Semi Trucks

Megawatt Charging System (MCS) Rollout

Rollout timeline for the Megawatt Charging System (MCS), the ultra-fast standard built to recharge electric semi trucks during a rest break.
Completed
In Progress
Planned
Mar 2026
CompletedCharIN / IEC

CharIN finalizes MCS connector standard (IEC 61851-23-3) for global adoption

Feb 2026
CompletedNACFE

NACFE publishes MCS interoperability test results from Run on Less Electric fleet trials

Jan 2026
CompletedABB E-mobility

ABB E-mobility begins mass production of 1+ MW MCS chargers for depot installations

Dec 2025
CompletedDaimler Truck / DTNA

Daimler Truck opens first MCS-equipped public charging park along I-10 corridor

Nov 2025
CompletedTesla / CharIN

NACS-MCS adapter specification published enabling Tesla Semi compatibility

Sep 2025
CompletedWattEV

WattEV opens Bakersfield MCS depot with 10 chargers rated at 750 kW-1.2 MW

Jul 2025
CompletedSiemens

Siemens delivers first VersiCharge Ultra MCS units to Schneider National fleet depot

Jun 2025
CompletedSAE International

SAE publishes final J3271 MCS standard with 3.75 MW peak power specification

Apr 2025
CompletedCARB

CARB adopts Advanced Clean Fleets rule requiring MCS-readiness for new truck charging sites

Feb 2025
CompletedCharIN

CharIN MCS interoperability event at Hyundai proving grounds tests 8 charger-truck pairings

Oct 2024
CompletedHeliox

Heliox deploys 1 MW MCS prototype at Port of Rotterdam for heavy-duty drayage trucks

Jul 2024
CompletedSAE International

SAE releases J3271 draft standard for Megawatt Charging System (up to 3.75 MW)

Apr 2024
CompletedCharIN / Volvo Trucks

CharIN demonstrates first successful MCS charging session at 1 MW with Volvo truck

Jan 2024
CompletedFHWA

FHWA issues guidance allowing NEVI funds for MCS-capable corridor charging stations

Sep 2023
CompletedCharIN

CharIN publishes MCS connector pin-out specification (Rev 2.0) for industry review

May 2023
CompletedNREL

National Renewable Energy Lab publishes MCS grid impact study for truck stop deployments

Updated at 2026-05-06

Public Truck Charging Networks

Public and depot charging networks for heavy-duty electric trucks (over 26,000 lbs). Power levels are maximum rated output; several operators are joint ventures like Greenlane.
OperatorKey LocationsPorts / ChargersPower LevelStatusNotes
TeslaUS nationwide (Supercharger + Semi megacharger network)2,500+ Superchargers; 50+ megacharger ports planned1,000 kWOperationalMegacharger network expanding along key freight corridors; Semi-exclusive initially
WattEVBakersfield CA, Long Beach CA, San Bernardino CA30+ ports across 3 depots1,200 kWOperationalTruck-as-a-service model; MCS-ready depot charging for Class 8 fleets
Zeem SolutionsBrooklyn NY, Newark NJ, Los Angeles CA100+ ports across 4 depots240 kWOperationalLease-and-charge model for medium/heavy-duty fleets; last-mile focus
ChargePoint (fleet depot)US and Europe; fleet depot partnerships1,000+ fleet ports deployed500 kWOperationalCP6000 series for HD vehicles; software-defined load management
Electrify America (HD pilot)Chino CA, Youngstown OH8 HD-capable chargers at 2 pilot sites350 kWOperationalPilot program for HD-capable stations at existing EA locations
Siemens eMobility (depot solutions)US and Europe; fleet customer sites500+ VersiCharge units deployed to fleets1,000 kWOperationalVersiCharge Ultra supports MCS; integrated grid management software
TeraWatt InfrastructureTX, CA, Southeast US (12 planned sites)200+ chargers planned1,000 kWUnder ConstructionPurpose-built charging depots for Class 6-8 vehicles; $1B+ in funding secured
Daimler Truck / DTNA (Greenlane)Portland OR, Houston TX, I-10 corridor15 initial sites; 200+ chargers planned by 2027750 kWIn ProgressGreenlane JV with NextEra and BlackRock; targeting major freight corridors
Volvo Trucks / Pilot Flying JI-5 corridor (CA-WA), I-95 corridor (East Coast)50 sites planned; 5 operational750 kWIn ProgressPartnership with Pilot Flying J travel centers for public HD charging
Forum MobilityOakland CA, Stockton CA, Southern CA ports250+ chargers planned across 15 depots360 kWIn ProgressFocused on drayage truck depot charging near port facilities
NEVI Corridor Program (public)US Interstate Highway System (all 50 states)5,000+ stations planned (some HD-capable)350 kWIn Progress$7.5B federal program; MCS-readiness required for new builds per FHWA guidance
CALSTART / EnergIIZECalifornia statewide500+ chargers funded across 100+ fleets350 kWIn ProgressState incentive program providing vouchers for HD charging infrastructure
Updated at 2026-03-18

