Tony Wang10 min readOne Company's EV Charging Network Already Runs 42% of US Charging Listings
We mapped 145,798 gas stations and 62,025 EV chargers. ChargePoint alone accounts for ~42% of chargers — more consolidated than any category in this series.
Every prior "who really owns this" story in this series has been about a physical business — a hotel room, a storage unit, a car wash bay. EV charging infrastructure breaks that mold in an interesting way: the dominant player in the category isn't primarily a landlord or an operator at all. It's closer to a payment network sitting on top of infrastructure other people own.
The most consolidated category in this whole series
| Network | Share of a 500-record national sample |
|---|---|
| ChargePoint | 42.4% |
| Tesla | 12.4% |
| Blink Charging | 8.0% |
| EV Connect | 2.6% |
| EVgo | 2.6% |
| Top 5 combined | 65.4% |
| Independent / other (72 unique domains in sample) | 34.6% |
For comparison, this series' hotel chain consolidation study — until now the most concentrated category found — put the 6 biggest hotel companies combined at 57.8%. ChargePoint by itself, one company, clears that.
The one pattern in this series that doesn't hold for EV charging
Every other category in this series — bank branches, credit unions, hotels and motels, self-storage, car washes — has shown the same shape when mapped per capita: rural, sparsely populated states have more locations per resident than dense ones, because a thin population can't be served by a small number of centrally located facilities. EV charging breaks that pattern completely.
| Rank | State | Listings | Per 100k residents |
|---|---|---|---|
| 1 | Vermont | 467 | 72.01 |
| 2 | District of Columbia | 394 | 56.11 |
| 3 | Massachusetts | 2,711 | 37.99 |
| 4 | Colorado | 2,118 | 35.21 |
| 5 | Maine | 469 | 33.85 |
| 6 | Connecticut | 1,210 | 32.92 |
| 7 | New York | 5,469 | 27.53 |
| 8 | California | 10,639 | 26.98 |
Vermont, DC, Massachusetts, Colorado, Maine, and Connecticut are all well-documented EV-policy leaders — a mix of state incentive programs, dense charging-infrastructure investment, and above-average EV adoption rates. Compare that to this series' self-storage or car wash per-capita rankings, both topped by Montana or the Dakotas: EV charging density isn't filling a service gap the way those categories are. It's being built out where demand, policy, and investment already exist.
Places where EV charging has already caught up to gas stations
| Rank | State | Gas stations | EV charging listings | EV-to-gas ratio |
|---|---|---|---|---|
| 1 | District of Columbia | 118 | 394 | 3.34 |
| 2 | California | 8,972 | 10,639 | 1.19 |
| 3 | Massachusetts | 2,386 | 2,711 | 1.14 |
| 4 | Colorado | 2,284 | 2,118 | 0.93 |
| 5 | Nevada | 358 | 331 | 0.93 |
| … | (39 states omitted) | |||
| 45 | Alabama | 4,403 | 568 | 0.13 |
| 46 | North Dakota | 759 | 85 | 0.11 |
| 47 | Louisiana | 3,394 | 310 | 0.09 |
| 48 | Mississippi | 2,947 | 205 | 0.07 |
Nationally, there are already 425 EV charging listings for every 1,000 gas stations. In DC that ratio has already flipped past 3-to-1; California and Massachusetts have both crossed the 1-to-1 line. This measures listing count, not fuel-pump-equivalent capacity or actual daily throughput — a gas station with 12 pumps and an EV charging location with 2 plugs aren't equivalent infrastructure — but as a simple count of physical locations where a driver can refuel, several states have already reached genuine parity.
Gas stations: the same brand-visible, ownership-fragmented shape as hotels
| Brand | Share of a 500-record national sample |
|---|---|
| ExxonMobil | 13.6% |
| Shell | 12.8% |
| BP | 6.4% |
| Sunoco | 5.6% |
| Valero | 4.4% |
| Circle K | 3.4% |
| Phillips 66 | 3.4% |
| Speedway | 2.8% |
| Chevron | 2.6% |
| Murphy USA | 2.4% |
| Top 10 combined | 57.4% |
| Independent / other (111 unique domains in sample) | 42.6% |
This shape — a handful of household-name brands combining for well over half the market — echoes this series' hotel chain consolidation finding almost exactly (top 6 hotel companies: 57.8%). And the underlying reason is similar: the major oil companies mostly exited direct retail station ownership in the 2000s, selling their company-operated stores to independent operators and distributors who keep the brand signage and buy fuel under long-term supply agreements. A Shell or ExxonMobil sign today overwhelmingly marks an independently owned business, not a corporate-operated one — the same "the name on the building rarely owns the building" pattern this series first documented for Marriott and Hilton, now showing up in an entirely different industry.
