Non-Tesla Supercharger Pilot
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Tesla does appear to be planning some superchargers in Texas with CCS connectors available, because they're required as a condition of grant money: https://insideevs.com/news/556749/tesla-grant-application-su...
Could be they'll start doing that at other new construction if they want to bring non-Tesla supercharger access to the US. Or maybe they can make a Tesla-to-CCS cable adapter and sell it to people who want to join the supercharger club. Or maybe they won't do anything.
Why not?
If they really wanted to they probably could have got on board in 2011 with the other manufacturers and made it happen. I thought CCS came along a couple of years later.
Add that alongside the UX to reasons I don't want a Tesla.
Chadamo (IIRC) was the evident standard at the time, and couldn't do supercharging.
[1] https://www.federalregister.gov/documents/2021/11/29/2021-25...
[1] https://www.teslarati.com/wp-content/uploads/2019/01/tesla-c...
The standard connector for DC chargers in the us is IMHO horrible. The cables are heavy, they have redundant connections - 2 (unused in a fast charger) for AC, 2 for DC. They use an overly complex PLC (powerline communication) interface over signal wires.
The whole notion of "charging networks" is stupid too. People end up having a whole bunch of different phone apps so they can use whatever network they are closest to when they need to charge. I'm not sure why investors think there's going to be big money in charging networks. IMHO the end game will be charges at McDonalds along the major highways, so people can eat and poop while their car charges on long trips. The rest of the time people will charge at home.
Back to connectors, the Tesla connectors are really nice compared to the standard. But politics defined the standard.
Somebody has to manage/monetize those chargers at McDonalds. The "free EV charge while you are at our store" is going away quickly. Hopefully that is an existing charging network, but in the worst case McDonalds will start their own. Hopefully we can get some location/bluetooth based app activation, or maybe just a QR code.
But the CHAdeMO example is what gives away the strategy. CHAdeMO was a "real" standard, not a proprietary product, with documents available from real standards organizations publishing it (FWIW: it's better than CCS but not as good as Tesla). But that still wasn't acceptable. Which tells you that the idea that "standards" wasn't ever the requirement. No one wanted to give Nissan a win any more than they did Tesla.
Basically: CCS is bad because it was designed to be bad, because no one wanted EVs to succeed and one tactic picked was to make their charging experience a mess.
Europe has standardized on CCS Type 2 Combo. The European EV market is three times the size of the US EV market:
https://www.ev-volumes.com/country/total-world-plug-in-vehic...
Your supposed CCS plug conspiracy seems to have backfired.
And even then, it's worth noting that the market leader in Europe is still the company offering an integrated brand-specific charging system. They just have to do it with the inferior connector.
No, you have this exactly backwards. Common infrastructure standards are what enable competition. New manufacturers can enter the European EV market without wondering what plug to support. New charging networks can build out knowing that they can support all cars on the same plug.
Proprietary plugs freeze out competition by their very nature.
> CHAdeMO would have been the objectively better choice.
No, CHAdeMO 2.0 had no roadmap to 500 kW whereas CCS has for a long time. CHAdeMO also has no AC charging support and requires two separate inlets for DC and AC. CCS has AC by virtue of its combo design only needing the one combo inlet.
CHAdeMO 3.0 has changed the plug design to be a DC and AC combo like CCS, but with control pins in the DC part.
> it's worth noting that the market leader in Europe is still the company offering an integrated brand-specific charging system
No, Volkswagen is the EV market leader in Europe by quite some margin:
https://eu-evs.com/bestSellers/ALL/Groups/Year/2021
Volkswagen owns many automotive brands (VW, Audi, Skoda, SEAT, Porsche, etc.) so sales are split across more brands and models:
We're talking about decisions made in 2013-14! And it topped out at 400 kW, a power that no one is delivering on a public charger yet anyway. Just stop. Tesla was the clearly superior technology at the time. CHAdeMO wasn't as good but was still much better than CCS, which everyone else picked anyway because they wanted to retard the BEV market.
CCS is, as I said upthread, just a terrible, terrible standard. By design.
Yes, you have to think forward.
> And it topped out at 400 kW
So not as fast as CCS. Tesla's proprietary plug is also still not as a fast as CCS. The fastest charging cars on the road today are CCS cars.
> CCS is, as I said upthread, just a terrible, terrible standard. By design.
Conspiracy theories will get you nowhere in life. CCS is the dominant standard globally. That "terrible, terrible standard" has done well for itself.
What you should moan about is the fact that Tesla still hasn't switched to CCS in North America. The longer they delay the switch, the more it will cost.
Due to that bill not passing, it's not a priority.
