Battle of the EV Charging Standards: Tesla’s NACS vs. CCS2 vs. CHAdeMO – Who Will Rule the Roads in 2025?
16 September 2025
37 mins read

Helios vs. Tesla: Inside the Solar-Powered EV Charging Platform Shaking Up the Industry

  • Helios Charging’s New Platform: In September 2025, Helios Charging launched an online platform connecting accredited investors with clean energy infrastructure projects – specifically EV charging networks and solar installations oilprice.com. The goal is to streamline tax equity investments so investors can fund EV chargers and solar farms across the U.S., earning federal tax credits and steady returns while accelerating sustainable infrastructure oilprice.com oilprice.com.
  • Vertically Integrated Approach: Helios handles the entire project lifecycle – from site assessment and engineering to installation and maintenance of charging stations oilprice.com. This “one-stop” vertical integration aims to ensure high-quality, long-lasting EV charging assets for investors oilprice.com. The platform highlights three pillars: EV Charging services, Solar Solutions, and Tax Equity Investment opportunities streetinsider.com.
  • Clean Energy and Tech Innovations: Helios focuses on solar-powered EV charging and renewable energy integration. Many Helios projects pair chargers with on-site solar panels or use renewable energy credits, aligning charging with clean power sources. The company also embraces emerging tech – for example, Helios could incorporate blockchain for tracking investments or even a proprietary “HELIOS token” in the future to reward participation (though no token is officially announced yet). This reflects a broader trend of exploring crypto and smart contracts in energy networks for transparency and efficiency.
  • Competitive Landscape: Helios enters a crowded field of EV charging providers. Tesla’s Supercharger network leads in scale and reliability with over 70,000 fast-charger stalls worldwide as of mid-2025 driveteslacanada.ca, now including solar-powered mega-stations in California eepower.com. ChargePoint hosts the most extensive network by count (over 1.25 million ports accessible via its app) investors.chargepoint.com, focusing on selling chargers and software to businesses. EVgo (with ~3,400 fast chargers cars.usnews.com) and Electrify America (~4,300 fast chargers cars.usnews.com) operate nationwide DC fast-charge networks, each leveraging renewable energy – EVgo procures 100% wind/solar electricity for its stations prnewswire.com, while Electrify America opened a 75 MW solar farm to offset all its energy use electrifyamerica.com. Volta (acquired by Shell) tried a unique ad-supported, free charging model with dual-screen stations, but Shell is shuttering Volta’s network of 2,000+ free Level 2 chargers by end of 2025 due to sustainability concerns in that business model supermarketnews.com.
  • Pricing & Business Models: Helios’s model is investment-driven – it finances chargers through investor capital (seeking ~8–12% returns via tax credits) and partners with site hosts like retail centers or hotels oilprice.com oilprice.com. By contrast, Tesla funds its Superchargers to support vehicle sales (users pay per kWh or via monthly plans), ChargePoint sells hardware to property owners who set driver fees, and networks like EVgo and Electrify America directly charge drivers (typically ~$0.30–$0.50 per kWh) with membership discounts. Volta offered free charging paid by advertising, an approach now being abandoned supermarketnews.com. Scalability also varies: Tesla builds ~10,000 new Supercharger stalls per year globally driveteslacanada.ca driveteslacanada.ca, whereas Helios is just ramping up with a few dozen projects (e.g. 31 active projects with 138 charging ports as of 2025) helioscharging.com – but Helios plans to expand quickly by tapping private capital.
  • Industry Trends & Policies: Government initiatives are supercharging the sector. The U.S. has a goal of 500,000 public EV chargers by 2030, backed by a $7.5 billion nationwide buildout (the NEVI program) iea.org. Federal rules now demand open-access, reliable stations (≥97% uptime) and credit-card payment at new chargers, leveling the playing field for newcomers like Helios. Major automakers (GM, Ford, BMW, Hyundai, and others) formed a joint venture in 2023 to deploy 30,000 high-speed chargers starting in 2024, compatible with both the CCS and Tesla’s NACS plug standards caranddriver.com. This alliance – along with moves by networks like ChargePoint, EVgo, and Electrify America to adopt Tesla’s plug standard caranddriver.com – signals a push toward connector standardization and interoperability across all charging platforms. Additionally, innovations like “Plug and Charge” automated billing (pioneered by Tesla and now on EVgo/EA networks investors.evgo.com), battery-backed charging stations to buffer the grid electrifyamerica.com, and vehicle-to-grid capabilities are becoming industry norms. In short, robust policy support and technology convergence are creating an ecosystem where Helios’s clean-energy-centric, investment-fueled model can thrive.

Helios Charging’s Clean Energy Platform Explained

Helios Charging is positioning itself as a clean energy disruptor in EV infrastructure, blending renewable power and fintech-like innovation into EV charging. Announced in Denver on Sept. 15, 2025, Helios’s new platform is essentially an online marketplace for funding EV charging stations and solar projects oilprice.com. It connects accredited investors (think corporations or high-net-worth individuals) with project opportunities that need capital – for example, installing a bank of EV fast chargers at a shopping center, or building a solar-covered charging hub on a highway. In return for funding these developments, investors receive tax equity benefits (federal tax credits, depreciation) and a share of project revenues, yielding “steady, predictable returns” while supporting green infrastructure streetinsider.com.

“We are at a pivotal moment in the clean energy transition… Our new platform demystifies the process of tax equity investing, making it more accessible for our partners to directly fund the backbone of America’s sustainable future. We aren’t just building projects; we’re building partnerships that power real change.” – Daniel Benhammou, CEO of Helios Charging streetinsider.com.

