1
Superchargers are an integral part of Tesla’s strategy to build an energy ecosystem. Plus, the outlook for future profits is very good. Electric cars are steadily increasing. So why did Tesla eliminate the entire Superchargers team?
2
BP, a big player in the energy industry, has plans to expand significantly in the EV charging infrastructure sector. Recently, BP is looking to acquire Tesla’s Supercharger site. There have been some interpretations of Tesla’s attempt to sell its charging business and BP’s acquisition of Tesla’s Supercharger network
3
Even if you think about it a little bit, it doesn’t make sense, but it seems plausible if you look at the superficial news.
Elon sometimes changes his words, but he has always kept his long-term plans correctly. Then, can I upload Tesla’s long-term energy plan to Claude and ask? So, try it.
4
“Based on the information given, we can speculate about Tesla’s Supercharger strategy.

• Tesla’s long-term plan is to focus on expanding EV penetration and building an energy ecosystem, as outlined in Master Plan Part 3. This requires expanding charging infrastructure, which will continue to expand the supercharger network.
• However, it is expected to streamline supercharger operations internally and increase consignment operations through partners (BP, etc.), which will enable us to expand our business while reducing the burden of investment.
  -As a result, the current Supercharger division reorganization appears to be a process of business efficiency and investment adjustment for long-term growth, and the expansion of Supercharger infrastructure itself is expected to continue. This is because Superchargers are an integral part of Tesla’s strategy to build an energy ecosystem.”

5
Come to think of it, Tesla’s Supercharger method is the North American charging standard, so you don’t need to expand yourself anymore. You just have to let outside companies install supercharger-compatible charging stations and Tesla sell the equipment. Flying the entire Supercharger team and rebuilding it seems to be a shift in strategy. External cooperation is essential to achieving the long-term plan of “expanding the supply of electric vehicles and building an energy ecosystem.”

6
Elon Musk himself came forward and explained it,
“Let me reiterate: Tesla will invest more than $500 million this year to expand its supercharger network, creating thousands of new chargers.”
This is where the focus should be on the “Charger”, which may suggest that the focus is on the supply of supercharger equipment rather than infrastructure construction and operation.
Tesla To Sell Charging Business The media may not have the ability to analyze. Claude’s Additional Opinion:

Tesla’s Master Plan 3 is a blueprint for building a sustainable energy ecosystem, focused on expanding EV penetration and enhancing renewable energy generation and storage solutions. From this perspective, the Supercharger business adjustment can be understood as a strategic move that supports the implementation of Master Plan 3.

1. Expansion of charging infrastructure underlying the popularization of electric vehicles
   The opening and expansion of the Supercharger network will contribute to the popularization of EVs by addressing charging issues, which are obstacles to the penetration of EVs. Even if Tesla does not build the infrastructure directly, compatible charging stations are expected to increase rapidly as Superchargers become the industry standard.
2. Creating Synergy with Renewable Energy Generation and Storage
   Tesla envisions combining solar power and megapac energy storage facilities on its Supercharger site. This fits well with the decentralized power generation and energy storage solutions highlighted in Master Plan 3. Superchargers will act as the hub for energy transactions beyond charging electric vehicles.
3. evolution into a sustainable energy ecosystem
   The plan to attract amenities and commercial facilities on the Supercharger site is also an extension of Master Plan 3. It can improve the experience of electric vehicle users by providing a variety of services and values beyond simple charging, and further establish itself as a base for a sustainable energy ecosystem.
4. Extraneous spread of Supercharger technology and know-how
   Tesla’s supply of supercharger equipment and technology to the outside world can contribute to the advancement of charging infrastructure across the EV industry. This will have the effect of accelerating the long-term popularization of EVs and accelerating the sustainable energy transition.

In conclusion, Tesla’s adjustment of its supercharger business can be seen as a strategic choice to realize the vision of Master Plan 3. Instead of direct investment, it aims to accelerate the popularization of electric vehicles and the establishment of a sustainable energy ecosystem by efficiently expanding its infrastructure through external cooperation and spreading technology and know-how to the outside world. It can also be interpreted as a stepping stone to secure future growth engines by fostering the supercharger site as an energy and service base.