Charging Forward

In cooperation with PwC and Strategy&, Mobility46 presents the webinar "Charging Forward" – a look at trends, developments, and challenges in the EV charging market.

Speakers

Steven Van Arsdale
Steven is Autofacts Lead Analyst at PwC in Frankfurt am Main, Germany, leading the German Autofacts team. He possesses more than 5 years of work experience in analysis, consulting, and directly at an OEM. Steven holds a Bachelor of Business Administration in Automotive Marketing and Management from Northwood University in Midland, Michigan, USA. He also holds a Master of Arts in Automotive Management from Nürtingen-Geislingen University in Geislingen an der Steige, Germany.

Milos Lørup Bartosek
Milos is Director at Strategy& in Norway, PwC’s strategy consulting arm, and has more than 10 years of strategy and transaction advisory experience advising corporate as well as financial investor clients across the EMEA region. He is one of the co-authors of the annual Strategy& E-readiness study and Digital Auto Reports. Milos is an expert on energy transformation with focus on new energy solutions combining renewable generation, storage, and offtake sources (EVs / smart mobility), both in-front and behind the meter, powered by smart services and technology. Milos holds an MA in Economics and Finance from Heriot-Watt University in Edinburgh, United Kingdom and is a Chartered Financial Analyst (CFA).

Johannes Asp
Johannes is CEO and co-founder of Swedish SaaS company Mobility46, a leading tech company in business systems for digitizing parking, EV charging, and mobility. With more than 10 years of experience in business development in parking, EV charging, and mobility, Johannes is a highly valued speaker and industry advisor. He was a keynote speaker at The European EV Charging Summit in Rotterdam and has participated in several industry conferences and podcasts over the years. Johannes holds a Master of Laws (LL.M.) from Stockholm University and is a Chartered Alternative Investment Analyst (CAIA).

Time stamps

00:01:30 – Agenda

00:02:45 – Introductions and background

00:07:58 – Terminology walk-through

00:12:13 – Context for the automotive industry and EV charging
What does the charging ecosystem look like? Who are the stakeholders and how do they depend on each other? How does M&A impact the market? How do regulatory pushes meet commercial commitments?

00:18:58 – The current state of the EV market
Some of the latest statistics on EV sales in local, European, and international markets. How have removed or altered subsidies impacted adoption across different markets? What adoption rates do we see? When is the right time to enter the EV market?

00:29:43 – The EV charging value chain
Which are the six main value pools in the EV charging value chain? Which players are generally global vs. local, and how does that affect the value chain? What dependencies exist? How can different players tap into and profit from different parts of the value chain? What financial risks are there, and who should take them on? How should EV charging be priced?

00:44:50 – Sweden vs. Norway vs. Germany
Where are we now, what trends are emerging, and what challenges do we face across different EV charging markets? Where do people need or expect charging to take place? What is the best way to offer charging in different markets? How do you maximize grid capacity and cost efficiency?

01:03:30 – Utilization of charging infrastructure
What is the estimated long-term split of charged kWh between public fast charging and private slow charging across different markets?

01:10:04 – Pricing levels
What is the estimated long-term price per kWh for public fast charging vs. private slow charging?

01:14:48 – Resources and deep-dive reports

For more information, please contact the speakers on LinkedIn or send an email to info@mobility46.se.

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