“Buy America is likely to be another constraint in terms of how fast we can get the stations out,” said Thor Anderson, an Arizona Department of Transportation project manager. “Everybody is going to be looking to install new charging stations at once, so that’s going to put a lot of pressure on the manufacturing of chargers.”
Even so, the feds say there will be enough chargers to meet initial demand, which is expected to be limited. Looking at current EV sales figures, it’s a solid argument. EV sales are growing, but in 2022, BEVs only made up 5.6% of all light vehicle sales.
Of the four major charging network operators (including ChargePoint, EVgo, and Electrify America), Tesla is by far the largest and finds itself in a good position. Superchargers are made in New York, and it’s rolling out CCS Magic Docks for non-Tesla models like the Hyundai Ioniq 5.