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Good morning Grid connections listeners.

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Welcome back to

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Grid connections.

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The podcast where we explore all things transportation, clean energy, and our power grid
connecting all of these systems together.

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This week on great connections, we're bringing you a special episode recorded live from
the EV charging summit at expo in Las Vegas last week.

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I led a conversation with three industry leaders, Jane McCurry, the executive director of
Clean Fuels Michigan, Tom McCalmont the CEO of Paired Power

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and Stacey Simms, Senior Director of Clean Fuels and Infrastructure at CalSTART.

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Together, they dig into how state-level innovation is driving electric vehicle
infrastructure forward, what's really happening behind the headlines at the federal level,

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and why multifamily housing and fleet electrification are shaping up to be the next big
growth areas in clean transportation.

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Before we get more into today's episode, though, we're also thrilled to officially
announce the launch of Grid Connections Consulting.

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Our new venture supporting electric vehicle adoption through strategic messaging and fleet
electrification consulting, which you can check out by going to gridconnections.co.

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You can find the link and everything from today's episode, including more about our guests
in today's show notes as well.

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Also due to the live venue setting, there are some audio quality issues with today's
episode.

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Unfortunately, it seemed to be the most pronounced with Tom's mic being a bit quieter than
the others.

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I'm hoping maybe was some editing.

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It will get a little better sorted out.

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And so my apologies if you have to adjust the volume up and down, but I hope you still
enjoy the episode and all feedback for our next live recordings is welcome as well.

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Also, we will be returning to two episodes per week starting next week, and we got some
great guests lined up already.

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So now back to today's show.

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Some of the takeaways that really stood out to me were how we discussed how state and
local programs are stepping up where federal support has stalled.

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creative financing models for multifamily and fleet charging, why solar powered microgrids
are a game changer for grid resilience, the EV industry's messy middle, and what comes

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next.

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If you enjoyed this episode, us a favor, share it with at least one electric vehicle
curious friend and leave us a five star review on your favorite podcast platform.

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It really does help us and others find the show.

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And don't forget to sign up for our brand new newsletter using the link in the show notes
to stay ahead of the curb and electric vehicle policy, infrastructure and innovation.

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With that, enjoy.

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Thank you for joining us this afternoon at the, I guess technically second day, but first
day of the expo here at the EV-Charging Summit.

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And I'm just really excited about our panel.

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We're talking about specifically the partnership between private and public entities.

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And I think even before this, we were kind of talking about what the perceptions are
around the federal level, what we're hearing on the state level.

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And before we get into that, think we got a lot of really interesting backgrounds with the
people on the panel today.

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So I'll just kick it off.

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And then if each of you can kind of just go through real quick, talk about your
background, and then I think we can pretty quickly jump into it.

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But my name is Chase Drum.

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I have great connections consulting.

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We focus on EV electrification, specifically around messaging and how to position it to
consumers.

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We work with a lot of lobbying and trade associations, as well as even on the technical
side with

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fleet electrification.

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we're doing a lot of fun things in the space.

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And Chase, you have the best mic voice I think I've ever heard.

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this is definitely your space here.

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So my name is Stacey Simms.

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I'm a senior director at CalSTART.

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I've been at CalSTART now for about a year and a half.

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CalSTART is a international multinational nonprofit.

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We focus on clean transportation deployment, really working in all sectors.

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My team works on clean fuels and infrastructure, so really focusing on how do we deploy
infrastructure in a way that will quickly accelerate the industry.

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So excited to be here, really excited to see our members.

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We have 200 plus members of CalSTART, and it's fun to walk the booth and see them all.

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Thanks so much for having me.

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My name is Jane McCurry.

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I'm the executive director at Clean Fuels Michigan, which is a nonprofit trade association
for the alternative fuel and EV industries in the state of Michigan.

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We focus primarily on policy advocacy and fostering collaboration and connection between
the industry, making sure that we're growing clean mobility deployments in Michigan and

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also growing business opportunity.

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Good to be here.

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but not least, Tom.

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Yeah, thank you.

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Good to be part of this esteemed panel.

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My name is Tom McKellman.

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I'm CEO of Paired Power.

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We're a developer of microgrid to EV charging solutions.

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So we combine solar energy with battery storage and available grid to deliver EV charging
solutions in places where the grid is, as you know, many times not adequate.

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Well, I think that is kind of a perfect point to kind of jump into the topics.

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I'm curious for people in the space, think we've seen already a lot of kind of waves where
they're good, like just, just kind of different phases of these changes.

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and I think it's much more so like on the state level, you'll see this, but it just never
makes the headlines.

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So I guess I would love to hear kind of the panel's thoughts about what we're seeing on
the federal level, because I get this, I get these questions a lot from.

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especially the people who, I call like, EV curious, or people who are looking to
electrify, they see the headline, they start getting a little skittish.

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So what are some of the things you're seeing, whether it be at the federal or the state
level, that are kind of making you really optimistic about where the future is and some of

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the exciting signs of the industry?

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Sure, I'll go first.

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yes, if you've not been in this space for very long, and this is the first time you've
gone through a significant change in the federal administration, yes, there can be some

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maybe feeling a little chaotic, maybe wondering what does the future hold.

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I'd actually say I'm very, very optimistic still in this industry.

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started in this space in the early 2000s.

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taken the bruises, have been through it.

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And what I have always seen is that when you have a really good business proposition, no
matter what side of the aisle you're talking to, projects do get developed.

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Funding does still flow.

