Survival Mode On? EV Charging Enters Its Shakeout Era: BI Replay

The share of battery electric vehicles (BEVs) on US roads is set to triple by 2030, surging from 2.1% to 6.5% under Bloomberg Intelligence’s scenario. This expansion could drive EV-charging market revenue to $30.9 billion within five years. Yet many independent network providers may be poorly positioned to scale — leaving OEM-backed platforms like Tesla, Rivian, and IONNA in pole position to dominate. Join Steve Man, Director of Research, Autos and Industrials, and Peter Lau, Senior Associate, Bloomberg Intelligence, for a timely discussion on the structural advantages shaping the next era of US EV-charging buildout.