"Biden is a damp sock puppet in human form"
I've heard rates as high as 45c/kWh. How can the government be hellbent on giving EV tax credits and incentives and turn a blind eye to the 5x markup being charged at charge stations.
Canada has several 350KW fast chargers that are 20c per minute. You can pull down 4KW a minute on many fast charge cars (Hyundai Ioniq5, Kia EV6, Porsche Taycan, Lucid Air for example). A drive-up 70% charge (good for ~200 miles) on an Ioniq5 would cost you $3.60 Canadian dollars or just under $3 USD. Electrify America's fast-chargers in California for example are $0.43/kWh - that's $26 USD for the same charge. Electricity costs in California are only about 50% higher than Ontario, so that doesn't account for the markup. Even with a paid monthly membership, you're still at $18 per charge compared to the <$5 cost of power.
Guess what - 200 miles on a 35mpg gas car in San Francisco is $23.
I really think some progress needs to be made on charge costs. Granted it's cheaper than gas and it's a free market, I don't think it's in the industry's best interest to keep on this track.
edit: Just checked PG&E's business EV rate plans... they max out during peak at $0.31/kWh and that is only from 4-9pm. It is $0.13 or $0.11 for the remainder of the day.
https://www.pge.com/en_US/small-medium-business/energy-alter...
Your example about per minute rates is a bit misleading, given most people who’ll use those PetroCanada stations won’t have such a fast charging car and that petrocanada will charge more when they switch to per-kWh pricing.
edit: You can head to the business BEV calculator and calculate for 200 cars doing full charges daily between 6am and 10pm (200 mile charges), every day of the month, the total monthly cost for power divided by the number of charges gets you to ~$10.50/charge power cost. So they're marking it up 80% in the cheapest case. If you only charge during peak hours (4-9pm) you could come out slightly ahead of the cost of energy assuming you paid for the membership.
On the bright side, it should be improved with competition, and 99% of charging is at home anyway.
There is a reasonable argument to be made that remote 350kW charge banks have high infrastructure & peak price costs, but urban L2 chargers have no such good argument to hide behind.
For fuck's sake, my charger at home is 11 kW. (240V, 48 amp.) There's no reason any public charger should be less than that.
But at the grocery store? I think those should all be level 3.
Though really, I think that if you can't charge at home, then a BEV just isn't the car for you. Even if you can charge at work, what happens when you start looking for a new job, or you begin working from home?
From Tesla's disclosures on capital expenditure as it relates to supercharger stations in 2016, before scale-out savings or optimizations to date (They are now over 3,000 stations) :
While $40.6 million might seem like a lot, it's a tiny portion of Tesla's total capital expenditures. Tesla spent about $1.3 billion on capital expenditures in 2016.
Since Tesla's total Supercharger locations expanded from 584 to 790 during this period, the company likely spent around $197,000 per new Supercharger location during the year.
I imagine the technology will improve and they'll need to be upgraded in less than ten years.
Each gas pump probably costs similar or less - and you only need to use one for a couple of minutes. A charger you can tie up for a half hour or longer.
Even at that price - charging would be about half the revenue as the average re-fuel. So you need to charge more to make similar profits.
Gas stations don't really make any money selling gas - they make it all from selling candy bars and sodas.
I would expect the spread to be much higher on charging than re-fueling.
What improvements do you foresee which will require these to be upgraded?
So I would imagine that better chargers can exist, and I imagine upgrading will be significant capex.
There's no reason on earth that dc charger would be $250k a piece. That is the price of a large traction transformer for an electric train that can supply 10MW of variable power on-demand.
I have a "screw-you-consumer" price on a 22KW fast charger (ccs) at $8,000. The manufacturing cost does not scale linearly nor does the economy of scale when buying thousands of them.
What does that mean?
Destination chargers are highly underrated.
This explains the constent complaints about "lines at superchargers", an issue I've never encountered.
Why should it be necessary to install software in order to fuel a vehicle? What benefit exists for the consumer?
I have noticed this as a trend in physical services, I was asked by a grocery store to install software prior to purchasing groceries, however they were gracious after I declined, and permitted me to purchase groceries using only my debit card.
The described experience of selecting a charger, pressing start charging / stop charging etc. is only for non-Teslas because they don’t have the integration.
Several non-Tesla models support a standardized protocol to negotiate billing information in the charging handshake. Its a matter of once again Tesla using a proprietary system instead of adopting industry standards.
Ah, you mean there is already an industry standard around this? That's great, but could you tell us what it is (surely the standard that Tesla isn't following has a name or something)?