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There is already a significant increase in states that are engaging and wanting to do
more, wanting to make it more even at a local municipal level, and trying to keep the

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industry

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not just going, but accelerating.

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So I'm actually really excited.

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I think we're seeing more and more people coming into this space that understand really
this really critical point that we have and are taking advantage of really strong projects

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and business cases.

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And I expect it to continue.

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I agree.

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I mean, it's no surprise that we're seeing some headlines and I think it's

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disappointing the politicization that's happened to EVs over the past few months.

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You know, in Michigan, the Trump campaign spent about $25 million in anti-EV ads.

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That's actually a really fascinating call out because that was the only state that
specifically called that out.

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And it was effective.

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It created a lot of fear.

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In Michigan, 20 % of people's employment is directly tied to the auto industry.

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And so it's

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really ingrained in people's livelihoods, in their day-to-day, in the auto culture that we
have in Michigan.

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And I think that's both a word of caution on where we're at in the industry, but also a
real opportunity to double down on positive communications, bipartisan rhetoric, like how

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electric vehicles help us use domestic energy.

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And maybe, Tom, you want to talk a little bit more about EVs as resilience.

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There's so much opportunity here for us to pivot and learn from what's happened over the
past few months.

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I agree with both of you.

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I've been in solar for 25 years.

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I've been in energy storage for 15.

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I've been in EV charging for 10.

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And so I relate my experience to those industries.

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The solar industry has grown 30 % per year every year for 25 years.

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And it didn't matter what administration.

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People love solar.

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The public loves it.

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It's a very democratic form of power.

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And I think EVs are similar.

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And once you drive one, you like it, you're going to buy another one.

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You're not going to go back.

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And so I see the market overall continuing to grow and the opportunity still to grow.

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There'll be disruptions, but there'll be temporary.

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Okay, that makes a lot more sense, Tom, because I felt like we got along already.

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I also worked in the solar industry and as an industry that was so state focused, a lot of
these challenges seem pretty straightforward.

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The product you can go between states with, not a problem.

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Whereas with the solar panels in that industry, had so many more of these kind of just
unique

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wins that headwinds you'd get with this on the state level.

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And I think that's a point about where you're seeing a lot of this opportunity and growth
and exactly to what you're going to talk about, Jane, around actually the opportunity of

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like messaging and kind of resilience and self reliability of just being able to have your
own power.

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If you can put like solar on your own home and have the battery backup system do it.

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But even if you can't, the ability for the actual technology to kind of help the grid and
mitigate a lot of these challenges we're seeing.

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I'd be kind of curious if we start looking at where are the opportunities right now, since
this is a panel focused on public and private relationships, what are some of the areas

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that your teams are seeing success with?

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I was going to say, you know, we've seen a little caution with public customers, I think.

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They're a little bit back on their heels.

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Some of them had applied for CFI grants, things like that, and money got pulled.

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And so they're looking for other sources of funding, but they haven't diminished their
interest.

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so, and certainly in California, where we're based, there's a lot of good action at the
state level.

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The governor's very supportive.

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And so some of that money is going to get replaced.

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And I think that's going to make a huge difference and projects getting done.

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I agree.

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I think there's a bit of caution in the public charging space right now as people figure
out how to keep their procurement timelines on track as federal funding has been frozen or

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put into question.

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We are seeing a lot of activity in the multifamily housing space, another area where
there's a significant need for charging to make sure that folks who live in condos and

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apartments have access to overnight charging, which we know is a pillar of EV ownership,
is being able to wake up to a fully charged battery.

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And so in the state of Michigan, we actually just launched a funding platform.

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It's called the CFCI, Clean Fuel and Charging Infrastructure Program.

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And it's actually specifically targeted at multi-family dwellings right now.

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And so we're seeing state dollars being put toward these public-private partnerships where
it's state, utility, property owner, and charging companies working together to deploy

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chargers.

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It's brand new, so we haven't seen deployments out of this program yet, but a huge
opportunity and really points to the value of state-based programs to fill in the gaps

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from what we're seeing at

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And that's fantastic.

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I'm glad to hear that there's something in Michigan around there too.

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And I know there's been an expansion into the multifamily dwelling house soon in
California.

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So to your point, there continues to be an expansion.

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I think we're even seeing more of an engagement from states saying, what can we do?

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How do we leverage other funding that's out there?

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How do we take advantage of the fact that there is such an intersectionality?

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with EV and other initiatives, other things that the states are working on, other funding
that they may have.

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So I'm excited about that.

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And I do think it's going to continue.

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It will have its evolution.

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At the end, the state action, I think, is what's going to be valued the most.

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Yeah, I completely agree with everyone and what they're saying around that.

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I'm kind of curious.

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You had a great example of Michigan and what you're seeing there, and then your examples
as well.

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How, what are, I think some of the things I've seen in my own experience with similar
programs, where they succeed and where they have challenges is sometimes in the feedback

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loops.

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Like how you're getting those wins out there and shared with others.

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So I would kind of just like to hear what your experience has been with trying to either
get that visibility or just making sure that some of these programs that are really cool

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that fill those gaps and that state need actually get out there.

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Education and collaboration, I think, are really the name of the game.

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Back to the point of our conversation today.

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Sticking with this multifamily housing opportunity, we saw a real gap in education.

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Do property owners understand that their residents are demanding EV chargers or that by
installing EV chargers, they can increase their property values?

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I think the answer was no.

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So we worked with our members, actually created a guide and it has a whole list of FAQs.

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It's got an installation checklist.

