Tesla: Under One-Third of New US DC Fast Chargers in 2025

As with its declining sales share of the US BEV market, Tesla's share of the newly-opened public fast charging market is also falling. In 2024, for the first time since 2012, Tesla opened less than 50% of new fast charging ports in the US.

Between 2012 and 2017 the number of new Tesla Supercharger ports was up and down, but starting in 2018, the company had increased new ports each year until 2024. The small decline in 2024 of just under 300 ports from 2023 can largely be attributed to the Supercharger team layoffs last April.

After two years of basically flat growth, the number of newly opened non-Tesla DCFC ports increased by 108.3% in 2024.

We are estimating that more than 16,000 new DCFC ports will open in 2025, with Tesla accounting for just under 32% of the total. We expect that Tesla will again open fewer new charging ports in 2025 due to slowing sales, the growth of competitive networks, and a focus on expanding existing stations rather than opening new sites.

Contributing to the expected growth in 2025 are aggressive deployment goals by companies including IONNA, EVgo, Mercedes-Benz, bp pulse, Walmart, and a return to growth from Electrify America.

By Loren McDonald, Chief Analyst — Paren