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Tesla charging station network "competitive moat"



"Part of Tesla's strategic attraction is its physical infrastructure footprint, which over time we can improve the customer experience, reduce friction points and support fleet management of many millions of Tesla cars on the road and in both captive and third-party commercial fleets," Jonas.

Morgan Stanley estimates that Tesla will expand the network connectivity network to 15,000 stations "by 2030 to support a Tesla on-road fleet size approaching 13 million units," Jonas said.

Growth in Tesla's charging station "is far slower than the growth in Tesla's car population," Jonas said. The network grew by about 40 percent last year, he said, while the number of Tesla on the road increased by 83 percent. In addition, the Tesla fleet has grown much faster than its physical store and service location, which increases the investor's concerns about the load on the system, Jonas says.

"While Tesla has made an effort to solve service quality issues (such as increasing its mobile fleet to 41

1 vehicles), customer service looks to have a significant room to improve," says Jonas.

The shares rose 1.3 percent in premar trade from Monday's close of $ 312.84 per share, and Morgan Stanley has an equivalent rating of Tesla and a price target of $ 283 per share.


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