Key Strategies for EV and EVCI Expansion

The authors, Mike Sheppard, CEO of PTR Inc. & Zainab Shah, Lead EVCI Analyst – Americas, highlight how the U.S. EV and charging infrastructure sectors are navigating a new era shaped by policy shifts and economic pressures. Following the rollback of key federal programs in early 2025, leading industry players have pivoted toward private-sector solutions and partnerships to sustain growth. This shift marks a broader trend of innovation and resilience in the face of funding uncertainty. Strategies adopted by firms such as IONNA, Alpitronic, and Rivian underscore the importance of collaboration, adaptability, and diversification. IONNA’s automaker-led initiative aims to deploy 30,000 chargers by 2030, while Rivian rebounded its supply chain setbacks and scored a major tech partnership with Volkswagen. Meanwhile, Alpitronic has entered the U.S. market with high-performance chargers, leveraging its European success, and Walmart is building a company-owned fast charging network to enhance customer experience and revenue.

ABB continues to expand high-power charger deployments, including for heavy-duty vehicles, in collaboration with Electrify America and IONNA. Across these examples, PTR’s analysis indicates a clear trend: success hinges on proactive investment, strategic alliances, and operational innovation. As the federal role diminishes, private capital is shaping the future of EV adoption in the U.S. With DC fast charging expected to grow at a CAGR of 31% through 2035, companies that prioritize scalability, data integration, and infrastructure ownership are best positioned to lead. The strategies detailed serve as critical benchmarks for stakeholders navigating this dynamic market.

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