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(英)e-モビリティ連載第2回:プライベート充電

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7月20日の記事から4回にわたってお送りしているe Mobility特集。第2回目はプライベート充電市場を深く掘り下げ、この分野のキープレイヤーや最近の動向を紹介します。

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eMobility: key business models and opportunities – private charging

In this second part of a four-articles series on eMobility, we will deep dive on the private charging market, introduce key players involved and recent trends in this area. Private charging market accounts for about 90% of the 200 million + CPs installed worldwide by 2030 and about 70% of EV electricity consumption.

The private charging market can be broken down into:

  1. Residential: homes, multifamily residences, and condominiums
  2. Fleets& workplaces: transport, logistics, corporates, and other fleet-related companies

Various players have entered this attractive market:

  • Power Utilities, oil majors and OEMs(Centrica, E.ON, Total, Shell, VW, BMW)
  • GAFA (Amazon) and consumer electronics manufacturers (Samsung, etc.), leveraging their reach to integrate EVs in their smart home platforms
  • Renewable energy power providers(Octopus, etc.)
  • Home solar and energy storage systems companies (SolarEdge, Sonnen, etc.)
  • Telematics companies especially focusing on fleet management (e.g. Geotab)
  • Start-ups providing charging-relatedHW, SW, and platforms (Zeplug, SWTCH, PlaceToplug, BookMyCharge, etc.)
  • Hardware manufacturers (e.g. Wallbox, etc.)
  • Smart charging operators (e.g. FlexCharging, Jedlix, etc.)

Residential:

This is a fragmented market with many players entering including SMEs (e.g. start-ups, local electric service companies) as well as very large companies (e.g. Electricity retailers, GAFAs). This market is primarily served by low-cost AC chargers with limited differentiation and heightened competition to acquire customers. In advanced EV markets (e.g. the UK or the Netherlands), electricity prices for residential charging offerings have gone down dramatically driven by this fierce competition. To cope with this price war, optimizing when vehicles are charged is increasingly critical to take advantage of the daily spread in electricity prices and provide the best tariffs to customers. Charging EVs with Renewable Energies (RE) is not a differentiator anymore but a must have in advanced markets.

Advanced players are thus introducing below services:

  • Differentiated tariffs for EV recharging costs through Time of Use (in markets where ToU or nighttime tariffs are established)
  • Managed smart EV charging service to optimize charging time and leverage Demand Aggregation to reduce prices further. OVO in the UK has just launched such a service
  • Installation of private solar power generation and storage equipment and optimization of charging and electricity costs through aggregation (VPP). Sonnen has established such a service in Germany

Condominiums/ multifamily residences require specific services as infrastructures are co-owned by the community such as

  • Specific grid connection and separate meter installations
  • Individual consumption management
  • Reservation services for sharedCharge Points (CPs)
  • Energy management services for larger communities are also becoming a must
  • This specificity make this market a target for CPOs

Credit: Next Kraft Werke(charging of a pool of electric vehicles. Grey zones are charging drops controlled by NKW to lower electricity demand)

Fleets and workplaces:

Major CPOs(EVBox, Chargepoint), electric manufacturers (e.g. ABB, Siemens, Schneider),and GAFAs (Amazon) have entered this market leveraging charging management/route optimization software and hardware (primarily AC and but alsoDC).

Critical software functions are must-haves to operate in this market:

  • Infrastructure planning: optimize CPs(AC & DC) based on the fleet, number of charging locations and routes to serve
  • Charging planning based on fleet usage and routes (especially for logistics and transport)
  • Managed charging: controlled charging control taking into account rates and fleet consumption
  • Route optimization: integrated planning for routes taking into account charging
  • Energy management for sites with bi-directional chargers (V2G) and/or electricity production assets (e.g. Solar, Wind, CHP, etc)

EIS Insight

Private charging will continue to be a very competitive market but will also provide many opportunities for those that can sustain:

  1. Home charging is the gateway to many distributed energy resources and the competition will intensify as their will only be 1 provider per household
  2. EV Fleet management is a great platform to explore new monetization services (e.g.V2G) with very predictable usage / charging times. Learnings will then be deployed to public charging and the overall society. Early entrants will have a significant competitive advantage in the near future

Reference

  1. Delta EE – “EV Charging at the Crossroads: TheFast, The Curious & The Race for Scale”
  2. ABB
  3. Next Kraftwerke
  4. The Guardean

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