Global Charging Infrastructure Forecast (2025-2030)
Analysis of DC Fast Charging deployment, NACS standardization, and grid load implications.
2030 Target
38M
Total Public Points
Inv. Required
$1.7T
Cumulative CapEx
Fast Charge
36%
Market Share
Executive Summary
The deployment of public charging nodes is the primary bottleneck for mass EV adoption. This report analyzes the shift from Level 2 destination charging to high-speed DC Fast Charging corridors.
The Shift to High-Power DCFC
While Level 2 (AC) chargers currently dominate the landscape by volume, the capital allocation is heavily shifting toward DC Fast Charging (DCFC) infrastructure (150kW+). As battery architectures migrate from 400V to 800V, the demand for ultra-fast charging (350kW) is creating a new premium tier in the market. Major Charge Point Operators (CPOs) are prioritizing highway corridors to alleviate range anxiety.
NACS Standardization Impact
The universal adoption of the North American Charging Standard (NACS) by Ford, GM, and other legacy OEMs has effectively ended the connector war. This consolidation reduces hardware fragmentation and accelerates the deployment of interoperable networks. For CPOs, this simplifies supply chains but increases the urgency to retrofit legacy CCS1 hardware.
The Role of Digital Domains
As charging networks consolidate, brand authority becomes paramount. A centralized digital hub (like EV.NET) offers a neutral, authoritative platform for network aggregation, roaming agreements, and consumer interface. The .NET extension specifically aligns with the "Network" nature of the infrastructure layer.
Own the Digital Infrastructure
As the market for Infrastructure matures, authoritative digital real estate becomes scarce. EV.NET is the category-defining asset for this sector.
Acquire Domain Asset