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Originally Posted by whatnext
OK, so you're focused on just the Canadian EV market, a fraction of a fraction of the North American market.
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We don't live in the US. The state of electricity distribution infrastructure in California is about as relevant to me as the state of such in Zimbabwe.
Quote:
Originally Posted by whatnext
That makes your statement that "There isn't a utility in the country that isn't planning on upgrading their infrastructure to get a piece of the market" a bit odd. Given that BC Hydro, MB Hydro, NL Hydro, NB Power and Hydro Quebec are all de facto monopolies in their provinces why would they be chomping at the bit to add infrastructure. People literally have no other choice. If they add it it will be because their political masters decree it.
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Your assumption that they are solely motivated by politics is wrong. Take Ontario. Why would OPG and Hydro One team up to build a charging network in a province where the government has been pretty hostile to EV adoption and the penetration rate is abysmal? These are also exchange listed companies now, so far less subject to political pressure.
On the substance of the argument, it's great that we have places like Norway, with extremely high EV sales share that we can learn from. Something like 15% of the road fleet is electric there. Total plug in sales share is at ~90%. Battery electric sales share is at 70%. As per Macleans freelancer logic, their grid should be a smouldering pile already.