So not crippled, and certainly not a reason to turn down Nevi money.
There are plenty of reasons Tesla might want to turn down the money. (Just like they recently turned down the ~$6M they were awarded from California because they didn't want to meet the requirements.)
Some of them could be:
- Required to have a 24x7 number to accept credit cards over the phone.
- Required to accept payment through any other charge network vendor. (Do they really want to share a portion of the money with EA, EVgo, ChargePoint, Ford, etc.)
- Required to share live stall usage data with everyone via API. (Tesla has actively resisted this, and changed their API to prevent it.)
- Some states/territories may require on-site physical credit card readers.
- Some states/territories may require on-site physical displays.
- Some states/territories are going to require Plug&Charge support.
- Locations dictated by NEVI AFCs and being ~50 miles from the next closest NEVI AFC site and within one mile of the AFC.
- MagicDock may not qualify for NEVI funding as it isn't really a permanently attached CCS Type 1 connector.
- Tesla probably doesn't want to wait for NEVI funding. The first NEVI funding likely won't be issued until early next year, Tesla isn't going to wait a year on their quest to double the network by the end of 2024.
- Not wanting to be subjected to the FUD about Tesla only surviving because of the Millions/Billions of dollars given to them by the government.
If they do submit proposals they will likely be competing against a lot of other companies, some of which are likely:
- Electrify America
- EVgo
- ChargePoint
- Blink
- EV Connect
- Greenlots
- West Coast Electric Highway
- CircleK
- TravelCenters of America
- Flying J Truck Stops
- Pilot Truck Stops
- Shell Recharge
- Exxon
- Rivian
- Local Power Utilities
Tesla V4 supercharger, as part of their plan to support the 1000v Tesla Semi at a megawatt, can certainly handle 350kW at 800v if they wish to deploy in Oregon.
Tesla hasn't released any V4 Supercharger specs. Tesla Semi charging doesn't use the Superchargers, it currently uses the MCS protype 2 connector. (Which is likely using the V4 cables that they shared details of at the Semi delivery event.)
You are assuming that if Tesla submits a proposal to all of the 52 states/territories that they would be selected for some/all of the NEVI funding. That isn't guaranteed at all. Most of the places that Tesla would want to install sites aren't likely to be open for NEVI funding. (Tesla already has most of the NEVI AFCs covered.)(A better approach might be to say, "Hey, Oregon, if you don't want any more Tesla stations, that's up to you, but why don't you fix that law and let us do our job?)
I suspect the most likely places would submit proposals for are in Northern states like Montana and North Dakota where Tesla doesn't already have the AFCs mostly covered.
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