Bingo. Elon must be smart enough that his brain can predict the future. They might as well start talking about heading in this direction. As the article mention, things are unclear. I think they are going to be unclear for years.
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Tesla open up the SuC network [in UK]
- Thread starter kelvin 660
- Start date
Earnings are just one part of the equation as you need to look at net income, that is after expenses and tax. There’s also the loss of profit on car sales that ends up going to other manufacturers to factor in. If that was $26+bn, it wouldn’t be that smart an idea from Tesla’s point of view. Regardless of the profit for Tesla, I can’t really see that it is in interest of Tesla owners, unless they end build a load more Superchargers.Also, Goldman Sachs have suggested that opening up the SuC network could generate $25+bn a year for Tesla:
Tesla Superchargers estimated to make $25B+ in annual revenue when opened to other EVs
Elon Musk recently announced that Tesla is planning to open its Supercharger Network to other EVs later this year. Following the announcement, Goldman Sachs crunched the numbers and estimated that Tesla could make more than $25 billion in annual revenue by opening up its charging network to...www.teslarati.com
I don't think the price to charge has been mentioned by Elon. When they see it's ~£1/kw for a Ford mach-e, I don't think many Ford EV drivers will be using them unless its a dire emergency... But at least he can say they opened up the super-charger network...
Just consider a scenario where EM has a plan B - give all the services buildings total roof cover with solar panels. He could even roof over the car parks and fit some of his huge storage batteries and triple or quadruple or more the number of superchargers at each site and undercut the opposition....
He's got enough money to gamble. He could split off the superchargers into a separate business, and I'd bet the share price would spike fast...
South facing motorway embankments?
He's got enough money to gamble. He could split off the superchargers into a separate business, and I'd bet the share price would spike fast...
South facing motorway embankments?
SpareHeadOne
Member
I doubt it would go quite that far, but this is exactly what I've been thinking would happen if they open up; there's enough charging networks who already charge lower prices (or nothing) for owners of certain vehicles that preventing tailored charge scales would be pretty much impossible to legislate and difficult to argue against.
So I expect we might see prices twenty or thirty pence per kWh higher for third party vehicles; that will effectively allow the network to be opened but also keep third party usage to a minimum and still tip the scales in Tesla's favour when people are considering new vehicles.
Well, that would be good for about 10 minutes out of the 24hrs of Supercharging! Even though Gridserve Braintree has got every surface covered in panels they don't claim that it supplies very much of their charging needs ... (they have a huge solar farm in another location).
I did suggest covering the roofs of the buildings and the whole car park - not just the charger bays.. anything to take load off the incoming power supplies. It isn't likely that land nearby would be available for a solar farm at established locations, And with their battery systems they can charge those up when load on the supercharger banks is low such as night-time from the grid. Every little helps.
Elon likes to save money on non-essentials: cover for superchargers, gear stick, weather seals, radar, half a steering wheel....
Looks like the Musk has pretty much confirmed that the SuC network will be opened up to non Teslas:
There was a mention of dynamic pricing based on demand and charging speed, but no hint that non Teslas would be charged more.
There was a mention of dynamic pricing based on demand and charging speed, but no hint that non Teslas would be charged more.
PaulMD
Member
stopcrazypp
Well-Known Member
No way they do that given they are losing money even with the current rates, so no way they go back to free supercharging. But the talk about CCS pretty much means this won't reach the US, but I guess it is relevant for this UK subforum.
Masklin
Member
If I had access to superchargers in any non-Tesla I wanted, then for my next car it is 100% bye bye Tesla. No doubt about it.
I‘d then have to use an awful lot of Tesla supplied electricity before Elon recouped that loss, not that it seems he’s very fussed about it.
I‘d then have to use an awful lot of Tesla supplied electricity before Elon recouped that loss, not that it seems he’s very fussed about it.
Probably because so many cars still have free Supercharging. My last charge was 56kWh = £17.36 and took about 40 mins. There’s not many businesses that can charge you £30 per hour for waiting.
Appreciate SuCs arn’t 100% productive but it’s not often you see an empty site anymore in daytime. At those rates a site could be pulling in £300k per year if everyone was actually paying.
Without doing the maths in detail, an SuC site probably has a 15 year payback with lots of assumptions - profit was always going to be a long way in the future - once demand incresed and capital costs recovered.
Drew57
Active ember
I felt similarly until I had the chance to drive an alternative to Tesla for the past two weeks. Charging speed was slower, energy losses greater during AC to DC conversion, overnight drain greater and energy consumption higher.
I'm not so sure now.
I saw that. Couple of things spring to mind,firstly the cabinets and cables are designed for teslas where the charge port is always in the same place. Which means there are going to be some parking jenga needed for some makes of car, and I can see people taking up 2 stalls just to get the cable to reach. Also, I believe there is a legal requirement for contactless payment in all new chargers, so the app method won’t work. Apps are fine n all, but as experience shows they also seem to cause the most hassle. Not to mention, they are also going o have to increase the number of support staff and engineers to deal with the all the “I’m using the app and it’s not working” calls
symonds youtube channel should do a quick video taking a few non-tesla cars to a supercharger to see if they’d even be able to reach the cable.
MrBadger
Badger out
I don't think cable will be an issue. They retro fitted the additional CCS cables quick enough (felt like a couple of weeks for the whole network) when Model 3's came along so, ergonomics aside, it will be pretty trivial to retrofit a longer cable if needs arise.
The tombstones are designed to fit the length of the current cables perfectly.. if you make longer ones it's more than cable length it's a design change otherwise they end up dragging on the ground.
I'm sure Tesla is up to the challenge but it isn't trivial either.
I'm sure Tesla is up to the challenge but it isn't trivial either.
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