
Several US cities are now approaching maximum fast charger utilization rates during peak hours. Paren data reveals that the markets most at risk of congestion are urban areas with high EV adoption, limited home charging access, and significant rideshare activity.

Rideshare drivers are a significant factor. EVgo's Q1 2024 earnings showed that rideshare drivers account for 24% of throughput at some stations, charging multiple times per day and driving peak utilization to levels that approach capacity limits.

In Miami, the 11-mile radius around downtown shows peak utilization patterns that signal approaching capacity constraints, particularly during afternoon rush hours.

San Francisco shows similar patterns, with the 3-mile radius around dense neighborhoods reaching utilization rates that push the limits of existing infrastructure during peak charging hours.

For CPOs and policymakers, these patterns are a signal: the next phase of EV infrastructure planning needs to account not just for absolute port counts, but for peak-hour capacity in specific urban corridors. TOU pricing, idle fees, and strategic expansion are all tools that forward-thinking operators are deploying to manage this demand.