The Weekly 1.21⚡(EVI News #40) - Record Quarter for US Fast Charging. IKEA Canada's All-Electric Deliveries. EVgo Celebrates 15 Years. 3rd-Party Superchargers in Florida.

Your weekly digest of EV infrastructure developments across North America

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Good day, fellow infrastructure observer 🚧👀

As early numbers shared by Tesla a week ago suggested, Q3 set a record for fast charging expansion in the United States. 779 new DCFC stations were added to the map between July and September, including every state and the District of Columbia. This surpasses the final three months of 2024, during which 766 locations were energized.

With question marks hovering over the next few quarters of EV sales in North America, the charging landscape continues to go from strength to strength. And with several initiatives just gearing up for expansion, it’s hard to see that slowing down any time soon.

Here’s your digest of the latest EV infrastructure developments across the United States and Canada this week ⤵️

📢 Record-setting Quarter for DC Fast Charging Infrastructure Across the United States

News - Between the acceleration of Tesla building out Superchargers and new players staking their claim across the market, DCFC expansion in the United States is booming and set a record quarter for new station additions in Q3 2025.

Numbers - 779 new locations were added in the third quarter, which beats the previous high of Q4 2024. Bloomberg analysis (gated) finds that “the nation’s charging infrastructure expanded by 19% in the first nine months” of 2025. This is particularly impressive, given a change in administration and a relatively slow first quarter.

Nuance - While Tesla typically dominates when progress is measured by stall count, with almost 2,000 stalls added across the US in Q3 2025, looking at station count makes things much closer. Longstanding networks ChargePoint and EVgo both matched Tesla with 100+ new locations in Q325, while rising players like Red-E also posted impressive new station counts thanks to expanding partnerships with the likes of grocery chain Aldi and the increasingly visible FasCharge brand, based at GPM Investments’ gas stations.

Next Up - Can we maintain this level of installations across the United States? With the players involved and the confusion over federal funding seemingly in the rearview mirror, this could be just the beginning. If all players are on their game over the final few months of the year, look for another record-setting quarter to close out 2025. Watch our latest discussion on Coast-to-Coast EVs for a deeper dive into this topic.

🔍 Charging Vendor Spotlight: EVgo

News - EVgo celebrated 15 years of charging operations with stats and an animated map, emphasizing how far infrastructure has come since the early days of modern electric vehicles.

Numbers - 4,361 fast charging ports across 1,106 DCFC stations, now covering all but three states according to AFDC listings. EVgo also shared that it has registered more than 1.5 million customers nationwide.

EVgo (and EVgo eXtend) network expansion 2012-2015-2020-2025 | Credit: EVgo

Nuance - Showing the continued growth of the network and the importance of its partnership with Pilot-Flying J, the EVgo map above (representing locations at the end of Q2 2025) is already out of date. EVgo charging locations have been added in both Dakotas and West Virginia, leaving only Montana of the lower 48 states yet to host an EVgo station.

Next Up - EVgo is expected to share its latest quarterly results, including earnings, network growth, and utilization figures, on Tuesday, November 11th, 2025.

🔌AC/DC: NYC Bill Highlights the Hurdles & Promise of Deploying Lamppost Charging

News: Upcoming elections in New York City could give fresh momentum to legislation that requires the NYC Department of Transportation to annually identify city lampposts suitable for retrofitting to curbside AC chargers.

Numbers: 400,000. That’s the number of NYC street lamps that could be considered for retrofits to become charging stations if the proposed bill progresses. To date, the city has more than 3,000 chargers but most curbside initiatives have been limited to pilot programs, delivering popular yet stretched charging locations.

Nuance: Using existing street furniture to bring elegant EV charging solutions to the curbside of densely populated cities is almost always a crowd-pleaser. However, the apparent simplicity of systems from Voltpost and EVSE LLC runs into complications when utilities and other entities with their own hardware mounted on street poles enter the equation. This study from the US Dept. of Energy adds further color to the various stakeholders involved when EV charging at the street level is up for review. Legislation like this could eventually grease the wheels, but successful pilots with clear cost savings and resident buy-in will be the key to deploying curbside charging at scale.

Next Up: Although the current administration has shown limited desire to push the initiative forward, the city faces high-profile elections next month. Incumbent Mayor Adams has withdrawn from the race, meaning advocates could soon find a more favorable appointee in office to champion the bill.

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🛣️ On the Road: This Week in DCFC

News - Q4 has started out slightly slower than the busiest periods of Q3, in terms of DCFC expansion. Even record-setting Tesla Superchargers, with global deployments up 18% YOY in the third quarter, slowed the pace of expansion. However, with huge pipelines for both IONNA and Walmart Energy, plus the NEVI buildout mostly relieved of its partisan shackles, Q4 still holds plenty of promise.

