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Hardware + Network + Host = Charging Site. That’s the equation we’re used to when it comes to assessing DC fast-charging locations. 2026 is proving to be the year that we really blur the lines on those entities: Hardware + Network Operator + Owner + Host = Charging Site, anyone?

The shift from a loosely defined commercial partnership arm to the clearer language of “Powered by Electrify America” brought the distinction between owner and operator into focus this week. Tesla Supercharger for Business has been doing so since the turn of the year, with Francis Energy and EVgo’s deployment on Tesla’s network adding another layer to the operator category.

Beyond the EV enthusiast community, most drivers don’t care about these distinctions. Their benefit comes from competition, as large companies take ownership of the charging experience and try to do a better job than the network/operator/owner down the road.

Here’s to achieving that level of market maturity, and shifting into our weekly summary of North American EVI developments over the past 7 days ⤵️

📊 Sunday Stat: 9% of Electrify America fast-charging sites are owned by the company that hosts them or the utility that powers them. That’s the relatively early stage from which retailers like Wawa and Costco are building toward owning the charging experience, rather than renting space in their lots to the network operator.

Up to now, utilities have been the more notable client for EA’s commercial arm. EVolve NY, set up by the New York Power Authority, runs 5% of EA sites, while Rocky Mountain Power is responsible for 2% of EA sites. Watch how that balance shifts as fueling retailers including Phillips 66, Sheetz, and Wawa start to embrace the same ownership model.

News - Although a large chunk of the Wawa DCFC footprint is owned and operated by CPO, the popular c-store chain has branched out into charger ownership this year. First with Tesla Supercharger for Business, as we reported in February, and now sharing a similar arrangement with Electrify America.

Numbers - 8 new sites are referenced as “Wawa, Powered by Electrify America” locations, but the wider picture of DCFC locations hosted by Wawa (including these) totals more than 280 sites. That footprint includes almost 2,700 charging spaces, more than 85% of which are Tesla Superchargers. Wawa-owned deployments account for ~4% of the sites.

Nuance - A muted pivot and Pennsylvania NEVI boost here, as Electrify America quietly rebrands the utilitarian naming of its Electrify Commercial arm to “Powered by Electrify America”. This phrasing has appeared at Sheetz-owned locations operated by EA in Pennsylvania before, but this is the first time we’re seeing it fully capitalized and looking like a marketing line. Meanwhile, you wouldn’t know that all 8 of these locations mentioned were awarded more than $6M of PA’s federal funds, unless you were obsessively tracking NEVI deployments. Credit where credit is due, especially given the inaccurate reporting and ill-informed takes that have hounded the program.

Next Up - Of the sites shared, three are already active in Pennsylvania (Bristol, Quakertown, and Upper Darby), leaving five more to energize this year. As to how many more sites we can expect, Wawa’s SVP and Chief Fuel and Development Officer, Rich Makin, specifically notes in the release that this is a “move to testing Wawa-branded chargers.” Expect a period of trial and analysis before we see any widespread shift to brand ownership.

News - A normal week for AC additions is dominated by ChargePoint, as usual, including a systematic rollout across a dozen Central Arkansas public library branches. Very little from hospitality locations this week, but a coffee roaster in Pennsylvania catches our eye, and Circuit électrique adds more streetside L2 in Quebec.

Numbers - 463 L2 charging ports added to the Alternative Fuels Data Center this week, covering 27 states and 3 Canadian provinces.

Notable New L2 + AFDC Additions:

🟠 ChargePoint added 278 ports across the United States and Canada (60% of the week's total), headlined by a dozen Central Arkansas Library System branches picking up matching 1–2 port installs from Little Rock to Perryville and Jacksonville. The largest site this week is a 16-port install at a workplace in San Diego, CA, just ahead of 15 ports at an expanded site in Hainesport, NJ.

◾ Blink Charging added 49 ports at 9 US locations across 7 states, led by 10 ports at a restricted LG Energy facility in Lansing, MI, and 10 more at AHN's Health + Wellness Pavilion in Pine Township, PA.

🗽 ViaLynk added 34 L2 ports at 6 sites, all but one in its home state of New York. The larger ones include 12 ports at Nassau Community College in Garden City, NY, and 10 at the Nanotech Complex educational campus in Albany, NY.

🔷 FLO added 10 ports across 4 sites in Canada (BC, ON) and the U.S. (NJ, WA), including 4 at Lacas Coffee Company in Pennsauken Township, NJ (pictured above because we strongly support coffee & kilowatts ☕⚡).

🔷 Circuit électrique added 14 ports at 6 locations, all in Montréal, QC, continuing the utility-led network’s dense buildout of the city's residential charging options at locations like this one.

⭕ Red E energized 12 AC ports at 2 locations, with 10 of them at a new building in Monticello, NY. The other brings destination charging to the congregation at Faith Community Chapel in Ludlow, MA.

