This is In-Between Charges, the perfect podcast to listen to while your EV charges. The hosts, Mike Hawkes and Kevin Spangenberg from Monta, bring you all the i...
EV Charging’s Big Bet: Automakers, Policy Uncertainty, and the Push for Profitability with Ryan Fisher from BloombergNEF (he’s back!)
In this episode of In-Between Charges, we welcome back Ryan Fisher, Head of Charging Infrastructure at BloombergNEF, for an insightful discussion on the evolving EV charging landscape. With automakers increasingly stepping into the charging business, we explore how their strategies are shifting—balancing investment in infrastructure with the need for profitability. Ryan shares his take on why major players like IONNA and Ionity are forming joint ventures, how automakers are leveraging charging networks to enhance brand loyalty, and whether the business model can ever be as lucrative as selling vehicles.Beyond industry strategies, we also dive into the growing impact of policy changes on the EV ecosystem. From shifting fuel economy standards in the U.S. to evolving CO₂ regulations in Europe, Ryan explains how government intervention is shaping investment decisions. He also unpacks the recent volatility in EV adoption forecasts, the implications of paused NEVI funding, and why some markets are seeing surging charging costs while others remain competitive. With policy uncertainty looming, is the industry at an inflection point?Finally, we tackle the economic realities of charging infrastructure—where margins remain tight despite growing demand. Ryan sheds light on the challenges facing hardware manufacturers, the potential role of carbon credits in sustaining networks, and whether automakers will remain invested in charging long-term or eventually offload their networks. With insights from BloombergNEF’s latest research and real-world case studies, this episode is a must-listen for anyone following the future of EV charging, policy, and electrification.Happy charging!
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42:25
The role of community in driving clean energy forward, with Gavin Morse from Egg
In this episode, we chat with Gavin Morse, CMO of Egg, about how community-driven initiatives are making clean energy more accessible, reducing strain on the grid, and creating new opportunities for consumers.Here’s what we cover:How the UK became Europe’s top EV market and what’s next.The impact of local initiativesMaking clean energy affordable: practical solutions for EV charging, solar, and home batteries.How Egg Energy measures the impact of its community initiatives, balancing business outcomes with contributions to the broader energy transition.Exploring other community-focused strategies Egg Energy is using to engage local groups and drive wider adoption of clean energy solutions.Building a brand in an industry where customer loyalty to utility companies is rare, and how Egg Energy fosters trust with its customers.If you’re looking for practical solutions to make clean energy more accessible, or want to understand how communities are driving the change needed for a sustainable future, don’t miss this episode. Tune in for a fresh perspective on how communities are shaping the future of energy.
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34:45
Adapting to change: How the EV charging industry is preparing for 2025
In this episode, Mike and Kevin sit down with Rikard Boije af Gennäs, head of Implement Consulting’s e-mobility division, to reflect on the challenges of 2024 and discuss what’s on the horizon for the EV and charging sector in 2025.Here’s what we cover:Lessons from 2024: Why EV demand didn’t meet expectations and what it means for the industry.Charging operators’ challenges: How operators are adapting to a tougher market and what strategies might work in 2025.Global shifts: How international politics and trade dynamics could impact EV growth.Consumers trends in 2025: What’s changing for buyers and how the industry is responding.Myth busting: Addressing a common misconception about the EV and charging industry.Whether you’re in the business or just interested in the future of electric vehicles, this episode is packed with valuable insights to help you understand where the sector is heading.Tune in to prepare for 2025!
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46:46
The current state of EV: Challenges, opportunities, and global shifts
Electric vehicles (EVs) are no longer just a glimpse of the future—they’re here, and transforming how we think about transportation. But the transition to electrification isn’t without its hurdles. From global policy challenges to supply chain bottlenecks and lingering misconceptions, the EV landscape is as complex as it is promising. In this episode, Kevin and Mike discuss the dynamic shifts happening across Europe, the U.S., and Asia, including how tariffs, raw material prices, and manufacturing efficiency impact competition. Here’s what we talk about:China’s EV Dominance: How China became a leader in the EV space, the intense price wars driving the market, and why their automakers are exporting more cars than ever.EVs vs. Traditional Cars: The Full Environmental Story: What’s the actual impact of EVs when you factor in everything—manufacturing, raw materials, and lifetime emissions?The Hydrogen Debate: Why hydrogen-powered vehicles have struggled to gain traction and whether they have a potential place in the future of transportation.Policy Gaps: Are current global policies strong enough to meet net-zero and climate goals? Spoiler: Not yet.Debunking EV Myths: Tackling common misconceptions about EVs and separating fact from fiction.Whether you're in the industry or simply interested in how the global car market is shifting, this episode offers an insightful and honest look at where the EV sector stands today and where it’s headed. Tune in and stay informed!Happy Charging!
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31:54
From Ride-Hailing to EV Charging Provider - Stella Energy’s Unique Journey
Electric vehicles are reshaping the way we think about transportation, and at the heart of this shift is the challenge of charging. In this episode, Kevin Spangenberg and Mike Hawkes sit down with Mads Vind, Managing Director of Stella Energy (formerly known as Viggo Energy) to discuss how the company is driving innovation in EV charging and building a future-ready infrastructure for professional drivers and beyond. In this episode, we explore:Stella’s Evolution: How Stella went from being a ride-hailing app to becoming a leader in EV charging, focusing on the needs of professional drivers like taxi drivers.Building Strategic Partnerships: Why teaming up with companies like Alpitronic has been key to Stella’s success in creating reliable, cost-effective charging solutions.Standing Out in a Crowd: How Stella finds ways to shine in competitive markets like Oslo and what makes their approach unique.Scaling for the Future: Stella’s ambitious plans for expanding their ultra-fast urban charging networks across Europe and North America to meet growing demand.What’s Next for EV Charging: The challenges and opportunities in the EV world, including energy costs, pricing, and the role of government policies.If you’re curious about where EV charging is headed or just want to hear how one company is helping to shape a greener, more connected future, this episode is for you. Tune in and get inspired!
This is In-Between Charges, the perfect podcast to listen to while your EV charges. The hosts, Mike Hawkes and Kevin Spangenberg from Monta, bring you all the information about what happens in between charges, behind your charge points and behind the scenes of the EV ecosystem. Hear from leaders and experts in the EV and transportation industry who will discuss the hottest topics around EV’s and EV charging.
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