Tesla’s $TSLA ( ▲ 0.14% ) vehicle sales may be softening, and brand sentiment remains complicated, but one part of the business is scaling with little resistance: its charging network.
In Q2 2025, Tesla Charging (via its official X account) said the company:
Deployed 3,500 new Supercharger stalls (+18% YoY)
Delivered 1.6 terawatt-hours of energy (+26% YoY)
Logged 45 million charging sessions (+26% YoY)
And offset 716 million liters of gasoline
That’s a long way from 2012, when Tesla launched just six Supercharger stalls to serve early Model S buyers across California, Nevada, and Arizona.
Back then, it was a brand-exclusive, free-to-use perk meant to kill range anxiety. Elon Musk called it a “game changer” and a way to show EVs could be better than gas for long-haul travel.
Now in 2025, Tesla runs three tiers of access:
Tesla-only stalls (legacy setup)
Magic Dock-equipped stalls (which include a built-in adapter for non-Tesla EVs)
NACS Superchargers (for EVs shipping with the North American Charging Standard port)
Twelve OEMs are onboard: Ford, GM, Genesis, Honda, Hyundai, Kia, Lucid, Mercedes, Nissan, Polestar, Rivian, and Volvo. Some have full integration. Others are still adapter-bound.
Lucid and Honda are the latest to join the network, per separate releases from the brands yesterday. But their setups (and user experiences) differ a bit.
According to Lucid:
Supercharger access starts July 31 for all Air models, regardless of trim or year
Connectivity requires a $220 Lucid-approved NACS-to-CCS1 adapter
The setup only works with V3 Superchargers and above
Charging is capped at 50 kW (~200 miles of range per hour, per Lucid)
And charging is initiated through the Lucid app, with payment via Lucid Wallet
Electrek pointed out that the 50 kW cap is a serious bottleneck, especially for a car designed to charge at 300+ kW on other networks. That said, Lucid’s upcoming Gravity SUV won’t face that issue, given that it ships with a native NACS port and no adapter requirement.
For Honda and Acura: access is already live.
Prologue and ZDX owners can now use 23,500+ Superchargers via a $225 Honda-approved adapter (sold online and at dealerships)
Charging runs through the Tesla app today, with HondaLink and Acura EV app integration still in the works
One note: Honda’s release warns that damage from third-party adapters may not be covered under warranty.
Why this matters: In Q2, Tesla held 46% of the U.S. EV market, according to CarEdge. GM, the closest runner-up, came in at 14.9%.
Even still, Tesla remains in favor of bringing on as many OEMs as possible to its network, so that EV adoption can continue.
Tesla’s plan: “As we expand our manufacturing operations globally, we will also have to continue to increase and staff our delivery, servicing, and charging infrastructure accordingly, maintain our vehicle reliability, and optimize our Supercharger locations to ensure cost effectiveness and customer satisfaction,” a statement from the automaker’s Q1 financials read.
“In particular, as other automotive manufacturers have announced their adoption of the North American Charging Standard (“NACS”) and agreements with us to utilize our Superchargers, we must correspondingly expand our network in order to ensure adequate availability to meet customer demands.”
Big picture: Tesla’s network is growing fast, with OEMs increasingly lining up to plug in. However, with brand scrutiny intensifying, the question is whether public perception will eventually catch up, and if Musk’s plans to scale the network in tandem with demand will take a hit down the line.
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