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It's got information on how your property value can increase by installing EV chargers and
then a list of contacts to get started on your EV charging program and how you can get

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grant money.

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And so I think as an industry, we need to be thinking about how we reach these potential
customers in the places that they're at and at the knowledge level that they have.

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I think it remains to be seen if this guide is successful, but we're trying to be really
creative about speaking people's language and.

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and finding them in their property management associations or finding those new audiences
to talk about charging.

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I agree with your point.

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think education is really important and I think there's growing awareness of grid
limitations.

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You talked about both family and housing.

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They're often at the, apartment buildings are at the end of a distribution line or where
there's not much capacity.

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So they can't really convert to EVs easily without a microgrid solution, like adding
storage, adding solar available grid, manage charging, kind of all of that together.

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And so I think that...

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education helps people understand what the possibilities are to overcome these
limitations.

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All right.

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Well, I think that's a big part of what we do at Grid Connections too, is really around
that messaging.

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And I feel like what we found, there's a couple things.

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One, the most impactful, at least from the electric vehicle side, to get like that
interest from the consumer is actually butts and seats.

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Like once someone is in the electric vehicle, like, I get this and this could actually
work for me.

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Having said that, I think that model is pretty clear.

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just people need to really lean in.

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I feel like people used to lean in and they're kind of like, oh, people figured out now we
need to lean back into that.

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But on the public or sometimes a private entity, what are those kind of butts and seats
moments that you found that can help really get these people who might either be

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apprehensive or just not just curious and but still a little skittish to get them across
the line?

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was gonna say riding drives.

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There are a lot of those in California.

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don't know about other states, they're a great way for the

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public to engage and, let's try it out.

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Let's see what it's like to drive one.

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And then you drive one and say, this is amazing.

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100 % I think once you go EV you don't go back and we CalSTAR we do a significant number
of ride-and-drive special especially in California and The best thing that you hear

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somebody say is this is kind of like a truck Yeah, it is a truck and then they drive it
They're like wait, this is like a jet and it they really like that and to your point I

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think butts in the seat is great.

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I also think that there's an important piece of

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Helping people understand what does charging really mean in terms of, and I'm thinking
from the fleet side, but what does it mean in terms of operation?

205
00:16:34,742 --> 00:16:38,682
You know, what is it, what does this port look like?

206
00:16:38,742 --> 00:16:41,662
How do I manage the system?

207
00:16:41,702 --> 00:16:44,682
Like having more of the demonstrations on that point.

208
00:16:44,682 --> 00:16:56,562
So they see it as the ecosystem of EV and not just a truck or not just a charger, but
really pulling it together so people can understand how does this work in the functions of

209
00:16:56,562 --> 00:16:57,337
their job.

210
00:16:57,337 --> 00:16:59,818
or of their interests?

211
00:17:00,599 --> 00:17:02,018
I was just going to comment on that.

212
00:17:02,018 --> 00:17:08,964
I love that point because I think the public comes to EVs massively confused about the
fueling of an EV.

213
00:17:08,964 --> 00:17:13,026
They have in their mind a gas car, and so they think they need a gas station.

214
00:17:13,166 --> 00:17:18,809
And what you learn the longer you drive an EV is that's not the way 90 % of the charging
is done.

215
00:17:18,930 --> 00:17:20,671
It's range replenishment.

216
00:17:20,671 --> 00:17:23,162
I just want to be where I am, do something else.

217
00:17:23,162 --> 00:17:25,253
I don't have to wait for my car to fill.

218
00:17:25,253 --> 00:17:26,074
I'm at school.

219
00:17:26,074 --> 00:17:27,030
I'm at work.

220
00:17:27,030 --> 00:17:31,313
home, I'm in retail, and my car is filling up while I'm doing something else.

221
00:17:31,313 --> 00:17:36,437
And after a while people start to understand that, it's like, what I really need is
chargers everywhere.

222
00:17:36,437 --> 00:17:41,060
And they don't have to be high-power chargers, they don't have to be level three, because
that's hard on the grid.

223
00:17:41,690 --> 00:17:43,690
They just need to be reliable and consistent.

224
00:17:43,690 --> 00:17:44,823
It'd be reliable.

225
00:17:44,823 --> 00:17:47,124
Which, that's why we're here.

226
00:17:47,645 --> 00:17:54,690
I guess from the side of the

227
00:17:55,106 --> 00:18:05,123
like if you're trying to approach kind of a public entity and say I am a private
organization that is trying to help with like multifamily home, you're right, is kind of

228
00:18:05,123 --> 00:18:13,879
the big theme I'm seeing from a lot of people and it's a great opportunity because there's
a big gap for it especially what we're seeing with RightShare and EV adoption there.

229
00:18:13,919 --> 00:18:23,726
So I'm kind of curious if there's been any other things that have been effective for
getting buy-in from additional stakeholders or

230
00:18:23,786 --> 00:18:31,494
Is it really just, you gotta have that messaging, get out there, and then tie where you
can to the right organization.

231
00:18:34,642 --> 00:18:40,406
I think one of the most important things or one of the first questions they ask is
financing.

232
00:18:40,406 --> 00:18:51,274
It's always about financing and just to relate it to solar for a minute, know, 15 or so
years ago, PPAs came to solar and it ignited the market.

233
00:18:51,274 --> 00:18:58,718
When that got figured out, when solar got bankable and was easy to deploy projects, the
financiers became comfortable with it.

