Electric Utilities Enter EV Charging

The utilities are the natural place for this to occur - they're the equivalent of the Standard Oil of the 21st century and are the distribution network that already exists. However, what will be even more interesting is watching how the regulatory environment continues to evolve. Imagine ICE gas prices subject to regulatory approval - that's what you'd have under the model.

But it has an upside, too - imagine cities competing for jobs/residents based on their fuel/electricity rates at the chargers?

I think that utilities providing EV charging is a good move. It is just electricity. Companies like Blink and Chargepoint that essentially resell electricity, seem to have a terrible business. Buying retail rate electricity and then marking it up is not going to work, imo. Blink has extremely high rates here in CA ($0.49-.59/kWh) and I doubt even at those ridiculous rates they will ever recover the installation costs, let alone make any money. At their prices, charging seems like a rip-off, especially knowing electricity is so much cheaper at my home. Hopefully the utilities will charge standard rates for their EV charging, like the rest of the electricity they provide.