I spent something like 30 minutes once trying to get the ChargePoint app to play nice with my phone (didn't want to install on my Motorola phone) then once I finally got it loaded it took another 15 minutes to get my card added and turn on the charger. Then it finally told me the charger wasn't working after it tried to activate the charge cycle.
I eventually gave up and found a hotel 10 minutes away that happened to have a free charge stall. Took the front desk a box of fresh donuts and asked them if I could spend 30 minutes in their lobby so I could get enough charge to make it home in my Nissan Leaf. Luckily they were nice enough to let me use it and I eventually made it home.
No-one uses that roaming crap unless they just bought a new car and either don't know better or have some kind of brand-specific deal for a limited time.
For actual users nothing beats the simplicity of paying via contactless card (or mobile) payment solution. Right now I have probably over a dozen apps installed just for paying for various services like parking (of course, each city/country has its own), it is _madness_, and I'm not even using anything special. I hate this passionately and would actually pay for simplicity!
I wonder if a lawsuit could be brought against companies that restrict how they accept payment for services. It would seem like something like cashless stores would be illegal if cash is legal tender.
I wonder where we could just provide all stubborn people with basic government endorsed smartphone just to shut up this argument.
And yes, absolutely a subsidy for folks to get a decent smartphone would be just fine.
Look, I'm not saying there shouldn't be an app at all, all I'm saying is that people should not be forced to use the app.
> For actual users nothing beats the simplicity of paying via contactless card (or mobile) payment solution.
Not true. The next level of simplicity is not having to do anything at all (eg just plug in to charge and have the money deducted automatically). NFC or fiddling with an app on a phone is definitely worse than that. But now we need more standards to enable it for anyone other than teslas.
>Right now I have probably over a dozen apps installed just for paying for various services like parking (of course, each city/country has its own), it is _madness_, and I'm not even using anything special.
Here in Poland I can do this in my banking app for pretty much every parking in my country. Blame your shitty parking providers rather than technology.
For non-teslas, this isn't an option so you have to use the app.
Why in the world would you complicate this?
You drive up. Plug in. Done.
There's no app. There's no wallet.
There's no kiosk or attendant that has to be maintained or paid.
How is getting out of your car, walking to a valet or booth to talk to a person, and paying where they ask "What is your stall number?" less complicated than literally just plugging in your car?
To be clear, if you have a Tesla, there is NO app needed. There's nothing. You literally just plug in and it works. That's better than any gas station I've ever been to.
FYI - This isn't a Tesla EV thing. This is an EV thing. EVERY network basically requires either an RFID card or a smart phone app: ElectrifyAmerica, Chargepoint, SOMA, Flo, EVGo. I can't think of one that doesn't.
My Mach E isn't a Tesla and charges on EA stations by just plugging it in. I don't have an EA app. There's a standard protocol for this negotiation. Lots of chargers don't yet support it, but the technology exists for non-Teslas to have a plug and charge experience.
Go inside where and pay whom? The vast majority of charging stations I've seen are unmanned.
As far as gas pumps and chargers, less chance of the interface being vandalized? In Tesla's case, I would imagine it is more an easy adaptation to current infrastructure without major changes to the chargers themselves.
In this particular case, it's because Tesla superchargers aren't point of sale terminals. They don't have a display or any means of interacting with the user beyond grabbing the plug connector and sticking it into a car.
That's a feature, not a bug. People who haven't actually supercharged a Tesla imagine this service to be like pulling into a gas station, and it's really not.
Tesla drivers don’t need to go through the app to charge. They just plug in.
You can also charge elsewhere such as at home. Most public charging stations I’ve seen (I’m in the US) do not have credit card readers and therefore require either a car that identifies itself, or an app.
It's a pilot.
But, IMO, we should require ordinary credit/debit card access to high-speed chargers. Every time I use a Supercharger, I spend around $10 bucks, so there's no need to work around credit card fees.
> Every time I use a Supercharger, I spend around $10 bucks, so there's no need to work around credit card fees.
They could always take the Starbucks app approach here and require periodic loading of money to your account, which then only incurs the fee occasionally.
You can get portable card readers for like $50. Everything including the postage stamps for regulatory approval will be more expensive.
Yes, but we aren't talking about portable readers, we are talking about commercial grade ones that will need their own displays and can stand up to weather and various beatings like gas station POS. So let's add a few zeros to that.
But maybe I misunderstood you and you meant that all the users should get portable card readers for their phones so they can use EV charging with their credit cards?
In theory. But proprietary technologies that work for people like me have the luxury of being simple.
The simplest example is cash. There are still a lot of "unbanked" people who need to buy gas with cash.
