Good day, fellow Voltage Veteran,

Hopefully most folks reading this have another day of the long weekend ahead of them, so we’ll cut the preamble and you can get right back to grilling out.

Here are the latest EV infrastructure developments for the US & Canada this week ⤵️

News - Underscoring the company’s remarkable influence on our fast-charging landscape, hardware manufacturer Alpitronic shared that its equipment has delivered more than a million charging sessions in 18 months of operating in the US market.

Numbers - 1 million sessions is a great headline number, but it’s the distribution and partner counts that matter most in this achievement. Approximately 60% of the US sites hosting Alpitronic hardware opened in the last six months, so it’s fair to say that the next million sessions will be delivered much more quickly. And with 5 of the 7 major CPOs that Alpitronic partners with expanding rapidly, including IONNA and Walmart, the installed base at a few hundred sites could expand into the thousands this year.

Nuance - The Alpitronic expansion parallels a shift in the US charging landscape - and one we can expect to see more of in Canada - where reliability issues fade into the background and power/stall count start to rise. This marks a third wave of DCFC in North America, defined by competition and site category, rather than map coverage and whether or not the charger will work, considerations that defined the second wave that preceded it from 2018 to 2023. In the long-term, hardware should also fade into the background. After all, few of us know the brand of various gas pumps we’ve used in the past. But for this critical period that takes EV adoption from persistent early adopters to pragmatic early mainstream buyers, the rapid deployment of Alpitronic’s HYC400 clearly plays a role in addressing US charging infrastructure as a legitimate barrier to entry.

Next Up - At the pace of the past six months, Alpitronic adds at least 20-30 sites to its tally every month in the US (and now Canada, thanks to Mercedes-Benz HPC). Merely maintaining that rate would put HYC400 units at more than 500 locations in North America, covering most of the lower 48 states and Canada’s key markets, if MB-HPC continues its strategy of building in areas of high EV adoption. Walmart is the wild card that could spike that number and push it beyond 1,000+ sites, depending on how the retailer’s balancing act between the HYC400 and ABB’s A400 system plays out.

📊 Sunday Stat: Locations with dining options make up 7% of all public DC charging sites in the United States, with quick-service restaurants (QSRs) contributing more than one-third of those locations. Bojangles added to that category this week, cutting the ribbon on the chain’s first fast-charging site in Savannah, GA, using XCharge C7 hardware.

News - Six months since the first Tesla SfB site was energized in Florida, the “network within a network” already has a nationwide presence and a “coming soon” pipeline that will double its current site count.

Numbers - 30 Tesla SfB sites have been energized in 10 states so far, with half of them existing sites in Oklahoma that have been upgraded by Francis Energy. Another 28 locations are in the pipeline, with 12 of those planned/permitted sites under construction at the time of writing.

Nuance - Although it’s a national CPO driving early growth of Tesla’s Supercharger for Business program, we also see SfB’s potential to support regional charging entrepreneurs. By addressing reliability and visibility right out of the gate, SfB eliminates two early pain points that have bedeviled ambitious fast-charging providers. It also speeds deployment, as Mohammed Abdalla, CEO and Founder of Texas-based Good Faith Energy explains:

“From an operational standpoint, Tesla’s hardware ecosystem simplifies many challenges that have historically slowed down large-scale EV charging rollouts. The reliability, user experience, and streamlined integration allow third-party operators like Good Faith to focus more on site selection, execution, and long-term network growth.”

Next Up - What SfB delivers in terms of deployment and operational advantages, it still leaves power on the table, with most of the installations so far being V3 power cabinets at 500V. That’s fine for most current EVs, but leaves a question mark over how future-proofed early SfB locations will be. Tesla has now ceased production of that hardware in favor of 1,000V V4 cabinets, so expect to see a gradual shift toward 500kW capabilities for Tesla’s 3rd party Supercharger clients later this year.

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News - Another week with fewer than 500 AC charging ports, although this is an improvement on the earlier weeks of May. Tesla also provided an AC update, with a major deployment in Los Angeles leading the way.

Numbers - 433 L2 charging ports added to the Alternative Fuels Data Center this week, spread across 27 states and 4 Canadian provinces.

Notable New L2 + AFDC Additions:

◾ Life’s a beach for Blink Charging this week, with its largest L2 installation an impressive 22 ports at Vintage Lake Powell in Panama City Beach, FL. 67 ports in total across 8 locations represents a solid week for the network, overall. Additional installations at hotels in Orlando, FL, and Ocean Park, WA, represent the kind of destination charging deployments we’d love to see more of from the hospitality sector.

🟠 ChargePoint added 245 ports across the United States (57% of all L2 this week), covering everything from medical facilities and parking garages to municipal parks and libraries. More charging options at the Union Depot Station in downtown St. Paul, MN, offers one example of a long-stay parking location that benefits from AC chargers.

🔴 Tesla Charging provided an update for its April/May Wall Connector for Business deployments, which includes 480 AC ports across 69 sites in the US and one in Canada. A single site at 5420 Sunset in Los Angeles dominates the numbers, with more than one-quarter of the ports attributable to this property. 66 ports are also added to hotels, including the Canadian site at the Quality Inn Airport in Dieppe, NB.

