00:00Tesla has just officially flicked the
00:02switch they've given access recently to
00:05Ford electric car owners to use the
00:08entire supercharger Network all 15,000
00:11superchargers across the United States
00:13this is doubled access for Ford electric
00:17car owners to the amount of charges that
00:20they have their charging experience now
00:21will be infinitely better than what it
00:24was before but Tesla have also well
00:27they're also about to flip on the switch
00:30for all other EV manufacturers to use
00:33their charging Network now this is
00:35technically a good date for electric
00:37vehicle owners not just for Ford owners
00:39it's great for everyone as tler grants
00:43supercharger access to more automakers
00:45over the coming weeks EV adoption will
00:49improve unquestionably across the
00:51country as driving range and Charing
00:53charger concerns continue to get better
00:57prices as well I mean there's no longer
00:58a price parody I just talked about that
01:00in a separate video there's no longer a
01:02price parity to buy an EV so there's
01:04less and less of a reason not to make
01:07the change the opening of the Tesla
01:10Network about doubles the number of fast
01:12charges available to the general public
01:14and everyone's talking about how this
01:15will benefit other well other people the
01:18general public and about it will benefit
01:21EV adoption but believe people are kind
01:23of ignoring another significant thing
01:26that is also about to happen hello my
01:30friends welcome to the channel I'm Sam
01:32Evans you're watching the electric
01:34Viking it's great to see you thank you
01:35for tuning in Tesla stock has been
01:37battered over the past 12 months or the
01:39past probably four or five months in
01:42particular know there's a lot of people
01:44who own Tesla stock and they're hurting
01:50sense but if you consider the facts
01:54here realistically Tesla owned 50% of DC
01:59fast charges in the United States
02:02they've well and truly sewn up the
02:03market and they're increasing their
02:05deployment of EV fast charges extremely
02:07quickly they're reliable if you had a
02:10choice right and you were driving your
02:11Ford F-150 Lightning would you choose to
02:13use Electrify America or would you used
02:16to choose a Tesla fast charger you
02:17wouldn't even bother going to Electrify
02:19America you wouldn't even just think
02:20about it the choice would be obvious
02:23Tesla can make potentially billions of
02:25dollars say analysts by opening up their
02:30selling memberships to non- Tesla owners
02:33will be big business over the coming
02:36years this is like Netflix guys how many
02:38people have Netflix Amazon Prime maybe
02:41subscriptions to Paramount plus a few
02:44other things Apple Disney I mean you
02:47just go well you know what I need it if
02:50you want to get cheap Tesla charging you
02:54need to pay for a subscription the fees
02:55is not much it's only what $1 a month
02:58something like that but that will add up
03:01think about it eventually all cars being
03:04driven on the roads will be EVS now it's
03:06going to take quite a while to get to
03:07that point but eventually it will happen
03:09but eventually as well as that all cars
03:11being sold or new cars will be
03:14EVs and if Tesla has half of America's
03:19gas station Market what will be the new
03:21gas stations electric Chargers then how
03:24much money can Tesla potentially make
03:26well the Tesla super network is
03:27officially open to all electric vehicles
03:30and more oems will be joining the
03:32program they'll be installing Tesla NEX
03:34Chargers on their cars you drive away
03:37from the dealership you know your
03:38vehicle has a Tesla next Charger you
03:40know Tesla's network works that's where
03:42you're probably going to go last year
03:44several automakers decided to adopt
03:46Tesla's North American charging standard
03:49um and it started with Ford and they
03:51kind of led the domino effect Ford Co
03:53Jim Farley said that it works great now
03:56non- Tesla EV owners have the ability to
03:58use a network and the advantage is very
04:01clear it's fast it's reliable it's vast
04:05everywhere according to Electric this
04:08Advantage still comes at a considerable
04:10cost Tesla is charging Ford owners and
04:13non-tesla vehicle owners 30% more on
04:17average than it does someone who owns a
04:20Tesla there's a catch though non- Tesla
04:23owners who want to pay Tesla prices at a
04:26supercharger they can as long as they
04:28sign up for a month month L $13
04:32plan now millions of subscribers will
04:36eventually sign up for this plan it's
04:37not a lot of money $13 a month why
04:40wouldn't you one analyst who spoke to
04:42CNBC said he expects Tesla to make
04:48billion annually 6 to 12 billion
04:52annually in subscriptions and simply for
04:55the cost of people paying for charging
04:58another analyst from web Bush said in
05:00August of last year that he thought the
05:01supercharge network was worth between 20
05:04between 10 to20 billion by
05:082030 those are big numbers now I don't
05:11know if it's going to get to those
05:12numbers but it could and if it does well
05:16you know Tesla share price today could
05:19be a lot bigger a lot bigger within the
05:22space of a few short years now last year
05:24Tesla made a record $1.8 billion on
05:28carbon credits alone in fact they've
05:31billion for basically thin air over the
05:35past four years some believe that as the
05:38transition to EVS continues this Revenue
05:40stream will eventually disappear and
05:42yeah I mean has to eventually doesn't
05:44when everyone's buying EVS Tesla can no
05:46longer sell carbon credits to other
05:48automakers the income generated though
05:50from non-tesla EV charging fees is one
05:53of the ways that Tesla plans to
05:55supplement its income now the other
05:57thing to keep in mind is that Tesla's
05:59cost to build its new supercharger
06:02stations is a fraction of that of other
06:04manufacturers we know that that's an
06:06Undisputed fact Tesla builds them very
06:08very quickly and it builds them at
06:10approximately 20% of the cost of other
06:13EV charging networks now if Tesla is
06:16considered the national charging the
06:19national charging standard then it's
06:22kind of like what you do when you get an
06:24EV you just drive to a Tesla charger and
06:26charge it up because that's what your
06:28brain is trying to think
06:30and what's the next thing you do you
06:31sign up for the $13 subscription fee now
06:35will this diminish interest in Tesla as
06:37a brand maybe maybe not it really
06:40depends on what Tesla does do with their
06:43new $25,000 electric car but either way
06:46guys this is billions of dollars that I
06:48think the market is not factoring in to
06:51the current price of Tesla now experts
06:55are saying tesra is not a growth story
06:57but they're not assessing fairly the
07:00reality here Tesla just turned on the
07:02growth all it had to do was agree for
07:05other automakers to use its supercharges
