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.

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Charger‑level cost modeling

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

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Competitive EPC mapping

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

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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

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