ChargePoint (NYSE: CHPT) — a leading global provider of electric vehicle (EV) charging solutions — suggests that EV charging demand is growing faster than the deployment of new charging infrastructure, exposing a widening supply-demand gap that could affect drivers, operators and policymakers alike. The findings underscore infrastructure pressures emerging as EV adoption accelerates. (ChargePoint)
Charging Sessions Growing Faster Than Chargers
According to ChargePoint’s analysis of more than 100 million EV charging sessions enabled across its network in the past year, the volume of charging activity rose 34% in 2025 — a pace significantly faster than the growth in the number of new charging ports. Meanwhile, new charging ports on the ChargePoint network increased by 16% over the same period, meaning utilization momentum is outstripping infrastructure deployment by nearly 20 percentage points.
More than 1 million EV drivers now use ChargePoint’s network each month, and rising session volumes reflect both greater EV adoption and increased reliance on public charging beyond home and workplace systems. Plug-in hybrid vehicles, which still use public chargers extensively, accounted for about 16% of all commercial AC charging sessions managed by the company’s platform.
Demand Driven by Fleet Growth, Not Just New Sales
ChargePoint officials stressed that the demand signal is tied to the total number of EVs on the road, not just new sales. With global EV sales up roughly 20% in 2025 — including a 33% increase in Europe and strong results in the U.S. — the cumulative EV fleet is expanding rapidly, placing ongoing pressure on charging infrastructure.
“New EV sales are no longer the primary benchmark for charger demand; it is the total number of EVs on the road,” said ChargePoint CEO Rick Wilmer, noting that network utilization trends point to accelerated returns on investment for charging deployments in 2026 — provided infrastructure growth keeps pace with utilization demand.
Infrastructure Bottleneck Risks and Regional Variations
The emerging bottleneck in EV charging availability mirrors broader concerns in the industry that infrastructure is struggling to keep up with electrification goals. Reports in some markets suggest that certain regions already have dozens of EVs for every public charger, and projections indicate that charging demand will continue to rise unless deployment accelerates.
This imbalance could affect driver experience — particularly during peak travel periods and in areas with limited fast-charging availability — and may slow adoption rates if left unaddressed. EV infrastructure experts note that consumer confidence hinges on reliable, convenient access to charging, especially for long-distance travel or drivers who lack home charging.
Environmental and Economic Context
Despite the infrastructure challenges, electrification continues to deliver tangible environmental and economic benefits. ChargePoint estimates that its network has helped avoid hundreds of millions of gallons of gasoline use and multiple millions of metric tons of greenhouse gas emissions since 2007, while saving drivers billions of dollars in fuel costs.
The data also reflects a broader trend wherein charging infrastructure expansion — driven by private investment and supportive policies — remains robust but must accelerate further to match demand. Industry forecasts suggest thousands more fast charging ports will be installed through 2026, but the pace of EV fleet growth means utilization pressure is likely to remain high.
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