People walk through the hallways at Equinix Data Center in Ashburn, Virginia, on May 9, 2024.
Amanda Andrade-Rhoades | The Washington Post | Getty Images
Data center demand is not slowing down in the world’s largest market centered in northern Virginia, executives at Dominion Energy said Thursday.
Dominion provides electricity in Loudoun County, nicknamed “Data Center Alley” because it hosts the largest cluster of data centers in the world. The utility works closely with the Big Tech companies that are investing tens of billions of dollars in data centers as they train artificial intelligence models.
“We have not observed any evidence of slowing demand from data center customers across our service area,” Dominion’s chief financial officer, Steven Ridge, told analysts on the company’s first-quarter earnings call.
Wall Street has speculated that the tech sector might pull back investment in data centers as President Donald Trump‘s tariffs make it more difficult to source parts and raise the risk of a recession. The emergence of China’s DeepSeek AI lab sparked a sell-off of power stocks earlier this year as investors worried that its model is more energy efficient.
Dominion has 40 gigawatts of data center capacity in various stages of contracting, Ridge said. Data center customers have not paused spending on new projects in Dominion’s service area and they have not shown any concerns about economic uncertainty, Dominion CEO Robert Blue said.
“We’re seeing continued appetite for additional data center capacity in our service territory,” Blue said. “They want to go fast, they always want to go fast. That’s their business, that’s always been their business. We’ve been effective at serving them thus far. I don’t see any reason why that’s going to change in the future,” he said.
Executives with Amazon and Nvidia said last week at an energy conference in Oklahoma City that data center demand is not slowing. Dominion shares rose about 1% in Thursday trading as the utility maintained its full-year operating earnings guidance of $3.28 to $3.52 per share.
ACT Expo is North America’s premier clean truck and transport trade show – and for 2025 it was bigger than ever, with more exhibitors and more, more capable battery electric vehicles than ever. The downsides? NACFE have scored with their “messy middle” messaging, and the return of “clean diesel” talking points.
I’m talking about the phrase, “the messy middle,” which posits that, while we can all agree that electric vehicles and battery technology are the future, “we’re not quite there, yet.” The result is a series of observations that, while very timely in 2019, seem to disingenuously portray EVs as new technology today, while claiming that there are unanswered questions regarding battery costs and component longevity.
All that said, it’s catchy. Outside of NACFE’s booth or Shell’s panels I’ve heard the phrase “messy middle” repeated sincerely at least a dozen times over the last three days, and I have to admit that the alliterative lure of that particular little ear worm that, regardless of the sincerity of NACFE’s intent, is going to set the pace of EV adoption back at leastthe length of one Presidential term (give or take 100 days).
Moving on …
There was plenty of good stuff
Despite my ranting and raving against the whole “messy middle” messaging, there was an incredible amount of awesome, zero-emission, battery-powered goodness at this year’s ACT Expo. Too much, in fact, to jam into a single article (unless y’all like 5,000 word articles).
As such, I won’t even try.
Instead, I’ll use this post to give you a sneak peek at some of the stories I’ll be posting in the coming days, bringing you fully up to speed with all the latest and greatest new EVs, EREVs, and HFCEVs that commercial fleet buyers can place an order for today, and start putting the messy middle (and their backwards-looking competitors) behind them. So, check out the short list, below, then watch this space to see the links go live.
ACT 2025 News
Zenobe arrives in North America
Honda wants to sell you a fuel cell
Hyundai opens up about its hydrogen semi
ABB has figured out this whole charging deal
Windrose gets real, and Wen Han signs my truck
Volvo has the best deal going for commercial EVs
New Mack electric trucks are coming, and one is already here
The new autonomous terminal tractor from Kalmar is a next-level EV
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Minnesota just locked in a dozen new DC fast charging station sites along Interstates 90 and 94, defying Donald Trump’s suspension of the National Electric Vehicle Infrastructure (NEVI) program.
The Minnesota Department of Transportation announced the 12 new sites this week, backed by nearly $10 million in combined federal and state funding. About $4.5 million comes from the NEVI program, part of the Biden administration’s 2021 Infrastructure Investment and Jobs Act. Another $4.7 million will come directly from the state.
This is Minnesota’s second round of NEVI funding; the state announced the first NEVI funding round in July 2024. And while the Trump administration recently shut down the NEVI program nationwide, MnDOT says it’s pushing forward with its EV charging buildout.
“While we were disappointed to learn the Trump administration has chosen to suspend this program, this second round of grants demonstrates we are honoring our commitments and continue to evaluate all options for continuing this important work,” said MnDOT Commissioner Nancy Daubenberger.
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The 12 new charging sites will be located at:
Energy Hunters Minnesota – Barnesville
Francis Energy Charging – Fergus Falls
Love’s Travel Stops – Rockville
Kwik Trip – Lake Elmo
Francis Energy Charging – Luverne
Kwik Trip – Worthington
Francis Energy Charging – Jackson
Francis Energy Charging – Blue Earth
Kwik Trip – Albert Lea
Kwik Trip – Austin
Kwik Trip – Stewartville
Love’s Travel Stops – St. Charles
All 12 stations are being placed along federally designated Alternative Fuel Corridors. That means each location is within a mile of an interstate exit and spaced no more than 50 miles apart. They’ll each have at least four 150 kW DC fast chargers that run simultaneously, and they’ll be open to the public 24/7 without an entrance fee and be sited next to well-lit amenities such as restrooms, food, and beverages.
