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Tesla shuts down battery swap program in favor of Superchargers, for now
Tesla’s battery swap station near the Harris Ranch Supercharger station in Coalinga, CA seems to have been shut down, at least for now. What started out as a company vision to recharge Tesla vehicles in the same amount of time, if not quicker, as refueling a gas vehicle, turned into a pilot program that saw little to no fanfare.
Now, three years after Tesla first demonstrated the ability to quickly swap out the floor-mounted battery on a Model S and replace it with a fully charged battery pack, the company has seemingly closed the pilot program in favor of expanding its global network of Superchargers.
The news comes from a Tesla owner who had been following the development of the battery swap station off Interstate 5 (I-5) since its first debut. TeslaOwner accounts on their blog the experience with using Tesla’s battery swap program.
![Battery Swap station at Harris Ranch [Credit: TeslaOwner]](http://www.teslarati.com/wp-content/uploads/2014/12/141222enteringswap.jpg)
Battery Swap station at Harris Ranch [Credit: TeslaOwner]
TeslaOwner described the battery swap process as being a mix of machine and human. Any automation that occurred during the exchange was augmented by humans. Swap time was, on average, seven minutes. There was some trepidation that, upon returning the battery, a driver would receive a different battery with more accumulated mileage on it. Onboard technology did not recognize the swap and assumed that the original trip totals were continuing.
“Presently the Battery Swap Program is not accepting any new requests for appointments.”
Since experiencing the battery swap last July, TeslaOwner tells us that the same station has remained relatively quiet and “looked quite closed” each time they’ve driven by the station which appeared to have no activity.
This prompted them to inquire with Tesla about scheduling an appointment for another battery swap. According to TeslaOwner, they received a response from the Service Manager for the battery swap station, indicating that Tesla is no longer taking requests for appointments. “Presently the Battery Swap Program is not accepting any new requests for appointments.”
The viability of battery swaps moving forward
The Tesla proprietary charging station service was projected to be able to support both battery pack swaps as well as fast recharging of the Tesla Model S and Model X electric vehicle battery packs. By December 2014, 18 months after the original announcement, no battery swapping stations had yet opened to the public. Then a single battery-swap station was opened in California as a pilot project, where only invited Model S owners could do battery swaps by appointment, to assess technical and economic aspects of the service. Demand for the priced service would be used to determine whether the company would fully commercialize battery swapping stations more generally.
Photos captured of the Tesla battery swap station at Harris Ranch from December, 2014
By June 2015, the company had indicated that the battery swapping capability was no longer a significant part of Tesla’s plans for on-road energy replacement for their vehicles. Tesla’s standardization of car and the swapping stations alongside battery and battery fasteners prohibited other EV car owners from utilizing the battery swap station. For battery swapping to grow, the following conditions might need to be considered:
- Find strategic locations for battery swapping;
- Use alternative energy onsite to recharge batteries;
- Draw upon grid electricity when it is off-peak, cheapest, or when the more environmental energy generation is available;
- Assure customers that swapped batteries have comparable life expectancy in relation to the original;
- Incorporate fleet vehicles to reduce battery swapping costs overall.
The Tesla battery swap program doesn’t receive much press these days, given the news about the impending SolarCity merger and glass roof tiles, among the other constant Tesla technological innovations. Work on accelerating the rollout of Supercharger stations ahead of the Model 3 coming to market next year seems most critical. Moreover, regular Tesla owners at this moment in time don’t really seem to find the battery swap option as attractive as the Supercharger.
Of course, speculation continues to swirl. Tesla recently hired Audi’s North America commercial account manager to lead a new B2B push for Tesla in “fleet management, rental, government/public sectors & corporate enterprises.” Large commercial fleets of Tesla vehicles could change many aspects of the way that Tesla provides services, including a revisit to the battery swap with special, private fleet stations.
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Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
News
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