234
00:18:58,719 --> 00:19:03,636
And when we get to that point with EVs, the same sort of think viral adoption will take

235
00:19:03,636 --> 00:19:05,307
especially from public agency.

236
00:19:06,527 --> 00:19:09,028
Yeah, actually I'm really excited about that.

237
00:19:09,989 --> 00:19:17,622
started in the transportation world, then I moved over to the built environment where I
was focusing on energy performance contracting, which is actually a financial mechanism

238
00:19:17,622 --> 00:19:18,853
that you save.

239
00:19:18,853 --> 00:19:27,757
Because you're to be saving over decades, how do you up front those savings now to pay and
leverage for capital deployments and new projects?

240
00:19:27,757 --> 00:19:29,836
I am waiting for that to happen in this space.

241
00:19:29,836 --> 00:19:32,908
I mean, it is a no brainer when you're talking about displacing fuel.

242
00:19:32,908 --> 00:19:42,173
Sometimes in California, that's approaching $5 with, you know, a KWH that's maybe, maybe
on the high side of 60 cents, you know?

243
00:19:42,173 --> 00:19:52,598
so like, am waiting for someone to really understand that there is a way other industries
have done it to unlock now the savings that you're going to generate over a decade and

244
00:19:52,598 --> 00:19:53,409
then leverage it through.

245
00:19:53,409 --> 00:19:59,582
know some States have the ability to wrap in performance contracting for

246
00:20:00,226 --> 00:20:03,148
fuel switch and EV seems like the perfect placement.

247
00:20:03,148 --> 00:20:08,271
That is the type of thing that we need to see happen in the industry to really unlock the
capital.

248
00:20:08,471 --> 00:20:11,533
And just to add a point to it, that's alright.

249
00:20:11,593 --> 00:20:17,596
In solar PTAs, the kilowatt hour is worth say 10 to 15 cents.

250
00:20:17,617 --> 00:20:22,080
But if I can sell that same kilowatt hour to an EV driver, it might be worth double that.

251
00:20:22,080 --> 00:20:26,612
And so to the advantage to the financier is actually terrific.

252
00:20:28,714 --> 00:20:31,175
super creative solutions here.

253
00:20:31,175 --> 00:20:40,420
There is an organization called Pay As You Save or an organization supporting this idea of
Pay As You Save where you have kind of that financing upfront and then you pay a little

254
00:20:40,420 --> 00:20:44,601
bit over time, say in an unbilled financing way.

255
00:20:45,362 --> 00:20:52,986
And so you can pay the utility for say the battery and your electric school bus over time
so that you're keeping your

256
00:20:54,210 --> 00:20:58,410
operational costs consistent, but you're not having that big increase in your capital
costs.

257
00:20:58,410 --> 00:21:02,790
So I do think there's a lot of creative things happening in the financing space.

258
00:21:02,790 --> 00:21:12,010
I think those hard numbers are a key part of unlocking buy-in, especially when you're
talking to fleet managers and people that are steeped in the finance world.

259
00:21:12,010 --> 00:21:13,990
TCO was kind of the word I was expecting to come up.

260
00:21:13,990 --> 00:21:15,950
I'm surprised it doesn't come until now.

261
00:21:15,950 --> 00:21:16,090
Yeah.

262
00:21:16,090 --> 00:21:16,746
And I think

263
00:21:16,746 --> 00:21:24,429
Again, back to education, educating those fleet managers on all of the things that should
go into the TCO analysis for an electric vehicle.

264
00:21:24,429 --> 00:21:27,410
You're have reduced downtime because there's fewer moving parts.

265
00:21:27,410 --> 00:21:29,851
You never have to stop to get an oil change.

266
00:21:30,172 --> 00:21:33,313
You're gonna have cheaper electricity.

267
00:21:33,313 --> 00:21:37,795
You are gonna have drivers who enjoy driving their vehicles more.

268
00:21:37,795 --> 00:21:42,116
so helping them do that TCO analysis, I think is huge.

269
00:21:42,116 --> 00:21:46,348
And then finding the person, probably the driver, maybe the maintenance tech.

270
00:21:46,348 --> 00:21:48,919
who's really excited about EVs at that fleet.

271
00:21:48,919 --> 00:21:52,541
You need that internal champion to help get the buy-in of all their peers.

272
00:21:52,541 --> 00:22:00,766
So who's the internal influencer at the fleets or at the property management association
that can tell their peers how great this transition is?

273
00:22:01,587 --> 00:22:04,308
Well, I think all of that is great.

274
00:22:04,308 --> 00:22:05,139
I'm curious.

275
00:22:05,139 --> 00:22:11,852
What's really interesting about this panel too is we have kind of, like I said, we started
with the idea of the federal and it's moving to the state.

276
00:22:11,852 --> 00:22:14,892
We have some interesting kind of different state experiences.

277
00:22:14,892 --> 00:22:18,905
So I'd love to kind of hear what your experiences have been with those states.

278
00:22:18,905 --> 00:22:28,433
You're of getting that buy-in and maybe either seeing things that are working in other
states that maybe you've kind of stolen or adopted for your state to kind of find success.

279
00:22:28,433 --> 00:22:32,316
Yeah, so CalSTART is obviously headquartered in California.

280
00:22:32,316 --> 00:22:38,040
We have five regional offices or throughout the United States, actually in six other
countries as well.

281
00:22:38,161 --> 00:22:44,866
But I live in Colorado and it is being in California, California and you know this,

282
00:22:45,246 --> 00:22:51,409
It is in many ways more advanced than any other place, maybe any other country.

