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Supercharger access delayed until "later in 2025"

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11K views 142 replies 31 participants last post by  F1Geek  
#1 ·
From a dealer bulletin issued this week. Customers will be notified starting the 15th.

 
#3 ·
^that, and 0% surprised at the delay.

T is going to drag this out as slowly as possible, until the Feds/states start threatening to cut the money off. They got the victory they wanted, and don't GARA what happens to other companies or their drivers.
 
#4 ·
^that, and 0% surprised at the delay.

T is going to drag this out as slowly as possible, until the Feds/states start threatening to cut the money off. They got the victory they wanted, and don't GARA what happens to other companies or their drivers.
Cut off what money?
I haven't read anything about how Tesla can receive any public funding for opening up V3 Superchargers to all CCS1 marques.
(Some relatively small number of NEVI-funded stations are Tesla V4, but that is unrelated to opening up CCS1 access to V3 stalls.)
 
#5 ·
Prezactly my point.
T has 0 incentive to ACTUALLY open the network to other MFG's. Those companies have already committed to changing to NACS. With that victory, T now has less incentive to open the network than before. If there are no financial penalties to stretch it out indefinitely, why bother actually doing it?

All the other companies now have to make changes, not T. Charging companies and car companies will change to NACS. T has to do nothing at all, not even open non-magic docks to other cars, unless there are timeline-based financial penalties.
 
#7 ·
...well, maybe so, as Musk keeps telling us T isn't a car company. ;)

None of that comports with Musk firing the entire division when he did, though. Why hobble the most profitable division like that, unless maybe not as much a genius as they would like us to imagine?
 
#8 ·
Yeah, I agree. That's literally insane on Elon's part. I'm guessing that the woman who ran the SuperCharging division had a fight with him (remember he demanded that each department cut 25% of staff about a year ago?). She probably pushed back and said, "I'm your most profitable vision, and one of your post capable and popular VPs, I'm not going to fire anyone, you'll have to fire me first!". And he said, "Well, I'm going to just fire everyone then!!". :mad:

I was truly a stupid and rash act, by a petulant person, and clearly not optimal for Tesla's business. He's caused tremendous delays and had to even hire back many of those terminated SuperCharger division staff members at much high salaries!! So I'm sure his decision is costing Tesla billions of dollars in the near term.

That said the Tesla Supercharger roll out to non-Teslas will eventually happen for everyone. It's just being delayed by 6 months due to Elon's bad mood. :cry:

I've been following this industry pretty closely, slowly but surely Mercedes, Ionna, Electrify America are continuing to make big investments into N. American EV charging infrastructure. They will all support both NACS and CCS, so I imagine if we come back to this thread in 5 years, no one will even care about Tesla Superchargers. Tesla were the first, they were the best, but they won't stay in the lead forever - unless there is a leadership change! :sneaky::giggle:
 
#9 ·
"Prezactly my point."
I had thought your point was:
"T is going to drag this out as slowly as possible, until the Feds/states start threatening to cut the money off."
... which is a puzzling point, since there is no money to be threatened to cut off for V3 universal CCS1 access.

Setting that aside, and turning to the new point:
"If there are no financial penalties to stretch it out indefinitely, why bother actually doing it?"
Yes, there is no stick.
But there is a carrot in the form of the add'l net income on the revenue from CCS1 charging at V3 stalls (that aren't also Magic Docks).
Tesla is also free to charge whatever it wants to per/kWh.

As for NEVI funding, yes, the V4 design meets the specs.
But Tesla has to win NEVI awards from state-level DOT contracting.
And despite the misleading headline of this article from about a year ago:
... Tesla has been wildly UNsuccessful in winning state-administered NEVI funding:
"So far, Tesla is the winning bidder to build chargers at about 18% of the sites selected by states using the federal dollars to fund fast chargers, more than any other company, according to data from EVAdoption, an EV and charging analytics firm. Tesla has won around $8.5 million of the roughly $77 million awarded so far."
... as $8.5m is trivial for Tesla, winning less than a fifth of the site awards (which says something about the state-level vendor selection process).

This piece:
... cites an even lower share of only 14%, but with no specific citation.

So far (at least according to information I have been able to find), Tesla has opened just a single NEVI-funding station, in Rockland Maine (with eight stalls, perhaps the smallest new Tesla station anywhere).
Meanwhile, just in New England, NY, and NJ over the past year or so, Tesla has opened about at least about a dozen stations with Magic Docks, both V3 and V4.
Perhaps some state funding was involved, but not via NEVI.

The most recent count:
... is -- after $7.5b was allocated by Congress three years ago -- 17 stations with 69 ports (which doesn't add up, since the min is 4 per station, which would mean 68 four-port stations plus a single five-port station, but the Tesla station in Maine has eight, so something is off with this figure).
Even since the big bad news in the spring about Tesla cutting back on its expansion, Tesla has opened up stations with a cumulative stall tally many multiples of what NEVI has achieved in three years, all w/o any direct public funding.
 
#10 ·
"[...] slowly but surely Mercedes, Ionna, Electrify America are continuing to make big investments into N. American EV charging infrastructure."

re EA, sure, but only b/c the consent decree required $2b in charging infrastructure and related EV initiatives.
After 2026, EA is no longer required to do ... anything.
So whether VAG (and 9% partner Siemens) decides to sell off EA, or keep it operating as is, or expanded to some extent ... TBD.
But given that everything EA has done so far has been to fulfill a lawsuit settlement, I wouldn't expect much.

Ionna by contrast after its announcement in July 2023 has yet to invest much at all (operational station count = zero; "broken ground" station count = one), but perhaps the JV will eventually deliver on its PR promises.
(Perhaps...)

MB seems to so far have a station at its HQ nr Atlanta, plus a dozen Buc-ee's.
Along with boasts about more to come, but we'll see about that...
 
