Deep Dives

In-depth analysis of the EV charging market — economics, consolidation, and what comes next.

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Europe's charging network survived July. 145 sites didn't.

By Chargalytics · August 5, 2026

Between 6 July and 2 August, load across almost 21 000 fast-charging bays in five European countries ran 53% above spring. 145 sites spent their peak hours effectively full, seven times as many as in May — and almost none of them were in a city.

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The Mer-Eviny merger: who got the better deal?

By Chargalytics · July 12, 2026

We used our Pulse methodology to independently value the Mer and Eviny networks being merged. The data suggests a 25 percentage point gap between operational value and deal terms.

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The Consolidation Game: What Do Future CPOs Look Like?

By Ole Henrik Hannisdahl · March 4, 2026

Europe's CPO market has entered consolidation: Utilities and oil majors are selling, infrastructure funds and fuel retailers are buying, and property control is becoming the decisive moat. This analysis maps likely winners, likely sellers, and when profitability can emerge as BEV-per-fast-charger density rises.

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What does it take for a CPO to be profitable?

By Ole Henrik Hannisdahl · July 24, 2023

Out of all the companies out there owning and operating charging networks, none are profitable, and most burn through cash at an alarming rate. Yet, we see investors and analysts pricing CPOs at up to a whopping 70 times book value. What does it take for a CPO to make money in the long run? What do we have to believe in to justify these valuations? In this article, we break down the main components of a generic CPO financial model to try to answer these questions.

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