ADI evaluated the North American EV and charging infrastructure market using bottom‑up forecasts of vehicle stock, charger deployment, power demand, and capital investment through 2030. The analysis differentiated Level 1, Level 2, and DC fast charging economics, incorporating policy scenarios, utility participation models, and EPC cost structures. Particular attention was paid to fleet charging economics and the implications for infrastructure scale, complexity, and competitive advantage.
The client
Private equity sponsor
The situation
Rapid EV adoption created uncertainty around charging infrastructure scale, economics, and EPC positioning.
ADI’s contributions
Bottom‑up market forecasting
Modeled EV stock, charger density, power demand, and infrastructure spend under low and high cases.
Charger‑level cost modeling
Analyzed capex and opex by charger type, including make‑ready, interconnection, and operating costs.
Competitive EPC mapping
Assessed EPC positioning, barriers to entry, and differentiation across Level 2 and DC fast charging.
Fleet economics analysis
Evaluated payback and savings for commercial fleet charging using real‑world operating assumptions.
Key outcomes
- Informed investment strategy and platform‑build considerations across EV charging, EPC, and aftermarket services.
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