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Good morning grid connections listeners.

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Welcome to the fourth season of grid
connections.

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And today we have Steve Birkett the
founder of plug and play EV returning

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along with Walter Schulze joining us for
the first time.

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Walter is the host of the network
architect channel where he hosts the EV

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driver series.

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He shares timely updates on EV charging
station providers and new locations that

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are adding across the country.

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Together we'll all delve into some of the
latest perceptions around EV sales

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numbers.

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and explore maybe it's not all doom and
gloom as the headlines would want you to

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believe.

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Then explore the challenges dealerships
face in selling electric vehicles and

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examine the ongoing rollout of EV charging
infrastructure across the country.

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Plus, we'll also discuss some of the
tactics charge point operators use when

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discussing an EV fast charging location to
meet various use cases.

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Being based in a more rural part of the
West Coast, I really appreciate Stephen

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Walter for sharing their own recent
experiences with driving their electric

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vehicles on the East Coast.

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and some of the road trips into the
Midwest they've taken.

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It's always fascinating to hear how the EV
landscape varies across different regions.

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It seems like out of the three of us, I've
had the most issues lately, but we all

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agree that overall it continues to be an
overly positive and improving experience

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for all of us.

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As a reminder, if you enjoy this episode,
please share it with at least one friend

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or colleague who would find it interesting
as well.

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Don't forget to leave a positive review on
our podcast page.

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Your support helps us reach more listeners
and continue bringing you great content.

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With that, enjoy.

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Walter, do you want to kick it off?

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Certainly my name is Walter Schulze, the
owner and operator of the Network

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Architect Channel Studios, which is
basically just my home office, really

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nothing much to it.

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I'm a technologist by profession for
multiple decades and have become an EV

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enthusiast over the past several years and
have been pursuing YouTube content

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creation probably for 18 months or so and
find a way of...

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Pursuing an outlet for my passion for EVs
is a lot of fun to engage with the social

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media community out there.

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I'm Steve Birkett.

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I'm a plug and play EV on YouTube.

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I've been doing it since around 2018,
2019.

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Years seemed to fly by, but started off in
a bolt EV back then and it was much

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different landscape than it is now.

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Started thinking we've talked about it
chase a little bit on the previous

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episode, just covering some of the
content, cold weather charging, the very

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early stages of DC fast charging and kind
of grew from there.

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So eventually hooked up with a guy called
Eric Way out on the West Coast in

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who's even older OG Bolt owner than myself
and Walter joined us as well for what we

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now have as a fortnightly podcast on EV
charging and electric vehicle

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infrastructure called Coast to Coast EVs.

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So that's about where we are today.

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Yeah.

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I just want to say thank you both for
being on.

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I know Eric couldn't make it today, but
we're helping to have him on a future

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episode as well.

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And definitely recommend anyone who loves
our content on grid connections.

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I think, the show that you guys do
perfectly aligns with kind of a lot of the

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similar topics and really appreciate just
kind of getting some of the context and

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some of the, definitely, I don't want to
say microcosms, but definitely some of the

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other areas that you guys really do focus
on that.

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personally, I just don't think get enough
attention.

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So I've always been a big fan of the show.

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but with that, I know one of the things
that we kind of wanted to probably kick it

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off with is just, I think there's, it's
really been the theme probably for the

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last six months, maybe even more, news
around kind of a pullback in the EV space

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and EV charging.

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And I think, some of that's finally
starting to change where people are

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realizing that it's more media headlines
and hype than reality.

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Maybe if anything short -term struggles
for a few players in the space, but

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everything is still kind of going in the
right direction.

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So with that, I would kind of just love to
kind of kick that off and just get your

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own thoughts about any areas that either
of you are seeing, maybe, maybe some

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slowdown, but the areas that you still
remain optimistic for growth and electric

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vehicles in the space overall.

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Nobody really told folks in my area that
there was a slowdown because I see more

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and more diverse range of EVs every day.

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Even Walter drives a Cadillac Lyric, as
I'm sure I'll get onto.

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I'm seeing a lot more of those nowadays.

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So there's just the diversity locally.

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I'm just here north of Boston in
Massachusetts.

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So obviously have that, you know, coastal,
slightly friendly EV state perhaps than

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some of the others where people will focus
the negativity.

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But I think if you look at the numbers
and...

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the general trends, although you can
always pick out some individual month to

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month or year to year stats that kind of
show an issue, not least, you know, Tesla

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at the moment at the start of the year in
Q1 is the one that's kind of down a little

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bit, but then you look to your Ford and
Ikea, even GM kind of potentially coming

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up with some of their new models.

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It really, it starts to put the light to
that kind of EV sales are a lot of people

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try to make out dropping, but really it's
kind of a slowdown in growth, which is

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kind of natural when you consider you're
going from that early adopter

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where nobody had an EV to that kind of
slightly more mature market where the

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growth is inevitably going to slow but it
isn't cratering, it's not stopping, this

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is just kind of another little blip on the
way to wider EV adoption.

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Yeah, I think that sums it up pretty well.

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I don't know if there was anything else
Walter you wanted to add to that or any

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other things that maybe you've seen.

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My personal opinion is we have the
economics.

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On our side, fleet owners are adopting
electric vehicles not because they're

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trying to save the planet, they're trying
to improve their balance sheets.

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And when economics makes sense, there's
the phrase, no army can withstand the

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force of an idea whose time has come.

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And I think it's becoming clearer and
clearer that the economics around EVs just

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makes sense for fleet owners and also
household budgets.

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And when

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that's the case when you can improve the
quality of life and also decrease the

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expenditures for cost for transportation
in the same swoop.

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It's very difficult to say that there's
going to be a decrease in sales.

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In fact, I don't know anyone who has a
forecast for EV sales that is predicting a

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downturn.

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There's two notable ones, Bloomberg and
Coxville Automotive just in the past, I

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think, month have both forecasted
increased growth for EVs.

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And they're either one of those are
environmentally centric outlets.

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They're very pragmatic.

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Just today I was watching the Autoline
Daily and there was a report about Toyota,

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which makes arguably the worst EV in the
market.

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And there's some question if they're
trying to torpedo their own.

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initiatives or whatever but the BZ -4X,
the RZ Lexus and the Subaru Soltera

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combined year -to -date are 17 ,000 units
and for the producer of perhaps the worst

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EV those are pretty solid numbers you know
back five years ago 17 ,000 units year -to

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-date to June 1st would have been
something to celebrate and now these are

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just kind of like meh numbers.

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So I think the demand is there and as I
said fleet owners are proceeding as if

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this whole

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of lack of ED demand doesn't exist.

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Ride share owner operators are very heavy
into EVs and so I think when the economics

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make sense there's really no stopping it.

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Yeah, I think you just brought up a lot of
great points on that one kind of

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conversation right there, Walter.

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w what's really fascinating is you, you
quoted, not just Bloomberg, but also Cox

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automotive.

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And, I actually used to do some work with
auto line daily.

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And one of the things we used to talk with
are some of the people there at, both Cox

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and, Bloomberg.

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And what was so funny was you just wind
the clock back maybe two or let alone like

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three years ago.

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And the numbers that they had for EV
growth was like super, I guess you could

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just say pessimistic.

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And it seems like every quarter, a lot of
these groups, even with maybe they've

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changed it a little bit, but it's like
every year.

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And then you look at it quarterly, that
number that they're predicting the future

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growth to be has actually increased.

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It's like, you go back a few years, like,
we see this maybe being 20%.

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And now you go like two years back and
like, well, maybe we see it being 30%.

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Like, well, yeah, probably by 2030, it's
going to be 40%.

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And so there's kind of this, bizarre,
hindsight is 2020 obviously, but it is

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just really interesting to show that, a
lot of the people that I think have kind

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of pushed back on the narrative and said
that there isn't a need, even the more

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conservative outlier, can outlets out
there or have been slowly revamping their

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long -term numbers in a positive
direction.

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And even though sometimes we'll be seeing
the headlines from them, like, does this

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quarter sales mean that this trend is
reversing?

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It really is all around the idea that the
short -term noise doesn't really align

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with what we're seeing as kind of, excuse
me, as a long -term signal, in the space

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between buyers and, interest in electric
vehicles.

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You're going to add something Walter.

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a single prediction out there indicating a
decrease in EV growth that I know of.

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There might be one out there, but I have
not seen it.

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And I try to be objective in the outlets
that I review, but it's going to increase.

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The only question is at what measure.

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And that's really the art.

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No, and I think that's a great clarifying
point because for a lot of them, I think

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what we have seen is.

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And this is I've seen misreported where
maybe some of these outlets have revised

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what they think their growth number is
going to be a year over year.

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So maybe they were saying it was going to
be 45 % and then they say 40 % and it's

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still growth, but then it gets misreported
as, it looks like you've, these are losing

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momentum and stuff like that.

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And even then I've already seen between,
like January.

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a similar thing.

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I I'm trying to remember the outlet, but
they said, it's going to go down to 30%.

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And they had been, previously saying it
was going to be 40 to 50 % growth.

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And now they're back up to like 40%.

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And I think, there's just so much, just
these kind of short -term blips that keep

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popping up the news, whether it's some of
the, I guess I could say fear -mongering,

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winter charging and the experience that
we're seeing, even in Chicago and a couple

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areas this past winter.

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And that just kind of gets all the noise.

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And then people try to put that in these
models based on short -term data and

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really start throwing off these numbers.

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But I completely agree with you, Walter,
when you start looking at it longer term

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and actually going to usually the actual
new source and people doing these reports,

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the numbers are pretty convincing that
what has started is just going to

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continue.

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Worth remembering as well that these are
numbers that are without some of the major

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players, right?

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So, you know, Walter mentioned Toyota in
their kind of lackluster approach to EVs.

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You've got, you know, GM, which has only
really been in with the Bolt EV, which

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obviously left, but, you know, is coming
back with a bunch of others that are at

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that affordable stage of the market.

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You've got Honda coming in with the
Prologue.

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A lot of Stellantis brands, you know, you
could list off another 10, 5, 10

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manufacturers that haven't really been in
the game yet.

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So even just by introducing them and
adding...

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10, 20, 30 ,000.

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units to the the cells then you start to
rack up even if we just kind of sell the

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same number of the previous the Tesla or
even a few a few less then you start to

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get all these other manufacturers piling
in and the numbers are just going to go up

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and up by virtue of loyalists people who
treat the vehicle like an appliance

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because it's a to be soccer run groceries
that kind of thing they just need

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something to get from you know one place
to another and those models do the job for

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them so while we as EV purists might say
peak charging is awful takes an

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hour to go from zero to 50%, whatever it
is.

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They don't care.

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They're probably not gonna fast charge it.

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It's for the grocery run, it's for local
duty, all these kinds of things that we

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take for daily use just for granted.

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And EV does the job.

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So there's a big, big soft middle there to
just pile into and sell vehicles to people

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who aren't on one end or the other of the
spectrum.

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They're just there waiting for it to be
the right price.

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the right range, whatever it takes for
their use case, they're not pro or anti

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-EV, they just need it to be the right
vehicle or the right manufacturer.

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I think that's a great point too.

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And one of the things that I don't think
has been fully appreciated.

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I think a lot of the conversation does
kind of go around the early adopter

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mentality, but with exactly what you're
saying, not only just more options from

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different brands, but more options at more
price points.

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There's a lot of families that I've
probably been interested or just haven't

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00:13:21,811 --> 00:13:27,111
had EVs on their radar because it just
hasn't been in their price point.

221
00:13:27,691 --> 00:13:30,799
But I think everyone thinks about the
early adopter.

