Tesla Opens Superchargers in the U.S. to Other EVs: Price and Membership

By Nuno Cristovao
Tesla officially opens up select Superchargers in the U.S. to all EVs
Tesla officially opens up select Superchargers in the U.S. to all EVs
Not a Tesla App

Tesla has officially opened up select Superchargers in the U.S. to all compatible electric vehicles. This comes on the heels of news that Tesla has been retrofitting various Superchargers with its Magic Dock solution that allows Tesla to easily support the standard CCS connector in addition to Tesla's own NACS connector.

Europe

Tesla has previously opened up Superchargers in several countries around the world, although that was significantly easier for Tesla since Tesla uses the standard CCS connector in most countries outside the U.S. and Canada. In the U.S. Tesla needed to retrofit Superchargers with provide a solution that would support multiple connectors.

Magic Dock

Tesla needed to develop a solution to be able to continue to support their own NACS connector in addition to the CCS connector. The Magic Dock does that in an elegant and simple way. The Magic Dock houses a CCS adapter inside that locks onto the Tesla plug only when needed. Tesla owners will be able to continue charging at these stations without any changes.

Cost for Non-Teslas

Non-Tesla vehicles charging at Superchargers will pay a slight premium over their Tesla counterparts. An early look at Superchargers that Tesla has opened up reveals that Tesla is charging about $0.10 more per kWh to charge other EVs. This is about a 25% premium over Tesla's standard rate, although Supercharger prices vary by station and time of day.

Membership

Tesla is also offering a monthly membership option for non-Tesla owners who wish to reduce their price per kilowatt hour. For $12.99/month, non-Tesla owners can subscribe to lower their charging rate to be the same as Tesla vehicles.

There are currently no other benefits to the membership and non-Tesla owners are limited to the same Superchargers whether they have a membership or not.

The membership is only open to non-Teslas and will not lower the charging rates for Tesla owners, although that could be an interesting option if Tesla decides to consider it.

Idle fees

Tesla charges idle fees for vehicles that stay in a Supercharging spot after their vehicle has finished charging. The idle fees vary depending on how full the station is and they're waived if the station is at less than 50% capacity.

Tesla is charging the same idle fees for Teslas and non-Tesla vehicles.

Compatible EVs

If your EV uses CCS, or you have an adapter for your vehicle that can connect to a CCS1 connector then you'll likely be able to use Tesla's Superchargers. The only other physical requirement is that your vehicle's charge port has to reach Tesla's Supercharger cable without blocking access to others.

Congestion

While Tesla owners are right to be concerned about issues such as Supercharger congestion and dock blocking, Tesla is doing everything it can to minimize these issues.

Tesla has no plans to open up all of its Superchargers. Tesla told the U.S. government that it was going to open up 7,500 Supercharger stations to all compatible electric vehicles. This number includes current and future Superchargers.

The most popular Tesla Superchargers will likely remain exclusive to Tesla vehicles as Tesla doesn't want to make congestion worse at its most used locations.

However, non-Tesla vehicles will bring additional traffic to smaller Superchargers that are solemnly used, resulting in additional profit for Tesla, which will allow them to further expand their Supercharger network.

In fact, without Tesla opening up Superchargers to other EVs, some Supercharger locations may not be possible. When Tesla decides to open a new charging location one of the things they're looking for is the number of vehicles that will take advantage of the Supercharger and how long it will take Tesla to recoup the cost of opening the location.

Dock Blocking

Dock blocking is going to be a new term that we're unfortunately going to hear and experience more often. The term refers to vehicles in Supercharger locations taking up more than one spot and blocking access to other vehicles.  Tesla's Superchargers feature very short cables to reduce damage and risk. This works well for Teslas since their charging ports are all located in the same location.

However, not all EVs have a charge port that can easily reach the end of a Supercharger cable. Depending on the vehicle, this could lead to a vehicle taking up two spots, or going over the line to be able to reach the Supercharger's cable.

Stations Opened

Tesla appears to have opened up about eight stations across the U.S. yesterday. These stations are in various parts of New York and California but expect Tesla to open more stations soon.

In typical Tesla fashion, Tesla rolls out changes slowly as it gathers feedback. If Superchargers are working as expected Tesla will slowly open up more Superchargers as it retrofits old locations with its Magic Dock.

Although many Tesla owners may be worried about a worse experience at Superchargers, this is a big win for not only Tesla but for sustainable transportation. Tesla provides some of the faster and most reliable charging stations in the world and this change will help convince more vehicle buyers into choosing an EV.

Tesla's Shareholder Vote Results and Shareholder Event Video [Live Now]

By Karan Singh
Not a Tesla App

Yesterday on X, Elon Musk posted that the two key resolutions for the upcoming Shareholder Meeting were both passing by wide margins – and would subsequently go on to pass at today’s Shareholder Meeting.

