100+ kW) chargers (NREL estimates). But we wonder if EV charging infrastructures will ultimately…
…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. But we wonder whether EV…
…an integrated charging stations is also particularly helpful for demand shifting to backstop increasingly renewable-heavy grids. We have reviewed ten of the company’s patents. We conclude it has a genuine…
This 14-page note explains the crucial power-electronics in an electric vehicle fast-charging station, running at 150-350kW, to charge up an entire EV in 10-30 minutes. Most important are power-MOSFETs, comprising…