283
00:22:51,409 --> 00:23:04,644
But Colorado too, seeing how the kind of all of government approach where you have, yes,
you have an energy office, but then you have the DOT, you have air quality side all coming

284
00:23:04,644 --> 00:23:13,174
together really to understand how to decarbonize, how to pull all of government together.

285
00:23:13,174 --> 00:23:18,294
Those coordinated conversations within states, I think, is really what is most exciting.

286
00:23:18,294 --> 00:23:29,686
The state of Washington is putting out a new program that brings both the vehicle voucher
and the rebate for the infrastructure projects together to help facilitate that whole

287
00:23:29,686 --> 00:23:32,107
project financing.

288
00:23:32,107 --> 00:23:39,682
So I think at the states that I'm working, or the states where I live and other states
that we're working in, we are starting to see this more collaboration among state agencies

289
00:23:39,682 --> 00:23:42,254
together to figure out how do we

290
00:23:42,338 --> 00:23:47,378
better response to the market in the through the different capacities of the agencies.

291
00:23:47,558 --> 00:23:57,878
Well, I just want to say, I know you work with Cal, but Colorado kind of calling them out,
they've actually been really effective at actually moving pretty quickly to get a lot of

292
00:23:57,878 --> 00:23:58,698
these things implemented.

293
00:23:58,698 --> 00:24:06,158
Not that California hasn't, but it is really cool to kind of see these different
approaches to the speeds at rolling out a lot of these different new programs.

294
00:24:06,158 --> 00:24:06,518
Yeah.

295
00:24:06,518 --> 00:24:08,238
And I shout out to the people in Colorado.

296
00:24:08,238 --> 00:24:12,282
What's really great too, is that it's in many ways you get the

297
00:24:12,290 --> 00:24:18,790
the ability to show in real world that EVs can perform at cold, can perform at altitude.

298
00:24:18,790 --> 00:24:20,630
can high wind, high wind.

299
00:24:20,630 --> 00:24:21,130
Yes.

300
00:24:21,130 --> 00:24:27,350
All sorts of like every kind of thing where the arrow and inefficiency of an EV is like
charged to its greatest.

301
00:24:27,410 --> 00:24:29,550
Colorado is really a great test bed for them.

302
00:24:29,550 --> 00:24:30,070
Yeah.

303
00:24:30,070 --> 00:24:39,490
And what the state is not, this isn't paid by the state of Colorado, this speech, but it
has a great state and the work that that, um, Excel energy is doing and as well as the

304
00:24:39,490 --> 00:24:41,150
other utilities, the municipal's and

305
00:24:41,150 --> 00:24:44,072
in the state working together to figure out how to make this happen.

306
00:24:44,072 --> 00:24:54,680
I think that's the role of public entities is you don't have to be, you don't have to have
one agency who takes the lead and carries all of the load.

307
00:24:54,680 --> 00:25:00,544
But just looking across and what are the different agencies doing and how can they partner
collaborate to take a piece of that.

308
00:25:00,544 --> 00:25:08,840
Often times you don't even have to go and solicit and ask for new funding, but it's really
collaborating in the resources that you have and Colorado has done a great job.

309
00:25:11,274 --> 00:25:14,086
Yeah, Michigan's doing a lot in this space too.

310
00:25:14,086 --> 00:25:15,637
That's true.

311
00:25:15,777 --> 00:25:20,810
It's really exciting to hear about Colorado and California and what we can continue to
learn from other states.

312
00:25:20,810 --> 00:25:31,047
But I think Michigan has done a great job at creating spaces where industry is driving the
conversation and our policymakers are actually listening to what are the real barriers and

313
00:25:31,047 --> 00:25:35,290
what are the real opportunities in this changing automotive industry.

314
00:25:35,654 --> 00:25:39,205
For example, I sit on the Council on Future Mobility and Electrification.

315
00:25:39,205 --> 00:25:43,877
It's a governor-appointed council that includes all of the major auto manufacturers.

316
00:25:43,877 --> 00:25:52,740
It's got action teams where we've got advocates, utility companies, charging station
companies, all coming together and grappling with some of these really hard conversations.

317
00:25:52,740 --> 00:25:57,082
And then we make recommendations that oftentimes turn into bills or budget allocations.

318
00:25:57,082 --> 00:25:57,868
And so it's

319
00:25:57,868 --> 00:26:08,244
people coming together, grappling with these questions and then creating a real
opportunity to influence the conversation at the Capitol and create real solutions.

320
00:26:08,304 --> 00:26:10,975
And I hope that's a model that other states are taking too.

321
00:26:10,975 --> 00:26:18,109
think having industry at the table brings both pragmatic ideas, but also real challenges
and solutions.

322
00:26:18,109 --> 00:26:19,050
Yeah.

323
00:26:19,510 --> 00:26:20,931
I like what you both said.

324
00:26:20,931 --> 00:26:26,514
I agree with Stacey that trends tend to start in California and kind of spread across the
country.

325
00:26:26,946 --> 00:26:29,047
I've seen this in solar for many years.

326
00:26:29,248 --> 00:26:31,650
California is the number one solar market in the United States.

327
00:26:31,650 --> 00:26:33,332
It has been for decades.

328
00:26:33,332 --> 00:26:39,136
But now that has moved to Colorado and Massachusetts and New York and North Carolina.

329
00:26:39,337 --> 00:26:43,320
And I think that same trend we see happening with EVs.

