Deep Dives

Dybdegående analyser af markedet for EV-opladning — økonomi, konsolidering og hvad der kommer nu.

Fremhævet

Europas ladenetværk kom gennem juli. 145 lokationer gjorde ikke.

Af Chargalytics · August 5, 2026

Mellem 6. juli og 2. august lå belastningen på næsten 21 000 hurtigladepunkter i fem europæiske lande 53% over foråret. 145 lokationer var i deres spidstimer reelt fuldt belagt, syv gange så mange som i maj — og næsten ingen af dem lå i en by.

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Flere deep dives

Mer-Eviny-fusionen: hvem fik den bedste aftale?

Af Chargalytics · July 12, 2026

Vi brugte vores Pulse-metode til at værdiansætte de Mer- og Eviny-netværk, der nu bliver lagt sammen. Data peger på et gab på 25 procentpoint mellem den operationelle værdi og aftalens vilkår.

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The Consolidation Game: What Do Future CPOs Look Like?

Af Ole Henrik Hannisdahl · March 4, 2026

Europe's CPO market has entered consolidation: Utilities and oil majors are selling, infrastructure funds and fuel retailers are buying, and property control is becoming the decisive moat. This analysis maps likely winners, likely sellers, and when profitability can emerge as BEV-per-fast-charger density rises.

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What does it take for a CPO to be profitable?

Af Ole Henrik Hannisdahl · July 24, 2023

Out of all the companies out there owning and operating charging networks, none are profitable, and most burn through cash at an alarming rate. Yet, we see investors and analysts pricing CPOs at up to a whopping 70 times book value. What does it take for a CPO to make money in the long run? What do we have to believe in to justify these valuations? In this article, we break down the main components of a generic CPO financial model to try to answer these questions.

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