Numbers - 279 DC charging ports at 60 charging locations, in 30 states and provinces, added to AFDC this week.

Notable New Stations + AFDC Additions:

⚡ Electrify America started the month strong, with three new locations and 22 new charging stalls added in Maryland, New Jersey, and Texas. The NJ location at Millbrook Edison Mall is the largest of the three, offering 10 stalls close to I-95 and I-287. For more on the future of the network, check out Tom Moloughney’s interview with EA personnel at the company’s Technology Campus in Virginia.

🔴 Another quiet week for Tesla, with almost all of the action in California. 84 stalls were added at four new Superchargers in the Golden State, while only two other locations were added across the rest of North America. 20 new stalls in Chicago, IL, and 16 new stalls in Riverdale, NJ, round out the list, both of which are located in sheltered parking garages.

🥷 Mercedes-Benz High Power Charging has been quiet in the AFDC listings recently, but that doesn’t mean it’s not adding stations. As identified in tNAC’s latest MB-HPC update, several new locations have been energized since the network last appeared in AFDC listings. The most recent spots are Clarksburg, MD, Pinebrook Plaza in Venice, FL, and Heritage Hill retail plaza in Austell, GA, a little northwest of Atlanta.

MB-HPC opens its first site in Maryland at Clarksburg Premium Outlets | Credit: PlugShare

🍩 Kwik Trip’s latest station in Pleasant Prairie, WI, didn’t quite make the list, but should be fully commissioned by the next edition of this newsletter. The chain now sits at six Kwik Charge locations, with a similar number under construction in Wisconsin. Kwik Trip also celebrated placing top of the 2025 American Customer Satisfaction Index this week, narrowly beating out other regional favorites like Sheetz and Wawa, and several places ahead of Buc-ee’s.

🔵 EVgo shows no sign of slowing down as it marks its fifteenth year, with 32 new stalls across six locations in five states this week. Two are Pilot-Flying J additions, at valuable travel corridor locations in Tuskegee, AL, and Casper, WY, while another serves I-70 and the western suburbs of Kansas City, KS. The remaining two emphasize the network’s focus on areas of high EV adoption in California, with the pick being a 12-stall site in Citrus Heights, northeast of Sacramento.

⭕ Red-E continued the fourth quarter as it ended the third, with a wave of additions that has an especially strong focus in the Northeast. Three new stations in Massachusetts almost represent a normal week for the network at this point, with additions in Albuquerque, NM, and Vienna, IL, keeping the nationwide expansion alive.

🍁 Petro Canada continues to show increased AFDC activity, but we’re pursuing confirmation that these locations are physically upgraded, rather than just switching software providers. Watch this space… 🚧👀

To see how and where the leading charging vendors are expanding, check out The Network Architect Channel on YouTube for weekly DCFC updates.

📝 In the Pipeline - New Sites Planned, Permitted, or Under Construction

🪙 NEVI work shows further signs of activity from former leader Ohio, where the Meijer in Troy has EVgo hardware on site for the $737,883 site award. This was originally issued more than two years ago and epitomizes the unfortunate delay inflicted on the program in some states due to the FHWA pause. Elsewhere, expect Wisconsin to move closer to the leaders in Q4 as it moves past 10 NEVI sites energized and locations awarded to Kwik Trip are underway - Pleasant Prairie, Pewaukee, Richfield, Fond du Lac, Hixton, and Marinette - with some in line for commissioning soon.

🚧 Work continues on the second location from EV super hub operator ROVE Charging, with full solar canopies erected and chargers in the ground at the site in Costa Mesa, CA. Los Angeles-based EV enthusiast Mike Mahan tells us that contractors expect several months of work ahead, so an early 2026 opening seems most likely.

Construction progress at “ROVE 2” in Costa Mesa, CA | Credit: Mike Mahan

🚨 IONNA started the week with fresh “fences up!” action, alerting EV drivers in Terre Haute, IN, and Waco, TX, that Rechargeries will soon be appearing on their doorsteps. Those are at Casey’s, home of the breakfast pizza, and already a familiar name to EV travelers in the Midwest. Over in permitting, new filings for Rechargeries in Palmdale, CA, and Fenton, MO, were spotted on the paper trail by AlejandroEV66.

🔴 More Tesla stations confirmed in permitting by MarcoRP1, with Superchargers planned for Peoria, AZ, Santa Rosa Beach and Tallahassee, FL, Medina, MN, and Taos, NM. Perhaps even more interestingly, Marco confirms that what could be the first “Superchargers for Business” locations (operated by Tesla, owned by a third party) are under construction in Land O’Lakes, FL.

