As you may know, Tesla recently opened up a portion of its Supercharger network to other manufacturers. An opportunity for an American firm to add an additional source of income after a colossal investment worldwide dense and reliable charging network.

Moreover, Ford and General Motors recently announced that their future vehicles sold in North America will be equipped with connectors that comply with the North American Charging Standard (NACS), a standard more commonly referred to as the “Tesla Standard” instead of the familiar CCS connector.

Tesla, a separate manufacturer

But if the value of a manufacturer is measured, among other things, by the number of cars it sells, from Tesla, it is somewhat more concrete, particularly with the entire ecosystem that revolves around it. And this is what the American bank Morgan Stanley wanted to measure.

The firm, led by Elon Musk, charges customers of other brands more than its own customers. In a few years, when this process will be democratized all over the world, the brand should generate significant revenue from its network of Superchargers.

Impressive rating

Some analysts believe that Tesla may release its Superchargers turnover of approximately three billion dollars by 2030. Morgan Stanley analyst Adam Jonas recently attempted to estimate the value of the entire Supercharger network.

He calculated a number of what-if scenarios with variables such as the number of EVs likely to use the grid and net operating profit after taxes.

According to Adam Jonas, if an automaker starts generating and storing its own solar energy to power its chargers, the grid itself could be worthwhile up to 100 billion dollars. Note that this is the approach of one analyst with rather optimistic forecasts.