Market Insights #19
Welcome to our bi-weekly newsletter featuring 5 main news on e-mobility around the world. On this 19th edition, we're discussing EV charging partnerships as always, and we're looking at trucks again as there are many new developments in this sector. We'll give our views on the Indian company ChargeZone's investment in fast charging, Tesla's decision of selling hardware to major operators, and we'll finish with BMW's ChargeForward program. We hope you enjoy reading us, let us know your thoughts in the comments!
PARTNERSHIPS
Expanding EV charging networks across Europe: key partnerships and developments
?Europe's EV charging landscape is rapidly evolving with significant partnerships and expansions:
Gireve’s view: Taken together, these initiatives show the trend towards partnerships between CPOs with excellent knowledge of site selection and customer experience, and energy players especially those with a focus on renewables. Having successfully equipped its parking lots with fast-charging facilities in several European countries, including Norway, Sweden and the Netherlands, with various local partnerships, the massive deployment of fast-charging sites initiated by McDonald’ss ?France fits perfectly with the government's objective of offering 400,000 public charging points in the country by 2030, with a focus on fast and ultra-fast charging. For its part, Electra continues to expand in Europe, after Belgium, Luxembourg, Austria and Spain, and has set itself the target of deploying 600 fast charging points in Switzerland within 3 years, with the aim of adapting the charging service to Swiss conditions through its partnership. Finally, the rollouts by Mercedes-Benz in partnership with energy expert E.ON, as well as those by Wallbox and Atlante, are taking place on strategic transport corridors, in line with European legislation stipulating that at least one charging point must be installed every 60 kilometers on the European Union's main road network.
Source: IZIVIA, Electra, Mercedes-Benz, Market screener
Tesla's Strategic Shift: partnering to broaden supercharger accessibility
Tesla is transforming its business strategy by selling Supercharger hardware to major operators, including EG Group and bp . This shift allows broader EV access, with EG Group rebranding the chargers as "evpoint," open to all drivers and supporting Plug and Charge protocol for ease of payment. EG Group plans to deploy over 20,000 EV chargers on 3,600 sites worldwide, significantly boosting the EV infrastructure.
Gireve’s view: By now providing companies with its superchargers, Tesla - which has always built its own charging equipment, deployed the stations and operated the network itself - is departing from its original model, and this represents a major strategic shift in the electromobility sector. While Tesla has the best fast-charging network for electric cars in North America, which has notably led most carmakers to adopt its NACS connector as the new standard (see NL 16), it's not surprising to see companies like BP or EG Group using Tesla-supplied superchargers to deploy numerous sites across North America to sustain their business. However, whether for BP or EG Group, the chargers will not be branded Tesla. So it would be interesting to see what differences these chargers might have with Tesla chargers: in particular, will pricing be significantly different from Tesla Superchargers? Or whether Tesla would also provide maintenance or not, given that this is an essential aspect of brand image and network quality and reliability.
Source: eg group
?TRUCKS
领英推荐
EV Charging development to boost Europe’s electric truck charging network
Europe is accelerating its shift to sustainable heavy-duty transport with the development of dedicated electric truck charging hubs. Milence and the Port of Antwerp-Bruges are building two hubs with 30 bays with an output of up to 400 kW for each charging point, Circle K adds 16 new charging points with a maximum output of 360kW in Sweden, and The Port of Gothenburg installs four 350 kW chargers. Further, bp pulse introduces Germany's first E-Truck charging corridor with ultra-fast 300kw chargers.
Gireve’s view: Again, we’re seeing increasing investment on heavy-duty vehicles ?charging, as discussed in previous newsletters. The fact that players like BP are investing in truck charging and building one of the world's first electric truck charging corridors is an illustration of this increased interest from all ecosystem players. Nevertheless, for a true mass adoption of electric trucks, we'll have to wait for the development of higher-powered systems such as the Megawatt Charging System (MCS), where several players such as Kempower and ABB E-mobility have announced initial tests and deployment as early as 2024 and 2025.
FAST CHARGING
India's leap into ultra-fast EV charging with ChargeZone
ChargeZone introduces India's first SuperCharging Network with high-capacity 180 kW and 360 kW stations, featuring liquid cooling technology and amenities. Positioned along major highways and city centers, the network focuses on EV buses and trucks, starting in Mumbai and CCD, Vellore.
Gireve’s view: ChargeZone's inauguration of India's first SuperCharging network with the implementation of liquid-cooled technology marks a significant turning point in the nation's electromobility landscape. After adopting a national charging standard for ELVs (Electric Light Vehicles) to harmonize its public charging stations (see NL 17), this pioneering initiative responds to an urgent need for fast charging solutions for EV, particularly buses and trucks at strategic locations such as along main highways and in city centers.? It is also part of a drive to promote the smoother integration of electric vehicles into the urban and inter-urban fabric. Even though the country seems to be following a positive trajectory for electromobility, India has still not adopted a standard for fast and ultra-fast charging, and it will be interesting to see whether the significant future deployment of ultra-fast charging zones leads them to adopt a national standard.
Source: Express mobility
SMART CHARGING
?BMW's Nationwide Rollout of ChargeForward program for Smart Charging
宝马 's ChargeForward program expands nationwide, inviting all BMW EV and PHEV owners across the contiguous U.S. to participate in smart charging aligned with renewable energy availability. This free, digital program, accessible through Connected Drive, offers cash incentives and prioritizes eco-friendly charging. In collaboration with UC Berkeley’s TSRC ITS Berkeley and WattTime.org , ChargeForward aims to optimize charging for reduced carbon emissions, supporting BMW’s commitment to sustainable electric vehicle use.
Gireve’s view: By aligning vehicle charging with periods of high renewable energy availability, the program launched by BMW not only promotes greener energy use, but also actively encourages customers to participate via financial incentives. BMW's partnership with UC Berkeley's Transportation Sustainability Research Center (TSRC) and WattTime is also crucial to the analysis of carbon data. It provides a more detailed understanding of the environmental impacts of vehicle loading and supports efforts to reduce carbon emissions. Finally, this program goes far beyond supporting increased use of renewable energies, as it can also shape consumer behavior for more sustainable mobility in the long term.
Source: BMW
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