"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.