Good day, fellow kWh collector⚡🔋

With the shadow of Chinese electric vehicles looming a little larger over Canada and the US this weekend, the charging infrastructure acceleration that we track every week is contextualized. It takes many years to build a charging network, even at Tesla and IONNA speed. New charging providers are skating to where the puck will be in 2030, not where it’s frozen in place for 2026.

With more affordable EVs coming to market, popular brands closer to offering compelling mainstream models, and the potential for leading Chinese models to enter the market in the longer term, the time to build charging for the future of EV adoption is now. And that’s why every week’s AC/DCFC additions are all small pieces in a much larger puzzle.

Here’s this week’s digest of EVI developments across the US and Canada ⤵️

News - After receiving the green light to resume NEVI-funded fast-charging site deployment in August 2025, activations passed the 150 location milestone this week.

Numbers - 152 locations across 19 states funded in part by the National Electric Vehicle Infrastructure (NEVI) program, with hundreds more in progress and more than 1,000 site awards to date.

Nuance - Sites activated to date represent just below $100M in awarded federal funds. That’s a far cry from the billions of dollars that outlets incorrectly claimed were spent on a handful of chargers not long ago. Indeed, the average award per site opened so far is $647,490. On the equipment side, the combination of Francis and Kwik Trip's progress puts SK Signet at the top with 42 sites (28% of all open NEVI locations). EVgo's sole provider, Delta Electronics, places second with all 36 of the network's sites. BTC POWER occupies third place with 21 sites, while Tesla Superchargers are fourth, with 17 NEVI sites.

Next Up - Watch for Georgia to become the 20th state to energize a NEVI station soon, with a site in Dublin, GA, all set to be commissioned. Construction in Minnesota, Michigan, and Wisconsin makes the Great Lakes region the most active region to watch, though Kentucky and Pennsylvania also have numerous projects underway.

News - Wawa becomes the latest addition to Tesla’s nascent “Supercharger for Business” (SfB) program, with a location in Alachua, FL, the first to sport the company’s logo on 16 V4 posts.

Numbers - Just five SfB locations across four states at the time of writing, but the variety of the initial locations is striking. For Wawa, this represents the evolution of a relationship that dates back more than a decade. The company already has more than 2,000 Supercharger stalls at 223 Wawa locations, so rolling out white-labeled SfB marks the beginning of a potentially intriguing pivot.

Nuance - This is the largest SfB site so far, with three of the first five opting for the minimum of four posts/one cabinet. Suncoast Charging went with eight stalls at the first SfB site, but Wawa has deeper pockets and a longer track record with EV charging, so clearly the company expects greater volume. SfB pricing is set by the owner, rather than Tesla, and Wawa has opted for a flat $0.37 per kWh here. That matches the Tesla owner/member rate at the nearest competing Supercharger, while significantly undercutting the non-member rate ($0.51/kWh) of that site, which is also in Alachua.

Next Up - As we shared in edition 50, Francis Energy has a wave of upgrades underway in Oklahoma, many of which (probably all) will deploy SfB. Other independent sites that we’re monitoring are the second Suncoast Charging location in Wesley Chapel, FL, and an interesting EV rental facility from EVODS, serving SeaTac in Washington state. It’s likely that there are many more sites under construction and yet to be identified, so drop me a line if you know of any, and we’ll add them to the map!

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News - A 35% increase on last week’s AC charger additions, with 500+ new ports (albeit with a notable asterisk, detailed below).

Numbers - 544 L2 charging ports added to the Alternative Fuels Data Center this week, spread across 34 states and provinces.

Notable New L2 + AFDC Additions:

◾ SWTCH shared that it has installed 22 new AC charging units at Viceroy Brickell, a luxury residence and retail property in Miami, FL. The deployment features the company’s Echo system, which maintains a connection to chargers via a strong wireless network solution rather than the extensive cabling needed for a hardwired connection.

🟠 With 345 new L2 spots, ChargePoint is responsible for 63% of the AC port additions this week. Curious to see how that majority holds up when expanded to all sites, we found that ChargePoint underpins 40.7% of all L2 listings in the Alternative Fuels Data Center. Blink (9.9%) and Tesla Destination (9%) chargers place a distant second and third.

❌ 32 new ChargePoint AC ports in New Carlisle, IN, provide a reminder that the AFDC's L2 public port count needs a significant asterisk. Although the addition is significant, its location at an Amazon facility and intermittent notes that the chargers are not publicly accessible are reminders to use PlugShare or the charging operator's app to make your destination charging decisions.

🔌 In addition to celebrating 400kW DC fast charging at its sites, BC Hydro was also active in the L2 space this week. 15 new ports across three locations in Hope, Vernon, and Victoria, all of which add to the province's growing range of charging options.

