Tesla’s Supercharger network is the largest direct current fast charging network in the U.S. and one of the largest globally, with about 35,000 connectors globally and about 14,000 in the U.S., Goldman Sachs analyst Mark Delaney tells investors in a research note, citing the Department of Energy. The analyst calls DC fast charging a “key asset of the company” and part of the ecosystem Tesla provides drivers that contributes to its strong market share. While the network has historically been accessible only to Tesla owners, Tesla has discussed plans to open up the network to all electric vehicle drivers over time, Delaney points out. He believes this could represent a “sizable revenue opportunity with strong incremental margins by improving station utilization.” While opening the network could limit the reasons to buy a Tesla versus another electric vehicle and is a “key risk,” it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, writes Delaney. He estimates that the incremental revenue opportunity could be $1B-$3B in a few years from opening up the network, with incremental earnings per share of up to 75c. Delaney has a Buy rating on Tesla with a $1,000 price target.