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As we race to an electric future, slower charging is stuck in 2015.
Breaking news: America’s electric vehicle charging infrastructure continues to disappoint. In other news, water is wet, the sky is blue (unless it’s orange), and nine out of the 10 people who might occupy the White House in 2025 probably aren’t going to do a damn thing about climate change.
It’s been that way for years, so why is it still the case now? Besides Tesla’s excellent charging network, EV infrastructure hasn’t ever been up to snuff, but there’s a now baffling incongruency between that and the actual EV market. Despite some fits and starts, this year is expected to be a record one for EV sales. New electric cars are coming out all the time and across every part of the pricing spectrum.
Why does our charging experience feel stuck in 2015, back when EVs were few and far between on the roads and mostly driven by early adopters?
One area in particular that’s lacking is Level 2 charging. Faster than a wall outlet but slower than the DC fast chargers that can fill up a compatible vehicle in 20 to 30 minutes, Level 2 chargers can juice a car overnight or add some miles during daily errands. And they’ll be crucial to an EV future — even if drivers don’t quite think of it that way yet. (Level 2 chargers are the ones you can have in your home garage, by the way.)
DC fast charging gets the lion’s share of attention in part, I believe, because so many new EV drivers are used to the gas station model. To them, getting gas is getting gas; there’s really only one way to do it and it takes about five minutes, tops. Adding more DC fast chargers, in theory, will not only enable longer trips but also ease that charging anxiety by making EVs more convenient to own.
But the truth is, we’ll need both fast charging stations for road trips and quality Level 2 charging for when our cars are parked at the office, shopping malls, movie theaters or anywhere else we might go. For starters, a gas car can’t get energy while it’s parked, so a good Level 2 charger is an immediate upgrade in convenience from internal combustion right now — if you can find one.
Second, there’s the energy consumption issue. Besides being expensive and labor-intensive to build, DC fast chargers use a staggering amount of electricity to charge cars quickly. Matt McCaffree, the VP of Utility Marketing Development at Austin-based Level 2 charging company Flash, gave an example of a DC fast charger station with 16 ports where each offers at least 150-kilowatt charging.
“If you multiply 150 times 16, then you end up with 2.4 megawatts of energy being pulled from the grid,” he said. “That’s the equivalent of about two 14-story buildings.” Put two such stations together, McCaffree said, and you get energy use on par with some landmarks in Denver where he lives: “That's the equivalent of a stadium,” he said. “That's the equivalent of Mile High or Ball Arena downtown.”
(By the way, relying too much on fast charging is bad news for your battery, too; that’s a ton of heat that can degrade performance over time, so it’s best not to use these on a daily basis.)
Given the fact that EVs are meant to solve energy and climate concerns, you’d think someone would step up and make Level 2 chargers better by now. But you’d sadly be wrong.
A study released last week by auto industry marketing and research firm J.D. Power and must-have charging app PlugShare reveals that even with much wider EV adoption, the problems around charging aren’t getting better. According to the firm’s data, it’s actually getting worse. Customer satisfaction with public Level 2 charging in particular is at its lowest point in the three years the study has been conducted. Fast charging fared better overall. But even in California, where charging is ubiquitous for the country’s biggest EV market, a staggering 25% of respondents said they found public charging unreliable.
If California can’t get this right, what hope is there for the rest of us?
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What’s going wrong here is nothing new. Many Level 2 chargers are still hard to find, shoved off to the sides of parking lots or other inconvenient places. Then you have the challenges of uptime, whether they’re actually working or not; the question of who’s responsible for fixing them, the charging company or the owner of the property where they sit; and the abundance of apps to pay for different charging networks, often through depositing money into a digital wallet before you can begin.
If gas cars were a new invention in 2023, and gas stations worked this way, we’d still be a horse-centric society.
Level 2 charging also doesn’t seem to be a huge focus of the federal government; though there is a grant program to fund such chargers in certain communities, more than twice as much funding is going toward DC fast charging. “[Federal] funding is disproportionately focused on the roadside charging and on the transportation corridors,” McCaffree said. “Again, that is an important use case that we need to have out there. But it is not the only charging solution that we should provide.”
To make matters worse, the $5 billion National Electric Vehicle Infrastructure (NEVI) program that offers grants for public chargers has rules around uptime. Specifically, grant recipients have to guarantee their chargers will be functional 97% of the time. But those only apply to the DC fast chargers — grants for Level 2 chargers are under a separate program and have no such strings. This means that while the federal government will require DC fast chargers to get better, Level 2 chargers may only do so if “the market” forces things that way via competition.
Of course, no businessman screams out for more regulation, but McCaffree thinks the whole charging industry would do well to follow those DC charging uptime rules on their own as a “baseline” for how to operate. “If the industry starts to just say, ‘Okay, we're going to stick to this,’ then I think that that will be sufficient. And that's a standard that is very reasonable.”
