> This positions Tesla as an energy provider like Shell/Chevron.
No, this positions Tesla to be an energy middleman. They're not finding and distributing energy, just reselling it at a markup.
Why would they be forced to do that? Assuming that they 1. Charge all customers the same price at each super-charger station. (Prices will vary with time of day and different super-charger charger locations.) 2. They open up their network to everyone voluntarily.
I don't see an argument for self favoring or anti-trust. What am I missing? Why do you think that outcome will happen?