Once again, the $2,000 fee was originally for the DC Charging hardware that allowed Superchargers to work in a car. When Tesla Motors decided it was easier to install the DC Charging hardware in every Model S, they instituted a change whereby there would be an activation fee for Model S 60 vehicles. It is NOT, nor has it ever been, a 'prepaid rate' for ELECTRICITY. It was a one-time fee for the cost of hardware that had already been installed on the car. Once a car is activated for Supercharger access, the cost of the electricity is FREE for LIFE!
I think we are talking past each other, since you are discussing things at things at the customer side, while I am discussing things at Tesla's side. Tesla has to pay for the electricity and ongoing maintenance somehow. They may not charge the customer directly, but according to their SEC filings (for 2013 and 2014), they set aside $500 per vehicle to pay for supercharger maintenance costs over the lifetime of each vehicle (while the station building costs are paid for as a cap ex so far).
My car won't charge faster than 60kW
Given the past history of $2000 option for 60kWh, Tesla can continue the same option for Model 3 and that gives them a potential budget of $2000 per vehicle behind the scenes. This can be hidden in the margin (for example charge $1000 for option and take $1000 from general margin), but Tesla will still have to allocate the money.
This makes no sense whatsoever. You are presuming that somehow, unless every Model buyer pays an additional fee for the 'option' of Supercharging, that suddenly the number of people who use Superchargers exclusively will continually increase to an 'unsustainable' level. You forget that Tesla Motors is a growing company, selling more cars each and every year. They are likely to do so for quite some time, year-over-year, for at least the next decade. Each and every new vehicle sold will contribute to the funding for the Supercharger network. Not some. Not half. ALL of them.
No, I'm looking at the fleet as a whole and assuming every single car pays for it.
For US travel, the average for trips over 100 miles is 15.9% of total miles. Don't have the data, but I suspect it is well less than 10% for trips a supercharger might cover like 200+ miles.
Please don't do (better place method) battery swap stations, it's a stupid idea
In mid-2014, supercharger miles was just 5.5% of total travel.
Over 5% Of Total Tesla Model S Miles Are Supercharged Miles
By mid-2015, it is more than 8.6% (86 million supercharger miles in Mar 2015, 1 billion total miles in Jun 2015).
Tesla's 2,000 superchargers have powered over 86,000,000 electric miles!
One Billion Miles
The idea of local city superchargers did not come until late 2014/2015 (previously Tesla policy as for long distance only and never built any stations inside the city centers).
So if the supercharge network was built for long distance (absolutely no stations purposefully designed for daily charging), then supercharger miles should approach ~10% mark and not go much higher than that.
However, once you throw in city superchargers, that throws a monkey wrench on all those assumptions. My math is attempting to show that: if just 10% of users are daily users, it doubles the running costs of the network.
I look forward to seeing the latest statistics, but I suspect the percentage of supercharger miles is well over 10% now.
You did not get my point. If having paid charging stations is a good idea, someone else can do it. Let them. We'll see how it works. I predict it will be a complete flop. Because you can get electricity anywhere, and most especially, rather cheaply at home or at work.
Once again, if you firmly believe in the demographic of 'a lot of people would gladly pay for it' then you are welcome to go after that market segment. Build your charging stations, set your fees, and watch the dough roll in to cover your expenses. Go ahead. I'll watch.
Meanwhile, Tesla Motors already has a business model that works. Just buy a car. Use the Superchargers for FREE. As often as you like. Wherever you like. Sorted.
Again, look at the math on how Tesla is paying for running costs of the stations (this is ignoring the installation costs at the moment). Tesla's model is not sustainable if they continue to expand the city supercharger stations. It is sustainable, however, if superchargers are for long distance.
Basically just to cover that 10% of users, Tesla has to set aside twice as much money. They have to cover that somehow. Basically the city superchargers jeopardizes the continued existence of this model. For the record, I am in favor of keeping free supercharger for long distance trips open as a option for all Teslas. I am against the suggestion of creating a second class (for example Model 3 not having free supercharger available and only pay per use).