Krugerrand
Meow
They’ll make it as low as it makes sense from a Tesla business point at any given moment. They won’t sabotage the company with a price point too low and they won’t be robber barons with an exaggerated high price point.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Fair point, most of the used could be ones that were traded in/sold once they bought new ones. Regardless, the TAM would have to be at least 250,000 a year. And again, if the economics of the Semi are what we think they are, there will be a higher rate of replacement than normal (which is the case when there is new disruptive technology).
No, the big question is why you’d think they just did it now for the first time?
This is what happens when you get into a negative headspace about someone. All you see, all you can imagine, all you think from that point forward is negative. You’re no longer looking for any truth that isn’t negative. And you know exactly what I’m referring to.
First of all, they need current data/pictures/video for the presentation. Something they validated 3 years ago on a prototype isn’t worth a cob of corn on Dec 1 at the event.
Second, throwing out little crumbs prior to an event is the Elon way, unable to always control his enthusiasm about accomplishments of the team.
Third, throwing out information like this generates ah, excitement, interest, even disbelief - I’ve got to see this with my own eyes.
Fourth, it doesn’t actually matter at what point they prove their specs. This isn’t GM/Ford/and the like. Tesla actually aims for the specs they put out with their prototypes and then tries to exceed them with the final product. That’s actually sentiment right from Elon and most times they accomplish it.
This is a mic drop moment. Stop trying to rain on it.
I think the simple explanation for his tweet was simple: to build buzz.
He didn't say it was the first time it had happened.
This is no different to when they leak photos of a new phone before the announcement.
Krugerrand
Meow
I’d hardly call what was going on ‘discussion’.
It is an amazing time in technology history to be alive to witness the advancements and disruptions.
Trucking companies or truck stops can install their own megachargers if they think they can do it less expensively. It’s only electricity after all. It’s not like they would have to create an infrastructure to transport, store and transfer a cryogenic explosive.
dhanson865
Well-Known Member
Here's a random google result for "semi def". If it's anywhere near accurate I wouldn't want to deal with it either. The phrase "Do not taunt Happy Fun Ball" comes to mind.
HOW DO I KNOW IF DEF IS BAD?
When DEF becomes contaminated, your truck’s performance will suffer. How can you tell when DEF needs to be replaced? Here are a few red flags:- Selective catalytic reduction (SCR) system malfunctions
- Illuminated dashboard warning light
- Increased diesel fuel consumption
- Decreased effectiveness of DEF
- Damage to DEF dosing pump, diesel particulate filter, and other components
- Potential engine de-rating or shutdown
PERFORM ROUTINE DEF REPLACEMENTS
Replacing DEF is one of the easiest ways to prevent increased consumption and possible damage to a truck’s engine and systems. DEF has a shelf life of 12 months in perfect conditions. Whether you’re managing one truck or a whole fleet of trucks, routinely draining the tank/s and refilling with fresh fluid helps prevent problems down the road, especially if you’re planning to sell and want to keep a new buyer happy.MONITOR THE UREA CONCENTRATION OF DEF
Keeping diesel exhaust fluid pure is essential to its quality. Even contaminants around the fill cap can be a problem. Before undoing the cap to add more fluid, be sure to wipe the cap and the area around it. This reduces the likelihood of dirt and other debris falling into the tank and compromising the fluid.How do you monitor the quality of DEF? You can use a digital refractometer to check the urea concentration. Ideally, the concentration should be between 32.5 and 37 percent urea. You’ll likely notice the above listed red flags in accompaniment with drops in concentration. Although one can be somewhat pricey, a digital refractometer can help you get the most from your truck’s DEF despite the short shelf life.
HANDLE & STORE DEF CORRECTLY
Mishandling DEF can render it useless. Certain metals, such as copper, carbon steel, and aluminum corrode when they come into contact with DEF. For this reason, it’s important to use manufacturer-recommended stainless steel or plastic totes for storage. Additionally, be sure to do the following:- Keep DEF out of direct sunlight.
- Store at a temperature of about 86 degrees Fahrenheit.
- To prevent waste and contamination, consider storing DEF in 2.5-gallon containers vs. bulk containers.
- If you need bulk storage, create a closed loop system — or a fully sealed system that makes it easy to refill DEF storage containers without exposing the fluid to contaminants in the immediate area.
- Never use tap water to clean the components used to dispense DEF. Instead, use distilled or deionized water and follow up with a DEF rinse.
- Never use the same equipment for dispensing DEF to dispense another type of fluid. Use the same equipment each time and for nothing but DEF.
My takeaway from that is Six Flags should have a “Margin Investor” ride.
Not all used trucks are equal. The older Pre def trucks sell for more than new trucks with def so I think you will see the oldest def trucks shitcanned first. There is very little value on a high mileage def semi with known issues.