222
00:13:30,799 --> 00:13:35,319
And with so many people, really what is a
big starting point is replacing the second

223
00:13:35,319 --> 00:13:36,379
car they have.

224
00:13:36,379 --> 00:13:41,439
If they can replace that second car with
an around town EV and they start driving

225
00:13:41,439 --> 00:13:44,999
that, they kind of start to realize a lot
of the perks and realize how useful that

226
00:13:44,999 --> 00:13:47,159
that can be for their primary car.

227
00:13:47,159 --> 00:13:50,259
And so maybe when they go to replace that
next time, and then that's where you kind

228
00:13:50,259 --> 00:13:52,319
of see that snowball effect in the growth.

229
00:13:52,319 --> 00:13:54,119
So, I completely agree with you.

230
00:13:54,119 --> 00:13:58,779
I think having more people come to the
space with more EVs is really just going

231
00:13:58,779 --> 00:14:00,799
to accelerate what we're already seeing.

232
00:14:00,879 --> 00:14:06,279
And, the biggest thing has always just
been like, once one person gets one on the

233
00:14:06,279 --> 00:14:10,059
block, then other people start telling,
okay, if Joe can do it, then maybe these

234
00:14:10,059 --> 00:14:11,119
things are practical.

235
00:14:11,119 --> 00:14:14,819
And once again, it's just like, you have
to have that daily exposure.

236
00:14:14,819 --> 00:14:19,399
And I would kind of be curious for both of
you guys, what do you think, is there a

237
00:14:19,399 --> 00:14:24,999
way that traditional auto OEMs could be
doing a better job of getting that

238
00:14:24,999 --> 00:14:25,379
exposure?

239
00:14:25,379 --> 00:14:28,879
Because I really do think it is that, that
it, there is that element of just kind of,

240
00:14:28,879 --> 00:14:30,191
as they say, getting,

241
00:14:30,191 --> 00:14:36,331
butts and seats and doing test drives and
maybe not even a test drive, but almost a

242
00:14:37,071 --> 00:14:40,471
extended test drive where you have it for
a few days to a week.

243
00:14:40,471 --> 00:14:45,851
Because I will say I did have a, I don't
want to name any names, but I had a very

244
00:14:45,851 --> 00:14:49,791
subpar experience from a traditional OEM
dealership recently.

245
00:14:49,791 --> 00:14:55,691
The salespeople were great, but the
interest, clearly their own personal

246
00:14:55,691 --> 00:14:58,799
interest in EVs, let alone knowledge base
of it.

247
00:14:58,799 --> 00:15:04,579
just made it clear that they wanted to
sell the other version that wasn't an EV.

248
00:15:04,579 --> 00:15:09,859
And I'm kind of curious if there's been
any exposure or experiences you guys have

249
00:15:09,859 --> 00:15:13,839
had that kind of helped maybe counteract
that or things that you think auto OEM

250
00:15:13,839 --> 00:15:18,179
should be doing more to change that
perception buying experience for the

251
00:15:18,179 --> 00:15:19,327
average consumer.

252
00:15:21,938 --> 00:15:27,638
I think the experience in general is
twofold.

253
00:15:27,638 --> 00:15:32,238
It obviously requires the salesperson and
the dealership to have some interest in

254
00:15:32,238 --> 00:15:33,298
selling them in the first place.

255
00:15:33,298 --> 00:15:36,778
I mean, they may get an allocation, but if
they're not charged, they're sitting

256
00:15:36,778 --> 00:15:41,438
around the back of the lot, nobody knows
how to get in the vehicle and show you the

257
00:15:41,438 --> 00:15:46,698
ins and outs of things like regenerative
braking, let you know the accelerator is

258
00:15:46,698 --> 00:15:48,498
going to push you forward pretty quickly.

259
00:15:48,498 --> 00:15:51,778
That kind of the ins and outs of electric
vehicles,

260
00:15:51,844 --> 00:15:56,884
that need to be something that they start
to at least put on the table rather than

261
00:15:56,884 --> 00:15:59,864
immediately starting with, you know, the
charging issues, the things that you can't

262
00:15:59,864 --> 00:16:00,394
do with it.

263
00:16:00,394 --> 00:16:04,584
So the dealership attitude is certainly
something right from the off.

264
00:16:04,784 --> 00:16:09,444
And then I think there's some of the more
forward thinking OEMs are starting to

265
00:16:09,444 --> 00:16:13,864
experiment with rentals, you know, short
term rentals at certain dealership or

266
00:16:13,864 --> 00:16:18,104
shorter leases, low mileage leases for
exactly that kind of user that you're

267
00:16:18,104 --> 00:16:21,284
talking about, the one with the second car
who maybe doesn't need to worry about it

268
00:16:21,284 --> 00:16:22,080
for the long.

269
00:16:22,080 --> 00:16:23,420
that kind of thing.

270
00:16:23,480 --> 00:16:27,210
So it's a way of getting, you know, as we
always say, these ride and drive events,

271
00:16:27,210 --> 00:16:32,440
bumps and seeds, get them experiencing it
in a very low risk, low kind of commitment

272
00:16:32,440 --> 00:16:33,180
way.

273
00:16:33,180 --> 00:16:34,322
So the,

274
00:16:34,322 --> 00:16:39,602
They can get into the feeling of an EV,
how easy it is potentially to plug in at

275
00:16:39,602 --> 00:16:45,842
home, to do their weekly mileage with an
electric drivetrain, but still have the

276
00:16:45,842 --> 00:16:48,622
knowledge that they can get out of the
lease if they want to.

277
00:16:48,622 --> 00:16:51,962
They just need to get over that hump
initially of, will it work for me, as you

278
00:16:51,962 --> 00:16:56,562
say, and if you can start to give them
options that are very short, low mileage,

279
00:16:56,562 --> 00:16:59,672
not too high cost, and affordable models
that suit their needs.

280
00:16:59,672 --> 00:17:02,082
I think you're already halfway there.

281
00:17:06,033 --> 00:17:12,053
Yeah, and I would like to add the
advantage that we're facing in 2024 for

282
00:17:12,053 --> 00:17:12,743
what you're describing.

283
00:17:12,743 --> 00:17:16,393
And I'm kind of curious, Chase, where do
you, like, where did you have that

284
00:17:16,393 --> 00:17:16,973
experience?

285
00:17:16,973 --> 00:17:18,713
What part of the country?

286
00:17:18,735 --> 00:17:22,655
West a small city along I5 on the west
coast.

287
00:17:22,655 --> 00:17:24,225
I'll leave it at that.

288
00:17:24,225 --> 00:17:24,869
Yeah

289
00:17:24,869 --> 00:17:25,139
strange.

290
00:17:25,139 --> 00:17:26,809
You would have thought that you'd be the
option would have been high enough there

291
00:17:26,809 --> 00:17:29,959
that the interest would have been
different.

292
00:17:29,959 --> 00:17:32,729
I just perceived it differently out there.

293
00:17:32,831 --> 00:17:38,911
it is definitely a smaller, very
beautiful, more rural city, but I think it

294
00:17:38,911 --> 00:17:44,791
was, I don't want to say eye opening or
surprising, but it was really interesting

295
00:17:44,791 --> 00:17:51,621
to hear and see the, the actual sales
experience and positioning of the EV.

296
00:17:52,111 --> 00:17:54,851
and I mean, they first just came out like,
well, why would you get it?

297
00:17:54,851 --> 00:17:55,931
Can't tell anything.

298
00:17:55,931 --> 00:18:00,655
And, I, one, I didn't really try to push
back.

299
00:18:00,655 --> 00:18:03,395
I just wanted to see what they kind of
came at me with and what, what they

300
00:18:03,395 --> 00:18:04,555
started saying.

301
00:18:05,145 --> 00:18:08,515
and it just was really interesting where
they started with.

302
00:18:08,515 --> 00:18:11,855
And like when I even started to push back,
they're just like, why don't you just get

303
00:18:11,855 --> 00:18:12,635
the gas version?

304
00:18:12,635 --> 00:18:14,935
And it, I don't know.

305
00:18:14,935 --> 00:18:20,855
I'm, still cautiously optimistic, but I do
think that that is a big challenge.

306
00:18:21,575 --> 00:18:26,615
even if you're still seeing that from
dealerships, I don't know if this, I know

307
00:18:26,615 --> 00:18:29,135
some of these, OEMs are.

308
00:18:29,135 --> 00:18:34,515
trying to make certain dealerships more EV
focused or EV partners, if you will, with

309
00:18:34,515 --> 00:18:35,915
their brand than others.

310
00:18:35,915 --> 00:18:42,095
And I'm not sure if this one was one,
probably not for multiple reasons, but

311
00:18:42,095 --> 00:18:46,275
even then I would say the sales experience
compared to some of the other dealerships

312
00:18:46,275 --> 00:18:49,795
I experienced as I've had in the past was
overall positive.

313
00:18:49,795 --> 00:18:51,085
The person was nice.

314
00:18:51,085 --> 00:18:57,115
They weren't too pushy, but it was just
clear that they had no interest in the EV

315
00:18:57,115 --> 00:18:58,335
side of stuff.

316
00:18:58,383 --> 00:19:03,443
And it was unfortunate to kind of be
reminded of this.

317
00:19:03,883 --> 00:19:05,983
and it's kind of the first time I'd seen
this in a while.

318
00:19:06,213 --> 00:19:12,823
once again, maybe it is the outlier, but,
it just was one of those things that I

319
00:19:12,823 --> 00:19:14,442
think still a pretty big challenge.

320
00:19:14,442 --> 00:19:19,523
And if we're seeing this on the West coast
and I think it's going to be just

321
00:19:19,523 --> 00:19:24,943
something nationally that, and I think
obviously, from a country standpoint,

322
00:19:24,943 --> 00:19:25,967
we're probably.

323
00:19:25,967 --> 00:19:29,387
looking at, like you look at Europe and
abroad, I don't think it's nearly as big

324
00:19:29,387 --> 00:19:29,767
an issue.

325
00:19:29,767 --> 00:19:34,247
And I think some of that may be the truck
culture and other things, but, it was just

326
00:19:34,247 --> 00:19:38,987
really fascinating to me that they just
had no interest in it pretty quickly or

327
00:19:38,987 --> 00:19:40,727
like, yeah, it's a cool toy.

328
00:19:41,107 --> 00:19:44,647
and they were trying to reposition the
conversation pretty quickly to a different

329
00:19:44,647 --> 00:19:45,571
product.

330
00:19:45,649 --> 00:19:46,849
That is interesting.

331
00:19:46,849 --> 00:19:50,909
I went on a road trip into coal country,
which is Eastern Kentucky and West

332
00:19:50,909 --> 00:19:51,769
Virginia.

333
00:19:51,769 --> 00:19:55,589
And I did stop at a dealership because
it's one of the few places that had a

334
00:19:55,589 --> 00:19:56,899
level two charger anywhere.

335
00:19:56,899 --> 00:19:58,419
There's like no chargers whatsoever.

336
00:19:58,419 --> 00:20:00,269
And so I tried to use it, but it was
broken.

337
00:20:00,269 --> 00:20:04,329
I went in and I was talking to them and it
was obvious there was a palatable light,

338
00:20:04,329 --> 00:20:07,449
you know, please take your EV and go
somewhere else mentality.

339
00:20:07,449 --> 00:20:10,429
But that's coal country, which is a little
bit different.

340
00:20:10,429 --> 00:20:12,049
I would have thought in the West Coast.

341
00:20:12,049 --> 00:20:15,603
But in 2024, one thing we have going for
us is as

342
00:20:15,603 --> 00:20:20,343
A salesperson is walking a floor knowing
they've got the $7 ,500 tax credit in

343
00:20:20,343 --> 00:20:24,293
their pocket where they could show someone
a sticker price, let them sit in the car,

344
00:20:24,293 --> 00:20:30,023
and then hit them with a $7 ,500 discount
is a pretty powerful sales tool in the

345
00:20:30,023 --> 00:20:30,543
tool chest.