#11 ·
I really know little about all this, but how can they be so bad at giving out NEVI money???
You might think, "Well thats the federal govt for you.." But I hear the states are taking way too long - and in some cases haven't even given ANY of the money out!
Why did the states have to be involved at any level - couldn't the federal program have provided funds directly to the companies - AND couldn't it have been on CONDITION of showing us a completed and operational station; then we'll pay you?
Sorry, if this is discussed elsewhere just point/link me.
 
#13 ·
I really know little about all this, but how can they be so bad at giving out NEVI money???
You might think, "Well thats the federal govt for you.." But I hear the states are taking way too long - and in some cases haven't even given ANY of the money out!
Why did the states have to be involved at any level - couldn't the federal program have provided funds directly to the companies - AND couldn't it have been on CONDITION of showing us a completed and operational station; then we'll pay you?
Sorry, if this is discussed elsewhere just point/link me.
I really do wish I knew the answer to this. The money was allocated years ago and given to the states. Now each state has to set up their own program, policies, and then have a system to vet vendors and maintenance providers. This is taking FOREVER!! It would be so much easier if this was a national program.

On the other hand, to play devil's advocate, I can imagine it's much more politically expedient to do it at the state level. As a selfish consumer I want all the money to go to company and just it done quickly. (Just pay Elon billions and it stinks but I'll hold me nose to get Tesla Magic Docks everywhere!!) But I were a congressperson from Wyoming or West Virginia, I wouldn't want money and jobs only going to Tesla in California and Texas. I don't care about EVs, and I would just want to make sure I can grow jobs and business in my own state by focusing on EV vendors there. So might take a couple years longer to get done, but at least my state gets the "pork" !
 
#12 ·
^ I’ve been wondering about that also!

In general, Congressional legislation allows the relevant executive branch agency lots of leeway in how that legislation is actually implemented.
So could U.S. DOT have implemented a better process? I have no idea.
Certainly, many states could have done better. Although U.S. DOT requires each state DOT to prepare comprehensive plans. I’ve browsed through a few of them - the ultimate in Paralysis Via Analysis!
Especially in any state where the major transportation corridors are already covered by Tesla (which is almost every state), just shadow the Tesla station locations!
And even aside from that, if some of the locations end up being suboptimal, better to build some suboptimal locations now and plug in the gaps later.
(The eighth NEVI station in the nation was bizarrely cited, by Vermont, which has obvious optimal locations, except apparently to whoever chose Bradford. But fortunately it’s perfectly located for … ME! And I don’t have to worry about competition, hah.)
 
#14 ·
Pretty simple answer, unfortunately:
Twitter likes.

Red-state politicians wanted to be able to reject the money.

Y'know, to pwn teh libs!

Can't be forced to install EV chargers if they don't take the money.

Can't possibly buy an EV if the infrastructure doesn't exist yet to support them.

So, they get Twitter likes from those that buy into the right wing BS, and campaign cash from Exxon/Chevron/Shell/BP and Detroit.
 
#23 ·
VW and Merc will get access later this year - Feb for Merc and July for VW if all goes to plan. Agree EA has gotten a lot better. Dealer DC charging usually slow, turned off, behind locked gate, or broken, in my experience.
 
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#82 ·
My husband has a Genesis GV60, and it looks like Genesis officially got access a few weeks back, not long after Hyundai and Kia. Genesis is in the process of sending out the emails for owners to confirm their addresses to receive the free adapter. We haven't gotten ours yet, but seeing lots of people in the Genesis groups getting them.
 
#33 ·
DIdn't JLR buy back several thousand I-Paces? Maybe that's all the I-Paces? BMW should jump the queue if that's true. Still, BMW has indicated it wants to sell us its approved adapter, so we'll have to wait for that to available first before there is any hope TSCN access. On a related note, why does BMW no currently sell an official AC J3400-J1772 adapter?
 
#34 ·
Don’t Tesla and third parties sell adapters for destination chargers? Those should be J3400 to J1772.

I have not heard any issue about non-compatible destination chargers. We have had destination charger access for years and BMW did not send us any info about incompatible adapters.
 
#35 ·
Tesla no, others, yes. But I am surprised BMW doesn't want to sell us the OEM BMW J3400/J1772 AC adapter. Not a biggie - my A2Z 80 amp AC adapter works fine.

Never heard of an incompatible adapter. Just haven't heard of the official BMW approved/sold adapter.
 
#37 ·
No. That is the reason I mentioned it. BMW indicated in a letter last year that it wants us to use the "official" OEM BMW J3400/CCS1 adapter for DCFC at TSCN, so I am surprised it wouldn't want to also offer/sell us an OEM J3400/J1772 AC adapter. I honestly don't care that much but it seems BMW is leaving some money on the table here.
 
#40 ·
Or saving the cost of developing a device without a large market.
Maybe. BMW could probably put its name on a third party adapter and sell it for a profit. I bet there are other "BMW" products that don't cost BMW anything to develop.
Exactly -- no car manufacturer (besides Tesla) manufacturers its own EVSE. And many of them contract with Lectron or A2Z to just put their logo on what is also sold as aftermarket EVSE.
 
#44 ·
If things don’t get delayed again, we should get access in May. BMW is also going to have new DC and AC adapters available. No word yet on the price, but they’ll be available to order on the BMW online shop.
 
#47 ·
UL 2252 became a standard on 19March2025.
Now OEMs can require UL certified adapters to be used with cars. BMW partner (Probably Lectron based on Honda/Acura, Ford and GM using Lectron mfg) can quickly certify J3400/CCS1 adapter - cerification of Lectron adapter already in progess, according to Lectron CEO - and offer it to us by end of April, I hope, along with TSCN access.