Tesla’s infrastructure is growing at a new record pace with more stores and service centers added in the last quarter than ever, but it’s still not growing as fast as its deliveries.
The phrase “victim of its own success” is something that you can often apply to Tesla, especially when it comes to service.
The automaker has been growing its production and deliveries so fast that it has been hard to keep up the infrastructure to support such a fast-growing customer fleet. However, we are now seeing Tesla deploy new infrastructure at a record pace based on the new data released in Tesla’s Q3 2022 financial results.
Tesla’s store and service center count increased to a record 728 locations last quarter. Last quarter, Tesla added 41 retail and service locations. That’s significantly more than 18 to 25 new locations it opened every quarter for the past two years:
While this is a new record number of locations opened in a quarter, it is still only growing 16% year-over-year compared to 42% growth for Tesla’s deliveries during the same period. To be fair, locations don’t equal service capacity as Tesla has been investing lately in bigger service centers, and it has been changing its service process to increase capacity.
Tesla has also been growing its mobile service fleet, which consists of vehicle technicians traveling in cars and vans equipped to do the most common service tasks performed on Tesla vehicles. The company added 79 new vehicles to that fleet for 29% year-over-year growth.
Service is not the only infrastructure that Tesla is growing at a record pace. Tesla deployed 2,718 new Superchargers in Q3 2022. That’s more than the 2,508 Superchargers it deployed the previous quarter, which itself was a record. The automaker now operates 38,883 Superchargers at 4,283 locations around the world. It grew 33% year-over-year – again lagging a bit behind Tesla’s 42% global delivery growth.
In the case of the Supercharger network, you can’t even just compare it to Tesla’s delivery growth since the automaker is also opening up the network to non-Tesla EVs, and it is starting to become a significant revenue stream.
Tesla noted in its Q3 shareholder’s letter:
Paid supercharging grew more than 3x compared to the prior year and we are working to further accelerate our deployments. We continue to expand Supercharging pricing from fixed to variable to better manage vehicle flow through our network.
The automaker has been investing in bigger Supercharger stations with more connectors per station, which has also been contributing to total charging capacity deployment.
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Following approval from Transport Canada, EV startup Workhorse will be bringing the W56 and W750 model electric delivery vans to commercial truck dealers in Canada as early as this spring.
“This is a major step forward for Workhorse,” says Josh Anderson, Workhorse’s chief technology officer in a press statement. “Pre-clearance from Transport Canada opens up a large new market for our products throughout Canada, including with fleets that operate across borders in North America.”
Despite that uncertainty, Workhorse execs remain upbeat. “We’re excited that our electric step vans can now reach Canadian roads and highways, providing reliable, zero-emission solutions that customers can depend on,” added Anderson.
Canadian pricing has yet to be announced.
Electrek’s Take
FedEx electric delivery vehicle; via Workhorse.
There’s no other way to say it: the Trump/Musk co-presidency is disrupting a lot of companies’ plans – and that’s especially true across North American borders. But in all this chaos and turmoil there undoubtedly lies opportunity, and it will be interesting to see who ends up on top.
The new Liebherr S1 Vision 140-ton hauler is unlike any heavy haul truck currently on the market – primarily because the giant, self-propelled, single-axle autonomous bucket doesn’t look anything like any truck you’ve ever seen.
Liebherr says its latest heavy equipment concept was born from a desire to rethink truck design with a focus only on core functions. The resulting S1 Vision is primarily just a single axle with two powerful electric motors sending power to a pair of massive airless tires designed carry loads up to 131 tonnes (just over 140 tons).
The design enables rapid maintenance, as important components easily accessible for quick servicing. Wear parts can be replaced efficiently, and the electric drive significantly reduces maintenance work. This helps to minimise downtimes and increases operational efficiency.
LIEBHERR
Because of its versatility, durability, and ability to perform zero-turn maneuvers that other equipment simply can’t, the Liebherr S1 Vision can be adapted for various applications, including earthmoving, mining, and even agriculture. There’s also a nonzero chance of this technology finding applications supporting other on-site equipment through charging or fuel delivery.
The S1 accomplishes that trick safely with the help of an automatic load leveling system that ensures maximum stability, even on bumpy or rough terrain. The company says this technology significantly reduces the risk of tipping while providing smooth and secure operation across various environments.
The HD arm of Hyundai has just released the first official images of the new, battery-electric HX19e mini excavator – the first ever production electric excavator from the global South Korean manufacturer.
The HX19e will be the first all-electric asset to enter series production at Hyundai Construction Equipment, with manufacturing set to begin this April.
The new HX19e will be offered with either a 32 kWh or 40 kWh li-ion battery pack – which, according to Hyundai, is nearly double the capacity offered by its nearest competitor (pretty sure that’s not correct –Ed.). The 40kWh battery allows for up to 6 hours and 40 minutes of continuous operation between charges, with a break time top-up on delivering full shift usability.
Those batteries send power to a 13 kW (17.5 hp) electric motor that drives an open-center hydraulic system. Hyundai claims the system delivers job site performance that is at least equal to, if not better than, that of its diesel-powered HX19A mini excavator.
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To that end, the Hyundai XH19e offers the same 16 kN bucket breakout force and a slightly higher 9.4 kN (just over 2100 lb-ft) dipper arm breakout force. The maximum digging depth is 7.6 feet, and the maximum digging reach is 12.9 feet. Hyundai will offer the new electric excavator with just four selectable options:
enclosed cab vs. open canopy
32 or 40 kWh battery capacity
All HX19es will ship with a high standard specification that includes safety valves on the main boom, dipper arm, and dozer blade hydraulic cylinders, as well as two-way auxiliary hydraulic piping allows the machine to be used with a range of commercially available implements. The hydraulics needed to operate a quick coupler, LED booms lights, rotating beacons, an MP3 radio with USB connectivity, and an operator’s seat with mechanical suspension are also standard.
HX19e electric mini excavator; via Hyundai Construction Equipment.
The ability to operate indoors, underground, or in environments like zoos and hospitals were keeping noise levels down is of critical importance to the success of an operation makes electric equipment assets like these coming from Hyundai a must-have for fleet operators and construction crews that hope to remain competitive in the face of ever-increasing noise regulations. The fact that these are cleaner, safer, and cheaper to operate is just icing on that cake.