News
What will happen to Tesla Supercharger availability when Model 3 arrives?
The imminent arrival of the Tesla Model 3 has many existing Model S and Model X owners, future owners and experts asking one question: What will happen to Tesla Supercharger availability when Model 3 arrives? The latest video from Teslanomics by Ben Sullins digs into the data behind the issue and comes up with some startling findings along the way.
Current Supercharger State
As any Tesla driver knows, Supercharger stations are often full at popular routes of travel and in metropolitan cities. And depending on the time of day, and day of week, drivers looking to charge up before the next leg of their journey can sometimes come across a long queue of vehicles looking to achieve the same goal. Charge up and go.
To combat the problem, Tesla has implemented idle fees as a way to put financial pressure on drivers that linger at charging stations after they have already finished charging. Tesla also did away with unlimited free lifetime Supercharging, instead limiting all new vehicles sold after January 15, 2017 to 400 kWh per year of Supercharger use which should curb Supercharger congestion. But, there’s another problem just around the corner.
Model 3
Tesla will more than double annual production volumes when Model 3 first arrives and expects to produce 500,000 cars annually by the end of 2018.
In the face of what seems to be an insurmountable challenge, Ben at Teslanomics looked at historic Supercharger stats sourced through TMC in order to get a better idea of what drivers are in for when Model 3 arrives. Ben started the analysis by first finding the number of Tesla vehicles in each area and comparing it to the number of Supercharger stations in that same area. Q1 2015 saw the lowest worldwide vehicle to Supercharger ratio with 27.9 Tesla vehicles per charging stall. Looking at more recent data, Ben reveals that we’re currently at the worst worldwide ratio since the Supercharger network began, at an average of 39.3 Teslas per charger. This represents a 40.9% increase from two years ago.
Drilling down into US-specific data reveals a Tesla to Supercharger ratio of 48.6. But what’s most frightening is Teslanomic’s reveal that, as it stands now, there are 104.9 Tesla vehicles per Supercharger stall in California. Factoring in CEO Elon Musk’s announcement that first Model 3 deliveries will go to employees who are largely based in California facilities, followed by customers on the West Coast, it’s clear that demand will far outpace Supercharger supply in the very near future.
“there are 104.9 Tesla Model S and Model X vehicles per Supercharger stall in California”
What Can Be Done?
Tesla has said that it is doubling the number of Superchargers and quadrupling the number of destination chargers within its network this year.
While Tesla continues to produce vehicles year after year, the rate of charging network growth should theoretically be proportional to delivery numbers until we reach a saturation point, and demand for public charging stations normalizes.
For a deeper analysis of what’s to come and what needs to be done, check out the following video by Teslanomics. Let us know in our discussion forum if your area is already experiencing a Supercharging Apocalypse, or if you’re expecting something similar when Model 3 makes its way into town.
Elon Musk
Brazil Supreme Court orders Elon Musk and X investigation closed
The decision was issued by Supreme Court Justice Alexandre de Moraes following a recommendation from Brazil’s Prosecutor-General Paulo Gonet.
Brazil’s Supreme Federal Court has ordered the closure of an investigation involving Elon Musk and social media platform X. The inquiry had been pending for about two years and examined whether the platform was used to coordinate attacks against members of the judiciary.
The decision was issued by Supreme Court Justice Alexandre de Moraes following a recommendation from Brazil’s Prosecutor-General Paulo Gonet.
According to a report from Agencia Brasil, the investigation conducted by the Federal Police did not find evidence that X deliberately attempted to attack the judiciary or circumvent court orders.
Prosecutor-General Paulo Gonet concluded that the irregularities identified during the probe did not indicate fraudulent intent.
Justice Moraes accepted the prosecutor’s recommendation and ruled that the investigation should be closed. Under the ruling, the case will remain closed unless new evidence emerges.
The inquiry stemmed from concerns that content on X may have enabled online attacks against Supreme Court justices or violated rulings requiring the suspension of certain accounts under investigation.
