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Fleet electrification is not simply a matter of replacing one vehicle with a comparable model. Electric vehicles represent a fundamental shift in how fleets operate, not just in what they drive, but in how, where, and when they refuel. With a combustion vehicle, the question of energy was largely invisible: fill up at the nearest station and get back on the road. With EVs, that question becomes central to every operational decision.

Fleet electrification has reached an inflection point where the question is no longer whether to transition to electric vehicles, but how to charge them effectively. And that question, where will we charge? It is far more complex than it first appears. There is no universal answer. The right charging scenario depends on operational patterns, duty cycles, site constraints, and grid capacity, and each option comes with its own distinct trade-offs.

The problem

Fleet managers consistently report confusion about where to begin their electrification journey. The challenge stems from a fundamental mismatch: what works brilliantly for office-based vehicles fails catastrophically for high-utilization delivery fleets or emergency services operating around the clock. A post office fleet that returns vehicles each evening faces entirely different constraints than sales representatives whose company cars never visit headquarters.

The stakes are considerable. Recent data from UK fleets show that charging strategy directly impacts operational costs: public charging sessions accounted for only 27% of total charging events but consumed 57% of fleet charging budgets, with costs averaging 81 pence per kWh compared to 25 pence for home charging. A poor charging strategy can transform an otherwise cost-effective EV deployment into an economic liability.

Understanding the charging spectrum

Depot and office charging

Depot charging represents the most straightforward option for fleets with predictable operational patterns. Vehicles park at a central location during operational hours (aka people in the office) and during non-operational hours (typically overnight), where AC chargers (7-22 kW) replenish batteries over 8-12 hours.

This approach works exceptionally well for office-based fleets, municipal vehicles, and any operation where vehicles consistently return to a base location. Installation costs range from $3,500 to $15,000 per charging port for AC equipment, with networked systems adding $500-$1,500 per port for remote monitoring and load management capabilities. Despite higher upfront investment, depot charging delivers the lowest per-kilowatt-hour costs and eliminates the markup premiums charged by public networks.

Home charging for return to home fleets

Home charging addresses the distributed fleet challenge by leveraging employees’ residential locations as charging infrastructure. Drivers charge company vehicles overnight at residential electricity rates, which are typically the most economical option. UK fleet data from 2025 shows home charging averages 25 pence per kWh, compared with 81 pence for public charging, more than three times cheaper.

This model requires establishing reimbursement systems to compensate employees for electricity consumption, with sophisticated tracking platforms now enabling accurate session‑level billing. In certain jurisdictions, such as California, home charging reimbursement is subject to labor code requirements.

The strategic advantage extends beyond cost savings. Home charging eliminates range anxiety for daily operations, ensures vehicles start each day fully charged, and distributes grid load across residential networks rather than concentrating demand at depots. Rightcharge data indicates that shifting a single vehicle from public to home charging can save up to £1,300 annually.

However, this approach relies on one key condition: employees must have a dedicated off‑street parking space, such as a private driveway or garage, where they can safely install and use a home charger. In areas with limited off‑street parking or where employees rely on on‑street or public parking, home charging is not feasible for those drivers, and fleets must fall back on depot, shared, or public charging alternatives.

Public charging networks

Public charging offers maximum flexibility with minimal infrastructure investment; fleets simply pay per session at third-party-operated charging stations. No capital expenditure, site preparation, or electrical upgrades required.

Despite these advantages, public charging carries substantial economic penalties. Analysis shows public DC fast charging costs 30-48 cents per kWh compared to under 13 cents for depot charging. The 2026 State of Fleet Charging report clearly documents this: public sessions accounted for 27% of charging events but 57% of total spend. Beyond cost, reliability concerns persist; some surveys report 25% of public chargers are non-functional at any given time.

Public infrastructure serves strategic roles as backup capacity, supplemental range extension for exceptional trips, and temporary solutions during early fleet transition phases. However, building fleet operations around public charging as the primary strategy guarantees significantly higher operating costs.