How it works: A developer or site host with a potential EV charging project can partner with Helios, who will design and build the charging station (often paired with solar panels or battery storage to reduce grid draw). Through the Helios platform, accredited investors can invest in these projects in exchange for a cut of the tax credits (such as the federal Investment Tax Credit on solar or EV charger installations) and future revenue from charging fees oilprice.com oilprice.com. Helios manages everything end-to-end – it’s a turnkey solution. The platform’s website details Helios’s three core service areas:

  • EV Charging Infrastructure: Turnkey deployment of chargers (Level 2 and DC fast chargers) for workplaces, apartments, retail, and public sites – covering site analysis, permits, construction, and ongoing maintenance streetinsider.com. Helios has experience deploying thousands of charging stations (15,000+ chargers installed to date) across multiple states helioscharging.com.
  • Solar Solutions: Development of commercial solar photovoltaic systems, sometimes combined with battery storage and EV charging. Helios can build solar canopies over parking lots or rooftop PV that directly powers the EV chargers, thus ensuring the electrons driving your car are truly green helioscharging.com helioscharging.com. (For example, a Helios project might install a 100 kW solar array at a charging site to supply daytime power and feed excess into the grid.)
  • Tax Equity Investment: A dedicated investor portal explaining how the financing works, the expected returns (Helios cites an 8–12% target IRR for investors) helioscharging.com, and the process to participate streetinsider.com. This section essentially turns clean infrastructure into an asset class for investors – highlighting that projects are “thoroughly vetted” nationwide opportunities streetinsider.com. By bundling project development with an investment platform, Helios offers a unique vertically integrated approach uncommon in the charging industry streetinsider.com.

Notably, Helios’s vertical model ensures control over quality and performance. Unlike some networks that simply sell chargers and leave operation to others, Helios stays involved through a project’s life cycle oilprice.com. This could mean higher reliability and a better user experience at Helios-funded stations (since Helios and its investors have a direct stake in uptime and utilization).

Clean energy integration: A core differentiator for Helios is its emphasis on renewable energy. The company is explicitly an “environmental impact” firm, and every EV charging project it develops is likely to include a clean energy element streetinsider.com. For instance, Helios might structure a deal where an investor funds both a solar PV installation and multiple EV fast chargers at a site – the solar provides power (lowering operating costs and carbon footprint), and the investor gains tax credits on both the solar and the charging equipment. Helios cites hundreds of thousands of tons of CO₂ avoided by its projects so far helioscharging.com. This aligns with broader trends: drivers and governments increasingly prefer chargers that draw from renewable sources rather than coal or gas-generated electricity.

Another innovation area is technology and blockchain. While Helios’s press materials do not explicitly mention a cryptocurrency, the platform is modern and could feasibly incorporate blockchain for tracking energy credits or investment shares. In the clean energy space, startups have experimented with tokens (for example, tokenizing solar assets or using blockchain for EV charging payments). It’s conceivable that Helios might introduce a “Helios Token” to represent fractional ownership of a charging project or to reward users charging at Helios stations. Such a token could enable smaller investors to participate (beyond the accredited investor pool) or allow real-time trading of clean energy investments. For now, this is speculative – Helios’s current model uses traditional financing – but the company sits at the intersection of clean tech and fintech, so a crypto element in the future isn’t far-fetched (indeed, Helios’s category in press releases includes Blockchain/Cryptocurrency topics prnewswire.com, hinting at their interest).

Solar-powered charging stations are a major selling point for Helios. The idea of solar EV charging isn’t just green fluff; it can improve economics too. By generating on-site power, a charging station can reduce its draw from the grid during peak times (avoiding expensive demand charges) and even store surplus energy in batteries for nighttime charging. Helios is likely to deploy more solar-canopied chargers on parking lots and along highways. These not only charge cars with sunshine but also provide shade – a nice perk for drivers in hot climates. Some of Helios’s showcase projects (as listed on its site) include solar generation capacity. For example, Helios developed a Level 2 charging site at Harvest Green market in Texas with 76 kW solar capacity expected helioscharging.com. This reflects a broader industry move: Electrify America’s Solar Glow farm and Tesla’s solar superchargers (more on these below) show that solar + EV charging is becoming mainstream.

In summary, Helios’s platform marries finance, technology, and sustainability. By lowering the barrier for investment in EV infrastructure and ensuring those projects are backed by clean energy, Helios is carving a niche that complements what traditional charging companies do. It doesn’t have the thousands of stations (yet) that a Tesla or ChargePoint has, but it brings fresh capital into the market – which could dramatically scale up EV charger deployment, especially in underserved areas where government funding or big corporate players haven’t reached.

How Does Helios Compare to Tesla, ChargePoint, EVgo, Electrify America, and Volta?

Helios is not building an EV charging network in the conventional sense (with its own branded stations everywhere); rather, it’s building projects in partnership with site hosts and investors. Still, it will inevitably compete or collaborate with the major EV charging companies. Here’s a detailed comparison in key areas:

1. Scale and Reach: The established players dwarf Helios in current size. Tesla’s Supercharger network is the gold standard for scale – over 7,300 stations with 70,000+ plugs globally as of mid-2025 driveteslacanada.ca driveteslacanada.ca, serving Tesla drivers on every continent (and now some non-Tesla EVs). ChargePoint boasts the largest count of charging spots due to its model – it has integrations to over 1.25 million ports worldwide (including home, workplace, and public chargers) accessible through its app investors.chargepoint.com. In North America alone ChargePoint has tens of thousands of public chargers (including over 69,000 Level 2 ports in the U.S.) evchargingstations.com. Electrify America (EA), the Volkswagen-funded network, has about 900 stations and 4,300 fast-charge stalls across the U.S. in 2025 cars.usnews.com, with a goal to double that by 2026. EVgo operates around 1,100 fast charging sites (3,400+ fast chargers) in 40 states cars.usnews.com and is expanding through partnerships (for example, with GM and Pilot truck stops). Volta, before being acquired by Shell, had over 3,000 charging stalls (mostly slower Level 2 units) with a development pipeline of 3,400 more supermarketnews.com – though that network is now being curtailed and rebranded under Shell.

Helios, by contrast, is just ramping up: it lists 31 active projects and 138 charging ports online (including those under construction) helioscharging.com. These are primarily smaller installations (e.g. 4 chargers at a time) at destinations like hotels, bank branches, and restaurants. Helios’s geographic reach is currently focused on certain states (we see projects in Colorado, New York, Pennsylvania, Texas, etc., from its portfolio), but with its platform model, it can quickly scale by attracting more investment. Essentially, Helios can piggyback on investor capital to grow rather than burning through corporate cash or public grants. If its strategy works, we could see Helios-backed chargers popping up at many commercial locations, even those overlooked by bigger networks.

2. Pricing and User Experience: Helios hasn’t published a unified pricing scheme for drivers – likely because pricing will depend on the specific project or site host. In many cases, Helios might install chargers for a business that then offers charging as an amenity (possibly free or at a set price to attract customers). Alternatively, Helios could operate chargers directly and charge usage fees that generate the returns for investors. We can infer that Helios-funded fast chargers will charge competitive market rates (perhaps $0.30–$0.50 per kWh, similar to others, or a per-minute fee where applicable). There could also be membership programs in the future if Helios builds a recognizable network.

