Good day, fellow cabin pre-conditioner 🔥💺

Those of us watching public charging in North America knew it was happening throughout the past 12-18 months, and now we have the numbers to express it: US DC fast charging posted a 30% port increase in 2025, compared to an already solid 2024.

And that’s really just the beginning.

Last year’s numbers barely include Walmart Energy, which has the potential to add thousands of ports in its own right, while IONNA’s 740 new ports in 2025 represents only a throat clearing, given the network’s 2030 goal of 30,000 stalls. Add other international names, regional players, and the revived NEVI program, and another record year appears likely.

If we hadn’t done so already, this checks charging anxiety off the list of EV concerns, stoking the next wave of adoption for electrified transport. What you read here every week gives you the first look at which networks are making progress, where they’re doing so, and what still needs to be done. If it’s a useful resource, please forward this edition to a friend, colleague, or family member.

Thus enthused, here’s the latest digest of EVI developments across the US and Canada⤵️

News - Charging data analytics firm Paren released its State of the Industry Report for 2025, with results showing healthy utilization, rapidly improving reliability, and a record-setting acceleration for DCFC sites installed across the United States.

Numbers - 30% up YOY. That’s the increase in both utilization and ports added in 2025, when compared to 2024. 18,041 new ports across 3,364 fast-charging locations represented the most productive 12 months for EV infrastructure to date.

Nuance - Private sector funding is driving the rapid expansion of DC fast charging across the US. Of the 18,000+ ports added, fewer than 500 of them (3%) were funded by NEVI, the largest public program for DCFC installs. Furthermore, due to matching requirements, at least 20% of what’s spent on NEVI locations comes from the private sector. Even if all of the stations awarded by 2025 had been built last year, it would still represent less than 20% of ports added. As a program intended to catalyze the kind of private investment that has arrived over the past two years, NEVI has done its job.

Next Up - Despite adverse conditions and the usual New Year lull, 2026 is off to a relatively positive start with more than 1,000 DCFC ports at 175 US locations. Matching this in February and March would keep pace with 2025’s Q1 addition, but there are projects waiting in the wings that promise to juice these numbers towards another record-setting year. IONNA and Walmart Energy alone have enough sites in permitting to deliver several thousand ports. Toss in Tesla’s Supercharger for Business program, rising regional players, and a more productive NEVI program, and it’s easy to see a path to more than 20,000 new ports added in 2026.

News - Red E ranked in third position for most deployed DCFC ports in 2025, capping an impressive year that only established industry giants Tesla and ChargePoint could beat.

Numbers - The headline report from Paren confirmed what we saw almost every week from Red E in these pages last year: 854 new ports added across 223 new DCFC locations gave the network 4.7% of all new ports in 2025, and 2% overall market share by port count. 62% of the Red E footprint at the start of 2026 was energized during the previous 12 months, outperforming both deep-pocketed competitors like Pilot or IONNA and established names, like EVgo or Electrify America.

Nuance - Although it has a nationwide presence (sites in 42 states), Red E’s expansion has been focused on a few key markets: Massachusetts, New York, Illinois, and the company’s home state of Michigan. Around 40% of the network’s locations are at auto dealers, but municipal locations and small format retail, such as local strip malls and convenience stores, contributed significantly to growth in 2025.

Next Up - Promising collaborations with nationwide partners such as ALDI (pictured) and FasCharge give Red E a springboard for further expansion this year. 41 NEVI awards at the time of writing should also support that effort, with the potential to add more than 150 new ports to the Red E network this year via the federal program.

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News - A steady week for AC charging growth, with ChargePoint again underpinning most of the additions, as Blink, Flo, and ChargeSmart EV also deploy valuable locations.

Numbers - 426 L2 charging ports added to the Alternative Fuels Data Center this week, spread across 31 states and provinces.

Notable New L2 + AFDC Additions:

◾ Blink Charging added 14 new ports at the WYE Junction Apartments in Durham, NC. That’s likely for residents and their guests only, but another 8-port location in Newberg, OR, at the Hawaiian Bros. Island Grill restaurant is open to all.

🟠 ChargePoint logged notable additions at Hudson’s Detroit (34 ports), Inland Empire Utilities (34 ports) in Ontario, CA, City Hall (8 ports) in Bothell, WA.

