David Alspaugh’s Post

Excellent illustration for how the climate economy presents both a strategic opportunity and a threat. For businesses that are thoughtful about how they can re-imagine their corporate assets, they may be able to tap into new value pools (e.g., real estate assets as a EV charging network), while others will need to think about new competitive entrants and shrinking value pools (e.g., downstream fuel retail). To build strategic advantage and resiliency, companies need to think beyond "climate" as a target. Rather, they need to ask, "how can we do well by doing good? And if we don't, what may come of us?"

Tesla slashing its Supercharger business is a massive momentum swing for the real estate industry's tug-of-war with the gas station industry. Tesla's Supercharger network suffered from a "functional fixedness" for the old way of doing things -- the gas station mindset. Gas stations are something you go to. They are something out in the world, along the way. It's a stop. Today, 80% of EV charging happens at home. Why not!? It's more convenient. Passive charging is the future, and it's an opportunity for the real estate industry to literally become the gas station industry for personal vehicles. For the charging that does not happen at home + fleet charging, Tesla's exit leaves space for non-Tesla developments...another real estate opportunity. #EVs

I was wondering why Elon slashed his whole staff from its super charger business. 🤔 Though this is an interesting perspective, it still leaves big gaps for those who live in big cities or neighbourhoods, where passive charging is not an option. It is not just Tesla, but other EV owners including Ford & GM will also be impacted. We can see companies jumping in to fill these gaps, especially given the standardization of charging outlets.

This is false on two accounts. The original story states that "80% of EV charging [is done] at home" which can be directly tied to the reasoning that there aren't enough stations in mass transit areas. Then use this as a sales spin when trying to push a narrative.  The second spin is by Level 2; this is also false. Dovetailing into an already false first narrative - this is buying into the same "at-home" solutions as Account#1. EV energy supply location or their logistics and where they should be located is irrelevant. Look at any small town that has competing gas stations on the same corner. This is a concocting 1950s sales talk with 2000s evolution. Energy; whether gas or electric will be demanded by individuals seeking fun trips, escapes, or the need to get away. These above accounts are false for any person seeking the use of their "CapEx" investment in a vehicle for travel is absurd. Better and more supply of energy in any form in high transit areas with competitive pricing will win the market. Let's stop twisting ourselves in knots for something that has already been established for decades.

“ 'So there is really no need for #Tesla to spend money on what is fundamentally a low-margin commodity business: selling #electricity to #drivers,' Molchanov said. 'If everything at Tesla were going perfectly, these additional expenses would not be a big deal. But given that Musk is aggressively trying to cut costs at the company, the #Supercharger division is a logical area to look at.' " #electricvehicles #EV #grid #transportation #electrification #evcharging #evse https://lnkd.in/eAHkeD4U

I look forward to Tesla Energy coming to the UK. They have launched unlimited charging at a fix cost in the US. I hear they have required BSC licenses for the UK as well.. I feel they not only think more holistically about vehicle ownership and energy, but the way they structure their ecosystem benefits is interesting to observe #ev #netzero #innovation

bp's move to buy Tesla's #ChargingInfrastructure and shortcut the EVgo and ChargePoint public EV fast-charging network market shares could explain Musk's hasty decision to let go of its legendary #superchargers. Yes, I know, the words Musk and hasty go hand-in-hand 😆 #EV #EVs #electricvehicles #charging #energy #infrastructure https://lnkd.in/eRk56ZaD

I’ve heard a lot of buzz about perceived problems with Tesla supercharging the past few days. It’s been coming from Tesla owners, non-Tesla owners, utilities, and it’s being fueled by the mainstream news media. To clear things up, your U.S. power grid and home charging is 99.95% reliable (or better) in most jurisdictions. Superchargers are as reliable at 99.95% up time. I can’t say the same for gas stations or non-Tesla superchargers / fast chargers. Thank you electric utilities for keeping our electric grid and diversified generation mix reliable. Thank you Tesla for producing reliable cars and chargers.

In a prevailing shift of the sands, Tesla has recently inked an agreement with its second petrol station operator, paving the way for the electric vehicle titan to sell its Supercharger systems directly. As showcased on Electrek (https://lnkd.in/gJ9mHH2b), this partnership exemplifies Tesla's relentless pursuit of sustainability, working hand in hand with erstwhile competitors to proactively promote the e-mobility industry. Cognisant of the environmental exigencies of our era, this innovative collaboration—at once transformative and synergistic—accentuates the importance of proactively traversing the proverbial bridge between historic and contemporary modes of transportation. Additionally, it reinforces Tesla's position as a forerunner in the realm of electric transportation, extolling the myriad virtues of its sophisticated vehicles. As ostensible champions of eco-consciousness, I cannot help but implore you to consider the advantages of obtaining a Tesla through my referral link (https://ts.la/kris88895). Not only will it afford you access to exceptional benefits and enticing savings, but it will propel you to the vanguard of transformative technology—for the betterment of our world and the stewardship of our ecosphere. #Tesla #ElectricVehicle #Supercharger #Sustainability Cambridge Dictionary defines American wordsmith as a skilled writer who is good at using words and grammar.

First Tritium, now Tesla... This post was meant to be optimistic - I recently enjoyed a long weekend touring 750km along the Great Ocean Road in a rental EV. Did I have range anxiety? YES (but no more than I would've had in an ICE vehicle). But with a bit of planning, this was an easy trip. I actually passed more EV chargers than petrol stations, and had some pretty good chats with locals... But the recent news around Tritium - and now also Tesla - is expected to slow the growth of charging networks, making it harder for EV drivers and slowing the energy transition. While the news is putting a spotlight on the commercial models and operations of charger manufacturers, we mustn't forget about the rest of the value chain - including the planning, connection arrangements and network charging (tariff design) of these assets. In a country as car dependent as Australia, there is a clear role for government to support the planning and delivery of this nation-building infrastructure and ensure the rollout doesn't stall - protecting consumers and ensuring ongoing access to this critical enabler of EVs. https://lnkd.in/gDTXv7Ya #EV #energy #energytransition