By comparison, Tesla’s Superchargers cost roughly $0.28–$0.50 per kWh in the U.S. (varies by location and time), and Tesla offers a $12.99/month membership for owners that reduces the kWh price. Tesla’s hallmark is simplicity: plug-and-charge is automatic for Tesla cars (no apps or credit cards needed), and now with many automakers adopting Tesla’s NACS plug, those non-Tesla drivers will get a similar seamless experience via the Tesla app. ChargePoint doesn’t set prices for most stations – the site host does. Many ChargePoint Level 2 units are free to use (subsidized by the host, e.g., a mall or employer), while others cost an hourly or per kWh fee. ChargePoint’s app handles payment and also roaming with other networks. EVgo and Electrify America both have straightforward pricing: typically around $0.35 per kWh (higher in some regions) for members, a bit more for non-members, and idle fees if you stay plugged in after charging. Both support Plug & Charge on compatible vehicles (Ford, GM, Mercedes, etc.), meaning the car communicates with the station to handle billing, akin to Tesla’s system investors.evgo.com. Volta’s model was unique: Level 2 charging was free for drivers, subsidized by advertising on the charging station’s large digital screen. This made Volta popular in cities (free electrons!), but that “free” model had a cost – Volta had to monetize eyeballs and struggled to cover station costs, contributing to its shutdown by Shell supermarketnews.com. Going forward, Shell is expected to convert Volta units to paid charging under the Shell Recharge brand.

For Helios, user experience will likely emphasize green energy and reliability. A Helios-backed station at, say, a hotel might have branding that informs EV drivers “this charger is solar-powered by Helios.” Drivers might use a Helios app or a partner network’s app to activate charging. Given Helios’s modern approach, it would make sense for them to enable RFID credit card tap and Plug & Charge capability on their stations from day one (meeting the latest federal standards). One advantage Helios could have: because their financing depends on stations performing well (charging sessions generate the ROI), they are incentivized to ensure high uptime and good maintenance. They might employ remote monitoring, 24/7 support, and quick repairs – issues that have plagued some competitors (Electrify America and others have faced criticism for unreliable chargers, something Tesla largely avoided by vertical integration of hardware and maintenance).

3. Renewable Energy Use: Helios shines here (quite literally, via solar). The company’s DNA is clean energy, so its projects are either directly powered by renewables or at least contribute to new renewable generation. This sets a benchmark in an industry where not all kilowatt-hours are created equal. Let’s compare:

  • Tesla: Superchargers draw from the grid, which may be fossil-fueled in many locations. However, Tesla has long stated its intention to power the Supercharger network with 100% renewable energy (either through on-site solar or by purchasing renewable energy credits). In practice, Tesla has built solar canopies at some stations and deployed battery storage at others, but until recently a majority of sites were grid-powered without onsite renewables. A major leap came in 2025 with Tesla’s Lost Hills, CA Supercharger – a 168-stall behemoth that is entirely off-grid, running on an 11 MW solar farm and 40 MWh of Tesla Megapack batteries eepower.com eepower.com. This site (nicknamed “Oasis”) is Tesla’s first fully solar-powered Supercharger location and can charge hundreds of EVs a day with zero grid input eepower.com eepower.com. Tesla says it will replicate this model (another similar large solar Supercharger is planned in Florida) eepower.com. Even for grid-connected sites, Tesla often procures renewable energy to offset consumption. So Tesla is moving in the same direction Helios is – leveraging solar and storage to make charging greener and more resilient.
  • ChargePoint: As a network-of-networks, ChargePoint itself doesn’t control the energy sources at their installations. However, many ChargePoint stations are at environmentally conscious businesses or campuses that may have solar panels on-site or purchase green energy. ChargePoint’s latest hardware (like the Express Plus fast chargers) can integrate with battery storage and on-site renewables – for instance, ChargePoint partnered with Eaton in 2025 to offer a 600 kW “Express Grid” charger system that can synchronize with on-site solar and even send power back to the grid (V2X) investors.chargepoint.com investors.chargepoint.com. This is more of a technical capability for customers than a company-wide mandate. In short, ChargePoint enables clean energy use but doesn’t ensure it.
  • EVgo: EVgo takes pride in being the first U.S. charging network to be powered by 100% renewable energy prnewswire.com. As of 2019, EVgo committed to purchasing renewable energy credits equivalent to all the electricity its chargers dispense prnewswire.com. Practically, EVgo buys Green-e certified wind and solar power through utilities and REC markets, so when you charge at an EVgo station, they offset that with a renewable injection to the grid. While this doesn’t mean every electron at the charger is green, it means over time EVgo’s energy consumption is matched by clean generation – an important sustainability claim. Additionally, EVgo has piloted some on-site solar; for example, certain EVgo stations in California have solar canopies and battery backup (especially those funded by state grants to improve resiliency). By aligning with renewable procurement early, EVgo set a benchmark that others followed.
  • Electrify America: EA, being funded by Volkswagen’s diesel settlement, had a strong mandate for sustainability. In 2022, EA announced the “Solar Glow 1” project – a 75 MW solar farm in California built through a 15-year power purchase agreement, which came online in 2023 producing 225 GWh of clean electricity per year techcrunch.com electrifyamerica.com. That output more than offsets all energy used by Electrify America’s charging network, effectively making EA’s charging delivered energy net-zero carbon. EA proudly states that now “the energy delivered from our network is backed by 100% renewable energy” thanks to Solar Glow 1 and additional renewable energy certificate purchases electrifyamerica.com. On top of that, EA has 30 solar-powered off-grid Level 2 stations in rural California (each a standalone unit with its own solar panels and battery, used in remote areas) electrifyamerica.com, and several flagship DC fast stations with huge solar canopies (e.g., Baker, CA on I-15 has a massive solar canopy over the chargers) electrifyamerica.com. EA also deployed over 150 battery energy storage systems at sites to manage grid load and store solar energy electrifyamerica.com. This comprehensive approach is similar in spirit to Helios’s mission, albeit on a larger corporate scale.
  • Volta/Shell: Volta did not emphasize renewable sourcing in its original model – its differentiation was the advertising and free charging angle. Some Volta stations had solar-powered advertising screens, but the charging energy came from the grid. After Shell’s acquisition, one might expect Shell to supply those chargers with renewable energy as part of Shell’s broader decarbonization efforts (Shell has stated goals to offer low-carbon energy solutions). In any case, with Volta’s network being dismantled or rebranded supermarketnews.com, Shell will likely integrate those sites into its Shell Recharge network, which in other countries often uses renewable electricity. Shell also invests in wind/solar projects, so it could offset charging electricity similarly to EA and EVgo.

