Terawatt Infrastructure

“So, you know, in urban locations, it could be, you know, in the five to 10 megawatt range and more, you know, looking at larger format batteries you could be in the tens of megawatts, call it 40, 50 megawatts of demand in one location.”

“I realized, you guys are building a data center. It was like the two by four moment where I realized, I've already done this, and this is exactly the type of skill that you need to build these large EV charging stations.”

“You don't see what's happening below ground, which is massive duck banks. We oftentimes put in extra capacity. So when the charger power might go up, we would have the capability to actually make that change over pretty quickly. So future proofing underground.”

“In California, we have built what I think is the best network of sites, and three of them will be live this year, with the port of L.A. Long Beach site being the first one.”

“We call it kind of a corridor, but it would start in the port of Long Beach and go all the way to El Paso, Texas. And so allowing somebody in an EV truck to travel that Confidently, knowing that they had charging along the way that would accommodate the range …”

“That said, what's interesting is it takes us, call it, 18 months to 24 months to find a site, get it entitled, permitted, constructed, and then operational. Most vehicles make vehicle purchasing decisions at the most a year in advance, sometimes six months in …”

“This site also had something really incredible where you don't find this in many locations, which is seven megawatts of power available from day one.”

“We have our next site that will come online in the summertime that will be in the Inland Empire, which is after a vehicle goes to the port, it generally goes to the Inland Empire which is the, you know, giant warehouse district for the port here in California.…”

“The billion dollars is not gonna last that long to build that many assets, and so it was really the vision from the beginning that this is not just a small-scale effort, it's going to be something that requires significant capital, and they'll have to be multi…”

“We landed kind of on a compromise but we wanted to optimize the site for the pull through. So we got as many pull throughs on the site as possible. And then when we had more power and space left, we added in some bobtail charging.”

“So, it had five megawatts of power that was available from day one. We just had to start construction on our site, and the utility had to do a little bit of construction on their end. But, we knew that we could get that power from day one to allow us to serve …”

“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.”