Dynamic EV Charging Pricing: A Tipping Point for Infrastructure Investment

Oliver BlakeThursday, May 22, 2025 6:17 am ET
40min read

The global electric vehicle (EV) revolution is no longer a distant future—it’s here, and it’s accelerating. With over 20 million EVs sold globally in 2025 and charging infrastructure expanding at a breakneck pace, one critical factor is propelling this shift: dynamic pricing strategies. These time-based pricing models are transforming EV charging networks from simple energy dispensers into smart, demand-responsive systems. For investors, this is a golden opportunity to capitalize on undervalued infrastructure providers poised to dominate a $200 billion market by 2030. Let’s break down why now is the time to act.

Why Dynamic Pricing is a Game-Changer

Dynamic pricing isn’t just a pricing tactic—it’s a structural upgrade to the EV ecosystem. By adjusting rates in real time based on demand, grid capacity, and renewable energy availability, these systems optimize efficiency and reduce costs. The proof? A 40% price reduction in a UK trial led to an 117% surge in charging volumes, while even a 15% discount boosted usage by 30% (CNZ/Electroverse study).

This data shatters the myth that EV charging is purely habit-driven. Instead, drivers are price-sensitive, especially in lower-income areas and regions like the UK’s North and East, where responsiveness to discounts was highest. For infrastructure providers, this means dynamic pricing isn’t just a tool—it’s a revenue engine.

Structural Growth: Regional Hotspots and Policy Tailwinds

The EV charging market isn’t growing evenly—it’s exploding in specific regions, driven by policy, investment, and consumer demand:

  1. China: The Unstoppable Leader
  2. 60% of global EV sales in 2025, with a 60% market share by year-end.
  3. 80% of global fast-charger growth in 2024, fueled by subsidies and mandates like the trade-in scheme offering CNY 20,000 for EV purchases.
  4. Beijing’s goal: 1,000 ultra-fast charging stations by 2025.


(Note: BYD is a battery manufacturer, but its partnerships with charging providers highlight China’s ecosystem dominance.)

  1. Europe: Regulatory Powerhouse
  2. EU’s AFIR regulation mandates fast chargers every 60 km on major roads by 2025, with 150 kW minimum capacity.

  3. Germany, France, and the Netherlands lead in charger density, but dynamic pricing adoption is spreading rapidly.

  4. US: Catching Up, but Lagging in Utilization

  5. 1.8 million EV sales in 2025, but only 24 EVs per public charger (vs. China’s 10 EVs per charger).
  6. $5 billion allocated under the Bipartisan Infrastructure Law—but disbursements are delayed. Companies securing these funds first will gain an edge.

Undervalued Infrastructure Providers: The Hidden Gems

While giants like ChargePoint (CHPT) and ABB (ABB) dominate headlines, smaller players are primed for breakout growth. Here’s where to look:

  1. Wallbox (WBOX)
  2. Focus: IoT-enabled residential and commercial chargers with dynamic pricing integration.
  3. Edge: Early mover in smart home charging ecosystems, with partnerships in Europe’s V2G markets.
  4. Undervalued? Current valuation lags behind its tech capabilities.

  1. EVgo (EVGO)
  2. Strength: Largest public fast-charging network in the US, with dynamic pricing trials showing 35% revenue uplift in off-peak hours.

  3. Policy Play: Benefits from the NEVI program’s $885 million allocation for highway chargers.

  4. Regional Stars in Emerging Markets

  5. India’s Tata Power EV Solutions: Leveraging PM E-DRIVE subsidies to build 1,000+ fast chargers by 2025.
  6. Vietnam’s VinFast: Expanding ultra-fast networks (up to 400 km in 5 minutes) with AI-driven pricing for EV exports.

The Investment Opportunity: Act Now Before the Surge

The EV charging market is at a tipping point. Dynamic pricing isn’t just a strategy—it’s the operating system of next-gen networks. Investors who act now can secure stakes in companies that will:
- Monetize grid optimization: Using AI and V2G tech to balance supply and demand.
- Capture underpenetrated regions: Like Southeast Asia (doubling EV sales in 2025) or Africa (100%+ growth in Ethiopia).
- Benefit from policy tailwinds: EU’s 2025 mandates, China’s subsidies, and the US’s delayed-but-inevitable funding.

Final Call to Action

The EV revolution is here, and the charging infrastructure boom is not a fad—it’s a structural shift. Dynamic pricing is the catalyst, and undervalued providers are the fuel. Act now to invest in the companies building the smart grids of tomorrow before the market catches up.

The clock is ticking—don’t miss the next wave.

Data sources: Centre for Net Zero (CNZ), Electric Vehicle Charging System Connectivity Market Report, and regional sales data.