I'd seen some rumors that Tesla has been trying to slow down onboarding of other automakers to their charging network, so it's good to see information to the contrary. I still struggle to see how this ends up favorable for Tesla in the long run. They did not charge licensing fees for the connector, and even if they charge a premium to charge non-Tesla vehicles, now owners of Tesla vehicles are going to run into situa…
>> I still struggle to see how this ends up favorable for Tesla in the long run.
This will allow the rest of the charging infrastructure to become Tesla compatible. That may reduce the load on Teslas network, which they only built so their EVs could go cross country.
I still haven't received my free Ford adapter. Delivery date keeps getting pushed back due to "supplier" issues. I'm pretty sure the supplier is Tesla, and they're slow-rolling it for some reason.
Do you have a source showing they are charging higher prices for non Teslas?
This is common knowledge. I don't have a link to send you, but I've just looked up the closest supercharger on the Tesla website and it charges 0.55$ / kWh for NACS vehicles, while in my Tesla app the same supercharger shows 0.42$ / kWh.
I feel bad for people who can't charge at home. I get to charge at my residential 11.5¢/kWh. Though I don't go far from home very often so I've never charged anywhere else. If I wasn't getting this rate the savings over gas would get a lot narrower.
The downside is that when people are considering which car to buy, Tesla has enjoyed their charging network as a strong selling point that other automakers don't have
But they gain the selling point that charging Teslas is cheaper.
How much will owners of other manufacturers' cars pay for electricity at the Superchargers, compared to those who have Teslas? The article doesn't mention this (or I missed it). I'm curious to know what this adds up to over the life of a car.
I still haven't received my free Ford adapter. Delivery date keeps getting pushed back due to "supplier" issues. I'm pretty sure the supplier is Tesla, and they're slow-rolling it for some reason.
While I have no information here, I'd bet/conspiracy theorize that Tesla is looking to maintain exclusivity/low-ish congestion of its Supercharger sites for as long as possible, and using its position as a supplier of NACS adapters to do that. Demand for and purchasing of Tesla cars has gone down considerably[1], and I'd assert that Superchargers, which have historically been a positive for Tesla, catching a reputation for being "busy" would hurt Tesla even more. There are already regularly lines for charging at some of the busier Supercharger sites.
No licensing fees, but they are charging a premium for non-Teslas to use the superchargers.
No licensing fees to use the connector but do we know they didn't pay any fees for access to Tesla's chargers? EDIT - at least in Ford's case they've stated that they aren't https://www.cnbc.com/2024/02/29/ford-tesla-supercharging-par...
As a non-Tesla EV owner, I would happily pay surcharges for charging on Tesla's network if it meant I could reliably use my vehicle on extended trips out of town. Tesla charging network has a very good reputation for reliability, which is a primary concern if I'm traveling on the highway. It's not something I do often, so paying a premium once in a while to use my EV instead of my ICE vehicle seems like a decent tradeoff.
I still haven't received my free Ford adapter. Delivery date keeps getting pushed back due to "supplier" issues. I'm pretty sure the supplier is Tesla, and they're slow-rolling it for some reason.
While I have no information here, I'd bet/conspiracy theorize that Tesla is looking to maintain exclusivity/low-ish congestion of its Supercharger sites for as long as possible, and using its position as a supplier of NACS adapters to do that. Demand for and purchasing of Tesla cars has gone down considerably[1], and I'd assert that Superchargers, which have historically been a positive for Tesla, catching a reputati…
Just like how the Hyperloop was a scheme to prevent development of trains. Tesla doesn't try to make the best product, they just try to hurt the competition.
Great step. NACS is so nice compared to CCS 1. Can't wait for this to standardize and EV charging stations to stop being so novel.
This still feels a long way off. I have yet to encounter a charger, not made by Tesla, that has an NACS plug.
Everyone in the US has committed to NACS in the next couple years. The others are aware of this and if they are not completely stupid making plans. They will probably support CCS for a while in some form, but they will be doing NACS in the near future. It might be like regular/premium/diesel fuels - pumps support more than one hose (though wire is more expensive than a hose).
> I still struggle to see how this ends up favorable for Tesla in the long run. They're expanding their customer-base by maybe 2x or more. Those new customers will be be giving recurring payments to Tesla. For vehicles that Tesla didn't build. How is that not favourable?
Tesla doesn't break out the details, but I think it's generally understood among investors that they just break even on Supercharger. Their profit comes from their cars, and the Supercharger network was a competitive advantage to get people to buy the cars. I think they opened up the Supercharger network to ensure that the US didn't establish CCS as the standard and overtake Superchargers, such that Teslas have a com…
Gas is lower margin than the other things in a convenience store, but they sell enough more gas than anything else that much of the money is there. I haven't checked in 10 years, but at one time I did read the share holders information from a convenience store and for that brand it was about 1/3 gas, 1/3 tobacco, 1/3 everything else. Tobacco is very high margin but very few people buy it. The everything is is a nice high margin, and most people buy, but they don't buy every trip. Gas is what gets people in the doors and often is all people get.
But they gain the selling point that charging Teslas is cheaper.
How much will owners of other manufacturers' cars pay for electricity at the Superchargers, compared to those who have Teslas? The article doesn't mention this (or I missed it). I'm curious to know what this adds up to over the life of a car.
Short term it will likely be the same - Telsa has the most chargers, but they do not have a monopoly and they will be forced to charge the same to all just to compete.