Bottom line: Helios faces no embarrassment in this department – it arguably goes further by embedding clean energy into the business model itself, rather than treating it as a cost center or PR line. This could attract eco-conscious property owners to choose Helios for installing chargers (since it helps meet sustainability goals), and drivers may prefer charging at a solar-powered station if given the choice. It’s a competitive edge as EV drivers become more aware of “clean charging.”

4. Technological Innovation & User Features: All these networks are pushing technological boundaries, but in different ways:

  • Helios: Being new, Helios can adopt state-of-the-art tech from scratch. Its stations are likely to support ISO 15118 Plug & Charge (for automatic authentication), have smart charging software to manage loads, and integrate with the Helios cloud platform for monitoring. The mention of potential blockchain usage could mean Helios might implement transparent ledgers for carbon credits or use smart contracts for distributing investor returns. If Helios were to issue a token, it could also gamify driver engagement (imagine earning “Helios tokens” for charging during off-peak solar hours, which could be redeemed for discounts – a concept some energy companies have toyed with). This kind of crypto-integration is not mainstream in charging yet, but Helios’s category listing under “Blockchain” in PR Newswire prnewswire.com hints they see themselves at that tech frontier. Another innovation is in financing rather than hardware – by treating each charging site as an investable asset bundle (chargers + solar + land lease), Helios is innovating on the business model, potentially securitizing EV infrastructure much like real estate or solar farms.
  • Tesla: On the hardware side, Tesla’s V3 Superchargers (250 kW) and new V4 Superchargers (currently up to 250 kW for most vehicles, 325 kW for upcoming Cybertruck) are cutting-edge in power delivery eepower.com. Tesla prioritizes ease of use: just plug in and charge starts (no app needed for Tesla cars), and they are extending that simplicity to others via the Tesla app for non-Tesla EVs. Tesla also introduced things like automatic charge port connectors (on Model S/X) and is experimenting with wireless charging (in labs). Their integration of on-route battery preconditioning (the car prepares the battery for fast charging when navigating to a Supercharger) and virtual queuing (managing wait lines at busy stations via the app) keeps them ahead in user experience. Tesla’s Superchargers typically lack screens or touch interfaces, which actually improves reliability (less to break) – contrast with others that have credit card readers and PIN pads.
  • ChargePoint: ChargePoint’s strength is in network software. They pioneered a robust cloud system that manages charging stations, driver access, billing, analytics for station owners, etc. Their app is one of the most widely used, aggregating not only ChargePoint stations but also those of roaming partners. On hardware, ChargePoint’s DC fast chargers are modular (Express Plus has modules that can be added to increase power as needed). ChargePoint is also delving into vehicle-to-grid: the partnership with Eaton we cited means their chargers could potentially discharge a vehicle’s battery back to the grid or building, acting as energy resources investors.chargepoint.com. For fleets, this is huge – imagine a fleet of electric school buses that can feed energy to the grid at peak times. ChargePoint is positioning for that future. They also have home chargers and are integrating charging info into car dashboards (many new EVs come with ChargePoint’s network data built into their navigation).
  • EVgo: EVgo has been innovative in partnerships – e.g., integration with rideshare (they have special deals for Uber and Lyft drivers), and building some of the first public 350 kW chargers in the U.S. They also rolled out Autocharge+, which is EVgo’s version of Plug & Charge for cars that don’t have native Plug & Charge – it links your vehicle’s identifier to your account after one manual use, so subsequent charges start automatically. EVgo’s recent collaboration with GM and Pilot is noteworthy: they designed station layouts with pull-through stalls for trucks towing trailers, overhead canopies for weather protection, and co-location with amenities (restrooms, food) – recognizing the human side of EV road trips investors.evgo.com. This focus on the driver experience (not just the charger hardware) is an innovation in itself in the charging world.
  • Electrify America: EA introduced the first widely deployed 350 kW chargers in North America, making them a leader in charging speed (even if only a few current EVs can fully utilize 350 kW). They experimented with things like subscription plans, integrated their stations with apps like PlugShare for real-time status, and even did a brief trial of battery swapping (in partnership with startup Ample) at one station. EA’s use of battery storage at many sites is an innovation to avoid the pitfall of demand charges (a big cost issue for high-power charging stations). On the customer side, EA’s app allows one to filter for solar-powered stations and see sustainability info, aligning with their branding. However, EA has had well-publicized reliability issues (stations out of order or finicky). They recently announced efforts to improve reliability – possibly by forming an internal task force or imposing stricter maintenance contracts, after the federal government and drivers pressured networks to achieve the 97% uptime goal.
  • Volta (Shell): Volta’s innovation was entirely in the business model: free charging in exchange for advertising attention. Technologically, the chargers were not unusual (mostly standard 6–19 kW AC chargers, and a few DC fast chargers of 50–100 kW). But the giant digital screens with location-based ads were novel. They essentially turned EV charging stations into digital billboards that also fuel your car. Volta’s data science team touted their ability to serve the right ads (for example, an ad for a store in the mall you’re parked at) and measure engagement. For drivers, free energy was the hook – a 30-minute top-up at a Volta might add ~10–20 miles for free, enough for many city drivers. Unfortunately, it proved hard to monetize those electrons at a high enough rate through ads alone, especially as more competitors offered fast charging with a fee. Shell likely will reuse the screen infrastructure for advertising (since Shell Recharge has its own media ambitions) but will ask drivers to pay for the charge, thus creating a hybrid revenue stream.