Image Credit: PlugShare

💲 Pricing: bp pulse Plans One-Day Drop to $0.01/kWh at LAX Gigahub

News - To celebrate the full opening of its customer lounge at the LAX Gigahub, bp pulse announced a full day of $0.01/kWh charging (before taxes/fees) for visitors on Thursday, October 23rd, 2025.

Numbers - Rates at the LAX Gigahub currently run from $0.40 to $0.60/kWh, depending on the time of day. The LAX location is bp pulse’s largest charging station in North America, with 36 x CCS1 and 12 x NACS/J3400 connectors, for a total of 48 charging stalls.

Juice up at one of the nation’s largest non-Tesla charging hubs for one cent per kWh on 10/23/25

Nuance - It’s not uncommon to see free or extremely low-cost charging at a site in the early days after it’s commissioned, but those dates are often tough to pin down. bp pulse is extending its strategy of celebrating a new location with intro pricing, leaning into the launch of its first dedicated driver lounge to attract more EV drivers to LAX. This serves the dual purpose of conducting customer surveys while also driving greater awareness of this flagship site.

Next Up - The event takes place all day on 10/23/25, and the bp pulse team will also be present from 9AM to 4PM, offering complimentary refreshments and merch giveaways in exchange for feedback on the LAX Gigahub charging experience.

🚛 Fleet Focus: IKEA Canada Closes In on Electric Delivery Milestone

News - IKEA operations in Canada confirmed that almost three-quarters of the company’s deliveries in the country are now made by its electric vehicles. The milestone gets IKEA Canada close to the company’s global target for electric fleet deliveries.

Numbers - In August, 72% of IKEA deliveries for its 16 stores in Canada were completed with an EV. Not only does this put the organization within 18% of its global target, it also marks the first month in which EVs made more deliveries than the company’s combustion fleet in Canada.

IKEA Electric Delivery Vehicle in front of store | Credit: INGKA/IKEA Canada

Nuance - Although the recently revised ZEV target of 90% represents a pullback from IKEA’s more aggressive goal of complete delivery electrification, EVs completing the majority of deliveries sets an important benchmark for local fleets and the electrification of last-mile logistics. IKEA in the United States is also positioning for wider electrification, with Electrify America stations energized at 13 stores in eight states and fleet vehicle charging hardware often added alongside these EA stations. Check out the IKEA charging walkthrough by Midwest Charge at the end of this edition to see one of those sites.

Next Up - IKEA Canada is part of Ingka Group, which has committed to making 90% of its home deliveries in 31 countries zero-emission by the end of 2028. If the company’s Canadian arm can continue to deliver at 70%+ every month, that target should be achieved well before that deadline.

🎧 Amped Up for Audio 🔌

In every edition, we recommend one of the best listens on electrification, energy, or something similarly EV-related.

This week, we catch up with The Urban EV podcast to address the information gap in EV buying.

This episode dives into the murky world of misinformation and where the very people tasked with selling electric vehicles are failing to educate potential owners. Drawing on his 15 years in the North American EV sector, Jeremie joins hosts Rob and Scott to address the future of EV adoption and what customers need to know as they make the switch.

🔋💯 Topping Off…

Here’s a selection of news items we couldn’t squeeze into other sections, followed by select EVI incentive program updates we think you’ll want to know about:

Pangea app launches on iOS - Pangea Charging on the App Store

California’s FCCP incentives program application period ends this month (deadline: 10/29/25)

PennDOT shared Corridor Connections details, covering the next phase of Pennsylvania’s NEVI funding applications. A related information webinar will be held this week, October 16th, 2025, at 1PM (Eastern)

MCPA Minnesota corridor DCFC grants opened this week with a $1.89M budget - Apply here (deadline 12/9/25 @ 4PM)

🚨 NEVI plans continue to be approved by FHWA, which means solicitations are ramping up in some states. If you haven’t already registered for our separate NEVI updates, which will include these RFPs, click here to read one & we’ll get you on that list.

If you found this edition useful, please share the value by passing it on to a friend, colleague, or family member with an interest in electrification.

See you next week ⚡

Cheers,

🔔 Essential EV Follow - Jeremie Bernardin

Since the earliest days of modern electric vehicles, Jeremie has worked to draw lines between consumers and organizations taking transportation electric.

Formerly directing EV training with Integrated Automotive Experience, he recently moved on to a new startup and to offer consulting services for organizations in the auto and utility sectors.

📍Charging Site of the Week: IKEA x Electrify America (West Chester, OH)