The EV charging infrastructure is under pressure: ChargePoint data reveals a growing bottleneck as demand surges. With over 100 million EV charging sessions facilitated in the past year, the company highlights a concerning trend: the rate of charging sessions is outpacing the installation of new chargers. This disparity is evident in the global EV sales figures, which rose by 20% in 2025, with European sales soaring by 33%. The issue is further compounded by the fact that charging sessions on ChargePoint's network increased by 34% in 2025, despite a smaller growth in the total number of vehicles on the road. This indicates that more drivers are competing for each charger, potentially leading to longer wait times and reduced charging efficiency. The situation is expected to worsen in 2026 if installation rates don't accelerate, according to ChargePoint's CEO, Rick Wilmer. This bottleneck could significantly impact the overall EV adoption experience, as the focus shifts from new EV sales to the cumulative number of vehicles on the road. However, it's important to note that the utilization pressure is real, and if session growth continues to surpass infrastructure growth, charging performance may become a critical competitive factor. ChargePoint's network has already made a substantial environmental impact, avoiding the use of 714 million gallons of gasoline and over 4.5 million metric tons of greenhouse gas emissions since 2007. This data highlights the need for a comprehensive approach to EV charging infrastructure development to meet the growing demand.
