Daily EV news · US · 9 November 2026
EV Charging
EVgo reaches 5,530 DC fast charging stalls in Q3 2026, up 20% year on year
EVgo closed Q3 2026 with 5,530 DC fast charging stalls in operation across more than 1,230 locations in 47 states, a 20% rise year on year. Charging revenue rose 29% to nearly $72 million, while total revenue held steady at $91.4 million and net loss widened to $49.2 million. The company also reported record throughput on its public network and customer growth to over 1.9 million, according to EV Charging News Blog (EVChargingStations.com).
Why it matters
Steady 20% stall growth alongside a 29% rise in charging revenue suggests utilisation is keeping pace with rollout, a useful benchmark for CPOs and funders assessing DC fast charging returns. The widening net loss is a reminder that expansion spend is still running ahead of profitability.
EVgo opens first Tesla Supercharger site near downtown Chicago and plans hundreds more stalls
EVgo has opened its first site using Tesla Superchargers near downtown Chicago, with 12 stalls using Tesla's V4 hardware rated at up to 500 kW and 1,000 volts. It is the first operational location under EVgo's participation in Tesla's Supercharger for Business programme, announced in August, and sits on property owned by Regency Centers. The companies plan further sites at grocery-anchored shopping centres, as EVgo looks to bring hundreds of Tesla stalls into its national network.
Why it matters
A major US CPO is now deploying Tesla hardware under a business programme, which signals a new supply and delivery route alongside conventional charger procurement. Host partnerships with retail landlords such as Regency Centers also show where site pipelines are likely to grow, and NACS adoption is raising the bar for competing networks.
Electric Vehicles
Toyota now sells three electric SUVs in the US as its EV sales nearly triple
Toyota offers the 2027 bZ (formerly the bZ4X), the C HR and the bZ Woodland as fully electric SUVs in the US, according to a comparison piece. The bZ was the fourth biggest selling EV in the first nine months of 2026, behind the Hyundai IONIQ 5, Tesla Model 3 and Tesla Model Y, and Cox Automotive ranked Toyota third among EV brands behind Tesla and Rivian in the third quarter. The 2027 bZ starts at $34,980 plus a $1,595 delivery fee, with up to 236 miles of EPA estimated range, rising to up to 314 miles on the FWD Plus from $37,980 before delivery.
Why it matters
A mainstream brand with nearly tripled EV sales and three models on sale points to a growing base of drivers new to electric vehicles. CPOs and site funders should expect more of this demand at public charging, with the longer range variants shaping typical session patterns.
Ford builds first Fathom electric pickups on its Louisville production line for validation testing
Ford COO Kumar Galhotra said on the company's recent quarterly earnings call that 90% of validation testing is complete and that the first production line vehicles have been built at the Louisville assembly plant. These are validation vehicles rather than customer-ready production units, with deliveries of the affordable electric pickup scheduled for late 2027. The Fathom will be built using an assembly tree method, in which front, middle and rear sections are put together simultaneously and joined near the end, on Ford's Universal Electric Vehicle Platform.
Why it matters
A credible launch timetable for a mass-market affordable electric pickup gives CPOs and site developers a clearer view of when a new wave of US drivers may need charging access. Planners weighing fleet and depot demand for pickups can use the late 2027 delivery window as a reference point.
Ford reports its EV batteries keep more than 90% health on average after 100,000 miles
Ford says data from over 36,000 vehicles that have covered two billion miles across the US and Canada shows its EV battery packs, including the Mustang Mach-E, F-150 Lightning and E-Transit, retain more than 90% health on average at 100,000 miles. The Mach-E has averaged 92% over five years, and 95% of vehicles fall between 87% and 97% health. Among 2021 model-year owners, more than 2,000 have passed 100,000 miles at better than 91% average health, and over 30 have passed 200,000 miles at an average of 88%.
