Energy Impact Partners investor Cassie Bowe cites data from portfolio company ChargerHelp regarding widespread uptime and performance issues across EV chargers.
Opinion
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.”
Opinion
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.”
Opinion
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.”
Disclosure
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…”
Prediction Not checkable as stated
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…”
Assertion Supported
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.”