Tesla has shared a powerful information level about its Supercharger community: 1.4 TWh of power delivered in a single quarter.
What does it imply?
Tesla shared these three new information factors about its charging community in Q3 2024:
Tesla’s stall deployment level is a bit misleading right here because it mentions the variety of new stalls deployed and claims 23% year-over-year development.
It’s true that Tesla has grown the Supercharger community 23% year-over-year, however its quarterly stall deployment is definitely down -7.4% in Q3 in comparison with Q3 2023 when it deployed greater than 3,000 stalls.
That’s not stunning contemplating CEO Elon Musk fired Tesla’s whole charging staff in a kneejerk response earlier this 12 months and needed to rehire many members of the staff after the actual fact. We beforehand famous that the deployment has slowed down since, however the bulk of the influence needs to be felt subsequent quarter because the websites already within the pipeline previous to the layoffs get exhausted.
What’s extra thrilling and an information level that Tesla hasn’t shared in a very long time is that it delivered 1.4 TWh of electrical energy by way of the Supercharger community in Q3.
That’s concerning the utilization of the Supercharger community, which is certain to spike proper no matter Tesla’s new Supercharger deployment because of more and more extra non-Tesla EVs being onboarded within the system.
TWh is a tough quantity for individuals to visualise as it’s 1.4 trillion watt-hour or 1.4 billion kWh.
It’s beginning to grow to be a giant enterprise for Tesla.
Electrek’s Take
It’s arduous to get a transparent common price per kWh for Tesla’s Supercharger community because it varies vastly by area.
Let’s say it’s $0.35 per kWh. That might imply $490 million in income. If it’s nearer to $0.50 per kWh, it’s $700 million in income in a single quarter. That’s spectacular.
After all, we’re speaking about income right here and never profitability. Tesla has considered one of if not the bottom price of DC fast-charging station deployment, however the price of operation are nonetheless excessive because of peak prices.
Regardless, it’s turning into large enterprise for Tesla.
As for the CO2 offsetting, that’s purely primarily based on the way you energy these charging stations, and fortunately, the grid is quickly transitioning to renewable power.