Why it matters
Evidence of slow battery degradation supports longer vehicle lifecycles and steadier long-term charging demand, which helps utilisation forecasts and site business cases. It also points to fleet operators, including those running E-Transit vans, facing lower residual-value risk when planning depot charging.
Musk says Tesla lacks the people to run Cybertruck and Cybercab programmes together, plans to wind down Cybertruck at Giga Texas
Elon Musk said Tesla would wind down Cybertruck production at Giga Texas around the middle of next year to make room for increased Cybercab production. In a reply on X, he said there are "a very limited number of smart, dedicated people" and that maintaining a complex Cybertruck production line, supply chain and engineering allocation would stop those people being used to scale Cybercab. The report says half the executives Musk showcased in 2023 as proof of Tesla's "bench strength" have since left, and that Tesla has gone from five consumer vehicle programmes at the start of 2026 to a single platform, Model 3 and Model Y, by the middle of 2027.
Why it matters
For CPOs and buyers tied to Tesla's vehicle roadmap, a narrower product line and a stated talent bottleneck point to a more concentrated US vehicle mix and possible execution risk on Cybercab timelines. Planning around future Tesla fleet and charging demand should allow for that uncertainty.
LiveWire shows its widest electric motorcycle lineup yet at EICMA in Milan
LiveWire, the Harley-Davidson spin-off, displayed its broadest range to date at EICMA 2026 in Milan, including the lightweight, lower-cost S4 Honcho Street and S4 Honcho Trail, newly acquired DUST electric dirt bikes and STACYC electric balance bikes for young riders. According to the report, the Honcho Trail has recently begun reaching customers in the US, the Street is on its way to dealerships, and European sales are starting around the EICMA launch. The publication notes the range marks a shift away from competing directly with full-size petrol motorcycles.
Why it matters
A wider, cheaper electric two-wheeler range aimed at more riders and more life stages could widen the base of users who need home, destination and public charging. CPOs and site hosts should note the US and European rollouts, though the excerpt gives no charging specifications or volume figures.
Musk says Cybertruck orders exceed production as Tesla plans to end the line in about eight months
Elon Musk posted that the Cybertruck order rate "far exceeds" production, that Tesla will build as many as possible before shutting the line in about 8 months, and that deposits will be returned to many buyers. He denied the truck is unprofitable, citing the opportunity cost of its complexity against incremental Cybercab output. The report notes this follows Friday's announcement of a wind down at Giga Texas around the middle of 2027, and says the line has run at roughly a quarter of installed capacity, with Tesla discounting, re-trimming and repricing the truck throughout 2026.
Why it matters
Cybertruck will remain a small and now finite part of the vehicle parc that charging networks plan around. Tesla's stated priority of freeing capacity for Cybercab is the more useful signal for anyone sizing future charging demand, particularly for depot and fleet style use, though the report gives no volumes to quantify it.
German haulier DEFRU Logistik switches thirty prime movers to Mercedes-Benz eActros 600 and runs 1,000 km daily
DEFRU Logistik GmbH, led by managing partner Hendrik Müller, has moved thirty heavy duty prime movers to the Mercedes-Benz eActros 600 over the past year, with the trucks covering about 1,000 km (roughly 620 miles) of German highway each day, seven days a week. The eActros 600 has a 621 kWh battery, a stated range of 500 km per charge and efficiency of 1.61 kWh per mile at an average combined weight of 36 metric tons. The deployment was announced on LinkedIn by Benjamin Budick of Mercedes-Benz Trucks Dortmund and Haan, and reported in an article on electric semi trucks.
Why it matters
Daily distances of 1,000 km against a 500 km range mean these trucks depend on charging en route or during loading and unloading, which points to demand for reliable depot and destination charging plus public heavy duty sites. Procurement teams can use the 1.61 kWh per mile figure at 36 tonnes as a planning input for energy supply and charger sizing.
