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The Mobilist
The future of batteries, electric cars, and driverless vehicles. A new blog from Medium.

Ev Charging

In The Mobilist. More on Medium.

Business of charging, the new $100, scholarly lingo

Photo: Derek Berwin/Fox/Getty

The business of charging: While most of the electrification industry has had its eyes fixed on electric vehicle makers and battery companies, some other, low-profile actors backed by big money have been looking for other angles to earn a fortune. Among them are EV charging network companies and recyclers. San Francisco-based TeraWatt Infrastructure falls generally into the former category: With $100 million in investment capital, TeraWatt is setting out to finance and build gigantic charging centers for the cargo industry — serving everything from Amazon delivery vans to semi-trucks.

In a video conversation yesterday, CEO Neha Palmer told me TeraWatt…

EV charging, the Return of LFP, and the Lancia Fulvia

Envelopes of different sizes
Envelopes of different sizes
Photo: Joanna Kosinska/Unsplash

Each Wednesday, The Mobilist highlights reader articles on Medium, comments, and updates.

The future of charging prices: Last week, I wrote that charging your electric vehicle is cheap now, but that in a few years’ time, it won’t be. Once EVs achieve cost parity with gasoline-propelled vehicles, likely about mid-decade, I argued, the clock will start ticking for cheap electricity. Eventually, you’ll be paying the equivalent of a gasoline fill-up. I invoked the rule of hamburgers to explain why. If you want to know what that is, read the piece.

I got massive pushback. Among those disputing the thesis was…

It’s standard economics — a product’s price usually rises to the level of its closest rival

Electric car charging station sign
Electric car charging station sign
Photo: Karol Serewis/SOPA Images/LightRocket/Getty Images

In his confirmation hearing yesterday, Pete Buttigieg, the nominee to be transportation secretary, reiterated a promise that President Joe Biden made again and again on the campaign trail: The administration will seek funding to build a half-million electric vehicle (EV) chargers by 2030.

But if forecasts for EV demand are borne out, the U.S. will need a lot more charging points. In a report earlier this month, McKinsey puts the required number at five to nine million by 2025 and double or triple those figures by 2030. …

The Mobilist

The future of batteries, electric cars, and driverless vehicles. A new blog from Medium.

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