Shared depot charging

Shared depot arrangements enable multiple fleet operators to utilize common charging infrastructure, particularly effective when operational schedules create complementary usage patterns. A logistics company operating delivery vehicles from 6 AM to 10 PM can share facilities with an office fleet charging from 8 AM to 6 PM, maximizing infrastructure utilization without scheduling conflicts.

The UK's shared depot network provides concrete evidence for this model, with 31 member organizations, including municipal councils, emergency services, and private operators. The network recorded more than 200 cross-depot charging sessions per month, demonstrating both technical feasibility and operational acceptance.

Shared infrastructure reduces per-vehicle capital costs through pooled investment, accelerates deployment timelines by leveraging existing sites, and increases network resilience by providing geographic charging redundancy. However, implementation requires careful coordination of access management, energy billing allocation, and maintenance responsibility sharing.

Semi-public charging hubs

Semi-public models position fleet charging infrastructure to generate dual revenue streams, serving captive fleet operations during primary hours and opening to the public during off-peak periods. A postal service might operate vehicles from 7 AM to 8 PM using depot chargers, then monetize that same infrastructure for public access from 8 PM to 7 AM.

Daimler's TruckCharge network exemplifies this approach at a commercial scale. Logistics companies like Wessels Logistik deploy charging infrastructure sized for fleet requirements, then sell excess capacity to other commercial users and the general public during downtime. Shell's integrated truck charging network similarly blends private fleet operations with public access, creating what they term built by fleets, for fleets infrastructure.

This model works best for operations with clear temporal boundaries, retail locations, distribution centers with defined shift patterns, or service facilities with predictable closures. The additional revenue can significantly improve infrastructure ROI, but it also introduces operational complexity in access control, billing systems, and mixed‑use management. The challenge with this model is that it requires someone to operate and oversee the charging hub, including managing access, resolving issues, and coordinating between fleet and public users.

The duty cycle imperative

An optimal charging strategy depends fundamentally on vehicle duty cycles, the operational patterns that define when vehicles operate and when they're available for charging. Misalignment between duty cycles and charging strategy results in either underutilized, expensive infrastructure or insufficient charging capacity, constraining operations.

Low-utilization fleets with vehicles parked at depots for 8-12 hours are well-suited to AC charging. Administrative fleets, municipal inspection vehicles, and office-based pool cars fall into this category. Charger-to-vehicle ratios of 1:2, 1:3, or even 1:4 are the norm, and suffice when paired with smart load management, as overnight dwell times provide ample charging windows.

Medium-utilization operations involving distributed territories and moderate daily mileage; sales fleets, field service, regional delivery; optimize around home charging, supplemented by public fast charging for exceptional circumstances. These vehicles rarely visit depot locations during operational hours, making centralized infrastructure impractical.

High utilization fleets operating intensive daily schedules with predictable depot returns require depot-based DC fast charging combined with sophisticated load management. Last-mile delivery, local trucking, and municipal transit fall under this category. Managed charging systems reduce peak electrical demand by 25% and cut operational costs by 37% compared to unmanaged approaches.

Extreme use cases, emergency services, 24/7 taxi operations, and continuous delivery networks pose the most challenging requirements. These fleets swap vehicles rather than drivers, meaning assets remain in continuous service. Solutions require a combination of opportunity charging, rapid DC infrastructure, and, potentially, multi-fleet shared hubs to maintain 24/7 charging availability.

Grid capacity: The invisible constraint

Even perfectly designed charging strategies collide with physical reality at the utility connection point. Distribution grid capacity is often the primary constraint on fleet electrification, particularly for large-scale deployments.

A medium-duty delivery fleet transitioning 50 vehicles might require 2-5 megawatts of new electrical capacity. If that capacity doesn't exist at the depot, requesting utility upgrades can trigger multi-year processes. The UK's connection queue stood at 732 gigawatts as of September 2024, with some projects facing 5+-year timelines.

