Summary
We welcome back Walter Schulze, host of The Network Architect Channel, to break down the latest in fast-charging infrastructure, EV adoption trends, and charging network expansions. We dive into IONNA’s rapid station rollout, Tesla’s ongoing dominance, and how networks like Pilot Flying J, EVgo, and Walmart are reshaping the road trip experience. Plus, we tackle the rising cost of fast charging, the impact of lower-cost EVs like the Chevrolet Equinox EV, and what’s next for plug & charge technology. Whether you're an EV owner or just EV-curious, this episode is packed with insights you won’t want to miss.
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Links from this Episode

• NREL's "Building the 2030 Charging Network"
  • Accompanying PDF with Results
• 2024 EVgo Q4 and 2024 Results Investor Call and Documents
• Coast-to-Coast #34 Guest Appearance

Takeaways:

1️⃣ IONNA’s Charging Network is Expanding Fast – The new automaker-backed network is rolling out high-speed, well-lit, and amenity-rich charging stations at record speed, setting a new standard for public EV charging.

2️⃣ Tesla Supercharger Access is Changing the Game – More automakers, including GM and Volvo, are gaining access to Tesla’s Supercharger network, making long-distance EV travel easier than ever.

3️⃣ Fast Charging Costs Are Rising—But Price Wars Are Here – Tesla, Mercedes, and EVgo are adjusting pricing strategies, with some networks offering memberships and time-of-use discounts to keep road trip costs competitive.

4️⃣ Retailers Like Walmart & Costco Are Betting Big on EV Charging – Major brands are installing fast chargers at their locations, making charging more convenient while boosting foot traffic to their stores.

5️⃣ Low-Cost EVs Like the Chevy Equinox EV Are a Game-Changer – More affordable EVs hitting the market will drive higher demand for public charging, especially for apartment dwellers who can’t charge at home.

6️⃣ Plug & Charge Technology is the Future – New charging networks are eliminating the need for apps and accounts, making EV charging as easy as pumping gas.

7️⃣ DC Fast Charging Infrastructure is Accelerating – Despite concerns about EV adoption slowing, billions are being invested in new fast-charging stations, ensuring that the future of electrification is moving full speed ahead.

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NEVI, EV charging, infrastructure, federal policy, rideshare, rural charging, electric vehicles, multifamily, charging deserts, state responses, industry trends, DCFC, DC Fast Charging