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Tesla's Charging Business Keeps Growing -- WSJ

Tesla's Charging Business Keeps Growing -- WSJ

Dow JonesDow Jones2026/10/21 21:33

By Patrick George

U.S. electric-vehicle sales have continued to slide since tax incentives were phased out last year. But America's EV charging infrastructure keeps growing, with Tesla doing some of the heaviest lifting.

The company reported that Supercharger infrastructure grew 15% year-over-year in the third quarter, with 8,904 stations globally-good for 84,465 plugs.

Tesla does not break out charging-specific revenue. But it does list it under services like Full Self-Driving (Supervised) subscriptions, and that category was up 33% in the third quarter. That growth offset declines in Tesla's automotive sales and energy business.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

(END) Dow Jones Newswires

October 21, 2026 17:33 ET (21:33 GMT)

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