Tesla

Japanese EV charging operator Terra Charge will deploy charging stations compatible with Tesla's NACS standard starting in fiscal 2028, aiming to build a network of 2,500 NACS chargers by fiscal 2033. The rollout targets demand from Tesla vehicle owners in Japan.

Why it matters: A 2,500-unit NACS commitment over nine years signals Japan's charging infrastructure is adapting to Tesla's connector standard, creating procurement opportunities for NACS-compatible hardware suppliers and installation contractors serving the Japanese market.

Summer Fun Inc. will shut down four Tesla Superchargers at 443 Main Street in Gorham, New Hampshire, on 25 October after electricity bills exceeded $32,000 against net revenue of almost $15,900 through mid August. The site, installed in May, charged 69 cents per kilowatt hour but could not cover power costs despite serving tourists travelling between Canada and coastal destinations. The closure comes as New Hampshire seeks to expand public EV charging infrastructure.

Why it matters: The shutdown highlights the commercial risk of high utility rates in rural charging locations, where lower utilisation and unfavourable tariffs can make sites unviable even at premium per kilowatt hour pricing. Operators and funders evaluating North Country or similar low traffic corridors must model demand charge exposure and seasonal revenue gaps before committing capital.

EVgo, which operates more than 1,200 stations and 5,380 ports across the United States, will add hundreds of Tesla-produced and maintained V4 Superchargers to its network starting autumn 2024, with the programme running to 2027. The company plans to triple its footprint to 15,000 to 17,000 ports by 2030, focusing installations in major metropolitan areas with multi-family housing. EVgo currently has 240 NACS stalls and expects 500 by year end, with the first EVgo-branded Supercharger going live in the second half of 2024.

Why it matters: The deal marks a significant procurement commitment to Tesla hardware by a major CPO and signals the industry's shift to NACS as the de facto US standard. For procurement teams, it demonstrates how network operators are leveraging Tesla's manufacturing scale and maintenance capabilities to accelerate deployment timelines.

Convenience retailer Wawa will deploy Wawa-branded DC fast chargers at eight Pennsylvania stores this year, using Electrify America's white-label platform. Five sites will offer both NACS and CCS connectors with speeds up to 400 kW, while three will feature CCS-only chargers at up to 350 kW. The rollout follows Wawa's earlier launch of self-branded Tesla Superchargers and serves as a test of retailer-owned charging across its 14-state footprint.

Why it matters: White-label partnerships like Electrify America's deal with Wawa let non-traditional operators enter the charging market with turnkey infrastructure, expanding site procurement opportunities for CPOs and equipment suppliers. Retailer-owned charging also signals a shift in control over reliability and customer experience, potentially reshaping competitive dynamics for third-party network operators.

EVgo, which operates around 1,200 fast charging stations in 47 states, will roll out Tesla V4 Superchargers at sites in major cities across the United States, with deployments beginning later in 2026. The stations will be EVgo owned and branded but operated and maintained by Tesla, featuring charging speeds up to 500 kW, Magic Dock technology for both CCS and NACS vehicles, and longer cables for non-Tesla EVs. The partnership aims to expand fast charging access and bring more NACS drivers onto the EVgo network.

Why it matters: The deal marks a significant infrastructure model where a major CPO outsources operations to Tesla while retaining ownership, potentially reshaping procurement strategies for networks seeking premium reliability and NACS compatibility. For contractors and suppliers, the rollout signals new site development opportunities under a hybrid ownership structure in high demand urban markets.