EV charging depots

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 15, 2025 by Neha Palmer · across every show →

Everything said about EV charging depots, oldest first

May 15, 2025 neutral
Insight
EV charging depots are overengineered for simultaneous peak power draws
“These sites are designed for every vehicle to come in at the exact same time. It'd be the top of the charge curve pulling the full power of the charger at the same time, and that just doesn't happen.”
Neha Palmer May 15, 2025 ▶ 35:39 Terrawatt Infrastructure’s billion-dollar strategy
Jun 18, 2026 bullish
Prediction Held up
Lubershane: Islandable microgrids will deploy at megawatt EV charging depots
“The same expertise in in islandable large-scale power systems that are grid-connected but can take themselves offline, can provide peak capacity to the grid, can ensure that they're never drawing beyond a certain amount of capacity from the grid. Like, that sa…”
Andy Lubershane Jun 18, 2026 ▶ 22:44 Enter the electric supercycle
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