Market Context & Opportunity

The Global Electrification Wave

Electric mobility is no longer a fringe innovation, it’s the defining transformation of this century’s transportation and energy systems. The pace at which electric vehicles (EVs) are being adopted across global markets has outstripped even the most optimistic projections.

Key facts:

• Over 14 million EVs were sold globally in 2024, with growth accelerating year-on-year.

• By 2028, over 60 million EVs are expected to be on the roads, more than a 4x increase from 2022 levels.

• Two- and three-wheel EVs in countries like India, Indonesia, and Nigeria are driving early mass adoption.

• The annual battery demand across EVs and autonomous systems is projected to exceed 900 GWh/day, or roughly 330 TWh/year.

This growth is not isolated to luxury or commercial markets. It spans across:

• Personal vehicles (2W/3W/4W)

• Urban logistics fleets

• E-commerce delivery networks

• Government electrification initiatives

• Autonomous and AI-powered mobility platforms

Electrification is a one-way transition and energy access is the limiting factor.

Infrastructure: The Bottleneck No One Solved (Yet)

Despite EV growth, infrastructure rollouts have lagged significantly:

Metric	Traditional Deployment
Time to deploy a public charger	3-9 months
EVs per public charger (India avg)	>25:1
Failure rate of public chargers	30-50% non-operational
Geographic bias	80% deployed in affluent, urban zones

This mismatch between where EVs are and where charging is available creates a structural bottleneck:

• Users experience range anxiety, leading to lower adoption.

• Operators suffer from underutilization in low-demand areas.

• Governments rely on slow permitting, delaying scale.

DeCharge was designed to bypass these limitations entirely, using a decentralized Network model that grows organically and profitably in both high and low-income areas.

Demand Is Not Linear, It’s Layered

Electrification is not just about passenger EVs. New categories of energy consumers are emerging across industries:

Segment	Estimated Daily Consumption	Example Use Case
2W/3W EV	3-6 kWh/day	Food delivery, urban transport
Personal EV (4W)	15-20 kWh/day	Commuting, family vehicles
Autonomous robot	2-4 kWh/day	Last-mile logistics
Delivery drones	1-3 kWh/day	E-commerce fulfillment
Electric trucks	50-150 kWh/day	Intercity freight
AI-driven fleets	Variable	Fleet-based ride-hailing

These consumers demand real-time charging, often in unpredictable, location-diverse environments far from centralized stations.

The opportunity isn’t just to serve “cars.” It’s to build the base layer of global energy mobility, across every form of electric movement.

The Decentralization Opportunity

Most energy networks throughout history, whether it’s roads, electricity, or telecom have been centrally planned and owned. But those systems:

• Require billions in CapEx

• Scale slowly due to red tape

• Leave low-income or rural regions behind

• Centralize value capture into the hands of a few players

DeCharge breaks this paradigm with a bottom-up model:

• Small, modular chargers with plug-and-play installation

• Crowdsourced deployments by individuals and communities

• Delegated operations where DeCharge manages everything, but ownership remains distributed

• Smart incentives to place chargers where demand is rising fastest

By reducing friction across the board from cost to installation to operation, we unlock a new participant class in EV infrastructure: regular people.

Addressable Market Size

Let’s do the math.

Scenario: 25,000 deployed DeCharge chargers, split as:

• 80% Mini (3.3 kW) - 20,000 units

• 15% Beast (7.4 kW) - 3,750 units

• 2.5% Mini Titan (30 kW) - 625 units

• 2.5% Titan (60 kW) - 625 units

Average daily throughput (conservative):

Device	Daily Energy Dispensed
Mini	90 kWh
Beast	180 kWh
Titan Mini	400 kWh
Titan	675 kWh

Total daily energy: (20,000 x 90) + (3,750 x 180) + (625 x 400) + (625 x 675) = 3.37 GWh/day

Annualized total: 3.37 GWh x 365 = 1.23 TWh/year

If we assume a $0.14 margin per kWh (retail - wholesale rate), this network would generate:

1.23 TWh x $0.14 = $172 million in yearly gross margin

And all of this is achieved with:

• < $20 million in device CapEx

• Minimal centralized infrastructure

• Permissionless, demand-driven rollout

Who Will Capture the Value?

With EV infrastructure growth inevitable, the only real question is:

Who will own it?

• Will it be utilities and corporations that replicate the mistakes of the past?

• Or will it be communities, real estate owners, small investors, and mobility entrepreneurs?

DeCharge believes that infrastructure value should be captured by the people who build it. By aligning incentives through performance-based rewards and open deployment models, we ensure that participation is meaningful, scalable, and fair.