🔴 Tesla shared an update on its recent Wall Connectors for Business installations, with US additions comprising 345 ports added across 52 sites in 17 states. 82 ports at the Hilton LAX in California make up a large portion of that number, alongside other significant deployments at the Shanty Creek Resort (10 ports) in Mancelona, MI, and the Four Points by Sheraton (4 ports) in Rock Springs, WY.

🟦 FLO added 16 L2 ports at seven locations in four provinces and two states. Five ports at the Complexe Tour in the heart of Montreal, QC, is the largest addition, with locations in Liberty Lake, WA, and Holyoke, MA, adding to the network’s map stateside.

🟢 More destination charging options at hotels for Upstate New York-based Chargesmart EV, with 12 new ports at the Home2Suites in Buffalo, NY, and another 10 in Plattsburgh, NY, at the Best Western Plus.

🏡 PlugOp has confirmed new L2 chargers for residents of Windermere at Sycamore Highlands in California.

News - Frigid winter conditions across much of North America limited charging location openings this week. Only a handful of sites were energized, but there are still some notable locations to acknowledge.

Numbers - 172 DC charging ports at 31 charging locations added to the Alternative Fuels Data Center this week, spread across 20 states and provinces.

Notable New Locations + AFDC Additions:

🔶 Rivian added 20 DCFC stalls across two new Adventure Network locations, taking the RAN tally to 141 locations. 130 (92%) are open to all EVs, though only 4% have NACS handles so far. For now, the new sites in Orange, CA, and Ellensburg, WA are CCS-only.

➡️ Mercedes-Benz High Power Charging opened new sites in Augusta, GA, and Manchester, NH. For drivers using the network of 75 sites this weekend, note that many locations appear to be in free vend mode. Our speculation is that MB-HPC is moving to a new back-end provider, as none of the locations currently show in the ChargePoint system as they did previously, but we will monitor and update in next week’s edition.

◾ Electric Era had a lot to celebrate at home in Washington State during the closing weeks of January, with six site wins from WSDOT’s first round of NEVI awards and two new sites open in its home state. A site at Angel of the Winds Resort in Arlington, WA, exemplifies the growing connection between EV charging and casino/hospitality destinations, while a second site in Kent, WA, brings reliable fast charging to the offices of Puget Sound Energy.

⚡ Francis Energy got its second upgraded site using Tesla hardware energized this week, with Durant, OK, following the first site opened in Norman a couple of weeks ago. Pricing is again set at $0.44/kWh for this site, which is 15% lower than the usual price point at the network’s other locations across Oklahoma.

🔴 Tesla Charging also added 76 stalls at seven of its own Superchargers this week, spread across five states. Florida claimed the lion’s share of those, with 36 stalls at three locations, the largest of which was 16 stalls in Miami. Another 12 in Klamath Falls add to Tesla’s presence in Oregon’s lake country.

🛒 Walmart Energy posted a second straight week of activations, adding a long-watched location in McAlester, OK. This location emphasizes the value of leveraging Walmart’s massive footprint to bring the latest fast-charging technology to stores that serve rural routes and local communities. McAlester is 40 miles south of I-40, far from a major travel corridor.

🟠 ChargePoint added 15 stalls at seven new locations in three states (CA/IL/NJ) and two provinces (BC/ON). A mix of dealership chargers and municipal lots make up most of these additions, making a new Petro Canada location in Surrey, BC, probably the pick of the bunch in terms of power and convenience for EV drivers.

🔷 Two new FLO Ultra units are now online at a Metro grocery store in Québec, QC, with the partnership between the retail chain and one of Canada’s leading charging operators continuing to bear fruit.

☀️ bp pulse added four 150kW stalls with Tritium hardware at a Thornton’s c-store in Brandon, FL.

🔵 EVgo opened another location in partnership with Ethan Conrad Properties, this time with six stalls in Sacramento, CA. No Pilot-Flying J additions on the map this week.

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

🔴 On the Tesla permits side, we have lots of news from MarcoRP1 on new Superchargers in Van Nuys, CA, Bedminster, NJ, and Savannah, GA. New Supercharger for Business locations in El Cajon, CA (Casino Connection), Brentwood, TN (EV Auto), and Cuero, TX (EV Thing Diner), were also identified.

