The electric vehicle (EV) industry is no longer emerging – it’s a global race. You don’t need headlines to see the electric revolution underway; you just need to look around. From quiet electric lawnmowers to battery-powered tools and sleek EVs in driveways, electrification is here, and it’s being driven by real consumer choice – not just regulations.
Electric technologies are more efficient, quieter, and cleaner. But full-scale electrification still faces major hurdles, especially in how we power EVs and manage that power once it’s onboard. At the heart of this transformation is the challenge of managing energy on both sides of the plug: from the grid to the vehicle, and from the battery to the wheels.
This is where Eaton excels. With over a century of experience managing electrical and mechanical power, Eaton brings a unique, system-level perspective to electrification, delivering smarter solutions for both infrastructuring and vehicle architecture.
Before an EV can drive a mile, its power must travel through a complex web of electrical infrastructure. The real bottleneck to deploying EV charging at homes, businesses, and public sites isn’t hardware, it’s ensuring the grid can handle the added load.
Eaton’s Electrical Sector has long powered critical infrastructure like hospitals and data centers. Today, that same expertise is helping to scale EV charging networks. From circuit breakers and switchgear to UPS systems and advanced metering, Eaton’s portfolio ensures that power can be delivered safely, reliably, and efficiently.
To simplify deployment, Eaton partnered with ChargePoint, combining chargers, power distribution gear, and engineering services into a single solution. This streamlines electrification for businesses and municipalities.
Looking ahead, Eaton and ChargePoint are also developing bidirectional charging and vehicle-to-everything (V2X) capabilities. These technologies will allow EVs to feed power back to homes or the grid, turning vehicles into mobile energy assets.
Managing energy doesn’t stop at the charging cable. Inside the vehicle, power must be used wisely to maximize range, performance, and safety. Eaton’s Mobility Group brings decades of experience in vehicle power electronics, safety systems, and drivetrains to meet this challenge.
One example is Eaton’s Battery Disconnect Unit with Breaktor protection, which integrates the functions of fuses, contactors, and pyro switches into a single, compact device. This innovation enhances safety by enabling ultra-fast fault isolation while reducing the number of components – making electric vehicles lighter, more efficient, and more reliable.
Another innovation is the Battery Configuration Switch (BCS), developed with Munich Electrification. It allows EVs to seamlessly switch between 400-volt and 800-volt charging systems without compromising performance, improving both compatibility and reliability.
One of the most overlooked challenges in EV design – especially for commercial vehicles – is drivetrain performance. Traditional direct-drive EV systems struggle with acceleration, high-speed efficiency, and gradeability, especially when carrying heavy loads.
Eaton solves this with a portfolio of EV transmissions purpose-built to improve torque, efficiency, and flexibility across light-, medium-, and heavy-duty commercial vehicle platforms.
Its heavy-duty 4-speed EV transmission, recognized as a 2024 Automotive News PACEpilot Innovation to Watch, delivers smooth launches on 30 percent grades and maintains highway speeds on inclines as steep as 7 percent. The transmission leverages a proven layshaft architecture – common in automated manual transmissions (AMTs) – but reengineered for EVs. Without a clutch, gear shifts are synchronized by the traction motor, resulting in greater efficiency and seamless performance.
Medium-duty EVs benefit from 4- and 6-speed variants that have logged over 2 billion real-world miles. Their lightweight countershaft design and electric gear actuation allow for smaller, more efficient motors – reducing battery size and improving range.
Also, part of the lineup is Eaton’s ultra-compact 4-speed transmission, which delivers exceptional torque density, more payload capacity, extended range, and added space for battery packaging. This design makes it easier for OEMs to tailor powertrains to their specific duty cycles.
Together, these EV transmissions help overcome the limitations of direct-drive systems, providing diesel-like performance while improving acceleration, climbing ability, and highway cruising efficiency. This matters in real-world applications where every percent of efficiency and every pound of payload makes a difference.
In EVs, even the smallest components can have an outsized impact on performance. Eaton continues to lead in terminals and connectors that maximize conductivity and minimize heat loss. Products like high-power lock box terminals and RigiFlex busbars ensure efficient power flow to critical subsystems – from infotainment and climate control to traction motors and braking.
These components support flexible vehicle architectures, enabling OEMs to customize designs while maintaining safety and performance.
