BMW Joins Tesla Supercharger Network as Q3 Sets Record Expansion and Vermont Deploys New England's Fastest 400kW Chargers

Introduction

The EV charging network continues its rapid expansion as BMW becomes the fifteenth automaker to gain Tesla Supercharger access in 2025, Tesla reports near-record Q3 station deployment, and Vermont launches New England's fastest charging site with 400-kilowatt ultra-fast chargers. At Shaffer Construction, Inc., we track these developments to help Los Angeles property owners understand the evolving charging landscape and make informed decisions about their commercial EV charger installations and residential charging solutions. This week we examine how network consolidation is simplifying the charging experience, what Tesla's deployment record means for infrastructure growth, and why battery cost reductions are accelerating EV adoption.

BMW Becomes Fifteenth Automaker with Tesla Supercharger Access

BMW has become the fifteenth automaker in 2025 to gain access to Tesla's Supercharger network, enabling owners of BMW electric vehicles to charge at any of the more than 25,000 Supercharging stalls across North America. The integration marks another milestone in the industry's consolidation around charging infrastructure that serves all EV drivers regardless of vehicle brand. BMW joins Audi, Genesis, Honda, Hyundai, Jaguar Land Rover, Kia, Lucid, Mercedes-Benz, Nissan, Polestar, Subaru, Toyota, Volkswagen, and Volvo in gaining Supercharger access this year. Source: BMW Blog.

The rapid expansion of Supercharger access reflects the industry's adoption of the North American Charging Standard connector originally developed by Tesla. Most major automakers have announced plans to transition future vehicle models to native NACS ports, while current vehicles with CCS connectors use adapters to access the Supercharger network. This standardization eliminates the fragmentation that previously required EV drivers to maintain multiple network accounts and apps.

For property owners installing charging infrastructure, the consolidation around NACS simplifies equipment selection while ensuring compatibility with the broadest range of vehicles. As we discussed in our analysis of German automaker Supercharger access, properties that install NACS-compatible chargers can serve Tesla drivers and the growing fleet of non-Tesla vehicles transitioning to the standard. Shaffer Construction advises clients on equipment selection that maximizes compatibility across all vehicle types.

Tesla Q3 2025 Sets Near-Record for Supercharger Deployment

Tesla's Q3 2025 Supercharger deployment nearly reached an all-time high, with the company adding 376 new stations representing a 61 percent year-over-year increase, along with 3,589 new connectors representing a 27 percent year-over-year increase. Tesla's global network now includes 7,377 DC fast-charging stations with 70,228 connectors, an 18 percent increase from the previous year. More than half of all Supercharging stalls, over 35,000, are located in North America. Source: EV Charging Stations.

The company's 70,000th Supercharging stall was installed in late June, demonstrating sustained investment in charging infrastructure despite earlier concerns about network expansion following workforce reductions. Tesla's community-driven expansion program continues, with Q3 2025 voting results revealing winning locations across five continents that will proceed to construction. The company has already launched Q4 2025 voting, allowing continuous community input into network planning. Source: Tparts.

Tesla's first pilot 500-kilowatt Superchargers are expected in Q3 2025, with Campbell, California identified as one of the first locations. These next-generation chargers, combined with Tesla's V4 Supercharger technology, will deliver charging speeds two to three times faster than current equipment for vehicles capable of accepting higher power levels. The continued expansion of Tesla's network, combined with opening to non-Tesla vehicles, creates a more robust charging ecosystem that benefits all EV drivers.

Vermont Deploys New England's Fastest 400kW Chargers

Cellerate Power has launched Vermont's fastest electric vehicle charging site featuring XCharge North America's 400-kilowatt C7 Ultra-Fast Chargers at Stratton Mountain. The station, located at the base of the Stratton Mountain Ski Resort access road, marks the first deployment of XCharge C7 chargers in North America and delivers charging speeds two to three times faster than competing ultra-fast chargers in the region. The dual-head chargers can serve two EVs simultaneously, with power dynamically allocated between vehicles. Source: Electrek.

The station offers both NACS and CCS connectors, ensuring compatibility with virtually all EV models. The nearest alternative charging option is 30 minutes away and provides only 150 kilowatts for CCS-equipped vehicles, making the Stratton location a significant upgrade for the region. Erik Moses, Founder and President of Cellerate Power, noted that the deployment helps customers overcome EV range anxiety, which in Vermont is exacerbated by cold winters and mountainous roads. Source: Vermont Business Magazine.

The Vermont deployment demonstrates how high-power charging is reaching areas previously underserved by fast charging infrastructure. For property owners in Los Angeles, the trend toward 400-kilowatt and higher power levels signals evolving expectations for charging speed. While most commercial installations currently use Level 2 chargers appropriate for longer dwell times, properties in high-traffic retail locations may benefit from faster DC charging options. Shaffer Construction performs comprehensive electrical load studies to help property owners evaluate the electrical infrastructure requirements for different charging configurations.

Wallbox and Codale Expand Charging Across Mountain West

Wallbox has expanded its partnership with Codale Electric Supply to accelerate EV charging deployment across Utah, Idaho, Wyoming, and Nevada. Under the expanded agreement, Codale will prioritize Wallbox Supernova DC fast chargers and Pulsar family AC chargers across its electrification programs, with deployment efforts already underway including replacement of legacy charging systems and new installations across public, commercial, and multifamily sites. Early projects include collaborations with several charge point operators and large commercial portfolios beginning Supernova deployments this quarter. Source: Electrek.

