3 ms·

I think the difference is that over time Tesla has streamlined mass production, installation, and reliable operation of their chargers. They are averaging 1.5

I think the difference is that over time Tesla has streamlined mass production, installation, and reliable operation of their chargers. They are averaging 1.5 charging stations installed per day over the last year in North America. Each of those stations has at least 8 chargers, some of them have 24, 40, or more. They have moved to pre-fab construction where a row of 8 chargers are all installed in a concrete slab that can be dropped into a site and commissioned in a very short time period. Basically nobody else is keeping up with them at charger deployment in the US and that creates a market opportunity for Tesla and a need to make some return on all of that construction by increasing utilization rates.

conjecTech 3y ago
The price of charging is already dominated by the marginal cost of electricity, in the same way the price of filling your gas tank is by the price of gas. That will only be more true as charging gets faster. So an advantage in fixed costs is unlikely to be much of a strategic benefit. If they can save 100k/stall, that's great. But that is only a few hundred million a year at that install rate.
- josephcsible 3y ago
  > The price of charging is already dominated by the marginal cost of electricity No it isn't. Most level 3 chargers are 3x-4x the price of electricity.
  - conjecTech 3y ago
    PG&E commercial energy rates in California are $0.36/kwh including delivery[1]. Tesla charges about $0.50/kwh[2]. [1] https://www.pge.com/tariffs/electric.shtml https://www.pge.com/tariffs/electric.shtml [2] https://electrek.co/2022/09/28/tesla-hikes-supercharger-prices-california/ https://electrek.co/2022/09/28/tesla-hikes-supercharger-pric...
    - stetrain 3y ago
      Up to around $0.70 now at peak times: https://www.reddit.com/r/TeslaModelY/comments/17bls7u/woke_up_to_new_supercharging_prices_here_in_socal/ https://www.reddit.com/r/TeslaModelY/comments/17bls7u/woke_u...
  - reitzensteinm 3y ago
    How are you estimating demand charges?
sundvor 3y ago
Cries in Australia numbers.. There are 79 sites in total (recent list1), and a different source gave me 1958 for USA (October 2023). With US population ~14x that of Aus (~350m vs ~25.5m), the ratio of chargers in the US is over double ours, plus your build output is way higher too. We share that the non-Tesla chargers are largely useless. 1) https://teslamotorsclub.com/tmc/threads/growth-of-superchargers-vs-teslas-evs-in-australia.317675/ https://teslamotorsclub.com/tmc/threads/growth-of-supercharg...

conjecTech 3y ago

The price of charging is already dominated by the marginal cost of electricity, in the same way the price of filling your gas tank is by the price of gas. That will only be more true as charging gets faster. So an advantage in fixed costs is unlikely to be much of a strategic benefit. If they can save 100k/stall, that's great. But that is only a few hundred million a year at that install rate.

josephcsible 3y ago
> The price of charging is already dominated by the marginal cost of electricity No it isn't. Most level 3 chargers are 3x-4x the price of electricity.
- conjecTech 3y ago
  PG&E commercial energy rates in California are $0.36/kwh including delivery[1]. Tesla charges about $0.50/kwh[2]. [1] https://www.pge.com/tariffs/electric.shtml https://www.pge.com/tariffs/electric.shtml [2] https://electrek.co/2022/09/28/tesla-hikes-supercharger-prices-california/ https://electrek.co/2022/09/28/tesla-hikes-supercharger-pric...
  - stetrain 3y ago
    Up to around $0.70 now at peak times: https://www.reddit.com/r/TeslaModelY/comments/17bls7u/woke_up_to_new_supercharging_prices_here_in_socal/ https://www.reddit.com/r/TeslaModelY/comments/17bls7u/woke_u...
- reitzensteinm 3y ago
  How are you estimating demand charges?

sundvor 3y ago

Cries in Australia numbers.. There are 79 sites in total (recent list1), and a different source gave me 1958 for USA (October 2023). With US population ~14x that of Aus (~350m vs ~25.5m), the ratio of chargers in the US is over double ours, plus your build output is way higher too. We share that the non-Tesla chargers are largely useless. 1) https://teslamotorsclub.com/tmc/threads/growth-of-superchargers-vs-teslas-evs-in-australia.317675/ https://teslamotorsclub.com/tmc/threads/growth-of-supercharg...