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US charging network hits record expansion despite EV sales halving after tax credit removal

By Eve

The US electric vehicle charging industry installed nearly 2,000 new charging stations with more than 12,000 ports by early October 2026, matching the pace of 2025's record year (3,885 stations, 19,839 ports), according to Paren Data Organization. This expansion continues despite US EV sales halving year on year and market share dropping from 12% in Q3 2025 to around 6% in 2026 following elimination of federal tax credits and fuel consumption regulations under President Trump.

Why it matters

Charge point operators are building ahead of demand rather than reacting to current sales, signalling confidence in long term EV adoption and creating procurement opportunities even as automakers scale back electrification plans. The divergence between installation rates and vehicle sales suggests infrastructure investors are positioning for future growth cycles independent of short term policy shifts.

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Original title
“The US electric vehicle charging market is experiencing record growth despite declining sales.”
Published
12 October 2026

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