We have replaced a def pump at 300 hours, 3 days downtime waiting for a pump.
It seems that European electricity prices are creeping upwards again. Tomorrows peak pricing approaches 40 eurocent/kWh (ex vat and transport/distribution costs). A couple of weeks ago it was between 10 and 20 cents.
Gas pricing has slowly gone up again, now at 125 euro/MWh. When it was still going down a couple of weeks ago it went below 100 euro.
We’re probably seeing the effect of winter temperatures finally normalizing, and gas and electricity going to normal seasonally high consumption. This probably doesn’t bode well for European inflation.
The price lull the last few weeks quietened the discussion about energy prices, but that will be over soon I guess.
France is still behind schedule in reopening their nuclear power plants, currently at 30GW production (50% of capacity).
Gas pricing has slowly gone up again, now at 125 euro/MWh. When it was still going down a couple of weeks ago it went below 100 euro.
We’re probably seeing the effect of winter temperatures finally normalizing, and gas and electricity going to normal seasonally high consumption. This probably doesn’t bode well for European inflation.
The price lull the last few weeks quietened the discussion about energy prices, but that will be over soon I guess.
France is still behind schedule in reopening their nuclear power plants, currently at 30GW production (50% of capacity).
I say that the FCEV semi (or passenger car for that matter) is dead regardless.
The Tesla EV semi kills the diesel semi for the same use case.
Indeed.No, the big question is why you’d think they just did it now for the first time?
This is what happens when you get into a negative headspace about someone. All you see, all you can imagine, all you think from that point forward is negative. You’re no longer looking for any truth that isn’t negative. And you know exactly what I’m referring to.
First of all, they need current data/pictures/video for the presentation. Something they validated 3 years ago on a prototype isn’t worth a cob of corn on Dec 1 at the event.
Second, throwing out little crumbs prior to an event is the Elon way, unable to always control his enthusiasm about accomplishments of the team.
Third, throwing out information like this generates ah, excitement, interest, even disbelief - I’ve got to see this with my own eyes.
Fourth, it doesn’t actually matter at what point they prove their specs. This isn’t GM/Ford/and the like. Tesla actually aims for the specs they put out with their prototypes and then tries to exceed them with the final product. That’s actually sentiment right from Elon and most times they accomplish it.
This is a mic drop moment. Stop trying to rain on it.
I suspect this tweet was regarding some sort of "landmark" test, such as the documented case for "officially" determining range, a test of the first "production" truck off the line, re-validating their (apparently) new motor configuration, etc...
There's no way they haven't done such drives before... many times....
lafrisbee
Active Member
A page or two of posts about all sorts of things concerning them big ass semi trucks. All that insight!
And yet the only thing we need to know as investors is
Tesla can sell all the trucks they make for the next five years. (And that is ALL we need to know. And we knew that before talking about pee pee in the air.)
And yet the only thing we need to know as investors is
Tesla can sell all the trucks they make for the next five years. (And that is ALL we need to know. And we knew that before talking about pee pee in the air.)
It is a horrid solution that accomplished nothing but forced people to go to manufacture for service. Literally. Have to have a Mercedes tech come to site . Or cat or ford or John Deere. Horrid. Expensive, accomplish nothing for environment
.40/kWh isn’t actually all that high. Here in California, our peak pricing is around .58/kWh the last time I checked. Also our nat gas prices are also going up since we are selling so much to Europe now.
The thing we don’t know, I think, is current pricing for the semi. Maybe we’ll get that December 1st. Nonetheless, there is a long line of companies that want to trial the semi on a 3-10 truck basis. So current production volumes are sold.
Maybe true, but it gives depth to why this is so. $75k a year in fuel savings.
Vs cars where things are far less clear to me. In fact I can make a pretty good argument that with the high price of a Tesla it is not cost effective vs a high mileage Corolla or civic. I will never recoup the added cost.
There are dozen of parts that are added to diesel trucks to limit NOX emissions. DEF is a fluid they have to add at truck stops every so often, it's like $3 a gallon on top of $6 a gallon for diesel. The new emissions equipment (same stuff in question from VW diesel gate) causes added cost, maintenance issues, and if it's not operating will cause the vehicle not to start. Most of these emissions limiting hardware/software shorten the life of a diesel engine or cause massive costs when things must be replaced.
When EV trucks become mainstream it will eviscerate the existing companies for all the reasons you can imagine.
Tesla Semis Will Need More Electricity Than A Small Town To Charge
In the case of the Tesla Semi, it takes a village. Literally.
carbuzz.com
"It's not like plugging in a toaster. If you put 50 trucks somewhere, that is basically equivalent to a factory," said Dave Mullaney, who leads the analysis of electric trucking at the RMI energy research institute.
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