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It’s a thriller wrapped in an enigma: If EV gross sales are crashing, why are a whole bunch of latest public EV charging stations nonetheless popping up everywhere in the nation like mushrooms after the rain? There are various solutions to that query, and the approaching wave of used EVs into the US market may very well be certainly one of them.
So Few EVs, So Many EV Charging Stations
CleanTechnica has been monitoring the ahead momentum of the general public EV charging enterprise because the starting of US President Donald Trump’s second time period in workplace, notably because it pertains to gasoline stations, comfort shops, quick-serve eating places, and different grab-and-go retail areas, in addition to grocery shops and different locations the place drivers are inclined to linger longer.
The charging station momentum held agency all all through 2025. This yr guarantees extra of the identical, regardless of the EV gross sales crash that adopted the untimely demise of the federal EV tax credit score final September.
On January 18, for instance, CleanTechnica’s Jake Richardson reported that meals big Kroger has partnered with the main charging station agency EVgo to put in hundreds of latest stations throughout Kroger’s holdings in Arizona, California, Florida, Georgia, Texas, and Washington, amongst different hotspots for EV gross sales.
EVgo can be putting in the charging stations at Kroger-branded areas in addition to the conglomerate’s Meals Co., Fred Meyer, Fry’s Meals Shops, Harris Teeter, King Soopers, and Smith’s Meals and Drug websites.
That doesn’t signify all of Kroger’s areas, but it surely’s a very good begin. For the document, the Kroger web site additionally lists Baker’s, Metropolis Market, Dillons, Meals 4 Much less, Gerbes, Jay C Meals Retailer, Mariano’s, Metro Market, Pay-Much less Tremendous Markets, Choose’n Save, QFC, Ralphs and Ruler among the many firm’s different brick-and-mortar websites.
EV Charging And The Coming Wave Of Used EVs
Kroger anticipates that its partnership with EVgo will take about 10 years to culminate. For those who take heed to the EV doom and gloomers, there gained’t be any electrical vehicles on the highway by then, however apparently Kroger and EVgo assume in any other case.
Cox Automotive thinks in any other case, too. The agency’s Manheim wholesale auto gross sales department has spent years prepping for an enormous wave of off-lease EVs to hit the used automotive market ultimately, and ultimately is now.
For those who’re guessing that a few of these leased automobiles are possible to get replaced with new EVs, that’s a reasonably good guess. EV homeowners overwhelmingly say they’ll select one other EV after they want a brand new automotive. As for fleet homeowners, the Trump administration is very unlikely to pump any extra new EVs into the federal fleet, however there are many different jurisdictions, companies, and non-government organizations in want of latest vehicles as their outdated ones age out.
Be that as it might, the chance for brand spanking new EV gross sales is only one angle on the approaching wave of off-lease EVs. The shift in routes that happens when a automobile modifications arms might additionally assist help momentum within the EV charging house.
As described by Grace Huang, President of Cox Automotive Stock Options, on January 15, sellers are about to see the “largest wave of used EVs the business has ever skilled.” When that occurs, new and present EV drivers can be hitting the highway with totally different driving patterns and totally different wants for charging than the unique homeowners.
Right here Comes A New Wave Of Used EVs
Retailers are already jockeying to draw buyer visitors. They don’t care if a brand new or used EV comes up the driveway, they simply wish to get an edge on the competitors. Providing EV charging on website is an effective solution to do it, and in line with Huang, there can be loads of used EVs on the highway within the coming months (break added for readability):
“The info indicators are unmistakable. EVs accounted for roughly 5% of lease maturities in 2025, however that quantity is predicted to greater than double in 2026 (12%) and will attain round 23% by 2028.
“Each a kind of off-lease automobiles feeds straight into the used and wholesale markets, and since EV leasing surged whereas incentives have been wealthy, a wave of returns will ripple by wholesale channels for years.”
“What might seem like cooling for brand spanking new automobile gross sales is definitely a reset for the used market, setting the stage for the most important wave of used EVs the business has ever skilled,” Huang emphasised.
“The actual EV shift hasn’t peaked. It’s simply starting,” Huang added. “So, whereas the headlines might concentrate on cooling, the wholesale market tells a distinct story. The subsequent section of EV progress can be outlined by the businesses ready to course of, consider, value and transfer EVs at scale.”
Huang additionally famous that the shift is already properly underway. She cited Manheim’s wholesale EV quantity, which grew 47% year-over-year in This fall 2025.
Subsequent Steps For EV Gross sales In The US
Manheim has already taken steps to benefit from the brand new EV wave. With expertise within the EV-friendly markets of the UK and Southern California, the corporate has 800 EV chargers on the prepared throughout its areas, together with a whole bunch of educated technicians. “One of the best practices established in these markets are actually being deployed throughout our whole Manheim footprint, together with dedicating EV‑solely areas at choose websites,” Huang factors out.
As for brand spanking new EV gross sales, the elimination of the $7,500 federal tax fostered a run on EVs on the finish of final summer time, as drivers rushed to benefit from the financial savings earlier than the September 30 drop-dead date. Nevertheless, the ache was not unfold evenly. Cadillac, for instance, breezed onwards to earn a year-on-year improve in This fall EV gross sales as deep-pocketed EV fanatics shrugged off the lack of a tax credit score.
Whether or not Cadillac’s This fall document was a blip or an indication of continuous energy stays to be seen. We’ll know extra within the coming months.
One other EV maker to keep watch over is Toyota. After lagging behind the all-electric curve within the US for years, Toyota is introducing the 100% electrical C-HR crossover this yr, with supply to sellers anticipated in March. That’s a curious transfer, contemplating that Toyota tried to market a gas-powered model of the C-HR within the US only a few years in the past, solely to drop the try like a sizzling potato. The lack of the federal tax credit score gained’t make issues any simpler.
However, Toyota is urgent ahead. If all goes in line with plan, the automaker’s new co-branded EV charging station partnership with EVgo will assist help gross sales. The corporate has additionally joined forces with the IONNA charging consortium in addition to ChargePoint.
Photograph: A coming tsunami of off-lease EVs is about to explode the US used automotive market, serving to to help momentum within the EV charging business (cropped; courtesy of US Division of Vitality).
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