There’s also Tesla riding to the rescue of the whole EV industry by opening its charging network to other EVs, including its Level 2 “Destination” chargers. “It may provide a boost in fast-charging satisfaction among owners of EVs from other brands as they begin to use Tesla’s Supercharger stations,” J.D. Power’s EV chief Brent Gruber said in a statement. Then again, as great as the Supercharger network is, I question the wisdom of relying on one company to solve what’s about to be a national infrastructure challenge — especially a company run by, you know, that guy.
So it’s clear that as EVs get cheaper, faster, better and more capable of driving longer distances, public Level 2 charging needs to up its game too. I have some ideas on how to start:
National uptime requirements and pricing transparency. I’d be in favor of bringing the federal hammer down here, even if most charging companies aren’t. So far, EV charging has been a barely regulated free-for-all; if the gas station industry can thrive under such red tape, so can the electron business. I’d like to see Level 2 chargers beholden to those 97% uptime rules, with prominent displays for pricing — people often don’t even realize this.
An end to the proprietary payment apps. Whether it’s credit card point of sale, digital pay accessibility or, hell, even cash somehow, the “every charging network has its own app” madness has to go. This is another federal grant requirement for DC chargers, though it’s unclear how it’s going to be implemented.
Better education. This comes in on the part of the federal government, the charging companies, the automotive industry — really everyone involved. We cannot have EV charging exist under the gas station paradigm forever, and that means teaching drivers what types of charging they need for different situations and where to find them. Otherwise, you’ll have waves of new drivers pulling up to an “EV charger” in need of immediate juice, only to find charging will take eight hours. (I’ve done that myself in the past; the learning curve is real here and it is steep.)
An industry focus on making this work. McCaffree said much of the EV charging market was, until fairly recently, a “land grab”: getting as many chargers out there with as much brand recognition as possible, and not focusing as much on quality and customer service. Those days are over. “I think we as an industry… now, we have to focus on creating that consumer confidence in what has already been built.”
If they can’t, they won’t survive what’s coming any more than a car company that refuses to invest in electrification.
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What happened this week in climate and energy policy, beyond the federal election results.
1. It’s the election, stupid – We don’t need to retread who won the presidential election this week (or what it means for the Inflation Reduction Act). But there were also big local control votes worth watching closely.
2. Michigan lawsuit watch – Michigan has a serious lawsuit brewing over its law taking some control of renewable energy siting decisions away from municipalities.
A conversation with Frank Wolak of the Fuel Cell and Hydrogen Energy Association.
We’re joined today by Frank Wolak, CEO of perhaps the most crucial D.C. trade group for all things hydrogen: the Fuel Cell and Hydrogen Energy Association. The morning after Election Day we chatted about whether Trump 2.0 will be as receptive as members of Congress have been to hydrogen and the IRA’s tax credit for producing the fuel. Let’s look inside his crystal ball, shall we?
Simply put, will president-elect Donald Trump keep the IRA’s 45V tax credit in place?
So a couple things there. First, the production tax credit still has to be finalized and what they do about the tax credits, if anything, is a function of whether the Biden administration issues final guidance.
If they issue final guidance, then what that guidance says will determine what kind of reaction the Trump administration may have, whether to adjust it or tweak it.
The second thing: I think the tax credits fit into a question of the IRA broadly and hydrogen specifically. The Trump administration is going to be looking at the entirety of the IRA. There’s the question of what pushback hydrogen has in this administration and if it’s viewed as valuable or important or secondary, tertiary to other things. And I think we’ve yet to see that in the form of any platform.
So Trump’s view on hydrogen is a mystery then – how will that uncertainty impact hydrogen projects in development today?
The uncertainty that has been experienced by this industry predates the election outcome. The long wait for guidance has definitely slowed down the amount of investment. They’ve put many things on hold. This is not a secret.
What I’ll say is, the ability to regroup and fulfill the expectations that this industry had two or three years ago is hugely dependent on the outcome of the tax credit.
What do you think we’ll see companies do in this information vacuum? Will we see them double down on supporting the credit or potentially get out of hydrogen since it’s an emerging, nascent technology?
The doubling down on the tax credit depends on what the guidance looks like.
If the guidance looks flexible, the question is: how do you take that flexibility and make sure the Trump administration continues it and sees it as valuable or vital?
If the tax credit becomes rigid and stays rigid in the Biden administration, you’ll have a two step process – to unwind the rigidity and then also encourage the Trump administration to see the merits. If the guidance stays as stated, the work is harder.
The degree to which industry continues to make investments and says, “hey, we’re all in,” is a function of how these tax credits emerged. Are they going to really keep fighting and to keep the momentum going, or are the [credits] so limited that companies go, “look this is going to be very very hard to overcome in the U.S. so we’re going to take our investment elsewhere.”
