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While EV adoption has long been the engine of infrastructure expansion, this year challenged that momentum. EV sales growth slowed in key markets, while the pace of public charger deployment—fueled by intense competition and ambitious rollouts—outstripped demand. 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These levers not only help to close today's profitability gap but also build defensible positions in a market heading towards consolidation. Read on to explore how leading CPOs are already rethinking pricing, infrastructure strategy, and cost control—and how you can act now to secure a winning position in the EV charging space. With more than $40 billion in value at stake by 2030—and almost $88 billion by 2035 across CPO and eMSP plays—the opportunity is substantial. 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In this maturing, capital-intensive market, sustainable success will depend on profitability, resilience, and smart allocation of capital. Investors are seeking evidence of disciplined growth strategies and robust site-level economics. 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