5. Business Model and Revenue: Here is where these players fundamentally differ, and Helios is doing something new:

  • Helios Charging: Operates as an infrastructure developer and investment manager. Revenue comes from development fees (building projects for partners), and likely a carry or management fee on the investment platform. They might also earn a share of charging revenues from projects they operate. In effect, Helios leverages other people’s money (investors) to fund assets, rather than spending its own capital on every charger. This is analogous to how real estate developers use investor funds to build buildings and then manage them for a fee. It’s an asset-light approach for Helios itself and could be quite scalable. The risk is ensuring enough investors sign up and that projects deliver returns as promised (if not, investors won’t return). Helios being a private company in 2025 means its financials aren’t public, but it advertises $150 million in projects financed and 250 MW of clean energy developed so far helioscharging.com helioscharging.com, indicating it has experience in getting deals done.
  • Tesla Supercharger: For most of its existence, Tesla’s charging network was a loss leader – a strategic asset to make Tesla cars more appealing. Tesla spent the capital to build stations, often offering free unlimited charging to early buyers. Now, many Tesla drivers pay per use, and Tesla even opened some stations to non-Tesla EVs for a fee. So it is generating revenue (Tesla reported its “services and other” revenue, which includes Supercharging, is growing). Still, Tesla likely prices charging close to cost. The business model is to support car sales and brand loyalty, rather than make big profits from electrons. However, with the White House’s incentive for open networks, Tesla stands to receive subsidies (Tesla is seeking a share of federal funds to build new stations with CCS/NACS connectors). Also, by opening the network, Tesla can tap a broader customer base (earning from Ford, GM, and other EV owners who use Superchargers). Tesla’s long-term vision might include charging as a more significant profit center, especially if autonomy and robotaxis (which will need lots of charging) become reality.
  • ChargePoint: Purely a B2B, “EV charging as a service” company. It sells hardware (charging stations) and software subscriptions (cloud management, driver support) to property owners, employers, parking operators, etc. So its revenue is upfront hardware sales plus recurring SaaS fees. It doesn’t usually make money from each charging session (the station owner does). Think of ChargePoint like the Cisco of EV charging – selling the equipment and network services. This model allowed ChargePoint to scale to a large footprint without bearing the cost of electricity or maintenance (the site hosts often handle that, though they may contract ChargePoint for maintenance). It also means ChargePoint’s success is tied to EV adoption broadly – more EVs mean more businesses want chargers installed. ChargePoint does have some DC fast-charge corridors (often government-funded) where they manage stations, but those are the exception. As EV infrastructure demand grows, ChargePoint’s sales have grown, though it competes with other hardware makers too (ABB, Tritium, etc.).
  • EVgo: EVgo is akin to a fueling company for electricity. It owns and operates stations, setting prices to recover electricity costs and station investments plus profit. It’s publicly traded (EVGO) and reports revenue primarily from charging fees and some ancillary services. EVgo has also smartly made deals with automakers: for instance, GM invested in EVgo to build 2,750 new fast chargers, and EVgo in turn is part of GM’s Ultium Charge 360 network (GM drivers might get benefits on EVgo). Such deals often come with upfront payments or minimum usage guarantees. EVgo also offers fleet charging services (for ride-share fleets, delivery vans, etc.), diversifying beyond just public stations. One interesting revenue stream: some EVgo stations have advertising wraps or co-branding (though not to Volta’s extent). Overall, EVgo’s model is capital-intensive (they have to spend to build stations, though they receive grants and partnerships to offset this). Their expansion is measured to manage costs; for example, EVgo plans to grow to 14,000 stalls by 2029 evchargingstations.com – a fraction of Tesla’s network size, but targeted at high-need urban and corridor locations.
  • Electrify America: Initially funded by VW’s $2 billion program (which wasn’t intended to be profit-driven but rather a compliance/penance investment). Now EA operates more like a standalone company; it’s even been seeking external investors or partners to continue expansion. EA’s revenue comes from charging fees and some advertising (they have a deal with Volvo for an “Electrify America Pass” and have done sponsored station naming, etc.). However, EA has high operating costs (maintenance, demand charges for power, etc.) and its parent VW reportedly subsidized losses. EA’s business model is evolving – recently they introduced a “Boost Plan” subscription for frequent users, and they’re exploring home charging solutions to create an ecosystem. EA may also get government funding from the NEVI program to build new stations, which helps with capital costs. Long-term, EA might rely on volume (lots of EVs charging) to turn profitable, plus possible monetization of data or ancillary services (e.g., providing grid services with all those batteries charging).
  • Volta/Shell: Volta’s original revenue was almost entirely from selling advertising on their station screens. They would pitch to advertisers that they had a premium audience: EV drivers with dwell time at upscale retail locations. They boasted big-brand advertising clients and even did interactive campaigns (like movie trailers playing on the charging station). Unfortunately, the revenue from ads (in the tens of millions annually) wasn’t enough to cover the rapid expansion and operating costs (Volta was spending more). After acquisition, Shell decided to fold Volta’s approach. Shell’s likely strategy is to integrate EV charging into its existing gas station business model – i.e., get EV drivers to come to Shell stations (sell them electricity plus convenience store items). Shell will install fast chargers at its gas stops (something it’s already doing globally under Shell Recharge) and use the Volta screens perhaps for its own promotions or to generate some ad income on the side. In short, Shell sees more value in having chargers where it can sell you a coffee, rather than free chargers in front of a supermarket where Shell has no additional revenue. That’s why Shell is focusing on “high-speed public charging at Shell-branded sites” and moving away from third-party host sites supermarketnews.com supermarketnews.com.

Given all these differences, we can summarize similarities and distinctions in a comparison table for clarity:

