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Tesla begins Supercharger CCS upgrade ahead of Model 3 rollout in Europe
It is still a couple of months before Model 3 deliveries in Europe are expected to begin, but Tesla is already starting the rollout of dual-charge CCS Superchargers in the region. The company confirmed last month that the Model 3 will be getting a CCS plug for Europe, while a CCS adapter will be introduced for the Model S and X. During its announcement for the Model 3’s charging standard for the region, Tesla noted that it would be “retrofitting our existing Superchargers with dual charge cables to enable Model 3, which will come with a CCS Combo 2 charge port, to use the Tesla Supercharger network.”
Tesla’s adoption of CCS (Combined Charging System) is a notable step for the electric car maker. CCS, after all, is prevalent in the region, being preferred by several European carmakers including BMW, Volkswagen and the Daimler group. The system combines the Type 2 design, which is used for slower AC charging at home or work, as well as with two large DC pins for rapid charging. CCS competes with the CHAdeMO rapid charging standard, which is being used by companies such as Nissan, Mitsubishi and Subaru.
Tesla owner-enthusiast Hans Noordsij visited the site of Tesla’s first dual charge Supercharger station, where he was able to take photos and meet Tesla staff who were working on the updated charging stall. Several details of the upgraded Supercharger were evident from Hans’ images, including a sign indicating that the new stations are “Model 3 Priority.”
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- One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
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- A close-up of Tesla’s CCS plug for the Model 3. (Photo: Hans Noordsij)
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- One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
Speaking to Teslarati after his trip to the Supercharger, Hans noted that Tesla was testing the connection of a Model 3 to the dual charge station when he arrived. Tesla’s staff reportedly informed him that they were aiming to add CCS connectors to every Supercharger in the Netherlands sometime in January.
We reached out to Tesla for more information about its first dual charge CCS Supercharger in Europe. The electric car maker noted that the first upgraded stations are located at the Badhoevedorp Supercharger near the Corendon Village Hotel, just outside Amsterdam. The site currently has 20 Superchargers, and Tesla is installing 8 more stalls on the site, each of which is fitted with both a CCS and a Type 2 connector. When completed, 8 out of the 28 stalls in the location would be compatible with the Model 3, S, and X, while the remaining 20 would be compatible with the flagship sedan and SUV.
Tesla plans to fully retrofit Europe’s Supercharger Network with its dual charge CCS system, allowing the Model 3 to have access to Tesla’s expansive charging infrastructure. While Tesla is in the process of retrofitting its Superchargers with CCS plugs, though, Model 3 owners in the region could expect their vehicles to smartly suggest charging stations that are fitted with the necessary connectors. The location, as well as the availability of these CCS stalls, would be displayed on the Model 3’s display.
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- A Tesla Model 3 gets connected to one of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
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- One of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
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- A Tesla Model 3 gets connected to one of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
A Tesla Model 3 gets connected to one of Tesla’s first dual-charge, CCS-compatible Superchargers in Europe. (Photo: Hans Noordsij)
Europe is a pivotal part of Tesla’s strategy for the Model 3, considering that the premium sedan segment is twice as big in the region as it is in the United States. The Model 3 is already performing well in the US, despite the country being enamored by SUVs and pickup trucks. In a market where sedans are prevalent such Europe, the Model 3’s potential is vast.
Considering that Tesla is now rolling out CCS plugs on its European Supercharger Network, the idea of Tesla sharing its charging infrastructure with other electric cars emerges once more. Tesla’s head of global charging infrastructure, Drew Bennett, addressed this in an interview with Auto Express UK, where he noted that several EV makers have already reached out to Tesla about sharing the Supercharger Network.
“We’re definitely open to talking to other car manufacturers who want to have access to the network. Capacity is a driver for our investment; it’s new routes, new markets and then capacity. A lot of car makers have spoken to us about it, but we haven’t had any conclusive discussions on it. They’re still trying to figure out what they would need in a network, but we’re a couple of years ahead of them in terms of embracing the investment required to transition to EVs,” Bennett said.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
