Specialist
Management Adviser at The Powerlines Group
Agenda
- AC and DC EV (electric vehicle) charger growth outlook, highlighting purchasing trends by location and supply chain bottlenecks
- Hardware vs software development, including replacement and maintenance activity
- Consolidation expectations in 2021-25, highlighting impact of recent M&A activity and increasing importance of software offerings
- Unit economics outlook, highlighting trends in pricing, networked charging gross margins and services’ impacts on profitability
Questions
1.
What is your outlook for EV [electric vehicle] penetration growth in Europe from 2021-25?
2.
How is the semiconductor shortage likely to impact EV penetration over the next 1-2 years?
3.
What might be the major trends in EV charging over the next five years? What business models or customer behaviour changes are emerging?
4.
How sufficient is the current power grid by company to support the expected growth in EV charging?
5.
What growth are you expecting in fleet charging and how can CPOs [charge point operators] benefit from that?
6.
Who do you think is best-placed to pick up on fleet charging demand?
7.
What are your expectations for market growth between 2021 and 2025 across key regions in Europe?
8.
You mentioned you expect there to be one million EV chargers across Europe by 2030. Where are these likely to be located? How are CPOs, utilities and oil majors thinking about charge point locations?
9.
Who is leading the way for urban charging? Which CPOs are likely to pick up share in the urban charging market?
10.
Why are companies such as Allego exiting the urban market?
11.
There are many local players and what you described in the German market as mini CPOs. What sector consolidation are you expecting across CPOs? How many players might there be in 2025 or 2030?
12.
How big might this market become on the software and services side?
13.
How is charge-point operators’ revenue share likely to change across hardware vs software and services as there is more consolidation in the market?
14.
How might the growth in software impact unit economics? How do margins compare in software vs hardware?
15.
How do network charging margins compare across slow vs fast vs ultra-fast?
16.
What kilowatt-per-hour pricing trends have you noticed?
