Evaluating the EV Charging Ecosystem: Strategic Dynamics of Multifamily Integration, Fleet Hubs, and Regional Infrastructure Variability

The EV charging ecosystem is expanding despite slower EV adoption, with multifamily housing representing the largest growth segment. Level 2 chargers dominate residential and multifamily settings, while Level 3 fast chargers drive higher but capital-intensive revenue models. Revenue-share structures are viewed as more sustainable than subscription models due to low utilization rates. Regional dynamics vary based on incentives, electricity costs, and EV penetration, with California leading adoption despite high utility rates. Supply chain risks and lithium sourcing remain strategic concerns.