I was going to post this in the Harris Ranch 80 stall expansion thread, but this is more of a general question so posting here. I'll use the 80 stall site as an example though. I was wondering if the utilization rate of any given site would increase linearly with the number of Tesla's in use. You would think yes, but I believe the answer is actually no, as Tesla has some control over it...
The number of people traveling from LA to SF on any given day or holiday would certainly scale linearly based on number of Tesla's out in the wild. A site with 80 stalls will probably, at least for now, only be 100% utilized on several days a year. But I don't think that Tesla will need to expand that specific site another 80 stalls when their number of vehicles doubles. Why not?
Two reasons come to mind: 1) Much greater density of Superchargers on the route, 2) I think Tesla will further roll out dynamic pricing.
The greater density allows users to choose from a number of different sites, and they are provided quasi real time data concerning current usage, and possibly soon even estimated usage upon arrival. If you let your car navigation system pick the Supercharging site, it could take that into account. Software is cheaper than hardware.
For the rare days when any given site starts filling up, Tesla will know based on historical data and current traffic routing when any given site will hit 100%. Not necessarily exactly, but close enough. An 80 stall site is easier to predict than an 8 stall site, because a few random actions won't have as great an affect. I think that Tesla will use this knowledge to further implement dynamic pricing.
They already do this to some extent by offering discounted or free charging on Holiday weekends during off-peak hours to avoid congestion. Dynamically adjusting pricing on an hourly basis could smooth the traffic out even more. Discounted rates or elevated rates are a very good incentive to avoid peak times. Another case of software being cleverly used to avoid having to expand an already large site. This coupled with greater site density in any given travel corridor gives Tesla all the knobs they need to dial down traffic at sites that they know will get congested.
Limiting charging to 80% at busy sites is another way to increase vehicle turnover at any given site. I sometimes get the 80% message in Baker at 6am when I'm the only one there. So some fine tuning on Tesla's part is certainly in the cards.
It still has me wondering what the "end state" will be in say 5 years if 10% of the total vehicles on the road in California are Tesla's. I think by then there will be many more L2 destination chargers and home chargers that will reduce Supercharger demand. I charge in Vegas at a casino that offers free L2 charging, so I typically plan on arriving with about 15% charge.
There is evidence that Tesla can build Supercharger stations much cheaper than other providers. Given they are flush with cash there is every reason to build as much as required, taking into account the above. Even allowing other EVs to use the system at added cost.
Anything I missed?
RT