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Tesla 60K Chargers

Thomas by Thomas
November 7, 2025
in Business & Finance, Stocks
0
Tesla 60K Chargers

Tesla’s Supercharger network hit a monumental 60,000-stall milestone in mid-2025, surging past this threshold with over 62,000 connectors by Q3 end, as the company added approximately 5,000 new stalls in that quarter alone—accelerating from Q2’s 2,912 net additions to meet exploding demand from Tesla’s fleet and 20+ non-Tesla automakers now integrated via the North American Charging Standard (NACS). Spanning 55 countries with 7,800+ stations—up 18% YoY—the network clocks 99% uptime, delivering 10 million charges monthly at an average 15-minute session, per Tesla’s Q3 2025 shareholder update, where V4 stalls dominate with 250 kW continuous output and 350 kW peaks for 800V architectures like the Cybertruck. “We’re not just building chargers; we’re engineering the backbone of global EV mobility,” noted Charging Director Omead Afshar in an October X post, highlighting the 70,000th stall’s unveiling in Burleson, Texas—a 12-stall mega-site underscoring denser deployments averaging 9.5 stalls per location.

This proliferation powers 20 million NACS-compatible vehicles, with adapters bridging legacy CCS1 fleets for Ford F-150 Lightning, GM Ultium rigs, Rivian R1T adventurers, and newcomers like Hyundai Ioniq 5, Volvo EX90, and Mercedes EQS—now accessing 15,000+ North American stalls without friction, as SAE J3400 standardization in September 2024 phased out Magic Dock needs. In Europe, CCS2 interoperability via V4 cabinets (up to 500 kW peaks) opens doors for BMW i4, VW ID.4, and Porsche Taycan drivers at 20,000+ EU stalls, while Asia-Pacific sees NACS pilots in Japan and Australia, where Goulburn’s 20-stall behemoth—Australia’s largest—launched in Q3, slashing wait times 40% amid 1,000+ monthly global additions. U.S. coverage hits 95% of highways within 150 miles, backed by $500 million NEVI allocations for 12,000+ stations—over half the network’s 35,000 North American stalls—yielding 1.4 TWh dispensed in Q1 alone, a 26% YoY leap equivalent to 42 million sessions or enough to circle Earth 50,000 times.

V4 tech, rolled out since Q3 2025, slashes costs to under $40,000 per stall—30% below V3—via 1MW cabinets powering eight units with integrated card readers and 1,000V support, enabling 500 kW bursts for Semi trucks at hubs like Sparks, Nevada. This fuels Tesla’s $1 billion 2025 capex, targeting 100,000 stalls by 2026 amid NEVI’s $5B push, where Superchargers claim 75% of U.S. DC fast capacity—outpacing Electrify America 3:1—while global EV sales hit 18 million units, per IEA, demanding 2x infrastructure density. Challenges? Early V4 pilots faced 5% permitting delays in California, but 99.95% uptime—verified by DNV audits—crushes rivals’ 85% averages, with AI-optimized queuing in the app averting 20% peak-hour bottlenecks.

Economic tailwinds abound: NACS royalties from CharIN licensees add $200 million ARR, while non-Tesla utilization—up 15% QoQ—boosts revenue 18% to $1.2 billion quarterly, subsidizing free Supercharging for early Model S/X owners. For fleets, Rivian-GM pacts integrate 5,000 stalls for commercial routing, slashing logistics emissions 30% per Deloitte models. Broader harmony: amid $386 billion renewables H1 inflows (BNEF), solar-Megapack pairings at 500 sites store excess for off-peak loads, yielding 97% grid efficiency.

Tesla’s quiet momentum yields charging’s enduring idyll: this expansion’s quiet proliferation unveils a new era where 60,000’s vast stalls bridge EV voids, transforming mobility with enduring harmony. From range-anxiety relics to seamless superhighways, the network heralds 50 million EVs by 2030—watch Q4 for 75,000th stall; if V4 scales 2x, a $10B ecosystem beckons, electrifying horizons one bolt at a time.

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