There are currently more than 160,000 EV chargers in the US. Here’s how many the auto industry data analysts at S&P Global Mobility think the US will need to install by 2030.
How many EV chargers the US has
S&P Global Mobility estimates that there are presently around 16,822 Tesla Superchargers and Tesla destination chargers in the US, along with 126,500 Level 2 and 20,431 Level 3 charging ports.
The number of charging ports increased more in 2022 than in the preceding three years combined, with about 54,000 Level 2 and 10,000 Level 3 chargers added during 2022.
S&P Global Mobility says registration data shows that there are 1.9 million EVs on US roads – 0.7% of the 281 million vehicles in operation – as of October 31, 2022.
New light-vehicle registration share for EVs reached 5.2% over the first 10 months of 2022, and rapid growth is going to happen, thanks to consumer demand, US government policy that incentivizes EV purchases like the Inflation Reduction Act, and increasing interest and investment from the financial sector.
How many EV chargers the US needs
EV market share for new vehicles is likely to reach 40% by 2030, at which point the total number of EVs in operation could reach 28.3 million, according to S&P Global Mobility forecasts.
The group expects that there will need to be about 700,000 Level 2 and 70,000 Level 3 chargers deployed, including both public and restricted-use facilities.
So in order to match the charging needs of all those EVs, the US will need to quadruple the number of EV chargers between 2022 and 2025, and grow more than eight-fold by 2030, even taking home charging into account, according to the analysts.
By 2027, the analysts expect that there will be a need for about 1.2 million Level 2 chargers and 109,000 Level 3 chargers deployed nationally.
And looking to 2030, with the assumption that there will be 28.3 million EVs on US roads, a total of around 2.13 million Level 2 and 172,000 Level 3 public chargers will be required, in addition to home EV chargers.
Where EV chargers are going
Demand and installation across the 50 states won’t be evenly distributed. Just 35 states have signed on for federal assistance under the Bipartisan Infrastructure Law, of which $7.5 billion will be spent on EV charging infrastructure. President Joe Biden has pledged that the federal government will pay for the installation of 500,000 chargers.
The four states with the highest number of EVs in operation and highest new-vehicle registrations traditionally are California, Florida, Texas, and New York.
Because these states all take a different approach to emissions reduction – that is, California and New York prioritize it and Florida and Texas don’t – S&P Global Mobility attributes this growth to the size of their markets.
California is in the lead by far, with nearly 37% of total EVs in operation and nearly 36% of total US light-vehicle EV registrations from Jan-Sept 2022.
Florida sits in a distant second with 7.4% of light-vehicle EV registrations and 6.9% of EVs in operation. Texas comes in at 5.8% of EVs in operation and 6.4% of EV light-vehicle registrations.
As an example of what is and what’s needed at the state level, Texas currently has about 5,600 Level 2 non-Tesla and 900 Level 3 chargers, but S&P Global Mobility forecasts that the Lone Star State will need around 87,500 Level 2 and 7,800 level 3 chargers to support the expected 1.1 million EVs in operation by 2027.
Eighty-five percent of Level 3 chargers and 89% of Level 2 chargers are currently located in the 384 US Metropolitan Statistical Areas (MSAs) as defined by the US Census Bureau. For Tesla owners, 82% of Tesla Superchargers and 83% of its destination chargers are in MSAs.
S&P Global Mobility analyst Ian McIlravey said:
The focus on urban areas follows where EVs are today, but distribution will need to be much wider as vehicles in operation grow, and consumers need to charge along their routes.
And Graham Evans, S&P Global Mobility research and analysis director, said:
For mass-market acceptance of BEVs to take hold, the recharging infrastructure must do more than keep pace with EV sales.
It must surprise and delight vehicle owners who will be new to electrification, so that the process seems seamless and perhaps even more convenient than their experience with gasoline refueling, with minimal compromise on the vehicle ownership experience.
Electrek’s Take
What the US really needs is an increase in the density of DC fast chargers, and the strategic location of said DC fast chargers in convenient, well-lit places.
It’s not useful to have hundreds of Level 2 chargers along an interstate. People who are road tripping need convenient fast chargers right off the road.
This is why Tesla Superchargers are great. Anyone who has used them on the New Jersey Turnpike, for example, knows what I’m talking about. You pull straight off, they’re in a conspicuous, well-lit area, and there’s food and restrooms right next to them. They’re safe and convenient. Within 20 minutes you’re back on the road.
Compare that to my two-hour road trip last week from Boston to Vermont in my VW ID.4. Logan Airport has 6.5 kW EV charging ports in the parking garage. They’re free, and that’s nice, but you’re not allowed to leave your car plugged in while you’re traveling.
