A nice fast charging market update from Tritium.

https://www.tritium.com.au/ev-charging-market-trends-in-2023-and-beyond/

A few key takeaways for me:

@Rick you post has reminded me of an AFR article i read last week around China's rapidly growing ev market. I'm a bull on RFT and chargers but found this swapping concept interesting and one to keep in mind. Not something I'd imagined, but seems obvious in hindsight. Say all batteries were charged this way you'd have much higher utilisation of each charger and in theory need less of them (although still a lot more than we have today)!

Don't have the link but excerpt below.....

The existential threat to Saudi Arabia and the OPEC cartel comes from China, not from net zero or from green deals in theWest. Chinese sales of petrol and diesel cars fell 20 per cent in absolute volume terms in February from a year earlier. Sales of plug-in electric vehicles (EVs) kept rising explosively and reached a record 32 per cent of the market for standard passenger cars. At the current pace, EV sales in China will hit 8 million this year, helped by the proliferation of battery-swapping stations. Rather than charging your own car, you do an instant swap. No need to wait. No need for chargepoints everywhere.