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

Sustainability assessment for electric utilities

ADI assessed how sustainability priorities are influencing actual capital allocation across electric utilities, with a focus on transmission, distribution, and grid digitalization. The work drew on utility‑level benchmarks covering decarbonization targets, resilience investments, and governance structures, supplemented by interviews with sustainability and planning leaders. Emphasis was placed on distinguishing aspirational ESG commitments from areas driving […]

North American transmission market assessment

ADI analyzed North American transmission demand by asset class, end market, and application to clarify where grid modernization and electrification are driving sustained equipment investment. Proprietary asset‑level segmentation was used to connect reliability mandates, renewable integration, and load growth to spending cycles. The results translated market signals into clear implications for manufacturing focus and capacity […]

Building efficiency assessment methodology

ADI developed a vendor‑independent Building Efficiency Assessment Methodology (BEAM) to quantify energy savings, emissions reductions, and retrofit economics across existing building portfolios. The work combined inductive benchmarking from comparable buildings, scenario‑based modeling, and conversion‑rate analysis to move retrofit decisions upstream without costly on‑site audits. Emphasis was placed on translating engineering outputs into CFO‑relevant metrics such […]

AI and data center energy impacts workshop

ADI structured and led a workshop examining how AI‑driven data center growth translates into power demand, infrastructure strain, and planning risk. Insights were synthesized from utilities, hyperscalers, OEMs, and developers to assess demand magnitude, geographic concentration, and timing relative to transmission and permitting constraints. The analysis framed implications for fuel mix, grid investment sequencing, and […]

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