⚡ Vialynk added 22 ports at 4 locations across New York state, the most interesting of which is the Paddock Chevrolet Sports Complex in Tonawanda, near Buffalo, NY.

⭕ Red E energized 8 ports at 3 US locations, including 2 × 19.2kW units in the company’s home state of Michigan, at the Canton Administration Building.

🔷 FLO added 7 new AC ports across 4 locations in Canada, including a couple at the National Park in Oka, QC.

News - Although it looked like an unremarkable week for DC charging additions in the Alternative Fuels Data Center, last-minute activity from Walmart EV Charging that didn’t quite make it into the listings flips that narrative on its head. 11 new sites opened towards the end of the week, taking the network’s total port count close to 500 and opening up a new state in spectacular fashion. No more sleeping giant for this project; it’s now actively charging vehicles across the country and changing the US DCFC landscape.

Numbers - For the week, 243 DC charging ports at 44 charging locations were added to the AFDC, covering 22 states and 1 Canadian province.

Check out the DCFCtracker.com site to see a map of the latest AFDC additions, which can also be filtered down to the past week or month.

Notable New Locations + AFDC Additions:

🛒 As will become increasingly common, we simply have to start the DCFC section with Walmart EV Charging. In AFDC terms, we only have locations in the core states of Arkansas and Texas to work with, but what was actually energized on the ground marks an impressive spike for the retail-led network. Over 5 busy days, 13 new locations came online across 7 states, growing the WEVC site footprint by 29% in just a week. Even using new states to pick notable locations is complicated, as the retailer opened three in Utah on the same day, so we’ll pluck Lake St. Louis, MO, and Draper, UT, as our examples. The former is the sole site in Missouri, for now, and the latter is the most affordable, at $0.39/kWh and with the Walmart+ 10% discount available in Utah.

⚡IONNA only managed a couple of new locations this week, but one is the network’s largest yet. The Seffner Rechargery in Florida slides in at 20 stalls, which is two more than the Lima Rechargery in Ohio, which held the title for the last two months. The network’s other location this week is the second Rechargery energized in Everett, WA, located at Evergreen Way, about 5 miles south of the city’s first IONNA site on Broadway.

🛣️ Two TravelCenters of America (TA) sites took the strain for bp pulse last week, so it’s appropriate that a dedicated Gigahub delivers as many stalls this week, as the network debuts in Utah. As usual, the SLC Gigahub serves the city’s airport, and 24 stalls at up to 400kW should be plenty for most EVs traveling the Wasatch Front for years to come. TA also weighed in with another 12 stalls, this time at a travel center in Ashland, VA.

🔴 Walmart was clearly operating at Supercharger-level efficiency this week, as Tesla Charging added a similar number of sites and stalls across the US. 104 stalls deployed across 10 of the company’s own sites and another 4 at a Supercharger for Business (SfB) site. The pick of the Tesla-owned map pins would have to be the 8 stalls added in Manhattan, KS, as this one is a past “Supercharger Voting” winner and appears to fill a gap in the map. Power to the (Tesla) people!

⚪ On the white-labeled SfB location, Francis Energy opens its 15th upgraded site that swaps out aging BTC Power 150kW hardware for 4 x V3 Superchargers, capable of up to 325kW with the right EV plugged in. This site is up now in Antlers, OK.

📍 Francis Energy continues to extend its lead at the head of the NEVI pack, with new activations in Kentucky and Maryland putting the network several sites ahead of EVgo/Pilot-Flying J. This week’s new places to charge are in Central City, KY, Salyersville, KY, and West Friendship, MD. Hat tip to Francis on the pricing at that first location, which at $0.38/kWh is extremely competitive.

🪙 More NEVI action in Pennsylvania as well, where Sheetz opened 4 new stalls at its c-store in Muncy, PA. This is the state’s 36th federally-funded site to open and includes a “powered by Electrify America” suffix in the network’s app, confirming it is another under EA’s Electrify Commercial arm, which operates and maintains chargers but leaves pricing and other ownership decisions to the client.

🟢 Electrify America also activated the first of three sites we’ve been watching here in Massachusetts, which are owned by WS Development and opened/operated under the Electrify Commercial umbrella. The first to be energized is up in Salem, MA, interestingly located right next to a Walmart, while the next two should follow soon in Chestnut Hill and Millbury, MA. Links to those last two are Shorts videos with a quick look at each location over the last month or two of construction.

⭕ Red E opened 4 new sites in 3 states, adding 12 fast-charging ports to its overall tally, which now sits at 1,852. More notably, this batch moves the Michigan-based operator past 500 active sites, something that only six other CPOs have achieved. The most notable site of the week is the “Beverly Plaza EV Lot” in Champaign, IL, which delivers up to 360kW of power courtesy of AUTEL’s MaxiCharger DH480 hardware.

🔵 EVgo added another California charging option in partnership with Ethan Conrad, with 8 stalls now available at the Plaza De Oro in Rancho Cordova, CA.