Justice Moraes had previously taken several enforcement actions related to the platform during the broader dispute involving social media regulation in Brazil.
These included ordering a nationwide block of the platform, freezing Starlink accounts, and imposing fines on X totaling about $5.2 million. Authorities also froze financial assets linked to X and SpaceX through Starlink to collect unpaid penalties and seized roughly $3.3 million from the companies’ accounts.
Moraes also imposed daily fines of up to R$5 million, about $920,000, for alleged evasion of the X ban and established penalties of R$50,000 per day for VPN users who attempted to bypass the restriction.
Brazil remains an important market for X, with roughly 17 million users, making it one of the platform’s larger user bases globally.
The country is also a major market for Starlink, SpaceX’s satellite internet service, which has surpassed one million subscribers in Brazil.
Elon Musk
FCC chair criticizes Amazon over opposition to SpaceX satellite plan
Carr made the remarks in a post on social media platform X.
U.S. Federal Communications Commission (FCC) Chairman Brendan Carr criticized Amazon after the company opposed SpaceX’s proposal to launch a large satellite constellation that could function as an orbital data center network.
Carr made the remarks in a post on social media platform X.
Amazon recently urged the FCC to reject SpaceX’s application to deploy a constellation of up to 1 million low Earth orbit satellites that could serve as artificial intelligence data centers in space.
The company described the proposal as a “lofty ambition rather than a real plan,” arguing that SpaceX had not provided sufficient details about how the system would operate.
Carr responded by pointing to Amazon’s own satellite deployment progress.
“Amazon should focus on the fact that it will fall roughly 1,000 satellites short of meeting its upcoming deployment milestone, rather than spending their time and resources filing petitions against companies that are putting thousands of satellites in orbit,” Carr wrote on X.
Amazon has declined to comment on the statement.
Amazon has been working to deploy its Project Kuiper satellite network, which is intended to compete with SpaceX’s Starlink service. The company has invested more than $10 billion in the program and has launched more than 200 satellites since April of last year.
Amazon has also asked the FCC for a 24-month extension, until July 2028, to meet a requirement to deploy roughly 1,600 satellites by July 2026, as noted in a CNBC report.
SpaceX’s Starlink network currently has nearly 10,000 satellites in orbit and serves roughly 10 million customers. The FCC has also authorized SpaceX to deploy 7,500 additional satellites as the company continues expanding its global satellite internet network.
Energy
Tesla Energy gains UK license to sell electricity to homes and businesses
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
Tesla Energy has received a license to supply electricity in the United Kingdom, opening the door for the company to serve homes and businesses in the country.
The license was granted to Tesla Energy Ventures Ltd. by UK energy regulator Ofgem after a seven-month review process.
According to Ofgem, the license took effect at 6 p.m. local time on Wednesday and applies to Great Britain.
The approval allows Tesla’s energy business to sell electricity directly to customers in the region, as noted in a Bloomberg News report.
Tesla has already expanded similar services in the United States. In Texas, the company offers electricity plans that allow Tesla owners to charge their vehicles at a lower cost while also feeding excess electricity back into the grid.
Tesla already has a sizable presence in the UK market. According to price comparison website U-switch, there are more than 250,000 Tesla electric vehicles in the country and thousands of Tesla home energy storage systems.
Ofgem also noted that Tesla Motors Ltd., a separate entity incorporated in England and Wales, received an electricity generation license in June 2020.
The new UK license arrives as Tesla continues expanding its global energy business.
Last year, Tesla Energy retained the top position in the global battery energy storage system (BESS) integrator market for the second consecutive year. According to Wood Mackenzie’s latest rankings, Tesla held about 15% of global market share in 2024.
The company also maintained a dominant position in North America, where it captured roughly 39% market share in the region.
At the same time, competition in the energy storage sector is increasing. Chinese companies such as Sungrow have been expanding their presence globally, particularly in Europe.