📝 In other permitting news, AlejandroEV66 identified new IONNA locations in Austin, TX, and Pembroke Pines, FL. The latter raised eyebrows this week, due to the presence of Francis Energy’s name on the associated site design document, pictured below. Although this could simply be Francis acting as an engineering/construction partner for this particular location, the company’s recent pivot to Tesla hardware in its home state of Oklahoma also shows an open attitude to expanding with other operators. One to watch.

🪙 The long-awaited first round NEVI awards from Washington State were revealed this week, with 14 sites shared across five charging providers: Electric Era, Energy NW, EV Gateway, EVgo, and Tesla. A couple of years ago, I traveled the stretch of I-90 that half of these sites will cover and found the route in relatively good shape, even before IONNA, NEVI, and others showed up. Here’s my look at how NEVI will impact the route.

🚧 Expect another spree of Great Lakes openings from Kwik Trip soon, as sites across Wisconsin and Minnesota take shape despite freezing conditions. Locations in Marinette, WI, Forest Lake, and North Branch, MN, are all at various stages of readiness as we head towards spring.

News - Pilot has partnered with Tesla to deliver electric truck charging solutions. The EV giant’s increasingly visible Semicharger system will be deployed at truck stops along prominent freight routes including I-5 and I-10.

Numbers - Semichargers will be hosted by Pilot centers in five states, with four to eight stalls per site, using Tesla’s V4 cabinets to deliver up to 1.2 megawatts of power across each stall.

Nuance - Although these locations will be open to other heavy-duty electric fleet vehicles, they will need to be equipped with the MCS port, confirmed Tesla Semi lead Dan Priestley. That makes Tesla’s truck the primary focus for 2026, as other manufacturers lean on CCS1 solutions until their megawatt charging options are fully tested. For a deeper dive into the progress of the Tesla Semi and Semicharger partnerships, dig into this report from EV Wire.

Next Up - The first Pilot sites equipped with Tesla Semichargers are expected to open this summer. Watch for early locations at Pilot Travel Centers on key freight corridors in California, Georgia, Nevada, New Mexico, and Texas.

News - IONNA turns two next weekend and will celebrate with free charging at full Rechargeries, as well as price reductions across the network on Feb. 7/8th.

Numbers: 7 full Rechargeries will be in free vend mode for the weekend, with the remaining 80+ sites priced at $0.20 per kWh for the two-day celebration. Full Rechargery locations that will offer free charging are: Apex and Garner, NC | Limon, CO | Reynoldsburg, OH | Forest Park and West Point, GA | Houston, TX.

Nuance - IONNA officially broke cover as an entity in February 2024, but most of that year was spent setting up the organizational side, such as staffing and opening its HQ in North Carolina. The first Rechargery in Apex, NC, held a soft opening and stress test event in December 2024, at which 200+ sessions in five hours delivered almost 5MWh of energy to enthusiastic EV drivers. With 90+ locations energized since then, these events provide a unique opportunity to celebrate, stress test, and share EV experiences with other owners.

Next Up - We’ll be celebrating at the Brattleboro Rechargery in Vermont, from 12-2PM on Saturday Feb. 7th. Join us for freebies, cheaper charging, and EV conversation, or check out the other celebratory events at Rechargeries across the US.

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

This week we return to the Directly Current podcast to consider some of the latest factors with the potential to influence EV adoption.

🎧 Directly Current: Chinese models, California credits, shifting EV opinions⚡

In this wide-ranging episode, leading EV policy advocate Mike Murphy joins Max Patten to share the potential for Chinese electric vehicles, the shrinking partisan gap towards electric cars, and a state-level tax credit in North America’s biggest EV market.

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:

GM adds Electrify America locations to owner apps for easier charging

Electric Era + MN8 Energy share enterprise-level Charging-as-a-Service offering

EVgo announces plans to 5x its NACS connector count by the end of 2026

CEC awards $4M for California’s first EV Charger Testing and Interoperability Lab

North Carolina adjusts NEVI strategy to prioritize state routes/underserved areas

$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)

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)

Maryland’s $10M Community Electric Vehicle Supply Equipment Grant Program is open for applications (deadline: 2/25/26)

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