Just pointing out that people spending 15-20 mins at stations is not unrealistic. At least near motorways, gas stations already position themselves as a place where you can do your regular rest during a long drive, with diners, cafes, children's playgrounds, etc., some drivers even catch a quick nap in the parking lot -- this is how it looks in Europe at least.
This is super unrealistic due to volume.
I filled my car at Costco this morning. I spent about 3 minutes pumping 10 gallons. At the same time, 25 other cars filled up at the 25 pumps. And there was a line backed up. To change refuel times from 3-5 minutes to 15-20 (rather optimistic based on my supercharging experience) won’t work unless you increase the charging infrastructure significantly.
People will need to charge at home, not at gas stations. And motorway stops are going to have to have hundreds of chargers not the current dozen or two.
But agreed that charging should shift to the home, the problem there is chargers for on-street parking though for people who don't have driveways/garages (of course this might eventually get solved by fully automated vehicles and lowering ownership of vehicles, but that's still vaporware right now while EVs are clearly here right now).
Some random chargers being vandalized isn't really indicative of anything.
I guess if you have to, then leasing is the only reasonable way to go?
The hearsay also says that they close when they need expensive maintenance, not before.
The analogy with smartphones is also not a very convincing one, because a smartphone is a fundamentally different (vastly more capable) product than a flip phone. A current-gen electric car is just a car, with some advantages and some disadvantages that will each matter more or less to you depending on your circumstances.
I don't really have any reason to doubt mainstream EV market share predictions, which IIUC have them at about 50% new vehicle sales share nationwide in 2030, and I expect that will make it harder to buy gas, probably much harder in certain locations with above-mean adoption. But projections like that need to be (and I presume are) based on more than what you're offering here.
Yes, gas sales are nearly zero in US, they are just starting. I agree other factors were driving that trend. Probably gas stations figuring out that its not a viable business. But now, EV sales have started. 25% of cars sold in California are EVs and growing. If gas stations have gone down 50% (202K to 115K) without any EVs, we can predict they will go down faster with EVs.
> gas sales industry was continuing to meet consumer demand
There is no consumer demand for gas sales, any more than there is a demand for whale oil or kerosene. There is a consumer demand for lighting, and whale oil, then kerosene were used in lamps obsoleted by electric lamps. Similarly, there is a consumer demand for going from point A to point B, most people are not gas-holics, they'll use whatever fuel is cheapest (first and foremost) and convenient. Well, EVs are most convenient, you can charge anywhere you park, it is hard to think of any building (home, work, shop) without electricity. If the biggest challenge that mankind is faced with is running a cable from a building to parking lot and we fail spectacularly at that, we are doomed. However, we have precedence that we can do this. Standard oil is built in consumer demand for lighting and kerosene lamps. When light bulb was invented, its not just about convincing people to buy electric lamps. It is also about doing the far harder things of producing electricity and distributing it. This grid was built and people switched to electric lamps. So, I am someone confident people will figure out how to run a cable from a building to parking spot. US has 2 billion parking spots and ~250 million cars, just converting a small fraction to EVs is enough.
An EV is a bigger breakthrough than a smartphone (which is primarily a content/addiction delivery mechanism). An EV solves energy storage, an unsolved problem of civilization. EVs can provide passive income. Folks who participated in a VPP pilot with powerwalls made $150/day [1], this is the very definition of passive income. A powerwall has 13.5kWh capacity vs car batteries of 80kWh, there is nothing preventing cars from supplying power to the grid at peak prices and making bank. Most of our electricity bill is for peak power, which is from costly natural gas peaker plants. These will all be replaced.
Next, there is significant curtailment of renewables, which overproduce and there is no demand. Power prices go negative (200 million times/year [2]), which means an EV owner can be paid for the privilege of charging his car. I can think of at least a few people who'd be interested in getting paid for charging their car, or even charge for free.
An EV is primarily an energy storage device (idle in parking lot 95% of the time), which provides elastic demand, as well as supply. Nothing else on the grid has this capability. This capability changes things permanently. Think of a time before information storage, youtube/instagram/tiktok -- all of this content and businesses were not possible before we figured out how to store information (hard disks, ssds). EVs bring that capability. This is a significant civilization upgrade that will enable many things in the future.
[1] https://electrek.co/2023/07/05/tesla-electric-customers-repo... [2] Wholesale prices went negative about 200 million times across the seven US grids in 2021: https://www.bloomberg.com/news/articles/2022-08-30/trapped-r...
> An EV is a bigger breakthrough than a smartphone (which is primarily a content/addiction delivery mechanism).
These are consumer products! The average consumer's eyes are going to glaze over if you try to give them this spiel; they'll probably pull out their iPhone and start scrolling.
EV ownership saves a lot of people money and time, which I assume is the primary reason their market share is growing so rapidly right now—those people see the value proposition. Schemes like distributed grid energy storage via EV battery have the potential to save consumers even more money, but those schemes will have to be implemented on the garden path of EV ownership to actually move the consumer demand needle.
This omits a significant factor, which is that it used to be many gas stations also had several repair bays, employing a mechanic or two.
Anecdata: between mid-1980s and 2000, four such gas station/repair businesses within a mile of my house closed, leaving three gas/convenience store businesses remaining within that same radius, some of which used to have repair service as well.
This used to be a solid small business opportunity for a solo or partnership owner/worker. I suspect that as cars became more computerized the repair business became too specialized, and also some of the stations which were leased from large oil companies were sold out from under the operator.
Those repairs that are necessary are harder than they used to be. I recently had to have a headlight bulb changed professionally because I just didn't want to dismount the wheel well mud guard. Some, I've heard, require you to remove the bumper.
But I think a lot of those service bays just stopped seeing as much traffic as they used to.
Where I am (in Europe) all the major petrol stations have mobile apps you can pay with. One even launched a system where you can register your license plate, and whatever you fill up is automatically charged to your account.
If foot traffic is all that makes money, it seems they should want you to go into the store, not pay from your phone.
Regular gas stations have matched the time it takes to fill up gas with the time it takes to get in and out of the convenience store. A 20-30 minute typical shopping round in a Costco doesn't match up with a 4-5 minute gas fill.
It does incidentally match up with an EV charge up.
10% EV adoption is not far off, thats when we start seeing collapse of gas station. EVs charge at home or work, except when going on long rides. Gas stations lose this foot traffic forever. Adding EV spots at gas station won't help, there is nothing for people to do to for 15 - 20 mins at a gas station, they'd rather go to Target, Walmart, Costco and do some grocery shopping.
Most people don't understand how quickly things change. We went from flip phones to smart phones in less than decade. Neil DeGrasse Tyson explains How The Horse Industry Vanished in less than 20 years: https://www.youtube.com/watch?v=Lvzw7NPmppY
Folks buying new ICE cars will soon (< 10 years) have a rapidly depreciating vehicle, nearly worthless because it will be costly to own and operate. It will be like owning a horse after everyone bought a car.
The first gas station in the United States opened in St. Louis in 1905, and by 1994 there were 202,800 across the country. Fast forward to 2013, and station numbers had decreased by 25% or almost 50,000, and by 2020 that number had shrunk to 115,200. A 2019 report by BCG predicts that 80% of conventional gas stations could be driven (pun intended) out of business by 2035: https://enpowered.com/the-death-of-gas-stations-will-be-far-...