Tesla fast-charging pile ＂promising＂ with Ford, GM
At the end of May, Tesla reached an agreement with Ford Motor allowing Ford's electric vehicles to use Tesla's approximately 12,000 Superchargers in North America starting in 2024, which was hailed by Wall Street analysts as a "win-win" between the traditional automaker and Tesla.
Then, on June 8, local time, General Motors also announced a charging agreement with Tesla, also next year to open 12,000 charging piles. And from 2025 onwards, electric cars produced by GM will use the Tesla charging interface. In response, GM's CEO said the company expects to save up to $400 million in electric vehicle charging construction costs from the partnership. This is another "win-win" that both sides are happy with, and the biggest winner is Tesla.
At this point, the new energy vehicle elimination race in North America has been declared over in advance, and the future pattern has become "the champion and his several chaperones".
The main reasons are the following 3 points:
① Tesla, Ford, and General Motors occupy 70% of the new energy vehicle market, and they have formed a stealth alliance through the charging pile, which has completed the control and dominance of the market.
According to public data, Tesla has 17,711 supercharging piles in North America, accounting for 60% of the total number of fast-charging piles in the U.S. CSS can't compete with Tesla, and the two giants Ford and GM The "jumping back" has added to the embarrassing situation of CSS, which is already weak.
③ Tesla sales in North America have always been "far ahead", and predictably, the rest of the Japanese, Korean, European, and American brands of electric cars, can not launch a strong challenge to Tesla's list position.
From a comprehensive point of view, Tesla's trams and fast-charging piles are still in the expansion and rising period, and the momentum is even stronger after "taking down the little brother". It can be considered that Tesla is accumulating a "small victory", in the process of quantitative change, after the critical point to usher in the "big victory".
Just to charging pile as the entry point, Tesla to new energy vehicles track within the roll, can occupy the largest piece of cake; outward to form the erosion of fuel cars and gas stations pressure, especially in the central United States, the sparsely populated road, "more piles than stations" is not impossible. Because the previous construction progress for the charging pile is relatively conservative, after a single, less constraint, Tesla can step forward to do faster.
In addition, Musk in his "third chapter" activities and other public speeches, has repeatedly mentioned its energy storage plant, and energy storage strategy, and with Tesla charging pile in North America to accelerate the popularity of the old horse will bring more new patterns, he can be too good at "the whole wave of big ".
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