The truck-sized EV regulatory challenge

Elon Musk is at it again—this time with his sleek bullet-shaped, multi-electric engined, nuclear bomb-proof glass equipped rocket of a semi truck. You look at the launch video and it’s easy to think (yet again) “this is so cool.” Walmart, DHL and other major truck purchasers agree, with numerous pre-orders already on the books.

Where there is disagreement is on the question of who should own the new system of charging stations that will be required when EVs are used on a wide scale? DNV GL’s Energy Transition Outlook report shows 2022 as the tipping point where EVs will reach cost-performance parity with conventional light vehicles. That’s not far off.

Many utilities are eager to counter flattening demand with revenue from fueling EVs at their own charging stations. But regulators are saying, “Not so fast.” Many regulatory bodies believe allowing utilities to own the new charging infrastructure would represent an unfair competitive advantage and rate of return.

Some might argue this is short-sighted. Others enjoy market competition.

Utilities ask, what better way is there of increasing load and adding onto the grid than having a larger infrastructure? The more customers go off grid, the fewer customers there are sharing the total infrastructure cost. In the end, utilities spread infrastructure cost across a larger asset base and provide cost-effective power for consumers.

What’s your view on this? Share your perspective: the voice of our energy executive community needs to be heard in order to shape the debate and find solutions that work for customers.


Michele Tihami

Country Manager – North America
DNV GL Energy

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