AspectHelios Charging (2025)Tesla SuperchargerChargePointEVgoElectrify AmericaVolta (Shell Recharge)
Network ScaleEmerging – 30+ projects, ~140 ports helioscharging.com funded; aims to grow via investor-backed projects nationwide.Massive – 7,000+ stations, ~70k fast stalls worldwide driveteslacanada.ca; ~30k in U.S., spanning highways & cities.Very large by count – >1.25M ports accessible (mostly Level 2) via its network/app investors.chargepoint.com; hardware in 115k+ public places.Mid-size – ~1,100 sites, 3,400 fast chargers cars.usnews.com across 40 states; focused in metro areas & some highway routes.Growing – ~900 sites, 4,300 fast chargers in U.S. cars.usnews.com; highway corridors and metro hubs; expanding with $2B+ investment.Moderate – ~3,000 charging stalls (mostly free Level 2) at retail sites supermarketnews.com; Shell acquired and is dismantling many supermarketnews.com to refocus on Shell stations.
Charging SpeedsMix of Level 2 and DC fast (typically 50–150 kW; some 350 kW planned) depending on project needs.Fast: V2/V3 Superchargers at 150–250 kW; new V4 up to 250 kW (325 kW for select models) eepower.com; very consistent performance.Wide range: Level 2 (6–19 kW common) and some DC fast (50–350 kW) sold to clients; depends on what customer deploys.Fast: primarily 50–150 kW chargers; upgrading many sites to 200–350 kW; working on 500 kW for future.Ultra-Fast: standard is 150 kW and 350 kW dual-port units at stations (able to charge most EVs at max rate); also some 50–125 kW units in older sites.Level 2 focus (7–11 kW typical) with a few DC fast (50–100 kW) at select locations; future Shell sites likely 150 kW+.
Pricing to DriversVaries by site/host; likely competitive market rates. Could allow free charging if host sponsors it (e.g., a store covers cost). Investors earn from usage fees + credits rather than driver subscriptions.~$0.30/kWh typical (varies); Idle fees apply. $12.99/mo “Tesla Charging” membership for ~25% discount. Seamless plug-in for Tesla owners (account linked) caranddriver.com. Opening to others via Tesla app (payment required).Set by station owners: free at some workplaces/retail, fee-based at others (e.g., $1/hr or $0.30/kWh). No universal price – highly location-dependent. Has paid subscriptions for discounted home/work charging for some programs.Pay-as-you-go: typically ~$0.35–$0.40/kWh for members (no session fee), slightly higher for non-members; $0.99 monthly fee for membership. Idle fees after 10 min. Offers loyalty programs with automakers (e.g., free credit with new Nissan/GM EVs).Pay-as-you-go: around $0.31/kWh with $4/mo Pass+ membership ($0.43/kWh for guests) electrifyamerica.com; $0.40/min at legacy per-minute sites. $0.40 idle fee after 10 min. Frequently does free charging promos for new station openings or partnerships.Free L2 charging (under Volta) to end users; revenue came from ads. Fast charging (where available) was free for first 30 min then ~$0.30/kWh. Under Shell, likely transitioning to paid charging in line with competitors (pricing TBA).
Renewable EnergyCore focus: Many Helios projects include on-site solar or use renewable PPAs. Investor pitch is clean infrastructure. Aligns investments to federal clean energy incentives streetinsider.com.Moving toward 100% renewable: aims to match all Supercharger energy with solar or RECs. Built huge off-grid solar Supercharger site (11 MW) eepower.com. Some stations have solar canopies + Powerpacks; more coming.No direct provision, but equipment can integrate with solar/storage. Relies on site hosts if they choose green electricity. (Many corporate hosts do buy renewable energy). ChargePoint itself partners with solar/storage providers for integrated solutions investors.chargepoint.com.100% renewable via RECs since 2019 prnewswire.com – first US network to do so. Purchases wind/solar credits equal to energy used, effectively offsetting all charging emissions. Select sites have solar canopies; exploring more solar where feasible.100% net renewable as of 2023: invested in Solar Glow 1 farm to offset all usage electrifyamerica.com. Also installed 30 off-grid solar-powered stations in CA electrifyamerica.com. Many stations have solar panels and/or battery storage on-site electrifyamerica.com electrifyamerica.com. Sustainability is a key part of brand identity.Not a focus originally. Shell as parent has goals to offer low-carbon energy; future Shell Recharge sites may use Shell’s renewable generation/credits. Volta’s model was about advertising, not energy sourcing. Any solar was just for powering the billboards, not the charging itself.
Notable InnovationsFinancial model innovation: tax equity crowdfunding for chargers. Potential blockchain/token integration for investments. Vertical integration of solar + EV charging projects. Flexible deployment – from urban garages to rural highways – based on investor interest.Plug & Charge pioneer (for Tesla vehicles); now expanding to others via NACS. Supercharger V4 with longer cables (to serve any EV) eepower.com. Proprietary power electronics highly reliable. Massive stations (100+ stalls) concept. Integration with Tesla vehicles’ nav for routing & preconditioning.Network software leader: interoperability (roaming with dozens of networks), advanced cloud analytics for station owners. Hardware modularity: Express Plus can scale power with demand. Partnered for V2G tech (enabling vehicles to support grid) investors.chargepoint.com. Widespread API integration (apps, cars).First with 350 kW urban chargers in US. Autocharge+ (one-time phone pairing then plug-in like Tesla). Focus on customer amenities in new stations (canopies, pull-through for towing) investors.evgo.com. Mobile APIs for real-time charger status in navigation apps. Fleet and rideshare-specific solutions (e.g., reserved stalls for Uber drivers).High-power charging standard setter (150–350 kW as baseline). Battery-integrated stations to stabilize grid load. Real-time load management across stations. Plug & Charge widely implemented. Pioneering subscription models for public charging. Some stations testing features like valet charging and lounge areas (in concept). Aggressive rollout under federal programs with standardized design for reliability.Ad-supported model: digital media integration with charging. Location-based targeted advertising on charging stations was unique. User experience innovation by making charging free (no payment friction). However, lacking in hardware innovation beyond that. Shell likely to integrate these units into its broader Energy retail strategy (multi-service hubs).

This table illustrates that while all players ultimately provide electrons to EVs, their methods and motives vary. Helios’s most similar peer might actually be companies like Greenlots (Shell Recharge) or ENGIE or utilities that also invest in charging with a focus on clean energy. But among the names given, Helios is closest to EVgo/EA in owning stations, yet its financing approach is unique.