What in the hell are you going to do with a 6.5 kW charging port at the airport? Sleep in your car after you return?
Airports really ought to provide each EV parking spot with a Level 1 outlet that you can just plug your car into while you travel. That would be a dream.
So I drove to Somerville, just a couple miles from Logan, to a set of three 150 kW Electrify America charging ports. I had to put my credit card into the kiosk to get into the parking garage where they were located. I had to search for them. They were isolated, near no bathrooms, and it was 10 p.m. It was far from an ideal experience. Rollout of new EV charging ports needs to correct this situation.
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With a massive, 240 ton payload and a host of new features, the first of Caterpillar’s next-generation CAT 793 XE Early Learner battery electric trucks has arrived at Newmont’s Cripple Creek and Victor (CC&V) mine in Teller County, Colorado.
“In less than two years, we went from retrofitting an existing piece of equipment at our proving ground to designing a ruggedized solution ready for validation at our customers’ sites,” explains Caterpillar Vice President, Brian Weller. “This was not a small change. Just about everything in the powertrain has been enhanced while still leveraging proven components of our Cat 793 model. With these changes, we still have learning to do with our customers in real-world applications.”
The next phase of Caterpillar’s Early Learner program will see the company attempt to integrate multiple electrified trucks at a single site with remote operators, validating the integration of a battery electric fleet with CAT’s existing autonomous and fleet management systems.
The Newmont gold mining operation has a long-standing “strategic alliance” with Caterpillar (signed in 2021) that aims to deliver a fully connected, automated, zero carbon emitting, end-to-end mining operation by 2050 while reducing downtime and operating costs.
Electrek’s Take
As I’ve said before, EVs and mining to together like peanut butter and jelly. In confined spaces, the carbon emissions and ear-splitting noise made by conventional, ICE-powered mining equipment can create dangerous circumstances that can lead to serious injuries (or worse), and that’s just going to make it even harder for a mining operation to keep people working and minerals coming out of the ground.
By working with companies like Caterpillar to prove that forward-looking electric equipment can do the job as well as well as (if not better than) their internal combustion counterparts, Newmont will go a long way towards converting what’s left of the ICE faithful.
Chinese electric truck maker JAC has shipped 100 MD electric trucks (cab and chassis) from Hefei, China to a single customer in Mexico, marking a major milestone in the commercial vehicle brand’s growing North American ambitions.
“We call on all interested parties to share the best international practices to contribute to a better development of electromobility and bring its benefits to all Mexican cities,” says Shirley Wagner, president of Mexico’s Electro Movilidad Asociación (EMA), a coalition of companies that includes Kia, Volvo, Tesla, JAC, and BYD that is working to help reduce Mexico’s vehicular carbon emissions by going “100% electric” by 2035. “We believe that those of us living in Mexico deserve cleaner air, and it is possible to achieve it if we work together to make previously made commitments a reality.”
JAC N55 electric truck
JAC Motors entered the Mexican market in 2012, and has built out a nationwide sales and service network there, earning enough local trust to support this single 100-unit order.
It doesn’t seem to matter if we’re talking about the low-end or the high-end of the EV market, the Chinese are there with solid products that seem poised to seriously challenge Western automakers in their home turf. The electric truck market seems to be no exception.
ALSET Auto doesn’t protect cars; it protects EVs. This year, the Tesla customization company expanded its services to include all EV owners and offers services such as tint, ceramic coatings, paint protection film (PPF), and colored wraps. As ALSET Auto’s business grows, the company is offering new franchise opportunities to help expand its services to EV owners in the US and Canada.
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Founded by EV owners for EV owners
ALSET Auto was founded in Portland, Oregon in 2018 by Phil Bunting and Marcus Brown after they each purchased Teslas and were dissatisfied with their experience in their search for viable exterior protection options.
I called a half dozen shops in my area and got the same runaround. They loved to disparage Tesla’s soft paint, but no one wanted to give me a firm price for paint protection over the phone,
recalls ALSET CEO, Phil Bunting:
They all wanted me to bring my Tesla into their shop first, refused to provide a firm estimate over the phone, and declined to list their all-in prices on their website. I remember thinking, if I can build, price, and purchase a $100,000 Model X on my iPhone in five minutes, why should getting my Tesla protected be any different?
Thus, the idea for ALSET (Tesla spelled backward) was born. The company envisioned offering customers an experience similar to buying a Tesla, where the price is transparent, and there is no upselling, bait-and-switch tactics, or pricing gimmicks. Instead of selling Tesla owners on the fear of what could happen to their EV’s unprotected paint, ALSET set out to build a lasting connection with customers based on a shared passion for the cars they love.
