2025 On Pace for Record Year, With More Than 16,500 New DCFC Ports in the US
Through the month of July, 2025 is shaping up to be a record year, with north of 16,500 new DC fast-charging (DCFC) ports opening. In our recent Q2 State of the Industry (SOTI) Report, I had in fact forecasted that the US would hit 16,700 new ports and based on the January through July new ports and adding an estimate for the remaining five months of the year using the trailing 3-month average, the US is on pace for 16,555.
The number of new DCFC ports opened in July (1,261) according to our Paren Public Charger Database, was well below the monthly highs of the year so far in June (1,576) and May (1,447), but was higher than the YTD average of 1,259. Potential reasons for July being lower than May and June include some slight slowdown from summer vacations, and Tesla, EVgo, bp pulse, and Mercedes-Benz HPC opened a combined 427 fewer ports in July versus June. However, 37 other CPOs/networks that opened at least one new port in July, added a combined 613 new ports (net change of 117), leading to the month-over-month decline of 315 ports.
It is important, however, to not place too much importance on any single month as DCFC deployments can vary widely from month-to-month. I like using the trailing 3-month average, which helps flatten out any spikes up or down in a single month. And for the 3-months of May through July, US CPOs averaged a phenomenal 1,428 new ports.
For new stations, there is generally less volatility so far in 2025 with an average of 244 new DCFC stations opening YTD, and a trailing 3-month average of 247. March and May saw the most new stations at 285 and 273 respectively, with the winter months when construction tends to slow, having the two lowest months at 203 for January and 219 in February.
The ports to stations ratio, a metric that captures the growth in the average size (number of ports) of stations — is now clearly on pace to be well above 5 ports per station, with the trailing 3-month average reaching 5.8 ports to stations. The monthly volatility seen in this metric is typically driven by a large number of auto dealership deployments which often only have two ports. On the upside, CPOs including IONNA, Mercedes-Benz, Walmart, Electrify America, Revel, and of course Tesla are now averaging 8-10 (or more) ports at their new stations. As such we expect this ratio to really start to rise in 2026.
Looking at the top 15 CPOs/networks YTD, Tesla continues to lap the field and is on run rate to surpass more than 6,500 new ports in 2025. ChargePoint, EV Connect and Blink are in the 2-5 spots, but have different models as they are networks that sell hardware and/or software, but don’t actual deploy charging stations. Of particular note is that six of the top 15 companies are backed by automakers. As Mercedes-Benz HPC and IONNA really start to scale in the coming months, we expect both of these CPOs to consistently rank in the top 3 to 5 on our leaderboard.
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By Loren McDonald, Chief Analyst — Paren
