Why the EV Charging Business Is Booming

EV charging infrastructure is expanding at record pace as a bet on future demand, despite falling EV sales and weak charger-company economics.

• Charging build-out outpaces EV sales: The US added ~11,000 public plugs through August and is on pace to match or exceed 2025's record, even as EV sales are down roughly 50% year-over-year.
• Better sites, better tech: Chargers are moving from inconvenient spots (behind big-box stores) to locations with restrooms and restaurants, with faster speeds and more plugs per site than the old two-plug norm.

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