Spannender Bericht über die Profitabilität von Ladesäulen, aus Sicht von BP. Die sind wohl bereits jetzt fast profitabler als konventionelle Tankstellen.
The business of EV charging – filling up a car with electrons rather than petroleum-based gas or diesel – has always been a loss leader for oil companies like Shell and BP, who are seemingly being dragged into the electric future kicking and screaming. That may be about to change, however, as BP’s latest numbers show that, on a margin basis, its UK-based “BP pulse” network of fast battery charging stations, is nearing the levels of profitability they see from filling up with petrol. And the division could be profitable on its own by 2025.
“If I think about a tank of fuel versus a fast charge, we are nearing a place where the business fundamentals on the fast charge are better than they are on the (fossil) fuel,” BP head of customers and products, Emma Delaney, told Reuters.
Delaney did not disclose precisely when BP expects EV charging profits to eclipse traditional fuel profits, but the company did report that its electricity sales for EV charging grew 45% from Q2 to Q3 of 2021, alone. “Overall, we see a huge opportunity in fast charging for consumers and businesses, as well as fleet services more generally,” explains Delaney. “That’s where we see the growth, and where we see the margins.”