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 and associated infrastructure investment needs, including power demand, charging equipment, and related services.
ADI’s contributions
EV adoption outlook
Forecasted EV car sales through 2030 to inform infrastructure demand.
Power demand projection
Estimated the additional grid demand from EV adoption by 2030.
EVSE investment analysis
Modeled investment requirements for charging infrastructure buildout through 2030.
EPC and aftermarket services outlook
Estimated investments required for engineering, procurement, construction (EPC), and long-term maintenance services.
Key outcomes
- ADI’s analysis enabled the client to better understand infrastructure gaps and investment needs, informing strategic planning and resource allocation.
More insights
Record utility spending meets project reality
U.S. utilities are entering the largest capital deployment cycle in their history, with total spending projected to reach roughly $1.4 trillion through 2030 and annual capex growing at double-digit rates. The single biggest driver behind this surge is the rapid growth in AI and data centers. Hyperscale facilities are significantly increasing load demand, often on […]
Bulk liquid storage is shifting from capacity to capability
Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]
Energy transition: 2026 mid-year trends and supply chain impacts
The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]