🔶 For anyone planning spring or summer adventures in Michigan, the Rivian Waypoints network now has two ports online in Burt Lake State Park (Indian River, MI).

🅿️ EVIUM added 30 new ports at the SP Plus parking garage in Chicago, IL.

News - This was a relatively quiet week for DCFC, with no individual operator dominating deployments. Jule was notable for its additions, but several are data-entry catch-ups that were already open. Even with limited activity, several providers celebrated important milestones/iconic sites, such as BC Hydro passing 800 ports, Superchargers setting records at the Tesla Diner, and new NEVI sites taking the federal program past 150 openings.

Numbers - 259 DC charging ports at 47 charging locations added to the Alternative Fuels Data Center this week, spread across 22 states and provinces.

Notable New Locations + AFDC Additions:

🟠 ChargePoint added 22 stalls at nine locations across eight states and two provinces. A notable addition is found at Landhope Farms in Oxford, PA, which is actually a gas station chain but now offers fast charging up to 400kW at Pennsylvania’s 29th NEVI-funded site.

🔷 BC Hydro nudged up to 170 fast-charging sites across the province with four new locations, which also brought the wider network past 800 ports. The network’s newest site in Burnaby, BC, celebrates the milestone with the integration of 400kW ABB units, building on the older, 180kW ABB hardware typically deployed across BC Hydro sites.

🟢 Electrify America energized 12 new stalls at a new site at Menards in Avon, OH, and another six at a grocery store in Paramus, NJ.

🔵 EVgo opened just the one site this week, with six stalls at a grocery store in Elk Grove, CA. The weekly grocery run was also the focus of EVgo’s expansion this week with Kroger, which includes store brands like Fred Meyer, Harris Teeter, and Smith’s. If all goes to plan, this will deliver at least 150 DCFC stalls each year for the next decade.

🔋 Battery-backed charging operator Jule doesn’t often hit our openings list, but the name was common this week due to a mixture of new locations and catching up on admin. A NEVI site in Lyons, CO, was opened before Christmas, but another federally funded location in Portland, ME, was indeed opened this week, as the ribbon-cutting ceremony above demonstrates. Although the company doesn’t have an app, EV drivers can confirm locations in advance via Jule’s website location map.

🔶 Rivian opened a new Adventure Network location in Lakewood, CO, bringing 12 stalls to the Colorado Mills retail and dining area, immediately off I-70.

🔴 Tesla Charging added 96 stalls at six Superchargers across four states (CA/FL/OK/UT) this week. The upgrade of the Francis Energy location in Norman, OK, attracted the most attention, while 28 new stalls in Vacaville, CA, is the largest site in this week’s collection.

🟠 IONNA continued to inch towards its 100 site milestone, a two-week slowdown that makes the sudden burst of holiday openings to meet the end of 2025 all the more confusing. Nonetheless, two new Northeast Rechargeries were added to the network’s charging map this week. Simsbury, CT, adds 10 stalls to a site we’ve been watching for more than a year now, while another eight are added in partnership with Wawa in Freehold, NJ.

🔷 Two more FLO locations this week, with a charger each for Maple Heights City Hall in Ohio and another new GreenP charging location in Toronto, ON.

⭕ Red E had an unusually quiet week, with only a single site added at a Ford dealership in Wytheville, VA.

To see how and where the leading charging vendors are expanding, check out The Network Architect Channel on YouTube for weekly DCFC updates.

🚧 Construction is underway at a variety of upcoming NEVI locations, including Noonday Market in Wayland, MI, and an expansion of the existing two-dispenser ChargePoint site in Mountain Top, PA. Our NEVI Progress Map is now tracking 86 upcoming locations that are either confirmed under construction or for which states have updated to “in progress”. That puts the likely number of NEVI sites underway well into the hundreds, as there are thousands of awards and only a few states are actively updating site status.

📝 In permitting, AlejandroEV66 identified new IONNA locations in Rancho Cordova, CA, and Bordentown, NJ. On the Tesla side, we have permits from MarcoRP1 for new Superchargers in Boynton Beach, FL, and Bellingham, WA. Renders of the previously identified IONNA Rechargery in New Market, MD, also show a new site layout and the kind of onsite facilities we expect to see from the next wave of DCFC.

🚛 Tesla Semichargers will be added at the company’s Fremont factory in California, as well as at La Porte, TX, and the soon-to-be-expanded Firebaugh Supercharger site (see next section).

News - A massive expansion of Tesla’s Firebaugh Supercharger hints at the future of freight corridors, with a significant portion of the site dedicated to serving the Tesla Semi.

Numbers - 16 pull-through spaces are included in plans for the expansion, which should serve the company’s all-electric truck with charging at up to 1.2MW, as shared late last year by the Tesla Semi team. The wider site will jump from its existing 56 stalls to almost 300, once complete. Including the Semichargers, the proposed stall count is 304.

