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Ultra-fast charging networks to challenge Tesla Superchargers

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Tucumcari Supercharger in New Mexico [Credit: Marcos]

European automakers are about to make a major commitment to developing an ultra-fast charging network that can rival that of Tesla’s Supercharger network. Reuters reports that Daimler, BMW, Volkswagen and American automaker, Ford, plan to build 400 ultra-fast charging stations in Europe that will be capable of power levels triple that of Tesla’s existing fast-charging Supercharger stations.

Fast chargers in Europe

At the moment, there are more than 72,000 public chargers in Europe but only 5,800 of those are what the International Energy Agency calls “fast” chargers, which means they have 43 kW of power or more. By contrast, a Tesla Supercharger operates at between 120 and 135 kW.

While Tesla has been busy investing in the global expansion of its charging infrastructure, other major car companies have been waiting on the sidelines for private companies or governments to build the infrastructure needed to power their electric car models. Some allege this foot dragging is proof that mainstream car companies are really not all that interested in building electric cars in the first place.

Diesel cheating changes everything

The Volkswagen  diesel cheating scandal that broke in September of 2015 changed that calculus, however. In the aftermath, it emerged that the only difference between Volkswagen and most other manufacturers was that it got caught. Cheating was rampant throughout the industry. Suddenly, the car companies had to face the fact that “clean diesel” technology was a false hope and that they needed another strategy to meet the looming European Union emissions standards.

Automakers respond

Volkswagen is seeking to dig itself out of the hole it dug for itself by repositioning itself as a maker of primarily electric cars. Now it is partnering with BMW, Mercedes Benz, and Ford to devise and construct a network of ultra-fast charging stations.

The goal is to install 350 kW charging stations throughout Europe, using the CCS charging standard. Each station is said to approximately €200,000 each. Interestingly, Tesla is also a member of the CCS consortium.

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The car makers are partnering with experts from the European power and engineering industry. Germany companies Innogy, E.ON and Siemens are involved as well as Portugal’s Efacec. “This is a structured and concerted effort across sectors to tackle the infrastructure issue in a real way,” a source tells Reuters.

ChargePoint weighs in

At the recent CES 2017 show, ChargePoint unveiled its own vision of the future — Express Plus, a modular and scalable system of chargers with up to 400 kW of power. The ChargePoint system is built around one common component — a charging blade with 31 kW of power. Each charging station can have one or two blades installed. The chargers can network together to boost power to any unit in use or they can be linked to a Power Cube, a separate component containing 16 blades with a total of 496 kW of power.

Because it is scalable, the ChargePoint system can expand to provide more power for charging electric vehicles as demand increases. This could one day supply the needs of heavy duty electric buses and tractor trailers.

Elon hints of big things to come

As the market for electric cars grows, traditional car makers are going to find it easier to catch up with Tesla, said Graham Evans, automotive analyst at IHS Markit. “Tesla doesn’t really have anyone to answer to, they are independent,” he said. “(But) I think that further out the big (automakers) are in a better position to capitalize because of their more extensive resources.”

Navigant Research analyst Lisa Jerram said the number of players in the emerging EV fast charging market to build ultra-fast charging stations makes it difficult to call out a winner yet. “Development is underway on these chargers so there isn’t a leader at this point,” she notes.

Recently, Elon Musk scoffed at the suggestion that the charging network the European companies are working on will be a big deal. He tweeted that 350 kW of power was merely a “children’s toy,” hinting that Tesla has much bolder goals.

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As usual, Tesla will likely remain 3 moves ahead of the industry.

"I write about technology and the coming zero emissions revolution."

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Elon Musk

Elon Musk says Tesla’s Roadster demo could be a bang, quite literally

Musk says tonight’s Roadster demo will be a banger, maybe literally. The clues add up.

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tesla roadster elon musk flying

Elon Musk spent Wednesday and Thursday stacking teases on top of Tesla’s Roadster event, and the wording is getting harder to read as routine hype. Tesla streams the unveil tonight at 7:55 p.m. Central on X. Musk has called it “a candidate for greatest product demo of all time,” then added that “this demo will be a BANGER, probably metaphorically, though some chance literally.”

The “some chance literally” part is the line to watch. The Roadster has been tied to a SpaceX option package since 2018, and as we reported when the date was announced, the system is reportedly codenamed A71 and uses cold gas thrusters fed by a composite overwrapped pressure vessel, the same tank design SpaceX uses on Falcon 9. Musk has said a thruster equipped car could reach 60 mph in about 1.1 seconds. Cold gas thrusters firing at full output are loud, and reports ahead of the event say the car will be unmanned with spectators kept several hundred yards back. A literal bang could simply mean a demonstration that sounds like one, though it is also an admission that something could go wrong on stage.

Then there is “Timing is everything,” which Musk posted a day earlier. Stocktwits noted that 7:55 p.m. is 19:55 on a 24 hour clock, which echoes 1955, the year Marty McFly travels to in Back to the Future. Musk has made that connection before. In 2019 he replied to an animation of a flying DeLorean by saying the new Roadster “will actually do something like this.” Nothing from Tesla confirms the movie reference, but the stream time was chosen by someone, and Tesla has not been shy about this kind of wink.