Reliability is critical, especially in crash scenarios. Eaton’s dual-trigger pyro fuses act like airbags for the electrical system, disconnecting power instantly in the event of a crash. Combined with Breaktor technology and Bussmann EV fuses, Eaton offers a full spectrum of circuit protection tailored to evolving EV requirements.
These systems help EVs meet the toughest safety standards without adding unnecessary weight or complexity – an essential balance for today’s high-performance electric vehicles.
What sets Eaton apart isn’t just one standout product, it’s the company’s ability to manage power from the transformer to the transmission. The Electrical Sector ensures grid readiness and smart infrastructure. The Mobility Group ensures vehicles are equipped to use that power safely and efficiently.
Few companies have the breadth and depth to support the entire EV power journey. Fewer still have done so with the legacy of safety, innovation, and sustainability that Eaton brings to every product it builds.
Electrification is no longer a dream – it’s happening. But to reach its full potential, the industry needs partners who understand how to connect every dot in the power ecosystem. Eaton manages both sides of the plug, and that may be exactly what the EV industry needs to bridge the gap between promise and progress.
Mike Froelich is Global Vice President of Engineering-eMobility at Eaton., an intelligent power management company that makes products for the mobility, utility, industrial, aerospace, and other markets.
As we stand at the threshold of transportation's electric future, there's an uncomfortable truth we must confront: the very infrastructure that supported EV adoption's early phase is now poised to become its greatest limitation. Global EV sales are set to capture 20 percent of the market this year, with projections showing this could exceed 60 percent by the mid-2030s. In the United States alone, the electric fleet is expected to grow from approximately 5 million vehicles today to between 26-27 million by 2030, according to analyses from both Edison Electric Institute and PwC, eventually reaching a staggering 92 million by 2040. But beneath these impressive growth curves lies a critical vulnerability few are discussing – our charging infrastructure is fundamentally misaligned with the coming wave of mass-market adoption.
The revolution that began with early adopters choosing EVs for environmental and technological reasons is now evolving into a mass-market transformation. But there's a critical disconnect between this projected growth and our ability to support it. The EV revolution will move at the speed of its infrastructure. Without a fundamental shift in charging architecture, we'll hit that wall where EVs are increasingly popular but increasingly difficult to charge.
Current charging solutions were designed for yesterday's EV market – a market characterized by limited demand and modest infrastructure requirements. These systems typically scale to just eight charging points per power cabinet, require disproportionate grid upgrades for expansion, and can't efficiently serve the growing diversity of vehicles from compact cars to commercial trucks.
This creates a three-fold problem:
For years, the industry has engaged in marketing increasingly powerful chargers as the primary metric of innovation. That era is ending. The new competitive battleground will be intelligent power distribution: getting the right amount of power to the right vehicle at the right time – every time! This shift represents charging infrastructure's evolution from a relatively simple fueling model to a sophisticated energy management system that maximizes throughput and return on investment.
When one vehicle needs 50kW and another needs 250kW, the infrastructure should seamlessly accommodate both without overprovisioning or underserving either. This capability – dynamic power allocation based on real-time demand – marks the difference between yesterday's charging paradigm and tomorrow's.
These limitations aren't merely technical challenges. They create practical and economic barriers that threaten to derail the EV transition:
Without a fundamental shift in charging architecture, we face a future where EVs become increasingly popular but increasingly difficult to charge. The market could stall precisely when it should be accelerating.
After over a decade pioneering DC fast charging technology, we at Tritium recognized this fundamental challenge requires more than incremental improvements. It demands a complete reimagining of charging architecture.
"Today marks a paradigm shift in EV charging infrastructure," I noted during our unveiling of TRI-FLEX at ACT Expo 2025. "TRI-FLEX is not just an incremental improvement but a fundamental reimagining of distributed charging architecture designed to scale efficiently at the speed of coming demand in the market."
The core innovation is what we call ultra-scaling distributed architecture – a revolutionary approach that enables unprecedented flexibility and scalability:
The architecture fundamentally changes how we think about scaling charging infrastructure: "Think of traditional charging like having separate water heaters for every shower in your house – inefficient, expensive, and difficult to scale," as I explained to industry analysts. "TRI-FLEX is like one smart water heater serving many showers simultaneously, giving each precisely the temperature and pressure it needs."
This isn't just a technological advancement – it's an economic breakthrough that transforms the financial equation for charging infrastructure deployment:
For drivers, this means the near elimination of "the last vestiges of range anxiety." Going forward, the biggest pain point won't be vehicle range – it will be finding available chargers when and where you need them. TRI-FLEX changes that equation by allowing for fast, cost-effective scaling of EV charging locations that can keep up with accelerating demand.