Industrial zones typically offer better grid access than commercial or residential areas, making relocation more practical than waiting for utility upgrades. Alternatively, phased transitions deploying 20-30% of the target fleet size can operate within existing capacity while upgraded connections proceed in parallel. This approach requires early coordination with utility operators; fleet managers should engage distribution network operators 12-24 months before vehicle deliveries.

When grid constraints prove insurmountable, alternative solutions include battery energy storage systems that buffer peak demand, off-grid mobile charging solutions deployable in weeks rather than years, or shared charging hubs at grid-ready locations, even if geographically suboptimal.

Economics: The charging cost hierarchy

Charging location fundamentally determines operational economics. The cost hierarchy from most to least economical follows a clear pattern:

Home charging offers the lowest per-kWh cost at residential electricity rates, typically 25 pence per kWh in the UK and under 13 cents in the US. Zero infrastructure capital requirements for fleet operators, though employee reimbursement programs require administrative overhead.

Depot AC charging costs slightly more per session due to commercial electricity rates, but eliminates public charging markups while maintaining complete operational control. Total installed costs range from $3,500 to $15,000 per port, depending on site conditions and networking requirements. Off-peak charging windows can deliver 30-50% savings compared with peak-hour electricity rates.

Depot DC fast charging increases both capital costs ($55,000-$120,000 per station) and per-kWh expenses due to demand charges on peak power draw. However, fast charging enables operations that require rapid turnaround times, which Level 2 charging cannot support.

Public DC fast charging sits at the top of the cost hierarchy, with session prices ranging from 30 to 81 pence per kWh, depending on provider and location. The convenience of zero infrastructure investment comes at a 3-6x premium over home or depot charging.

Fleet analysis from 2025 shows that optimal strategies typically blend 2-3 charging types, perhaps 70% depot charging, 20% home charging, and 10% public as backup. This mixed approach balances capital efficiency, operational flexibility, and per-session economics.

Building the optimal hybrid strategy

No single charging scenario fits all fleet types, which explains why successful deployments typically combine multiple approaches. The optimal strategy emerges from a systematic analysis of several interconnected factors.

Operational pattern analysis begins with detailed duty-cycle mapping, covering when vehicles operate, where they park, how long they remain stationary, and whether patterns vary by day of the week or season. This reveals charging windows and identifies whether depot, home, or distributed charging aligns with vehicle availability.

Site electrical assessment determines available capacity, upgrade costs, and utility coordination timelines. This analysis often shows that grid constraints, rather than vehicle or charger limitations, drive deployment pace.

Economic modeling compares the total cost of ownership across charging scenarios, accounting for infrastructure capital costs, installation expenses, electricity rates, demand charges, and the value of operational flexibility. The lowest per-kWh cost doesn't always yield the lowest TCO when infrastructure investment and utilization rates are factored in.

Scalability planning ensures initial deployments can expand as fleet electrification progresses. Electrical service sizing, physical space allocation, and network architecture should accommodate future growth without requiring complete rebuilds.

Redundancy design recognizes that failures in charging infrastructure directly impact fleet operations. Charger-to-vehicle ratios of 1:2, 1:3, 1:4 provide buffer capacity, while access to backup charging options (public networks, shared facilities) maintains operations during primary system outages.

The most successful strategies combine depot charging to meet the bulk of fleet requirements with home charging for distributed vehicles and public charging as operational backups. Smart load management systems optimize charging schedules to minimize demand charges while ensuring vehicles are ready for service when needed. This layered approach balances capital efficiency, operational reliability, and cost optimization across the entire fleet lifecycle.

How Dodona can help you find the right solution for your fleet

There is no single right answer for every fleet. The best charging scenario depends on your routes, duty cycles, sites, and grid constraints. Getting it wrong can lock you into years of higher costs and operational friction.

That's the problem we focus on. We don't sell a predefined setup. We help you understand your data and build a charging strategy around what it actually shows.

What we do

• Map your duty cycles

  Using your real operational data, mileage, routes, and dwell times, we model when and where your vehicles can realistically charge. That determines whether depot, home, shared, or public charging makes sense, and in what combination.

