EV Charging Data and Analytics

EV Charging Data and Analytics

There are many keyboard warriors who think they know what they're talking about when it comes to EV charging - not because they spend inordinate amount of time with data - but because they were in early on Tesla stock or they own an EV or they've been staging a quixotic campaign to prevent the "EV Mandate" from ever taking place (and when you fight imaginary battles you always win!).

And while there are those who could lump me in the "quixotic campaign" bucket on certain topics, I can't be accused of forming opinions without a rigorous analysis AND understanding of the underlying data. And that's why I loved it when Ohm Analytics reached out to me after we met at a regional EV Charging conference in Atlanta last month.

From Ohm:

"Ohm Analytics is an analytics firm founded in 2018 to?provide transparency and insights into the energy transition. We provide data and research?that helps EV charging companies better inform their strategy and go to market. We take a sharp focus to categories like fleets, multi family, and workplace charging that aren't covered by traditional research firms in the space."

I love their chart in the header image on DCFC hardware manufacturers. I also love these bullet points they provided:

  • There were 13k total DCFC ports activated in the US in 2024 alone compared to 176 activated through NEVI.?

  • Even if you consider the entire scope of awarded NEVI projects (~1k) the entire program will contribute 4-5k ports to the national network. Less than what was just built in 6 months.
  • Public DCFC is getting built NEVI or not, charging for multi family properties grew around 79% YoY, and fleet charging grew 48% YoY in terms of # of ports installed in Q4 2024 vs. Q4 2023.
  • There have been almost as many multi family charging ports installed in the US (136k) as public L2 and L3 charging ports (157k) since 2021. (see image below)

I'd be a happy man if I could make a living:

  • Analyzing interesting charts and graphs
  • Understanding and picking apart all the pitfalls and biases in the underlying data
  • Forming hypotheses based on the data
  • Taking action to test those hypotheses
  • .....
  • Profit!

And in all honesty that's what I'm doing and what we're building with our EV Charging startup and that will be the topic of the next Newsletter post!. Thanks for the data Ohm!

Mark Wasiele

EV2X | Ninety10 Investment Partners | SF/ATL/LA

20 小时前

Chris Kaiser One of the very best EV content creators out there!!!

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Brett Little

Empowering people to make homes better

1 天前

Follow the date.

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Baycho Georgiev

CMO at AMPECO | Enabling large-scale EV charging providers

1 天前

Hey Chris, which is this Atlanta EV charging event? Curious to learn more about it

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Brad Templeton

Speaker/Consultant on Robocars and Exponential Technology [email protected]

1 天前

NEVI may only be 5,000 stalls, but what fraction of the other non-Tesla still got a subsidy to go in? Do you have data on who other than Tesla, is putting in DCFC with no subsidies, just as a business proposition? I consider EA to be subsidy stations, just with legal penalty money rather than tax money. People have been spending $150K or more per stall, and it's pretty hard to make the business case at that price.

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Christopher J. Warner

Chief Counsel (retired) at Pacific Gas and Electric Company (comments are personal views only)

1 天前

Good data, thx Chris and Ohm Analytics. It would be useful if the data on newly installed DCFC ports data were clarified as to whether the ports are all "public charging" and are NACS-compliant and NEVI-standards compliant. Also, power output data would be useful, so that the earlier DCFC stations with limited usefulness can be separated from the more recent "Tesla Supercharger/open access" chargers.

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