So the Bolt is designed to not sell?
I believe the BOLT was designed as an ICE replacement for the SONIC to compete against Honda FIT, Nissan QUBE, Kia SOUL, and Scion xB... But someone at GM decided to make it fully electric instead once Tesla Motors made a big splash in the automotive industry. And BOLT is definitely designed to NOT sell in numbers that would endanger either the Chevrolet CRUZE or MALIBU.
They could probably deliver a M3 that hit an EPA range rating of 240 miles with a pack around 50 kWh. It suggests the pack sizes might end up at 50 kWh base and 65 kWh optional, the bigger giving almost 300 miles of EPA range.
Excellent argument that I, nevertheless, must disagree with... In case the EPA pulls a fast one, and decides to change their testing procedures in a manner that greatly favors ICE or ICE Hybrid vehicles, Tesla Motors must make sure that there is far more energy reserve than is absolutely necessary to reach their range target. Bare minimum for Tesla Model ≡ should be 60 kWh capacity with 48-to-54 kWh useable, to ensure a 200+ mile range in the Real World. I'm talking 194-to-243 Wh per mile on average in 'eco' mode... And perhaps 216-to-270 Wh per mile in 'normal' mode. Though really, I pray for a 100 kWh battery pack that allows 250 miles of range even at 330 Wh per mile.
All things being equal, 80% frontal area combined with this drag number, Tesla only needs a 40kWh battery pack, and with minimum gigafactory price reductions the pack will have a maximum price of $9000, but will probably be much cheaper than that. I would bet actually that their entire powertrain will cost less than a comparable car, i.e. BMW 3 or Audi A4. That's quite an inflection point where both the initial cost and operating costs of the car is less than an ICE counterpart.
Sure, if Tesla Motors target were the bottom-of-the-line varieties of 3-Series and A4, that might work. But I seriously doubt that Elon Musk believes a 180 HP drivetrain would be 'compelling'. I expect that the base configuration of Model ≡ will need enough capacity to both get the range, and power a capable motor. Something that would be on par with 335i/340i in performance, for 320i/320d money. That makes the line in the sand as a 60 kWh battery pack, paired with a 300+ HP motor.
40kWh would _suck_, because the impact of difficult conditions would be _far_ greater. Heating in cold weather, rolling resistance from rain, crosswinds and so on.
Given that
1) Capacity reduction increases the impact of time-based loads
2) Aerodynamics can be disturbed by crosswinds
3) the key aim of the Gigafactory is to lower cell and battery prices with a target of reaching $100/kWh
4) Tesla's approach has given them an energy density advantage over competitors
5) Higher capacity increases charging power, which increases charging mph, which reduces (a) journey time (b) Supercharging time
6) Higher capacity increases range, which decreases the need for Supercharging which reduces (a) journey time (b) Supercharging time
I think that using aerodynamics as a capacity-cutting measure is absolutely the wrong approach to take for Gen 3. The cost savings would be limited, diminishing as battery prices continue to fall, and it would be at the expense of utility. I think it would be much better to use the aerodynamics in a positive way that also leverages any density advantage to differentiate from more conventional competitors. I'd argue that they'd have more appeal at the value end by cutting back on performance of the base model instead. At the $35k price point there are plenty of cars with 0-60 7s or higher, and that includes very popular BMW 3 Series diesels.
+42! Quoted for Absolute Truth!
Except that heat pumps typically don't work well in very cold weather. Which is when the energy savings is actually needed.
Correctomundo! Plus, that happens to be a weakness that would be shared with Hydrogen Fuel Cell Electric Vehicles, as well as the aluminum oxide catalyst fuel cell notions that people have kept coming up with as
'range extenders'... There is absolutely no need to add such disadvantages to a fully electric car.
Heat pumps that are rated for low temperatures also don't operate as efficiently in warmer conditions. Those heat pumps also won't necessarily translate to automotive applications.
Yup! Such systems are best suited to stationary applications instead. There are places in the world where they may work well, and others where they barely work at all.
Rear and/or Front fender skirts can be detachable and optional. Repaired or replaced after accident.
When GM gets off their butts and makes a fully EV version of the ELECTRA, that can have side skirts. They'll go great with the Landau top, whitewall tires on Daytons, and curb feelers.
I think it is worth considering here that many buyers of the M3 might be willing to have less battery capacity to have a car they can afford. They might keep their 10 year old car for road trips and drive their $35,000 M3 for everything else. A couple thousand dollars are important here. Other buyers could still have their 275-300 mile loaded M3.
A 50kwh battery might turn out to be the best number.
