Summary
- While the charging network is roughly 60/40 between Tesla/Everyone Else, all of them need electricity to charge EVs
- The so-called “Energy Chain,” much like a supply chain, operates in two ways: The upstream providers and the downstream users
- Providing electricity for the charging network has become a highly competitive and lucrative business, as chargers are getting busy enough to make money
- Through multiple charge network operators, many manufacturers are jointly investing to build the network, much like how Tesla self-funded their own network construction
- We think that the more charge stations there are, one of the main points affecting EV sales, range anxiety, can be allieved.
Just a couple of weeks ago, we analyzed who owns what part of the charging network after Tesla shuttered their Supercharger Development and Deployment division. One of the things we did not cover at that time was the way that the power flowed to the charging stations, to make the charging network actually function.
We didn’t cover it then as there was a significant amount of research and data to pore through, but now that we know what we know, we can analyze it!
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