"IRS tax incentives will get this rolling, but ultimately, there's a pipeline of profit in it for the property owners, who will reap a cut of VPP benefits"
Tax incentives on the front end of EV's is getting eaten up by up by the road taxes at purchase.
While tax incentives have stayed flat, road tax compensation has been increasing on EV's at a 200% clip annually.
For example in Illinois they passed a new incentive to help the poor buy EV's...the only problem is Illinois also passed an increase in the EV road tax, which reduced the "incentive" by 50%. The incentives are subject to dealer behavior at purchase time, however the road tax is a mandatory "below the line" line item on the car purchase. So the poor, who will need to finance the vehicle, are essentially paying more because they are financing the tax. So in reality it doesn't help the poor.
"The US will let them get "big" so as to provide a standard for the people and then bust them up."
Ultimately. the required number of "fast" chargers is a very small percentage of the required number of level 2 chargers. Fast chargers are only important now because "range-anxiety" temporarily limits BEV market penetration. That will change as battery tech evolves, and a much, much larger publicly accessible charging matrix develops at typical large, ridiculously under-utilized (sub)urban parking lots everywhere. IRA tax incentives will get this rolling, but ultimately, there's a pipeline of profit in it for the property owners, who will reap a cut of VPP benefits. Shading solar parking lot canopies +stationary storage batteries +Vehicle-2-Grid chargers at big hot asphalt parking lots...... everywhere.
Tesla can build its Superchargers at much faster and cheaper rates than the competition, allowing it to win bid after bid for federal and state public EV charging network funding. It is already at 18% winning bids as it makes its own Superchargers.
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