• Run scenario comparisons

  We test options against each other: depot-only, home with public backup, shared hub, semi-public. You see the impact on costs, uptime, and grid demand before you commit to anything.

• Right-size your infrastructure

• Too many chargers are a waste of capital. Too few creates bottlenecks. We help you start at 20-30% of your target fleet size within your current grid capacity, and plan expansion as connections come online.

How it looks in practice

Every fleet looks different on a map. Before recommending anything, we plot your telematics data geographically so the patterns become visible rather than assumed.

Every pin is a vehicle. Colour shows where and how it charges across the operating area.

The zoomed-out view tells you where your fleet actually lives. You can see immediately whether vehicles cluster near a depot, spread across a wide territory, or sit in locations where home charging is the realistic option.

Zoom in on any vehicle, and the picture gets more specific.

One vehicle, three charging touchpoints: home, depot, and client site. Public charging fills the gaps.

A single driver in this fleet charges at four distinct locations. That mix has direct cost and reimbursement implications, and tells you exactly what infrastructure actually needs to be built.

The trip data adds the time dimension.

One vehicle's trips, with dwell time at each stop. Green means long enough to charge. Red means not.

The same view across the entire fleet. Where the red concentrates is where your charging gaps are.

Dwell time is the variable most fleet managers overlook. A vehicle parked at a client site for four to eight hours is a charging opportunity. One stop for ten minutes is not. Seeing this across every vehicle and every stop tells you far more than a spreadsheet of daily mileage figures.

Ready to find your mix?

If you're weighing up a depot investment, considering home charging for your distributed drivers, or trying to figure out whether a shared site makes sense, we can work through it with your data.

We take your telematics data, run the scenarios, and give you a clear recommendation on which charging mix best fits your fleet and how to get there.

Book a free assessment.

Stefan, CEO @ Dodona

If you listen to the marketing departments of EV charging networks, you’d think their chargers were sentient. Every charging station is now branded as intelligent, and every grid management tool is supposedly AI-powered. However, for engineers, fleet operators, and infrastructure planners, the gap between what is sold in glossy brochures and what is shipping in production environments is wider than ever.

To build a reliable green future, we must move past the buzzwords. We need to distinguish between speculative sells, practical ships, and the significant technical challenges that arise when we treat a statistical engine as an infallible oracle.

1. The Sell

Myth of perfect forecast

The most prominent product being sold in the EV space today is utilization forecasting. The pitch is seductive: an AI that can predict with near-perfect accuracy when a charger will be free, how much load the grid will take on a rainy Tuesday, and where a company should break ground on their next hub to maximize ROI.

However, the idea of perfect foresight remains a myth. In the real world, these models often collapse because they are built on a statistical mirage. In reality (so far), an AI cannot account for a local road closure, a broken connector, or a sudden change in electricity subsidies that shifts consumer habits overnight. Investing in a charging hub is a decade-plus commitment; usually a 10–15 year horizon, and no level of AI can predict a future shaped by new housing developments, shifts in local traffic patterns, nearby competitors entering the same zone, or evolving electricity tariffs. Treating such probabilistic estimates as absolute certainties is a recipe for operational disappointment.

The problem of early enthusiast

The primary hurdle for these forecasting models is the early enthusiast problem. Machine learning requires representative historical data. Currently, the bulk of our historical charging data comes from early EV adopters, a niche group of affluent early enthusiasts who often have private driveways, high-end home chargers, and very specific driving patterns.

For example urban hubs like Amsterdam and Rotterdam achieved high occupancy rates in recent years because they served a niche group of wealthy, tech-oriented enthusiasts with private driveways and high-end chargers. Machine learning models trained on this data systematically over-predict utilization by 40–62% when applied to secondary markets like Warsaw or Porto, where actual rates average 25–35%.

As we pivot to the early adopters, then early majority, and so on, the average driver may live in a high-rise apartment without home charging and have vastly different economic motivations; this old data does not represent this. When you train an AI on small data from a niche group, the resulting forecasts are often just digital echoes of a past that won't look like the future. We are currently selling a crystal ball, while the data used to polish it is still profoundly skewed and limited in scale.

