저자: DanIves · 외국인
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Tesla의 충전 네트워크(슈퍼차저)가 Ford·GM·Rivian·Polestar·Electrify America 등 기존 완성차와 연동되며 새로운 수익화 단계에 진입했다는 내용이다. Dan Ives는 슈퍼차저 개방을 통한 연간 수익을 보수적으로 100~200억 달러로 추정하고, 2020년대 말에는 후자에 가까울 것으로 봤다. 주가 흐름으로는 Ford 발표 이후 테슬라가 30% 이상 상승해 시가총액이 약 1,900억 달러 늘었고, 발표 직후 244.50달러로 8개월 고점을 찍었다. RBC의 Tom Narayan은 EV 보급 확대가 테슬라 판매 증가로 이어질 가능성이 높다며 목표주가를 300달러로 40달러 올렸다. GM 주가는 시간외 약 4% 상승 후 정규장에서는 1% 하락 마감했고, 테슬라는 10거래일 연속 상승 중이었다. 리스크로는 Volkswagen 등 일부 업체의 협상 진행 여부, 표준 전환 속도, 2025년부터 본격화되는 어댑터·커넥터 전환 일정이 언급됐다. 전반적으로 Ives는 테슬라의 충전 생태계가 새로운 매출원이라는 긍정적 시각을 유지했다.
다듬은 글
to write this story today yeah I was really putting the paper and really doing the modeling for GM others the 313 area code going to Tesla now trying to model it out I mean and I think for investors it's very helpful we think conservatively 10 to 20 billion per year I think it's probably on the latter part by the end of the decade I think it's significant this is the next stage of monetization for the Tesla ecosystem wedbush veteran technology analyst Dan Ives in a recent note it is no secret that Tesla broke the internet a few months back when it announced its partnership with various Legacy automakers it all started when Ford announced it had made a deal with Tesla that would allow Ford EVS to use Tesla charging stations with an adapter additionally it will make Tesla's charging Tech standard on its EVS starting in 2025.
it was a surprising partnership between Rivals and was just as shocking when General Motors followed suit and said it struck a nearly identical deal with Tesla collaboration is a key part of our strategy GM CEO Bara said a network of 12 000 Tesla superchargers in North America will be opened a GM EV drivers next year initially requiring an adapter beginning in 2025 GM will equip its EVS with the same Inlet standard for direct access GM said shares of GM rallied nearly four percent in aftermarket trading after the news the stock ended the regular trading day down one percent meanwhile Tesla shares jumped more than 3 percent in the extended session after a 4.6 percent gain during Thursday's regular trading extending its advance to a 10th straight session this collaboration is a key part of our strategy and an important next step in quickly expanding access to fast chargers for our customers GM chief executive Mary Barra said in a statement not only will it help make the transition to electric vehicles more seamless for our customers but it could help move the industry toward a single North American charging standard Barra said so even when we say in 2035 we're going to sell all light duty Vehicles will be electric it's going to take time after that but I know Mike worth so I think he believes me and that's what GM is going to do but you know from a full-line manufacturer that is both internal combustion and EVS we're the only OEM that has said that for all of our Brands Tesla's mission is to accelerate the transition to sustainable energy said Rebecca tanucci's Tesla senior director of charging infrastructure giving every EV owner access to ubiquitous and reliable charging is a Cornerstone of that mission she said news of Tesla's partnership with Ford and GM was well received in fact Tesla shares set a fresh eight-month High a few days back jumping four percent to 244.50 after the firm announced that it will open its supercharger Network to General Motors electric vehicles coming on the heels of a similar announcement for four DVS this represents aid in a recent note to clients upping his price target for Tesla by 40 to 300 Tesla stock is now what more than 30 percent since announcing the Ford charger attacking on some 190 billion dollars in market capitalization during that time frame more people buying EVS increases the likelihood that they buy Teslas RBC Capital markets analyst Tom Narayan wrote in a note a rising tide lifts all boats and if consumers see their neighbor having an EV they are more likely to buy one themselves and this increases the chances they buy a Tesla then in another shocking turn of events rivien joined General Motors and Ford in announcing it had signed an agreement with Tesla to provide rivian drivers access to and Canada what's more Texas announced it will require electric vehicle charging companies to include both Tesla's North American charging standard nacs and the combined charging system CCS standard to qualify for estate program to Electrify the state's highways using federal dollars the decision by Ford GM and now rivian to adopt nacs changed requirements for phase one each direct current fast charge port will be required to have one CCS connector and one nacs connector the Texas Department of Transportation told Reuters the adoption of the North American charging standard will enable our existing and future customers to leverage Tesla's expansive supercharger Network while we continue to build out our rivian adventure Network rivien CEO RJ scaringe said in a statement rivian's decision follows GM and Ford which recently partnered with Tesla to gain access to its supercharger Network meanwhile stalantis is also mulling adopting Tesla's EV charging standard it's great to see the industry coming together to adopt the North American charging standard Rebecca tanucci Tesla senior director of charging infrastructure said in a recent statement by doing so we're collectively ensuring all EV drivers have access to easy to use reliable charging Hardware we look forward to welcoming rivian owners to thousands of our superchargers across North America notably transportation is responsible for over a quarter of U.S greenhouse gas emissions highlighting the urgent need to Electrify the sector and preserve our world for future Generations by enabling drivers to charge their vehicles at a greater number of locations this collaboration and others like it are important to help accelerate EV adoption RJ scaringe founder and CEO of rivien said we're excited to work with Tesla and to see collaborations like this help Advance the world toward carbon neutrality we look forward to continuing to find new ways to accelerate EV adoption while Volkswagen is still having talks Polestar just became the next EV maker to announce a move to Tesla's North American charging standard Swedish electric vehicle maker Polestar recently said that it has signed a deal with Tesla that will allow drivers of its EVS to charge at about 12 000 Tesla charging stations in North America starting next year new pole star Vehicles sold in North America will come standard with the Tesla designed North American charging standard or nacs plug starting in 2025 owners of existing pole Stars will be able to charge at Tesla Supercharger stations with an adapter starting in mid-2024 We Salute the pioneering work Tesla has done to speed up the adoption and increase the popularity of electric vehicles and it's great to see the supercharger Network being made available in this way said CEO Thomas ingenloff this move will greatly increase the rate of EV adoption in a Key Automotive region polestar's deal follows an identical one announced by corporate sibling Volvo cars then not even 48 hours after pollstar announced its deal with the leading EV maker Electrify America became the latest company to align itself with Tesla's EV charging standard the company which was created as part of a settlement of the Volkswagen diesel emission Scandal said Thursday it will add Tesla's North American charging standard nacs connector to Electrify America and Electrify Canada fast charging networks by 2025.
Electrify America said it will also continue to provide the combined charging system ccs1 connector throughout its Network since our founding we have focused on building an inclusive and open hyper fast charging Network to facilitate the adoption of electric vehicles Electrify America CEO and president Robert barrosa said in a statement we look forward to continuing to support industry-wide standards that increase vehicle interoperability and streamline public charging simply put s a recent note from Dan Ives of wedbush undoubtedly Tesla's supercharger network is the most robust and expansive on the planet and earlier this summer it gained massive attention when it struck deals with various oems to allow their EVS to access the charging infrastructure starting in Spring 2024.
a few days ago Ives wrote in a note to investors s which there ad and ves wrote make sure to subscribe for more foreign
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