Good day, fellow Fall Charge Planner 🍂⚡

The leaves are quickly turning from scenery to yardwork here in New England, and with the clocks back an hour, it feels like cold-weather road trips are the final box to check before the winter months arrive. As the weather cools, EV charging can slow, but infrastructure news appears to be heating up.

EV policy is a focus in both the US and Canada, and several networks are setting up for a big fourth quarter. Walmart is up to seven activations already in the first week of November, which is the kind of pace that would push the retailer close to a record-setting month. Meanwhile, IONNA is also on a tear as the network builds up to opening its first Beacon flagship location in California. And EVgo is on the radar with the network’s first Supercharger for Business location now online in Illinois.

Diving into all those stories and more, here's where EV infrastructure made progress across the US & Canada this week ⤵️

News - Canada’s federal budget, announced this week, allocates more than CAD $634 million for EV charging infrastructure.

Numbers - Of the total for EV infrastructure, almost 93% (CAD $587 million) is set aside to renew the ZEVIP, the country’s Zero-Emission Vehicle Infrastructure Program. The initiative provides 50% of public charging project expenses, up to a maximum of CAD $2 million, or 75% for projects managed by Indigenous peoples. This is expected to translate into more than 55,000 new chargers.

Nuance - Of possibly greater importance even than charging, the budget also allocates almost CAD $4 billion for widespread grid improvements, such as potential grid interties and renewable energy projects. The Clean Electricity tax credit, which, along with a similar Clean Tech credit, is extended until 2040 and is now broadened to cover high-voltage transmission.

Next Up - The window of five years for ZEVIP investment provides project stability at a time when uncertainty has plagued public EV charging programs across the US and Canada. Most chargers are expected to end up in Ontario, which speaks to the excellent work already completed by BC Hydro in British Columbia and Circuit électrique in Québec, where coverage is widespread.

📊 Sunday Stat: 60% of US fast-charging ports at 400kW or higher didn’t exist a year ago. Such is the undeniable impact of networks like IONNA, MB-HPC, and Walmart EV Charging this year.

In late 2025, with only IONNA and Mercedes-Benz HPC really ramping site openings, just 3.5% of DCFC ports in the United States could deliver 400kW. WEVC joined that group with force this year, deploying Alpitronic HYC400s or ABB A400s at every site. And Tesla’s full V4 Superchargers finally arrived en masse this year, bringing some new Supercharger sites up to 500kW and laying a new baseline for the future.

The number of sites capable of 400kW or higher has more than doubled since then, and even higher power hardware is on the horizon. The question is: will it arrive quickly enough? Answer the poll below to let us know what you think the baseline for DCFC power should be heading into 2027.

Have your say via the newsletter version of the poll below ⬇️

News - In a stealthy rollout that didn’t hit our radar until the day before it was officially announced, EVgo unveiled its first Supercharger for Business location at a mixed-use retail property owned by long-term partner Regency.

Numbers - The owned-and-operated EVgo network now consists of 4,037 stalls at 893 sites, across 35 states and the District of Columbia. Adding in Pilot-Flying J locations, which operate under the EVgo eXtend program, the network covers all but three states (AK, HI, and MT) with 1,200+ DCFC sites.

Nuance - Pricing at this location presents interesting questions: is this an introductory rate to drive early awareness and utilization, or does EVgo’s embrace of Superchargers upend the pricing model it has operated for years? TOU rates from $0.25-0.35/kWh at the EVgo Supercharger are half that of non-member rates at a regular EVgo site just 2 miles to the north, with the Supercharger site ditching the network’s membership plans completely at launch.

Next Up - Although this debut site uses older V3 power cabinets at 325kW, EVgo’s plans for hundreds more Supercharger stalls include the new V4 cabinets, which boost power to 500kW and better serve EV models with an 800V architecture. In terms of its partnership with Regency, the network plans another 400+ fast-charging stalls with the property group.

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News - L2 additions bounced back from last week’s dip, though still below the pace of the first half of October. ChargePoint’s share jumped well above last week’s, while ViaLynk and Red E both pulled back sharply, as FLO and Circuit électrique picked up the pace. As a result, Canada’s contribution to L2 port additions grew substantially this week.