This will bring Minnesota’s NEVI-funded charging station sites to 24. MnDOT says it’s continuing to explore ways to expand the state’s EV infrastructure.
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Tesla is the only EV brand with a net negative brand perception, according to the Electric Vehicle Intelligence Report – and much of the negative shift has happened in the last 6 months.
The Electric Vehicle Intelligence Report (EVIR) surveyed 8,000 US consumers to ask them questions about electric vehicle purchasing decisions, both asking about brands and finding out what they value in an EV purchase.
The most notable result of the survey is that consumers had the most negative view of Tesla – and in fact, Tesla is the only brand in the survey which received a net negative brand image.
When asked whether they have a positive or negative view of Tesla, 32% said they have a “very” or “somewhat” positive view combined, but 39% said they have a “very” or “somewhat” negative view.
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This means Tesla has a -7% net score, behind even VinFast, which has a 0% net score (mostly because most surveyed hadn’t heard of the Vietnamese brand).
As for other brands, ironically, the top-ranked EV brand was Honda, a company that only sells one full BEV in the US, the Prologue (which people like and is selling great), which it didn’t even make itself, but rather made it in partnership with GM. Chevrolet scored well also, third place overall in brand perception.
The other EV startups (Lucid, Rivian, Polestar) did tend towards the bottom of the table, but this was largely because they had comparatively lower brand awareness, and thus their net positive numbers could not have been much higher (Lucid, for example, had 9% positive and 4% negative scores). Tesla, however, had both extremely high brand awareness and negative brand association. (But you have heard of me…)
Tesla’s score gets even worse when “view intensity” is taken into account, with people 13 points more likely to have a “very negative” view than a “very positive” one.
This negative brand perception persisted through all income brackets, regions and ages, with Tesla holding last place in each category.
In every category save one, when asked whether they would consider purchasing a Tesla, the most common answer was “would never consider.”
Tesla also ranked last in a comparison of various home EV charger brands and home battery brands, with more consumers saying they “would never consider” it.
Similar numbers appeared in a question about “brand trust,” where Tesla again had negative net trust, and a much higher “distrust a lot” score than its “trust a lot” score.
Tesla performed slightly better in perceptions of safety (second last) and family-friendliness (fourth from last), but did well in perceptions of luxury, holding fifth place overall out of eighteen brands.
According to this survey, the drop in Tesla brand perception has been quite recent. EVIR asked how views of Tesla had changed over the last 6 months. 46% said their opinion hadn’t changed, but a total of 38% of people had a “more” or “much more” negative perception, versus 16% who had a “more” or “much more” positive perception.
This, again, becomes more of a severe difference when you look at the most intense answers: 27% had a “much more negative” perception, while only 6% had a “much more positive” perception – a 4.5x difference.
Overall, over the last 6 months, there was only a +1% net change in consumers positive perceptions of EVs as a whole, so this drastic recent change was limited to Tesla, not other brands.
There was one piece of good news for Tesla, though: when asked which sort of public charging equipment consumers would most prefer, Tesla came out on top… except it also came out on top of the list that consumers would least prefer.
EVIR also asked what the factors driving consumers’ interest or disinterest in purchasing an EV.
Consumers recognized the benefits of EVs, with the top factors driving EV interest being gas savings, environment/climate change, and the ability to charge at home. Consumers who were already considering buying an EV found these to be more important factors than consumers who said they aren’t thinking about an EV yet.
Unfortunately, consumers also fell victim to the myths they’ve long been told about EVs. We’ve seen for a long time that consumers claim that range is one of their main concerns with EVs, despite that there are plenty of EVs available with way more range than you actually need.
In the EVIR, consumers ranked “length of range on a battery charge” as their top concern, even though EVs on average have enough range for a full week worth of driving from the average driver.
The second and fourth concerns, “availability of charging stations” and “I couldn’t charge at my residence” are much more pertinent. While it’s common for non-EV drivers not to recognize how many chargers are available, this is an area where the EV industry could definitely improve (I’ve long been on record saying that charger availability, especially for apartment dwellers and street parkers, is the only real problem with EVs – and that solving these problems will help people recognize that giant range numbers are not as necessary as they think).
You can check out the full Electric Vehicle Intelligence Report here.
Electrek’s Take
As we’ve been warning people about for quite some time now, Tesla CEO Elon Musk is doing his best to completely destroy Tesla’s brand.
As an EV publication, we have the same mission as Tesla – to advance sustainable transport. In order for that to happen, we obviously want the (formerly) largest EV company in the world to do its job the best it can.
The problem is, Musk doesn’t have that mission, and has been doing his best over the last year(s) to ruin Tesla’s brand perception with increasingly idiotic decisions, both in terms of his public advocacy and his work within Tesla.
This report shows the effect of the constant drumbeat of bad Tesla business moves and horrendous public behavior by the company’s CEO. The company’s employees, for the most part, are still working to try to make good electric vehicles, but Musk is spending the money he made from selling EVs to try to ruin EVs – something that the company itself had to call him out on in its quarterly report (and which the formerly-more-lucid Musk would have opposed just a few years ago before he forgot how climate change works).
We’re not sure what’s going to many any of them wake up to Musk’s destruction of the company, but this report is just one more data point showing how severe the situation has gotten.
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