Cassie Bowe
Partner, Energy Impact Partners. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
investorenergyimpactpartners.com ↗
Cassie Bowe is a Partner at Energy Impact Partners focusing on clean energy, mobility, and EV charging infrastructure. She previously worked in policy and corporate strategy at SunPower and was named to Forbes 30 Under 30 in Energy.
2shows
3appearances
18statements
5resolved
4supported
0contradicted
80%fully supported
Everything Cassie Bowe said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Bowe: EV charging future is about affordability and reliability, not breakthroughs
“I do think it's going to be a little less about totally fundamental breakthroughs on new kinds of charging, and as I said, just charging that gets out there is cheap, affordable, and it works.”
Bowe: Electric utilities have been remarkable at integrating clean energy resources
“I think, ah, utilities have been remarkable at the ability to integrate clean resources. I think you know, we just gotta be able to get more online, and there are some fundamental constraints to that within our existing grid.”
Bowe: Debating EV Charging Type Allocations Is Counterproductive
“I actually kind of think it's a counterproductive debate to be having when we're thinking about where should we be putting policy dollars and where should we be putting investment dollars. We need it all.”
Bowe: EV charging hardware is nowhere near commoditization
“We're just not even close to a commoditized hardware environment, I don't think, out there yet. Especially not for DC fast chargers.”
ChargerHelp survey found 30% to 50% of 5,000 EV chargers underperformed
“They did a survey of about 5000 chargers and found that, Again, 30 to 50% of them had substandard performance.”
Bowe: Energy Impact Partners does not treat AI as a standalone sector
“I think we see it, ah, in a number of ways, but not in its own category, largely. So we see our existing companies leveraging it to make their businesses more efficient. We see new companies who, it's a fundamental of their product, and then, you know, we obvi…”
Bowe: Seamless, Gas-Station-Style EV Charging Is Still Far Off
“Third phase, I think, is going to be very much akin to everything's as easy as the gas station model. So the infrastructure is out there and working in all the right numbers, but it's also in all the right places. It's working seamlessly, and it's working inte…”
US Has 120-125 EVs per Fast Charger Compared to 15 in China
“So if you look at the U.S., we're at about a 120, 125 EVs per public fast charger, and China is at 15, and China has much, much higher penetration of EVs.”
Bowe: Consumer Perception of Charging Matters More Than Target Ratios
“Because whether or not there's some magic number for charging infrastructure that in reality would make this whole system work, it doesn't matter what that number is. It matters what the consumer perception is.”
Bowe: EV charging stations increasingly pencil on utilization in cities and corridors
“We are seeing increasingly charging stations in a lot of places penciling from a utilization standpoint, and so some of the large owner-operators post some really tremendous statistics, especially in cities or in certain DC fast charging corridors for travel w…”
Bowe: EV charger project finance requires guaranteed utilization or fleet partnerships
“The holy grail is to have either guaranteed utilization, so you could have a counterparty who's willing to guarantee a certain amount of utilization, and if they don't hit it, that they'd be willing to make up the difference, or a partner who you can get comfo…”
Bowe: EV charging will not converge into a centralized gas station model
“There's no reason why for EV charging it's gonna have to be a centralized model like that. I mean, I really hope we start putting some more EV charging stations on gas stations, but I think it's gonna be a combination of people charging for EV charging in the …”
Bowe: Smart controllable EV chargers are largely unavailable in residential settings
“Having chargers that can communicate and can be controlled and are doing that or have a high uptime to be able to do that is something that we're not able to do everywhere today, and especially in residential, we're not able to do that.”
Bowe: Vehicle-to-grid adoption will only happen at higher EV penetration rates
“And then when we ultimately get to higher penetrations, that's where I would think we would start really seeing the V to G from a grid perspective, which I see as different from a vehicle to home perspective.”
Bowe: Co-locating battery storage with EV chargers will increase significantly
“Probably we're going to need to co-locate storage with a lot of these chargers. We're seeing some companies that are doing storage you know, integrating a storage solution from another provider, and other companies that are providing a storage and charger prod…”
Charging Logistics Remains Top Reason Consumers Do Not Buy EVs
“Historically, the number one barrier to consumers saying why they wouldn't buy an EV had been charging. No surprise in this past survey, it's still the number one reason is charging logistics”
Bowe: Charging a 60 kWh battery in five minutes requires over 500 kW
“If you have a 60 kilowatt hour battery, which is not that big, you know, most of the Teslas now are a hundred kilowatt hour batteries and that you're charging that in five minutes, that's going to be over 500 kilowatts of load.”
One line per show, most statements first. The link opens Cassie's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CATALYSTLEDGER | Partner, Energy Impact Partners | 2 | 17 | 80% 4/5 | full record on Catalyst → |
 GREEN BLUEPRINTLEDGER | Partner, Energy Impact Partners | 1 | 1 | — | full record on the Green Blueprint → |