> "you can’t make a profit with fast DC charging stations between demand charges and price sensitive drivers"
Fast charging will be perfectly profitable in the longer term. There just isn't a large enough established base of EVs to create enough demand yet. But once there is, there will be plenty of customers willing to pay a premium for the fastest, best-located chargers with the best amenities and services on site.
Fast charger operators can make significantly higher margins on reselling electricity than anyone is making on gasoline.
Demand charges are an issue when demand is limited and spiky, but this will be alleviated through increased scale. More customers charging results in a smoother, more predictable demand curve. On-site battery storage is another solution.
Fast charging will be perfectly profitable in the longer term. There just isn't a large enough established base of EVs to create enough demand yet. But once there is, there will be plenty of customers willing to pay a premium for the fastest, best-located chargers with the best amenities and services on site.
Fast charger operators can make significantly higher margins on reselling electricity than anyone is making on gasoline.
Demand charges are an issue when demand is limited and spiky, but this will be alleviated through increased scale. More customers charging results in a smoother, more predictable demand curve. On-site battery storage is another solution.