The coming EV surge – growing from today's early adoption phase to projected fleets of 27 million by 2030 and 92 million by 2040 in the U.S. alone – requires infrastructure that can scale without bounds, optimize without waste, and adapt without replacement.
Ultra-scaling distributed architecture isn't just an option for the future of charging – it's an imperative if we want to remove the final barrier between early adoption and mainstream electrification. Without this evolution, we risk creating the very bottleneck that could stall the EV revolution.
For operators, the choice is clear: continue with architectures designed for yesterday's market or embrace solutions that align with tomorrow's demand. The stakes couldn't be higher – not just for individual businesses but for the entire transition to sustainable transportation. The EV revolution needs infrastructure that can move at the speed of its ambition. That infrastructure begins with ultra-scaling distributed architecture.
Arcady Sosinov is the CEO of Tritium, a global leader in DC fast chargers for electric vehicles.
In the ever-evolving world of battery technology, the safety of lithium-ion (Li-ion) batteries has become a paramount concern, especially as the demand for electric vehicles (EVs) and renewable energy storage systems surges globally. Epsilon Advanced Materials (EAM), a leader in the production of high-quality battery materials, is at the forefront of addressing these safety challenges. Through innovative solutions and a deep commitment to sustainability, EAM is enhancing the performance of lithium-ion batteries and significantly reducing risks associated with their use.
EAM’s journey is rooted in a vision of decarbonizing economies and driving the transition to cleaner energy technologies. It all began when an entrepreneur with a passion for sustainability crossed paths with a battery engineering scientist who had developed an exceptional battery material in his backyard. This meeting of minds sparked the creation in 2018 of EAM, a company dedicated to perfecting the art and science of advanced battery materials. Since its inception, EAM has sought to lead the way in providing innovative battery solutions that meet the demands of a rapidly changing world.
EAM’s approach to battery safety is through its focus on synthetic graphite anode materials. These materials are designed to improve fast charging performance, a feature that is increasingly important as consumers demand quicker charging times for their EVs. Traditional battery materials can struggle to handle the higher currents involved in fast charging, leading to stress on the battery and an increased risk of overheating. However, EAM’s synthetic graphite anode material is engineered to handle these higher currents with less stress, significantly reducing the risk of overheating and enhancing the overall safety of the battery.
Another key factor in the safety of Li-ion batteries is the direct current internal resistance (DCIR), which represents the resistance to current flow within the battery. Higher resistance can generate heat, which in turn increases the risk of thermal runaway – a dangerous situation where the battery can overheat uncontrollably. EAM’s synthetic graphite-based anode material boasts lower DCIR, meaning it offers less resistance to current flow. This reduction in resistance provides better heat management within the battery, minimizing the chances of thermal runaway and ensuring safer operation even under high-stress conditions.
In addition to these advancements, EAM’s synthetic graphite anode material also offers superior cycling stability compared with natural graphite. Over time, battery materials can degrade, leading to unwanted reactions within the battery that can generate heat and compromise safety. EAM’s material, however, degrades less over time, maintaining its stability and reducing the likelihood of these unwanted reactions. This enhanced cycling stability not only extends the lifespan of the battery but also ensures that it operates safely throughout its life cycle.
EAM’s commitment to safety and innovation is further demonstrated by its plans to open a state-of-the-art battery materials and components plant in North Carolina in 2026. This $650-million facility will be a significant step forward in the domestic production of battery materials, including both natural and synthetic graphite anodes. With a targeted annual production capacity of 60,000 tons of anode materials by 2031, the plant could eventually supply enough materials for up to 1.1 million electric vehicles in the U.S.
The decision to establish this manufacturing plant in Brunswick County, NC is strategic, as this location will be part of a burgeoning EV battery hub in the state, positioning EAM to play a critical role in the U.S. battery supply chain. This move is particularly timely given recent developments in the global graphite market. China, which dominates synthetic graphite production, has recently curbed exports of the material, leading to concerns about supply chain stability and rising costs. By developing a domestic source for synthetic graphite, EAM is not only reducing reliance on imported Chinese materials but also bolstering the U.S. battery industry against potential supply disruptions.