346
00:20:30,543 --> 00:20:34,123
And I would think, you know, just for pure
sick.

347
00:20:34,419 --> 00:20:35,519
I don't think it is.

348
00:20:35,519 --> 00:20:38,199
I think they look at it as, or at least
this is my experience.

349
00:20:38,199 --> 00:20:40,569
And I've kind of wondered if this would be
the case.

350
00:20:41,119 --> 00:20:46,299
they look at it as just one more hurdle to
try and kind of have the conversation

351
00:20:46,299 --> 00:20:49,019
like, okay, now I have to talk to about
charging now have to talk about even

352
00:20:49,019 --> 00:20:52,149
incentives if they qualify or if they do
leasing or all this stuff.

353
00:20:52,149 --> 00:20:56,179
To me, it just became clear, like, this is
just making the sales process more

354
00:20:56,179 --> 00:20:57,910
complicated, good or bad.

355
00:20:57,910 --> 00:20:59,483
you're that way.

356
00:20:59,483 --> 00:21:01,023
totally agree with what you're saying,
Walter.

357
00:21:01,023 --> 00:21:06,463
It should be looked at as actually, an
advantage, but it was just really

358
00:21:06,463 --> 00:21:07,661
interesting experience.

359
00:21:07,661 --> 00:21:09,021
and I was looking at the sticker.

360
00:21:09,021 --> 00:21:11,081
I'm like, all right, here's how the script
is going to go.

361
00:21:11,081 --> 00:21:13,541
They'll sit down, they'll look at the
sticker, they'll sit down and then I'll

362
00:21:13,541 --> 00:21:16,501
say, well, you get $70 ,000 and then go to
paperwork.

363
00:21:16,501 --> 00:21:21,181
It'd be something that you have in the EV
that you don't have in the other cars.

364
00:21:22,226 --> 00:21:26,326
I think it's worth contrasting as well
with, you know, there is not a small

365
00:21:26,326 --> 00:21:31,606
gorilla in the room with Tesla's method of
delivery and looking at direct sales.

366
00:21:31,606 --> 00:21:33,486
Obviously that's limited in some places.

367
00:21:33,486 --> 00:21:37,366
They are headquartered in Texas, but can't
even sell that directly, you know, but

368
00:21:37,366 --> 00:21:43,936
there are more and more of these coming up
with your Lucid, Rivian, Polestar even.

369
00:21:43,936 --> 00:21:48,226
If you start to go to some of these
spaces, I think you feel it's a different

370
00:21:48,226 --> 00:21:52,680
environment in which to consider an
electric vehicle.

371
00:21:52,812 --> 00:21:57,952
to some extent with the dealerships you're
at the mercy of exactly what you say

372
00:21:57,952 --> 00:22:02,632
Chase, it's the individual in charge or
the salesperson who's managing the team

373
00:22:02,632 --> 00:22:04,062
interested in electric vehicles.

374
00:22:04,062 --> 00:22:06,442
If they are, you get some very, very good
dealerships.

375
00:22:06,442 --> 00:22:10,212
There are some great places who have
really tried to make initiatives with

376
00:22:10,212 --> 00:22:16,092
charging parks, cafes were next to the
charges that they serve during the day, EV

377
00:22:16,092 --> 00:22:19,632
own the events, a lot of different
initiatives that just fall under the

378
00:22:19,632 --> 00:22:21,592
bucket of marketing the vehicles.

379
00:22:21,892 --> 00:22:22,036
But if you're

380
00:22:22,036 --> 00:22:26,556
If you find a dealership that is of the
mindset they're being forced to sell these

381
00:22:26,556 --> 00:22:30,055
things, I think that's where it switches
into exactly what you're talking about.

382
00:22:30,055 --> 00:22:33,536
The incentive is just another piece of
paperwork to do.

383
00:22:33,536 --> 00:22:36,516
They have to explain a different form of
fuelling.

384
00:22:36,516 --> 00:22:38,436
It's more work than it's worth.

385
00:22:38,436 --> 00:22:42,736
But they've got the sword of Damocles
hanging over them that is, if that starts

386
00:22:42,736 --> 00:22:48,576
to really get close, then they have direct
sales, EVO only makers, and a lot of other

387
00:22:48,576 --> 00:22:52,348
competitive threats that it would be
better to start at least

388
00:22:52,348 --> 00:22:56,748
for and figure out how to sell these
things now before it's critical time.

389
00:22:56,748 --> 00:23:01,708
Otherwise, further down the line, it's
going to be a long, big hill to climb to

390
00:23:01,708 --> 00:23:04,608
get back to just even status quo.

391
00:23:04,719 --> 00:23:05,079
For sure.

392
00:23:05,079 --> 00:23:07,939
And there definitely are some other
charging topics I want to talk to you guys

393
00:23:07,939 --> 00:23:11,619
about, but, just, it kind of reminded me
of this recent experience.

394
00:23:11,619 --> 00:23:17,779
And, I, I was surprised by, I kind of
figured it would come up, but I didn't

395
00:23:17,779 --> 00:23:19,779
expect it to come up so quickly.

396
00:23:19,779 --> 00:23:24,699
And, with multiple salespeople, they were
just like, they were, they were all

397
00:23:24,699 --> 00:23:26,039
actually really nice.

398
00:23:26,619 --> 00:23:28,759
but they're just like, why would you waste
your time with those things?

399
00:23:28,759 --> 00:23:29,679
Those are toys.

400
00:23:29,679 --> 00:23:32,953
Let's, and then they showed the other
trucks and all this other.

401
00:23:33,583 --> 00:23:34,503
vehicles they have.

402
00:23:34,503 --> 00:23:37,543
And when I asked him about the discount,
they're like, well, that one doesn't

403
00:23:37,543 --> 00:23:37,913
count.

404
00:23:37,913 --> 00:23:39,123
And this one does.

405
00:23:39,123 --> 00:23:44,123
And it's so hard to keep track of which
one qualifies for what, which I kind of

406
00:23:44,123 --> 00:23:49,183
also get, but, isn't doing many favors and
moving EVs.

407
00:23:49,183 --> 00:23:53,783
And the thing I wanted to ask you to see
is cause you have the ionic five right

408
00:23:53,783 --> 00:23:54,783
now.

409
00:23:54,783 --> 00:23:59,903
You look at Hyundai and Kia, they are
brands that were growing, but seem to have

410
00:23:59,903 --> 00:24:01,921
really taken a large.

411
00:24:01,967 --> 00:24:08,727
a spike in growth with their electric
vehicle, approach in product and sales.

412
00:24:08,727 --> 00:24:12,607
And so I kind of am curious with your
experience, was it much more, they were

413
00:24:12,607 --> 00:24:17,407
more open to it because they, you really
weren't competing against another vehicle

414
00:24:17,407 --> 00:24:19,047
that they offer.

415
00:24:19,047 --> 00:24:22,267
Whereas I think in my experience, they're
like, well, we got the diesel version, we

416
00:24:22,267 --> 00:24:25,747
got the gas version and that electric
thing, who knows, whatever.

417
00:24:25,747 --> 00:24:30,607
And I feel like that almost was kind of
causing some internal confusion and like,

418
00:24:30,607 --> 00:24:35,427
combativeness against the models versus
maybe I just be a little real quickly here

419
00:24:35,427 --> 00:24:39,623
your experience of it was much more
different or much different.

420
00:24:39,826 --> 00:24:43,426
It would have been perhaps interesting if
I was shopping the Kona because that has a

421
00:24:43,426 --> 00:24:46,578
direct, you know, plug -in hybrid and a...

422
00:24:46,578 --> 00:24:49,718
pure gas version, but shopping the IONIQ
5.

423
00:24:49,718 --> 00:24:55,358
I think Hyundai corporately and Kia as
well have put a big push behind them to

424
00:24:55,358 --> 00:24:58,678
let people, the dealerships know that they
want to sell these and they've created

425
00:24:58,678 --> 00:25:01,198
products that are mostly unique.

426
00:25:01,198 --> 00:25:06,758
I haven't noticed any particularly
positive dealership stories with Hyundai

427
00:25:06,758 --> 00:25:10,918
or Kia to be honest, more so with Hyundai
on the ownership boards, but they

428
00:25:10,918 --> 00:25:15,518
generally seem to be the weakest link of
the sales process, but they haven't also

429
00:25:15,518 --> 00:25:16,964
had very many horrors to

430
00:25:16,964 --> 00:25:21,024
than the initial markups and what you get
with every EV pretty much when it's in

431
00:25:21,024 --> 00:25:22,344
limited supply.

432
00:25:22,344 --> 00:25:27,364
But I haven't seen the dealerships as
either a big plus in trying to sell them

433
00:25:27,364 --> 00:25:30,957
or an impediment in trying to steer me
away to anything else.

434
00:25:31,183 --> 00:25:31,693
Yeah.

435
00:25:31,693 --> 00:25:36,903
And Walter, I know, with your experience,
was it mostly when you were, you kind of

436
00:25:36,903 --> 00:25:40,443
ordered it, reserved it online, and then
essentially took delivery of it at the

437
00:25:40,443 --> 00:25:45,123
dealership or did you have more,
engagement with taking delivery of your

438
00:25:45,123 --> 00:25:46,533
car at the dealership?

439
00:25:46,533 --> 00:25:48,053
of those, no.

440
00:25:48,053 --> 00:25:52,153
Really my wife and my household makes most
of the purchasing decisions for large

441
00:25:52,153 --> 00:25:54,663
ticket items like that and she wanted a
Tesla Model 3.

442
00:25:54,663 --> 00:25:56,053
She got herself one.

443
00:25:56,053 --> 00:26:00,673
I was driving it around for a while and
slowly I started to be like, well what's

444
00:26:00,673 --> 00:26:02,253
this electric car thing like?

445
00:26:02,253 --> 00:26:05,963
You know, we had the charger installed in
the garage and she was enjoying it.

446
00:26:05,963 --> 00:26:07,413
You know, it looked like a nice car.

447
00:26:07,413 --> 00:26:11,673
You know, you hear about Teslas, it's like
a sexy new toy as you say.

448
00:26:11,673 --> 00:26:14,793
And ooh, I want to try, you know, put on
my Ray -Bans and go cruise around in the

449
00:26:14,793 --> 00:26:15,813
Tesla.

450
00:26:16,099 --> 00:26:19,079
Slowly though, I started to realize this
thing don't break down.

451
00:26:19,079 --> 00:26:23,379
It has no oil changes and it's more
reliable.

452
00:26:23,839 --> 00:26:26,139
We got a nice tax break.

453
00:26:26,319 --> 00:26:30,299
This was 2019, I forgot what the tax code
was back then, but we got a nice tax

454
00:26:30,299 --> 00:26:31,259
break.

455
00:26:31,899 --> 00:26:35,759
We had to change the tires once and fill
it with windshield washer fluid, but that

456
00:26:35,759 --> 00:26:37,018
was about it.

457
00:26:37,759 --> 00:26:46,002
After that, the next car we added, we put
in a Volvo XC40 Recharge, which is kind

458
00:26:46,002 --> 00:26:47,849
like a...

459
00:26:47,985 --> 00:26:52,465
crossover SUV, I think is a way of
describing it, a little mid -size SUV.

460
00:26:52,665 --> 00:26:58,815
And so we had the Model 3 and the Volvo
XC40 Recharge, as well as a Hyundai Ioniq,

461
00:26:58,815 --> 00:27:04,345
not an Ioniq 5, just the hybrid Ioniq,
which was what my son was using prior to

462
00:27:04,345 --> 00:27:05,645
going to college.

