Charging Infrastructure

Pure-Play Charging Company Revenue

Quarterly revenue for publicly traded EV charging companies ($M). Sources: company earnings reports, SEC filings.

Quarterly revenue for publicly traded pure-play EV charging companies ($M). Sources: company earnings reports, SEC filings.

Network Utilization Rates

Estimated average charger utilization rate by network — industry breakeven typically requires 15–20% utilization. Sources: company filings, BloombergNEF.

Estimated average charger utilization rate by network. Industry breakeven typically requires 15-20% utilization. Sources: company filings, BloombergNEF estimates.

Revenue per Charging Port

Annualized revenue per port by operator — higher revenue per port indicates better unit economics and path to profitability. Sources: company filings, analyst estimates.

Annualized revenue per charging port by operator. Higher revenue per port indicates better economics and route to profitability. Sources: company filings, analyst estimates.

US NEVI Federal Funding Tracker

National Electric Vehicle Infrastructure (NEVI) Formula Program — $7.5B allocated 2022–2026. Sources: FHWA, Joint Office of Energy and Transportation.
Total NEVI Allocation

$5.0B

Stations Deployed

178 of 5,000+ planned

StateAllocation ($M)Stations FundedStations OperationalCompletion %
Texas$4074812
25%
California$3834218
43%
Florida$198228
36%
New York$175206
30%
Pennsylvania$1711810
56%
Illinois$149165
31%
Ohio$1402815
54%
Georgia$135157
47%
Michigan$1102212
55%
North Carolina$109146
43%
Virginia$106128
67%
Indiana$100158
53%
Tennessee$88104
40%
Missouri$781811
61%
Arizona$76105
50%

National Electric Vehicle Infrastructure (NEVI) Formula Program funding by state. $7.5B total allocated 2022-2026. Sources: FHWA, Joint Office of Energy and Transportation.

Oil & Gas EV Charging Investment

Annual EV charging infrastructure investment by major energy companies ($B). Sources: company annual reports, sustainability disclosures.

Annual EV charging infrastructure investment by major energy companies ($B). Sources: company annual reports, sustainability disclosures.

Charging Infrastructure - Economics | Sterling