Expanding Fast	Charging
Forth	– Seattle	Impact	Hub
November	9,	2017
Terry	O’Day
Terry.ODay@EVgo.com
Freedom Stations
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
900,000
1,000,000
0
200
400
600
800
1,000
1,200
2012 2013 2014 2015 2016 2017
Fast Charging Locations and Sessions
total chargers total sites sessions
NETWORK GROWTH
• Average of 10 sessions per site per day at 244 sites statewide
• As many as 70 sessions per site per day (Lucky Fremont, 18 sessions/charger)
Existing EVgo Stations
Forth EVIPP Locations
VW DIESEL SETTLEMENT
$17 billion nationwide
$2.0 Billion to Electrify America
Intercity / Interstate
$2.9 Billion to Environmental
Mitigation Trust (EMT) for State
Programs
States can allocate a maximum
of 15% to EV Charging
28 states have shown
commitment or likelihood to
commit the max 15%
Washington value $17 million
EMT covers 80% of construction
and installation of publicly
accessible stations
As of 0ctober, 2017
Next Generation - Fast Charge Network
Source: BNEF 8/16
• Multiple new capital funding sources – is it enough?
• Why do we need public fast charging
• Operating Costs are the NEW Chicken And Egg
• What should be learned from early investments and pilots?
• Owner Operator Model
• How can we ensure equity in distribution and cost of EV
charging?
• What is the growth model for infrastructure that leverages
the new investments?
SAMPLE NETWORK UTILIZATION
• Providing a network inherently
means that some sites will be high
utilization and some will be low
• Even the low utilization sites are
important
• TNC drivers have logged an as much as 50% of total sessions in the
Chicago market
• TNC sessions provide a steady increase in utilization while exposing more
people to EVs
• Some sites (Las Americas) in San Diego are experiencing a 100% increase
in utilization, with 50% of sessions from TNC drivers
EMERGING USE CASE IMPACT ON UTILIZATION
Load Balancing Utilization
EVgo Not-O/O Blink Not O/O Other
National Average DC Network
PlugScore
9.0 7.7 5.5 6.8 7.0
# DC Charging Sites - Los
Angeles
64 24 6 17 28
Average DC PlugScore - Los
Angeles
9.3 8.2 5.6 7.7 7.9
# DC Charging Sites - San
Francisco
52 19 30 8 10
Average DC PlugScore - San
Francisco
8.5 8.3 5.6 6.3 7.4
PlugScoreComparison
April	30,	2016
OWNER OPERATOR MODEL
DC Fast Charging
Operational Costs Breakdown
Electricity is only 40% of operational costs
Electricity
40%
Maintenance
Expenses
30%
Account
Related
Expenses
10%
Site
Related
Expenses
20%
Capital
Recovery?

Terry O'Day, Expaning Fast Charging, November 2017

  • 1.
  • 2.
  • 3.
    0 100,000 200,000 300,000 400,000 500,000 600,000 700,000 800,000 900,000 1,000,000 0 200 400 600 800 1,000 1,200 2012 2013 20142015 2016 2017 Fast Charging Locations and Sessions total chargers total sites sessions NETWORK GROWTH • Average of 10 sessions per site per day at 244 sites statewide • As many as 70 sessions per site per day (Lucky Fremont, 18 sessions/charger)
  • 4.
  • 5.
    VW DIESEL SETTLEMENT $17billion nationwide $2.0 Billion to Electrify America Intercity / Interstate $2.9 Billion to Environmental Mitigation Trust (EMT) for State Programs States can allocate a maximum of 15% to EV Charging 28 states have shown commitment or likelihood to commit the max 15% Washington value $17 million EMT covers 80% of construction and installation of publicly accessible stations As of 0ctober, 2017
  • 6.
    Next Generation -Fast Charge Network Source: BNEF 8/16 • Multiple new capital funding sources – is it enough? • Why do we need public fast charging • Operating Costs are the NEW Chicken And Egg • What should be learned from early investments and pilots? • Owner Operator Model • How can we ensure equity in distribution and cost of EV charging? • What is the growth model for infrastructure that leverages the new investments?
  • 7.
    SAMPLE NETWORK UTILIZATION •Providing a network inherently means that some sites will be high utilization and some will be low • Even the low utilization sites are important
  • 8.
    • TNC drivershave logged an as much as 50% of total sessions in the Chicago market • TNC sessions provide a steady increase in utilization while exposing more people to EVs • Some sites (Las Americas) in San Diego are experiencing a 100% increase in utilization, with 50% of sessions from TNC drivers EMERGING USE CASE IMPACT ON UTILIZATION
  • 9.
  • 10.
    EVgo Not-O/O BlinkNot O/O Other National Average DC Network PlugScore 9.0 7.7 5.5 6.8 7.0 # DC Charging Sites - Los Angeles 64 24 6 17 28 Average DC PlugScore - Los Angeles 9.3 8.2 5.6 7.7 7.9 # DC Charging Sites - San Francisco 52 19 30 8 10 Average DC PlugScore - San Francisco 8.5 8.3 5.6 6.3 7.4 PlugScoreComparison April 30, 2016 OWNER OPERATOR MODEL
  • 11.
    DC Fast Charging OperationalCosts Breakdown Electricity is only 40% of operational costs Electricity 40% Maintenance Expenses 30% Account Related Expenses 10% Site Related Expenses 20% Capital Recovery?