463
00:27:05,665 --> 00:27:10,885
We sold that and we also got a Cadillac
Lyric trading in the Tesla Model 3.

464
00:27:10,885 --> 00:27:12,625
The Model 3 is kind of a low car.

465
00:27:12,625 --> 00:27:15,485
I don't know if anyone's been in it and
driven it as a daily driver.

466
00:27:15,485 --> 00:27:16,375
It's kind of a low car.

467
00:27:16,375 --> 00:27:17,891
Me and my wife are both in our 50s.

468
00:27:17,891 --> 00:27:22,371
So we're like, eh, so when you sit in a
Cadillac, it's a super comfortable cream

469
00:27:22,371 --> 00:27:22,771
puff.

470
00:27:22,771 --> 00:27:29,631
So we traded in three for a Lyric and got
a, again, a big tax discount.

471
00:27:30,451 --> 00:27:32,021
And it wasn't horribly expensive.

472
00:27:32,021 --> 00:27:37,091
It wasn't like a Tesla Model X, but it's
in the same sort of class, I would say, as

473
00:27:37,091 --> 00:27:37,751
a Model X.

474
00:27:37,751 --> 00:27:43,451
It's kind of a luxury large SUV, not a
three row SUV, but it's a large SUV.

475
00:27:43,911 --> 00:27:45,998
And...

476
00:27:46,097 --> 00:27:47,877
Again, no breakdowns.

477
00:27:47,877 --> 00:27:49,257
You don't do anything to them.

478
00:27:49,257 --> 00:27:51,277
It's like a dream come true.

479
00:27:51,277 --> 00:27:55,417
It's like the most reliable Mercedes from
the 90s on steroids.

480
00:27:55,417 --> 00:27:58,097
That's just ridiculously reliable.

481
00:27:58,097 --> 00:27:59,377
You can charge it in your garage.

482
00:27:59,377 --> 00:28:01,377
I don't go to gas stations anymore.

483
00:28:01,877 --> 00:28:08,257
And really that was what has been the
evolution for me, being utterly convinced

484
00:28:08,257 --> 00:28:11,497
that not only is it...

485
00:28:11,569 --> 00:28:18,089
Beneficial personally, from a national
standpoint, sourcing the fuel for the

486
00:28:18,089 --> 00:28:22,789
transportation from domestically produced
energy is strategically in the best

487
00:28:22,789 --> 00:28:23,579
interest of the country.

488
00:28:23,579 --> 00:28:27,529
I think that's one of the reasons why
China is so ferociously starting to adopt

489
00:28:27,529 --> 00:28:31,969
EVs and encouraging them just because they
could be energy independent.

490
00:28:32,338 --> 00:28:36,338
interesting you mentioned that trip to
coal country because if anything you know

491
00:28:36,338 --> 00:28:40,918
the generating electricity from coal could
actually you know save some of these areas

492
00:28:40,918 --> 00:28:45,518
because you could actually have a coal
powered EV at that point but that is a

493
00:28:45,518 --> 00:28:49,905
meme and a trope that is pretty much dying
out as far as coal production goes now.

494
00:28:49,905 --> 00:28:51,625
Yeah, my house is nuclear.

495
00:28:51,625 --> 00:28:54,985
I don't know if that's good or bad, but it
is what it is.

496
00:28:56,667 --> 00:29:00,007
yeah, being on the West coast, we have a
lot of hydro and that has its own pros and

497
00:29:00,007 --> 00:29:00,887
cons.

498
00:29:01,507 --> 00:29:02,547
Yeah, that's kind of interesting.

499
00:29:02,547 --> 00:29:05,347
You talk about your trip through cool
country because I've drawn, I drive

500
00:29:05,347 --> 00:29:10,047
through, I've done a lot of road trips
through Wyoming and, there it's kind of

501
00:29:10,047 --> 00:29:16,587
the same deal where large coal mines and,
the actual coal facilities.

502
00:29:16,587 --> 00:29:21,007
And there's definitely, I don't know.

503
00:29:21,007 --> 00:29:23,105
I w I was kind of surprised.

504
00:29:23,151 --> 00:29:27,271
how they didn't really cast off EVs in my
experience with meeting people there.

505
00:29:27,271 --> 00:29:30,011
I didn't go to any of the dealerships,
maybe that'd be different, but it

506
00:29:30,011 --> 00:29:34,791
definitely did seem to be kind of more of
an openness and interest in it than I had

507
00:29:34,791 --> 00:29:35,611
been expecting.

508
00:29:35,611 --> 00:29:40,171
I think that's almost why I was so
surprised of my recent dealership

509
00:29:40,171 --> 00:29:40,531
experience.

510
00:29:40,531 --> 00:29:45,611
Not being like negative per se, but not
just being open to like, okay, this is a

511
00:29:45,611 --> 00:29:46,771
buyer that's interested in it.

512
00:29:46,771 --> 00:29:51,171
Why don't I just move forward and make
this happen instead of trying to go down a

513
00:29:51,171 --> 00:29:51,741
different path.

514
00:29:51,741 --> 00:29:52,603
But.

515
00:29:52,779 --> 00:29:55,089
with that, one of the, let's, let's change
topics a little bit.

516
00:29:55,089 --> 00:29:57,879
I guess go to the actual charging side of
stuff.

517
00:29:57,879 --> 00:30:02,179
And I know, it's, it was really
interesting on our last conversation

518
00:30:02,179 --> 00:30:05,859
talking with you guys about your
experience with kind of DC fast charging

519
00:30:05,859 --> 00:30:10,119
on the East coast versus kind of what
being really in the center of Oregon.

520
00:30:10,119 --> 00:30:17,419
So kind of in a pretty rural area, just
the, evolution and the addition of EV

521
00:30:17,419 --> 00:30:19,327
public EV chargers.

522
00:30:19,727 --> 00:30:21,687
There was a large announcement.

523
00:30:21,687 --> 00:30:24,707
I know it seems like you've been following
it pretty closely, Walter and Steve about

524
00:30:24,707 --> 00:30:30,787
kind of flying Jay and some of the stuff
with, GM and their, I believe, EV go kind

525
00:30:30,787 --> 00:30:33,217
of have like a partnership for rolling
out.

526
00:30:33,217 --> 00:30:37,207
And it seems like they've kind of cut that
back from everything I can see here in

527
00:30:37,207 --> 00:30:39,267
Oregon, unfortunately.

528
00:30:39,577 --> 00:30:44,727
but I, I'm just kind of curious if you
guys have seen any new developments or,

529
00:30:44,727 --> 00:30:47,887
and I know kind of the other big thing
that happened a few months ago or.

530
00:30:47,887 --> 00:30:50,587
Probably not even that long a couple of
months ago was the big kind of

531
00:30:50,587 --> 00:30:54,227
announcements from Tesla kind of pulling
back on their charging team a bit, but

532
00:30:54,227 --> 00:30:58,827
kind of just curious to hear regionally
what your experience has been lately.

533
00:30:59,147 --> 00:31:05,027
just cause I had to use a public charger
the other day and, it's a CPO I've,

534
00:31:06,267 --> 00:31:10,817
charging provider that I consistently have
been underwhelmed with.

535
00:31:10,817 --> 00:31:13,687
And I just, fortunately I didn't need a
charge.

536
00:31:14,547 --> 00:31:17,659
but I decided, you know what, this is a
pretty.

537
00:31:18,479 --> 00:31:19,939
Heavily invested one.

538
00:31:19,939 --> 00:31:25,239
this it's not, I actually have no problem
saying it's EVCS and it's essentially part

539
00:31:25,239 --> 00:31:27,689
of the West coast electric highway
program.

540
00:31:27,689 --> 00:31:32,239
So they put a bunch of them all up and
down Oregon, California and Washington.

541
00:31:32,239 --> 00:31:34,599
And it was a terrible experience.

542
00:31:34,599 --> 00:31:36,759
I'll leave it at that.

543
00:31:36,939 --> 00:31:38,939
but I, I just be curious.

544
00:31:38,939 --> 00:31:41,799
It seems like you guys have been seeing a
lot more kind of development with the

545
00:31:41,799 --> 00:31:46,499
public fast charters on the East coast and
kind of Midwest area and just continued

546
00:31:46,499 --> 00:31:46,799
growth.

547
00:31:46,799 --> 00:31:47,823
And I don't know if it.

548
00:31:47,823 --> 00:31:52,963
Seems to be like it's coming east to west
with some of these projects, but I just be

549
00:31:52,963 --> 00:31:57,123
curious to hear what experience you guys
have been having with just your own

550
00:31:57,123 --> 00:32:02,603
personal charging and then other maybe
just stories of note in the space that I

551
00:32:02,603 --> 00:32:04,301
think we could share with our listeners.

552
00:32:04,626 --> 00:32:06,098
I think I...

553
00:32:06,098 --> 00:32:11,038
I have a lot of experience with Electrify
America and some of the early programs, so

554
00:32:11,038 --> 00:32:16,558
EVGO and the CCS networks that
proliferated and Walter has definitely

555
00:32:16,558 --> 00:32:21,818
stepped in with a lot of coverage from the
kind of ground zero of your, as you say,

556
00:32:21,818 --> 00:32:26,958
Pilot Flying Jays, your Buc -E's and
Mercedes, Fast Charging, Walmart getting

557
00:32:26,958 --> 00:32:27,958
into it.

558
00:32:27,958 --> 00:32:33,258
So I can set a stage perhaps for where
we've come from and how it started.

559
00:32:33,258 --> 00:32:36,464
And I think Walter is just the king of
weekly.

560
00:32:36,464 --> 00:32:40,504
on all of these new networks that are
expanding out of his area and into yours,

561
00:32:40,504 --> 00:32:42,944
Chase to an extent, certainly into mine.

562
00:32:43,124 --> 00:32:47,824
But going back to the initial kind of
areas with Electrify America, which

563
00:32:47,824 --> 00:32:53,564
started up in my area, Central
Massachusetts around 2018, they obviously

564
00:32:53,564 --> 00:32:59,058
carried the can in the last year or two
for the poster child of public.

565
00:32:59,058 --> 00:33:03,388
charging unreliability, not being able to
get a charge, half of the site being down,

566
00:33:03,388 --> 00:33:04,498
that kind of thing.

567
00:33:04,498 --> 00:33:10,718
I think it was fair to an extent that you
could certainly say a lot of their older

568
00:33:10,718 --> 00:33:12,968
equipment had problems.

569
00:33:12,968 --> 00:33:15,918
They've acknowledged that themselves and
the West Coast seems to have been a

570
00:33:15,918 --> 00:33:17,478
particular pain point.

571
00:33:17,490 --> 00:33:24,190
Growing out in the last year, 18 months
maybe now, they've upgraded to the latest

572
00:33:24,190 --> 00:33:28,990
generation hardware with mostly BTC power
and signet stations, which are kind of

573
00:33:28,990 --> 00:33:34,130
visible via this black siding and cladding
and then a diagonal top, but most notably

574
00:33:34,130 --> 00:33:36,070
they only have one port.

575
00:33:36,114 --> 00:33:40,674
I've found personally, and having been
kind of gravitate towards them because I

576
00:33:40,674 --> 00:33:44,874
have a free charging plan that ends in
about six months time with the IONIQ 5

577
00:33:44,874 --> 00:33:48,134
that kind of keeps me on Electrify America
to an extent.

578
00:33:48,134 --> 00:33:52,454
They've been much better in the last,
certainly since they ripped and replaced a

579
00:33:52,454 --> 00:33:53,554
lot of those locations.

