Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman-To The Moon - Tiger Brokers Online Investing Community

Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman

StreetInsider2022-07-01

Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...

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Comment（36）

Pingu829
·2022-07-05
Nice....
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GuSen
·2022-07-02
Never underestimate the mind of a maverick. He will not play your game but you will play by his rules!
Reply
2
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tigernaut
·2022-07-01
👍
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YnR V
·2022-07-01
[Thinking]
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JLKang
·2022-07-01
Only time will tell
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Joe Lamborgh
·2022-07-01
Yes future need it
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LuckyB
·2022-07-01
[smile]
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2
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Newnew
·2022-07-01
Hi
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2
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FattyBull
·2022-07-01
Nice
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3
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Wafu
·2022-07-01
Like
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1
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chinks29
·2022-07-01
Ok
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1
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John.sw
·2022-07-01
[Like]
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2
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JenneyJJ
·2022-07-01
Wait and see。。。
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5
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Velisian
·2022-07-01
👍🏻
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2
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pal22
·2022-07-01
👌
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1
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4West
·2022-07-01
Nice
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1
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PSFund
·2022-07-01
Buy tsla before they announce
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3
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runningjames
·2022-07-01
Great...
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3
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ccy1122
·2022-07-01
[OK] [OK] [OK] [Like] [Like] [Like]
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3
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DragonKC
·2022-07-01
A very good paid marketing from Tesla to Goldman to write this report when Tesla stock is going terribly downwards.
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If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. 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Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. 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He will not play your game but you will play by his rules!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044639759","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9044992582,"gmtCreate":1656687156946,"gmtModify":1676535877216,"author":{"id":"3567239827558758","authorId":"3567239827558758","name":"tigernaut","avatar":"https://static.tigerbbs.com/66e331c670eb88443b88c6bdb76224cf","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"idStr":"3567239827558758","authorIdStr":"3567239827558758"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044992582","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045748279,"gmtCreate":1656663280491,"gmtModify":1676535873712,"author":{"id":"4117923877834922","authorId":"4117923877834922","name":"YnR V","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4117923877834922","authorIdStr":"4117923877834922"},"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045748279","repostId":2247388300,"repostType":2,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045734187,"gmtCreate":1656652838549,"gmtModify":1676535872064,"author":{"id":"4094622337222610","authorId":"4094622337222610","name":"JLKang","avatar":"https://static.tigerbbs.com/33ab643c577c9cadc6055155d6382c3a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4094622337222610","authorIdStr":"4094622337222610"},"htmlText":"Only time will tell&nbsp;","listText":"Only time will tell&nbsp;","text":"Only time will tell","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045734187","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045454535,"gmtCreate":1656646633627,"gmtModify":1676535870836,"author":{"id":"4117185012031742","authorId":"4117185012031742","name":"Joe Lamborgh","avatar":"https://community-static.tradeup.com/news/6a5ec7dedac4ae7160136711190cf5f7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4117185012031742","authorIdStr":"4117185012031742"},"htmlText":"Yes future need it","listText":"Yes future need it","text":"Yes future need it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045454535","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045458178,"gmtCreate":1656645868394,"gmtModify":1676535870738,"author":{"id":"4101188939263620","authorId":"4101188939263620","name":"LuckyB","avatar":"https://static.tigerbbs.com/f4bdf431974bad36ffefcd0a3d4bda6d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4101188939263620","authorIdStr":"4101188939263620"},"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045458178","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045484183,"gmtCreate":1656642408642,"gmtModify":1676535870059,"author":{"id":"3583016139705080","authorId":"3583016139705080","name":"Newnew","avatar":"https://static.tigerbbs.com/c1f72fa81dd8aa4df22904e9ff7b7c9b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3583016139705080","authorIdStr":"3583016139705080"},"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045484183","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045489124,"gmtCreate":1656641736668,"gmtModify":1676535869827,"author":{"id":"4115527649974162","authorId":"4115527649974162","name":"FattyBull","avatar":"https://community