Nuance - After years of hype, it looks like 2026 will be the year we start to see the Tesla Semi move beyond its testing phase and start hauling real-world loads, starting with the I-5 corridor. The Firebaugh upgrade comes at a time when Semicharger plans are being spotted almost weekly, and even competing freight fueling locations, such as TravelCenters of America, are gearing up to serve the Tesla Semi and other electric trucks. We also saw this in last week’s edition, with the news that bp pulse will include Tesla’s charging system at a new location in Ontario, CA.

Next Up - “Lots of trucks to electrify on I-5.” That short reply from Dan Priestley, head of the Tesla Semi program, to the news of Firebaugh's expansion sums up the next phase of fleet electrification. Getting the Tesla Semi - and many other models of electric truck - moving on California’s key freight corridors means not just delivering the vehicles, but also evolving charging infrastructure to accommodate megawatts instead of kilowatts, and having more spacious, maneuverable sites to get HDEVs in and out quickly.

News - With five Tesla Supercharger for Business sites now energized, a variety of pricing approaches are emerging. From competing with nearby Tesla-owned Superchargers to potentially lower pricing on established networks, early rates could be an indicator of downward pressure on DCFC pricing as the SfB program expands.

Numbers: Early rates range from $0.37 to $0.45 per kWh, all of which are beneath the average US price for DC fast charging, which consistently hovers above $0.50 per kWh in most regions. Things get most interesting when compared to nearby Tesla-owned Superchargers, which typically present the greatest competition, despite essentially being on the same network. The example below in Land O’Lakes, FL, has Suncoast Charging’s SfB site at four cents cheaper than the non-member rate at the nearby Odessa Supercharger (red arrow), but Tesla owners and members can pay up to 14 cents less per kWh at the Tesla-owned option.

Nuance - Pricing at Tesla SfB locations has raised several questions, such as whether free lifetime Supercharging owners can avoid paying for charging (no), and whether Tesla membership plans lower the rate at SfB sites (also no). However, early pricing suggests that Tesla’s low deployment costs and reasonable maintenance fees will help keep rates down, even without discounts. An example comes from the first Francis Energy site in Norman, OK, where pricing is set at $0.44/kWh, which is 8 cents lower than the standard rate ($0.52/kWh) at all of the network’s other home-state locations across Oklahoma.

Next Up - Two areas to watch are pricing at future Francis Energy locations and how many more locations Wawa energizes under the SfB program, rather than simply leasing Tesla space to own and operate Superchargers on its properties. If Francis maintains the $0.44/kWh rate at its next upgraded locations, this shows Tesla’s low-cost solution could deliver significant cost savings across the company’s Oklahoma network. For Wawa, the decision to price its initial SfB location in Alachua, FL, at the lower member rate at the nearby Tesla-owned Supercharger indicates a similar intention to price on the lower end and attract EV drivers. After a year of rising DCFC prices, downward pressure from the likes of Tesla SfB owners, IONNA, and Mercedes-Benz HPC would be welcome relief.

In every edition, we recommend one of the best listens on electrification, energy, or something similarly EV-related.

A quick check in on our predictions around the 2026 EV sector and charging this week, as the Coast-to-Coast EVs look at the road ahead for electric vehicles and infrastructure.

🎧Coast-to-Coast EVs #51: The Road Ahead for Electric Vehicles ⚡

Here’s a selection of news items we couldn’t squeeze into other sections, followed by select EVI incentive program updates we think you’ll want to know about:

MB-HPC confirms Canadian expansion + unpacks NACS strategy

Federal court rules clean energy + EV charging funding cuts unlawful

Rivian R2 production trial model will test/charge on Route 66 this month

Loop launches Infinity Link for offline charging options

EVgo is first charging company to join the Alliance for Automotive Innovation

$10 million available for hotel charging sites via NJ EV Tourism Corridor Charging

California’s Clean Bus & Truck Voucher program is open again

Application period open for Rebuild Illinois funding opportunity (DCFC + L2)

California’s FCCP incentives program application period remains open (deadline: 1/29/26) — assistance with applications is available here

Portal for Pennsylvania Corridor Connections funding is open (deadline: 1/30/26)

Michigan’s DTE is now accepting applications for grants from its Emerging Technology Fund through 1/31/26

Round 3 of Ohio NEVI funding is open, with an info webinar recording + resulting Q&A doc now available (up to 10 contractors selected, deadline for rd. 3 proposals: 2/5/26)

Round 3 of the Illinois NEVI funding is now open, with $65.6M available, including applications for M-HDEV charging sites (deadline: 2/13/26)

If you found this edition useful, please share the value by passing it on to a friend, colleague, or family member with an interest in electrification.

See you next week ⚡

Cheers,

Steve / Plug & Play EV