BNEF estimates that annual worldwide public-charging revenue will rise to $127 billion by 2030, with probably the most familiar company — Tesla — on track to mop up $7.4 billion, or around 6%, of all that business.
Tesla has long been applauded for laying the foundation for EV adoption with its Supercharger network — the company now has more than 57,000 Superchargers globally. Assuming that each charger delivered around 200 kilowatt-hours a day and that Tesla collected an average tariff of $0.4 per kWh, we estimate that the company generated around $1.74 billion of charging revenue last year. This amounts to around 17% of Tesla’s “Services & Other” segment, and roughly 1.5% of total revenue.
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