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Also, Tesla said it moved the event because it “can only be held outdoors,” and Musk then wrote that the demo was postponed “due to high winds,” as Teslarati covered at the time. A car running a standing start in front of a crowd shrugs off wind. A car that leaves the ground does not. The venue near SpaceX’s McGregor test site and the FAA airspace closures reported around the original date point the same way, though we also noted the delay could be a plain safety precaution. Musk has also described the new Roadster as “beyond movies, beyond imagination, beyond human, yet still made by humans on Earth.”

The only official figures remain the 2017 ones: 620 miles of range, a top speed above 250 mph, a 1.9 second 0 to 60 time, and prices of $200,000 for the base car and $250,000 for the Founders Series. Production is expected at Giga Texas in 2027 or 2028. Tesla has said the event will cover pricing, specifications and production targets, and its livestream preview has the full rundown. Tesla reports third quarter earnings on October 21, so whatever lands tonight will be fresh going into that call. We will have live coverage as soon as the stream starts.

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Elon Musk

Elon Musk breaks his silence on the Starlink impact to Ukraine drones

Musk says the US military and president set Starshield limits, not SpaceX, amid Ukraine complaints.

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Elon Musk says the speed limit cutting out Ukraine’s military Starlink terminals is not SpaceX’s decision. In a post on X Wednesday, Musk wrote that “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.” He added that Starlink is a commercial service limited to civilian or defensive activities and “cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”

He was replying to Mykhailo Fedorov, Ukraine’s former defense minister, who had thanked Musk for restoring connectivity at speeds up to 160 km/h and said removing the Starshield limit entirely is “now critical for Ukraine’s defense.”

The complaint started Tuesday night, when Ukrainian officials said military terminals began losing service above roughly 100 mph. Presidential adviser Serhiy Beskrestnov said the defense forces got no warning and several missions were disrupted, as Teslarati reported earlier Wednesday. The 7th Rapid Reaction Corps told Reuters connections dropped for 10 to 20 seconds at speeds well below the limit, which made drones harder to control. Poland’s foreign minister, Radoslaw Sikorski, asked Musk on X whether he is “playing politics with your products again.”

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That is why the Starlink and Starshield distinction matters. SpaceX introduced Starshield in 2022 as the government version of Starlink, with an initial focus on Earth observation, communications and hosted payloads. It won a Space Force contract in 2023 with a $70 million ceiling. In December 2024, the Pentagon moved Ukraine’s terminals onto Starshield, covering about 3,000 units across two contracts. Ukraine’s military connections therefore run through a service that Musk now says sits under Washington’s control.

SpaceX pitches subscription model for Trump’s Golden Dome

While Musk’s post describes who holds authority, it does not infer that anyone ordered the limit, and neither SpaceX nor the US government has confirmed who set it. Ukrainian officials have pointed to the timing, which follows President Trump’s push for an energy ceasefire and Musk’s Saturday post that “Zelensky has gone too far.” The BBC noted Trump denied threatening to restrict intelligence sharing with Kyiv, and no evidence has been presented that Washington requested the cap.

The episode also revives a promise from 2025. After Poland accused him of threatening Ukraine’s access, Musk said Starlink “will never turn off its terminals” and would not be used as a bargaining chip. Poland has since supplied more than 29,000 terminals to Ukraine. Teslarati also covered Kyiv’s search for Starlink alternatives in 2025, and the latest dispute gives that search new urgency.

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Investor's Corner

Tesla opens the Q&A for its biggest earnings call yet

Tesla opens its Q3 earnings Q&A, and Cybercab, Robotaxi, Optimus and regulators loom over October 21.

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Tesla has opened its shareholder question portal for the Q3 2026 earnings call, with the Say Q&A page already listing questions. Investors have until 4:00 p.m. EDT on October 20 to submit and vote on what management should answer.

The call is set for Wednesday, October 21. Tesla will post results after the market closes, with a live webcast at 4:30 p.m. CT, or 5:30 p.m. ET, through its investor relations site.

Say ranks questions by the number of shares behind the votes, which gives institutional holders extra weight over the retail crowd.

Ahead of Q2, retail investors asked why Robotaxi growth had stalled, when Cybercab would start customer rides, and where the Optimus Gen 3 ramp stood, while an institutional holder asked how Tesla and SpaceX would split Terafab duties. Cybercab has since answered one of those. Tesla said last week it has 300 plus Cybercabs serving Austin, up eightfold in 30 days, with Dallas named as the next city. The questions now are likely to move from when to how fast.

There is also a regulatory question hanging over the call. NHTSA has demanded sworn answers on how the pedal free Cybercab was certified against federal safety standards, with responses due October 30, nine days after the call. Whether an analyst raises it live is unknown, but it is the kind of exposure that tends to find its way into a Q&A.

The numbers will not be the main draw. Tesla already reported 486,532 deliveries and 13.7 GWh of storage for the quarter. Consensus sits around 43 to 45 cents per share on roughly $27.8 billion in revenue, according to Zacks, after a Q2 report that missed on EPS. Goldman Sachs, which holds a Neutral rating and a $360 target, argues the outlook for Robotaxi, FSD and Optimus will matter more to the stock than the quarter itself.

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The call also lands six days after the rescheduled Roadster event, which Tesla will stream on X on Thursday, October 15, at 7:55 p.m. CT. If the Roadster shows up with a production date or a SpaceX thruster package, expect it to climb the voting list before the deadline.

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