Is 2026 when the EV shakeout finally arrives?
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Is 2026 when the EV shakeout finally arrives?
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About this listen
The EV charging industry is entering a market-rate moment. Incentives are fading in many markets, growth has slowed from the early-2020s surge, and operators are under real pressure to prove their business models. In this start-of-year episode of In-Between Charges, Kevin Spangenberg and Mike Hawks reflect on what 2025 revealed about the state of EV charging, from shifting government targets and cooling investor sentiment to the growing importance of site quality, reliability, and utilization.
They unpack what the much-talked-about “shift to profitability” actually means in practice, where operators are getting it right, and why some networks are starting to pull ahead while others struggle. The conversation also turns practical: Mike and Kevin put on their investor hats and answer a simple but important question: if you had $10m to invest in EV charging today, where would you put it? A candid discussion about what really matters as the EV industry turns the page on a rocky year and looks forward to 2026.