Danal said:
Obviously, companies like eVgo either see it differently than I do, or they are long-term investing and trying to get first mover advantage that will pay back years from now.
Even in the best of times, years down the road, when everybody has an EV, that current 48kW charger can only offer about 25 of the 30 minute charges if it operates 24 hours a day. Since I think most charges will be only 10 or 20 minutes, there will be more car turnover at the pump, which takes quite a bit of time. Charges won't be "back to back", just like they aren't at a gas station. There's several minutes, at least, between events.
At best, I think, 750 minutes of chance to eek out a little profit, and hope nobody breaks the multi thousand dollar equipment, and that it stays at almost 100% dependable, that oil doesn't get cheap again, etc.
Then, for instance in San Diego, what if I have a DC charger barely making it, as I pay SDGE their gigantic fees, and then the CPUC approves SDGE's entry into the market. Probably instant failure, as SDGE can almost give away the charges when they control all the major costs.
Then, when everybody is run out of business, and gasoline is $10 gallon, and EVs are the bulk of new car sales... now, they can "make back all their losses" (that will be their opening line to the CPUC when they want to charge you up to $50 for a charge).