330
00:26:43,320 --> 00:26:46,683
Adoption rates in California are new EVs.

331
00:26:46,683 --> 00:26:51,487
Sorry, new vehicles are in excess of 20 % in Palo Alto where I live.

332
00:26:51,487 --> 00:26:52,288
It's a third.

333
00:26:52,288 --> 00:26:53,208
So.

334
00:26:54,806 --> 00:26:58,311
very high adoption rates for EVs and that drives the trends.

335
00:26:59,914 --> 00:27:08,830
I think one of the interesting things we've kind of been talking about is like where these
different states have like really shined and the ways that others could kind of follow

336
00:27:08,830 --> 00:27:10,702
those leads and kind of grow from there.

337
00:27:10,702 --> 00:27:18,827
I would be curious to hear like if we're kind of looking forward, where I mean multifamily
as we were just talking about, that's kind of the hot one right now.

338
00:27:18,827 --> 00:27:28,904
Where are some of these other gaps that each of you are seeing that maybe needs to have
more of a light shined on it or things that certain states could be doing to really help.

339
00:27:29,026 --> 00:27:31,206
accelerate the growth of this?

340
00:27:31,466 --> 00:27:38,906
I think there's lots of light duty fleets that are ripe for conversion, but there's a lot
of confusion about it.

341
00:27:38,906 --> 00:27:48,626
know, think inspection vehicles for big cities, think workplace charging is essentially a
fleet and employers are interested in having more EV chargers, but their grid capacity is

342
00:27:48,626 --> 00:27:51,586
limited, especially if you think about like city fleets.

343
00:27:51,586 --> 00:27:56,546
They have a gas tank in the back of lot today, but they have very limited grid at that
lot.

344
00:27:56,546 --> 00:28:05,470
And so the only way they can convert those vehicles is add solar, add storage, and make
use of available grid capacity to convert them.

345
00:28:05,490 --> 00:28:07,511
And that's where it will start.

346
00:28:07,511 --> 00:28:08,881
There's interest in trucks.

347
00:28:08,881 --> 00:28:09,782
It's a harder problem.

348
00:28:09,782 --> 00:28:14,294
It takes much more grid power to do fleets of trucks.

349
00:28:14,294 --> 00:28:16,905
But it needs to start at light-digger fleets.

350
00:28:16,905 --> 00:28:21,236
So I think there's a lot of interest there and a lot of education gaps.

351
00:28:21,277 --> 00:28:22,957
Yeah, I totally agree with Tom.

352
00:28:22,957 --> 00:28:24,482
I thought fleet and rural.

353
00:28:24,482 --> 00:28:29,062
charging are two huge opportunities where we haven't quite cracked that nut.

354
00:28:29,602 --> 00:28:31,542
Michigan has a lot of rural land.

355
00:28:31,542 --> 00:28:36,902
The Upper Peninsula is, you know, it's a very remote, it's beautiful, it's gorgeous.

356
00:28:36,902 --> 00:28:38,262
It also gets very cold.

357
00:28:38,262 --> 00:28:40,922
I mean, yeah, I mean, there's definitely a good use case for it there for sure.

358
00:28:40,922 --> 00:28:42,762
Yeah, it gets very cold.

359
00:28:42,902 --> 00:28:45,982
know, putting chargers in the Upper Peninsula is a feat in and of itself.

360
00:28:45,982 --> 00:28:51,142
And luckily, again, amazing public-private partnerships that are doing really innovative
things.

361
00:28:51,318 --> 00:28:56,242
Polaris partnered with the state of Michigan to do an off-road electric vehicle charging
route.

362
00:28:56,242 --> 00:29:07,120
So you can take a Polaris electric side-by-side off-road, charge it in the middle of the
woods with battery and solar powered chargers, and, you know, do a whole day trip in an

363
00:29:07,120 --> 00:29:08,652
electric off-road vehicle.

364
00:29:08,652 --> 00:29:17,479
And so there's a lot of exciting things happening, but much more interest in deploying
rural chargers at scale, I think, is needed.

365
00:29:17,880 --> 00:29:20,780
I want to piggyback on what you just said there, Jane, because I

366
00:29:20,780 --> 00:29:30,505
We've been talking a lot about on-road fleet, you thinking about the whole industry, I
think, and we've already seen it, the off-road at ports, electrifying ports.

367
00:29:30,505 --> 00:29:39,260
We all know that there's big numbers out there right now in terms of investments made in
the clean ports program, which CalSTART, we're really excited to be working on.

368
00:29:39,520 --> 00:29:47,885
There are also in kind of inside the gates, manufacturing, you've got your movers, you've
got your tugs.

369
00:29:47,885 --> 00:29:50,426
Those are, people often think they can,

370
00:29:51,390 --> 00:29:54,792
I want to talk long haul, over the road, big trucks.

371
00:29:54,792 --> 00:30:03,167
No, there's so many opportunities to diversify the way that we are doing electrification
besides just trucks.

372
00:30:03,167 --> 00:30:13,132
And I do want to actually, you guys talked a little bit about the light duty side, but
we're focusing a lot too on how do you deploy on the medium and heavy duty side for more

373
00:30:13,132 --> 00:30:19,936
of the building out that national electrification infrastructure to start getting
regional.

374
00:30:19,956 --> 00:30:25,169
and longer distance freight planning in place.

375
00:30:25,169 --> 00:30:35,874
And I think this is one thing where, you know, having the states talk among themselves, we
facilitate a project for the I-95 corridor from New Jersey down to Georgia.

