Finally, Fast Charging Competition ⚡🥊 | Coast-to-Coast EVs 56
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概要
Join Eric, Walter, and Steve to unpack a new era of competition in US/Canada DC fast charging.
Will it usher in much-needed price competition and customer choice, or will a few big players continue to dominate due to deep pockets and coverage that spans the continent?
If you want to jump to a specific aspect of the topic, here's what we discussed 👇
Chapters:
0:00 - Start
1:10 - Fast Charger Competition, Finally
2:12 - How are new competitors going to win EV drivers over?
9:59 - IONNA hits 100 sites/~1K stalls - thousands more underway
17:25 - Route Planning: How do you find EV fast-charging stations?
32.26 - Tesla navigation recommendations + Supercharger for Business
38:42 - What compels non-Tesla drivers to prioritize Superchargers?
48:30 - Reliability is now the price of entry
50:08 - The moving target of DCFC pricing
1:06:00 - Sidebar: Energy shocks impact electricity prices as well
1:14:18 - Energy sources + utility-backed DCFC pricing
1:18:10 - Competitive Distinction: how can North American CPOs stand out?
1:24:06 - Does membership pricing make a difference?
1:29:10 - Close: Cheers, Nerds!
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