I hope this thread and the sister thread over on the Tesla Motors site finally convinces Elon to burn some headcount on an actual corp comm team. Instead, they have taken a position that I think the vast majority of owners would support (discouraging locals from apparently hogging SCs) and handled it a way that needlessly pisses off customers and creates FUD for current owners, potential buyers and detractors, and undermining one of the key selling points of Tesla. The self-inflicted wound was unnecessary.
For the record, I do not think they will make material changes to the Supercharger network: Tesla recognizes ubiquitous, dependable, predictable infrastructure is a key to successful adoption (look at all the
fun FCEV owners are having, or the lottery that is the Nissan Dealer-based Chademo network). Its a huge marketing win for them and, IMO, a great tool in helping first-time buyers overcome range anxiety.
Quite a few folks have mentioned cost-containment. I do not think that is that case. Quoting from the latest
10Q (emphasis added):
As of June 30, 2015 and December 31, 2014, the net book value of our Supercharger network was $139.8 million and $107.8 million and currently includes 480 locations globally. We plan to continue investing in our Supercharger network for the foreseeable future, including in North America, Europe and Asia and expect such spending to be approximately 5% of total capital spending over the next 12 months. During 2015, this investment will grow our Supercharger network by about 50%. We allocate Supercharger related expenses to cost of automotive revenues and selling, general, and administrative expenses. These costs were immaterial for all periods presented.
Looking at it another way, there is a reserve of $36.4M for "Supercharger access" which works out to a reserve of about $460 for each of the ~78,000 Model Ses sold (yes, I know not everyone has Supercharging, but I am being conservative). At $0.1055/kWh (average price for commercial service in the US per EIA) and an efficiency of 320wh/mi, that's over 13,000 Supercharged miles per car. For most of you, that would be more than a year of driving. I would argue the
typical owner will flip their car before they burn through their reserve and the outliers (high/low milage and long/short ownership) will balance each other out.