Operations

Track EV charging networks

TinySet compares US fast-charging networks on sites and price. TinyResearch says which is best placed to win.

TinySet

Dataset · 48 rows
Prompt

US fast-charging networks, with number of sites, connector types and price per kWh

NetworkNumber of sitesConnector typesPrice per kWh
Tesla Supercharger2307Tesla (NACS), CCS0.15
Electrify America1080CCS, CHAdeMO, NACS (planned)
EVgo1200CCS, CHAdeMO, NACS0.42
ChargePointCCS1, CHAdeMO
EV Connect730CCS, NACS, CHAdeMO
Francis Energy790
Red E790CCS, NACS0.50
Blink ChargingCCS, NACS, CHAdeMO

TinyResearch

Report
Prompt

Which US fast-charging network is best placed to win, and why?

As of Q3–Q4 2026, the US public DC fast-charging market has crossed 80,000 ports across roughly 14,600 stations — a network four times larger than five years ago [46][8]. Tesla remains the dominant installed-base player with ~49–51% of all DCFC ports, but its share of new deployments has fallen sharply, from above 54% a year ago to 31% of new ports in Q3 2026 [7][8]. The competitive landscape is fragmenting: IONNA — the eight-automaker joint venture — is the most credible challenger for long-run leadership among non-Tesla networks, backed by structural advantages no independent operator can match (OEM capital, guaranteed captive demand, highest hardware specs, and the top customer satisfaction score in the 2026 J.D. Power study) [9][30][31]. Tesla Supercharger retains the clearest near-term advantage through scale, software integration, and rising services revenue, though its share is in structural decline and its parent company faces capital allocation pressures [41][45]. EVgo is the most financially credible of the independent pure-play operators, with 18 consecutive quarters of double-digit revenue growth and a strategically important hardware deal with Tesla [32][33]. ChargePoint and Blink face existential financial pressures. Electrify America is stabilizing but has a ceiling from its Volkswagen settlement origins.