Tesla did not position themselves as an "energy provider" ala "Exxon." Exxon owns the _supply_ not the _distribution_. It's an entirely backwards analysis of the situation.

Anyone can buy land and sell electricity on it. You should look _forward_ to that market opportunity.. not stand around pretending that Tesla is the new Exxon. As if more "Exxon" like business are at all a good idea.