2. The Ships

Practice of AI in the real world

While the industry sells the vision of an all-knowing oracle, what is shipping in real-world production environments is far more pragmatic. The most successful applications of AI emphasize integration, traceability, and human collaboration.

Drafting, not deciding

Generative AI delivers massive value in specific back-office workflows when properly constrained. Converting GIS satellite imagery into permit-ready architectural renders can accelerate site approvals by 40%.

However, we must respect the Hallucination Challenge. In 2025, domain-specific evaluations showed that large language models can have a hallucination rate of up to 27% when referencing complex energy directives, frequently fabricating non-existent regulations. In an infrastructure context involving multi-year commitments, the safe pattern is to use AI for drafting and ideation while keeping final technical decisions firmly tied to human verification.

Data integration

The real power of shipping AI lies in data integration. A modern charging hub sits at the nexus of weather patterns, fluctuating energy spot prices, and vehicle telemetry. AI excels at identifying correlations that a human analyst might miss, such as how a sudden drop in temperature, combined with a local festival, drives a specific surge in DC fast-charging demand.

The importance here is staying in control; the AI provides the correlation, but humans use it to make better-informed tactical decisions about energy procurement.

Collaborative solutions

The most sophisticated AI applications shipping today are not standalone super brains, but parts of integrated, collaborative ecosystems. A useful metaphor, popularized by AI pioneer Patrick Winston, is the raisin bread model. In this analogy, the raisins represent the intelligent AI modules, while the bread is the robust operational system that holds everything together.

The raisins may be small, but they define the flavor, and they make the loaf worth baking. Likewise, AI adds intelligence and adaptability, yet it depends on the much larger foundation beneath it:

• The flour (hardware): The physical chargers and internal circuitry.

• The water (energy): The raw electricity flowing through the grid.

• The environment (data): room temperature, market conditions, user behavior, and grid constraints.

If the bread is missing or poorly mixed, no number of raisins will make it rise. In EV infrastructure, success comes from integrating these ingredients so the system behaves as one coherent loaf. We are now seeing this principle reflected in Agentic AI; networks where vehicles, chargers, and local transformers communicate to dynamically balance load. When the grid is stressed (the room is too cold), these agents can collectively slow charging rates to preserve stability. It’s not about one all-knowing intelligence, but about many small, smart parts working harmoniously within a strong system.

3. The challenges of the current AI narrative

As we integrate these tools, we must address the pros and cons with a healthy dose of skepticism regarding the current AI narrative.

The hammer to crack a nut problem

A recurring challenge is the tendency to use an AI hammer to crack a nut. This refers to the over-engineering of simple problems. In many instances, a basic if/then script or a standard linear regression can manage load-balancing more efficiently than a massive, power-hungry neural network.

If we use a high-compute AI that consumes significant energy just to figure out how to save 1 kWh on the grid, we are defeating the purpose of sustainable infrastructure. We must ask: Is the complexity of this AI justified by the output, or are we just adding layers of intelligence because it sounds better to investors?

All-knowing vs. statistically probable

Perhaps the most dangerous challenge is the cultural assumption that AI is all-knowing and always correct. In reality, AI is a statistical engine that generates the most probable answer, not necessarily the true one.

The hallucination challenge: In a technical permit or a safety manual, a hallucination, where the AI confidently asserts a non-existent regulation, can lead to catastrophic failures or legal liability.

Fact-checking with sources: We cannot allow the black box of AI to dictate infrastructure policy without a transparent trail. Every AI-generated output on grid safety or technical specs must be treated as a draft and verified in a human-in-the-loop against primary sources.

The summary in a graph

Conclusion

AI in the EV sector is not a magic wand but a sophisticated set of tools that require careful calibration. As we scale toward the 2030 targets, the winners will be those who use AI to solve specific, high-value problems while maintaining rigorous human oversight.

