This is actually quite true. There were absolutely no threats or talk of consequences. But what has sparked the debate and to some extent (to some people) fear is that reading between the lines shows that Tesla likely do not consider supercharging free and unlimited.
+1
I also agree Tesla have made no statement on this.
It doesn't mean I'm personally not worried about it. My take there is a problem with the business model, be that congestion or cost. If it wasn't Tesla would have just let things carry on.
If it was specific key sites where congestion was an issue, they could simply have had staff on site asking politely (or monitoring). Letters to users is more appropriate in my view if a wider change is going to come into force. (Again maybe wider spread congestion issues, or overall cost). So my take here is there is no smoke without fire.
Here in the UK when o2 realised a small fraction of the users were using the majority of the unlimited bandwidth on the iPhone contracts, this is exactly what they did.
1) "Educational Letter" It had no legal teeth, and ultimately had little effect.
2) Discontinuation of the offer, and grandfathering the old users.
3) Bleed out these contracts by refusing to offer phone upgrades on similar terms.
IF Tesla are on step one of this playbook. Steps 2+3 are likely to come into effect with the X launch.
Personally I don't think this is a bad thing per se.
- For original owners grandfathering has little impact, if anything it bouys the resale value of their cars.
- For investors it removes the worry of unbounded future expense/capex.
- For all we get clarity of the offer.
Right now Supercharging has done it's job of proving long distance travel is possible in an EV*. The savings motivation, is now becoming more of a driver for new sales, and inevitably draw in those on higher mileages, just exacerbating whatever problems (if any, though congestion is I think generally accepted).
Maybe still free up to x000 Supercharger miles (or kWh) per year, then PAYG.
*This is exactly the messaging I expect Tesla to put out