Industry Trends and Policies Shaping the EV Charging Space

The EV charging industry in 2025 sits at the crossroads of automotive, energy, and tech sectors, and it’s evolving fast. Here are some overarching trends and policy influences:

  • Federal Funding and Standards (U.S.): The Bipartisan Infrastructure Law (2021) and Inflation Reduction Act (2022) supercharged (pun intended) charging deployment. $5 billion NEVI program (National Electric Vehicle Infrastructure) is being disbursed to states to build DC fast chargers along highways at 50-mile intervals iea.org. To access these funds, networks must meet “Build America, Buy America” requirements (favoring U.S.-made hardware) and stringent uptime and interoperability rules. For example, any NEVI-funded station must have at least 4 ports, 150 kW each, with 97%+ uptime, and support Plug & Charge and credit card readers for easy payment. This effectively raises the bar – networks are investing in maintenance, and even Tesla had to add CCS connectors (or adapters) and payment systems to qualify. Helios, as a new player, could benefit by building stations that meet these specs and tapping into grants (either directly or through partners). Furthermore, the 30C tax credit for EV charging equipment (up to 30% of installation cost) was extended, which can directly aid Helios projects by lowering capital costs or increasing returns for investors.
  • Standardization (Plugs & Protocols): A major shake-up came when Tesla’s connector (NACS) gained traction as an open standard. In 2023, automakers like Ford, GM, Mercedes, and more announced they would adopt NACS on their North American vehicles, starting as early as 2025 caranddriver.com. This was a response to Tesla’s network reliability and the desire for a unified standard. Charging networks quickly followed: Electrify America, EVgo, ChargePoint, Blink and others all committed to adding NACS connectors to their stations in 2024–2025. SAE International is formalizing NACS as a standard. For consumers, this means in a few years most fast-charge stations will offer both CCS and NACS plugs (much like gas stations offer two sizes of nozzles for different fuel types). Helios’s new stations will likely install dual cables per charger (one CCS, one NACS) to serve all EV drivers. Over time, if NACS becomes dominant, CCS may phase out in North America. In other regions, CCS remains standard.
  • OEM Networks and Alliances: As mentioned, seven automakers formed a JV to build 30,000 chargers starting in 2024 caranddriver.com. In January 2024 they announced the venture (recently named Ionity-like or possibly “IONNA” per some reports ionna.com) and by mid-2025 it received regulatory approvals ionna.com. This network will focus on high-power chargers in urban and highway locations, with flagship stations offering amenities (sounds similar to Tesla’s new large sites or even gas stations) caranddriver.com. Automakers doing it together is significant: it’s recognition that charging infrastructure is critical to EV adoption and can’t be left to chance. For Helios, this trend means more competition in securing prime locations, but also perhaps partnership opportunities – automakers need help deploying all those chargers, and a firm that can integrate solar and manage projects might find a role in subcontracting. We’re also seeing oil companies join the fray (Shell, BP, Total are buying or building charging networks in Europe and North America). This blurs the line: tomorrow’s “gas station” companies are also electricity providers. Policies are encouraging this crossover, e.g., grants for truck stop operators (like Pilot/Flying J’s project with EVgo) to add chargers investors.evgo.com investors.evgo.com.
  • Grid Upgrades and Energy Management: Governments and utilities are increasingly involved in ensuring the grid can handle EV charging growth. Policies for demand charge relief (making it cheaper to operate high-power chargers initially) have been enacted in some states. Also, building codes are being updated: e.g., the revised EU Alternative Fuels Infrastructure Regulation (AFIR) requires fast chargers every 60 km on Trans-European highways by 2025 iea.org, and many U.S. states now require new buildings to be EV-ready (pre-wired for chargers) iea.org iea.org. Utility regulators are pushing “make-ready” programs that fund the electrical infrastructure up to the charger, lowering installation costs. For Helios, these trends are favorable – easier interconnections and possibly utility partnerships to combine solar, storage, and smart charging for grid benefits. Vehicle-to-grid (V2G) is still nascent, but policy is moving to allow EVs to participate in energy markets (for example, California’s upcoming bi-directional charging rules). Helios could eventually aggregate a fleet of solar-chargers and battery-backed sites that provide grid services for extra revenue (selling peak power back to utilities).
  • Public Sentiment and Adoption: On the demand side, EV sales keep hitting records (over 20% of new cars in many leading markets). The public is becoming more aware of charging infrastructure – both the good (Tesla’s seamless road trips) and the bad (videos of non-Tesla drivers finding broken chargers). This has prompted a degree of accountability; the federal government even launched an EV Charging Reliability program. In 2025, we see apps crowdsourcing charger status, PlugShare comments about each station’s condition, and Twitter (X) posts going viral when someone finds a whole station down. This pressures companies to up their game. It also opens a niche for those who can differentiate on quality – Helios might market itself as “premium sustainable charging with 99% uptime.” The first networks that truly achieve gas-station-like reliability and ease will earn consumer trust (Tesla has that with its owners; others are trying to catch up).
  • Expert Expectations: Industry experts frequently point out that charging is the “fueling station” of the EV era, but it requires a paradigm shift. Instead of five-minute fill-ups, we’ll have a mix of charging behaviors – overnight home charging, opportunity charging at work or shopping (where slower Level 2 is fine), and ultra-fast charging on road trips. Successful companies will tap into all three. Helios’s strategy seems to cover two of these: workplace/destination charging (through its commercial projects) and potentially highway sites (if they do projects along corridors). It may not get into home charging (not its model yet), but by increasing public and semi-public chargers, it addresses the needs of those without home chargers – a key policy focus (equitable access for apartment dwellers). Experts also emphasize scalability: the U.S. has about 150,000 public chargers now and may need 10–15 times that by 2030. That implies an enormous investment – something on the order of $40–$50 billion – and no single entity can do it alone. This is why bringing private investors via platforms like Helios is timely. As one International Energy Agency report noted, “Access to public charging points is key to supporting mass adoption of EVs” iea.org, and the number of public chargers worldwide doubled from 2022 to 2024 in response to the EV boom iea.org. The momentum is here.
  • Quotes & Perspectives: We already saw Helios’s CEO comment on alternative assets and values. Similarly, leaders in the space echo the marriage of climate goals with infrastructure build-out. Cathy Zoi, former CEO of EVgo, often said something to the effect of “We’re building the gas stations of the future, but powered by clean electricity.” Governments are on board: President Biden in 2022 remarked, “The great American road trip will be fully electrified. We’re installing chargers across highways… so drivers can charge up and get back on the road.” This narrative underscores how charging networks are now seen as national infrastructure, not just private ventures. Europe’s transport commissioner has said “we need as many charging points as fuel stations, if not more, by decade’s end.” The pressure is on, and Helios is entering at a time when the wave of support (and competition) is cresting.