I'm perfectly happy with entering my credit card number into a menu on my car, and then, via an open protocol, billing happening automatically. But, for the people who for one reason or another can't / won't use credit / debit cards, high speed chargers need to accept cash.
I imagine they could have added some kind of reliable payment-card reader, maybe. But then you're dealing with a whole other level of things like people trying 3 different cards until they get one to work and burning time, possible fraud, skimming, etc. You also have new hardware and failure modes in the charger itself (the reader, the screen, the buttons, etc), whereas right now they're featureless, just a tall plastic thing with a charge cable on it, and it's charging to a known card pre-registered in the account.
It seems a reasonable tradeoff (at least in the US, to me, at this point in the industry's evolution) to stick with the system they've got for simplicity and speed, and ask for a Tesla app install. The only other open charging network I've tried in the US (Chargepoint) also needs an app install and account.
You're right, it shouldn't be necessary. It should be as easy to Supercharge any EV as it is a Tesla. There's a standard called Plug & Charge that makes exactly that possible, but most EVs don't support it yet, so the app is the temporary solution until they do.
We really need to do the same thing in the US. Every auto manufacturer, except Tesla, is going with CCS. (Even Nissan announced that they are dropping Chdemo in the US and switching to CCS.)
Tesla's proprietary supercharger is just like Betamax: They were first to the market, but the market didn't adopt their standard. There will even be people who bemoan that "supercharger was better" even though CCS supports faster charge rates than supercharger. (CCS has bigger pins than Supercharger.)
Edit: Betamax had a smaller cartridge size limiting the physical amount of tape that would fit in a given cassette. Even though on paper Betamax was "better," a complete movie had to use a slower tape speed than VHS. Thus, the VHS version of a movie often had a clearer picture than Betamax.
Hopefully that will change, but right now, Tesla owns the market.
And their connector isn't it proprietary. They offered it freely (under terms quite similar in spirit to GPLv3, actually) to anyone who wanted it, but they just didn't get any takers.
That will change overnight in a few years as more manufacturers offer EVs.
According to https://en.wikipedia.org/wiki/Combined_Charging_System, Tesla joined the consortium in 2016.
At the time, the industry didn't anticipate that people would view feature length movies on their video cassette players.
The professional betamax format only shares the name.
This seems like the core motivation here -- more people using the chargers justifies a larger investment and a better user experience (more availability) in the short term.
About EV charging: Can Tesla set their own electricity price freely? If so, would you change the charger you use based on how much it costs at different places? I wonder if there's profit to be made in running more EV chargers, especially if they can adjust the charging price based on demand in each location.
This varies wildly by jurisdiction. In some places electricity costs are highly regulated and they would have no control. In other places only utilities are allowed to sell power by the kWh, so charging is sold by time. Here in Canada our measurement regulator has dragged their heels on a standard for DC comsumption measuring, so even utilities like BC and Quebec Hydro can't sell DC fast charging power by the kWh.
It is unlikely there will ever be much profit in selling DC fast charging power. DC fast chargers are a huge capital expense (100k-250k per cabinet for 100 kW+ plus installation that can easily run 3-4 figures) and drawing that much power in bursts comes with huge added costs from the utility. You can save on bursts with battery buffers, but that also raises the initial capital outlay. It's fine though, gas stations don't make any money selling fuel. All their money comes from the captive audience. Charging batteries has gotten a lot better, but it still creates a highly captive audience.
Interesting thought -- EV charging might be even easier to make money from then, once there's sufficient adoption. I imagine many more people would get a drink or a meal if they have to wait half an hour anyways.
In that sense having EV chargers would be a large customer driver for businesses, one they'd probably pay for (maybe they do already?). Are gas stations normally franchised out, or owned by a single company?
So obviously no one used it because "give out free access to all of your future electric car technology forever" is a pretty shit trade for "we'll share our couple year head start on charging" in the long term, and now we have incompatible charging networks.
TLDR Tesla recognized the charging story was crucial to EV sales, and spent the capital to have a superior product. To this day, no other automaker is doing the same.
[1] Electrify America doesn't count, as it was funded out of VW's Dieselgate settlement, which is also why it couldn't be VW branded and the EA brand was created: https://www.cnbc.com/2019/05/10/vws-2-billion-penalty-for-di...
[2] https://www.tesla.com/blog/tesla-repays-department-energy-lo... (May 22, 2013: Tesla Motors announced that it has paid off the entire loan awarded to the company by the Department of Energy in 2010. In addition to payments made in 2012 and Q1 2013, today’s wire of almost half a billion dollars ($451.8M) repays the full loan facility with interest. Following this payment, Tesla will be the only American car company to have fully repaid the government.)
