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BP: Plugging Into the Future
BP should acquire ChargePoint to rapidly establish a dominant presence in North America's urban EV charging market, leveraging ChargePoint's extensive infrastructure and software platform to accelerate its energy transition goals.
Rivian: Charging Ahead with Electric Vans
Rivian should pivot away from the saturated consumer EV market and focus on dominating the electric delivery van (EDV) sector, leveraging its Amazon contract and industry-leading EDV software while potentially offloading its consumer EV division to Volkswagen.