HD Charging Operator Scorecard

Scorecard of heavy-duty truck charging operators by sites, MW capacity, funding, and customers, with Tesla Megacharger and LDV networks shown for context.
OperatorTypeSites operationalMW capacityFunding ($M)Key partnersGeographyNotes
WattEVPure HD6~40-50 MW (triangulated)~200+Operates own TaaS fleet (370 Tesla Semi order). Hight Logistics, IKEA via TaaSCalifornia: ports, Inland Empire, Central Valley, NorCal (planned)TaaS operator; combines depot charging with truck-as-a-service subscription. $75.6M federal CFI grant + Apollo/Vitol structured facility.
TeraWatt InfrastructurePure HD5Per-site disclosed (6-7 MW each); system-wide not published1,000+PepsiCo, Waymo, I-10 Coalition (C.H. Robinson, DHL, Electrolux, IKEA)I-10 corridor (CA-AZ-NM), LA Basin, AV markets$1.0B Series B Sept 2022 (Vision Ridge Partners) is the largest single round in the peer set.
GreenlanePure HD (JV)1~10-15 MW (Colton flagship)650+ (committed)Windrose, Nevoya; Daimler Truck OEM channelI-15 (LA-to-Vegas), I-10 (LA-to-Phoenix), TX (Dallas/Houston planned)Daimler Truck NA + NextEra Energy + BlackRock JV (April 2023). Colton CA flagship opened April 2025.
Forum MobilityPure HD1 (FM Harbor, Long Beach)9 MW~420Hight Logistics, Talon Logistics; ~6 customer fleets at FM HarborCalifornia ports (Long Beach + Oakland), drayage focus$400M JV with CBRE IM + Homecoming + $15M Series A (Jan 2023). Targets 15 sites / 1,900 trucks by end-2027.
VolteraMixed HD + AV/Rideshare22 total (mostly LDV)115+ MW portfolio (mostly LDV)>1,000 (estimated)Einride (largest HD customer, Lynwood Smartcharger)SF, Santa Monica, Dallas, Austin, Houston, Phoenix, Miami (LDV); Lynwood CA (HD)EQT Infrastructure backed. Only 1 confirmed HD freight site (Lynwood, 65 chargers); broader 'HD' presence is narrow.
Tesla MegachargerTesla Semi only (closed-loop)3 publicly accessible (May 2026)5-10 MW per site typical; 1.2 MW per stall (MCS)Internal to Tesla, Inc.PepsiCo, Frito-Lay, Walmart, Costco, Sysco, DHL, WattEV (370-truck order)TX (19 planned), CA (17), spread across 15 US states; 66 total on roadmapProprietary MCS variant; third-party fleets cannot use. Tesla Semi-exclusive. Pilot Flying J partnership (Jan 2026) covers 5 states with summer 2026 openings.
Electrify America (HD subset)Mixed LDV + HD pilots2 HD-specific (NFI Ontario CA + 4 Gen Logistics Rialto CA)NFI 7 MW, 4 Gen ~5 MW (HD subset)VW Dieselgate consent decree (~$2B total commitment, not HD-specific)NFI Industries, 4 Gen LogisticsSoCal port drayage (HD subset)Primarily LDV operator (1,000 sites, 4,500 fast chargers). HD presence is two SoCal pilot projects. LDV comparator; not a primary HD player.
IONITY (EU comparator)Primarily LDV (HPC accessible to HD via 350 kW)~700+ HPC sites across 24 EU countries (LDV)350 kW typical max per stall~€700M (cumulative OEM injections)No HD truck-specific partners; primarily LDV roaming networkEU + UK + Norway + SwitzerlandAutomaker JV (BMW, Ford, Hyundai, Mercedes-Benz, VW Group). LDV comparator; HD presence incidental. Milence (Daimler+TRATON+Volvo JV) is Europe's actual HD-truck equivalent and is missing from this table.
Updated at 2026-05-28

