As Tesla Sales Grow, Can Superchargers Keep Up?

One of Tesla Motors' key selling points is its Supercharger network, a system of publicly-accessible, high-power electric vehicle rechargers that can juice up Tesla models to an 80 percent charge (around 170 miles of range) in about 30 minutes. Perhaps as important: It’s free.

The Superchargers are located along key Interstate highway corridors, often in rest areas with chain restaurants, so that owners can grab a bite while their Tesla is recharging. The proprietary charging port only works on Tesla vehicles.

Tesla plans to double the size of the Supercharger network by the time the more affordable, higher-volume Model 3 arrives in showrooms at the end of 2017. The Model 3’s price will range from $35,000 to near $60,000, with an annual U.S. sales target of around 200,000 vehicles. That means if all goes according to the sales plan, by 2020 there will be nearly 1 million Teslas on the road. Can the Supercharger network keep up?

Tesla has said Superchargers are meant for vacation-style road-tripping, not as a replacement for an in-home charger for the daily commute. But the lure of a free, quick recharge has been strong for many, which has already led to frustrating wait times at key locations. Last Christmas, a photo circulated on social media showed a half-dozen cars lined up at the Tejon Ranch station in California, with owners reporting more than a dozen cars waiting.

Some would argue that this was an extreme case—a busy route on a holiday weekend—but it shows the potential problem when vehicle supply outstrips electrical demand.

Let’s do the math: Currently, there are 1,725 Tesla Supercharger outlets in the U.S. for 66,000 Teslas in operation—that's a single outlet for every 38 Teslas. If the company does manage to double its Supercharger network by the time the Model 3 arrives, that will bring the number to around 3,500 outlets.

But even if Tesla decided to keep up that pace of Supercharger expansion and build another 1,800 Supercharging outlets every year between now and the end of 2020, the result would be about 10,725 outlets for about 1 million Teslas on the road. That works out to 1 outlet for every 93 cars, more than doubling the current cars-to-chargers ratio.

However, that projected math is too optimistic, says Brad Erickson, a market analyst who tracks Tesla for Pacific Crest Securities.

Erickson expects “the pace of Supercharger additions to slow toward the end of decade,” because Tesla believes the vast majority of charging will occur at Tesla owners’ homes. Tesla’s rationale: Most commutes or city trips are 30 miles or less. There’s no need for tens of thousands of Superchargers.