Tesla is not just an EV company, it is the future owner of the electric highway | by Pavle Marinkovic | January 2024

What this means for your portfolio

AI generated image with Dall-E

Tesla Superchargers are the new filling stations of the EV era.

What’s going on?

Tesla is creating a nationwide network of high-speed chargers. It’s part of their core business model. Tesla currently has more than 50,000 compressors across major world routes and more 5,000 exclusive refueling stations.

This is just the tip of the iceberg, believe it or not.

Tesla is trying to do that to become the world’s leading EV charging provider and from what we can see, it’s on the right track.

  • They pair with gas station chains like Buc-ee’sto dramatically increase the availability of their compressors.
  • They are probably building their compressor stations half the cost their competitors.
  • Several major car companies (e.g. Volkswagen, Audi, Porsche) will adopted North American Tesla charging standard.
  • Their compressors are faster than the competition. It takes 15 minutes to charge a Tesla 170 million. The competition will only get 60 million in 30 minutes of charging.

But there is another biggest development.

Tesla is close to becoming the official charging standard in North America. Their North American Charging Standard (NACS) will act as a universal plug for EV charging.

That’s super huge, here’s why:

  • This move solidifies Tesla’s position as a leader in the EV market.
  • Other major car companies such as Volkswagen, Ford and GM will be adopted NACS, which will see a massive increase in the use of Tesla’s Supercharger network.
  • Every time someone charges their car, they get a shear. It’s like Apple charging a 30% fee for apps in their store. They will become the gateway for all other players.
  • By becoming the standard, Tesla is significantly expanding its own potential customer base outside Tesla car owners.
  • Alignment with government standards could also benefit Tesla public funding which will further expand their EV infrastructure. Get…

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