HOW THE AMERICAN EV CHARGING LANDSCAPE IS CHANGING IN 2024

EV Channels Review

This episode of the Out of Spec Podcast features Chase Drum from GridConnections, offering a comprehensive look at the evolving EV charging landscape in 2024. Drum, with over two decades of EV experience, breaks down the historical phases of DC fast charging, from early 50-100kW units to the current OEM-backed initiatives. He highlights the shift from EVs as products to platforms, necessitating integrated charging solutions. The discussion emphasizes that while Level 1 and Level 2 charging at home or work constitute the majority of charging needs and are relatively easy to implement, the focus remains on improving the reliability and speed of DC fast charging. Drum points out that the complexity of deploying DC fast chargers involves utilities, OEMs, regulators, and charge point operators, with supply chain issues for components like transformers being a significant bottleneck, exacerbated by demand from data centers and AI. He also touches on the unintended consequences of the NEVI program, where some operators may delay installations to await federal funding, potentially slowing down overall deployment.