Here the problem is... Tesla Motors has already learned that attempting to allow a bargain basement entry point for their cars does not work. After delivering around 2,500 of the Model S, their 10,000 outstanding Reservations had not dropped to 7,500. It had grown to 13,000. And the take for the Model S 40 was still less than 5% of the total. People who were interested in driving electric opted primarily for the highest available capacity. They will do the same with Model ≡. The baseline threshold is 200+ miles of range with Supercharger access and compelling performance, not <~150 miles without Supercharging or breakneck first impressions, as some continue to argue.
On the subject of battery cost, difference between 40kWh and 50kWh is 10kWh. At $200/kWh at the pack level every 10kWh costs $2000. Tesla is targeting below $100/kWh in long term with Giga factory which would be $1000 per 10 kWh. That is $1000-2000 difference in cost. How much more money Tesla would have to spend to squeeze another 20% more efficiency out of the vehicle? I'm not convinced it will be significantly less.
Agreed. Estimates for Tesla Motors' current internal cost for battery cells ranges from $180 per kWh to as high as $240 per kWh. Assuming a 30% initial improvement in cost by way of the Gigafactory, that would drop to $126 per kWh to $168 per kWh. But Elon Musk is often misquoted, because the 30% amount is strictly an improvement based upon having local supply, instead of having components manufactured in Japan, shipped to China for assembly as battery cells, then shipped to Fremont for completion as battery packs. He has since stated that he expects the decrease in cost to be closer to the 40%-to-50% range. That is once a change in chemistry, improvements in design, and a new cell format are implemented.
Elon has been adamant the car will get 200 miles at minimum in real world conditions. The most efficient EV (the i3) uses 18.8kWh to get 81 miles of EPA range. That's 232Wh/mi. Even assuming absolutely zero buffer (actual battery size for the i3 is 22kWh), that requires 46.4kWh to get 200 miles EPA. While I expect the Cd of the Model 3 to be better (i3 is 0.29), the frontal area will likely be larger. Also Tesla won't be using the extreme weight reduction and skinny tires the i3 uses. I am simply not seeing 200 real world miles from a nameplate 40kWh capacity.
Correct. This is the sort of comparison that people who lobby for low capacity battery packs never seem to get. They never recognize, for instance, that the Toyota RAV4 EV actually had a 50 kWh battery pack, with slightly over 40 kWh of available capacity for driving. And that car only had a 103 mile EPA rated range. This, even though it was around 400 lbs lighter than the Model S 40 -- which got a 139 mile range -- and the RAV4 EV had the best Coefficient of Drag for any SUV offered in the US.
Further, people who expect they will get
'more range' with a vehicle that has a lower power electric motor that is
'not performance oriented' are similarly proven wrong. The RAV4 EV only had a 154 HP motor, while both the Model S 40 and Model S 60 had 300+ HP motors. The old-school strategy of using a wimpy motor in a front wheel drive configuration to significantly improve economy doesn't apply to electric vehicles, because they are vastly more efficient than ICE already.
Arguing about the final pack size is silly without knowing the engineering that goes into the whole system is silly. I only calculated 40kWh to get an idea of what amount of energy they would need to deliver on 200 miles range. Note That Tesla themselves had almost delivered a Model S in 40kWh.
Yes, but that was a mistake. Their cars were designed to meet certain EPA range goals under the 2-cycle testing scheme. But they achieved lower results because there was a different, 5-cycle test in place by the time of their release. So, the Model S 40 had a 139 mile range, instead of the 160 mile range they hoped for originally. Tesla Motors is fully aware now that it is the capability of the vehicle that is most important to Customers. Not its relative economy due to price point. They fully expected the Model S 40 would be their best seller. They were wrong. Instead, the grand majority of buyers got the Model S 85. They will not make that mistake with the Model ≡. Tesla Motors will make the greatest possible amount of range available for $35,000 in the base configuration. I expect that will yield in the neighborhood of 250 miles range.
Tesla Motors cannot bother to worry about those people who can't afford their cars at all. They build Premium cars. They will be marketing the Model ≡ to people who are considering Cadillac ATS, AUDI A4, Jaguar XE, Lexus IS, and specifically the BMW 3-Series. Those cars are almost NEVER available on the lots of an
'independent franchised dealership' in their actual, manufacturer specified, base configuration. Instead, they will be loaded to the hilt with luxo packages that push their prices several thousands above the mark. You will be able to order a Tesla Model ≡ with ZERO options if you want. That is the proper option for those to whom $1,000
'makes a difference' -- they must exercise self control. Meanwhile, Tesla Motors will offer compelling products.