AI is the raisin, not the bread. It’s the small but defining ingredient that gives the system its distinct edge, yet it depends on the broader network of hardware, energy, and data to rise together. We must decide what kind of loaf we’re baking, ensuring that intelligence enhances, rather than replaces, human design and vision.

At Dodona, we help build the bread that today’s AI raisins need to matter: a decision platform that combines 50+ market, grid, and mobility data sources with configurable models to answer three practical questions for CPOs and investors:

Could we deploy?

Should we invest?

How do we deliver at scale?

If you want your next wave of charging sites to be evidence-based rather than guesswork, explore how Dodona can support your network planning and investment decisions at thedodona.com.

Stefan Furlan, CEO, Dodona

(Book a meeting with me here)

Overview

The UK's EV charging sector is at a pivotal inflection point in February 2026, with a surge in mergers and acquisitions highlighting the industry's maturation amid escalating costs, funding pressures, and the push for scale.

EV sales accounted for 24% of the new-car market in 2025, with plug-in hybrids adding another 20% by year-end, driving unprecedented demand for infrastructure. The network grew 19% in 2025, adding 14,097 new devices to reach 87,796 by year's end, and 88,513 by early 2026. Yet the market remains fragmented, with over 100 operators vying for position. The real question is no longer who the leaders are, that is already clear, but whether 2026 is the year the winners finally self-identify, potentially narrowing the field to a handful of dominant players.

To understand what is at stake, consider the destination: the UK will need between 300,000 and 480,000 public charging points by 2030 to support full EV adoption, compared to today's ~88,500. The gap between now and then is where fortunes will be made and lost. This article explores the key acquisitions driving consolidation, what they reveal about two distinct paths to scale, and how operators can use data-driven decision-making to become winners.

Recent acquisitions

Early 2026 has seen a flurry of deals, particularly in on-street charging, which is crucial for the 52% of potential EV buyers without home charging access. These moves are strategic responses to a market where smaller operators struggle with cash flow and scale.

These acquisitions have propelled Ubitricity and Connected Kerb to the forefront of on-street providers, with Ubitricity now at >14,400 chargers (mostly AC lampposts) and Connected Kerb at ~8,500 (post-Trojan). The top 10 operators already control 54% of all UK charge points.

Two paths to scale

The deals reveal two distinct M&A archetypes:

Distressed Sales (e.g., Trojan Energy): Trojan's administration filing on February 9, 2026, stemmed from funding hurdles despite deploying 1,500 sockets. This bargain-hunting approach allows buyers like Connected Kerb to acquire undervalued assets quickly through pre-pack administration, integrating technologies such as Trojan's subsurface chargers that minimise street clutter. But distressed acquisitions demand rigorous due diligence: if a network was not profitable for one operator, what makes it viable for the next? In Trojan's case, only 700 of 1,500 sockets met premium criteria for reliability and demand, a judgment that requires assessing locations, hardware state, and commercial potential before committing capital.

Proactive Investments (e.g., SureCharge, Mer): These include divesting non-core assets (e.g., SureCharge from FM Conway) or pursuing strategic expansions (e.g., Be.EV-Mer). Buyers gain immediate scale, as seen with Ubitricity's jump to market leader status, enabling nationwide contracts and stronger supplier negotiations.

As Be.EV's Asif Ghafoor has noted that many operators are cash-strapped and seeking exits, predicting further M&A. This trend aligns with the Zero Emission Vehicle (ZEV) mandate, targeting 29% EV sales in 2026.

Why fragmentation won't last: Two views

The UK has ~88,513 public chargers, but the market is long-tailed: the top three on-street players (Ubitricity, Connected Kerb, chargy) control ~50% of AC chargers, with the remaining 50% spread across 20+ smaller operators, resulting in inefficient nationwide operations. Scale is essential to viability, as echoed by Connected Kerb's CEO Chris Pateman-Jones: the CPO model only works at critical mass. Imagine field engineers servicing 300 scattered chargers from Aberdeen to Cornwall, costs skyrocket without density. Smaller firms might survive with hyper-local strategies (e.g., dominating Birmingham), but national ambitions demand consolidation.

