Ep. 228
Talking New Energy: Investing in electric vehicle charging networks
Energy transition EV charging research Due diligenceYou can listen to our podcasts online via the player below or search for 'Talking New Energy' and review, rate and subscribe on Podbean, Spotify or Apple Podcasts.
In this episode, we speak to LCP Delta experts Kate Armitage and Becca Yap to explore the growth and investment landscape of public EV charging networks, drawing on their experience of forecasting infrastructure needs and advising investors across Europe.
We discuss:
- The current state and growth of public EV charging networks
- Investment trends and issues, including overbuilding, utilisation rates, and market consolidation.
- Opportunities for investors and CPOs in both new builds and acquisitions of existing assets.
What’s one thing you would like listeners to take away from this?
- The EV public charging sector offers huge long-term opportunities, but successful investment requires patience, strategic growth, and careful attention to utilisation and infrastructure placement.
