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ChargePoint data shows a new EV bottleneck forming

ChargePoint EV

ChargePoint enabled more than 100 million EV charging sessions over the past year, and it says demand is now growing faster than new chargers are being installed. Using its network data and 2025 EV sales figures, the company argues infrastructure isn’t keeping pace with the expanding fleet of EVs already on the road.

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EVgo bets on NACS as Tesla’s charging port takes over US EVs

EVgo NACS

EVgo is betting big on Tesla’s charging standard. After a 2025 pilot that put nearly 100 NACS connectors online across 22 major metro areas, the public fast-charging provider says it plans to scale quickly, with more than 500 NACS connectors expected to be installed by the end of this year at both existing sites and new locations.

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