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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding

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From: elmatador7/13/2021 3:46:38 AM
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gg cox

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“VW expects that a third of its European sales will be electric by 2025, rising to 70% by the end of the decade.” via @FT

Do you see charging infrastructure deployment being sped up to satisfy such demand?
Distribution of electricity is going to change.

From substation to Mobile Sites.
Substations cover a certain area. Same as a mobile sites owned by tower companies -eager to find new revenue streams for their sites) will deploy distributed storage to supply the neighborhoods' cars.

Virtual Bateries
Residents within a given neighborhoods, will sell excess electricity generated on their premises to the tower companies. Tower companies become Virtual Batteries companies.

At today's battery prices, residential producers are better off selling their energy to the grid rather than store it at home.

If tower companies (the likes of American Tower Corp.,Crown Castle Int'l Corp SBA Communications act as Virtual Batteries leveraging their mobile sites they can purchase the electricity residential surplus to deploy recharging stations.

The present substations supplying that grid could then be adapted over time.


Gas Stations should smart up too.
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