Although Tesla Supercharger installations are going to slow down, and new projects are likely to decelerate by a considerable margin based on CEO Elon Musk’s plans, automakers that have adopted Tesla’s North American Charging Standard (NACS) have no plans to change course.
Ford, General Motors, and a handful of other car companies that have invested in electrification have plans for vehicles, a roadmap for EV tech, and billions of dollars set aside for a concerted effort in EV development. However, many of them were missing one big part: public charging.
Tesla came to the rescue, and over the past year, car companies have decided to adopt Tesla’s charging standard, known as NACS, that would enable drivers to plug in at any of Tesla’s thousands of Supercharging locations in North America.
However, uncertainty struck these plans yesterday as Tesla decided to part ways with two major executives in charge of Supercharging development and release many lower-level employees on the charging team.
It was an unforeseen circumstance, especially as public charging is still far from complete, Tesla still accepted federal funding for charging expansion, and little to no clarification was provided on the company’s stance on building new Supercharger projects.
Musk said that Tesla Supercharger expansion would still occur but at a slower pace than previously. The focus would now be put on keeping the existing stations at 100 percent uptime, and expanding existing locations.
Tesla still plans to grow the Supercharger network, just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations
— Elon Musk (@elonmusk) April 30, 2024
The lack of new stations is an interesting strategy, especially considering so many automakers are planning to gain access to Tesla Superchargers, meaning more EVs will be fighting for a slowly growing number of stalls. The timing of Tesla’s decision baffled many.
However, despite the fact that Tesla will be building fewer new Supercharger stations, automakers like Ford and GM do not plan to abandon their current plans, according to a report from Reuters.
“We have nothing new to announce regarding our plans,” GM said in a statement. “We are continuing to monitor the situation regarding changes to the Supercharger team and the potential impacts with no further comments or updates at this time.”
Ford also stated there were no changes to their plans at the current time.
I took a Ford F-150 Lightning to Tesla Superchargers: The Good and Bad
Tesla’s decision is part of a wider cost-saving plan that has impacted 14,000 jobs across its workforce. Although there have been cuts at every level, Tesla has lost a number of executives over the past few weeks, including Senior Vice President of Powertrain Drew Baglino, Head of Policy and Business Development Rohan Patel, and Head of Investor Relations Martin Viecha.
While there appears to be a major restructuring of the higher-level employees at Tesla, there are certainly some questions as to why so many of them are choosing to leave just ahead of the Robotaxi launch and the introduction of the next-generation lineup.
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.
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.
Brazil Supreme Court orders Elon Musk and X investigation closed
FCC chair criticizes Amazon over opposition to SpaceX satellite plan
