EV penetration is half the global average in Australia but growing rapidly. Available charging infrastructure is a key driver (no pun intended) of penetration. What makes EV charging an investable infrastructure asset class and most importantly when? My colleague Jeremy Wernert and I have some initial thoughts. #sustainableinfrastructure #impactinvesting #evcharging Palisade Impact Phaedra Fuller
Scott Langford
2mo
Thanks for sharing Steve Gross. The evolution in this space is also intersecting with apartment design and delivery considerations. Putting EV charging into basements sounds like a good idea but cost, safety and equity of access are all considerations. Publicly accessible infrastructure makes a lot of more sense to me. Hope the investment proposition strengthens.
Pippa Gardner
2mo
Great read Steve Gross and Jeremy Wernert
Partner - Microgrid Origination
2moGood article Steve! Driving an EV 40k p.a. while living offgrid in Central Vic, I get to use a lot of DC chargers. One of the frustrations is a lack of standards. Eg chargers advertised as 150 kw when that can only be supplied when one of the 4 bays is occupied. Pricing disparities from $0.40 - $0.67 /kwh for the same speed chargers. But the main issue is the number of chargers offline particularly Tritium.