EAM’s U.S.-made battery components and materials are expected to qualify for incentives under the Inflation Reduction Act and related U.S. legislation aimed at building domestic supply chains for EVs and batteries. This support from the U.S. government underscores the importance of EAM’s work in ensuring that the next generation of batteries is not only high-performing but also safe and sustainable.
As EAM continues to innovate and expand, its focus remains firmly on the safety and sustainability of Li-ion batteries. The company’s advanced materials and cutting-edge technologies are setting new standards for battery safety, ensuring that as the world shifts towards cleaner energy and electric mobility, the batteries powering this transition are as safe as they are efficient. EAM is not just meeting the challenges of today’s battery industry but is also anticipating and addressing the needs of tomorrow. Through its commitment to innovation, safety, and sustainability, EAM is playing a key role in shaping the future of energy storage and electric mobility.
Sunit Kapur is Chief Executive Officer of Epsilon Advanced Materials, a global battery material manufacturer focused on sustainable battery solutions.
California has banned the sale of new gas vehicles in the state by 2035. Eight other states have adopted its far-reaching rule and more are considering it. This is an environmental win but also a huge worry for many who feel their mobility way of life will be increasingly challenged as we head toward an electrified future. They have a right to be concerned.
It’s true that many assumptions are at work today as we head toward a world replete with electric cars, and these should be well considered. Perhaps the most controversial notion is that the nation’s electrical grid will support a massive influx of electric vehicles on our highways. If we accept that calculations supporting this conclusion were accurate at the time they were made, it’s apparent they didn’t take into account the challenges now posed by an increasingly contrary climate.
One example is Electric Vehicles at Scale – Phase 1 Analysis: High EV Adoption Impacts on the Western U.S. Power Grid, the first of a multi-part analysis by Pacific Northwest National Laboratory conducted on behalf of the Department of Energy. This comprehensive and well-documented report analyzed how the many millions of electric cars expected on the road by 2028 would affect the Western grid.
Without diminishing the considerable work and expertise that went into this report, it’s important to note that there’s an important caveat. In its words, the study’s outcomes “are predicated on normal grid conditions, absent of any grid contingencies, such as generator or transmission outages, extreme weather scenarios, extreme high loads, or fire conditions that require deactivation of major transmission lines.”
This is an eye-opening footnote. In recent years, the nation has experienced a greater incidence of extreme weather events like historic heat waves, deep freezes, high winds, hurricanes, and monsoon-like downpours. These have disrupted the electrical grid and caused blackouts in diverse parts of the country. This not only brings the misery of living in the dark without air conditioning, lights, or staying connected, but also an inability to charge an electric vehicle if one happens to be in your garage.
During yet another California heat wave in a recent summer, the state’s Independent System Operator issued 10 straight days of Flex Alerts asking consumers to cut energy use to avoid rolling blackouts. The ask was that thermostats be set higher and that consumers avoid using major appliances, including electric vehicle chargers, during specific times. Consumers rallied to the call and blackouts were averted. But this is not sustainable as an answer to an overloaded grid.
Overtaxing the grid isn’t exclusively a problem here. Heat waves and a severe drought impacting hydroelectric power affected a million electric vehicles in China, causing public charging stations to go offline. This underscores the challenge, illustrating the fragile balance of power generation and demand, and how unanticipated heat waves, droughts, and wildfires – and of course millions more electric cars – can potentially strain any electrical grid past its breaking point.
California has been successful in increasingly moving toward renewable wind and solar power, but phasing in renewables to displace the need for conventional power generation takes time. In anticipation of projected electricity shortfalls and the potential for blackouts in the years ahead, California extended operation of the state’s last operating nuclear powerplant, Diablo Canyon, which was scheduled to shut down in 2025. The powerplant supplies 9 percent of the state’s electricity and was deemed critical to California’s short-term electrical needs.
Over three decades ago when attention first turned to electric cars, the need for environmental improvement was real. It is, by all measures, now acute. Will a 2035 ban on gasoline cars in California and other ‘green’ states come to pass as planned, and will we be able to charge the millions of electric vehicles this will bring? A great many people hope so. But along the way, history shows us we need to be prepared with realistic options and contingency plans…just in case.
Green Car Journal editor Ron Cogan has focused on the intersection of automobiles, energy, and the environment for 35 years. He is an acknowledged electric vehicle expert and spent a year of daily travels behind the wheel of GM’s groundbreaking EV1 electric car.
