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Top 3 reasons why having to pay for Tesla Supercharger use won’t deter buyers
The “will they or won’t they?” argument over Tesla providing free-for-life unlimited Supercharger use is finally receiving more clarity. The company announced that it will provide roughly 1,000 free miles of energy before charging a fee for Supercharger use on cars ordered after January 1, 2017.
But is this the end for Tesla? Will people be lining up in throngs to cancel their Model 3 reservations? Boycotting Tesla and running to buy another car? Nope, not even a little bit. Here are some of the top reasons why this new announcement won’t deter buyers.
1. Pay less for your Tesla
I’ll jump right into arguably the best reason first. The vast majority of new cars buyers have a budget. That reality means having to choose carefully on the options to equip your Tesla with. By decoupling Supercharger use from the price of the vehicle, Tesla is theoretically able to reduce the price barrier to entry.
Plus, you wouldn’t necessarily want to incur a pre-estimated Supercharger energy cost, charged by Tesla, on a vehicle that may not see its fair share of long distance travel and Supercharger use.
Tesla is anticipated to publish details for its new Supercharging program by year end. But regardless of what will be announced, crowdsourced Model 3 reservation data captured through Model3Tracker.info suggests that it won’t even matter. Nearly 80% of Model 3 reservation holders said they were willing to pay an extra fee for access to the Supercharger network. This is even prior to Tesla announcing that it would begin charging for Supercharger use after the allotted 400 kWh cap (~1,000 miles).
2. You have to pay for fuel either way
The Tesla team knew and has repeatedly said that in order to further the adoption of sustainable transport, they had to make a car at least as compelling as its gasoline-powered counterpart. Since the Model 3 will be at least as compelling as a comparable gasoline car, would-be buyers aren’t going to ditch a vehicle that will require paying for fueling in favor of another vehicle that, too, will incur a cost on fuel. This is especially true when the majority of your charging can be done at home, which is infinitely more convenient, and more cost effective, than stopping at a gas station.
Charging at home, in most markets, is very favorable to the cost of gas. Charging on the Supercharger network beyond your free credits will also be favorable and “cost less than the price of filling up a comparable gas car”, according to Tesla. Mix that in with a growing destination program and I’m confident your Tesla road trips will still be economical.
3. Supercharger Credits can be rewarded
When I conceded that Supercharger credits may work after all, I talked about how Tesla could have fun with it. It’s your 1 year anniversary of ownership, take a trip on us! It’s Nikola Tesla’s birthday… You just reached 50,000 gasoline free miles… Aside from the ability to award additional free credits at will, Tesla could also decide to increase the amount of free credits they give per year. I truly believe Tesla is a good company that does right by its customers. For that reason, I think they aimed a bit low with the credit amounts to ensure they can afford to meet the promised amount. I also believe that if they use data to analyze the costs (they will) and find out that they can afford more than they are giving, they’ll do that too.
And remember …
At the end of the day, there’s no free lunch. Reasonable buyers know the truth. Free for life was not sustainable and a bit too good to be true. Model 3 is shaping up to be about the coolest and most important car of our lifetimes. For those of us stateside, an ode to the fighting spirit of America. Supporting a little, unknown company fighting against all odds – especially in light of current events – and completely upending an entire industry is worth every penny.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