🏢 Multifamily and commercial properties had an outsized week too: ABM added 27 ports at a single apartment complex in Vancouver, WA (also this week's largest site overall), while EV Connect added 14 more at the Willows at Saddlebrook in New Jersey.

News - A light week for fast-charging deployments across the US and Canada this week, with only Tesla and IONNA representing the top 10 operators with significant port counts. ViaLynk also continues its strong activity in August, following last week’s opening of the San Marcos charging hub with 30 ports across 13 sites. Most are at dealerships, but still bring the network a step closer to 100 locations.

Numbers - 188 DC charging ports at 45 charging locations were added to the AFDC, covering 20 states and 3 Canadian provinces.

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

Notable New Locations + AFDC Additions:

🗽 ViaLynk stepped beyond its familiar L2 lane this week, installing 2-stall DC fast chargers at 9 Nissan dealerships spread across as many states, from Chula Vista, CA, on the West Coast, to Rock Hill, SC, in the East. Most lean into CCS, with a few still integrating CHAdeMO for the older-generation Nissan LEAF. A larger 4-stall setup at Campbell Nissan in Edmonds, WA, is the network’s largest site this week.

🔴 Tesla Charging energized 68 stalls at 6 of its own locations across 5 states, plus its first Canadian site in a month or two. The headline pair: a 16-stall Supercharger tucked away in the parking garage at Interlock Tower in Atlanta, GA, and a matching 16-stall site at Centre Carnaval in Drummondville, QC. Also worth a mention given this week’s headline news: 12 stalls at a Wawa in Dumfries, VA, owned by Tesla, rather than the convenience retailer.

⚡ IONNA kept the Circle K conveyor belt running, energizing 5 more Rechargery upgrades. 4 sites spread across Illinois and the Carolinas add 4 stalls each, while Troy, IL gets 6. That’s 22 more IONNA ports and more than one-quarter of the existing CK Charge sites now transitioned to 400kW DCFC.

⚪ On the Supercharger for Business side, Francis Energy added a 4-stall site at Hutch's in Elk City, OK, its latest independent build in the Sooner State. Another 4 SfB stalls come to a tasty site host in Oklahoma, courtesy of the JINYA Ramen Bar in OKC.

🛒 Walmart EV Charging opened another new location on the West Coast, a little north of Seattle at Supercenter #3757 in Arlington, WA.

🟠 ChargePoint expanded its work with Landhope Farms in Pennsylvania, adding 4 stalls in Kennett Square, PA. A more far-flung site in Newfoundland, where 4 ports split across two dispensers in Whitbourne, NL, brings us a province that rarely makes an appearance in these pages. Naturally, a hydro-backed site along the Trans-Canada Highway is a welcome addition.

🟢 Electrify America's lone addition this week is genuinely remote: 4 stalls at a Pacific Power-hosted site in Diamond Lake, OR, a mountain resort community that puts DCFC within reach of EV drivers cutting through the Umpqua National Forest, en route to Crater Lake. Off-peak pricing is a very reasonable $0.30 per kWh, if you’re able to adjust the hours of your visit.

🔶 Rivian added its latest Adventure Network site in West Melbourne, FL, with 6 NACS-only stalls, continuing the all-electric automaker's shift away from adding any CCS1 ports at its latest locations.

🟡 Shell Recharge built on last week’s equipment pivot to Alpitronic, with another 4 HYC400s installed at a fueling station in San Antonio, TX. 8 ports with both NACS and CCS1 handles serve 4 stalls at this location.

⭕ Red E continued deployments in its primary markets, adding 6 stalls at Main Street Pizzeria in Weymouth, MA, and two Michigan sites, with 4 stalls each in Clinton Township and Fenton.

🔷 FLO added a couple of small, useful sites: 2 high-power FLO Ultra stalls at a utility-backed location in Kettle Falls, WA, courtesy of Avista, and another at a familiar name, the GreenP parking/charging program on MacPherson Avenue in Toronto, ON.

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

📝 In Tesla permitting, new Supercharger filings identified by MarcoRPi1 for Miami, FL, Dexter, OR, and a new Robotaxi charging hub in Austin, TX.

⚪ Other activity on the Tesla Supercharger for Business side shows SfB locations coming to Aurora, CO, North Las Vegas, NV, and Redlands, CA (all EVIO), as well as East Wenatchee, WA (EVODS). The latest Francis Energy site upgrades to SfB are also underway in Enid and Oklahoma City.

🟦 In non-Tesla permitting, The EV Infrastructure Report is highlighting the more productive side of IONNA’s link up with Circle K, with permits for brand new charging sites rather than “old ones, washed”, as Grandma Birkett would have called existing locations upgraded to 400kW hardware. Sparkling new Rechargeries @ Circle K are in the works for Goodyear, AZ, and Charlotte, NC.

