Tesla kan x-miljarden verdienen als ze hun superchargers openstellen voor andere EV.
En
Tesla gaat dat ook doen, momenteel hebben ze 28.900 Suc-laadpunten maar dit groeit elke week verder aan, +49% t.o.v. verleden jaar YoY.
Dit rekende Goldman Sachs uit:
Bij 25k laadpunten aan 10 dagelijks ladende vreemde EV extra halen ze al bijna $1 mrd extra binnen.
En Tesla heeft 29k momenteel. Maar in 2 jaar zullen ze aan 50k Suc zitten dan zijn zelfs maar 5 vreemde EV extra al voldoende voor $ 1 mrd extra.
Citaat:
https://www.teslarati.com/tesla-supe...-to-other-evs/
Elon Musk recently announced that Tesla is planning to open its Supercharger Network to other EVs later this year. Following the announcement, Goldman Sachs crunched the numbers and estimated that Tesla could make more than $25 billion in annual revenue by opening up its charging network to other electric cars.
As part of its computation, Goldman Sachs considered the amount of Level 3 Superchargers in Tesla’s networks. According to the investment bank’s research, Tesla has ~3,000 stations with about 25,000 or more stalls. It also considered the amount Level 2 Destination Chargers Tesla built in partnership with various hotels, restaurants, shopping centers, and resorts.
Tesla has Superchargers in various parts of the globe, which would be beneficial to any EV owner. As such, Goldman Sachs concluded that Tesla has the “largest fast-charging network in the world.”
“Tesla opening up its network could represent a sizable opportunity over time as the EV fleet grows, especially if Tesla charges more for non-Tesla owners…” wrote the investment bank in its research.
“In Exhibit 4, we show the potential revenue opportunity if Tesla were to open up its Supercharger network to non-Tesla vehicles and charges on a per-use basis. The first column shows the monetization opportunity with Tesla’s current installed base of 25k chargers, and if the base grew to 500K Superchargers in the long-term for illustrative purposes (could be a 25+ bn in annual revenue, depending on average use and price.”
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