Powertrain 2020 - The Future Drives Electric (PDF ... - Roland Berger

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4.5 Infrastructure and energy provision
Today's fuel production and the refueling infrastructure (i.e. gas stations) is
dominated by a small number of global oil companies, such as Exxon, Shell
and BP. With pure EVs and PHEVs used mainly in the electric driving mode,
the fuel base will change to electrical energy. Here, production is in the
hands of a large number of mostly smaller regional players. They include
state-owned companies such as EDF in France, the China National Offshore
Oil Corporation (CNOOC) and the State Grid Corporation of China (SGCC),
plus independent players such as Southern California Edison in the United
States and E.ON in Germany.
The distribution of electrical energy is in the hands of a large number of
regional grid operators. Many of these companies are subsidiaries of leading
utilities, or are state-owned. However, this does not mean that the last mile
to the vehicle customer – i.e. the electrical charging system – will also be
controlled by the grid operators. Here, again, the race remains wide open.
If the "charging everywhere" model (see Chapter 3) is realized, with charging
stations at home, at work and in parking lots, this business will require
a good knowledge of future customers, their mobility needs and driving
patterns. Understanding the owners of parking lots and their needs is also
essential.