This week, General Motors Corporation joined Tesla and Ford in their intention to use the NACS connector to recharge electric vehicles at Supercharger stations, which further fueled investor interest in Tesla securities. U.S. government officials have said Tesla's charging stations could be built using government subsidies if they provide support for CCS-type connectors.
The latter was formally considered recommended for use in North America, until Tesla began to "pull the blanket over itself", first opening access to its charging stations for owners of electric vehicles of other brands, and then agreeing with Ford and GM to switch to a single connector of the NAKS type, which it originally invented and promoted. The CCS standard continues to be used by foreign manufacturers of electric vehicles supplying their vehicles to the United States - Volkswagen, KIA and Hyundai can be counted among them.
At the same time, Tesla, Ford and GM together control about 70% of the US electric vehicle market, and they have a chance to make the NACS connector de facto standard for the region, but Reuters reports that representatives of the US presidential administration recommended that Tesla maintain access to the CCS connector at its charging stations. If this condition is met, Tesla will be able to claim part of the $ 7.6 billion in subsidies that the country's authorities intend to allocate for the construction of a network of charging stations along the busiest highways. U.S. citizens will also be partially compensated for the purchase of adapters used to connect cars with other types of connectors to charging stations equipped with cables with a CCS plug.
Analysts were encouraged by the news of GM's decision to join Tesla and Ford in promoting the NACS charging connector. First of all, according to experts, this initiative will benefit Tesla itself, as it will increase revenue from the sale of electricity at its charging stations. In the next few years, core revenue may increase by $3 billion or $6 billion, according to various estimates, and up to a third of it will be generated by owners of electric vehicles of other brands that support the NAKS standard.
Together with other factors, this ensured the growth of Tesla's stock price for 11 days in a row. During this time, the company's capitalization grew by $200 billion, and the last time such a rally was observed in January 2021. Yesterday's trading ended with an increase in the exchange rate by 4%, although at the peak it rose by more than 7%. Speculators who bet on the decline in Tesla's stock price lost about $6 billion during this period, according to analysts at S3 Partners.
0 Comments:
Post a Comment
Your comment and facebook share will be appreciated