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.

A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services.

The client needed a forward-looking assessment of EV adoption and associated infrastructure investment needs, including power demand, charging equipment, and related services.

Contribution icon 1

Forecasted EV car sales through 2030 to inform infrastructure demand.

Contribution icon 2

Estimated the additional grid demand from EV adoption by 2030.

Contribution icon 3

Modeled investment requirements for charging infrastructure buildout through 2030.

Contribution icon 4

Estimated investments required for engineering, procurement, construction (EPC), and long-term maintenance services.

  • ADI’s analysis enabled the client to better understand infrastructure gaps and investment needs, informing strategic planning and resource allocation.
Customer Results
I much appreciated ADI Analytics’ insights. Humble, very bright advisors, and committed to over-delivering.
David Austgen KiOR Inc, VP

Industry experience

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 […]

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 […]

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 […]

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 […]

EV traction motor and permanent magnet study

ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]

Transportation energy scenario planning

ADI Analytics supported a scenario planning effort to help a client understand and prepare for evolving transportation energy trends and their long-term business implications. The client A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy. The situation The client wanted to explore how changes in transportation […]

More insights

Multi-client studies Icon Multi-client studies

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 […]

Article Icon Article

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. […]

Premium content Icon Premium content

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 […]