[oxplot]

> Who has the financial incentive to build charging stations? Both out and back and point to point operators will build charging infrastructure at their own hubs/terminals and use them for themselves.

Don't forget that Tesla will probably end up building the most number of chargers over time. Charging is its own business with its own margins (e.g. Supercharger network). In other words, it's a source of net income for Tesla so as they build more trucks, they'll build more chargers as they've done to date with passenger cars and Superchargers.

[supportlocal4h]

It's interesting that Tesla hasn't made a splashy entrance into generation.

[infecto]

I think in most states within the US, generation is a hard problem to solve because of state regulation. There are some outliers (Texas) but in general its hard to just start your own power plant thats connected to the grid.

[oxplot]

> There are some outliers (Texas) but in general its hard to just start your own power plant thats connected to the grid.

What if it's not and solely powered by solar (just wondering - Megachargers most likely need help from the grid).

[supportlocal4h]

Yep. Kinda like manufacturing cars is highly regulated. Or selling them without local dealerships. Or manufacturing industrial warehouse-sized batteries. Or building and operating an international network of charging stations.

[nine_k]

They have a well-known solar roof program, which is generation, but home-scale.

Maybe a huge charging station which has to have large buffer batteries anyway would benefit from a large solar-panel field nearby / above it, if land price is acceptable. That would be a natural extension of the solar roof business.