In a number of your postings you have expressed emotion and outright fear concerning the what you see as a lack of a business case.
It wasn't fear. It was contempt. :smile:
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In a number of your postings you have expressed emotion and outright fear concerning the what you see as a lack of a business case.
It wasn't fear. It was contempt. :smile:
The reek from Better Place would cause all sort of negative headlines if Tesla announces battery swaps. Better Place wasted $800 million trying to make that work. I would expect Tesla stock to tank dramatically if they announce anything related to battery swaps.
Even discussing this scenario is stupid. Someone would have to be financially illiterate to think that a battery swap makes any financial sense. The capital required to build hundreds of battery swap stations, and stock them with enough battery packs (for multiple different models and sizes) ready to go, will bankrupt Tesla Motors.
If they announce battery swap stations, short the stock.
In fact, I might cancel my order since this idea is so retarded. Luckily the announcement is June 20th and my delivery is after June 28th. So I will have time to cancel and just walk away with only losing my $2,500 deposit. Tesla Motors is toast if they are commiting to a battery swap network of stations. I would just reverse the charges on the credit card for my $2,500 deposit. This type of decision would so dramatically change the financial risk of the company that I would consider it a violation of our original contract. This risk would just be too insane for me to continue with the purchase.
Richkae. I agree.I think it is a terrible business strategy to try to waste a bunch of energy going after the people most resistant to your product. Plenty in the "non-green auto discussion forums" are going to remain unconvinced by anything less than magic.
Tesla only needs to convince 0.2% of the car buying public to be a runaway success. Tesla should focus their efforts on people who are on the fence.
I think that Supercharging is the right way to do that, and am skeptical of battery swapping.
Sorry, I thought all this "Chicken Little" hair-pulling was fear. :wink:
Larry
Why would it take so long when it can be installed and removed so much faster? Even without automated equipment all the bolts should be able to be removed quickly with impact tools, and all the connections are quick connects.It won't be very fast or fully automated, probably a 15-30 minute procedure.
That having been said, I think the most likely June 20th announcement is just a demo that they can do battery swaps in about a minute. They will announce that they have no plans to rollout swap stations because there doesn't seem to be a business case for it. But if in the future there is customer demand, they may reconsider. I think at most they might build one single test swap station somewhere between San Francisco and Los Angeles (near Harris Ranch) to determine if customers have any interest at all in this scheme.
Why would it take so long when it can be installed and removed so much faster? Even without automated equipment all the bolts should be able to be removed quickly with impact tools, and all the connections are quick connects.
Of course that doesn't exactly provide a "full charge" faster than a gas fill up.
Only if you throw energy usage completely and utterly out of the window and stomp on it.
BUT if you add $1m for a swapper, you're talking about an addition $12b to be recovered over 2m cars - or another $6000 per vehicle.
Edit: Also, since I seem to have forgotten to address the 12,000 SuperSwapper claim, I don't see why you think there needs to be that many. 100 seems like the right number to support 2 million cars in terms of throughput, and your argument against that seems appears to be based on power generation requirements that are identical for SuperChargers.
Perhaps not an original though, but it struck me today that we've all been taking a very US centric view of this debate. Given that 2/3 of production may very well end up being sold outside the US, perhaps battery swap is going to be Teslas solution for use cases where developing Supercharging infrastructure may pose hazards or limitations that we don't have in the US. German Autobahn for instance, where speeds are such that 3 hours driving and a 20 minute stop aren't in the cards for an 85kWh battery and supercharger. Or geographies where capability for at home charging isnt quite so commonplace (I dunno, is 200Amp home service commonplace worldwide, or are there countries where residential electric distribution infrastructure is not there even in affluent areas?)
ultimately I see swap as a solution for locations like that, where supercharger just doesnt make sense in the same way it does across US highways. city buyers that have no dedicated garage solution - a lot easier/quicker for Tesla to install 2 or 3 swap stations in a city than concincing 10,000 different condo boards to install chargers in their garages, particularly of we're talking about non-US locations where rules or requirements or even capability may be markedly different that here.
If that's true, then swap is not meant to compete with supercharger at all.
Elon saying its part 5 of the trilogy makes no sense. A trilogy has 3 parts.
Does else have a better napkin?
Are there perhaps commercial clients that could buy a semi-automated battery swapper for their fleet of S-es?