
Episode #4
Is 2026 when the EV shakeout finally arrives?
<p>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.</p><p>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 star...






