EV Infrastructure Profile · Owner-operator

Electrify America: a settlement-funded network

How Electrify America’s fast-charging network was funded and how it works: network size, site design, Pass+ pricing, the end of the settlement cycle and its NACS pilot.

Drive Economics has no affiliation with, sponsorship from, or endorsement by any charging network, automaker, charger maker, utility or program named here.

6,041public DC fast ports
5.1ports per site
$2Bsettlement commitment
2026final settlement cycle

The short answer

  • Electrify America owns and operates a national DC fast-charging network. Volkswagen created it under its 2016 diesel-emissions settlement, which committed $2 billion over 10 years to zero-emission vehicle infrastructure and programs (Wikipedia).
  • The settlement spending period is ending. The final 30-month investment cycle covers spending through December 31, 2026 (Electrify America Q2 2026 report to CARB). After that, new sites depend on the business, not the settlement commitment.
  • Sites are larger than most non-Tesla networks. AFDC lists 1,222 public sites with 6,041 DC fast ports, an average of 5.1 per site. Electrify America opened its largest site so far, with 24 ports, in Q3 2026 (AFDC, Paren).
  • Drivers can pay as they go or buy Pass+. Pass+ has a monthly fee and saves about 25% on charging, according to Electrify America (Electrify America pricing).
6,041public DC fast ports in AFDC
5.1average ports per site
Dec. 31, 2026end of settlement Cycle 4
~25%Pass+ savings, per the company

Role in the value chain

Electrify America’s role in the charging value chain

Solid = performs this stage. Dashed = shares it with partners. Gray = left to others.

Swipe to see the full chart →

Where Electrify America sits in the charging value chainHARDWAREBuilds the chargerCabinets, dispensers,cables, firmwareOTHERS DOBuys chargers fromequipment makersSITEHosts the siteParking, lease,amenities, accessSHARES THISLeases spaces at retail,grocery and highway sitesCAPITALOwns the chargerPays to build;takes utilization riskDOES THISOwns the network; fundedby VolkswagenNETWORKRuns the networkSoftware, uptime,payments, roamingDOES THISRuns the network, app andsupportPRICESets the driver pricePer kWh or minute,memberships, idle feesDOES THISSets prices and runs Passand Pass+Utility, under every stage: service connection, make-ready support and the tariff, including demand chargesBusiness modelAsset-lightSells chargers and software; site hosts own and priceOwner-operatorOwns chargers, sells charging to driversVertically integratedBuilds the cars, the chargers and the networkElectrify America
Volkswagen Group of America is the majority owner; Siemens bought a minority stake in 2022 (Wikipedia).

Network size and where it is

California has 1,624 of Electrify America’s public DC fast ports in AFDC, followed by New York (410) and Florida (355). In California, the company reports more than 1,400 chargers across 280+ sites and opened 7 new stations in Q2 2026 while upgrading 26 others with new equipment (Electrify America Q2 2026 report to CARB).

Much of the network now in place opened in 2019–2021, the first settlement cycles. Upgrades replace early hardware, which matters for reliability.

Electrify America public DC fast ports by listed open year

Ports in AFDC today, grouped by each station’s listed open date.

Swipe to see the full chart →

05001,0001,5002018117201986820201,147202194920224912023879202427420256142026702Jan.–Oct.
Counts only ports still listed, so replaced equipment may carry a newer date. 2026 runs through October.

Average DC fast ports per site

Larger sites mean less waiting when one charger is busy or down.

Swipe to see the full chart →

02468101214Tesla Supercharger3,294 DC fast sites12.2Electrify America1,192 DC fast sites5.1EVgo1,182 DC fast sites4.5ChargePoint4,421 DC fast sites1.1
Source: AFDC station data, October 25, 2026. ChargePoint figures reflect AFDC listing each charger location separately.

How drivers pay

Prices depend on the charger location, the driver’s plan and the energy delivered, and are shown in the app or at the charger. Pass+ members pay a monthly fee and save about 25%; idle fees can apply after a session ends (Electrify America pricing). Some automakers include complimentary charging plans that are billed at Pass pricing once the benefit runs out.

The national non-Tesla fast-charging average was $0.533 per kWh in Q3 2026, and stations with time-of-use pricing averaged $0.637 at peak and $0.438 off-peak (Paren). A 25% discount at the national average would be about $0.13 per kWh, so Pass+ pays off once the monthly fee is covered by that saving.

Average DC fast-charging prices per kWh

All networks, Q3 2026.

Swipe to see the full chart →

$0.00$0.10$0.20$0.30$0.40$0.50$0.60$0.70Fast-charging average, U.S.all networks, Q3 2026$0.54Non-Tesla networksaverage, Q3 2026$0.53Tesla, non-member priceaverage, Q3 2026$0.57Tesla, member priceTesla owners and members$0.40Time-of-use peakstations with peak pricing$0.64Time-of-use off-peaksame stations, off-peak$0.44
Source: Paren, Q3 2026. Averages exclude free chargers.

Business economics

Electrify America is privately held and does not publish revenue or profit. Its economics come down to the same drivers as other owner-operators: utilization, the price per kWh, uptime and electricity costs, including demand charges at high-power sites.

Its settlement funding covered much of the early build, so the network did not need to earn a return on every site. The test after 2026 is whether new sites and upgrades are funded on business terms (Electrify America Q2 2026 report to CARB).

Connectors and the NACS shift

Electrify America is piloting NACS connectors. Live pilot sites include large California hubs and stations in Connecticut and Florida; four California stations are fully NACS, and more sites in New Jersey and Pennsylvania are scheduled for fall 2026 (Electrify America, electrive). The company says it will keep supporting CCS vehicles. In AFDC, 21% of its sites still list CHAdeMO.

What it means

Drivers

Plans and included charging

Check whether the vehicle came with complimentary charging. For frequent fast charging, compare Pass+ savings with the fee.

Site hosts

Lease model

Electrify America builds, owns and runs the chargers; the host provides the space.

Utilities and policy

After the settlement

When settlement-funded building ends in 2026, utility make-ready support and commercial EV rates matter more to new sites.

About this profile

Electrify America reports to the California Air Resources Board (CARB) because of the settlement; California figures are from its Q2 2026 report (Electrify America).

Network counts are public, open stations in the U.S. Department of Energy’s Alternative Fuels Data Center (AFDC) station data, downloaded October 25, 2026 (AFDC station API). AFDC lists each charging location as a station and counts ports by type; company totals can differ because companies count private, fleet and partner-branded ports and use different definitions of a stall or port.

Fast-charging prices, utilization and reliability are from Paren’s Q3 2026 U.S. fast-charging report, which tracks more than 98% of U.S. DC fast ports. Prices are averages; the price at a given site and hour can be far from the average.

Company revenue, margin and loss figures are as reported by each company and are not adjusted. Figures checked October 25, 2026.

Drive Economics has no affiliation with, sponsorship from, or endorsement by any charging network, automaker, charger maker, utility or program named here.