Envoy and LACI Collaborate on Electric Car Sharing Across New Jersey in $8.5 Million Initiative Funded by NJDEP
Envoy and LACI are working together to bring electric car sharing across New Jersey, through an initiative worth $8.5 million and funded by the New Jersey Department of Environmental Protection (NJDEP). Residents would be able to use shared electric vehicles by the hour or day, without the ongoing financial commitments of vehicle ownership. The item was published by COCH Stock News, and the excerpt gives no site counts, vehicle numbers or timelines.
Why it matters
State funded shared EV fleets can create steady, predictable charging demand, so CPOs and installers may find opportunities if the programme specifies charging provision. Procurement teams should watch for further detail on locations, vehicle numbers and who will supply and operate the chargers.
Graphite One outlines path to production for Ohio manufacturing plant following air permit
Graphite One has set out how its Ohio manufacturing plant could move towards production after receiving an air permit, according to a GPHOF Stock News report. The company says Phase 1 offers a potential route to customer revenue before production begins at its Graphite Creek mine. The excerpt gives no capacity, cost or timing figures.
Why it matters
An air permit is a concrete step towards a US processing site, and early Phase 1 output could give buyers a chance to qualify supply ahead of the mine. Procurement teams should watch for offtake terms and timelines, as none are disclosed yet.
BYD sells 305,743 EVs in October 2026, more than the US managed in the whole third quarter
BYD reported 490,168 new cars sold globally in October 2026, up 11% year on year, with EVs accounting for 305,743 units, a 37% rise and the first time its EV sales have passed 300,000 in a month. Reports put US EV sales at just over 262,500 for the entire third quarter. BYD exported 170,194 vehicles in October, with the United Kingdom, Brazil, Mexico and Australia among its largest markets outside China, and it has sold 1,953,700 EVs so far in 2026, up 6% on 2025.
Why it matters
BYD's growth outside China, including in the UK, Brazil, Mexico and Australia, points to a growing base of its vehicles needing public and fleet charging in those markets. Buyers and CPOs there may want to plan for this demand when specifying hardware and site capacity.
BMW adds Samsung SDI in Europe and LG Energy Solution in the US as Gen6 battery cell suppliers
BMW is widening its global battery supply network by naming Samsung SDI for Europe and LG Energy Solution for the United States as suppliers of cells for its sixth-generation (Gen6) high-voltage batteries. Supply will come from the manufacturers' existing regional production facilities from the late 2020s, in line with BMW's "local for local" sourcing approach. In Europe, BMW will source cells from CATL, EVE Energy and Samsung SDI, with the aim of reducing dependence on any single supplier.
Why it matters
A multi-supplier, regionally sourced battery base for BMW's next vehicle generation points to steadier EV volumes in Europe and the US from the late 2020s, which supports long-term charging demand planning. Cell choice also influences charging performance, so CPOs and procurement teams may want to track how Gen6 vehicles shape future power level requirements.
Grid & Energy
PJM expects record winter power demand as reserve margins tighten across Maryland, Virginia and 11 other states
PJM, the grid operator serving Maryland, Virginia, 11 other states and Washington, D.C., projects a winter peak demand of roughly 147,500 megawatts against an operating supply of 182,426 megawatts, according to PJM's Inside Lines as reported by The Cool Down. That would beat the winter record of 143,700 megawatts set on 22 January 2025, and PJM has also studied a tougher scenario with demand of 152,200 megawatts and less generation available. The BGE, Pepco and Dominion zones face limits on deliveries from elsewhere on the grid, and PJM still expects supply to cover demand under anticipated conditions.
Why it matters
Charging projects in the BGE, Pepco and Dominion zones sit in areas where transmission constraints and tight winter margins could affect grid capacity, connection timing and demand management expectations. Procurement and CPO teams may want to factor in resilience, load flexibility and on-site storage when planning sites in the region.
Solar owner plans to reuse six old Nissan Leaf battery packs as storage for a 46 kW array
An owner of a 46 kW solar array, which uses three Solis inverters rated at 11.4 kW each and includes tower mounted panels, shared the setup on Reddit's r/SolarDIY community, as reported by The Cool Down. The owner says there is no battery yet, but they plan to use six old Nissan Leaf packs, probably holding about half their original capacity, in a shed at least 10 feet from the house. Seven panels were added to the front of the tower after the photos were taken.
