The electric vehicle and EV charging market enjoyed a surge in late 2022 despite continued high energy prices.


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Understanding opportunities and challenges in EV charging requires both international, cross-sector expertise and in-depth knowledge of local markets. Our global EV charging team combines a strong grasp of trends in automotive, energy, retail, and other sectors connected to EV charging, with extensive local insights and experience with charge-point operators, retailers, mobility services providers, software providers, hardware OEMs, vehicle fleet operators, and land owners, among others.
Our team has conducted over 100 client projects in the past five years covering strategic, operational, performance, and transaction related topics.
The future of road transport and mobility is electric. While industrial and (geo)political challenges will continue to arise, EVs are widely accepted as the most effective technology to reduce emissions from the road transport sector.
However, despite rapid recent growth, the share of EVs on the road is still less than 5% in many countries, and lower still in most commercial vehicle segments. This means some uncertainties remain: how to charge EV batteries in an effective and user-friendly way while tapping into cheap renewable energy, for instance; establishing who participates where in the value chain; and determining how to allocate an expanding profit pool.
We monitor the industry closely: read our latest EV Charging Index!
Delivering charging services to meet the size and shape of demand from EVs will require huge capital investment by manufacturers and operators alike. In an increasingly dynamic, constrained, and competitive market, success drivers will continue to shift as players optimize return on investment from charging and adjacent revenue streams, while delivering electrons to EVs as efficiently as possible.
This will continue to create opportunities for innovative and efficient business models to address emerging needs and match demand and supply across charging use cases and technologies: private and public, fast and slow, wired, wireless, and even battery swap. With charging having no natural “home base” in conventional industry sector terms, profit pools remain up for grabs. Charging specialists, energy companies, retailers, OEMs, software providers, real estate players, and many others, are staking a claim – but who will win?
Roland Berger can bring clarity in navigating the numerous opportunities and challenges in EV charging.
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