Daily EV news · US · 2 October 2026
EV Charging
Oregon has opened zero fast chargers two years into 52 million dollar federal programme
Oregon has yet to commission a single fast charging station under a 52 million dollar federally funded programme launched two years ago, despite 140,000 electric vehicles now registered in the state. The first federally funded fast chargers are expected to open next month, following a Trump administration freeze on Biden era climate funding. The delay has left drivers searching for available chargers, with fast chargers capable of reaching 80% charge in 20 minutes remaining scarce.
Why it matters
The two year lag between funding allocation and infrastructure delivery highlights procurement and permitting bottlenecks that CPOs and contractors face when deploying federally backed charging networks. With 5.3 million EVs now registered nationally, the gap between vehicle adoption and charging rollout creates both operational risk for existing networks and potential catch up opportunities for faster moving suppliers.
EVgo rises 10% and Blink Charging gains 6% as ChargePoint falls 5% in U.S. trading rotation
EVgo stock climbed 10% to $1.39 and Blink Charging advanced 6% to $0.56 in afternoon trading, while ChargePoint declined 5% to $9.66, reversing the pattern from September when ChargePoint outperformed both rivals. The moves occurred as the S&P 500 gained 0.7%, with EVgo and Blink outpacing the broader market. The shift represents a rotation within the small cluster of U.S. listed EV charging stocks.
Why it matters
The divergent performance among the three major U.S. listed charging operators signals shifting investor sentiment within the sector, potentially reflecting differing views on near term execution or contract momentum. For procurement teams tracking public market signals, the rotation away from ChargePoint after its September strength may indicate changing expectations around competitive positioning or financial performance.
EVgo · Blink Charging · ChargePoint · Source
U.S. charging networks pivot to amenity-led sites as IONNA targets 30,000 points by 2030
Competition among U.S. public EV charging operators is shifting from charger count to amenities and user experience, according to a Cleantechnica report from 1 October. Automaker joint venture IONNA, founded in 2023 by seven OEMs and later joined by Toyota, operates around 1,000 charging bays at over 100 stations as of March, with more than 4,700 additional bays contracted and roughly 1,500 under construction or awaiting approval. The network aims to deploy 30,000 ultra-fast charging points by 2030 and has partnered with Circle K to install chargers at more than 350 stores. IONNA's Rechargery hubs, which combine covered fast charging with WiFi, food, beverages and restrooms, ranked first in the DC fast charging category in JD Power's 2026 U.S. Electric Vehicle Public Charging Study with a score of 807.
Why it matters
The shift toward amenity-rich charging sites signals a maturing market where user experience and reliability, not just charger density, drive competitive advantage and procurement decisions. CPOs and site hosts evaluating partnerships or tenders should weigh amenity provision and pre-assembled infrastructure models, as these factors now correlate with higher satisfaction scores and lower failure rates.
Policy & Market
Trump administration cuts US fuel efficiency target to 34.9 mpg by 2031, down from Biden's 50 mpg goal
The Trump administration has revised fuel efficiency standards for new cars and light trucks, reducing the annual improvement rate from 2% to 1% and setting a 2031 target of 34.9 miles per gallon instead of the Biden era 50 mpg goal. The rollback affects standards first implemented by Congress in 1975, which have historically reduced vehicle related emissions and fuel costs. PennEnvironment Research and Policy Center warns the change puts progress on air quality, climate pollution and public health at risk for Pennsylvania and the wider United States.
Why it matters
Lower fuel efficiency standards will slow the transition to cleaner vehicles, potentially reducing demand for EV charging infrastructure as internal combustion engines remain more competitive for longer. Procurement teams and charge point operators may need to revise growth forecasts if fleet electrification timelines extend beyond current projections.