Thesis
Author: Freeman LewinEvents
Our read
Our read
US trade press says EV charger buildout is not keeping pace with demand, Romania's network expands fast while utilisation stays low, Hawaiian Electric reports charging use climbing, and China's holiday charging energy jumped 49% into a peak-load highway grid. None is a stall-count story: the scarce variable is metered energy delivered per stall per hour of uptime, which registrations and charger counts miss. Falsified if kWh per stall is flat or falling where stalls are added, or if the US shortfall proves to be permitting and grid make-ready rather than energy throughput.
EV charging network operator OCPP telemetry data API enterprise
A network growing quickly while utilisation stays low is the mechanism's falsifier sitting in the open: expansion headlines measure capex, not service, and only metered kWh per stall separates building from selling energy.
earnings-language deltanews.google.com
The US trade press stating the constraint is throughput rather than charger count is the claim in plain words: infrastructure that fails when used is precisely the gap between stalls counted and kilowatt-hours delivered, which a stall-count series cannot see.
guidance-language deltanews.google.com
A 49% holiday energy surge against a peak-load highway grid shows the binding limit is simultaneous kilowatts on one feeder at a rest area, so corridor-level session and load data price expansion well before vehicle sales do.
channel-check divergencenews.google.com
A utility, not an automaker, reporting charging growth is a metered demand read on an isolated grid: the same delivered-kWh variable the buildout stories never measure, and the one that decides whether a stall repays its make-ready cost.
channel-check divergencehawaiinewsnow.com
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[withheld] — Operational EV charging network telemetry and diagnostics data: OCPP traffic and CMS API data ingested across charger networks, including per-charger health scores, fault/root-cause classifications (grid/charger/vehicle), session-failure state-machine data, uptime/SLA (session-success) metrics, and revenue anomaly ([withheld] delivered vs. billed) data — aggregated across its Charger360 CMS and Charger Intelligence Layer customer base.. 51 employees; provides charging hardware, CMS, and intelligence-layer software to charge point operators; exact number of chargers/networks monitored not d…
[withheld] — Multi-tenant EV charging network operational data via [withheld]'s unified CPMS/eMSP/OCPI API: OCPP control-plane events, driver billing/session identity data, OCPI roaming records (locations, tariffs, sessions, CDRs), and dashboard KPIs (revenue, energy, sessions, uptime, SLA) aggregated across charge point operator customers using the platform.. 3 employees; early-stage API platform; number of charge point operator customers/network size not disclosed.. Use cases: Charging network revenue/energy/session benchmarking, cross-network uptime/SLA analysis, roaming CDR market intellige…
[withheld] — Pan-European EV charging roaming and interoperability data: cross-network charging-session transactions, CPO/eMSP connectivity data, real-time charge-point status feeds, pricing/tariff data, and market assessment/competitor analysis aggregated across its roaming hub connecting charge point operators (CPOs) and e-mobility service providers (eMSPs) throughout Europe.. ~63 employees; connects a significant share of Europe's charge point operators and e-mobility service providers through its roaming hub; ~$6.5M revenue range.. Use cases: EV charging market intelligence, cross-border inte…
[withheld] — North American EV charging roaming and interoperability data via [withheld]'s Passport Hub: cross-network roaming session transactions, Plug & Charge authentication events, and port/location connectivity data across 490+ live roaming connections and ~15,000+ newly added public charging ports (via EV Connect/Hubject partnerships).. 49 employees; Passport Hub connects 490+ live roaming connections and ~15,000 newly added public charging ports (per the EV Connect partnership, May 2025).. Use cases: EV charging network benchmarking, roaming/interoperability market…
[withheld] — UK electricity distribution network data: network planning, capacity, usage, and infrastructure data (including EV charging connection/curtailment data via the Connections Lab) collected and maintained by UKPN's DSO Data team across its distribution territory (London, South East, East of England).. 6,000+ employees; ~$3.2B revenue range; serves 8M+ customers across London, South East, and East of England.. Use cases: Grid capacity planning, flexibility-market analysis, EV charging connection curtailment-risk assessment, distributed energy resource (DER) integr…
[withheld] — Transportation electrification planning data: EV charging station availability/usage patterns, EV counts and 5-year projections by service territory, time-of-use (TOU) pilot and home-charging pilot cost/usage data submitted as part of PGE's state-mandated Transportation Electrification Plan.. Statewide Oregon TE planning covering PGE's full service territory (~900K customers); program scope spans EV counts, charging infrastructure, and multi-yea…
[withheld] — UK public EV charging network data: charging-session records (socket-level usage, duration, energy delivered) across 5,500+ installed sockets and 800+ locations, driver app usage/journey data (new 2024 charging app), AI site-selection model inputs (60-factor location scoring), and network health/monitoring telemetry.. 120 employees; ~$19M revenue range; 5,516 charging sockets across 800+ UK locations as of end-2023, with major multi-thousand-charger contracts in Surrey and South Tyneside.. Use cases: EV charging infrastructure planning, urban/local-authority mobility policy a…
[withheld] — UK public EV charging infrastructure dataset: live and historical charge-point locations, status/availability, charging-session volumes, and power-band/network breakdowns aggregated across 50+ charge point operator (CPO) networks, powering [withheld]'s EV charging insights and B2B API ([withheld] Spark).. 1M+ app users; 124,738 charging devices across 48,298 UK locations tracked (per article); over 1 million EV charging sessions analyzed monthly.. Use cases: EV infrastructure planning, charge-point demand forecasting, local-authority/government funding allocation (e.g., LEVI fu…
[withheld] — EV charging infrastructure utilization and make-ready program data from FPL's EVolution pilot (public, residential, and fleet charging session/tariff data) disclosed via regulatory filings to the Florida Public Service Commission.. FPL serves ~5.8M customer accounts across Florida; EVolution program targeted 1,000+ public charging ports with FPL forecasting EVs in its territory to surpass 1,000,000 by 2030 (per filing).. Use cases: EV adoption forecasting, charging-infrastructure planning, utility load/grid planning, EV behavior and tariff-response analys…