The Tesla Supercharging community, which began in September 2012, is likely one of the largest EV fast-charging networks on the earth, however does it sustain with the load as Tesla automotive gross sales continually enhance?

Just lately, the community expanded to 35,000 particular person connectors (stalls), which can be found solely to Tesla automobiles (except a pilot program for non-Tesla EVs in some European international locations).

We now have been fastidiously monitoring the enlargement of the Superchargers quarter by quarter, which mixed with gross sales knowledge, permits us to verify the relation between the variety of Tesla automobiles on the street and Supercharging stations/stalls.

Because it seems, regardless of the robust development of latest Supercharging websites, the community just isn’t increasing as quick automotive Tesla’s automotive gross sales.

As of the tip of the primary quarter of 2022, Tesla’s cumulative gross sales exceeded 2.64 million, whereas the variety of stations was 3,724 (with 33,657 particular person connectors).

It implies that globally, there have been 78.6 Tesla automobiles per one station and 711 Tesla automobiles per one stall, on common (with out accounting for geographical distribution).

These numbers are considerably increased than just a few years in the past. The common ratio of automobiles per station greater than doubled in comparison with Q1 2018 (up 130% from 34 to 78.6). Within the case of connectors, the ratio nearly tripled, from 263 to 711 (up 170%).

From the Tesla driver’s perspective, a better variety of automobiles per station/stall implies that the infrastructure turns into much less accessible (a better probability that the majority/all stalls shall be occupied), particularly at peak demand.

It is likely to be partially offset by different elements, like a better driving vary of electrical automobiles, increased charging energy (shorter charging time), extra accessible third-party charging infrastructure, automobiles faraway from use, and so on.

We do not know what degree is “regular”,” as it is a fully new enterprise mannequin and the state of affairs may be very dynamic. Tesla was identified for a really sturdy charging community, so perhaps it was scaled up at first and now it’s steadily adjusting to a commercially viable degree?

The previous quarters point out an upward development, in the direction of 1,000+ automobiles per station and 100+ automobiles per stall. The 4-year quarterly common is respectively 986 and 98.

That is additionally an indicator for brand spanking new markets – what number of automobiles should be bought to persuade Tesla to deploy a brand new station.

In Q1 2022, Tesla’s new gross sales divided by the variety of new Superchargers, present 1,250 automobiles per station and 144 automobiles per stall.

An important query is what is going to occur if Tesla opens the community to non-Tesla EVs, not solely in Europe, but in addition in North America and globally? Together with non-Tesla EVs, there shall be much more automobiles per station/stall.