I agree with
@Stephen Cerruti at the present time. As with all things Tesla they are capacity constrained with Supercharger stations. There are now Supercharger stations built in both Buffalo and Shanghai with much more capacity to come. Now that Europe is mainly CCS the entire system in NA will change also. Congestion is a big problem and would become worse with other brands, if nothing changed. However, the network is to triple in the next wo years:
The Wiki gives a decent history:
en.wikipedia.org
The point of all that is that Tesla has built all that almost totally without subsidy of any kind. Further, the newer stations are mostly using the Tesla autobiddexr system to optimize energy costs. While that is another topic, Electrify America began to use Tesla battery storage and Autobidder to reduce their energy costs and increase stability.
The normal problem for EV drivers is that we tend to understate the rate of change. For North America the structural problems are quite simple. Near universal coverage is needed to accelerate acceptance. Similarly gigantic urban and Suburban expansion si needed to cope with EV density issues. The urban problems desperately needier-universal Multi-family-dwelling, office parks, shopping centers and public attraction coverage. Thus far too much has been Tesla because they were the only one funding expansion. Then after VAG had lost suits, Electrify America was born. All over the world it has been similar.
I am positive that Tesla will massively expand locations, stall numbers and charging speeds. Charging speeds must get much faster in order to reduce eventual stall number requirements.
I am equally positive that The Geely Group will continue to cooperate with others as quickly as they can.At this point we'll also see Hyundai-Kia making commitments because they've just stopped ICE development entirely. Whatever we see today bears little resemblance to what will eb in two years time.
Whether the BBB plan happens or not, the infrastructure for BEV is happening. We all know BBB was primarily a bailout for GM, Ford and the NA brands of Stellantis (AKA Chrysler). Factually this is not fundamental to BEV adoption, even though on the face it appears to be. The very inclusion of hybrids proves it is not serious.
Tesla is a registered public utility participant in EU, UK, and Texas (ERCOT). The major industrial members of CharIN are devoted to expansion of charging:
Empowering the next level of e-mobility by developing and establishing the Combined Charging System (CCS) as the global standard for charging battery powered electric vehicles.
www.charin.global
We have everyone from GE to Siemens and nearly all major electrical equipment suppliers in CharIN:
qa-with-charin-north-america-president-its-all-about-interoperability
What all this means is that we are perhaps a year away from quite massive NA charging infrastructure growth with interoperability the Holy Grail for broad acceptance.
As a US and Brasil EV owner I'm hoping that revolution becomes the norm worldwide. The sudden onslaught of new BEV models in Brasil gives hope too.
Anyway, for China, Europe, North America, South Korea and several other countries the advantages of widespread Tesla Superchargers has led to rapid alternative systems. We really should applaud any manufacturer which advances the cause of renewable energy adoption.
Remember Geely figured that one out when they bought Condo Taxi and turned them into BEV. We can be assured that Volvo and the rest fo the group are working as quickly as they can to push interoperability. Just remember what happened after Volvo invented three point seat belts. Thus, we are part of a revolution. Ignore the brands and push for universality!
Sorry, if I seem too polemic.