Domino Effect: How Tesla Is Winning the Charging War

When it comes to charging an electric vehicle in the US, drivers face a complex landscape. Tesla currently dominates the sector with its highly efficient stations and ultra-fast chargers, but an array of companies are vying for a share of this burgeoning market. And with $7.5 billion from the Biden administration’s NEVI program now available for building out the nation’s charging network, the competition is hotter than ever. On today’s show, Dana speaks to Ryan Fisher, BNEF’s head of EV Charging, and Corey Cantor, a Senior Associate from BNEF’s New York office. Together they discuss the different US charging networks, who owns them, how many chargers they each have. They also discuss how the public charger rollout varies from state to state, the subsidies involved, and whether anyone is in a position to challenge Tesla.

Complimentary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal, on bnef.com or on the BNEF mobile app.

Links to research notes from this episode:

Automakers Assemble for US EV Charging - Six Years Late - https://www.bnef.com/insights/31871

EV Charging Outlook 2023: Grounds for Optimism - https://www.bnef.com/insights/31781

GM Crawls Back to Twitter and Tesla to Save EV Ambitions - https://www.bnef.com/insights/31583/view

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