[blake1]

The standard works on the other side as well. A Toyota with a NACS plug can charge on the supercharger network, but also other networks that are also adopting the NACS standard. A non-Tesla car that charges on a non-Tesla network doesn’t generate any obvious revenue for Tesla, unless there are licensing fees. We have not seen the agreements, but I have to assume Tesla gets something.

And Tesla’s ability to do enormous markups only works if they have monopoly pricing power. Perhaps the superchargers, by virtue of being first, will sit at the prime locations, giving Tesla some serious pricing advantages. Or maybe Tesla chargers will be better maintained and overall easier to use, so Tesla may have additional pricing advantages.

But that would fall short of full monopoly-level pricing power, and we see that people have the ability to respond to differentials in fuel prices by driving to cheaper stations. This will be easier in cars that integrate charging prices into navigation.

One thing I would like to know is: will Tesla allow their cars to charge on non-Tesla NACS chargers?

[foxyv]

But if more chargers support NACS then Tesla cars can charge at more places. A rising tide lifts all boats. Tesla, as an exclusively electric car company, will only benefit from an increase in EV infrastructure usability.