So my comments that its not possible to do $25b with 25,000 stations was obviously correct then. Phew! I was already worried I'd have to get a new calculator!The Goldman Sachs estimate of $28 Bn is based on growth of the system to 500,000 terminals doing 15 cars per day each. They also showed estimates of $479M based on 25,000 terminals doing 5 cars a day each but screaming that number in the headline wouldn't attract that many clicks.
The sole purpose of the GS statement was to generate some hype. I wonder what their Tesla portfolio is.
My real question is how many SC does the US even need for 100% EV? How many petrol/gas stations are there in comparison?