🔹 Limited action up in Canada again this week, but a new Circuit électrique site does bring powerful streetside charging to Laval, QC, if the 350kW+ listings are to be believed.

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

📝 Starting with Tesla permitting, new Supercharger filings identified by MarcoRPi1 for Sunnyvale, CA, Key Largo, FL, and Brooklyn, NY, as well as another Megacharger on deck for Tesla Semi charging, which will be built in North Edwards, CA.

⚪ Activity for Tesla Supercharger for Business clients is picking up as well, especially in the Dallas-Fort Worth area. The aforementioned team at Good Faith Energy also shared that they have 4 SfB sites under active construction around the metroplex for two different CPOs, with one of the providers planning another 7 for D-FW. And on the subject of big charging plans that expanded out of Texas…

🛒 The Walmart EV Charging (WEVC) coming soon pipeline remains much the same this week: 319 known locations across 34 states, with 176 in the permit stage and 143 under construction. This week’s notable location is Supercenter 844 in Morris, IL, where construction is complete and ABB A400 displays are lit. The site appears to be days from commissioning and will be the first WEVC option in Illinois. As usual, view the Wattmart site to see progress by area, hardware, or a specific part of the pipeline.

🚧 Construction is progressing at MB-HPC’s final known site planned for New England, with dispensers out and cabinets in place in Peabody, MA. The network is quickly exhausting its pipeline of new locations, with 12 more remaining on the station locator, including this one. Completing these would put MB-HPC past the 100 sites mark, so we’ll be watching for a fresh batch of plans/permits soon.

⏳ Electrify America looks close to activating a new location around Kent/Brimfield, OH, in partnership with Menards. The site, pictured above courtesy of our eyes and ears in the Buckeye State, has BTC Power hardware in the ground that will serve 12 spaces, as double digit stall counts become the new normal for EA.

⚡ Several full V4 Superchargers have been under construction for a few months now, meaning we might expect to see them in action this summer. Watch for powerful new Tesla sites in Camp Verde, AZ, McKinleyville, CA, and Romulus, MI, as the Supercharger network slowly transitions to 1,000V DCFC.

Is there an upcoming site in your area that the EV community needs to know about?

Reply to this email with the location and charging provider (if known) and we’ll add it to the next edition 🙌🏻

News - Commercially-focused charging platform Presto will collaborate with bp pulse to deliver easier access to DCFC for electric fleet and rideshare drivers in the US.

Numbers - The bp pulse network includes a wide range across its 89 sites, from c-stores and travel centers to the larger format Gigahubs. The latter are of most relevance to rideshare drivers, as they are located at 9 major US airports. This small number of sites is responsible for more than 250 fast-charging stalls, which is one-third of the network total.

Nuance - Consistent utilization is the name of the game for the current wave of North American DCFC, and electric fleets are one of the key pools that rising CPOs need to tap. This is especially true of bp pulse, which has invested heavily in charging hubs close to major metro areas and airports in the hope of providing seamless, convenient charging for rideshare and rentals. Assuming potential fleet customers within the Presto ecosystem find these locations compelling, managing access and payments will be made easier for them with this roaming partnership.

Next Up - App fatigue is real for EV drivers and roaming continues to be a significant lag factor for North American charging networks, some of which have agreements with competitors that are rarely emphasized. Electric fleet agreements begin to address these gaps, as drivers have greater need to monitor charging activity and costs in a single app or platform. Expect to see more of this kind of partnership on the commercial side, which will hopefully convince charging providers on the value of more transparent roaming options for regular EV drivers in future.

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:

Forum Mobility to retrofit Port of Long Beach hub for MCS fleet charging

MB-HPC rolls out new feature to monitor charging sessions without an app

Hawaiian NEVI program progresses with a different kind of deployment strategy

NYC and LA announce nation’s first bi-coastal electric fleet agreement

Tesla brings “Quiet Charging” pilot to select Superchargers in urban locations

California Clean Fuel Reward (CCFR) opens enrollment for M-HDEV rebates

A fresh round of Colorado’s DCFC Plazas Program ($17M) is now open (due: 7/10/26)

Michigan will issue its round 3 NEVI RFP this month, with applications due in July

TxDOT has applications for phase 2 of the Texas NEVI program due by 6/12/26

Maryland’s round 3 NEVI solicitation is open for applications (through 6/24/26)

Efficiency Maine is seeking qualified bidders for L2 charging (up to $120K per site)

Pennsylvania offers $100M for community EV charging projects, with different 2026 NOFO windows across the state. Start with the Interested Organizations Survey here.

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

Oregon will open round 3 NEVI solicitations this summer

If you found this edition useful, please pass it on to a friend, colleague, or family member interested in electrification.

See you next week ⚡

Cheers,

Steve / Plug & Play EV

🍵^{This edition fueled by: Cold brew one day, cappuccino the next (welcome to spring in New England)}

🎵 ^{Spinning this Sunday: Titus Andronicus - A More Perfect Union}

^{📺 Watching this Week: EPL Goals of the Season 2025/’26}