People and goods traveling to and from homes, office buildings, stores, stadiums, factories, airports, and the rest of the built environment contribute to the largest single source (27%) of GHG emissions in the U.S. and the fastest growing source of global emissions. Published in January 2023, the U.S. National Blueprint for Transportation Decarbonization outlines important parts of the administration’s long-term strategy for reaching net-zero greenhouse gas emissions by 2050.
The blueprint was developed jointly by the U.S. departments of Energy, Transportation, Housing and Urban Development, and the Environmental Protection Agency – a notable level of coordination reflecting the urgency and the complexity of transitioning to a clean, carbon-free transportation sector. Three comprehensive strategies will guide policy decisions going forward and also help illustrate some of the ways the built environment can support transportation decarbonization: mobility that is convenient; efficient; and clean.
Even the greenest buildings imaginable induce travel demand, so owners, property managers, and developers of the built environment have both a strong interest in, and an opportunity for, accelerating the transition to zero-carbon mobility.
The U.S. Green Building Council’s (USGBC) suite of sustainability certification tools offers a playbook for those owners, managers, and developers to leverage their buildings to support the adoption of smarter mobility solutions.
LEED (Leadership in Energy and Environmental Design), the most widely used green building rating system across the globe, recognizes that green buildings are located, designed, and operated to maximize people’s access to active, public, shared, and electric transportation. Alongside tools for microgrids (PEER), parking structures (Parksmart), and existing building assets (Arc performance platform), USGBC and Green Building Certification Inc. (GBCI) programs offer a variety of ways to reduce transportation-related carbon emissions.
Local and regional land use planning is inextricably linked with travel demand and emissions. Communities that coordinate land use and transportation planning by prioritizing walkable and transit-oriented development can enable a more healthy and equitable transportation system that improves convenience and reduces vehicle miles traveled (VMT).
It’s not just about bikes anymore. Micromobility, especially e-bikes, are increasing the appeal of active travel to new users. Green buildings are designed for multimodal access, encouraging occupants who choose to walk, bike, or use micromobility.
EV sales in the U.S. is expected to grow tenfold by 2030, and all of those cars and trucks will need spaces to plug in. As adoption accelerates, equitable distribution of EV charging infrastructure is an important consideration. Meanwhile, a looming charging infrastructure gap could pose a significant obstacle for the EV transition.
Siting charging stations in workplace, retail, and multi-unit residential buildings is a critical part of meeting future charging demand. EV ready building codes are helping to “future proof” new commercial and residential buildings – installing EV charging infrastructure during new construction is up to 75% less expensive than retrofitting an existing building. Networked charging stations enable intelligent load sharing and energy management, further reducing infrastructure costs for developers, owners, and local jurisdictions.
The global transition to clean transportation and EVs will be complex and highly dependent on decarbonization of electricity generation. Fortunately, the International Energy Agency (IEA) recently published a policy guide for Grid Integration of Electric Vehicles that provides a framework for maximizing managed charging. As noted above, commercial buildings and parking structures are ideal for siting smart, networked charging stations. Additional passive (time-of-use signals) and active measures (demand response, load shifting, bidirectional charging) are key strategies for grid integration.
Travel induced by the built environment are a challenging source of Scope 3 GHG emissions to manage. Programs and tools, like Arc, assess the building performance, helping owners and managers of existing building assets measure, inventory, and reduce emissions through investments in sustainable transportation infrastructure and TDM.
The road to net-zero emissions is a long one that requires more than installing EV charging stations. It will require investments in our infrastructure and reimagining the way we build our communities to ensure convenient, healthy, and carbon-free mobility.
U.S. Green Building Council’s Kurt Steiner is a Transportation Planner/LEED Specialist and Paul Wessel is Director of Market Development, https://www.usgbc.org/.
You know the drill. Get in the car, commute to work, run your usual errands, and at regular intervals stop at the gas station to fill up. It’s a routine that’s been ingrained in the driving psyche for decades. If you want to simplify, then consider a move from gas and instead drive electric. Driving an EV is not a panacea to life’s constant demands but all in all, it calls for less of your time and attention. Here are a few reasons why driving an electric vehicle may be for you.
How much is your time worth? Charging an EV’s battery can conveniently be done at home with a garage charger, through a growing public charging network, and increasingly at workplace chargers. Those regular trips to gas stations? Cross them off your list, forever. Another benefit that can save time – and frustration – is the ability for solo EV drivers to use high occupancy vehicle (HOV/carpool) lanes in some states, which can shave plenty of time off a commute.
