There's a lot of value in hidden in the Supercharger network. I suspect fast DC charging is a natural monopoly (or at least an oligopoly).
It's a pretty crappy business if you don't have scale. No one wants a dozen apps and accounts just to charge. And there's not a lot of transactions since each charge can take an hour. And each charge is relatively low margin. And how do you maintain a dozen charging stations? You can't really have full time staff doing loops around a few small stations.
But at Tesla's scale, all the pieces are in place. They're largely built out - they cover close enough to everywhere, and with opening up the network, they can afford to build out a whole lot more stations and a whole lot bigger. They can build giant charging stations to get the best electricity rates. Scarier, where they can't get good rates, they can stack in-house PowerPacks and software to peak-shave pricing or whatever. And wherever they open stations, they already have their own customers to make the station worthwhile. They have by far the most EVs rolling around North America (and pretty good elsewhere) so they have the best data on where to site stations. They can use pricing incentives to drive customers to off-peak hours.
I'm not sure who can compete with Tesla in the DC charging space. No one in the auto sector, no one in the oil sector, no one in the electricity sector, and certainly no start-up.
When I moved back to CA from NYC a few years ago my friends let me borrow their Fiat 500e. It was the first electric car I drove and even though it’s a compliance car, I still loved the power and zip it had. I used ChargePoint a lot and when I bought my Model 3 I thought I would be using ChargePoint a lot because I had really good experiences with it compared to all the other charging stations. Then I used a super charger with my car and it was just so simple and quick to get started compared to anything else, especially EVGo which is the most difficult station to get started.
Tesla Superchargers are just so much better, nobody will want to use anything else. On top of that, you get people in other cars to start using Tesla superchargers and that creates brand familiarity and loyalty. People will see how reliable the chargers are and it will convince people to buy a Tesla.
This is a big move that a lot of Tesla owners can’t see because they are being greedy elitists about keeping the chargers for themselves. I totally understand that because I do feel the same way, I don’t want to share with the crappy other EVs, but this is something that does need to happen if we want the world to move to EVs.
I'd like to see them charge more but still undercut other charging networks (if possible). Then hopefully that revenue goes into expanding the network further.
Every gas station in North America should have an EV station eventually. Maybe even giving some revenue to gas stations owners would incentivize gas stations owners to install charging stations. Similar to how government incentives solar panels
It’s almost like other companies were hoping EV’s would fail and working on ways to undermine the EV industry instead of building an infrastructure and new manufacturing models. Have fun playing catch up now.
They could still change there gas stations into EV charging hubs and make revenue. I’m sure large trucks would still rely on desiel but it will probably phase out too. I would want to see a wireless super chargers so when you park your car it charges. Would be great at malls and or multi story parking lots
I wonder what % of the total U.S. EV fleet are Teslas.
Tesla has easily been a majority of EV sales in the US since the Model 3 came out. It's been in the [80% range](https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/) recently with the Model Y. It's almost impossible to keep that level of market share with any serious competition, but in the short term it'll probably stay in that range, maybe even tick up a bit with the new Model S/X and the new Austin factory coming online next year?
Guessing how that translates to share of EVs on the road is kind of hard. The Nissan Leaf used to be the best selling EV, before the 3. But the batteries in older Leafs didn't hold up as well, so the percentage of them still on the road is probably lower, and the ones that are probably never use chargers for long range trips.
And that same logic probably holds for even new EVs from other companies. The charging options are typically somewhat worse (in some places, significantly worse) than the Supercharger network, so people with other cars probably choose to not take them on as many trips that require charging stops.
I'd guess that Teslas are easily a majority of the US EV Fleet, and probably in the 60-80% range? And then I'd bet that their share of charging stops is even higher than that.
They may have 24% of total public charging stations in the US but in terms of reliable public charging stations they probably have 90% of that market. Based on videos I've seen over the past year with other vehicles and charging stations it can be an absolute nightmare. If services like electrify america can't get their shit together everyone's just going to flock to tesla superchargers.
Tesla has always been about the energy. Automobiles were a proof of concept for the energy-storage future. Now they're a trifecta of companies.
Making $ off of every mile sold or making $ off every robotaxi kilometer (no matter the brand used) is what a platform does.
I don’t necessary think they need to have mega profits on their network, however, they should charge enough to accelerate the growth of the network significantly
Charging competitors vehicles more would be great, but might bit be allowed everywhere. I am not sure about that, just a thought. Either way it is more revenue for the company.
I think that's a huge opportunity to make more money from allowing to sell the energy to other EV's. Let's see how it will roll.
Could this end up turning into a monopoly issue 5 years down the line?
Or an oligopoly
Tesla would kill Ionity (not that they care) by charging double the normal rate and would still be cheaper and more abundant.
TSLA is set to dominate every aspect of EVs and transportation by automobile.
They should charge a bit extra, but make it refundable up to 3 years if you switch to a Tesla. Give a discount on the new car or something along those lines.
Really? I feel like the demand for Tesla cars is at least partly due to the vastly superior charging systems and supercharging network.
Wat is DoE
Department of Energy
It’s in the report on SG website