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Tesla shuts down battery swap program in favor of Superchargers, for now

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Photo Credit: TeslaOwner

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]

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.”

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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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Carolyn Fortuna is a writer and researcher with a Ph.D. in education from the University of Rhode Island. She brings a social justice perspective to environmental issues. Please follow me on Twitter and Facebook and Google+

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.

Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.

The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.

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However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.

It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.

The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.

It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.

This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.

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Tesla reveals its first Semi customer after launch

The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.

Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”

Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.

His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’

Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.

He writes:

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“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”

Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.

This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.

One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.

Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.

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NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:

“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”

Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.

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Elon Musk

Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.

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Credit: Starlink/X

Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests. 

Trump points to Starlink

Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said. 

Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.

Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.

Renewed Trump–Musk ties

Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.

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The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.

The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.

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