Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Thematic (Sector/Industry)

<ul>
<li>U.S. had 78,692 public EV stations and 235,398 ports as of Oct 2025, up 4.9% YTD; California led with 24% share.</li>
<li>ChargePoint dominates Level 2 chargers (33% share), while Tesla leads in DC Fast charging (54% of total DC ports). Electrify America and EVgo follow with ~8% and 7% shares.</li>
<li>Europe surpassed 1 million charge points; China reached 4.32 million public and 17.35 million total chargers by Aug 2025.</li>
</ul>


U.S. had 78,692 public EV stations and 235,398 ports as of Oct 2025, up 4.9% YTD; California led with 24% share.
ChargePoint dominates Level 2 chargers (33% share), while Tesla leads in DC Fast charging (54% of total DC ports). Electrify America and EVgo follow with ~8% and 7% shares.
Europe surpassed 1 million charge points; China reached 4.32 million public and 17.35 million total chargers by Aug 2025.


US EV Charging Infrastructure Tracker - October 2025

<ul>
<li>EV charging stations totaled 83,226 nationwide (September 2025), rising 0.8% month-on-month, but the pace remains inadequate to achieve NREL’s 2030 goal of 1M Level 2 and 182k DC Fast chargers.</li>
<li>California leads with 24% of stations and 26% of ports, while Tesla dominates DC Fast charging (54% share). ChargePoint maintains overall leadership with 33% of total ports across its network.</li>
<li>Ultrafast charging is the emerging trend, with 600kW–1.6MW systems from ChargePoint, BYD, CATL, and Zeekr offering range gains up to 300km in five minutes and setting a new global benchmark.</li>
</ul>


EV charging stations totaled 83,226 nationwide (September 2025), rising 0.8% month-on-month, but the pace remains inadequate to achieve NREL’s 2030 goal of 1M Level 2 and 182k DC Fast chargers.
California leads with 24% of stations and 26% of ports, while Tesla dominates DC Fast charging (54% share). ChargePoint maintains overall leadership with 33% of total ports across its network.
Ultrafast charging is the emerging trend, with 600kW–1.6MW systems from ChargePoint, BYD, CATL, and Zeekr offering range gains up to 300km in five minutes and setting a new global benchmark.


US EV Charging Infrastructure Tracker - September 2025

<ul>
<li>The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.</li>
<li>China had 4.202 million public charging stations at the end of July 2025. Compared to this, U.S. had 77,868 public EV charging stations at the end of August 2025.</li>
<li>Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.</li>
</ul>


The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.
China had 4.202 million public charging stations at the end of July 2025. Compared to this, U.S. had 77,868 public EV charging stations at the end of August 2025.
Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.


US EV Charging Infrastructure Tracker - August 2025

<ul>
<li>The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.</li>
<li>China had 4.096 million public charging stations at the end of June 2025. Compared to this, U.S. had 77,160 public EV charging stations at the end of July 2025.</li>
<li>Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.</li>
</ul>


The U.S. EV charging infrastructure continues to grow slowly. Compared to this, China is progressing rapidly.
China had 4.096 million public charging stations at the end of June 2025. Compared to this, U.S. had 77,160 public EV charging stations at the end of July 2025.
Overall, the current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.


US EV Charging Infrastructure Tracker - July 2025

<ul>
<li>The current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.</li>
<li>According to The National Renewable Energy Laboratory (NREL), U.S. will need 1.0 million Level 2 and 182,000 DC Fast charging points by 2030 to support the charging of electric vehicles.</li>
<li>Based on the current growth rates, U.S. is likely to fall short of these numbers by 2030. The pace of growth needs to pick up rapidly.</li>
</ul>


The current EV charging infrastructure in the US remains inadequate and needs to grow rapidly to meet future demand.
According to The National Renewable Energy Laboratory (NREL), U.S. will need 1.0 million Level 2 and 182,000 DC Fast charging points by 2030 to support the charging of electric vehicles.
Based on the current growth rates, U.S. is likely to fall short of these numbers by 2030. The pace of growth needs to pick up rapidly.


US EV Charging Infrastructure Tracker - June 2025

United States

Blink Charging Co. operates as an electric vehicle charging stations. The Company develops charging stations for building owners, parking garages, municipalities, sporting venues, and other public areas. Blink Charging serves customers in the United States.

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Blink Charging Co (BLNK US)

US EV Charging Infrastructure Tracker - October 2025

The pace of growth of EV charging infrastructure in the U.S. remains modest. In contrast, the pace of adoption in China remains much higher...

GSBR Research

US EV Charging Infrastructure Tracker - September 2025

EV charging stations in the US are increasing, but not fast enough to reach NREL's 2030 goals. California leads in stations and ports, while Tesla...

GSBR Research

US EV Charging Infrastructure Tracker - August 2025

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in America to meet future demand.

GSBR Research

US EV Charging Infrastructure Tracker - July 2025

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in the United States to meet future demand.

GSBR Research

US EV Charging Infrastructure Tracker - June 2025

The US EV charging infrastructure must rapidly expand to meet future demand, with 1.0 million Level 2 and 182,000 DC Fast charging points needed...

GSBR Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

US EV Charging Infrastructure Tracker - October 2025

The pace of growth of EV charging infrastructure in the U.S. remains modest. In contrast, the pace of adoption in China remains much higher...

GSBR Research

US EV Charging Infrastructure Tracker - September 2025

​EV charging stations in the US are increasing, but not fast enough to reach NREL's 2030 goals. California leads in stations and ports, while Tesla...

GSBR Research

US EV Charging Infrastructure Tracker - August 2025

​China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in America to meet future demand.

GSBR Research

US EV Charging Infrastructure Tracker - July 2025

​China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in the United States to meet future demand.

GSBR Research

US EV Charging Infrastructure Tracker - June 2025

​The US EV charging infrastructure must rapidly expand to meet future demand, with 1.0 million Level 2 and 182,000 DC Fast charging points needed...

GSBR Research

EV charging stations in the US are increasing, but not fast enough to reach NREL's 2030 goals. California leads in stations and ports, while Tesla...

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in America to meet future demand.

China's EV charging infrastructure far surpasses the US, highlighting the need for rapid growth in the United States to meet future demand.

The US EV charging infrastructure must rapidly expand to meet future demand, with 1.0 million Level 2 and 182,000 DC Fast charging points needed...