OK, what would such swapping stations ADD to the whole problem of long traveling?
Well, the obvious answer is that it eliminates the 20 min wait. You get 100% refill in 2 mins as opposed to 20 mins for half (or some 40 mins for a full charge). Despite what Elon says, there are plenty of cases where people don't want to wait 20 mins at a stop. My family make a trip from Raleigh to PA several times a year. We make one 20 min stop along the way. I still can't replicate this in a Model S w/ the Supercharger network.
Every swapping station costs at least twice as much as a SC no matter how you turn it or how you amortize the battery costs. Every $ spent on SC enables more distant miles traveled than $ spent on battery swapping.
Plugging in the cable is just cheaper and simpler than replacing the battery, no way around this hard fact. Using the battery pack to balance the grid can be done with SCs also.
But you assume that customers would not be willing to pay for the value added by a swapping station that I described above. Comparing the cost of a free Supercharger to a Battery Swap Station that you have to pay for is a flawed argument. The theory that I outlined in the OP made clear that because of the higher cost of swapping stations, there will need to be a fee of some kind to use the station.
Furthermore, if every station is going to have battery packs for grid storage anyway, and the batteries (as many have said) are the most expensive element of a swap station, then the additional cost to upgrade a Supercharger only station to a Supercharger/Battery Swap station is probably minimal. I would think that gap can easily be filled by charging users a fee.
SC now pumping up to 120kW into batteries, giving half a range in 20 minutes, also very sharply reduce the time gained with swapping. Also SC locations have multiple charging spots (at least 2 at every SC), battery swapping would be much more serialized increasing average wait time.
Well, I can agree with your first point. The increase to 120kW does reduce the value added by swapping. But, swapping is still 20x faster than charging via Supercharger...so it is far from insignificant.
Your second point I have to disagree with. Yes, swapping would be serial while Supercharging can be done in parallel; but, you'd need 20 Supercharging ports to match the throughput of a single swapping station. So, I don't see how you come to the conclusion that swapping would increase the average wait time.
Swapping a secondary battery modules opens whole new world that enables more miles traveled per $ than any *static* SC can. Why? SC are raised where Tesla thinks they are most needed i.e. useful by the number owners.
If you live in sparsely populated area or away from big traffic connections you might be cut off from this the long-distance-traveling-backbone.
Such secondary swappable modules could be put in the frunk together with some spare ones in the trunk and cover thousands? miles of autonomy before needing a SC, charger or another station to buy those modules. Such modules could even be shipped to your home address somewhere in high alaska.
Such "secondary" modules would instantly enable people who don't own a garage or live near a public charging station to own and drive an EV. For them it would be pretty much same as with gasoline, every now and then they would need to go to a 'swapping' station, buy new and sell old worn modules. Or have them shipped by ship or helicopter to their home address.
Now, do we have the tech?
See, I find this discussion useless because of what you said at the end there. This is science fiction and will be for a number of years still.