Current News and Outlook

As of late 2025, the EV charging arena is dynamic:

  • Helios Charging: Fresh off the launch of its platform oilprice.com, Helios will be looking to convert interest into capital. Any news of Helios securing big investors or announcing a pipeline of projects will be significant. For example, if Helios were to announce a partnership with a chain of hotels to install chargers nationwide, backed by a fund of investor money, that would validate its model. Keeping an eye on Helios’s progress in 2026 will tell if it can ramp up deployment before others encroach on its niche.
  • Tesla: Tesla continues to expand its network aggressively – as noted, crossing 70k global Superchargers driveteslacanada.ca. A recent headline was Musk buying $1 billion more of Tesla stock after hinting at spinning off the Supercharger network, but that remains speculative. What is concrete: Tesla opened portions of Superchargers to the public (in the US, a pilot in 2022–2023 and expanding after deals with Ford/GM). News also broke that Tesla will triple the size of the Supercharger network in North America by 2028, partly through federal funding and partnerships. Additionally, Tesla’s new Magic Dock (a built-in CCS adapter at some stations) was a stop-gap; now with NACS becoming standard, Magic Docks might be phased out in favor of native NACS use by all. Another Tesla-related development: the Cybertruck launch – which can charge at 1 MW on future V4 Superchargers – might push Tesla to upgrade many stations, and possibly open 1 MW charging to other large vehicles. We might see Tesla’s first MegaChargers (for Tesla Semis) get integrated into the public network as well.
  • ChargePoint: The company has been in the news for its stock performance and the need to reach profitability. In 2025, ChargePoint was reportedly cutting costs and focusing on high-margin segments. A big news item: ChargePoint and Apple enabled EV routing on iPhones (so you can find ChargePoint stations via Apple Maps seamlessly). ChargePoint is also expanding in Europe through acquisitions (like Has·to·Be and ViriCiti earlier). Recent press releases highlight charging solutions for fleets and apartments, which are growth areas due to new California rules (requiring new apartments to have EV charging). ChargePoint executives have been quoted saying “We don’t care who plugs in – Tesla or not – we’ll support all standards. Our goal is ubiquitous charging access”.
  • EVgo: EVgo made headlines with the GM/Pilot network progress – 200+ Pilot travel center sites live with 850 stalls as of Sept 2025 investors.evgo.com. That collaboration hitting milestones is big news (and relief) for interstate EV travelers. EVgo also secured a $200+ million investment in mid-2025 to fund expansion, and is working on integrating NACS plugs starting 2024. There was news that EVgo’s CEO (Badar Khan) projected profitability by 2027 as utilization rises. EVgo’s ReNew program (upgrading older chargers) has been in the news too – they are replacing legacy 50 kW units with 100+ kW at many sites evinfo.net to improve reliability and speed. Expert analysts often say EVgo, as a relatively small network, could be an acquisition target if oil companies or utilities want to get in – something to watch.
  • Electrify America: In mid-2025, Electrify America started operations of Solar Glow 1 (the TechCrunch piece we cited) techcrunch.com, which got positive press. However, EA also faced scrutiny after a viral road trip test showed some stations not functioning. EA responded by pledging a “charging station reliability task force” and an upgrade plan for problem stations. Additionally, Electrify Canada (EA’s sister network) is expanding, and there’s talk that EA might spin off or seek co-investors (reports in late 2023 said VW was considering external investment for EA). Another current news bit: EA raised its prices in early 2025 due to high electricity costs, which upset some users (e.g., in California, rates went above $0.50/kWh for non-members). Public policy might address this by encouraging time-of-use rates for charging stations, etc. Electrify America also announced it will integrate Tesla NACS connectors in 2024 – a big turnaround from the CCS-only stance, showing how market forces (and consumer preference) are driving interoperability.
  • Volta/Shell: As of Aug 2025, we saw that Shell decided to shut down Volta Media and decommission a large chunk of Volta’s free stations supermarketnews.com. This was fairly breaking news and sent ripples through the industry because it signaled the end of an era of truly free public charging. Some commentators lamented loss of free chargers in communities, while others said this was inevitable because “there’s no such thing as a free lunch (or free charge).” Shell stated it will focus on fast charging at its own sites supermarketnews.com. So likely, come 2026, you’ll see Shell Recharge-branded DC fast chargers at Shell gas stations across the country, using Volta’s tech but not free. Shell’s pivot also underscores that standalone charging companies have a tough road – pairing with retail (like gas stations or convenience stores) might be the more sustainable model, something Helios could also consider by partnering with chains that have many parking lots (instead of one-off projects).
  • Global context: In Europe and China, charging networks are even more robust (China had over 5 million public chargers by 2024 iea.org, mostly slow AC but also hundreds of thousands of DC fast). European oil companies (Shell, BP) and utilities (Enel, EDF) run large networks. Automaker Ionity (in EU) is similar to the new U.S. JV. We’re seeing cross-border standardization – e.g., ISO 15118 protocol (for Plug & Charge) is now widely adopted, and the Megawatt Charging Standard (MCS) for trucks was finalized in 2023. It’s likely that by late 2020s, highway stations will start installing MCS for electric semi-trucks. That’s a whole new frontier – charging a 1 MWh truck battery in 30 minutes. Helios’s current scope is cars, but if it establishes itself, it could expand into EV trucking depots, which will be another lucrative investment area with lots of government support (the DOE is funding electric corridor “freight charging depots” as pilots).

In conclusion, Helios Charging is stepping into an industry that’s never been more promising – or competitive. By leveraging clean energy and innovative financing, Helios aims to differentiate itself from Tesla’s proprietary network, ChargePoint’s equipment sales model, EVgo and EA’s charger-centric operations, and Volta’s failed ad-based experiment. Each competitor has its strengths: Tesla in reliability and scale, ChargePoint in ubiquity, EVgo in urban focus and renewables, EA in sheer power and national coverage, and Volta (Shell) in integrating with legacy fuel retail. Helios’s challenge and opportunity is to fuse those elements: finance, scale, green power, and user-friendly tech. If it succeeds, EV drivers in a few years might find Helios-branded solar canopies and chargers in many places – knowing that charging there not only powers their journey but also supports the broader clean energy transition (with investors literally invested in that outcome).

As the Yahoo Finance article and subsequent reports suggest, Helios’s launch could “unlock alternative investments in America’s clean energy infrastructure” streetinsider.com streetinsider.com, bringing fresh capital to build the EV charging backbone needed for the electric vehicle revolution. That’s a win-win-win: for investors, for EV owners, and for the planet.

Sources:

Off-Grid Solar EV Charging Station. Stand-alone solution for EV.
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