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.

Private equity sponsor

Rapid EV adoption created uncertainty around charging infrastructure scale, economics, and EPC positioning.

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

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

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

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Evaluated payback and savings for commercial fleet charging using real‑world operating assumptions.

  • 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

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