You think we might see companies dip out of the hydrogen space over the credit’s outcome?
Mature long term players who are multinationals … are remaining extremely positive. They may adjust the sequence of their investments but they’re in this because they’re in hydrogen and want to be in this market as much as possible.
But those who saw this as an opportunity to come in and take advantage of tax credits are having those reactions of, “Should I invest? Do I look [at it] positively?” And that’s probably natural.
On the looming climate summit, clean energy stocks, and Hurricane Rafael
Current conditions: A winter storm could bring up to 4 feet of snow to parts of Colorado and New Mexico • At least 89 people are still missing from extreme flooding in Spain • The Mountain Fire in Southern California has consumed 14,000 acres and is zero percent contained.
The world is still reeling from the results of this week’s U.S. presidential election, and everyone is trying to get some idea of what a second Trump term means for policy – both at home and abroad. Perhaps most immediately, Trump’s election is “set to cast a pall over the UN COP29 summit next week,” said the Financial Times. Already many world leaders and business executives have said they will not attend the climate talks in Azerbaijan, where countries will aim to set a new goal for climate finance. “The U.S., as the world’s richest country and key shareholder in international financial institutions, is viewed as crucial to that goal,” the FT added.
Trump has called climate change a hoax, vowed to once again remove the U.S. from the Paris Agreement, and promised to stop U.S. climate finance contributions. He has also promised to “drill, baby, drill.” Yesterday President Biden put new environmental limitations on an oil-and-gas lease sale in Alaska’s Arctic National Wildlife Refuge. The lease sale was originally required by law in 2017 by Trump himself, and Biden is trying to “narrow” the lease sale without breaking that law, according to The Washington Post. “The election results have made the threat to America's Arctic clear,” Kristen Miller, executive director of Alaska Wilderness League, toldReuters. “The fight to save the Arctic Refuge is back, and we are ready for the next four years.”
Another early effect of the decisive election result is that clean energy stocks are down. The iShares Global Clean Energy exchange traded fund, whose biggest holdings are the solar panel company First Solar and the Spanish utility and renewables developer Iberdola, is down about 6%. The iShares U.S. Energy ETF, meanwhile, whose largest holdings are Exxon and Chevron, is up over 3%. Some specific publicly traded clean energy stocks have sunk, especially residential solar companies like Sunrun, which is down about 30% compared to Tuesday. “That renewables companies are falling more than fossil energy companies are rising, however, indicates that the market is not expecting a Trump White House to do much to improve oil and gas profitability or production, which has actually increased in the Biden years thanks to the spikes in energy prices following the Russian invasion of Ukraine and continued exploitation of America’s oil and gas resources through hydraulic fracturing,” wrote Heatmap’s Matthew Zeitlin.
Hurricane Rafael swept through Cuba yesterday as a Category 3 storm, knocking out the power grid and leaving 10 million people without electricity. Widespread flooding is reported. The island was still recovering from last month’s Hurricane Oscar, which left at least six people dead. The electrical grid – run by oil-fired power plants – has collapsed several times over the last few weeks. Meanwhile, the U.S. Bureau of Safety and Environmental Enforcement said yesterday that about 17% of crude oil production and 7% of natural gas output in the Gulf of Mexico was shut down because of Rafael.
It is “virtually certain” that 2024 will be the warmest year on record, according to the European Copernicus Climate Change Service. In October, the global average surface air temperature was about 60 degrees Fahrenheit, or nearly 3 degrees Fahrenheit warmer than pre-industrial averages for that month. This year is also on track to be the first entire calendar year in which temperatures are more than 1.5 degrees Celsius above pre-industrial levels. “This marks a new milestone in global temperature records and should serve as a catalyst to raise ambition for the upcoming climate change conference,” said Copernicus deputy director Dr. Samantha Burgess.
C3S
The world is falling short of its goal to double the rate of energy efficiency improvements by 2030, the International Energy Agency said in its new Energy Efficiency 2024 report. Global primary energy intensity – which the IEA explained is a measure of efficiency – will improve by 1% this year, the same as last year. It needs to be increasing by 4% by the end of the decade to meet a goal set at last year’s COP. “Boosting energy efficiency is about getting more from everyday technologies and industrial processes for the same amount of energy input, and means more jobs, healthier cities and a range of other benefits,” the IEA said. “Improving the efficiency of buildings and vehicles, as well as in other areas, is central to clean energy transitions, since it simultaneously improves energy security, lowers energy bills for consumers and reduces greenhouse gas emissions.” The group called for more government action as well as investment in energy efficient technologies.
Deforestation in Brazil’s Amazon fell by 30.6% in the 12 months leading up to July, compared to a year earlier. It is now at the lowest levels since 2015.