States and state transportation agencies are most directly affected because they were the formula grant recipients for NEVI funding; they will lose access to unobligated federal NEVI funds for EV charging projects. EV charging station developers, infrastructure contractors, and manufacturers that were planning projects based on upcoming NEVI formula awards may see projects delayed or canceled if awards were not yet obligated. Electric utilities and grid planners may face slower near‑term EV load growth where public charging deployment stalls, which could affect distribution planning and investment timing. Consumers and EV drivers may experience slower expansion of public fast-charging networks in areas that would have relied on NEVI funding, potentially affecting EV adoption and travel convenience in those locations. Federal agencies (DOT offices and grant administrators) must stop program activities tied to cancelled funds and complete administrative closeouts; they will need to determine the treatment of any previously obligated funds per federal obligations law. The legislative change also introduces market and planning uncertainty for private investors and local governments that were coordinating with NEVI-funded initiatives. On net, this reduces federal support for publicly funded EV charging infrastructure while saving or reverting unobligated federal balances; it does not itself reauthorize or replace funding for those projects.