580
00:33:53,554 --> 00:33:55,794
They've been, I really haven't had any
problems.

581
00:33:55,794 --> 00:33:59,254
I can't remember the last time I could not
charge with Electrify America.

582
00:33:59,378 --> 00:34:04,038
EBGO has been kind of hampered to an
extent with these older sites.

583
00:34:04,038 --> 00:34:07,518
They've had the same issue of older
hardware that they put in perhaps even

584
00:34:07,518 --> 00:34:11,128
before 2018, a lot of 50 kilowatt, 100
kilowatts.

585
00:34:11,128 --> 00:34:14,318
So by today's standards, you know, if
you're looking at 200, 300 kilowatt

586
00:34:14,318 --> 00:34:17,618
charging, they are antiquated units that
have been in the ground for...

587
00:34:17,618 --> 00:34:21,418
almost a decade now, so a lot of those,
they're having the same kind of thing,

588
00:34:21,418 --> 00:34:24,678
although not on such a nationwide scale as
Electrify America.

589
00:34:24,678 --> 00:34:26,218
So they have improved as well.

590
00:34:26,218 --> 00:34:30,418
You've got a lot of the NEVI funding,
which maybe we'll get onto as a national

591
00:34:30,418 --> 00:34:36,658
federally funded program, is using these
combination EVGO and Pilot Flying J

592
00:34:36,658 --> 00:34:41,358
locations, which have 350 kilowatt
hardware, you know, pretty much rock solid

593
00:34:41,358 --> 00:34:45,658
as far as I've seen, maybe one outage in
six to nine months of the NEVI program

594
00:34:45,658 --> 00:34:46,998
being around.

595
00:34:46,998 --> 00:34:47,904
But it's a

596
00:34:47,904 --> 00:34:52,244
those two players that kind of formed it,
you know, and actually are a viable

597
00:34:52,244 --> 00:34:57,104
nationwide network perhaps, are probably
the most, you know, long -standing

598
00:34:57,104 --> 00:35:00,323
standard bearers and they both seem to be
getting their act together compared to

599
00:35:00,323 --> 00:35:04,524
maybe two years ago when everything was
getting, you know, negative headlines, but

600
00:35:04,524 --> 00:35:06,546
that kind of bleeds into...

601
00:35:06,546 --> 00:35:08,316
The East Coast has certainly been positive
for me.

602
00:35:08,316 --> 00:35:12,546
I do a lot of trips over to Ohio, so
Midwest connecting Northeast has always

603
00:35:12,546 --> 00:35:16,846
been fairly good for me, but Walter is
seeing that kind of, those new networks

604
00:35:16,846 --> 00:35:21,806
branch out of his area and can speak
pretty authoritatively to what's coming

605
00:35:21,806 --> 00:35:23,882
and how far they've got so far.

606
00:35:26,641 --> 00:35:27,249
.

607
00:35:27,249 --> 00:35:30,149
Yeah, and I could kind of venture off, but
I'm going to try to stay focused on the

608
00:35:30,149 --> 00:35:31,389
question that was asked.

609
00:35:31,389 --> 00:35:37,109
But the one that I've seen recently, like
just today, was VW Dieselgate funds

610
00:35:37,109 --> 00:35:40,989
disbursement for state run locations.

611
00:35:40,989 --> 00:35:45,209
There's a lot of blank spots in the map
that are getting filled in, at least in

612
00:35:45,209 --> 00:35:47,329
the state of North Carolina for that.

613
00:35:47,429 --> 00:35:52,429
Just recently, two new stations opened in
kind of an underserved area.

614
00:35:52,429 --> 00:35:54,869
And so those funds are still getting
dispersed.

615
00:35:54,869 --> 00:35:56,989
So there's Dieselgate funds getting
dispersed.

616
00:35:56,989 --> 00:35:57,203
There's

617
00:35:57,203 --> 00:36:00,399
the large pool of NEBI funds getting ready
to be dispersed.

618
00:36:00,399 --> 00:36:02,139
And I'm sorry, not to cut you off.

619
00:36:02,139 --> 00:36:06,619
When you say diesel gate funds, it's not
necessarily that they're electrify America

620
00:36:06,619 --> 00:36:08,849
sites, but they are sites.

621
00:36:08,849 --> 00:36:09,499
Yeah.

622
00:36:09,499 --> 00:36:11,559
Just to clarify for a list.

623
00:36:11,659 --> 00:36:12,903
Yeah.

624
00:36:12,913 --> 00:36:18,993
disbursements for local independent CPOs
getting built and lots of times those will

625
00:36:18,993 --> 00:36:24,693
be CPE 250s that have wrapping on them
indicating that there was a joint

626
00:36:24,693 --> 00:36:29,293
partnership with the state or whatever and
those are very common in my area and

627
00:36:29,293 --> 00:36:34,133
there's been additional building of those
in underserved areas along alternative

628
00:36:34,133 --> 00:36:37,553
fuel corridors through the state of North
Carolina as of late.

629
00:36:37,553 --> 00:36:38,953
So that's still going on.

630
00:36:38,953 --> 00:36:40,259
But really the big

631
00:36:40,259 --> 00:36:45,059
is the C -Store space, the convenience
store space, where as a C -Store operator,

632
00:36:45,059 --> 00:36:48,719
if you look to see that you could have a
higher dwell time of your customers, and

633
00:36:48,719 --> 00:36:53,399
you could also have your fuel delivered
near the theoretical speed of light and

634
00:36:53,399 --> 00:36:59,999
not have to have liquid form trucked into
a store in tanks, it just makes business

635
00:36:59,999 --> 00:37:04,679
sense to sink a little more upfront costs
into electric vehicle charging

636
00:37:04,679 --> 00:37:08,359
infrastructure and then let your customers
decide if they're going to use them or

637
00:37:08,359 --> 00:37:08,579
not.

638
00:37:08,579 --> 00:37:09,683
And I think there's a lot of

639
00:37:09,683 --> 00:37:11,803
store operators experimenting with that
concept.

640
00:37:11,803 --> 00:37:13,723
You mentioned Pilot Flying J.

641
00:37:13,723 --> 00:37:14,943
Not slow down.

642
00:37:14,943 --> 00:37:15,703
I don't know.

643
00:37:15,703 --> 00:37:16,893
So you mentioned slow down.

644
00:37:16,893 --> 00:37:17,873
That's not what I'm seeing.

645
00:37:17,873 --> 00:37:19,453
In fact, I just saw another new site
today.

646
00:37:19,453 --> 00:37:25,303
I'm up to 41 sites that are now under
construction with 38 sites open.

647
00:37:25,303 --> 00:37:27,583
And their goal is 200 by the end of the
year.

648
00:37:27,583 --> 00:37:29,803
And I'm starting to think they might make
it.

649
00:37:29,803 --> 00:37:34,143
So if they finish what they have now on
their plate, they'll be up to 80.

650
00:37:34,803 --> 00:37:40,103
And every day I turn around, there's
additional sites getting spotted as under.

651
00:37:40,155 --> 00:37:43,614
so that's definitely in full swing and as
you mentioned is the joint partnership

652
00:37:43,614 --> 00:37:50,015
between General Motors, Pilot Flying J
which is at Berkshire Hathaway Company, as

653
00:37:50,015 --> 00:37:54,875
well as EVgo so it's a triple partnership.

654
00:37:55,249 --> 00:38:02,609
But really it's the C stores, the Circle
K's, the 7 -Elevens, the Quick Trips, the

655
00:38:02,609 --> 00:38:09,529
BP's, the Shell's stations, all those
locations that are looking at advantageous

656
00:38:09,749 --> 00:38:15,169
customer dwell times and the ease of
delivering the fuel to the vehicles, in my

657
00:38:15,169 --> 00:38:17,649
opinion is the big sea change that I'm
seeing.

658
00:38:17,649 --> 00:38:20,079
There's another one regional out here
called Racetrack.

659
00:38:20,079 --> 00:38:25,029
Them as well are, they just open multiple
locations throughout the Dallas -Fort

660
00:38:25,029 --> 00:38:25,203
Worth area.

661
00:38:25,203 --> 00:38:28,083
area and the build continues.

662
00:38:28,783 --> 00:38:29,223
That's crazy.

663
00:38:29,223 --> 00:38:33,823
I'm kind of curious where you go to for
information, new location specifically

664
00:38:33,823 --> 00:38:34,183
with it.

665
00:38:34,183 --> 00:38:39,423
Cause the reason I bring up, the ones in
Oregon was just two weeks ago, I had

666
00:38:39,423 --> 00:38:44,103
looked on the map that had showed where
there were potential ones and where there

667
00:38:44,103 --> 00:38:45,843
were going to be ones in Oregon.

668
00:38:45,843 --> 00:38:48,303
And now they're showing is all potential.

669
00:38:48,443 --> 00:38:50,233
And I understood that.

670
00:38:50,233 --> 00:38:54,003
And I've kind of checked you in on a
couple other places that it's maybe not

671
00:38:54,003 --> 00:38:56,703
happening or it's like still like it's
being pushed out.

672
00:38:56,703 --> 00:38:58,191
And so I'm, I'm just kind of curious.

673
00:38:58,191 --> 00:39:01,371
Where you usually go to find kind of
confirmation like, cause I'm using the map

674
00:39:01,371 --> 00:39:02,110
that's based.

675
00:39:02,110 --> 00:39:03,301
I believe that was GM site.

676
00:39:03,301 --> 00:39:05,011
It could have been pilots.

677
00:39:05,651 --> 00:39:09,951
and now they're showing them as optional
or like potential ones versus it was going

678
00:39:09,951 --> 00:39:11,781
to be mostly potential, like a few for
sure.

679
00:39:11,781 --> 00:39:13,575
And now it's just showing like maybe.

680
00:39:13,681 --> 00:39:15,421
Yeah, so if it was,

681
00:39:15,537 --> 00:39:18,257
kind of dark gray with purple pin drops.

682
00:39:18,257 --> 00:39:19,626
That's the Pilot Flying J map.

683
00:39:19,626 --> 00:39:24,377
And that is updated, reflecting ones that
are expected to be in service by the end

684
00:39:24,377 --> 00:39:25,107
of 24.

685
00:39:25,107 --> 00:39:26,667
And the count is 200.

686
00:39:26,667 --> 00:39:28,977
Their goal is 500 in total.

687
00:39:28,977 --> 00:39:32,177
So it's kind of on track.

688
00:39:32,177 --> 00:39:33,347
It depends on which map you look at.

689
00:39:33,347 --> 00:39:37,937
Some maps show like kind of like the
proposed phase one, but the one map that I

690
00:39:37,937 --> 00:39:42,147
think you're referring to is the end of
2024 map off the Pilot Flying J website.

691
00:39:42,147 --> 00:39:43,657
And there's 200 in there.

692
00:39:43,657 --> 00:39:45,491
And as you say, it's proposed location.

693
00:39:45,491 --> 00:39:50,123
So there's some variability in whether or
not those are actually going to occur.

694
00:39:50,123 --> 00:39:54,123
that maybe it's moved back because they
might not there still might move forward

695
00:39:54,123 --> 00:39:55,883
with them just not in 2024.

696
00:39:55,903 --> 00:39:58,883
Because the one I'd seen earlier in the
year showed that there was gonna be like

697
00:39:58,883 --> 00:40:02,563
three and now it's like proposed and I'd
love to see more.

698
00:40:02,563 --> 00:40:04,843
So that that that's good.

699
00:40:05,383 --> 00:40:06,457
Yeah.

700
00:40:06,457 --> 00:40:09,697
41 that I'm currently tracking under
construction and every day there's new

701
00:40:09,697 --> 00:40:10,427
ones popping up.

