Pure-Play Charging Company Revenue
Quarterly revenue ($M) at the publicly traded pure-play charging companies: firms whose business is charging stations themselves, not EVs or batteries. Most still report negative gross margins; profitability remains the big open question.
Updated at 2026-05-06
Network Utilization Rates
Estimated average utilization rate by network: the share of the day a charger is actually in use. Industry breakeven typically requires 15–20%; Tesla Supercharger and EVgo are above this, most others are below.
Updated at 2026-05-11
Revenue per Charging Port
Annualized revenue per port (one plug) by operator: the single cleanest unit-economics metric in charging. Higher = more sessions and/or higher pricing; Tesla's Supercharger network leads by a wide margin.
Updated at 2026-05-11
US NEVI Federal Funding Tracker
NEVI = National Electric Vehicle Infrastructure program, a $5B federal grant pool (plus $2.5B adjacent funding, $7.5B total) created under the 2021 Infrastructure Law to build a US DCFC (DC Fast Charging) backbone along highways. Awards run 2022–2026.
Total NEVI Allocation
$5.0B
Stations Deployed
510 of 5,000+ planned
| State | Allocation ($M) | Stations Funded | Stations Operational | Completion % |
|---|---|---|---|---|
| Texas | $407 | 48 | 22 | 46% |
| California | $383 | 42 | 28 | 67% |
| Florida | $198 | 22 | 14 | 64% |
| New York | $175 | 20 | 11 | 55% |
| Pennsylvania | $171 | 18 | 18 | 100% |
| Illinois | $149 | 16 | 11 | 69% |
| Ohio | $140 | 28 | 22 | 79% |
| Georgia | $135 | 15 | 13 | 87% |
| Michigan | $110 | 22 | 18 | 82% |
| North Carolina | $109 | 14 | 12 | 86% |
| Virginia | $106 | 12 | 14 | 117% |
| Indiana | $100 | 15 | 13 | 87% |
| Tennessee | $88 | 10 | 9 | 90% |
| Missouri | $78 | 18 | 16 | 89% |
| Arizona | $76 | 10 | 9 | 90% |
Updated at 2026-05-06
Oil & Gas EV Charging Investment
Annual capital deployed into EV charging by the oil & gas majors ($B). Shell, BP, and TotalEnergies are using their roadside-retail footprint to pivot some forecourts to DCFC (DC Fast Charging).
Updated at 2026-05-06