EV charging
3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Nov 23, 2022 by David Ferris · across every show →
Everything said about EV charging, oldest first
Nov 23, 2022 negative
Ferris: Utility Demand Charges Push EV Charging Deeper into the Red
“EV charging isn't something that generally makes anybody money these days, but that demand charge can put it dramatically in the red, and it's something that the whole EV charging industry, with gas stations as a subset, is struggling with how to solve.”
Nov 23, 2022 bearish
Ferris: Urban gas stations will probably not survive EV transition
“Well, I would guess that urban gas stations are probably not gonna survive. Or are going to exist in a much more scaled back form. And the main reason for that is not competition from the pharmacy or from the grocery store, but just from your own garage or fro…”
Nov 16, 2023 neutral
Bhargava: There is no universal optimal time for EV charging
“My controversial view is there is no right time for everyone to charge. There's only a right time for you to charge. And that you is not driven by just your location in the neighborhood and what time you decide to plug in. It's driven by how you choose to driv…”