376
00:30:35,874 --> 00:30:41,658
having the states start to talk about, hey, here's where we think we want to have hubs.

377
00:30:41,658 --> 00:30:43,889
This is how we think we want to have hubs.

378
00:30:43,889 --> 00:30:46,691
And then go to the industry and say, hey, we're talking about this.

379
00:30:46,691 --> 00:30:49,270
How does this line up with the way that you are going to charge?

380
00:30:49,270 --> 00:30:53,694
the business side of freight and moving people and moving things.

381
00:30:53,694 --> 00:31:03,542
So think that's another place where states can partner among themselves and then bring in
industry to help figure out how we're going to build this out in the next five to 10

382
00:31:03,542 --> 00:31:04,362
years.

383
00:31:04,603 --> 00:31:07,488
Yeah, I think that's a really everything.

384
00:31:07,488 --> 00:31:09,968
Once again, everything you guys have said, I agree with.

385
00:31:09,968 --> 00:31:10,728
Go figure.

386
00:31:10,728 --> 00:31:17,676
But what's really interesting about I think there's there was a lot of perceptions and
kind of conversations around

387
00:31:17,676 --> 00:31:19,388
how to electrify things.

388
00:31:19,388 --> 00:31:21,219
And then they kind of just start moving forward.

389
00:31:21,219 --> 00:31:27,280
And you go back only about five years ago, there weren't really even EV pickups.

390
00:31:27,280 --> 00:31:29,656
You have like EV sedans and maybe one or two crossovers.

391
00:31:29,656 --> 00:31:30,617
Now we have pickups.

392
00:31:30,617 --> 00:31:34,120
There's so many other things that are actually now coming to market.

393
00:31:34,120 --> 00:31:41,226
And I do think there's a lot of potential for a lot of these industries to kind of take a
step back again and say, well, maybe now is actually the time that we can really start

394
00:31:41,226 --> 00:31:43,608
moving these fleets to electrification.

395
00:31:43,889 --> 00:31:45,729
I think one...

396
00:31:45,729 --> 00:31:58,195
The final thing I just want to kind of talk with and ask the panel is, let's get looking
forward with the things that we've seen already change so quickly and where things, mean,

397
00:31:58,195 --> 00:32:04,517
the class A trucks, that's probably the biggest, hardest use case, is still going electric
a little slowly.

398
00:32:04,718 --> 00:32:14,652
I mean, they are a really fascinating part because they the chicken and the egg of, well,
you could build these trucks, but there's no charging infrastructure for them just yet.

399
00:32:14,690 --> 00:32:15,910
These companies are doing that.

400
00:32:15,910 --> 00:32:22,570
I think for me personally, that's one of the interesting like kind of gaps still in the
industry that is being solved.

401
00:32:22,570 --> 00:32:26,970
And it's probably still another five or so years out before it's like really fleshed out.

402
00:32:26,970 --> 00:32:29,590
But that's one of the areas I think is really fascinating.

403
00:32:29,590 --> 00:32:37,990
I'd be curious just to hear from each one on the panel, like looking for what are some of
those areas that you think are really cool or have this kind of potential that's almost

404
00:32:37,990 --> 00:32:40,790
there or just what you're most excited about.

405
00:32:41,830 --> 00:32:43,226
You know, like

406
00:32:43,490 --> 00:32:52,650
An example of Class A trucks or certainly high medium duty trucks that I think is really
right for conversion is garbage trucks.

407
00:32:52,810 --> 00:33:01,390
Garbage trucks go out in the morning, do their route, they're done, and then they have the
nighttime to charge and there's lots of good capacity at night.

408
00:33:01,390 --> 00:33:05,130
And so I think that'll be the next one after light duty.

409
00:33:05,130 --> 00:33:07,190
That is a good point, yeah.

410
00:33:07,210 --> 00:33:08,870
And school buses would be another one.

411
00:33:09,834 --> 00:33:11,285
In many ways, it's already there.

412
00:33:11,285 --> 00:33:17,679
Refuse started using CNG decades ago, so they have the experience of being able to do
that.

413
00:33:17,679 --> 00:33:20,220
I'm just, because I took the mic and I'll get right back to the hookup.

414
00:33:20,220 --> 00:33:25,088
I'm actually most excited in what Tom is working on and looking at how you can...

415
00:33:25,088 --> 00:33:26,103
Good point.

416
00:33:26,143 --> 00:33:29,865
You really bring in the ability to have resiliency.

417
00:33:29,865 --> 00:33:36,229
You're looking at on-site opportunities for demand shift, demand peak.

418
00:33:36,229 --> 00:33:38,474
And we talk about managed charging.

419
00:33:38,474 --> 00:33:39,295
microgrids.

420
00:33:39,295 --> 00:33:41,746
think I'm really excited about that space.

421
00:33:41,746 --> 00:33:44,518
We have some folks on the team that are working on it.

422
00:33:44,518 --> 00:33:50,681
You mentioned Megawatt, MCS, the working group and what they're doing with SAE to get the
standards out.

423
00:33:50,681 --> 00:33:52,542
I think that's going to be crucial.

424
00:33:52,542 --> 00:33:54,654
I think that is something, you know, right now people...

425
00:33:54,654 --> 00:33:57,956
It's still early, but it's finally kind of getting to the point now that it can be
implemented.

426
00:33:57,956 --> 00:34:05,772
Yeah, because you know, you don't know how materials and elements are going to react when
you're hitting with such high dosage, right?

