EV 'tipping point' fuels power demand

Ecommerce and logistics operators including Flipkart, Delhivery and Porter accelerated fleet electrification amid fuel-price volatility, according to an Economic Times report published March 29, 2026. (auto.economictimes.indiatimes.com) Prologis opened a public EV charging station in Vernon, California as part of a national rollout to support logistics and power‑hungry industrial tenants (CoStar, April 24, 2025). (costar.com) Prologis Mobility markets a subscription‑based, end‑to‑end charging solution with a standardized deployment process that landlords can deploy to scale tenant fleet charging without individual tenant CapEx. (evinfo.net) Industry coverage and Prologis analysis show power readiness—features such as on‑site generation and microgrids—now ranks among site‑selection criteria for logistics tenants, shifting occupancy decisions toward buildings with higher installed electrical capacity. (credaily.com) The IEA reported U.S. public charging stock rose roughly 20% in 2024 to just under 200,000 public chargers, underscoring rapid demand growth for grid and site capacity. (iea.org) Policy and industry studies recommend modular microgrids and behind‑the‑meter solutions to manage heavy‑duty truck charging complexity, a recommendation highlighted in a 2025 freight‑electrification roadmap. (cleantechnica.com) Utilities and consultants warn grid upgrades and permitting timelines remain bottlenecks, prompting landlords and tenants to negotiate landlord‑installed charging or subscription models as contract terms to accelerate deployment. (pwc.com) Port‑adjacent charging hubs are emerging as strategic assets for fleets, with logistics providers rolling out high‑capacity chargers near major seaports and industrial submarkets such as Vernon being positioned to capture that demand. (companylisting.ae)