Why Some DC Sites Print Money (and Others Bleed Cash)
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Why Some DC Sites Print Money (and Others Bleed Cash)
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概要
Some DC fast charging sites print money. Others quietly ruin portfolio-wide ROI. In this episode of In-Between Charges, Kevin and Mike sit down with Rohan Puri, CEO & Co-Founder of Stable Auto, to unpack why. Stable Auto works with many of the largest American CPOs and investors to predict utilization, pick winning locations, and set smarter prices for DC fast charging networks. Rohan shares how he went from building robotic charging arms for autonomous fleets to running a software company that underwrites the profitability of EV charging assets.
Together, they dig into what actually drives DCFC performance: traffic patterns, EV penetration, trip distances, amenities, competition, hardware choices, and even how many ports is the right amount for a site. They talk about why “put it near a highway and a gas station” is often wrong, why co-locating with competitors can increase your utilization, how to think in IRR and margin instead of just kWh per port per day, and where dynamic pricing and energy arbitrage could unlock new revenue streams. If you’re a CPO, retailer, investor, or just trying to understand why some sites thrive while others bleed cash, this episode goes straight to the core of DC fast charging economics.