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Hypothesis for a NBER paper to be written: the market failure for GHG abatement w/ EVs extends to EV charging stations. To have the numbers of EV chargers needed to induce wide adoption, revenue per charger would fall below levelized private costs, while WTP approaches home rates
For GHG market failure: Consider that in New York City, every new natural gas customer gets an average of at least $33,000 of "free" hookup infrastructure. On the other hand, those who install heat pumps get $0. That is a massive market distortion.
And, current policy provides an implicit subsidy for gas expansion through inter-generational cost-shift. The cost of new gas infrastructure is recovered over 85 years, even though State goals require largely eliminating gas by 2050 (30 years). We will have much Stranded Assets!
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