Charging Infrastructure Investment

Total capital committed to truck-charging buildout: $17B+ in federal programs (NEVI, EPA Clean Ports, DOE H2 Hubs) plus $30B+ from private investors.
ProgramFunding TypeTotal AllocationTruck-SpecificTimelineNotes
NEVI Formula ProgramFederal Grant$7.5B$1.2B2022-2026HD charging eligible; MCS-readiness guidance issued by FHWA in Jan 2024
DOE Regional Clean H2 Hubs (HD portion)Federal Grant$7.0B$2.1B2023-20307 hubs selected; ~30% of funding directed to HD truck hydrogen infrastructure
EU Alternative Fuels Infrastructure Regulation (AFIR)Regulatory Mandate$5.0B$2.0B2024-2030Requires HD charging every 120 km on TEN-T core network by 2028
EPA Clean Ports ProgramFederal Grant$3.0B$1.5B2024-2027Zero-emission port equipment and drayage truck charging infrastructure
FHWA Corridor Charging (CFI-Corridor)Federal Grant$2.5B$500M2022-2026Discretionary grants for EV charging along designated corridors; HD eligible
Greenlane JV (Daimler/NextEra/BlackRock)Private Investment$1.6B$1.6B2024-2030US public charging network for medium- and heavy-duty EVs
DOE Commercial Vehicle Charging ProgramFederal Grant$1.0B$1.0B2024-2028Dedicated to MHD zero-emission vehicle charging and H2 fueling
TeraWatt Infrastructure (Series A+B)Private Investment$1.0B$1.0B2023-2028Purpose-built truck charging depots across US
California EnergIIZE ProgramState Incentive$700M$700M2022-2026Voucher-based incentives for zero-emission truck and bus infrastructure
CARB HVIP (Infrastructure Add-on)State Incentive$600M$400M2023-2027Infrastructure vouchers bundled with HD vehicle purchase incentives
Forum Mobility (Series B)Private Investment$400M$400M2024-2028Drayage truck depot charging near major port facilities in CA
WattEV (Series C)Private Investment$68M$68M2024-2026Depot charging expansion for truck-as-a-service model in California
Updated at 2026-03-18

Hydrogen Fueling Network

Hydrogen refueling stations for FCEV (fuel cell electric vehicle) trucks, which run on hydrogen rather than plug-in batteries. The public network remains thin.

Hydrogen Fueling Stations

LocationOperatorCapacity (kg/day)StatusHD CapableNotes
Long Beach, CA (Port)FirstElement Fuel1,500OperationalLargest HD-capable station in US; serves drayage trucks at port
Ontario, CA (Inland Empire)Shell Hydrogen1,200OperationalHigh-flow H70 dispensers for Class 8 trucks on I-10 corridor
Wilmington, CA (Port of LA)Toyota / Air Liquide1,200OperationalTri-gen facility produces hydrogen on-site from biogas
Oakland, CA (Port)FirstElement Fuel900Under ConstructionPaired with NorCal ZANZEFF drayage project; opening mid-2026
Joliet, IL (I-80 corridor)Nikola / HYLA800OperationalFirst Midwest HD hydrogen station; serves Nikola Tre FCEV fleets
Houston, TX (Ship Channel)Air Products2,000Under ConstructionPart of Gulf Coast hydrogen hub; blue hydrogen from SMR with CCS
Rotterdam, Netherlands (Europoort)Shell / HyTrucks3,000Under ConstructionEurope's largest planned HD hydrogen station; green H2 from offshore wind
Duisburg, Germany (Logport)H2 Mobility / Linde1,500PlannedLocated at Europe's largest inland port; part of H2 Mobility DE network
Colton, CA (BNSF rail yard)Nikola / HYLA600OperationalServes intermodal drayage fleets between port and rail yard
Nagoya, Japan (Port)Toyota / Iwatani1,800OperationalJapan's first commercial HD hydrogen station; Toyota fuel cell trucks

DOE Regional Clean Hydrogen Hubs

Hub / RegionLead OperatorsDOE FundingStatusHD Truck FocusNotes
Appalachian (ARCH2)Battelle, EQT, Marathon Petroleum$925MAwardedMediumHydrogen from natural gas with CCS in WV, OH, PA region
California (ARCHES)UC System, SoCalGas, LADWP$1.2BAwardedHighRenewable hydrogen targeting 30% of state's HD truck fueling by 2035
Gulf Coast (HyVelocity)Air Liquide, Chevron, ExxonMobil$1.2BAwardedMediumLeverages existing Gulf Coast H2 pipeline network; blue and green H2
Heartland (Minnesota)Xcel Energy, University of Minnesota$925MAwardedLowGreen hydrogen from wind energy for fertilizer and industrial use
Mid-Atlantic (MACH2)US Steel, Air Liquide, Orsted$750MAwardedMediumRenewable hydrogen for industrial decarbonization and transportation
Midwest (MachH2)BP, Indiana Energy Association$1.0BAwardedHighSteel, transport, and distributed power; I-65/I-70 truck corridor
Pacific Northwest (PNWH2)GTI Energy, Plug Power, Puget Sound Energy$1.0BAwardedMediumGreen hydrogen from hydro and wind for transport, ports, and industry
Updated at 2026-05-06

Ask Sterling

Register for a premium account to gain access to Sterling AI.

Get Started

Things you can ask Sterling:

Summarize Tesla's latest earnings reportWhy did NVIDIA's margins expand?Compare Apple vs Microsoft's cash flowWhat's driving the EV sector growth?
Semi Trucks - Infrastructure | Sterling