🛒 For the latest on the Walmart EV Charging (WEVC) coming soon pipeline, we turn as usual to the Arkansas eTraveler/Wattmart: 356 known locations across 35 states, with 230 in the permitting stage and 120 under construction. We’ve focused on the first to come to California in previous editions, but this time we have a full video from Landon to learn more about the location. Check that out below.

🚧 Construction is underway at new 500kW Supercharger sites, with full V4 coming soon to Encinitas, CA, and Elma, WA.

🪙 On the NEVI side, construction is underway at a bevy of sites in multiple states. First, thanks to Dan the EV Man for flagging these coming soon locations: Minonk, IL, Laredo, TX, and McAllen, TX. Further back in the pipeline, Maryland DOT released the locations of 5 more sites that won awards for its Round 3 funding.

🔚 On a less positive note, charging in rural Oklahoma is about to take a step backwards, as Francis Energy removes aging DCFC locations that are presumably poorly utilized and expensive to maintain. Check out this update from OK resident Crazy Postman for which sites are on the chopping block.

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 - Swedish electric fleet operator Einride plans to deploy the largest Tesla Semi fleet in the world, with Amazon a notable customer for all-electric freight moves coming to California, Texas, New Jersey, Illinois, & Georgia.

Numbers - 500 Tesla Semis are planned for the deployment, which would triple the size of Einride’s existing electric truck fleet. The new vehicles will be managed via Einride’s Saga AI platform, which has powered 19M+ electric miles and 42K+ charging sessions over 7 years of commercial operations.

Nuance - As Tesla Semi fleets start to hit the roads, Megachargers need to be available along the routes and freight corridors that they’ll use. Following on from the first full public Megacharger opening in Bloomington, another Californian Tesla truck charging pin was added this week in Vernon, CA. Many more are in the pipeline, and they’ll need to be energized in lockstep with Semi fleet expansion.

Next Up - Deployment of the new Tesla Semis will begin next month and be gradually phased in over two years. Einride forecasts its revenue growth ​rate to more than double YOY by the end of 2026, with the company targeting cash-flow breakeven across a fleet of up to 2,000 electric trucks by 2028.

News - The world is finally catching on to the evolving price competition around US DC fast charging, with focus this week on IONNA and Walmart’s role in reshaping perspectives on rates for DCFC. As if to emphasize the automaker advantage, IONNA also shared that Hyundai and Genesis EV owners will get 20% off through late September, dropping to 10% thereafter.

Numbers - At an average of $0.383 per kWh (before taxes), IONNA’s pricing sits 30% below the US national average of $0.545 per kWh (DCFCtr, August 2026). Walmart adds a little more time-of-use complexity, with averages as low as $0.29 per kWh (off-peak) and up to $0.47 per kWh (peak), with 10% additional discount for Walmart+ members. In the best-case scenario, that makes Walmart’s DCFC rates 52% more affordable than the national average.

Nuance - As we’ve been highlighting in these pages since February, IONNA’s adoption of a permanent price cap (at least for this year), setting its rates at $0.39/kWh maximum, marked a pivotal moment for US DCFC pricing. Until then, most CPOs had been nudging prices up and showed little interest in discounts, with the notable exceptions of Mercedes-Benz High Power Charging (intro rates at $0.40/kWh, tax included) and off-peak rates at other networks. Both IONNA and Walmart could also have more discounts up their sleeves. The former still has five automakers for which it hasn’t announced discounts, while Walmart has an entire retail environment through which it can offer in-store savings or special offers related to charging.

Next Up - With both networks passing 100 sites (and charting a course to thousands over the next few years), sustaining low prices across a nationwide footprint of high-power chargers becomes a tug-of-war between maintaining utilization and keeping down operating costs. Both IONNA (selling EVs) and Walmart (driving in-store sales) have additional motivation for developing their DCFC networks, while standalone CPOs make their money solely on selling electrons. Not all will survive a race to the bottom on price.

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:

Electrify America releases Q2 2026 report to California Air Resources Board

Applegreen Electric notes delivering more than 1 GWh in a week (US/UK/Éire)

Native power company adds L2 chargers on Great Lakes region tribal land

Retailer officially celebrates milestone of 100 Walmart EV Charging sites open

Octopus Energy launches app with payment integration for 20+ networks

ChargePoint adds overhead DCFC for rental EVs at Portland Airport

Virginia DOT shared details on the state’s upcoming phase 2 NEVI funds

Oklahoma’s $30M round 2 NEVI solicitation closes this week (deadline: 8/25/26)

Round 3 applications for Kansas NEVI are also due this week (deadline: 8/28/26)

CalEVIP confirms next two windows for Fast Charge California Project (FCCP)

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

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

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

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: TJ’s Costa Rica blend |} 📖 ^{Reading: I Wanna Be Yours - John Cooper Clarke}

🎵 ^{Spinning: Constantines - Trans Canada | 📺 Watching: Start of the EPL 2026/27 season ⚽}