Description

In this episode of Field Frequency, Jason sits down with Kieran White, founder of Curo, to unpack one of the EV industry’s most overlooked levers: making charging infrastructure truly investable.

From a rebellious start that led him from Tesla’s Model 3 launch logistics to founding Curo, Kieran shares how firsthand fleet charging pain points sparked the concept of the “Virtual Depot.” Together, they explore how contracted fleet demand can transform EV chargers from speculative infrastructure into revenue-backed assets.

The conversation dives into monetizing underutilized parking, aligning fleets with real estate owners, navigating market headwinds, and why the future of EV charging depends on coordination between fleets, developers, and investors. If you care about uptime, utilization, and sustainable business models in EV charging, this episode connects the dots.

Show Notes:

• Kieran White’s journey from Tesla logistics to founding Curo
• The charging bottleneck problem that inspired the Virtual Depot model
• What it means to treat EV chargers as investable assets
• Contracted fleet offtake and why revenue certainty matters
• Monetizing underutilized parking infrastructure
• Level 2 vs. DC fast charging in fleet environments
• Site host strategy: niche properties vs. large portfolio REITs
• Fleet electrification headwinds and shifting regulatory dynamics
• How Curo coordinates fleets, real estate owners, and investors
• The future vision for scalable, demand-driven charging deployment

A thoughtful conversation on where EV infrastructure is headed and how smarter deployment models can move the industry from momentum to maturity.