Numbers - 482 L2 charging ports were added to the Alternative Fuels Data Center this week, covering 26 states and 5 Canadian provinces.

Notable New L2 + AFDC Additions:

🟠 ChargePoint supplied most of the week’s ports, led by volume: 82 at two garages on East Middlefield Road in Mountain View, CA, 36 at a “County Bascom” site in San Jose, CA, and 35 in Nashville, TN. More publicly accessible additions include 4 ports in municipal lots in Lake Placid, NY, a port at Frisco Town Hall in CO, and 8 in Ewa Beach, HI. North of the border, ChargePoint reached Alberta, Manitoba, and Saskatchewan, and added 8 ports at a downtown Toronto garage and 8 across four City of Vaughan, ON, facilities.

🔴 Tesla Charging’s Wall Connector for Business program added 60 US sites with 371 Wall Connectors across 27 states, with no Canadian locations noted. Hotels were a key category, with 12 properties adding 53 connectors across 8 states. The biggest is the Hollywood Aurora Casino and Hotel in Aurora, IL (20), followed by 6 at a Springhill Suites in Webster, TX. Hilton’s Spark brand appeared in San Jose, CA, and Mechanicsburg, PA, and the Franconia Inn & Outdoor Center in Franconia, NH, added 2 for White Mountains travelers. The largest sites arrived at MFD properties, like Vinton Ave in Culver City, CA (42).

🔵 FLO added 19 ports at 6 sites, with the standout a 2-port installation at the Museum of Glass in Tacoma, WA. The largest are 4-port sites at the Winchester District Memorial Hospital in rural North Dundas, ON, a health complex in Laval, QC, and Concord Academy in Concord, MA.

🅿️ ViaLynk added 10 ports at 2 sites, a sharp slowdown from last week: 6 at Adelphi University in Garden City, NY, and 4 at the Apple Mountain Golf & Country Club in Belvidere, NJ.

⚫ Blink added 6 ports at 3 sites, including 2 at the Town of Tamworth’s Main Street location in New Hampshire’s Carroll County, and 2 each at an office in Harrisburg, PA, and a building on 17th Street in Denver, CO.

⚜️ Circuit électrique added 17 ports at 7 Québec sites, mostly in the Montréal area. Elsewhere, a single port at the Domaine Forget de Charlevoix in Saint-Irénée stands out, electrifying an arts and music campus with on-site lodging in the Charlevoix region.

⚡ EV Connect added 4 ports at a single building on Woburn Street in Bellingham, WA.

⭕ Red E added 10 ports at 2 sites, led by 8 in New Castle, DE, with 2 more at an elementary school in Rehoboth, MA.

🍁 ChargeLab added 6 ports, including a pair at the Red Roof Inn in Tucson, AZ, and 4 at a site in Tumwater, WA.

🏁 Rounding out this week’s L2 activity: EVgateway added 20 ports at 2 sites, including 8 at Calaveras Big Trees State Park in Arnold, CA, and 12 at a site in Orange, CA, listed as “Home Property Records”; EVSTART added 3 ports in Hamilton and Ottawa, ON; and Noodoe added 2 in Chicago, IL.

News - Fast charger activations pulled back after two straight weeks of gains, though the AFDC totals lacked the boost that a resurgent Walmart EV Charging actually showed on the ground. Tesla again supplied the biggest share, ViaLynk bounced back from a slight lull last week, and IONNA kept its weekly streak going, albeit at a slightly slower pace. Canadian DCFC deployment slowed for a second straight week.

Numbers - 269 DC charging ports at 38 charging locations were added to the AFDC, covering 15 states and 2 Canadian provinces.

Check out DCFCtracker.com to see a map of the latest AFDC additions in the US, which you can also filter by the past week, month, or quarter.