427
00:34:05,772 --> 00:34:07,553
So you want to make sure the standards are in place.

428
00:34:07,553 --> 00:34:11,686
And I think once we start getting there, it's the same with inductive EV charging.

429
00:34:11,686 --> 00:34:16,410
Like getting to the point where you're starting to have standards in place, the industry
can fall behind.

430
00:34:16,410 --> 00:34:18,391
Now we know what the equipment looks like.

431
00:34:18,391 --> 00:34:23,394
Now we know how to start incentivizing, how to go to states for regs.

432
00:34:24,556 --> 00:34:30,620
those kinds of the things that we need them to happen faster so that we can continue to
accelerate.

433
00:34:30,620 --> 00:34:34,182
But what Tom is working on, I'm really, really excited about.

434
00:34:35,574 --> 00:34:36,594
Yeah, I agree.

435
00:34:36,594 --> 00:34:41,676
think there's so much in new technology that's being proven out right now.

436
00:34:41,676 --> 00:34:50,599
We're seeing EV chargers powered by batteries and solar or maybe powered by a propane tank
or a hydrogen tank.

437
00:34:50,599 --> 00:34:59,241
And how do we continue to blur the line between what's been traditionally the mobility
industry and what's been traditionally the energy industry?

438
00:34:59,241 --> 00:35:01,996
There used to be a bright line there and it's increasingly

439
00:35:01,996 --> 00:35:06,607
foggy as these two industries interplay and have a lot of value to each other.

440
00:35:06,607 --> 00:35:17,010
So I'm not, I don't have one technology that I'm really bullish on right now, but I think
the next one to two years, we're going to really see some of this being proven out and

441
00:35:17,010 --> 00:35:18,650
continue to get more sophisticated.

442
00:35:18,650 --> 00:35:24,512
And I'm really excited as we kind of navigate through this messy middle in the adoption
curve.

443
00:35:24,866 --> 00:35:28,133
Thank you for that plug, Stacey, because I really agree with your point.

444
00:35:28,133 --> 00:35:32,014
know, managed charging is absolutely a prerequisite.

445
00:35:32,052 --> 00:35:35,233
and you can get so much more energy from the grid by managing it.

446
00:35:35,233 --> 00:35:38,445
And resiliency is really important as well.

447
00:35:38,445 --> 00:35:47,278
Police stations won't convert their vehicles or fire stations won't convert their vehicles
if they don't have a resilient solution because they're worried what happens in an

448
00:35:47,278 --> 00:35:48,599
emergency if it gets out.

449
00:35:48,599 --> 00:35:51,110
So a lot of opportunities for resilience.

450
00:35:51,110 --> 00:35:52,321
I might change my choice.

451
00:35:52,321 --> 00:35:53,501
I think I'm stealing Stacey's.

452
00:35:53,501 --> 00:35:54,632
That's a pretty good one.

453
00:35:54,632 --> 00:35:57,277
The only advantage is you see a big truck going down the road.

454
00:35:57,277 --> 00:36:00,876
A lot of people I don't think always think and see about the micro grid.

455
00:36:00,876 --> 00:36:01,926
But I totally agree with you.

456
00:36:01,926 --> 00:36:03,748
It does unlock a lot of really cool stuff.

457
00:36:03,748 --> 00:36:08,270
So I just want to say Tom, Jane, and Stacey, thank you so much for the panel today.

458
00:36:08,270 --> 00:36:15,584
For those listening, since it is recorded as well, what's the best way to find out more
about you and connect with some of the projects you're working on?

459
00:36:15,584 --> 00:36:20,416
Yeah, paired power, P-A-I-R-E-D power.com.

460
00:36:21,366 --> 00:36:25,619
You can find Clean Fuels Michigan at cleanfuelsmichigan.org.

461
00:36:26,560 --> 00:36:30,222
And CalSTART is calstart.org.

462
00:36:30,222 --> 00:36:30,914
Love it.

463
00:36:30,914 --> 00:36:32,261
Thank you so much.

464
00:36:32,450 --> 00:36:32,904
Thank you.

465
00:36:32,904 --> 00:36:33,257
Thank you.

466
00:36:38,382 --> 00:36:44,647
Thanks for tuning in and that wraps up our special episode recorded live from the electric
vehicle charging summit and expo in Las Vegas.

467
00:36:44,647 --> 00:36:54,804
Huge thanks again to our panelists, Tom McCalmont of Paired Power, Jane McCurry from Clean
Fuels Michigan, and Stacy Simms from CalSTART for sharing their insights on public-private

468
00:36:54,804 --> 00:36:59,848
partnerships, state-level momentum, and the future of electric vehicle infrastructure.

469
00:36:59,848 --> 00:37:06,353
If you found this conversation valuable, please take a moment to share this episode with
someone else who's curious about the future of clean transportation.

470
00:37:06,353 --> 00:37:09,525
And while you're at it, leave us a quick review on your podcast app.

471
00:37:09,525 --> 00:37:12,487
It really helps more people discover grid connections.

472
00:37:12,487 --> 00:37:19,945
Plus, don't forget to check out the official launch of Grid Connections Consulting, your
new go-to partner for EV strategy, messaging, and fleet electrification.

473
00:37:19,945 --> 00:37:24,088
Want even more insights from the front lines of the electric vehicle transition?

474
00:37:24,088 --> 00:37:27,011
Subscribe to our newsletter using the link in the show notes.

475
00:37:27,011 --> 00:37:30,403
Until next week, this is The Grid Connections Podcast, signing off.