Tesla announced this morning that it would open some of its United States Supercharger Network to competitors in an effort to not only make some of the $7.5 billion in funds from the Bipartisan Infrastructure Law available to the automaker, but also to make EV charging more available to consumers.
Tesla officially confirmed this morning that it would open select Superchargers in the U.S. to all EVs, an unprecedented move in the company’s history. In the past, Tesla has offered an exclusive strength to its owners by offering an expansive, robust, and dependable EV charging network. It has been arguably one of Tesla’s biggest advantages, and since CEO Elon Musk said in 2021 that the Supercharging Network would be opened to competitors that year, the automaker has reluctantly moved toward that goal.
EV charging to receive $7.5 billion in Bipartisan Infrastructure Deal: White House
Now, it has finally come to fruition.
This morning, The White House confirmed the plan with further details, stating:
“Tesla, for the first time, will open a portion of its U.S. Supercharger and Destination Charger network to non-Tesla EVs, making at least 7,500 chargers available for all EVs by the end of 2024. The open chargers will be distributed across the United States. They will include at least 3,500 new and existing 250 kW Superchargers along highway corridors to expand freedom of travel for all EVs, and Level 2 Destination Charging at locations like hotels and restaurants in urban and rural locations. All EV drivers will be able to access these stations using the Tesla app or website. Additionally, Tesla will more than double its full nationwide network of Superchargers, manufactured in Buffalo, New York.”
Last week, it was confirmed that Musk’s late January meeting with White House staff dealt with the potential opening of the Supercharger Network. Unsurprisingly, some Tesla fans were not super pleased with the idea. Superchargers are already relatively crowded, and the admittance of other non-Tesla brands to these chargers would only make matters worse. However, this is not always the case, as Superchargers in some areas of rural America, where EVs have yet to make a significant impact on the overall automotive market, are not always completely occupied.
While the locations that Tesla will choose are still up in the air, at least 7,500 piles of the U.S. Supercharger Network will be open to all EVs, and this is a win-win for everyone. Why?
Tesla owners will still have a distinct advantage
While 7,500 of the Superchargers will be open to other manufacturers by the end of next year, Tesla owners will still be the only ones to have the ability to utilize all of them.
This freedom gives prospective EV owners the ability to have a wide variety of options in terms of which company they will purchase from. However, Tesla will still have a significant advantage because it is the only manufacturer that will allow unlimited access to any Supercharger in the United States. It is important to emphasize this fact, because while other manufacturers will have access to some of the network, only Tesla owners will have access to all of it.
It eliminates a lot of the “There is not enough charging” argument
Even in 2023, as EVs continue to grab a more significant share of the total U.S. automotive market, we still hear that there are not enough chargers to justify an EV purchase.
While home charging is an option, those who rent or are apart of a strict Home Owners Association (HOA) may not have the ability to charge at their residence. This requires more public charging options to be available to those people, and the expansion of the charging network through Tesla’s decision to open select locations to all EVs only makes this outdated argument a lot less valid.
Even still, there are plenty of other companies out there that support the other manufactuers. Electrify America, ChargePoint, Blink, EVgo, and many others help electric vehicle owners get a charge before their drives.
Tesla’s decision shows its commitment to its mission
Tesla has always maintained that its goal is to “accelerate the transition to sustainable energy.” While the company is a business, and a for-profit business at that, Tesla has disrupted the entire automotive sector by showing EV options are sometimes more ideal than others. Because of the company’s influence on consumers, legacy automakers have been working on EVs for several years, and an influx of startups have come to light, hoping to be the next big thing.
Credit: Tesla
If Tesla was not actually committed to pushing more companies to build EVs, it likely would not make this move. As previously stated, many prospective car buyers are still under the impression that EVs are not feasible because of a lack of charging options. However, Tesla’s move to work toward expanding the Superchargers to other companies is further proof that it is more concerned with putting more EVs on the road, even if they’re not Teslas, than hoarding its robust charging infrastructure to itself.
This move is completely and entirely based on Tesla’s push to bring EVs to the mainstream, as if they were not already. However, the move is a further committment to the mentality that any EV is better than a combustion engine, and whatever the company can do to help another EV of any kind get sold is more than acceptable. But, don’t be fooled, Tesla still will take necessary steps to make its EVs more appealing than others, and that is evident with its continuous and relentless development of its vehicles, making them better and better as time goes on.