Notable New Locations + AFDC Additions:

🛒 Walmart EV Charging went another week with no AFDC additions, but plenty of new sites activated on the ground. The latest WEVC locations opened in 5 states (FL/IN/OK/TX/UT). 3 in Oklahoma and two in Texas continue the densification in those states, while sites in Carmel, IN, Largo, FL, and Ogden, UT, round out an impressive start to November for the retail giant.

🟠 IONNA energized 38 ports at 4 sites, extending its streak of consecutive activations to 18 weeks. The Rechargery Relay in Houston, TX, is the largest at 14 stalls, followed by 12 stalls at a Wawa in West Palm Beach, FL, and 8 at a Wawa in Upper Marlboro, MD.

🟢 Electrify America energized 16 ports at 2 sites, with 10 stalls at a King Soopers in Denver, CO, and 6 at a Costco in Chandler, AZ.

🍁 Canada added just two sites this week: an 8-stall Tesla Supercharger at a Pharmasave in Keremeos, BC, and a single ChargePoint port in St. John's, NL, at a Mercedes-Benz dealership at the eastern edge of the country.

🔴 Tesla Charging added 104 ports at 8 of its own locations across 4 states and British Columbia. Four 16-stall sites are among the batch, including a highly anticipated 500kW site for South Padre Island, TX. These are followed by 12-stall sites in Castaic, CA, and Lorton, VA. A Target in Mission, TX, adds 8 more, and the aforementioned BC site rounds out a busy week for Superchargers.

⚪ On the Supercharger for Business side of Tesla Charging, the big one this week is undoubtedly EVgo’s first Supercharger, which opened in the McKinley Park area of Chicago, IL. No other SfB sites lit up this week, although there are plenty in the construction pipeline as the program looks to pass 100 active US sites before the end of the year.

⚡ ViaLynk energized 54 ports at 5 sites, anchored by a 20-stall site in Merced, CA. Two Illinois locations added 28 more between them, with 16 stalls in Woodridge and 12 in Roselle. Rounding out a big week for the network are 4 ports in Hopewell Junction, NY, and 2 at a Piggly Wiggly in Apalachicola, FL.

🪙 Francis Energy added 4 ports at a Sheetz in Westminster, MD, bringing its NEVI site count in Maryland to three, with more to come.

⭕ Red E now has more than 600 fast-charging locations, and the network added two more this week. 4 ports at a Casey’s in Marion, IL, and 2 at a Valero FasMart in Mechanicsville, VA, bring Red E to 2,250+ DC ports in total.

🟠 ChargePoint added 25 ports at 11 locations, including the St. John's, NL, site mentioned above. The biggest US additions are 5 stalls in Apple Valley, CA, and 4 in Fort Collins, CO.

🏁 Rounding out fast-charging additions this week: Blink added 2 ports in Merrionette Park, IL; EV Connect added 2 ports at Ithaca Ford in Ithaca, NY; and OpConnect registered 2 ports in San Diego, CA, at a site listed as a test yard.

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

🚧 On the upgrade side, the following Electrify America locations are currently offline to replace aging hardware: Bloomingdale, IL | Portland, OR | Hermiston, OR | Fredericksburg, VA. Woodburn, OR, will also be unavailable from 11/9/26 while the site is upgraded, but Lake Zurich, IL, is now back online with new hardware.

⭕ IONNA upgraded just a single site to a Rechargery @ Circle K location this week, which is a notable slowdown compared to previous weeks. The 4-stall site in Rochester, MN, brings the total upgrade count to 60 locations.

↔️ NACS-J3400 conversions at existing sites (via DCFCtracker, courtesy of AlejandroEV66) total 8 sites this week, all of which retain some CCS connectors. EVgo did the most, adding 5 NACS connectors across 4 sites: Centerpoint Mall (2) in Oxnard, CA, and 1 each in Lewis Center, OH, Fresno, CA, and Allentown, PA. Shell Recharge also added new NACS handles at 3 sites. Most significantly, Shell’s San Francisco Hub is now half NACS (6 NACS + 6 CCS). Elsewhere, South Yarmouth, MA got its first 2 NACS connectors, and Cranston, RI switched to 4 NACS + 4 CCS. Rivian completed conversion activity this week, with half of its Macon, GA site now NACS-J3400.

