EVs Need To Be Charged

Part and parcel with EVs is that they need to be charged.

From Real Clear Investigations:

“California is at the vanguard of the nation’s EV transition, with more than 1 million electric vehicles among the state’s 31-million-plus registered vehicles, and EVs accounting for about 25% of new car sales in the second quarter.”

This sounds pretty good for the future of EVs, however there are a few practical problems as EVs need to be charged.

In California, which is slated to ban sales of new gasoline-powered cars in just 12 years, government estimates indicate the state may need to install at least 20 electric chargers for every gas pump now in service to create a reliable, seamless network. California now has about 11,000 gas stations, convenience stores, and other businesses that sell gasoline, which roughly converts to about 110,000 individual gas nozzles, according to an estimate by Jeff Lenard, vice president of Strategic Industry Initiatives at the National Association of Convenience Stores. That means the transition from fossil fuels to electrons will require California to install at least 20 EV charging ports for every gas nozzle by 2035.

According to my calculations … 20 x 110,000 = 2,420,000 charging stations! … another practical problem.

Despite California’s massive infrastructure investment, now totaling nearly 94,000 public chargers, the state has fallen behind its goal of 250,000 public chargers by 2025 – and potentially 10 times that number by 2035, when the ban on new gasoline-powered cars takes effect. 

California has plenty of sunshine, and consequently there are many, many solar rooftop panels. However practically speaking these solar panels are for the most part restricted to the homes of the more affluent. And this leads to another practical problem. Namely, a “net zero” society inherently favors the haves over the have-nots. Renters and low-income families aren’t as likely to own private chargers, and electricity purchased from public chargers can cost five to 10 times as much as charging privately in a garage at home. To avoid penalizing the little guy, federal EV mandates require that 40% of benefits pay for public chargers in disadvantaged areas, while California requires that at least half go to such “equity” communities, where relatively few people currently drive EVs.

If the power for the EVs is not coming from solar rooftop panels, it most come from public charging stations. According to a California Energy Commission assessment, California will need more than 2.4 million public chargers to accommodate about 15.5 million electric cars, trucks, and buses by 2035. That breaks down to 2.11 million chargers (including 83,000 fast chargers) to support 15.2 million electric cars, as well as 256,000 depot chargers and 8,500 public chargers for 377,000 trucks and buses.

The sheer scale of a charging infrastructure means recruiting retailers and businesses to install and maintain chargers that are expected to lose money in the near future, with some likely to be written off as economic losses.

Massive public subsidies will be a crucial part of this effort because private industry is not willing to take the financial risks of betting on an uncertain future. Government subsidies mean complying with recordkeeping and reporting mandates and making sure chargers are online 97% of the time, while bearing the financial risk of vandalism, mechanical malfunctions, daily fluctuations in electricity pricing, and cashflow unpredictability.

Another issue with charging stations is, “how often do they not work?” Perhaps, another practical problem.

A University of California, Berkeley, study last year found similar results: only 72.5% of chargers in the Bay Area were functional. A newspaper columnist in California described the charging experience as miserable. “The misery was meted out in several ways,” he documented. “Charging stations were hard to find. Maps that locate stations were not reliable. Paying for a charge with a credit card often proved troublesome, sometimes impossible. Worst of all, way too many chargers were broken or otherwise out of order.”

12/26/23