702
00:40:10,427 --> 00:40:12,531
So they're spending cash.

703
00:40:12,531 --> 00:40:18,931
there any States or kind of hubs or areas
that you're seeing them take off more than

704
00:40:18,931 --> 00:40:21,471
others, or are you seeing kind of it?

705
00:40:21,471 --> 00:40:23,931
Like I said, when I looked at the map
last, it looked like it was almost going

706
00:40:23,931 --> 00:40:24,831
east to west.

707
00:40:24,831 --> 00:40:26,241
And I'm just kind of curious.

708
00:40:26,241 --> 00:40:28,731
There might've been like some in
California, like Southern California, like

709
00:40:28,731 --> 00:40:30,011
in Seattle.

710
00:40:30,491 --> 00:40:33,311
but I'm just kind of curious if you're
seeing pockets or stern States where

711
00:40:33,311 --> 00:40:35,653
they're really being built first.

712
00:40:35,665 --> 00:40:39,925
There's a little bit of tea leaf reading,
but from what I'm gathering, they seem to

713
00:40:39,925 --> 00:40:42,885
be watching who is announcing NEBI funds.

714
00:40:42,885 --> 00:40:47,345
And when a state announces, they either
pause to receive the NEBI funds or if they

715
00:40:47,345 --> 00:40:49,865
weren't awarded any, they proceed with
their private bill.

716
00:40:49,865 --> 00:40:52,905
So they're kind of like waiting,
staggering up, waiting for those NEBI

717
00:40:52,905 --> 00:40:53,725
funds to be released.

718
00:40:53,725 --> 00:40:58,465
And in the state of Ohio, they had many
round one awards and they they're built.

719
00:40:58,465 --> 00:41:01,125
They are under construction and almost
done.

720
00:41:01,125 --> 00:41:02,205
So basically they're track.

721
00:41:02,205 --> 00:41:05,105
They seem to be tracking NEBI
announcements.

722
00:41:05,679 --> 00:41:06,799
That's great.

723
00:41:06,899 --> 00:41:10,979
Yeah, I know you had some thoughts you
wanted to share on the Nevi funding side

724
00:41:10,979 --> 00:41:13,979
of stuff, Steve, and just seeing how
that's been rolled out.

725
00:41:13,979 --> 00:41:18,279
I know on LinkedIn, I've seen a couple of
your posts around both good and bad with

726
00:41:18,279 --> 00:41:19,009
your thoughts on that.

727
00:41:19,009 --> 00:41:20,850
So I think that'd be great to share here.

728
00:41:20,850 --> 00:41:25,050
Yeah, I mean, I think if anybody wants the
actual numbers and you know who's awarded

729
00:41:25,050 --> 00:41:30,270
what and which states are leading or which
CPOs are leading, Lauren MacDonald at EV

730
00:41:30,270 --> 00:41:31,930
adoption is the place to go.

731
00:41:31,930 --> 00:41:35,410
He's got the policy side down and who's
winning what.

732
00:41:35,410 --> 00:41:38,230
So there's always good rankings coming
from that.

733
00:41:38,310 --> 00:41:41,650
I think, you know, most notably is kind of
as Walter pointed out, you know, I've,

734
00:41:41,650 --> 00:41:45,130
I've focused on the construction side and
then the reliability of stations, which

735
00:41:45,130 --> 00:41:47,710
are in the ground, which is easy at the
moment because there are only eight of

736
00:41:47,710 --> 00:41:47,910
them.

737
00:41:47,910 --> 00:41:51,260
So it's pretty easy to track, but as
Walter kind of hinted there, you know,

738
00:41:51,260 --> 00:41:57,380
there's a, I think Pilot Flying J and EVGO
in that partnership won about 20, 22,

739
00:41:57,380 --> 00:41:58,260
something like that.

740
00:41:58,260 --> 00:42:02,550
Stations in the round one funding and
about half of those now are, one of them

741
00:42:02,550 --> 00:42:04,210
is open, but about, you know,

742
00:42:04,210 --> 00:42:05,440
are about to come online.

743
00:42:05,440 --> 00:42:09,570
So we're really going to start to get this
tsunami of activations in the states that

744
00:42:09,570 --> 00:42:11,430
led the way with wards.

745
00:42:11,430 --> 00:42:16,130
But that's kind of the next wave of
activations because you're seeing, as

746
00:42:16,130 --> 00:42:21,790
Walter mentioned, a lot of chains like the
Loves, the Travel Centers of America.

747
00:42:22,130 --> 00:42:26,430
I lose track of the number of names, but a
lot of these are applying and because

748
00:42:26,430 --> 00:42:30,050
they're supposed to be travel networks and
they're supposed to be within one mile of

749
00:42:30,050 --> 00:42:33,570
an interstate, you really winnow down
pretty quickly what's within that one mile

750
00:42:33,570 --> 00:42:35,030
of an interstate exit, right?

751
00:42:35,030 --> 00:42:39,910
There's travel, you know, truck stops,
travel centers, maybe surface plazas and

752
00:42:39,910 --> 00:42:41,760
the occasional mom and pop store.

753
00:42:41,760 --> 00:42:46,330
But for the most part, this is these big
national chains that are starting to open

754
00:42:46,330 --> 00:42:47,470
these things.

755
00:42:47,470 --> 00:42:50,730
So we're seeing a lot of the activations
happen here in the Northeast, which has

756
00:42:50,730 --> 00:42:52,084
helped me keep track

757
00:42:52,084 --> 00:42:56,184
of it you know I was able to go up to the
Tesla, the first Tesla federally funded

758
00:42:56,184 --> 00:43:01,004
site in Maine which is in a really strange
little area kind of not really near an

759
00:43:01,004 --> 00:43:04,284
interstate but off on the way to Acadia
National Park.

760
00:43:04,284 --> 00:43:08,524
So you're seeing some kind of leading tech
almost you know because it's the first

761
00:43:08,524 --> 00:43:13,224
Tesla V4 post that has a touchscreen on it
first that you can activate with a card

762
00:43:13,224 --> 00:43:17,304
whereas previously you'd have just plug in
and you know because that's Tesla's closed

763
00:43:17,304 --> 00:43:21,604
ecosystem you know working in lockstep but
now they've got all these new

764
00:43:21,604 --> 00:43:22,004
requirements.

765
00:43:22,004 --> 00:43:27,264
So you're starting to see the money flow
to your Teslas, your Pilot Flying Jays,

766
00:43:27,264 --> 00:43:31,824
and one of the biggest names that I don't
really have a lot of kind of experience

767
00:43:31,824 --> 00:43:37,044
with because they're in Midwest, kind of
Texas, Oklahoma, New Mexico, that kind of

768
00:43:37,044 --> 00:43:42,404
area provider is Francis Energy, who I
think just became the leading number of

769
00:43:42,404 --> 00:43:46,304
awards, at least certainly they won the
most funding from the National Electric

770
00:43:46,304 --> 00:43:48,064
Vehicle Infrastructure funding.

771
00:43:48,064 --> 00:43:51,904
And that's going to be really interesting
because I don't hear great things about

772
00:43:51,904 --> 00:43:52,176
that.

773
00:43:52,176 --> 00:43:52,946
to be honest.

774
00:43:52,946 --> 00:43:57,776
Our viewers on the Coast to Coast TV's
podcast have, you know, maybe it's using

775
00:43:57,776 --> 00:44:03,116
old equipment, old kind of dated
references, but they have a lot of skin in

776
00:44:03,116 --> 00:44:07,436
the game for this Nefi funding and they
are now kind of leading even beyond Tesla

777
00:44:07,436 --> 00:44:09,556
and you kind of hinted at the layoffs at
Tesla.

778
00:44:09,556 --> 00:44:12,656
If they're going to take up the mantle,
they're going to have a lot of pressure on

779
00:44:12,656 --> 00:44:16,156
their shoulders to really deliver for the
number of sites and the amount of money

780
00:44:16,156 --> 00:44:17,676
that they're taking in.

781
00:44:18,927 --> 00:44:21,147
Yeah, I think that's kind of a good thing
you brought up.

782
00:44:21,147 --> 00:44:23,907
Actually, there's quite a few different
things you brought up.

783
00:44:23,907 --> 00:44:28,127
I think that's interesting around you said
the Tesla one's kind of near a national

784
00:44:28,127 --> 00:44:29,387
park, correct?

785
00:44:29,387 --> 00:44:29,522
Or?

786
00:44:29,522 --> 00:44:32,862
Yeah, it's I mean they're supposed to be
these initial rounds are on alternative

787
00:44:32,862 --> 00:44:37,062
fuel corridors So there's you know, every
state has a certain amount of designated

788
00:44:37,062 --> 00:44:41,922
mileage on these corridors and one of them
from Maine aside from the big I -95 route

789
00:44:41,922 --> 00:44:47,202
up to Canada is I think it's Route 1 along
the coast kind of coastal main from the

790
00:44:47,202 --> 00:44:51,902
Portland area and then across to Acadia
National Park so big tourist route There's

791
00:44:51,902 --> 00:44:55,982
a lot of cute little coastal main towns
lighthouses all the stuff you associate

792
00:44:55,982 --> 00:44:59,476
with a good main trip But this is a nice
little town kind of a harbor

793
00:44:59,476 --> 00:45:00,576
and

794
00:45:00,658 --> 00:45:04,098
Tesla just, for whatever reason, that was
the first site they managed to get in the

795
00:45:04,098 --> 00:45:06,068
ground and was activated, I think, in
April.

796
00:45:06,068 --> 00:45:11,418
But it's interesting that that has kind of
pushed them to develop a new piece of the

797
00:45:11,418 --> 00:45:11,898
puzzle, right?

798
00:45:11,898 --> 00:45:15,098
Because they now need to, you know, and
all the other things that we could talk

799
00:45:15,098 --> 00:45:17,618
about with public access for
superchargers.

800
00:45:17,618 --> 00:45:20,718
This is something that has been to receive
those federal funds.

801
00:45:20,718 --> 00:45:25,338
They had to have different kind of payment
reader, the ability to display the, you

802
00:45:25,338 --> 00:45:29,438
know, cost per charge and have basic
charging information displayed that would

803
00:45:29,438 --> 00:45:31,024
normally be pushed to the

804
00:45:31,024 --> 00:45:35,444
because that's you know all designed in
Harris so it's starting to make that force

805
00:45:35,444 --> 00:45:40,004
even Tesla to make that transition to as
much of a public charging provider as they

806
00:45:40,004 --> 00:45:41,322
wish to be.

807
00:45:42,191 --> 00:45:42,391
Yeah.

808
00:45:42,391 --> 00:45:46,651
And I think that's definitely, that could
be unto itself, its own podcast, just kind

809
00:45:46,651 --> 00:45:50,001
of like the app experience versus, I mean,
that was kind of what I reiterated.

810
00:45:50,001 --> 00:45:55,571
I even think tweeted or whatever you call
it now on a Twitter X whatever.

811
00:45:55,821 --> 00:45:59,991
the other day after I had my bad
experiences, like for EV's to really take

812
00:45:59,991 --> 00:46:02,571
up, it's gotta be just as easy as filling
up with gas.

813
00:46:02,571 --> 00:46:05,051
If not easier from a payment standpoint.

814
00:46:05,051 --> 00:46:08,951
And I had a download two apps, put my
credit card in three times.

815
00:46:09,211 --> 00:46:11,855
Apple pay doesn't work even though it has
an Apple pay option.

816
00:46:11,855 --> 00:46:16,835
And just like, I cannot think of literally
just such a bad experience.