🗽 In partnership with the New York Power Authority, EA also re-energized a 4-stall EVolve NY site in Watertown, NY, bringing next-generation hardware to the location.

🔧 Tesla is expanding the V3 Supercharger in Holbrook, AZ, to include V4 posts. We’ll keep watching the site to confirm what mix of stalls and power levels this location ends up with.

📝 In Tesla permitting, MarcoRP shared new Supercharger filings for Traver, CA, Orange Park, FL, and Honolulu, HI. New Supercharger for Business sites are planned for Mobile, AL, and Visalia, CA.

🔶 Rivian permitting spotted by RANtracker identifies a new Adventure Network site coming to Cypress, TX.

🛒 A new permit drop for Walmart EV Charging, with 43 sites identified across the country. WEVC favorites Florida, Arizona, and Texas are all the main beneficiaries, along with a healthy batch for New Mexico around the Albuquerque metro area. Check out the nationwide spread in the image below via The Arkansas eTraveler, or browse Wattmart for the latest sites in your area.

🚧 Construction is underway at the following Supercharger sites, according to supercharge.info: Fort Collins, CO, and Lawrence, MA (an existing site that appears to be an expansion).

🪙 On the NEVI side, the Northeast continues to plow on with federally funded sites, as construction advances in Rochester, NY, Coatesville, PA, and Lexington Park, MD. The Love’s Travel Stop location in Upper Sandusky, OH, is also quite far along, with a canopy and dispensers in place, which could see Ohio back on the NEVI map after more than a year on hiatus.

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 - ZEV fleet solutions provider Forum Mobility cut the ribbon on its first Megachargers this week, bringing Tesla Semi charging to its flagship FM Harbor depot charging facility in California’s Port of Long Beach.

Numbers - The two Megachargers join a depot that has been charging electric trucks for almost two years now, via 44 existing CCS ports and an overall capacity of 9 MW. Forum says the new posts will replenish up to 60% of a Semi’s range in half an hour, at a cost per mile up to 40% below diesel, as Tesla promoted earlier this year.

Nuance - CCS at 360kW suits many of today’s battery-electric trucks, including the kind of port drayage vehicles the depot was built to serve initially. Their packs and duty cycles are sized around shorter hauls, then charging between shifts. With Tesla Semi built for haulage over longer distances, Megacharger power is required to achieve recharge times that the existing chargers can’t deliver. Forum’s approach retains the CCS1 base to handle current customer requirements, while adding a small MCS capability at Harbor, then going MCS-first at FM Santa Fe, where 14 pull-through lanes are slated to come online in early 2027.

Next Up - The two Megachargers are the first of 30MW of MCS capacity that Forum plans to bring online in the months ahead, covering four electric fleet depots under construction, including FM Santa Fe. On the demand side, the company has secured a client base of 25 carriers with contracted capacity, and reservations for 300+ Tesla Semis.

Here’s a selection of news items we couldn’t squeeze into other sections, and interesting deeper reads we think you’ll want to know about:

Blink reports Q3 2026 results and financials, with first positive adjusted EBITDA

EVCS 2027 confirms more speakers and announces agenda for event

BMW adds multi-faceted charging credit to 2027 model year offers

City of Aspen adds 14 new destination charging ports in Colorado

Albuquerque unveils new curbside DC fast chargers from ChargePoint

bp pulse joins ChargeHub’s Passport roaming program

Colorado’s latest DCFC Plazas Program funding round closes this week

RANH grant program for L2 chargers open in New Hampshire (ends 11/15/26)

CALeVIP has Window 2 for Fast Charge California Project still running

Wyoming’s first NEVI RFP is open now through 11/18/26

Arizona is still accepting applications for phase 3 (state roads) NEVI funds

Pennsylvania Corridor Connections NOFO windows are open across the state - Next regional deadline: 11/20/26 (Western)

Tennessee is running a TDEC rebate program for MFD level 2 charging projects

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

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

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: Panera Hazelnut Coffee |} 📖 ^{Reading: Dune by Frank Herbert}

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