AAP Podcast #32 - LED Solutions and EV Charging Stations with Orion Energy Systems

On this week’s AAP Podcast, Chris Versace speaks with Mike Jenkins, CEO of Orion Energy (OESX), and Kathleen Connors, the head of EV charging business Voltrek which was acquired by Orion in October of last year. During the conversation, Mike provides a thorough overview of Orion’s core light emitting diode (LED) installation business, touching on why cost savings as well as ESG and carbon footprint concerns are driving that business. Mike also describes the strategic thought process behind acquiring Voltrek when Orion did with Kathleen explaining the tailwinds behind that EV charging business. While headlines focus on public funding that sees the buildout of EV charging in 2024 ramp considerably, Kathleen also discusses how private funding is driving that market today. She also describes the typical build-out for an EV charging project, how Voltrek works with its various partners, including ChargePoint (CHPT), and shares which EV best replicates the combustion engine driving experience.