The Trump administration directed states to stop spending money for EV charging infrastructure, funds they were allocated under former President Joe Biden. Trump has slammed federal funding for electric vehicle chargers as “an incredible waste of taxpayer dollars.
The administration may need an act of Congress for this, and it’s unclear there will be one.
NEVI was created through the Biden administration’s Bipartisan Infrastructure Law, passed by Congress in 2021, to fill gaps in the EV charging infrastructure network. But On his first day in office Trump paused billions of dollars in funding for a nationwide buildout of fast electric car chargers that had been allocated to states through the National Electric Vehicle Infrastructure Formula program.
Based on this background, Linkpowercharging analyzes the impact of the sudden policy change and proposes strategies for operators to break through.
| State Type | Policy Response | 2025 Forecast | Data Source |
|---|---|---|---|
| Democratic States (CA, NY) | Fuel tax reallocation (5%-10%), green bonds | +15% YoY growth | California Energy Commission |
| Republican States (TX, FL) | Redirect funds to oil/gas, cut EV tax credits | -20% YoY growth | Texas DOT |
| Swing States (PA, MI) | PPP pilots, subsidy extensions | ±5% YoY growth | PREA |
BloombergNEF’s North America Charging Infrastructure Outlook 2025-2030 projects a 35%-40% slowdown in public charger deployments if the NEVI freeze persists for 12 months, with rural areas regressing to 2022 coverage levels. The analysis of 2,300 active projects reveals 61% of contractors have halted equipment purchases due to payment uncertainties.
BCG’s study highlights the 1:2.5 multiplier effect of federal subsidies—every 2.5 in private capital. The 9 billion in private investments, particularly in grid-edge software (e.g., load management) and rural stations. For instance, ChargePoint postponed AI upgrades at 20 Texas sites, incurring $12 million in projected revenue losses.
Democratic lawmakers are advancing the Charging Infrastructure Security Act, which would:
The industry-backed Charging Alliance, representing 23 major operators, launched a lobbying blitz to restore 50% of frozen funds by Q3 2025. Their strategy leverages hard data: Each canceled charger station eliminates 54 local jobs and $8.3 million in annual tax revenue—a message targeted at swing-state legislators.
Industry leaders say that the demand from drivers for EV chargers will propel companies to build more of them. “I think the trend will continue. Maybe it’ll slow down over the next four years … but it’s going to continue,” said Bassem Ammouri, the chief operating officer at EV Connect, a major EV charging platform.
The fear for some is that delaying critical charging infrastructure could have a domino effect on the EV transition, because it could slow sales, said Matt Stephens-Rich, director of programs at the non-partisan group Electrification Coalition.
“As the world is shifting to electric vehicles, any slowdown will put the U.S. auto industry further behind,” Stephens-Rich said.
Trump’s suspension of NEVI funding will trigger a short-term shock in the U.S. charging industry, but blue state self-help, technological innovation and business model breakthroughs may give rise to a more market-oriented industry ecology. Operators need to adopt a combination of “policy hedging + technology cost reduction + ecological reconstruction” strategy to turn the crisis into an opportunity for industry upgrading. In the long run, the recurrence of federal policies may accelerate the arrival of the private capital-led charging 2.0 era, and the head of the enterprise with the ability of technological iteration and commercial innovation will occupy a larger market share.
As a global EV charger manufacturer with 10+ years of R&D expertise and 120,000+ units deployed worldwide, we deliver turnkey solutions to navigate policy shifts:
With EVs projected to hit 40% market share by 2030 (IEA) requiring 1.7 public chargers per vehicle, investing in charging infrastructure remains a strategic imperative despite temporary headwinds.
Authoritative sources
Department of Energy (DOE): NEVI Program Impact Report 2024.
2025 EV Charging Infrastructure Forecast.
Boston Consulting Group: Federal Subsidy Cuts & Private Investment.
EV Charging Operator Survey 2024.
halifax.citynews
A1: Rural areas will be most affected, with 12,000 planned sites potentially eliminated; blue states cushioning the blow with state subsidies, red states building at a rate that could drop by 20%.
A2: Apply for state subsidies (e.g., California AB 2061), partner with retailers to reduce land costs, and deploy dynamic pricing technology to boost revenue.
A3: Industry experts predict that some funding could be restored in 2026 if Democrats push for legislative pushback; otherwise the freeze may extend to 2028.
A4: Yes, Shell Texas pilot shows 35% hydrogen revenue share, appropriate for red-state policy environment.
A5: Guidehouse Insights forecasts 18% growth in home L2 charging post sales by 2025 due to expected shortfall in public charging.
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