I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.
News
Tesla targets Bay Area airports as next step for Robotaxi rollout
The update was initially reported by Politico, which cited records that it reportedly obtained.
Tesla has expressed interest in operating its Robotaxi ride-hailing service in three of Silicon Valley’s busiest airports, as per the company’s communications with California regulators.
The update was initially reported by Politico, which cited records that it reportedly obtained.
Key Robotaxi battleground
As per the publication, Casey Blaine, Tesla’s senior regulatory counsel, informed regulators in California that the electric vehicle maker was “initiating engagement with the following airports to secure the necessary approvals to conduct pick-ups/drop-offs: San Francisco International Airport, San Jose Mineta International Airport, and Oakland International Airport.”
High-traffic airports have long been a focal point for autonomous vehicle firms like Waymo, which recently secured permits to operate in San Jose and is progressing in San Francisco after a lengthy battle with labor groups. By pursuing airport access, Tesla seems to be hinting that it wants a share of the same market. Regulators confirmed that Tesla has opened discussions with each Bay Area airport, though no permits have been granted yet.
Regulator visit
California’s Public Utilities Commission, the state’s primary ride-hailing regulator, has reportedly engaged directly with Tesla in recent months. Agency officials reportedly visited Tesla’s Palo Alto offices to learn more about the company’s ride-hailing program and its technology. Agency spokesperson Terrie Prosper shared some insights about the matter.
“CPUC staff are aware of Tesla’s recently expanded Bay Area charter-party carrier service and associated app. As for any charter-party carrier regulated by the CPUC, staff engages to exchange information, promote safety, and monitor compliance with applicable rules and regulations. Among other things, we appreciate and expect Tesla and all carriers to properly and clearly represent its service to the public,” Proper noted.
Tesla has already allowed Bay Area riders to book trips through its Robotaxi app, which launched to select customers in July before opening publicly in September. Videos posted online show Tesla’s driverless cars are still operating with safety drivers, though Musk has suggested that the service could be fully driverless by the end of the year.
Elon Musk
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.
Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors.
In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.
Future market opportunities
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”
“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.
The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.
Elon Musk’s pay package
Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.
The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.
News
Tesla China posts strongest registrations of Q3 so far with first Model Y L deliveries
Tesla posted 14,300 insurance registrations in China during the week of September 1–7.
Tesla posted 14,300 insurance registrations in China during the week of September 1–7, a 14.4% increase from the previous week’s 12,500 units.
The figure marks Tesla’s highest weekly performance so far this quarter so far, despite the company’s year-over-year figures still being below 2024’s numbers.
Weekly registrations
The week’s registrations broke down to 5,000 Model 3s and 8,400 Model Ys, including the first 900 units of the newly launched Model Y L variant, as per estimates from industry watchers. On a quarterly basis, Tesla China is tracking 41.3% growth compared to the previous quarter, which bodes well for the company’s results this Q3 2025.
For the month of August, Tesla sold 57,152 vehicles in China, down 9.93% from the same period in 2024 but up 40.7% from July’s 40,617 units, according to the China Passenger Car Association (CPCA). Year-to-date, Tesla’s China sales are 7.2% lower compared to the previous year.
Model Y L first deliveries
The week ending September 7 was the first week that included the newly released Model Y L, a six-seat extended wheelbase version of the company’s best-selling all-electric crossover. Industry watchers estimate that last week, the first 900 units of the Model Y L have been registered, though this number is expected to increase in the coming weeks as deliveries of the vehicle hit their pace.
Citing information from a Tesla store in Beijing, Chinese media outlet Cailianshe stated that the Model Y L has been seeing a lot of interest among car buyers. “(The Model Y L) is selling very well. Since its launch, 120,000 orders have been received, with nearly 10,000 orders placed every day. The first batch of customers began receiving deliveries in the past two days,” a Tesla representative stated.
Tesla targets Bay Area airports as next step for Robotaxi rollout
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Tesla China posts strongest registrations of Q3 so far with first Model Y L deliveries
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