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In states where they are registered as an energy provider? A lot. A 10-80% charge will net Tesla $20. Comparatively a gas station that refills a midsize car w

In states where they are registered as an energy provider? A lot. A 10-80% charge will net Tesla $20. Comparatively a gas station that refills a midsize car with a 20 gallon tank will only net $6.

conjecTech 3y ago
And where is that?
akouri 3y ago
I think you mean it will _gross_ Tesla $20. From my research, Tesla is (currently) not making much on energy delivered. That _will_ certainly change in the future though.
- shiftpgdn 3y ago
  Using Texas as an example: 10-80% on a Model S/X is 70kwh. Rate billed to customers will vary from 30-50c/kwh at time of charge. Spot in Texas typically ranges from 5c to 15c/kwh. Assuming charge equipment is fully depreciated all they need to pay is maintenance and network cost, which is marginal across a bank of 20 chargers. 70kwh x 25c = $17.50.
  - sib 3y ago
    Using California as an example, they are charging $0.12 / kWh more for non-Teslas than for Teslas. I don't see any reason to assume that delta would be different in other locations. Since the Tesla-Supercharging business is running at break-even, you're looking at something like $8.40 for a non-Tesla adding 70kwh.
sib 3y ago
In Tesla's most recent quarter, their revenue for "Services & Other," which is where Supercharging lives, was $2,166M, while the cost of revenue for Services & Other was $2,037M. So, a gross profit of $129M on revenue of $2,166M or ~6% gross margin. This is in line with their previous statements that they run the Supercharging network at breakeven - although they don't seem to publicly break out SC-specific numbers from the Services & Other totals. There may be outlier locations, but overall Supercharging is not a big profit center for them. Maybe it'll improve with scale.
- grecy 3y ago
  Sure, that's supercharging Tesla vehicles. They are of course going to charge more for non-Teslas.
sib 3y ago
Using California as an example, they are charging $0.12 / kWh more for non-Teslas than for Teslas. I don't see any reason to assume that delta would be different in other locations. Since the Tesla-Supercharging business is running at break-even, you're looking at something like $8.40 for a non-Tesla adding 70kwh. So that's pretty close to your gas vehicle estimate.

In states where they are registered as an energy provider? A lot. A 10-80% charge will net Tesla $20. Comparatively a gas station that refills a midsize car with a 20 gallon tank will only net $6.

conjecTech 3y ago

And where is that?

akouri 3y ago

I think you mean it will _gross_ Tesla $20. From my research, Tesla is (currently) not making much on energy delivered. That _will_ certainly change in the future though.

shiftpgdn 3y ago
Using Texas as an example: 10-80% on a Model S/X is 70kwh. Rate billed to customers will vary from 30-50c/kwh at time of charge. Spot in Texas typically ranges from 5c to 15c/kwh. Assuming charge equipment is fully depreciated all they need to pay is maintenance and network cost, which is marginal across a bank of 20 chargers. 70kwh x 25c = $17.50.
- sib 3y ago
  Using California as an example, they are charging $0.12 / kWh more for non-Teslas than for Teslas. I don't see any reason to assume that delta would be different in other locations. Since the Tesla-Supercharging business is running at break-even, you're looking at something like $8.40 for a non-Tesla adding 70kwh.

sib 3y ago

In Tesla's most recent quarter, their revenue for "Services & Other," which is where Supercharging lives, was $2,166M, while the cost of revenue for Services & Other was $2,037M. So, a gross profit of $129M on revenue of $2,166M or ~6% gross margin. This is in line with their previous statements that they run the Supercharging network at breakeven - although they don't seem to publicly break out SC-specific numbers from the Services & Other totals. There may be outlier locations, but overall Supercharging is not a big profit center for them. Maybe it'll improve with scale.

grecy 3y ago
Sure, that's supercharging Tesla vehicles. They are of course going to charge more for non-Teslas.

sib 3y ago

Using California as an example, they are charging $0.12 / kWh more for non-Teslas than for Teslas. I don't see any reason to assume that delta would be different in other locations. Since the Tesla-Supercharging business is running at break-even, you're looking at something like $8.40 for a non-Tesla adding 70kwh. So that's pretty close to your gas vehicle estimate.