Over the past five years, ALSET Auto has quickly become a leading provider of paint protection and personalization services. Operating in 15 markets across North America, ALSET has protected and personalized more than 7,000 EVs.
Aside from Cybertruck wraps, ALSET Auto’s three core services appeal to the broader market of owners who are looking to protect, preserve and enhance the look of their EVs. The company forged a partnership with XPEL Inc. to offer its customers a suite of best-in-class protective film and coating options, which include:
ALSET Auto offers a suite of options to protect, preserve and personalize your EV
Tesla Cybertruck wraps have quickly become a significant portion of ALSET Auto’s expanding business. The company offers the largest selection of colored PPF in the industry with more than 250 options in gloss, matte, metallic, and color shifting. The company is currently wrapping about 100 Cybertrucks per month, with several locations wrapping as many as five per week. Bunting elaborated:
The demand for colored paint protection film in recent years has surged because most EVs are offered in limited colors. Unlike flimsy vinyl wraps, colored PPF offer durable protection, self- healing properties and longer warranty coverage. It is the best of both worlds for protection and aesthetics. For Cybertrucks, we are finding that it’s a matter of when their owners will purchase wraps, not if.
The company has received nearly 1,000 five-star reviews for offering highly specialized customer service along with an industry-leading, lifetime warranty. In addition, ALSET services are CARFAX certified so that all upgrades appear on CARFAX reports to increase resale value and assist in insurance claims.
Paint Protection Film (PPF) – This durable self-healing film is offered in a clear or matte finish and is most commonly applied to the entire car or the front impact zones which include the full hood, fenders, bumper and mirror caps. PPF protects the vehicle’s paint from unsightly rock chips, scratches and abrasions. In many instances, scratches in the film can be removed with heat from the sun or blowdryer, or by using hot water.
Nano Ceramic Coatings – When fully cured, ceramic coatings are up to three times harder than factory clear coat. ALSET Auto’s full interior and exterior ceramic package uses four different ceramic formulas which are applied to the paint and trim, wheels, windshield, as well as the interior. While these coatings are not intended to prevent rock chips, they help protect from light scratches and swirls, environmental contaminants, and etching from bug guts and bird droppings. They also make your EV extremely shiny and hydrophobic, which makes washing and maintenance a breeze.
Ceramic Window Film – Available in a variety of shades, ceramic window tint offers unrivaled heat rejection as well as protection from harmful UVA and UVB rays. It also provides a sleeker look and enhanced security and privacy. EVs with ceramic window tint can expect to get more range from their battery due to lower cabin temps and less use of their EV’s air conditioning.
ALSET Auto also participates in XPEL’s OEM referral programs, which include Tesla and Rivian.
ALSET Auto plans to award 12 new franchises in 2025
After successfully opening corporate locations in Portland and Seattle, ALSET Auto launched the company’s first franchise in 2021 in Dallas, Texas. In doing so, ALSET Auto completed a rigorous franchise registration process with iFranchise Group, Inc., an industry-leading consultancy group that has worked with Massage Envy, Denny’s, Vitamin Shoppe, Shelf Genie and other name brands.
Since then, ALSET Auto has expanded to 15 locations with several more franchises currently in the pipeline.
Locations:
Atlanta, GA
Austin, TX
Dallas, TX
Jacksonville, FL
Las Vegas, NV
Orange County, CA
Portland, OR
Raleigh, NC
Richmond, VA
San Diego, CA
Sacramento, CA (ALSET Affiliate)
Seattle, WA
Tampa, FL
Vancouver, BC, Canada
The average annual revenue for ALSET Auto locations open at least 12 months was $1 million in 2023, according to the company’s 2024 Franchise Disclosure Document (FDD).
ALSET Auto provides franchisees a wide range of ongoing support including training, site selection assistance, coaching, access to proprietary software systems, in-house marketing and advertising, vendor partnerships, and dealer programs. These services are critical to setting up news franchise operators for success.
Current ALSET franchisees joined the company without any prior experience in the industry. They come from various backgrounds, including the restaurant and entertainment industries, sales, technology, sports, and finance.
Ideal franchise candidates are EV owners and enthusiasts who are passionate about the booming EV market and seeking financial freedom and independence from a typical 9-to-5 job. Candidates should be well-capitalized, business-minded, passionate about the EV industry, and committed to actively working in their business.
To learn more about franchising with ALSET Auto and receive the company’s franchising e-brochure, visit their website here.
If you’re interested in learning more about their services, visit their retail site at www.alsetauto.com.
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