Photo: ChargePoint
ChargePoint enabled more than 100 million EV charging sessions over the past year, and it says demand is now growing faster than new chargers are being installed. Using its network data and 2025 EV sales figures, the company argues infrastructure isn’t keeping pace with the expanding fleet of EVs already on the road.
According to ChargePoint, nearly 60% of the 19.3 billion electric miles it has enabled over almost 18 years occurred in the past two years. That’s a sharp acceleration.
“ChargePoint believes we have entered the next phase of EV adoption. New EV sales are no longer the primary benchmark for charger demand; it’s the total number of EVs on the road. Those installing chargers in 2026 should see accelerated ROI because of this utilization pressure,” said CEO Rick Wilmer.
Charging sessions are rising faster than new chargers
Global EV sales rose 20% in 2025, according to industry data. European EV sales jumped 33%, and the US had its second-best year for EV sales.
But on ChargePoint’s network, charging sessions grew even faster. In 2025, the total volume of charging sessions increased 34%, even though growth in the total number of vehicles on the road was smaller.
ChargePoint says 190,000 additional charging ports became available on its network in 2025. Even so, utilization growth still outpaced new port growth by nearly 20%. In other words, more drivers are competing for each charger.
The company warns that the bottleneck could worsen in 2026 if installation rates don’t accelerate.
Today, more than 1 million drivers use ChargePoint every month. Plug-in hybrid vehicles (PHEVs) account for 16% of all commercial AC charging sessions managed on the ChargePoint platform, based on cars identified in its mobile app.
ChargePoint drivers now have access to more than 900,000 roaming ports globally, in addition to roughly 375,000 public and private ports that the company directly manages.
ChargePoint estimates that since 2007, its network has helped avoid the use of 714 million gallons of gasoline. It says that translates into more than $2 billion in avoided fuel costs for drivers and over 4.5 million metric tons of greenhouse gas emissions.
Electrek’s Take
ChargePoint’s numbers line up with what we’re seeing more broadly: EV sales are still growing, but the bigger picture now is the total number of EVs already on the road.
Once EV adoption reaches a certain point, charger demand becomes less about this year’s sales and more about cumulative vehicles.
But there are a few caveats here.
First, this is ChargePoint’s own network data. Utilization can vary widely by region, site design, and whether we’re talking about workplace Level 2 chargers, fleet depots, or public DC fast chargers. A 34% jump in sessions doesn’t automatically mean every driver is facing lines – it may also reflect things like better uptime, higher turnover, or more frequent top-ups.
Second, raw port counts don’t tell the whole story. A site with 12 well-maintained, high-power DC fast chargers is very different from a parking garage full of Level 2 chargers that sit idle at night. Throughput, reliability, and power levels matter just as much as stall totals.
Still, the utilization pressure is real. If session growth continues to outpace infrastructure growth, charging performance, not just charger availability, could quickly become the real competitive battleground.
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