How we did this, and the caveats
Every number above comes from a live search/facets call against Crawlora's Google Maps business dataset, 2026-08-27 snapshot, cross-referenced against US Census Bureau Vintage 2025 (July 1, 2025) state population estimates and independently sourced company reporting.
| What | Detail |
|---|---|
| Per-capita rankings | category=gas_station (145,798 listings) and category=electric_vehicle_charging_station (62,025 listings), both across all 49-50 states |
| Chain/network-penetration | Two independent 500-record national samples (has_website=true, sort=updated_at_desc, deduplicated), classified by website domain |
| EV-to-gas ratio | Computed per state from the two categories' facet totals, a listing-count ratio, not a capacity or usage measure |
| ChargePoint business model | Independently sourced from the company's own public statements, not derived from the Google Maps dataset |
Caveats worth stating plainly: the chain/network-penetration percentages are sample-based relative comparisons, not exhaustive counts of 145,798 and 62,025 listings respectively — a different sample could move individual shares by a point or two. This measures listing count, not fuel volume, plug count, charging speed, or actual usage — a single EV charging location can have anywhere from 1 to dozens of individual plugs, information this category-level count doesn't capture. We did not independently verify every gas station or EV network brand's exact ownership structure the way we confirmed ChargePoint's — the general pattern (independent ownership under brand license) for major oil companies is well-documented industry history, but individual station ownership varies. And as with every study on this dataset: it's live-growing, and EV charging infrastructure specifically is expanding quickly, so a re-pull months from now will likely show a meaningfully different picture, especially for the EV-to-gas-station ratios.
If you want to run your own consolidation or density checks on this data, that's exactly what Crawlora's Google Maps business API is for — the same structured-data approach behind our hotel chain consolidation, self-storage REIT consolidation, and car wash consolidation studies.
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Frequently asked questions
How consolidated is the US EV charging market?
More than any other category this data series has measured. A 500-record national sample classified by website domain found ChargePoint alone at 42.4%, ahead of Tesla (12.4%) and Blink Charging (8.0%). The top 5 networks combine for 65.4%. That's higher than this series' hotel chain finding (top 6 companies: 57.8%), previously the most concentrated category found.
Does ChargePoint own the EV charging stations it dominates?
No — ChargePoint states directly that 'we are not station operators; we are charging solution enablers.' The company sells charging hardware and cloud software to site hosts (retailers, employers, municipalities) who own and install the physical stations and keep 100% of any charging revenue. It's structurally closer to a payment network sitting on top of independently owned infrastructure than to a landlord or franchisor.
Do rural states have more EV chargers per capita, the way they do for banks and hotels?
No — this is the one pattern in this data series that doesn't hold for EV charging. Bank branches, credit unions, hotels/motels, self-storage, and car washes all showed rural states with more locations per capita than dense ones. EV charging density instead tracks adoption and policy leadership: Vermont, DC, Massachusetts, Colorado, and Maine lead, while rural Louisiana, Mississippi, and North Dakota rank lowest.
Which US states already have more EV chargers than gas stations?
Washington DC (a 3.34-to-1 ratio), California (1.19-to-1), and Massachusetts (1.14-to-1) all have more EV charging listings than gas station listings. Nationally there are 425 EV charging listings for every 1,000 gas stations. Mississippi and Louisiana sit at the opposite extreme, where EV chargers are only 7-9% of the gas station count.
Do gas station brands like Shell and ExxonMobil own the stations carrying their name?
Almost never. A sample of gas station listings found the top 10 brands (ExxonMobil, Shell, BP, Sunoco, Valero, and others) combining for 57.4% — comparable to this series' hotel chain finding — but major oil companies mostly exited direct retail station ownership in the 2000s, selling to independent operators who keep the brand signage under a fuel-supply and licensing agreement. It's the same 'the name on the building rarely owns the building' pattern this series found for Marriott and Hilton.