Prediction Not checkable as stated
Terawatt CEO: Building EV charging network requires multiple billion-dollar raises
“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…”
Assertion Not checkable as stated
Palmer: Heavy transport electrification requires a trillion-dollar investment
“We know that this is a trillion dollar investment over years, and so the scale that we're talking about and the impact that we need to make even with a few sites is going to require lots of capital.”
Assertion Supported
Palmer: Rideshare operators find EVs cost-accretive in dense urban markets
“On the rideshare side, in dense urban markets where there's a lot of traffic, we're hearing from operators, it's cost-accretive for them to run EVs instead of traditional vehicles because of the fuel savings.”
Disclosure
Terawatt plans freight EV charging corridor from Long Beach to El Paso
“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 …”
Assertion Not checkable as stated
Palmer: Many foreign EV charger makers lack robust US spare parts programs
“Another piece is spare parts. It seems really simple that if you create chargers, you would have a full spare parts program, but that's not the case for all charger providers. Making sure that they had a robust program here in the US. Oftentimes you have charg…”
Assertion Supported
Palmer: Southern California WAIRE Rules Fine Warehouses for Diesel Truck Visits
“In Southern California, you also have something called the wear rules, where non-zero-emission vehicles going in and out of warehouse hubs can start to incur fines for those warehouses, and so there is a push in the area for electrification, with the port kind…”
Assertion Supported
Palmer: Terawatt Secured Seven Megawatts of Immediate Power for Long Beach Site
“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.”
Disclosure
TeraWatt optimized Rancho Dominguez site for pull-through charging stalls
“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.”
Insight
Charging infrastructure timelines mismatch with 6-to-12-month fleet vehicle procurement cycles
“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 …”
Insight
Palmer: High-power depot top-off charging can double commercial electric vehicle utilization
“The amount of power we have per charger allows it to charge, you know, a vehicle to charge much faster than most behind-the-fence chargers, and so having that capability can sometimes allow for a double shift of a vehicle, where if it was a slower charge, they…”
Assertion Not checkable as stated
Palmer: CharIN standard is ready to support universal corridor truck charging
“There's a global body called Charon that has been working on that protocol for quite a while now. It does seem like that they're finally at a place where That specification is built out enough that we have confidence of what to build along that corridor that c…”
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.”
Insight
Palmer: EV fleet charging hubs require the same skills as data centers
“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.”
Assertion Not checkable as stated
Palmer: Fleet EV hubs require 5 to 50 megawatts of power
“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.”
Disclosure
Palmer: Terawatt will have three California charging sites live this year
“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.”
Assertion Supported
Terawatt: LAX hub secured five megawatts of day-one utility power
“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 …”
Disclosure
Palmer: Terawatt Installs Extra Underground Capacity to Future-Proof Sites
“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.”
Assertion Supported
Palmer: Port Green Lanes Give Zero-Emission Trucks Faster Access and Less Waiting
“There's a green lane at the port, so if you are in a zero-emission vehicle, you actually can get into the port faster with less wait time.”
Assertion Supported
Palmer: Most truck EV charging sites only accommodate bobtail stalls
“If you look at a lot of the sites that are out there today, and even sites that customers have behind their fence, when they have the charging, it's usually just for a bobtail stall.”
Disclosure
Terawatt to open an Inland Empire charging site in summer 2025
“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.…”
Assertion Supported
Palmer: Google matched 100% of its electricity with renewables in 2017
“And we did meet that goal of a hundred percent renewable What I think is even. In 2017, exactly.”