Tony Seba has been saying solar and wind are cheaper than nat gas. (IIRC) This is the perfect opportunity to prove it. Megachargers will have geographic moats with strong brand loyalty and economies of scale. Whatever the price ends up being, I think we'll be the low cost producer.
I expected this since Elon promised $0.07 per kWh at the Semi reveal, it is more likely for an Elon promise to come very late, than to not happen at all,.
Essentially solar farm powered Megachargers eventually spaced 200-250 Miles apart.
Why are we not seeing them?
IMO fleet owners are likely to do small low-volume trials of Semis lasting 6-12 months to validate the platform and prove the economics, management will want hard numbers to justify any major move to electric fleets.
The current Nevada built rate is probably sufficient for fleet customers to slowly phase in trials.
Any Megachargers Tesla currently owns may be in concealed or non-public locations, or may initially be when they are built.
They might start building them slowly after the trials, when higher volume orders are placed.
I don't think Tesla or fleet owners conducting the trails, want to encourage Megacharger tourism.
Many suggest fleet owners will charge at warehouses and depots, that is partially true. But fleet owners will not be required to have warehouses and depots everywhere were they need to charge, When multiple customers want to charge in a particular location, it makes sense for Tesla to own the charger.
electrek.co