Electricity is a far cheaper way to fuel a car than gasoline. In fact, electric motors are so much more efficient than internal combustion engines, the most efficient electric vehicle today nets an EPA combined city/highway rating of 140 MPGe. The savings don't stop there. If you charge at home, additional savings can be realized by signing up for an electric utility’s favorable electric vehicle rate plan, then timing a charging session during a plan’s specified hours.
Vehicle maintenance is key to a healthy vehicle. Tune-ups keep a typical car running its best over the long haul, making the most efficient use of the gas it consumes and optimizing combustion so it produces fewer tailpipe emissions. One of the important benefits of an electric vehicle is that maintenance needs and costs are significantly diminished. Simply, there are far fewer moving parts in an EV than a conventional internal combustion vehicle, which means there’s less to take care of and fewer appointments needed for service.
Electric vehicles today are almost universally more expensive than those powered by traditional internal combustion engines. But if you want one, the federal government – along with many states, electric utilities, and other sources – can make it easier to buy an EV with generous subsidies of many thousands of dollars. The most valuable of these subsidies comes from the recently passed Inflation Reduction Act of 2022, which offers a potential clean vehicle tax credit up to $7,500 if you buy a new plug-in electric vehicle and up to $4,000 on a qualifying used EV.
Driving an EV makes a statement. We’ve seen this over time as Toyota’s Prius hybrid made its way to U.S. highways just over 20 years ago and was embraced by environmentalists and celebrities. The instantly recognizable profile of the Prius was part of the attraction, which shouted, “Look, I care about the Earth!” To many, that was reason enough to drive a Prius. To a whole lot of others it was just kind of obnoxious. Thankfully, today’s expanding field of eco-friendly electric vehicles offer a different approach. Some feature futuristic design cues that push the envelope in a positive way, but most are so mainstream you have to look for EV badging. Either way, your immediate circle of influence will recognize that you’re driving an electric vehicle and that confers positive status.
As we forge ahead in 2021, consumers and businesses alike are feeling a sense of cautious optimism. While the personal, political, and professional anxieties from last year won’t go away with the flip of a calendar, we can share reasons for hope for a brighter year ahead. One of those reasons is around a renewed focus on climate action, specifically around clean transportation through electric vehicles (EVs) and the charging infrastructure to support them. This hope is giving many of us a brighter – and greener – outlook for 2021 and beyond.
It’s exciting to see a growing wave of electric vehicle offerings on the horizon, helping create more interest and demand than ever before. But while new makes and models are inspiring, the industry is reaching an inflection point. Making EVs mainstream will require much more than just the vehicles themselves. The U.S. and the world need significantly more charging infrastructure and a stronger overall charging ecosystem to drive true adoption, things my colleagues and I work toward every day.
Let’s think about existing infrastructure as a starting point. Currently, there are well over a million individual gas pumps across the United States, and almost everybody is familiar with how they operate. For reference, there are less than 100,000 individual public chargers, and most Americans don’t know how to use them. The collective ‘we’ have some work cut out for us.
For EVs to really take off, consumers need to start seeing charging stations much more frequently than they do today. And the charging experience needs to take minutes, not hours. That’s why Electrify America is building the nation’s largest open, ultra-fast DC fast charging network, with chargers capable of up to 350 kW. We’re investing heavily to ensure the EVs of today and of the future will be able to charge faster than ever imagined. By the end of 2021, we expect to install or have under development approximately 800 total charging stations with about 3,500 DC fast chargers, including along two cross-country routes.
One of the many benefits of EVs is the ability to offer drivers multiple options when it comes to powering up. Charging is still a new experience for most, so emphasizing this point has been meaningful in our ongoing EV education and awareness efforts. Offering seamless solutions for home and workplace charging, in addition to continued focus on public ultra-fast charging, is helping to build confidence for any driver or fleet operator interested in making the switch to electric transportation.
As enthusiastic as we are about our progress, we know we can’t create the infrastructure and EV ecosystem needed to ignite this revolution alone. We need industry partners, automakers, utilities, businesses, and government to all come together to accelerate our charging capabilities to help spur future EV adoption – and we’re working with many groups to make that happen. A lack of collaboration can crush this movement, which remains in a hopeful, yet fragile place. More investment and partnerships across the board are what will keep the momentum going to adequately handle a growing number of EVs. That’s why we believe continued investment in charging will drive EV adoption, and that all stakeholders should be fully supporting all charging industry growth.
