What percentage of households can charge at home? I don't know the answer but would guess it's somewhere in the 60% range. That leaves quite a few who will have to find charging stations once in a while.

What is the current distribution of filling stations, grouping into those along freeways and major highways and those that aren't? Again, I have no figures on this. My observation, locally, is that there are more gas stations along I5 between Seattle and Tacoma than there are in the entire city of Seattle. It's hard to know, though, how many of them are being used to supply local trips.

In short, I think you're right - we'll see a reduction in filling stations and a lesser replacement by charging stations. I wouldn't go so far as to say charging stations will be sparse compared to today's filling stations, though.

Peri

------ Original Message ------
From: "Ben Goren" <[email protected]>
To: "Peri Hartman" <[email protected]>; "Electric Vehicle Discussion List" <[email protected]>
Sent: 23-Jan-15 4:28:20 PM
Subject: Re: [EVDL] 100 new level 3 chargers for busy corridors

On Jan 23, 2015, at 3:50 PM, Peri Hartman via EV <[email protected]> wrote:

The current infrastructure will be outdated within 10 years. Maybe sooner.

It's a very safe bet that the overwhelming majority of EVs now and forever will be slow-charged at home or work or in parking lots or at the fleet depot.

As such, and since we've already got multiple EVs on the market with at least a few hundred miles of range...I'm not sure I foresee any future charging infrastructure as being anywhere near as ubiquitous as gas stations are today. There'll likely be rest stations with charging points every hundred miles or so along the interstates, with a few extras at the peripheries of cities near the interstates...and even those might not be all that much more than standard 220 dryer outlets.

The only people needing on-the-road charging will be those going on long-distance trips, after all. Everybody else is going to be charging at home overnight and leaving in the morning on their 50-mile-each-way commute with 300 miles in the battery, and almost never go near that last 200 miles of range. And who drives 300 miles without a potty break? And so on.

We "need" such infrastructure today with the typical EV having a range of less than 100 miles, sometimes much less. Once Tesla's 250-mile range is standard for a generic Detroit econobox, that need all but vanishes.

I would not be investing in any form of EV charging infrastructure other than the types that go in homes or other places where people already park. That sort of thing is all but guaranteed to forever remain a niche market, and who can predict what sorts of fads do and don't catch on with those sorts of things?

Were I an investor, what I _would_ be looking at is creative things to do with gas stations once they start going belly-up. Anything to be done with those huge underground tanks? Maybe invest in businesses that can remove them and clean up the mess they leave behind? And so on.

b&

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