Date: 2023-02-28 Browse: 9 Form: 本站

Tesla was "forced" to turn in the charging posts

Tesla probably didn't think it would one day be saddled with the responsibility of "getting rich first and getting rich later".

Tesla has 17,711 superchargers, or about 60% of the total fast-charging stations in the U.S., which add hundreds of miles of range in an hour or less. There are also nearly 10,000 "destination" chargers with Tesla plugs that can charge vehicles overnight.


Tesla has exclusive access to the largest high-speed charging network in the United States, which used to be its core advantage. Why? Because Tesla is about to start opening up its charging piles to competitors.

Tesla will soon begin opening "select" superchargers to non-Tesla electric owners in the U.S. and plans to double its network to 7,500 superchargers for all electric vehicles by the end of 2024, both the company and the White House have confirmed.


That's 3,500 superchargers along highways and 4,000 "destination" stations at slower speeds in public places like hotels and restaurants.

"Opening part of Tesla's charging network to all drivers would be a big deal with big implications," Biden wrote on Twitter, something he had already prepared for and facilitated.


Tesla CEO Elon Musk responded, "Thank you. Tesla is pleased to support other electric vehicles through our charging network."

We can see that this is not Musk's benevolence, but a win-win situation between the White House and Tesla in the electric age. This could help turn Tesla into a general purpose "gas station" for the electric car era, but it would also undermine Tesla's competitive advantage.


Not to be outdone by countries envious of China's rapid development in the electric sector, the Biden administration has launched a federal plan to promote electric vehicle adoption. The goal is to build 5 million electric charging stations by 2030, a daunting goal compared with 1.3 million now.

So the opening of the Tesla charging post will speed the federal program to victory.


But Tesla isn't a charity, and Musk isn't a philanthropist who has to pay for the U.S. government's electric dream, so there must be plenty of temptation.

First and most immediately, Tesla will get a slice of the $7.5 billion federal program in the United States, which will give it billions of dollars in incentives to deploy more charging stations and expand its network.


If Tesla adopts CCS, the "compatible charging system" proposed by the federal plan, as its standard, it could even claim a chunk of the $7.5 billion in federal funding.

With electric cars taking over, Tesla could become the world's largest charging network operator. Some experts predict that Tesla's network of superchargers could bring in billions of dollars a year just by selling electricity to all electric vehicles.


Of course, money is hard to come by. The government requires charging networks to use standardised payment options and different types of plugs, but White House officials are confident: "Tesla has the hardware and software solutions to support CCS."

Rather than a win-win situation for the government and Tesla, Tesla has no choice. After all, billions of dollars means that either Tesla follows through on its plans or it has to watch other chargers, including EVgo Inc and ChargePoint Holdings Inc, take over the market with the help of the government.

Consumer Reports analysts said, "There's no question that the $7.5 billion federal charging investment threatens Tesla's competitive advantage, which is really the whole point of the plan."

But some are happy and some are sad.

Tesla's Supercharge network is recognized as the best DC fast charge network in the world, especially in the United States and other charging networks are very different.

It has long been considered one of Tesla's competitive advantages, or moats, and the biggest reason consumers choose to buy a Tesla because of the ease with which the web allows for long, largely anxy-free drives.

Now that Tesla is opening up its network of superchargers to other electric vehicles, Tesla owners are divided on the issue, with some unhappy with the move.

Since the announcement, Tesla owners have expressed concern that adding more non-Tesla owners will hurt them by increasing wait times at superchargers. Others argue that this is unfair because early Tesla owners paid for the deployment of the Tesla network, which is like planting trees for future generations.

Tesla's investors worry that this will have a negative impact on Tesla's business by eliminating the supercharging network's dominance and allowing other electric car brands to emerge.

But opening up will also facilitate the commercial landing of its Energy business, into which a supercharging network will be incorporated, much like Tesla Energy or Tesla Electric, which technically sells electricity as a commodity.


While much of the focus has been on Tesla, the fact that Tesla is opening up its supercharger network to competitors in exchange for government subsidies is only part of the plan, the legislation itself is more interesting.

The new alliance could stir up the global market for charging piles. Federally funded electric vehicle chargers will have to be made in the United States, and 55 percent of the cost of a charger will have to come from American parts starting in July 2024, according to the final rules for the National Network of Electric Vehicle Charging Facilities. It is hard not to worry in Europe that the rules will discriminate against non-American electric car makers.

"Made in America" charging piles for electric vehicles is a core part of the Biden administration's plan to address climate change. The United States is expected to promote the rapid expansion of charging infrastructure, and the new regulations will promote the opening of new markets for electric vehicles in the United States, bringing new growth.

Europe, the United States and China in the field of new energy vehicles you fight for my catch, countries are also surprising. The European Parliament has just adopted the "2035 Zero Emission Agreement for new fuel Cars and pickup Trucks in Europe", which means that Europe will stop selling new fuel cars and pickup trucks in 2035, and will fully enter the era of new energy vehicles.

In the United States, starting from electric vehicle charging piles, the fundamental factors restricting the promotion and development of new energy vehicles have been solved, pushing the race of electric vehicles to a fever pitch.

Although China is not lagging behind in the field of new energy vehicles, China's new energy charging piles also face the problem of imbalance between supply and demand in the market. By October 2022, there were 4.708 million new energy charging piles in China, with private piles accounting for 64.3% and public ones less than 40%, of which more than half are slow charging piles.

China has also mobilized the national power, not only The State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)" proposed to provide financial support for the construction of charging piles as public facilities.

All provinces and cities across the country have also introduced corresponding policies, giving corresponding subsidies and rewards to enterprises that contribute to the charging network of new energy vehicles.

This is a new round of competition, can build a cannon is only a stage of victory, and a steady flow of "supplies" and "ammunition" is the key to victory.

There is still a long way to go in this new energy war, but every step in time is crucial.

Do not hesitate to contact us for more information!

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