Musk Compensation Package and Tesla’s Move to Texas

The two key resolutions, one on Elon Musk’s performance-based compensation package, and the other on Tesla’s re-incorporation to Texas, both passed in the preliminary stages. Each required a minimum number of ‘Yes’ votes to pass at the Shareholder Meeting.

The performance-based compensation package only required a simple majority – a certain number of Yes votes, with abstentions not counting as Nos. On the other hand, the move to Texas required a full majority, with abstentions counting as Nos.

Elon Musk declared his victory on X in these two key votes, and Tesla’s share prices moved favorably in post-market, and then again in pre-market trading. This is a positive indicator for Tesla and Elon Musk. On X, Elon recently agreed that given he has received a controlling stake in Tesla, he would work towards making Tesla the most valuable company on Earth.

Other Resolutions

The first five proposals are Tesla corporate proposals, while the remainder are shareholder proposals, and are covered in the table below. For more details, you can read Tesla’s Proxy Package. The proposals are ordered below in the order of presentation.

Resolution

Status

Elect 2 Directors for a 3 Year term (James Murdock, Kimball Musk)

PASS

Non-Binding Advisory-basis Executive Compensation

PASS

Move Tesla to Texas

PASS

Elon Musk’s Compensation Package

PASS

Appoint PricewaterhouseCoopers as Tesla’s accounting firm.

PASS

Reduce Director Terms to 1 Year

FAIL

Simple Majority Stockholder Voting

FAIL

Annual Report on Anti-Harassment and Discrimination

PASS

Freedom of Association and Collective Bargaining Policy

PASS

Report on EM Radiation and Wireless Technologies, and effects on humans.

PASS

Adopting targets and reports for sustainability metrics for executive compensation

PASS

Moratorium on sourcing minerals from deep-sea mining.

PASS

Shareholder Meeting Event

You can view Tesla’s shareholder meeting below:

Tesla Likely to Launch Robotaxi Service in Next 5 Years, May Account for 90% of Future Profit

By Karan Singh
ARK Invest

Tesla is on the verge of its Robotaxi announcement event on 8/8, and major investors like Ark Invest are examining and refreshing their bull case scenarios.

Robotaxi as a Focus

Ark Invest sees Robotaxi as a focus of Tesla’s ongoing business and sees Tesla’s autonomous ride-hailing revenue to net nearly $1 trillion in 2029. In comparison, they estimate Tesla’s vehicle sales to account for $0.4 trillion in revenue. With this bull case, Ark Invest also sees Tesla’s share price soaring to $3,100 by 2029. Ark Invest’s bear case sees the share price moving to $2,000 and robotaxi netting $0.63 billion in revenue.

Ark Invest gives Tesla a 58% chance of launching its robotaxi service in 2025, and a 38% chance in 2026. It’s clear that Tesla’s future lies in operating a fleet of autonomous vehicles and the question is just when it will happen. Given FSD’s massive improvements between FSD V11 and FSD V12, there is a possibility of Tesla meeting these estimates, although a lot depends on how fast improvements will continue to come. While FSD V12 is impressive, it’s still a long way from a true autonomous vehicle.

Rate of Improvement

Miles driven by Tesla FSD versus autonomous competitors
Miles driven by Tesla FSD versus autonomous competitors
ARK Invest

Ark’s case is focused on the fact that FSD’s rapid improvement will continue, and a lot of that may be determined with the next few releases, including FSD 12.4.1, v12.5, and v12.6. When comparing Tesla to autonomous vehicles, Tesla has a drastic lead in miles driven, in fact, it’s so large that you can barely even see Tesla’s competitors. Tesla is at 1.3 billion miles driven with FSD, while the closest competitors are just reaching 15 million autonomous miles driven. While there’s a drastic difference in capabilities between Tesla’s FSD and autonomous vehicles such as Google’s Waymo, Tesla has the ability to gather data 86 times quicker.

Training data is key to building autonomous vehicles, and Tesla is currently the king of vehicle-related data.

Services Company

We previously wrote about whether Tesla’s future will be as a car company or a services company – and major investors such as Ark Invest and Morgan Stanley see Tesla’s AI services as a major driver of business in the future, and the focus of future revenue and profits.

Robotaxi, as both a service and as a physical product, has the opportunity to shake up markets in a unique way, providing quick, clean, and safe transportation between local destinations in urban areas, which could quickly outcompete traditional services like taxis, and tech competitors like Uber or Lyft. The market for robotaxi is untapped and massive, but Tesla isn’t the only one chasing the goal.

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