Yet the path to that consolidation is hotly debated, even within Dodona. Will EV charging follow the trajectory of oil and gas, consolidating into a handful of dominant players through M&A? Or will it remain fragmented, like the US utilities market, where over 3,200 providers still coexist?

Chris Chamberlain, Head of Sales: The consolidation case.

I personally think it will consolidate to a much higher degree than remain fragmented. EV charging is fundamentally different from utilities. With utilities, you don't really interface with your provider; you turn your lights on, and they work. But with EV charging, you're a public-facing brand where businesses or individuals have a direct relationship with that provider. You need to interact, understand the nuances, apps, interoperability, and reliability. That consumer-facing relationship creates stronger economies of scale, making consolidation inevitable. We'll see a handful of dominant national players emerge, with the middle ground, too big to be local, too small to be national, getting squeezed out entirely.

Stefan Furlan, CEO: The niche opportunity case.

I see it slightly differently; perhaps consolidation won't happen as quickly. There are enormous specific opportunities for niche players across this market. Yes, you have companies like Ubitricity that work within Shell, which covers a wide range of charging scenarios. But on the other hand, you have very focused niche players who can be extremely successful. Connected Kerb started as a residential on-street charging specialist. Be.EV focused intensely on the Greater Manchester niche and built an incredible local brand with superior service and pricing before expanding to the broader UK. Then you have destination charging deals: McDonald's, Lidl partnering with specific CPOs, where a retailer with 1,000 locations creates a ready-made network. Fleet charging is another entirely distinct niche with its own dynamics and economics, where if your vehicles can't charge, you're literally losing money every hour. The market is large and diverse enough to sustain specialists alongside the giants.

The likely outcome: Both are partly right. We'll see a hybrid market, a small number of dominant national players alongside durable niche specialists, with the middle ground, those too big to be local and too small to be national, being the most exposed to acquisition or exit pressure.

Broader implications

Economies of scale

Merged entities reduce costs through bulk purchasing and streamline operations, accelerating ultra-fast rollouts (e.g., BP Pulse's goal of 3,000 rapid units). The market, valued at USD 518M in 2026 and projected to reach USD 939M by 2031, benefits.

Innovation and reliability

Deals like Trojan's bring pavement-integrated tech, advancing interoperability (OCPP 2.0.1) and Vehicle-to-Grid (V2G) for grid stability amid £2.7B balancing costs.

Pricing and equity

Fewer players may stabilize prices, but public charging (up to 7p/mile post-2026 tax) risks a two-tier system. Fossil giants' involvement (Shell, BP) sparks greenwashing debates.

Fleet and adoption boost

With £1.3B in extended grants and £100M in infrastructure funding, acquisitions support fleets through multi-hub sites and Charging-as-a-Service (CaaS).

Challenges include grid upgrades, new pay-per-mile taxes that could curb demand, and utilization bottlenecks (charging sessions up 34% in 2025, outpacing installations).

How Dodona can help

At Dodona, we're proud to support the charge point operators leading this consolidation wave: Connected Kerb, Ubitricity, Be.EV, and Plug Charging are all Dodona clients, using our platform to drive smarter investment and expansion decisions. And it is no coincidence that our clients are the operators who have been successful enough to make acquisitions in the first place.

We help leading charge point operators and investors turn today's consolidation wave into an opportunity to build profitable networks at scale. Our platform brings together 50+ data sources, AI automation, and intuitive workflows to answer three critical questions for any acquisition or portfolio decision:

• Could you deploy?

• Should you invest?

• And where do you start?

Our clients already see 110% network growth vs a 52% industry average and identify nearly three times as many feasible sites as the market.

As 2026 defines the next generation of UK EV charging leaders, the winners will be those who pair consolidation with intelligent, data-driven planning.

If you are evaluating acquisitions or need to optimise your existing network, Dodona can help you find the right sites, invest with confidence, and prioritise the rollout that fits your strategy.

Get in touch to see how our platform can support your next move and to schedule a free demo.