ChargePoint Data Reveals EV Charging Demand Outstripping Infrastructure Growth
Event summary
- ChargePoint analyzed 100M+ EV charging sessions in 2025, showing demand outpacing infrastructure growth
- Charging sessions grew 34% in 2025, while new ports increased by only 20%
- Global EV sales rose 20% in 2025, with Europe up 33% and US at second-best year ever
- ChargePoint now manages ~375K ports and provides access to 900K roaming ports
- PHEVs accounted for 16% of commercial AC charging sessions on the ChargePoint platform
The big picture
ChargePoint's data highlights a critical phase in EV adoption where total vehicles on the road, not just new sales, drives charging demand. The infrastructure gap suggests potential bottlenecks unless installation rates increase significantly. This trend is particularly pronounced in regions like Europe, where EV sales growth is outpacing North America. The environmental benefits of EV adoption remain substantial, with ChargePoint estimating it has helped avoid 4.5M metric tons of GHG emissions since 2007.
What we're watching
- Infrastructure Bottleneck
- Whether 2026 will see accelerated charger installation to address growing utilization pressure
- ROI Acceleration
- How faster EV adoption may improve returns for new charging station installations
- Regional Disparities
- The pace at which Europe's 33% EV sales growth will translate into infrastructure demand compared to other regions