817
00:46:16,835 --> 00:46:21,535
And so I think that's great to see, like
you just need sometimes if you want to

818
00:46:21,535 --> 00:46:25,075
take the next level with kind of an app
augmentation or kind of a software layer,

819
00:46:25,075 --> 00:46:26,015
great.

820
00:46:26,035 --> 00:46:29,535
But, for, I think all these different
technologies that take off, they just have

821
00:46:29,535 --> 00:46:36,275
to work and the simplicity around just
having a payment terminal and, ideally in

822
00:46:36,275 --> 00:46:38,191
a good world, it'd have like a plug and
charge.

823
00:46:38,191 --> 00:46:40,401
sort of situation where it's even simpler
than gas.

824
00:46:40,401 --> 00:46:41,361
You just plug in and walk away.

825
00:46:41,361 --> 00:46:42,418
Don't even think about it.

826
00:46:42,418 --> 00:46:45,678
I think that that makes the charging
process, you know, when you talk about it,

827
00:46:45,678 --> 00:46:48,408
futzing around and spending three or four
minutes to get it working.

828
00:46:48,408 --> 00:46:52,318
If you can just do that plug and charge
and that becomes the standard, then it

829
00:46:52,318 --> 00:46:53,788
does take advantage over gas.

830
00:46:53,788 --> 00:46:58,218
You're not doing the card reader potential
for skimming your data, you know, all that

831
00:46:58,218 --> 00:46:58,698
kind of stuff.

832
00:46:58,698 --> 00:46:59,278
It cuts out.

833
00:46:59,278 --> 00:47:02,738
And as long as it works, you can do
exactly what Tesla owners do walk away to

834
00:47:02,738 --> 00:47:03,898
the store.

835
00:47:04,018 --> 00:47:07,458
passive kind of activity where the car
charges whilst you do your stuff and then

836
00:47:07,458 --> 00:47:12,057
it starts to become a you know additive
bonus because when you're fueling you're

837
00:47:12,057 --> 00:47:14,838
just fueling right that you've got to
stand there you've got to hold the pump

838
00:47:14,838 --> 00:47:18,238
you've got to unless someone's there to do
it for you like New Jersey or a few of

839
00:47:18,238 --> 00:47:21,618
those handful of states but for the most
part you can go and do your other stuff

840
00:47:21,618 --> 00:47:24,996
while you're charging come back to the
charge car and be on your way again.

841
00:47:25,935 --> 00:47:30,275
No, I mean, I, it saves, it seems simple,
but it saves so much time on a road trip.

842
00:47:30,275 --> 00:47:34,175
If you're doing like back to back ones,
just do plug them, walk away, go use the

843
00:47:34,175 --> 00:47:36,375
bathroom, get back in the car and go
again.

844
00:47:36,795 --> 00:47:40,915
but yeah, that, not to do, I mean, I, I
get it.

845
00:47:40,915 --> 00:47:44,855
The experience I had is rare, but it's
just like, this is so unacceptable in

846
00:47:44,855 --> 00:47:45,915
2024.

847
00:47:46,545 --> 00:47:50,055
where, yeah, it had a card reader and the
career doesn't even work.

848
00:47:50,055 --> 00:47:53,515
And I had to even find out like through
just double checking and plug share that

849
00:47:53,515 --> 00:47:54,471
was like,

850
00:47:54,511 --> 00:47:58,571
Coming soon, payment terminal
functionality.

851
00:47:58,571 --> 00:48:03,031
And that was, I believe, from the CPO back
in like early 2023.

852
00:48:03,271 --> 00:48:06,261
And clearly it just never came, even
though it has the terminal right there.

853
00:48:06,261 --> 00:48:08,238
And so I think just hearing all these
stories.

854
00:48:08,238 --> 00:48:13,358
up EVCS with Eric because I'm sure he's
got war stories from them as well.

855
00:48:13,995 --> 00:48:18,435
look forward to it and I want to
commiserate with them because yeah, it's

856
00:48:18,435 --> 00:48:23,175
just, it's unfortunate because, they've
got so many great sites that were funded

857
00:48:23,175 --> 00:48:25,455
by the state of Oregon to upgrade.

858
00:48:25,615 --> 00:48:31,935
And in my experience so far has been a
missed opportunity, but, going back to

859
00:48:31,935 --> 00:48:33,585
kind of the rollout of the larger sites.

860
00:48:33,585 --> 00:48:38,075
I mean, what are you guys seeing as far as
kind of like the ideal layout?

861
00:48:38,075 --> 00:48:40,565
I realized we're kind of coming up short
on time here.

862
00:48:40,565 --> 00:48:42,343
So I just wanted to kind of figure out.

863
00:48:43,063 --> 00:48:48,243
just on the last thing on the Nevi
funding, like, do you want to see, cause I

864
00:48:48,243 --> 00:48:51,823
think so many of these like early public
fast charging installations, they might

865
00:48:51,823 --> 00:48:54,423
only be like four, maybe even up to six.

866
00:48:54,423 --> 00:48:57,443
And it really does seem like to make this
model work.

867
00:48:57,443 --> 00:48:59,703
And you're starting to even see it at
Bucky's and these other ones where they

868
00:48:59,703 --> 00:49:05,743
are doing also the very large charging,
look, stall locations and stuff like that.

869
00:49:05,743 --> 00:49:08,983
And I just be curious to kind of hear what
your guys thoughts on our, like what the

870
00:49:08,983 --> 00:49:11,535
ideal, if we're going to give.

871
00:49:11,535 --> 00:49:13,015
the NEVI funding to these locations.

872
00:49:13,015 --> 00:49:16,545
Like what should be the ideal minimum
size, like minimum power?

873
00:49:16,545 --> 00:49:21,775
I know it's stated, but like, it's just
been interesting to me what has been

874
00:49:21,775 --> 00:49:25,915
chosen versus what I think is kind of the
more ideal and future -proofed solution

875
00:49:25,915 --> 00:49:27,099
for these sites.

876
00:49:31,153 --> 00:49:32,113
I can go first.

877
00:49:32,113 --> 00:49:35,893
I think there's two school of thoughts and
I might just be speculating, but I think

878
00:49:35,893 --> 00:49:36,823
there's two school of thoughts.

879
00:49:36,823 --> 00:49:42,453
One is the longevity of the host and their
viability long -term economically, whether

880
00:49:42,453 --> 00:49:43,893
or not they're going to be closing.

881
00:49:43,893 --> 00:49:47,773
So you want to gravitate more towards like
community colleges or government

882
00:49:47,773 --> 00:49:53,233
institutions that will be around for a
very long time, but that might not be in

883
00:49:53,233 --> 00:49:57,673
convenient locations or expediency, which
are the convenience stores immediately off

884
00:49:57,673 --> 00:49:58,773
the interstates.

885
00:49:58,773 --> 00:50:01,107
Those are kind of the two main areas.

886
00:50:01,107 --> 00:50:03,297
that I seem to be focused on.

887
00:50:03,297 --> 00:50:06,347
And my personal opinion is the C -Store is
right off the interstate, but real estate

888
00:50:06,347 --> 00:50:06,967
is pretty good.

889
00:50:06,967 --> 00:50:10,527
And as long as it doesn't get overly
expensive for taxes, the charging stations

890
00:50:10,527 --> 00:50:14,147
themselves will help sustain the business
model of the C -Store.

891
00:50:14,147 --> 00:50:18,467
So in my opinion, those are the nicest
where you don't have to walk a long way to

892
00:50:18,467 --> 00:50:21,227
an anchor mall in order to go to a food
court.

893
00:50:21,227 --> 00:50:24,707
It's just, you know, 10 steps away where
you go inside and you have the facilities.

894
00:50:24,707 --> 00:50:26,497
You can get yourself a Slurpee or whatever
you want.

895
00:50:26,497 --> 00:50:30,027
So my personal opinion is the C -Store is
immediately off the interstate for road

896
00:50:30,027 --> 00:50:31,027
trips.

897
00:50:31,027 --> 00:50:36,567
inside urban areas or for people in multi
-tenant dwellings, seat stores or grocery

898
00:50:36,567 --> 00:50:37,627
stores.

899
00:50:39,282 --> 00:50:44,302
Yeah, I think what we're seeing with Nevi
is just the minimum being complied, you

900
00:50:44,302 --> 00:50:49,102
know, to get the money because Walter kind
of pointed out they are looking, a lot of

901
00:50:49,102 --> 00:50:52,202
these players are looking to get a foot in
the water.

902
00:50:52,202 --> 00:50:56,782
They're not trying to build out a massive
charging hub as Tesla's had to do at some

903
00:50:56,782 --> 00:50:59,892
locations because they have the sheer
volume and demand for it.

904
00:50:59,892 --> 00:51:04,202
They're just trying to add on those four
ports, which are the requirement, the

905
00:51:04,202 --> 00:51:08,162
minimum 150 kilowatts, although a lot of
them do go higher in various

906
00:51:08,162 --> 00:51:09,236
configurations.

907
00:51:09,236 --> 00:51:10,886
and get those in the ground.

908
00:51:10,886 --> 00:51:14,836
So they start to gather data, they get
some federal funding for it, they start to

909
00:51:14,836 --> 00:51:19,336
offset some of those early, you know, very
high capex costs that come with installing

910
00:51:19,336 --> 00:51:20,896
EV infrastructure.

911
00:51:21,010 --> 00:51:22,680
and just build from there.

912
00:51:22,680 --> 00:51:27,110
But I think in terms of the ideal charging
station, Walter kind of hit on it in that

913
00:51:27,110 --> 00:51:30,050
you really need to match it to the dual
time of location.

914
00:51:30,050 --> 00:51:36,050
You know, if I have a gas station which
already has a canopy and a lot of the

915
00:51:36,050 --> 00:51:39,150
creature comforts of a road trip, like
your squeegees, your trash cans, stuff

916
00:51:39,150 --> 00:51:43,070
that we take for granted as travelers, you
have to have those for the electric

917
00:51:43,070 --> 00:51:44,010
vehicle traveler as well.

918
00:51:44,010 --> 00:51:45,890
You need those as part of the makeup.

919
00:51:45,890 --> 00:51:50,790
It's a bizarre thing to have some big
piece of construction and then kind of

920
00:51:50,790 --> 00:51:50,964
forgo.

921
00:51:50,964 --> 00:51:52,864
or some of the basic amenities.

922
00:51:52,864 --> 00:51:56,024
When you get to a town centre and some of
those other locations, if things are

923
00:51:56,024 --> 00:51:59,084
walkable, then maybe a lower power is
fine.

924
00:51:59,084 --> 00:52:04,284
Maybe you just need a bunch of lower power
equipment that you can install and that

925
00:52:04,284 --> 00:52:08,484
may be a benefit for the town and the kind
of people and businesses that are looking

926
00:52:08,484 --> 00:52:13,344
to benefit from this investment because
then people do walk around the town, start

927
00:52:13,344 --> 00:52:17,842
to frequent the local businesses and use
the facilities that are around them.

928
00:52:17,842 --> 00:52:20,182
So I think it varies from place to place.

929
00:52:20,182 --> 00:52:24,342
Some places you may want the kind of
Electrify America charging hub that you

930
00:52:24,342 --> 00:52:29,702
have in downtown San Francisco with
lounges and facilities and 20 chargers in

931
00:52:29,702 --> 00:52:32,082
places like the middle of Wyoming where
you'd be in chase.

932
00:52:32,082 --> 00:52:34,942
I doubt you would want, I mean, you may
want one, but probably not going to get

933
00:52:34,942 --> 00:52:36,302
one anytime soon.

934
00:52:37,071 --> 00:52:37,341
No.

935
00:52:37,341 --> 00:52:40,831
And I think what Walter says is pretty
spot on.

