News
J.D. Power: Tesla Supercharger network is more reliable than rivals
Tesla’s Supercharger network is substantially more reliable than its competitors in the market today. This was according to J.D. Power’s recent E-Vision Intelligence Report.
During the first quarter of 2023, around 21.6% of EV drivers who visited non-Tesla public charging stalls found that they were unable to charge their electric vehicles. In comparison, only 3.9% of Tesla drivers using the Tesla Supercharger network reported similar issues.
“When it comes to reliability, no other provider is even close to Tesla,” J.D. Power’s report noted.
The J.D. Power study noted Tesla vehicle owners reported the highest public charging satisfaction. On a 1,000-point scale, Tesla scored 734, while the average for all other manufacturers was 558 points. Tesla’s 19,500-strong Supercharger network is the largest EV charging network in the US as well, as networks using the Combined Charging System have about 11,500 fast chargers.
“Tesla simply has the largest and most reliable fast-charging network,” the J.D. Power report said.
The Tesla Supercharger network’s high scores in J.D. Power’s E-Vision Intelligence Report come as no surprise, as the electric vehicle maker has extensive experience with rapid charging systems. This is perhaps one of the key reasons why Tesla’s North American Charging Standard (NACS) is steadily gaining traction in the United States today.
Tesla’s NACS is gaining so much momentum that it is likely on track to become an industry standard in North America, as noted in an Automotive News report. Ford, General Motors, Rivian, and Volvo have reached agreements to adopt Tesla’s North American Charging Standard on their EVs over the next several years. Stellantis and Hyundai are considering similar deals.
SAE International also announced that it would be supporting the standardization of Tesla’s NACS by developing manufacturing, performance, and reliability standards for the system. The initiative is expected to be implemented on an expedited timeline.
J.D. Power, for its part, noted that the Supercharger network benefits from being more vertically integrated than its competitors. Elizabeth Krear, J.D. Power’s vice president for EV practice, described this advantage. “This enables Tesla to control and test the compatibility between the vehicle hardware and software and the Supercharger hardware and software,” she said.
It is no secret that the Supercharger network is indeed one of the best parts of the Tesla ownership experience. If this experience could be replicated through the adoption of NACS, then non-Tesla carmakers could provide a better charging experience for their customers.
“Lack of public charging infrastructure has been the top consumer barrier to EV adoption for the past 12 months, followed by related issues involving range anxiety, time required to charge, and inability to charge at home or work. If the Tesla user experience can be replicated for the non-Tesla EV users, then adoption of NACS by non-Tesla manufacturers could improve the overall charging experience and reliability,” Krear noted.
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News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