While lack of public charging remains a main deterrent for EV purchase consideration – an issue we are working hard to address – the true beauty of EVs is that between home, public, and workplace charging options, drivers will actually have more opportunities to power their vehicles than gas-powered cars. And that’s a future worth celebrating.
There are challenges ahead even as electric pickups are poised to enter a potentially enthusiastic market. Those challenges could mean a more gradual market trajectory than that of electric sedans and SUVs, which have already taken quite some time to gather momentum. For example, cars and SUVs used for commuting or running errands are typically driven less than 40 miles daily, with occasional trips of several hundred miles with passengers. That’s a reasonable and flexible duty cycle for electric passenger vehicles. It’s different for trucks.
With the exception of work trucks in urban areas, pickups in many rural areas travel hundreds of miles every day without refueling. That’s not an issue for conventionally powered pickups with their considerable driving range. It could be for coming electric pickups since their battery range is about half that of most full-size gas pickups. When conventional pickups do need to refuel, it takes but a few minutes to fill up with gasoline compared with the hours required for electrics. Realistically, it's difficult to see electric pickups meeting the duty cycles of work trucks like these until fast charging becomes widespread, especially in rural areas.
Towing presents additional food for thought. It’s well-known that fuel economy, and thus range, is reduced when conventional vehicles tow trailers, boats, or any load. Range is impacted more dramatically in electric vehicles, a fact that could make electric pickups less desirable for towing a boat or heavy load any significant distance since charging would likely be required every couple hundred miles. Illustrating the challenge is that towing a 5000 pound trailer with a Tesla Model X or Audi e-tron has been shown to result in a range reduction of up to 40 percent. Increasing range by adding batteries in an electric pickup may bring longer range, but it also means reducing payload and towing capacity pound for pound.
Looking at the demographics of pickup owners and comparing this with available charging stations presents a stark reality. The 13 states where pickups represent 25 percent or more of new vehicle sales have about 2600 public charging stations, less than 10 percent of all public charging stations in the country. That’s quite a disconnect. These are typically large states where long distance travel is the rule. This underscores the importance of charging opportunities and the formidable challenges electric pickups may face in areas where charging infrastructure is behind the curve.
Another challenge is maintenance. Even though electric pickups require significantly less maintenance than their gasoline or diesel counterparts, there are times when EV-specific service will be required. While the usual tire, brake, and fluid maintenance can be performed by mainstream service providers, electric pickup manufacturers must provide for other potential servicing involving an electric drivetrain, on-board electronics, and the many other controls and systems unique to an electric vehicle. That’s not a significant issue for legacy automakers like Ford and GM that have a widespread dealer sales and service network, even in sparsely populated states. Service personnel at dealerships can be trained in EV-specific work. Fledgling and start-up electric pickup companies will certainly be at a disadvantage here.
Will electric pickups succeed? Time will tell. Plus, we’ll have to see how some wishful launch schedules align with reality since COVID-19 has caused auto manufacturing delays and shutdowns. Plus, with today’s extraordinarily low gas prices, the value equation for electrics of any kind is skewed, at least for the present time. That doesn’t mean there won’t be demand for electric pickups…just that expectations for timing and market penetration should be tempered.
Most electric vehicle owners expect free public charging opportunities. Still, plenty of charging providers aim to sell such services and have built business plans around this.
Even as a pay-for-play network of charging stations emerges, we do expect many businesses to offer free charging as a way to attract environmentally-inclined customers. As all this unfolds, there’s substantial partnering going on as electric vehicle makers try to send the right message that charging stations are coming in greater numbers and many of them will indeed offer charging for free.
Case in point: Electric vehicle owners will now have access to free charging at an additional 15 charging stations in California because of an arrangement between Nissan North America and Adopt a Charger, a nonprofit group that works with companies and organizations to fund fee-free electric vehicle chargers in public places. Nissan is paying for three 220 volt Level 2 chargers at the Los Angeles County Museum of Art and four Level 2 chargers at the Music Concourse Garage in San Francisco’s Golden Gate Park. An additional eight 120 volt Level 1 outlets are also being sponsored at the Music Concourse.
These charging locations should get maximum visibility and use since both are at highly-visited family attractions with large concentrations of electric vehicle owners in the regions. This 'best-bang-for-the-buck' approach is sure to influence both free and pay-for-play charging locations in the future.