936
00:52:41,130 --> 00:52:45,751
you, you want something that has the right
facility or the right, amenities, but at

937
00:52:45,751 --> 00:52:50,031
the same time, like, yeah, that is kind of
where, like you're saying a two 50, three

938
00:52:50,031 --> 00:52:51,521
50, like something higher power.

939
00:52:51,521 --> 00:52:53,491
So it's like 15 minutes.

940
00:52:53,491 --> 00:52:58,071
Usually kind of bathroom break, get a
water or whatever, and you've got enough

941
00:52:58,071 --> 00:53:00,501
charge to kind of get on your way for
another couple hours.

942
00:53:00,501 --> 00:53:03,437
Whereas like one 50.

943
00:53:03,471 --> 00:53:06,431
Even though it's still a decent amount of
power can actually start having like a

944
00:53:06,431 --> 00:53:10,691
pretty big, Delta and how much time you
might be sitting there to charge.

945
00:53:10,691 --> 00:53:12,381
And then it becomes kind of a different
thing.

946
00:53:12,381 --> 00:53:14,851
If you're at a mall or a city center, like
you're saying where it's like, okay, it's

947
00:53:14,851 --> 00:53:18,471
lower power, but I can go do something a
bit more than hanging out at a gas station

948
00:53:18,471 --> 00:53:19,891
or a convenience store.

949
00:53:19,891 --> 00:53:21,233
But what were you going to say, Walter?

950
00:53:21,233 --> 00:53:24,933
I was going to say another thing I'm
hearing with some frequency is the safety

951
00:53:24,933 --> 00:53:30,473
issue and lighting and having a staff
member at a convenience store is

952
00:53:30,473 --> 00:53:37,053
beneficial because being alone in a mall
parking lot at night is not something that

953
00:53:37,053 --> 00:53:41,533
is conducive to feeling safe for other EV
drivers.

954
00:53:41,533 --> 00:53:45,573
Myself, I'm kind of the scary person so I
don't worry about that.

955
00:53:45,593 --> 00:53:49,493
Other people apparently are, I'm hearing
that more and more that the convenience

956
00:53:49,493 --> 00:53:51,187
stores generally are sought after.

957
00:53:51,187 --> 00:53:55,987
because there's a staff member on site and
the safety issue and the lighting and

958
00:53:55,987 --> 00:53:56,907
everything.

959
00:53:57,839 --> 00:53:59,199
No, I think that's a great call.

960
00:53:59,199 --> 00:54:02,689
And like kind of the evil turn that we've
seen is like what Steve was talking about,

961
00:54:02,689 --> 00:54:08,499
like the electrify America, one in San
Francisco where it is gated off.

962
00:54:08,499 --> 00:54:09,439
There's other stuff there.

963
00:54:09,439 --> 00:54:13,139
And so it is more secure, but the, and
you, you see actually more of these in

964
00:54:13,139 --> 00:54:13,499
Europe.

965
00:54:13,499 --> 00:54:17,879
And I think kind of like the Mercedes bins
one they did domestically, but obviously

966
00:54:17,879 --> 00:54:21,959
then the expenditures of that and that
investment goes way up.

967
00:54:21,967 --> 00:54:25,277
And so I think you're totally right that
there's a pretty good overlap.

968
00:54:25,277 --> 00:54:28,187
There's already so much of the
infrastructure and kind of safety elements

969
00:54:28,187 --> 00:54:33,767
built in with the traditional C stores
that it just makes sense to have more EV

970
00:54:33,767 --> 00:54:34,787
chargers there.

971
00:54:34,787 --> 00:54:40,767
And I realized we're kind of coming up on
our time here and I want to be respectful.

972
00:54:40,767 --> 00:54:43,877
I know Steve, you wanted to kind of talk a
little bit about nursery charging.

973
00:54:43,877 --> 00:54:46,787
So maybe we can just talk about that for
like the last couple of minutes and kind

974
00:54:46,787 --> 00:54:50,747
of share some of your thoughts on what
your experience with that has been before

975
00:54:50,747 --> 00:54:52,135
we sign off here.

976
00:54:52,498 --> 00:54:55,071
I'm sure you might be jumping into another
podcast with.

977
00:54:55,071 --> 00:54:59,111
know yeah, maybe let's let's maybe start
with and think of it as more of a teaser

978
00:54:59,111 --> 00:55:03,335
for the next episode But I just want to
make sure we cover it with the time

979
00:55:03,350 --> 00:55:06,050
well, I know I visited the.

980
00:55:06,066 --> 00:55:10,506
Gravity charging hub, which is one of the
big kind of headline 500 kilowatts for

981
00:55:10,506 --> 00:55:13,366
whatever the technology behind that is,
that's open to debate.

982
00:55:13,366 --> 00:55:18,746
But, you know, the idea of having 20, 30
charges in the center of downtown

983
00:55:18,746 --> 00:55:23,346
Manhattan that can fill a car in 15, 20
minutes is an interesting one and called a

984
00:55:23,346 --> 00:55:23,956
lot of headlines.

985
00:55:23,956 --> 00:55:28,046
But I found myself thinking more and more,
you know, we had we spoke to the co

986
00:55:28,046 --> 00:55:31,806
-founder of its electric, one of the
curbside charging solutions, which is

987
00:55:31,806 --> 00:55:32,726
purely level two.

988
00:55:32,726 --> 00:55:36,020
And there's a lot of these vault posts in
New York City you have.

989
00:55:36,020 --> 00:55:39,860
flow installing very high utilization.

990
00:55:40,466 --> 00:55:45,246
curbside charging and to me you know the
experience was fine at the Gravity Center

991
00:55:45,246 --> 00:55:49,806
but I was that was a dedicated activity I
had to do I mean I filmed a video but I

992
00:55:49,806 --> 00:55:53,166
went there to do that and to check it out
but I wasn't able to go and take advantage

993
00:55:53,166 --> 00:55:56,626
of any of the things in Midtown Manhattan
because I needed to be back to my car

994
00:55:56,626 --> 00:56:01,026
because it was faster whereas if I'd have
been able to plug in you know on a level 2

995
00:56:01,026 --> 00:56:05,866
you're kind of 7 -8 kilowatts it charges
perfectly reasonably I'm probably gonna

996
00:56:05,866 --> 00:56:10,420
enjoy downtown Manhattan for four or five
six hours and then I'm going to on

997
00:56:10,420 --> 00:56:14,060
way with much the same amount of energy as
I left with with the dedicated fast

998
00:56:14,060 --> 00:56:18,220
charging stop and probably install a lot
more of those curbside chargers for the

999
00:56:18,220 --> 00:56:21,000
money that it costs to build a charging
hub.

1000
00:56:21,000 --> 00:56:25,000
So I think there's value in having both
obviously as a ride share driver or maybe

1001
00:56:25,000 --> 00:56:29,340
a commercial fleet driver you need to have
that quick charging stop time is money and

1002
00:56:29,340 --> 00:56:33,160
you need to be on your way but as a
visitor and maybe a local business I'm

1003
00:56:33,160 --> 00:56:37,500
just thinking more and more that we can't
or really shouldn't overlook that level

1004
00:56:37,500 --> 00:56:40,340
two charging it's a valuable piece of the
puzzle that

1005
00:56:40,340 --> 00:56:43,665
those solutions that I mentioned are going
to be a big part of, I think.

1006
00:56:43,983 --> 00:56:45,293
Yeah, I can agree more in that.

1007
00:56:45,293 --> 00:56:49,243
I think there's a lot of really
interesting level two DC charging options

1008
00:56:49,243 --> 00:56:52,443
that are kind of starting to hit the
market now that are kind of the right

1009
00:56:52,443 --> 00:56:56,443
balance and actually bring down costs even
further, especially if you are like a

1010
00:56:56,443 --> 00:57:00,423
parking garage or a large building where
you actually probably have easier access

1011
00:57:00,423 --> 00:57:01,647
to DC.

1012
00:57:01,647 --> 00:57:06,327
And you can kind of tap into them and have
a large scale facility and have more DC.

1013
00:57:06,327 --> 00:57:10,267
It's not going to be 350 kilowatts, but
even if it's anywhere from like 10 to 20,

1014
00:57:10,267 --> 00:57:14,547
that's still like plenty and makes a lot
more scalable and easier for those kinds

1015
00:57:14,547 --> 00:57:15,447
of experiences.

1016
00:57:15,447 --> 00:57:19,467
Cause yeah, I think you're totally right
with the investment and also just like

1017
00:57:19,467 --> 00:57:22,639
being able to be more efficient with the
time.

1018
00:57:22,639 --> 00:57:25,979
of leveraging level two charging when you
are in a place like Manhattan or somewhere

1019
00:57:25,979 --> 00:57:26,199
else.

1020
00:57:26,199 --> 00:57:28,489
And it's not that you need a fast charge.

1021
00:57:28,489 --> 00:57:32,419
You just need a consistent charge
reliably.

1022
00:57:33,039 --> 00:57:35,619
and go into the exactly.

1023
00:57:35,619 --> 00:57:41,319
And, and I think that's also, I think we
talked about this on our previous episode

1024
00:57:41,319 --> 00:57:45,759
too, where it's like the importance of
having commercial specific charging only.

1025
00:57:45,759 --> 00:57:48,431
If you're going to be an Uber, you're
going to be someone there needs to be.

1026
00:57:48,431 --> 00:57:52,251
an option that kind of makes it so that's
where they go instead of always having to

1027
00:57:52,251 --> 00:57:57,251
go to the public chargers and then maybe
people who are on their trips, taking up a

1028
00:57:57,251 --> 00:57:58,781
stall and running the issues.

1029
00:57:58,781 --> 00:58:00,551
Like we saw this past winter.

1030
00:58:01,151 --> 00:58:05,231
I, I do realize we're kind of up for time
and I, and I just want to say thank you

1031
00:58:05,231 --> 00:58:05,501
both.

1032
00:58:05,501 --> 00:58:06,791
I know Walter we've gone over.

1033
00:58:06,791 --> 00:58:08,491
So Walter, Steve, thank you so much.

1034
00:58:08,491 --> 00:58:12,191
We'll have to have you guys on again soon
and, really enjoyed this conversation

1035
00:58:12,191 --> 00:58:13,021
today.

1036
00:58:13,298 --> 00:58:17,238
Thanks, Chase Good night.

1037
00:58:17,745 --> 00:58:18,499
Thank you.

1038
00:58:23,659 --> 00:58:27,059
Thank you for listening to this episode of
the grid connections podcast.

1039
00:58:27,059 --> 00:58:30,759
We hope you enjoyed our conversation with
Steve briquette founder of plug and play

1040
00:58:30,759 --> 00:58:34,309
EV and Walter Schulze, the host of the
network architect channel.

1041
00:58:34,309 --> 00:58:36,879
I also recommend checking out their live
episodes.

1042
00:58:36,879 --> 00:58:40,409
They stream every other week, recapping
highlights of the EV space.

1043
00:58:40,409 --> 00:58:44,639
You can find links to their YouTube
channels and more in today's show notes.

1044
00:58:44,639 --> 00:58:47,959
If you found this episode informative and
enjoyable, please share it with at least

1045
00:58:47,959 --> 00:58:50,519
one other person who might appreciate it
as well.

1046
00:58:50,519 --> 00:58:53,003
Your support and spreading the word means
a lot to us.

1047
00:58:53,003 --> 00:58:56,093
And don't forget to leave a positive
review on our podcast page.

1048
00:58:56,093 --> 00:59:00,193
It really helps us continue bringing you
quality content until next week.

1049
00:59:00,193 --> 00:59:02,694
This is the grid connections podcast
signing