[3] https://insideevs.com/news/531709/tesla-completes-supercharg... (Tesla Completes Supercharger Factory In Shanghai; It will make 10,000 units (stalls) per year.)
False. In North America, Electrify America (https://www.electrifyamerica.com/) and Electrify Canada (https://www.electrify-canada.ca/) are automaker built. Trying to claim it "doesn't count" is just childish.
GM is funding EVgo's build of 350 kW chargers: https://insideevs.com/news/546869/gm-evgo-boost-charging-pla...
And of course you have Ionity in Europe: https://ionity.eu/
I'm unsure why you'd come in so hot with a link that doesn't back your point, and still not name the auto makers in your text.
I'm really curious to see how Tesla handles this. Will there be a surcharge or will it be more expensive for non-Tesla EVs? Will you be able to get priority in some fashion? Will Tesla, if it's truly an energy company and not an automaker begin to slowly not make as many cars? I mean if I can get a Model Y version of a Mercedes for $5k less and use all of Tesla's infrastructure ya know maybe that's an attractive option? ETC.
As an investor though I love it because my thesis is Tesla is just a slow-moving all-encompassing energy conglomerate that makes cars and this is furthering that thesis.
If that happens, Tesla should set a price for other EVs which makes it profitable for them, and then just build as many charging locations as there is demand for. Everyone wins.
On the one hand, it's great to share empty supercharger capacity with all EVs, making EVs generally more attractive - and of course, more money for Tesla from charging maybe = even more superchargers.
On the other hand, the biggest challenges with an EV vs. ICE car are (obviously) range and charging. With this in mind, the supercharger network, and supercharger capacity generally being ample, probably rate pretty high when choosing a Tesla.
It mightn't take many instances of having to wait to charge due to non-Teslas filling up supercharger capacity for that USP to fade and the Tesla ownership experience to be significantly damaged.
The benefit of not waiting by being a Tesla customer is a pretty high benefit, but could you imagine that same benefit with ICE vehicles? A gas station that you can't fuel at unless you have a specific brand of car?
This change was and is likely inevitable.
The best way Tesla can solve this is by building more of them. So you would have way more cars using the chargers but you would have physically more chargers so it would even out (in the best case scenario).
What has me wondering is, how will charge time affect the economics of these places? If you pull into just about any gas station now, you can fill your tank in 5-10minutes, more or less depending on the pump but it's exponentially less time than even waiting for an EV to charge. With more folks stopped in these places for longer, I wonder how the economics of these places will evolve.
I didn't have to imagine as, for a while, Tesla owners have had the best of both worlds: access to most 3rd party chargers out there, plus private access to the supercharger network.
Hence the conflict: the head is all in favour of breaking down those walls, but the heart likes being private members' clubs, when it's looking outwards from inside them :)
o I'm not looking forward to additional crowding at superchargers.
o I'm EV enthusiast who road-trips and who is locked into Tesla due to the supercharger network. So I'm excited because this makes other car brands far more attractive, and means my next car will likely not be a Tesla.
Neither of these reactions is good for Tesla.
https://www.tesla.com/sites/default/files/CCS/CCS_Combo_2_Ad...
It may also be to be one step ahead of legislation that might make it mandatory. Or as part of government grants etc.
I did notice they were only opening this up on the less busy superchargers.
1. They've spent a decade building the largest, highest quality network. From site selection, permitting, building components, construction, they are probably the most capital efficient org out there.
2. Others are catching up, eventually the supercharger network will be a commodity.
3. They have plenty of capital, so they can just get ahead and outbuild everyone else. There's only so many chargers a geolocation needs. They may come to dominate fast charging. 4. It's still clunky for non Tesla's, but about the same as the competition. The Tesla charging experience is still gonna be a step ahead.
While I understand some of the fears of Tesla owners about congested charging stations, as a non-Tesla EV owner I appreciate this opening.
I'm willing to pay more for good infrastructure and Tesla sure is providing that. So is Ionity and fastned but most others (speaking about Germany) fail to do that.
Maybe Tesla should outsource the charging stuff to not get in conflict with antitrust laws or sth. like that, but I'd love to see another big player provide good charging infrastructure for all EVs.
There are a good number of Chademo chargers around here. Tesla has better coverage though so it would be nice.
This feels like something that would be illegal if say, a gas station had a deal to give better gas prices to Toyota owners.
Tesla is a car manufacturer, and the gas station (chargers), and the oil company (grid tech, battery tech).
Not only that: Tesla has said that they will start licensing their FSD tech to other companies.