Elon Musk’s charging workforce layoffs appear to be taking their toll.
Through the second quarter of 2024, the enlargement of the Tesla Supercharging community slowed down significantly. The corporate deployed 224 new stations globally, 30% lower than a 12 months in the past. It was the bottom quarterly end in over two years—since This autumn 2021 when 222 new stations have been put in.
All of this comes at a time when the remainder of the EV business was banking on utilizing Tesla’s charging community to assist drive their very own gross sales and total development.
Near 60,000 Tesla Supercharging stalls
The worldwide variety of Tesla Supercharging stalls on the finish of the quarter approached 60,000. The variety of stations was nearly 6,500.
The variety of new particular person connectors in Q2 amounted to 2,017, which is a 31% decline year-over-year and the bottom quarterly quantity in three years—since Q1 2021 (1,238).
Tesla mentioned in its Q2 monetary report that also intends to proceed to develop the Supercharging community, outpacing the remainder of the business in North America: “We proceed to develop our Supercharging community—and count on to deploy extra capability this 12 months than the remainder of the business mixed in North America—with a give attention to capital effectivity, congestion and improved protection.”
Nevertheless, evidently the expansion fee is likely to be slower than prior to now few years.
Tesla Supercharging community – Q2’2024 outcomes (YOY change):
- New stations: 224 (down 30%)
- New particular person connectors (stalls): 2,017 (down 31%)
- Connectors (stalls) per station on common: 9.0 (down 2%)
Within the first half of the 12 months, Tesla put in 521 new Supercharging stations and over 4,700 particular person stalls. Each numbers are decrease than within the first half of 2023.
Tesla Supercharging community – Q1-Q2’2024 outcomes (YOY change):
- New stations: 521 (down 11%)
- New particular person connectors (stalls): 4,704 (down 17%)
- Connectors (stalls) per station on common: 9.0 (down 6%)
For reference, in 2023, Tesla put in greater than 1,270 new Supercharging stations and over 12,400 particular person stalls.
In relation to the present dimension of the community, on the finish of the quarter, it consisted of roughly 6,473 stations and over 59,596 particular person charging stalls. That is nearly 1 / 4 greater than a 12 months in the past.
Tesla Supercharging community – cumulative numbers (YOY change):
- New stations: 6,473 (up 23%)
- New particular person connectors (stalls): 59,596 (up 24%)
- Connectors (stalls) per station on common: 9.2 (up 1%)
After the weaker-than-expected Q2, Tesla ought to attain 60,000 Supercharging stalls in Q3.
The variety of Tesla Superchargers – stalls (globally):
- 1st: September 2012
- 10,000: June 2018
- 20,000: November 2020
- 30,000: November 2021 (+10,000 in 1 12 months)
- 35,000: June 10 2022 (+5,000 in roughly 7 months)
- 10 years: September 2012-2022
- Europe (10,000): October 5, 2022
- 40,000: November 22 2022 (+10,000 in 1 12 months)
- China (10,000): December 26, 2022
- 45,000: April 9, 2023 (+5,000 in lower than 5 months, +10,000 in 10 months)
- 50,000: September 8, 2023 (+5,000 in roughly 5 months, +10,000 in lower than 10 months)
- 55,000: January 4, 2024 (+5,000 in roughly 4 months)
Non-Tesla Supercharging
Tesla continued to develop the Non-Tesla Supercharger Pilot, which is on the market at choose stations in some markets.
Within the U.S., the primary manufacturers, Ford and Rivia, —obtained entry to Superchargers via NACS to CCS1 adapters. Nevertheless, the progress is slower than anticipated as a result of restricted provide of Tesla-provided adapters. Ford not too long ago reported that offer constraints affected its plans to equip clients with free adapters. We anticipate that this may trigger delays for different manufacturers too.
Nonetheless, Tesla intends to steadily open the community to extra manufacturers: “In an effort to extend EV penetration, we stay dedicated to opening the community to non-Tesla EVs, and plan to onboard extra OEMs in North America by the tip of the 12 months. Over time, community utilization ought to proceed to extend, driving income development and revenue technology.”
To make the Superchargers extra accessible to non-Tesla EV drivers, the brand new V4 stalls within the U.S. include an built-in CCS1 adapter (aka Magic Dock), a contactless financial institution card reader and a small show. By equipping the chargers with these options, the Tesla app may not be wanted to begin a charging session sooner or later.
Supercharging Energy
As of right this moment, Tesla Superchargers supply a peak energy output of as much as roughly 250 kW, nevertheless it’s anticipated to extend fairly considerably.
Up to now, there have been stories about 300 kW and extra sooner or later, and a rumor about 324 kW within the case of V3 Superchargers.
In 2023, Tesla launched its first V4 Superchargers in Europe. In the USA, the primary V4 installations have been noticed in a couple of states in October 2023 and launched that month. The V4s within the U.S. are outfitted with an built-in CCS1 adapter (aka Magic Dock), a bank card reader, and a small show, to deal with non-Tesla EVs.
Tesla Superchargers peak output:
Individually, Tesla is constructing quick chargers for electrical vans (Tesla Semi) – identified additionally as Tesla Megachargers), which are promised to supply a megawatt charging stage.
Gross sales of chargers to different networks
Within the fourth quarter of 2023, Tesla began gross sales of DC quick charging options to different charging networks around the globe.
Thus far we’ve heard solely about a couple of offers associated to the charging tools: the primary deal was with BP (BP Pulse community within the U.S. estimated at $100 million). In November 2023, EG Group introduced the acquisition of Tesla’s electrical automobile ultra-fast chargers for its EV Level enterprise in Europe. The primary V4 chargers have been launched on the EV Level community within the UK in March 2024.
