Daily EV news · Global · 13 September 2026
EV Charging
Tesla leads 2026 EV charging rankings with over 80,000 stalls and 6.7 TWh delivered in 2025
The global EV charging industry is shifting focus from installation volume to operational metrics such as reliability, utilization and return on investment, according to a competitive analysis covering 2026. Tesla's Supercharger network exceeded 80,000 stalls and delivered 6.7 TWh of electricity during 2025, maintaining its position as the global benchmark for fast charging through vertical integration of vehicles, chargers, software and payments. The analysis highlights that electricity throughput, charging sessions, uptime and recurring software revenue are becoming as important as the number of plugs installed, with battery energy storage systems, artificial intelligence, roaming agreements and energy management software emerging as competitive advantages.
Why it matters
Procurement teams and CPOs must now evaluate charging infrastructure on operational performance and financial returns rather than installation numbers alone, with throughput, utilization and uptime becoming critical tender criteria. The emphasis on software revenue, BESS integration and energy management signals that successful charging networks will require sophisticated operational capabilities beyond hardware deployment.