Tesla recently announced they had placed their 40,000th Tesla Supercharger, making them the world’s most extensive DC fast charging network. But where will the company expand to next?
Like all other companies currently producing electric vehicles, Tesla has always faced the issue of offering charging to its buyers. Even today, with Tesla’s supercharging network being as extensive as it is, it is nowhere near the scale of gas stations available to ICE vehicles. Ultimately, this leads to a poorer ownership experience for EV drivers. Looking globally, there are a few areas where Tesla may want to expand first.
40k Superchargers around the world — and counting pic.twitter.com/w6tShTkwPA
— Tesla Charging (@TeslaCharging) November 22, 2022
First, it is essential to recognize that the Supercharger network has requests for new charging locations everywhere, and it will likely be working on expanding its network for years to come. The best thing that Tesla can do is intelligently place upcoming chargers. Below are just some of the challenges and opportunities that Tesla may find helpful in the near future as the Supercharger network grows.
North America –
Tesla has a massive presence in the North American market, particularly in the United States, and one of the primary reasons for the company’s success has been its extensive Supercharger network. But even here, Tesla will need to expand as more and more people switch to Tesla products by the day.
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Foremost is the concern about city/urban charging. Because most people don’t have access to charging at their homes in dense urban areas, they are forced to use Supercharging locations. And while Tesla has already focused on making charging available in these communities, the daily lines for charging and the enraged Twitter posts indicate that more will be needed as soon as possible.
At the same time, ensuring that charging is located in rural areas is another concern. People in these communities have the opposite problem as those who are in the cities. While they can often easily charge at home, they lack access even to Tesla destination charging near them, effectively forcing them to drive far out of their way to charge their vehicles quickly.
Finally, while the United States and Canada have been serviced fairly well in terms of Tesla charging, Mexico lags years behind in terms of development. Despite having a multiple times bigger population than Canada, Tesla Superchargers are exceedingly rare outside of Mexico City. Hopefully, by introducing more charging infrastructure to the country, Mexico can also grow the demand for electric vehicles.
Europe –
While North America and China have seen dramatic growth in Supercharging locations, Europe has seen more conservative growth, mirroring the demand for Tesla products on the continent. And while Europeans have a wealth of options for electric vehicles (certainly more than in the United States), Tesla should consider an expansion of charging in Europe as a form of leverage to entice buyers away from other brands from Stellantis, Volkswagen Group, and Renault Group.
The three major markets on the continent, France, Germany, and the United Kingdom, are likely on the top of the list for Tesla. The company entered these countries first as they came to the European market, yet with exponential demand for their products, they will be pushed by consumers to construct more chargers here first.
At the same time, countries that Tesla has only recently expanded to, including Spain, Italy, and Portugal, will be looking for more charging. And without Tesla’s support in developing that infrastructure, Tesla risks losing customers to competitors who can offer a better charging experience on CCS.
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Asia –
The Asian market is far more bifurcated than any other market. The American EV giant has correctly seized on the demand for electric vehicles in China, the world’s biggest car market. And from their investment, they have become the largest western EV brand in the country. However, other significant markets, including Japan, South Korea, and much of South East Asia, remain lacking both Tesla Supercharging locations and demand for electric vehicles generally.
Expansion in China will likely be an ongoing process. A country with over 1 billion people will always have problems with supply. And perhaps this is great news for Tesla as they have an excellent opportunity to grow their market share in the blossoming economy.
Simultaneously, Japan has a similarly fledgling demand for electric vehicles. Despite the country’s reluctance to accept the technology, sales have steadily grown as consumers have become more comfortable with the option. As the third largest economy and one that hasn’t entirely accepted electric vehicles into the norm yet, Tesla should see the island nation as an untouched source of fresh customers.
Overall, Tesla finds itself in a target-rich environment. Any supercharger they place will certainly be helpful for someone. We can only hope that as charging becomes a more profitable venture, Tesla will be more incentivized to place more DC fast chargers and ensure more charging availability for everyone.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
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Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
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Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
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- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
