Daily EV news · US · 12 October 2026
EV Charging
Electrify America operates 6,029 DC fast-charging ports across 1,191 US sites
Electrify America now runs 6,029 DC fast-charging ports at 1,191 locations in the United States, making it the second largest DC charging network after Tesla Supercharger, according to InsideEVs citing the US Department of Energy's Alternative Fuels Data Center. Over the past year, the network's port count grew by 16% and station count by around 10%, with 202 ports added in the second quarter alone, representing 6.7% of all US DC fast-charging ports. ChargePoint, the third largest operator, installed 333 ports in the same quarter and holds 6.1% market share, while Walmart's network added more ports than any other non-Tesla company in the quarter, reaching 916 ports across 110 stations.
Why it matters
The figures confirm Electrify America's dominant position among non-Tesla networks and provide procurement teams with current scale benchmarks for the US fast-charging market. Walmart's aggressive second quarter rollout signals a major retail-led expansion that could reshape site partnership opportunities for CPOs and equipment suppliers.
US charging network hits record expansion despite EV sales halving after tax credit removal
The US electric vehicle charging industry installed nearly 2,000 new charging stations with more than 12,000 ports by early October 2026, matching the pace of 2025's record year (3,885 stations, 19,839 ports), according to Paren Data Organization. This expansion continues despite US EV sales halving year on year and market share dropping from 12% in Q3 2025 to around 6% in 2026 following elimination of federal tax credits and fuel consumption regulations under President Trump.
Why it matters
Charge point operators are building ahead of demand rather than reacting to current sales, signalling confidence in long term EV adoption and creating procurement opportunities even as automakers scale back electrification plans. The divergence between installation rates and vehicle sales suggests infrastructure investors are positioning for future growth cycles independent of short term policy shifts.
Electric Vehicles
Battery electric buses dominate global procurement with 13,165 firm orders against 65 hydrogen buses
A global procurement register covering 388 sourced records across 81 countries shows transit agencies have placed firm orders for 13,165 battery electric buses compared to just 65 hydrogen fuel cell buses. The battery electric orders come from 55 purchasing bodies, while all hydrogen buses were ordered by only two agencies, indicating a clear market preference after years of operational testing and infrastructure investment.
Why it matters
The procurement data reveals that transit agencies with real world operating experience are backing battery electric technology at scale, providing a clear signal for charging infrastructure investors and equipment suppliers about where sustained fleet demand will materialise.