-static.tradeup.com/news/373415101d06ff7417c1853d1330e794","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":0,"idStr":"4115527649974162","authorIdStr":"4115527649974162"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045489124","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045480932,"gmtCreate":1656641627526,"gmtModify":1676535869796,"author":{"id":"3575505100092231","authorId":"3575505100092231","name":"Wafu","avatar":"https://static.tigerbbs.com/0fa81128865bb0701d14c8c5b8570921","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3575505100092231","authorIdStr":"3575505100092231"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045480932","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045411331,"gmtCreate":1656641064023,"gmtModify":1676535869634,"author":{"id":"4095681829599530","authorId":"4095681829599530","name":"chinks29","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"4095681829599530","authorIdStr":"4095681829599530"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045411331","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045432875,"gmtCreate":1656640499097,"gmtModify":1676535869476,"author":{"id":"4116072517700132","authorId":"4116072517700132","name":"John.sw","avatar":"https://community-static.tradeup.com/news/93e31ab9c41448c89e97218f249287ef","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":1,"idStr":"4116072517700132","authorIdStr":"4116072517700132"},"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045432875","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045543582,"gmtCreate":1656637526746,"gmtModify":1676535868268,"author":{"id":"3573203718015318","authorId":"3573203718015318","name":"JenneyJJ","avatar":"https://static.itradeup.com/news/b13adb37ca4f467841be761d65d844b5","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3573203718015318","authorIdStr":"3573203718015318"},"htmlText":"Wait and see。。。","listText":"Wait and see。。。","text":"Wait and see。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045543582","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045525988,"gmtCreate":1656636444644,"gmtModify":1676535867937,"author":{"id":"4098362504416610","authorId":"4098362504416610","name":"Velisian","avatar":"https://static.tigerbbs.com/6029ab3d576aaa54a32ef0816a1a48eb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4098362504416610","authorIdStr":"4098362504416610"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045525988","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045562887,"gmtCreate":1656635802049,"gmtModify":1676535867547,"author":{"id":"3573639758582771","authorId":"3573639758582771","name":"pal22","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573639758582771","authorIdStr":"3573639758582771"},"htmlText":"👌","listText":"👌","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045562887","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045566627,"gmtCreate":1656635726769,"gmtModify":1676535867532,"author":{"id":"4112575701443832","authorId":"4112575701443832","name":"4West","avatar":"https://community-static.tradeup.com/news/4f1621f91b85bb6814f52425dfbe6add","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4112575701443832","authorIdStr":"4112575701443832"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045566627","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045584395,"gmtCreate":1656635301517,"gmtModify":1676535867374,"author":{"id":"3581720614399200","authorId":"3581720614399200","name":"PSFund","avatar":"https://static.tigerbbs.com/0ef339918e26708070f76eb849ca6534","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581720614399200","authorIdStr":"3581720614399200"},"htmlText":"Buy tsla before they announce","listText":"Buy tsla before they announce","text":"Buy tsla before they announce","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045584395","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045585432,"gmtCreate":1656635277726,"gmtModify":1676535867372,"author":{"id":"4117336023184202","authorId":"4117336023184202","name":"runningjames","avatar":"https://community-static.tradeup.com/news/3467c93ce8ec8c583f28f405e68f0c00","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":2,"crmLevelSwitch":1,"idStr":"4117336023184202","authorIdStr":"4117336023184202"},"htmlText":"Great...","listText":"Great...","text":"Great...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045585432","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045537706,"gmtCreate":1656634438605,"gmtModify":1676535866958,"author":{"id":"4103860021943040","authorId":"4103860021943040","name":"ccy1122","avatar":"https://static.itradeup.com/news/562c0e01bcfc63800f64741051cd9dbe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4103860021943040","authorIdStr":"4103860021943040"},"htmlText":"[OK]&nbsp;[OK]&nbsp;[OK]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[OK]&nbsp;[OK]&nbsp;[OK]&nbsp;[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[OK] [OK] [OK] [Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045537706","repostId":2247388300,"repostType":2,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9045537986,"gmtCreate":1656634412245,"gmtModify":1676535866875,"author":{"id":"3577178099298017","authorId":"3577178099298017","name":"DragonKC","avatar":"https://static.tigerbbs.com/f90c63c67a4e5f91e9dc0159f5b853ab","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3577178099298017","authorIdStr":"3577178099298017"},"htmlText":"A very good paid marketing from Tesla to Goldman to&nbsp;write&nbsp;this report when Tesla stock is going terribly&nbsp;&nbsp;downwards.&nbsp;","listText":"A very good paid marketing from Tesla to Goldman to&nbsp;write&nbsp;this report when Tesla stock is going terribly&nbsp;&nbsp;downwards.&nbsp;","text":"A very good paid marketing from Tesla to Goldman to write this report when Tesla stock is going terribly downwards.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045537986","repostId":2247388300,"repostType":4,"repost":{"id":"2247388300","kind":"highlight","pubTimestamp":1656632368,"share":"https://ttm.financial/m/news/2247388300?lang=&edition=fundamental","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":225,"commentSize":36,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}