August New DCFC Ports Were On Pace With YTD Average

August was another solid month in the US for deployment of new DC fast charging ports, though well below the highs so far in 2025 in May and June. At 1,262 new ports, the August numbers were on par with the YTD average of 1,252 and also consistent with March, April, and July.

We expect that the rate of deployment to increase in several of the remaining months of 2025 as companies race to achieve their 2025 deployment goals. CPOs, including Walmart, IONNA, Mercedes-Benz HPC, Applegreen, Electrify America, and others, are increasing their pace of deployment, and we expect Q4 could be a record for quarterly new ports opened.

The current run rate based on our formula puts deployment at 15,270 for the year, but we still expect 2025 to see well more than 16,000 new ports with strong months the rest of the year. Even at the lower run rate estimate, the US would see roughly 2,000 more new ports in 2025 than in 2024.

Looking at one of our favorite metrics of the ratio of ports to stations, the YTD average is now 3.7, with eight of the top 15 CPOs averaging 6 or more ports per station. Tesla, of course, continues to outpace everyone else at 15 to 1, with IONNA at Mercedes-Benz HPC 10 to 1, bp pulse at 8 to 1, and while not yet in the top 15, Walmart is averaging 9 ports per station.

While Tesla’s share of total ports deployed continues to decline from well above 50% (now at 38% YTD), the company’s Supercharger network continues to dominate the industry. Tesla is deploying more ports than the next nine CPOs/networks combined.

ChargePoint, EV Connect, and Blink — companies that operate as networks with charge management systems and don’t own and operate the charging stations — are seeing very strong new deployments across their networks and rank 2-4 YTD. IONNA, ranked number eight through September, is gearing up rapidly, and we would not be surprised to see the automaker-backed CPO end the year in the number five spot.

— Loren McDonald

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