“As we move to an all EV future, the demand for charging will increase. Coupled with the potential for Tesla’s innovation solving the biggest challenges of charging returns (capex, electricity cost) the option value could be higher than investors appreciate.
“It is our working assumption that Tesla will continue to open up its Supercharging network to non-Tesla vehicles.”
During its Investor Day presentation, Tesla provided details on Supercharger deployment and operational costs.
With both hardware and deployment costs up to 75% lower than its competitors, Tesla has a huge advantage over over other networks as it rolls out its network, which is growing at 35% year-on-year.
Tesla has also significantly reduced its Supercharger operation costs (excluding power costs) over the last 2 years.
