Fully EV car sales in Europe - stats for Q3 2022 (%-ages)
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Source: ING Bank
Buyingyourtime's avatar
We've reached 10% of new car sales globally being Electric. The sweet spot for all major technologies that catalyses their ascent.
Todor Kostov's avatar
@buyingyourtime Still a long way though. I don't think that building the necessary infrastructure follows the same pace as the sales of EV.
Buyingyourtime's avatar
@kostofff Good point!! Clearly a lag.

I reckon governments will be forced to invest and if not capitalism tends to follow opportunity so we may see proliferation of private charging infrastructure.

Seen somebody post an image of Lidl offering EV charging at their stores, not sure what country it was though.
Reasonable Yield's avatar
I think I am going to buy an EV the next time I get my car.
Todor Kostov's avatar
@reasonableyield Sounds interesting. I hope you do a deep dive research before choosing any type of vehicle.
Rihard Jarc's avatar
EV really taking off. I wonder how the infrastructure will be able to handle if also 30% of all cars on the roads are EVs.
Buyingyourtime's avatar
@rihardjarc I think that is the Crux of it. The lack of infrastructure will breed opportunities for capitalists.
Rihard Jarc's avatar
@buyingyourtime But can it handle it? Having so much EV's charging at once (when everyone comes home) is a big pressure on the power system. I wonder.
Todor Kostov's avatar
@rihardjarc @buyingyourtime That's only one aspect. You have to consider also the scale needed for improved road infrastructures bottoms up (improving the asphalt layer - EVs are heavier than CE vehicles meaning faster erosion), re-purposing petrol stations and even building more charging stations. Not to mention also the significant deployment of chips everywhere you can think of - roads, road signs, traffic lights, parking lots, etc.. It's going to be interesting and challenging times and obviously there will be opportunies to dip in.
Rihard Jarc's avatar
@kostofff For sure seems like we will have to build a lot of the infrastructure from scratch.
Todor Kostov's avatar
@rihardjarc Especially in the West since it has been more or less poorly maintained or it hasn't seen any investments for more than 50 years.
Rihard Jarc's avatar
@kostofff make me think of companies which will have opportunities to help with the building of the infrastructure
Todor Kostov's avatar
@rihardjarc Exactly! These will be one of the big winners.
Todor Kostov's avatar
Buyingyourtime's avatar
@kostofff Good share and pertinent to this post.

So, each grey line represents one of the 71 sites? Each site will require at minimum the same requirement as a Stadium coming in at 5 Megawatts.

The red lines are giving examples of what a site would require if it was, for example, facilitating mixed- use or large passenger vehicles/and or trucks?

Did i interpret that correctly?
Buyingyourtime's avatar
@kostofff I've still to look into the attached report
Todor Kostov's avatar
@buyingyourtime I don't know if the different scenarios there show each individual site out of these 71. I probably would focus top level and just assume that for example if you have anywhere in the US a large passenger or Truck stop, in order for you to implement fully EVs you will need to have the capacity to generate electricity for at least a small town, i.e. 20 Megawatts or above. I doubt this is currently feasible with the infrastructure on hand.
Rihard Jarc's avatar
@kostofff Nice thanks for sharing this Todor!
Todor Kostov's avatar

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