Amazon's EV order will test utilities' grid edge strategy: E-mobility, infrastructure and electric utility industry implications

Amazon’s increasingly ubiquitous presence means that its electric vehicle fleet will require utilities across multiple geographies, not just those with supportive policies, to confront the challenges of large commercial EV fleets. These developments will be felt the most on the distribution grid, where the impact of concentrating load and new DERs to provide resilience and reduce the rate impacts of charging at fleet depots will drastically change how power flows on local distribution networks. This insight investigates the impact that Amazon's 19 September order for 100,000 Rivian electric delivery vans - the single largest EV purchase announced to date - will have on utilities' grid edge strategies. Our Power & Renewables reports and data provide deep insight into the current and future state of electricity generation.