The partnership targets NEVI-compliant deployments, with Wyoming holding approximately $27 million in allocated infrastructure funding and preparing initial Request for Proposals expected in early 2025. Idaho is focusing on highway access while Nevada targets high-density storage and solar integration. Ignasi Alastuey, Chief Business Officer at Wallbox, emphasized that the partnership moves beyond distribution to drive real deployment by combining Wallbox innovation with Codale's on-the-ground capabilities. Source: Business Wire.

Regional partnerships like Wallbox and Codale demonstrate how charging infrastructure deployment is accelerating across the country, not just in traditional EV markets like California. The Mountain West expansion complements California's more mature charging network while addressing gaps in interstate travel corridors. Properties that install charging infrastructure benefit from this expanding national network by providing convenient stops for drivers traveling to or from other regions.

Battery Prices Drop to $115 per Kilowatt-Hour

Lithium-ion battery prices have plummeted to $115 per kilowatt-hour as of April 2025, with projections suggesting prices will fall toward $80 per kilowatt-hour or less by 2030. Goldman Sachs expects EV battery prices to drop nearly 50 percent by the end of 2025, driven by improvements in manufacturing efficiency and material sourcing. These cost reductions directly translate to more affordable electric vehicles, accelerating the transition from early adopter to mainstream market. Source: Sustainability Times.

Battery technology breakthroughs are simultaneously extending range and reducing charging times. BYD's Super-e platform delivers approximately 400 kilometers of range in just 5 minutes using next-generation silicon carbide power chips, all-liquid cooling, and 1,000-volt architecture capable of coupling with megawatt-class charging. CATL's second-generation Shenxing battery offers even higher charging speeds, while Mercedes-Benz has completed road tests of solid-state battery prototypes promising over 620 miles of range. Source: InsideEVs.

The combination of falling prices and improving technology accelerates EV adoption, directly increasing demand for charging infrastructure. As we covered in our analysis of the Chevrolet Equinox EV becoming America's best-selling non-Tesla electric vehicle, affordable EVs are bringing electric vehicle ownership to mainstream consumers. Properties that install charging infrastructure now position themselves to serve this expanding customer base.

Nearly 20 Million EVs Now on U.S. Roads

The United States EV fleet has grown to nearly 20 million cars and trucks running on electricity, representing approximately 6.5 percent of all vehicles on the road according to BloombergNEF. As of Q2 2025, there were 6.5 million electric vehicles in operation, a new high, supported by 217,929 public charging outlets. Cumulative sales of highway-legal plug-in electric cars totaled over 7 million units since 2010, with battery electric vehicle market share reaching 10.5 percent of all new car sales in Q3 2025. Source: Bloomberg.

Globally, electric car sales are expected to exceed 20 million in 2025, representing one-quarter of total car sales worldwide. The International Energy Agency projects 25 percent global sales growth for the full year, similar to the growth rate from 2024. In 2024 alone, 3.5 million additional electric cars were sold compared to the previous year, more than the total number of electric cars sold worldwide in 2020. Source: IEA Global EV Outlook.

The Edison Electric Institute projects the number of EVs on U.S. roads will reach 26.4 million by 2030, representing nearly 10 percent of all light-duty vehicles. This growth trajectory directly correlates with increasing demand for charging infrastructure across all property types. For Los Angeles property owners, the expanding EV fleet means more residents, employees, and customers arriving in vehicles that need charging access.

What These Developments Mean for Los Angeles Property Owners

This week's developments underscore several important themes for property owners evaluating charging infrastructure investments. BMW's addition to the Tesla Supercharger network brings the total to fifteen automakers with access in 2025, demonstrating rapid industry consolidation that simplifies the charging landscape. Properties installing NACS-compatible equipment can serve an increasingly unified market of EV drivers.

Tesla's near-record Q3 deployment and the launch of 400-kilowatt chargers in Vermont demonstrate continued infrastructure investment across all regions and power levels. While California leads in charging availability, the national network continues expanding to support longer-distance travel. Properties with charging capabilities serve as valuable waypoints in this growing ecosystem.

Battery price drops to $115 per kilowatt-hour and projections of further 50 percent reductions accelerate EV affordability, bringing electric vehicles to mainstream consumers previously priced out of the market. The nearly 20 million EVs now on U.S. roads represent a substantial and growing customer base seeking convenient charging locations. Properties without charging capabilities face increasing competitive disadvantage as EV adoption continues its upward trajectory.

Conclusion

From BMW becoming the fifteenth automaker with Tesla Supercharger access to Vermont deploying New England's fastest 400-kilowatt chargers, this week's developments demonstrate the EV charging industry's continued maturation and expansion. Tesla's near-record Q3 deployment, regional partnerships accelerating Mountain West coverage, battery prices dropping to $115 per kilowatt-hour, and nearly 20 million EVs on U.S. roads all point toward sustained growth in electric transportation. For Los Angeles property owners, these trends reinforce the strategic value of investing in EV charging infrastructure while utility rebate programs remain available and before charging access becomes a standard expectation rather than a competitive differentiator.

Ready to explore EV charging options for your Los Angeles property? Contact Shaffer Construction, Inc. for a complimentary site assessment and expert guidance on selecting the right charging solution for your needs.

Shaffer Construction, Inc.
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