Building comprehensive EV strategies
The starting point was modeling scenarios around charging infrastructure required for specific EV-uptake scenarios by geography, over time, by charging mode, and technology for this OEM. This included revenue, EBITDA, and ROIC for the overall charging market and each value chain segment through 2030 based on EV-infrastructure demand, price, margin, and investment potential. We added load profiles for different charging modes into these scenarios, such as residential, public fast, etc., and impact on total energy demand, system-wide peak load, local peak load, and assessed mitigation options (e.g. grid upgrades, colocated storages) for a comprehensive plan stakeholders of all types could rally behind.