Charging
EV Charging Economics
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.
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.
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.
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 | $76 | 10 | 9 | 90% |
Oil & Gas EV Charging Investment
Annual capital deployed into EV charging by the oil & gas majors ($B). Shell, BP, and TotalEnergies are using their roadside-retail footprint to pivot some forecourts to DCFC (DC Fast Charging).
Fastned Time-Based Utilization
Fastned disclosed time-based utilization from annual reports and the Q1 2026 trading update. Utilization can stall while kWh grows because Fastned adds chargers faster than sessions fill them.
Fastned Charging Revenue
Revenue related to charging, excluding German highway construction-concession revenue. 2025 charging revenue was 122.4 million euros, up 47 percent from 2024.
Fastned Annual Volume per Station
Throughput per station isolates site utilization from network expansion. Fastned reported 495 MWh per station in 2025, up from 368 MWh in 2023.
EVgo Network Throughput
Gigawatt-hours dispensed on EVgo's network from earnings releases. Full-year throughput rose from 277 GWh in 2024 to 366 GWh in 2025. Q2 2026 was 99 GWh.
ChargePoint Hardware vs Subscriptions
Fiscal years ended 31 January. Networked charging systems are hardware. Subscriptions are software and service billed up front. Subscriptions rose to 39 percent of FY2026 revenue from 35 percent in FY2025.
Public Charging Markup vs Residential Electricity
IEA upper-bound markups: public slow charging can cost up to 150 percent more than residential electricity, and public fast charging up to 240 percent more. Exclusive use of public fast charging can erase the BEV running-cost advantage versus gasoline.
Annual BEV Running-Cost Savings vs Gasoline
IEA 2025 estimates when the car is charged at residential rates. The US figure is about $860. The UK is nearly $500 after electricity-price increases. China is the midpoint of IEA's $550 to $800 range.
Prefer Sterling in Google
Add sterlingcharts.com as a preferred source so our charts can appear with a preferred badge in Google Top Stories, AI Mode, and AI Overviews.