Interesting thread.
I was going to do my share of whining (which I still may do), but the more I read this thread and thought about things the harder it became to whine....
So I was going to complain that with the new SC rates, my Tesla approaches the same cost to fuel up as ICE. While this IS true that at $0.36/kWh it approaches $/mi of a $3.00/gal in fuel efficient vehicle, the
majority of Tesla drivers charge at home, what 95% of the time? So while I'm not happy to be removing something from the PRO column of EV ownership, it's really a small percentage use-case for most (including me). I will continue to include charging from home in the pro column of EV ownership, just not road-tripping. I pay 30% the cost of gasoline 95% of the time and the same as gasoline 5% of the time. Hard to whine too much about that. I'm definitely NOT happy about no longer being able to tell friends and interested parties that I can long-trip anywhere an ICE while paying 30% of the cost of gas. I've told countless curious people this fact. These increased SC rates will NOT sell
more EVs IMO.
But, then this really got me thinking about the whole cost model of SC in general. It seems like it's
always going to be a challenge. I have to admit understanding the geographical cost of a kWh is complex. I do understand the PUCs want to charge things like demand charges that can
significantly inflate the $/kWh...and large SC can potentially incur a large ($$) demand charges. In that scenario,
someone has to pay for that. It seems like having SCs being driven by the grid paying whatever the PUCs what to charge including demand charges is a fool errand, no? Certainly is expensive and has a carbon footprint. So that leaves Tesla having to setup Solar and battery infrastructure with their SCs and either removing them from the grid, or minimizing their grid dependence. Seems like you could subsidize the cost of the SC by raising the $/kWh price (like homeowners do to justify installing solar). But the thing is, when a homeowner runs the numbers (like I did in California), it's always cheaper long-term to go solar when energy is expensive. With Tesla now approaching $0.31/kWh average and some at $0.36/kWh, wouldn't Tesla be able to charge $0.25/kWh for the life of the SC with Solar/batteries and have it be self-sufficient vs paying these ridiculous PUC energy fees which will just go up? I know Tesla can get a good deal on panels and batteries
Last comment, no other company has the ability to run a SC network for a lower price than Tesla. Every other company(ies) will do it for the $$ money to be made. Like gas stations- but hey, at least their fuel markup is minimal! Tesla is an energy company with the solar/battery resources to build SC at "cost". That supports their mission IMO. Tesla has forced the automotive industry's hand by creating superior cars that happened to be EVs. EVs are happing faster than ever now. When I bought my Tesla Model 3, Tesla was the only company with a fast charging network worth mentioning. Oh, and it was 1/3 the price of gasoline! More energy networks will eventually come in some capacity now with EVs taking off. It's important to EV adoption that the SC network isn't viewed as overly expensive and gouging. That will turn people back to ICE. Just like Tesla showed the way to EVs, they need to show the way to correctly build out a SC network, otherwise all of Tesla's work will be soiled by greedy energy networks that charge prices as high or higher than gasoline.