EV and charging infrastructure market assessment

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

Contribution icon 1

Bottom‑up market forecasting

Modeled EV stock, charger density, power demand, and infrastructure spend under low and high cases.

Contribution icon 2

Charger‑level cost modeling

Analyzed capex and opex by charger type, including make‑ready, interconnection, and operating costs.

Contribution icon 3

Competitive EPC mapping

Assessed EPC positioning, barriers to entry, and differentiation across Level 2 and DC fast charging.

Contribution icon 4

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.
Client Results
We engaged ADI for a broad market research project in the EV EPC space. With their deep market knowledge and access to the right experts, ADI delivered very successful projects.
Brian Orkin Partner, Arsenal Capital Partners

Industry experience

Circularity strategy for EV batteries

ADI helped a global automotive battery supplier transform their costly EV battery disposal process into a profitable, sustainable business by creating a new battery circularity strategy. The client We partnered with a global automotive battery supplier with their strategy for a rapid transition toward electrified vehicles. The situation The client’s current process for handling old […]

Read now

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Read now

Go-to-market strategy for EV battery recycling

ADI provided a prominent battery recycling company with a strategic plan to enter the EV battery market, including an assessment of business models and detailed financial analysis. The client We partnered with a prominent lead-acid battery recycling company exploring new opportunities in the rapidly growing electric vehicle (EV) battery market. The situation With the EV […]

Read now

A strategic roadmap for EV battery recycling

ADI partnered with a battery recycling innovator to build a strategic go-to-market roadmap. Our work helped them analyze their technology, define their value proposition, and prepare for successful market entry and fundraising. The client We partnered with a battery recycling start-up that was looking to communicate their story for potential investors. The situation The client […]

Read now

More insights

Browse all insights
Biofuels
Article Icon Article

Record RFS mandates strain biofuel supplies

The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]

Read now
midstream outlook
Premium content Icon Premium content

Oil & gas midstream: 2026 mid-year trends and supply chain impacts

The midstream sector in the first half of 2026 is moving at a breakneck pace, driven by a strategic pivot toward “wellhead-to-water” natural gas liquid (NGL) integration, severe high-horsepower compression supply-chain constraints, and a massive power-generation super-cycle spurred by AI data center expansion. Rather than relying on speculative mega-projects, major pipeline operators are maximizing fee-based […]

Read now
Browse all insights