Regarding the Goldman Sacs estimates of revenue from superchargers:
According to the South China Morning Post:
https://www.scmp.com/business/companies ... gn=3120578Tesla’s new Super Charger will produce 10,000 V3 super chargers per year. Assuming 1 charger will have 10 stalls, then that equates to 1000 locations per year.
This can be compared with 2020 data:
https://www.electrive.com/2021/03/08/te ... milestone/Tesla built 743 new sites with 7,173 charging points worldwide in the entire year 2020. To date, they claim to run over 20,000 charge points globally.
In 10 years the China factory could produce 100,000 charger stalls at 10,000 locations.
If the average charge cost is $10.50 and there are 10 BEV charged per day, then this gives a revenue of:
10.5 x 10 x100,000 x 365 = $3.8 billion agreeing with the table of Goldman Sacs.
Tesla might open another, or several more supercharger factories leading to Superchargers at more than 10,000 locations after 10 years and the average charge cost may go up.
All of this shows how Tesla is becoming both the Henry Ford of the automobile revolution and the Rockefeller of fuelling these cars.
Tesla made nearly 500k cars last year and may make double that this year and all these cars need to be charged and other makers are also making many more BEV.
One could argue that other makers will produce superchargers and the market will get saturated, but Tesla has the advantage of first mover and brand loyalty.
I don’t think one should dismiss such potential revenue streams lightly.
Regards,