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Renault to expand EV charging along major European roadways

Credit: Mobilize

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Renault is looking to expand electric vehicle charging along major European roadways by installing 200 new EV charging points across the continent.

Renault’s e-mobility unit, known as Mobilize, is partnering with the manufacturer’s dealerships to install 200 EV charging points by mid-2024, including 90 chargers in the company’s home country of France. Referred to as “Mobilize Fast Charge” stations, Mobilize said it would install 90 stations — one every 150 kilometers (93.2 miles) — on France’s truck roads.

To further ensure proper placement of the charging stations, Mobilize Power Solutions conducted preliminary studies to identify the best-suited places for new EV charging points.

Drivers will have access to the chargers 24 hours a day, seven days a week, with each new location offering at least six ultra-fast charging points capable of offering 400 kW. This would make the Renault-Mobility stations the most powerful in Europe.

Mobilize CEO Clotilde Delbos commented on the announcement:

“One of Mobilize’s objectives is to make mobility cleaner and more accessible. Mobilize Fast Charge is helping by providing all-electric vehicle drivers with access to ultrafast charging points, whatever brand they drive. To make this happen, Mobilize is leveraging two of Renault Group’s strengths: its granular sales network and Mobilize Power Solutions’ expertise.”

Focusing on the Experience

The EV charging process is vastly different from visiting a gas station, so the experience is a crucial part of owning an electric car. Manufacturers have attempted to install charging points and stations at locations with entertainment options, just as companies have offered in-car entertainment to help the time pass while your EV is charging.

mobilize

Credit: Mobilize

Renault said it would add a Rest and Service area at the Mobilize Fast Charge stations for a comfortable place to relax outside of the vehicle while it charges:

“While charging their electric vehicle, drivers will be welcome to use a quiet and comfortable rest area where they can enjoy a coffee or snack, use the Wi-Fi connection, charge their phone or laptop, or even play a videogame before continuing their journey.”

Mobilize recharge cardholders will also enjoy preferential rates to help lower charging costs, the company said.

Grid Relief

Mobilize Fast Charge stations will rely on a “smart energy management system” combined with stationary storage capacity to relieve stress on the grid. The system will deliver a full 600 kW of power, even when multiple electric vehicles are charging.

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European Charging Infrastructure

Currently, there are 150,000 EV charging points in Europe, according to EVExpert.euThe Netherlands has the most, with Germany and France following behind in second and third. There are major plans for the expansion of the European EV charging network, as the continent plans to have 2.8 million charging points by 2030.

Europe has been one of the biggest adopters of EVs, right behind China’s automotive market, which is in a league of its own in terms of size. Europe sold 5.6 million plug-in EVs and light commercial vehicles last year, the ACEA said.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

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Credit: Tesla

Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.

The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.

However, the time is coming.

During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.

Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”

These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:

Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.

Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.

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Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.

In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.

With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.

Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.

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Investor's Corner

Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

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Credit: @AdanGuajardo/X

Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments. 

Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.

Key takeaways

Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.

The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.

Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.

Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.

Production shifts, robotics, and AI investment

Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.

Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.

Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.

More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs. 

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Tesla brings closure to flagship ‘sentimental’ models, Musk confirms

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tesla model s model x
(Credit: Tesla)

Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”

The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.

However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.

On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:

“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”

Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.

Tesla Fremont Factory celebrates 15 years of electric vehicle production

Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.

Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.

Musk said back in 2019:

“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”

That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.

Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.

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