June 2025 saw a significant development in electric vehicle (EV) charging: the U.S. District Judge blocked the administration's attempt to withhold funds for EV charging infrastructure. This decision is a positive outcome for the expansion of EV charging supply equipment (EVSE). Initially, the administration had intended to slow federal funding for EVSE development. The 2021 bipartisan infrastructure bill allocated $5 billion to the National Electric Vehicle Infrastructure Program to expand EVSE. Despite previous moves to freeze this fund, the public charging grid continued to grow. The number of U.S. public EVSE points increased from 61,000 in February 2024 to 204,600 by March 2025 (Statista).
The judge's recent order to release EV infrastructure funding in 14 states further supports this momentum. Beyond policy, what’s driving such development is fundamental market dynamics that continue to support EVSE development, unlike the uncertainty in growth faced by the EV battery sector.
Policy Changes Impact EV Battery Sector
The Inflation Reduction Act of 2022 has caused a surge in domestic battery production, with companies increasing their quarterly investments from ~$1 billion in 2022 to $11 billion in 2024. However, proposed cuts to EV-related funds challenged the sector. In Q1 2025, companies canceled $6 billion in battery projects, reflecting uncertainty around tax credits for production and consumption levels. The policy instability had raised doubts for manufacturers about long-term domestic viability without incentives. This is applicable for EVSE, but there were other factors driving persistent growth.
Technology Advances Amid Changes
Technological progress improves the industry’s prospects. DC fast charging ports, which are key to consumer convenience, increased by the greatest percentage (7.4%) among all public charger types in recent quarterly data (Alternative Fuels Data Center). This improvement addresses a primary consumer concern for EV adoption: historically limited charger availability. The network expansion and reliability improvements in recent years are now establishing a foundation to gather more EV users.
The freeze on National Electric Vehicle Infrastructure Program funding required undergoing legal procedures, which protected infrastructure development. California has established its own EVSE programs, namely the California Electric Vehicle Infrastructure Project, to maintain regional support.
Implications
The EVSE sector demonstrates that while policies influence growth rates, they are not the sole determinant of adoption. Technology, consumer behavior, and legal frameworks form a complex ecosystem. Electric mobility progresses, not necessarily with policy. For stakeholders, diversified support systems are in demand.
The convergence of technological advancement and economic opportunity appears sufficient to sustain the long-term growth of EVs, though perhaps less for specific cases. The question seems not to be whether this transition to electric mobility will continue, but rather the pace at which it will unfold.
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