Why it matters
It shows continuing interest in giving used EV packs a second life as stationary storage, a theme relevant to CPOs weighing buffer batteries at charging sites. This is a single unbuilt home project with unconfirmed pack capacity, so it is a signal of interest rather than evidence of performance or cost.
Fervo reports $11.9 billion of contracted revenue, up from $7.2 billion the previous quarter
In its third-quarter earnings report released Monday, geothermal company Fervo said contracted revenue has reached $11.9 billion, up from $7.2 billion last quarter. It is on track to complete a 396 megawatt plant for Google, now called Cape Google 400, by the end of 2028, after connecting its first 100 megawatt plant to the grid earlier this year. Both projects sit at Cape Station in Utah, which Fervo now says could generate 8.4 gigawatts, against earlier expert estimates of about 4 gigawatts.
Why it matters
Hyperscaler demand for firm power is pulling large contracts towards geothermal, and the grid connected structure lets Google resell power it is not yet ready to use. For CPOs and developers, it signals growing competition for grid capacity and power supply tied to AI data centres, alongside a phased build model that can deliver power ahead of load.
Homeowner cuts boiler meter grid use from 2,100 to 800 kWh a year with solar, asks about going battery free
A homeowner posting in Reddit's r/Victron said annual grid electricity use on the meter serving their water boiler fell from 2,100 kWh to 800 kWh after installing seven Leapton 460 watt panels, 3,220 watts in total. The setup also includes an Eco-solar boost 3000 MPPT inverter, protection equipment and a three position switch to select grid or solar supply for the boiler. The account, reported by The Cool Down, notes the owner then asked about running fully off-grid without batteries, and one commenter warned that PV output is too variable for most electronics.
Why it matters
The example shows how direct solar use for a single flexible load can cut grid draw sharply without storage, but it also highlights the limits of battery free operation for sensitive electronics. For CPOs and procurement teams, it is a reminder that variable PV output needs buffering or grid support when supplying loads that need stable power, such as charging equipment.
Hyundai Ioniq 5 and Anker Solix S5000 backup battery power a US home during a simulated outage
A US homeowner posted on Reddit's r/AnkerSOLIXCommunity that they connected an Anker Solix S5000 to their home's electrical panel, with a Hyundai Ioniq 5 acting as an additional power source through a vehicle-to-load adapter. The install took about two hours and used a panel interlock and a generator inlet on a 30-amp breaker, with the S5000 reporting roughly 1,700 watts of charging input while supplying the house at 240 volts. The account was reported by The Cool Down and is a single user's experience rather than a tested result.
Why it matters
It shows growing consumer interest in using EVs as home backup power, a use case that could shape expectations for bidirectional capable chargers and vehicle-to-load features in residential and fleet procurement. The anecdote is unverified and small in scale, so treat it as a demand signal rather than evidence of performance.
Policy & Market
Southeast Los Angeles Ride & Drive event offers free EV test drives and help applying for up to $16,000 in incentives
Empower Gateway will hold a "Ride & Drive" event on 14 November at the Hub Cities Consortium parking lot, 4354 Tweedy Boulevard, South Gate, according to L.A. TACO as reported by The Cool Down. Residents can take 10 minute test drives in EVs brought by participating dealers, and specialists will help them apply for incentives worth up to $16,000, including up to $4,000 from Southern California Edison and up to $12,000 from California's Clean Cars 4 All with an eligible trade-in. Eligibility depends on income limits and other programme requirements.
Why it matters
Outreach that combines test drives with hands-on incentive applications can move lower-income households towards EV ownership, which builds future demand for public and neighbourhood charging in Gateway Cities. CPOs and site hosts targeting Southeast Los Angeles may want to track how events like this shape local charging needs.