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China sold 3x more EVs in one month than we did in three months, and it made up 31% of the share of new vehicles. In the US, only 4.6% of new vehicles being EVs. US: All-Electric Car Sales Increased 60% To Almost 160,000 In Q1 2022 China: Plug-In Car Sales Climbed To Over 400,000 In May 2022 https://insideevs.com/news/585186/us...-sales-2022q1/ https://insideevs.com/news/594260/ch...ales-may-2022/ Again, I will predict that battery swapping will be a big thing. The other real benefit is battery stations can control their charging times, charging in the middle of the day and at night during off peak hours to flatten the duck curve that much better, while allowing people to swap after work during peak hours, as an option of home charging. The other thing worth mentioning is the stations don’t need to equal or replace the current number of fueling stations. Most people will charge at home or at work. We would only need enough stations for those wanting to swap, as opposed to fast charging or home charging, so in totality, only a fraction of fuel stations would be replaced by swapping stations. China is moving fairly aggressively with renewables and have goals for carbon neutrality by 2060 and peak carbon usage by 2030. Musk has consistently touted their recent advances compared to the US, which is also why he has predicted more sales and growth in China for Tesla. https://www.reuters.com/business/aut...es-2022-02-24/ https://insideevs.com/news/594260/ch...ales-may-2022/ https://energypost.eu/china-should-c...its-emissions/ I guess one advantage of falling behind other countries is we will be able to see what works and what doesn’t and move best from there. |
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With the huge gas stations we have now along freeways near major cities there can be big lines during thanksgiving travel. If the "fill-up" time for EV's is longer than gasoline cars - there will be a need for a larger number of charge/swap stations to handle that holiday traffic - or make the wait time longer. But, there will be no business case to build them for single digit uses during the year. I'm guessing they will size the # of charge/swap stations to something sustainable for regular day-to-day traffic. |
If, like the typical EV driver, I charge 95% of the time at home, I wouldn't be willing to do a battery swap while on a road trip unless there is some type of guarantee on the swapped battery when used outside the "swap" process.
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While the lithium sulfur batteries are 3x as dense, they would charge about as fast because charging 50kWh takes a similar time, but if the battery is 150kWh for the weight of 50kWh then range would make swapping not necessary, and it would also mean the battery could have the potential to charge faster per mile because the battery is bigger, so a car in the future may add another 150 miles of range in just minutes. Level 3 charging is already capable of adding 3-30 miles of range per minute, but if the battery was 3x the size then we are looking at a lot of miles in 5-10 minutes. Swapping to a larger battery could be done to improve range to not have to stop, or swapping along the journey could be possible to speed up the process instead of charging. There could be a holiday surcharge for battery swapping. Who knows? There is mobile charging. I don't know if there could be mobile swapping in some capacity. I don't know what goes into a swapping station. |
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Honestly, I'm not saying that battery swapping is a bad idea, but I don't think you are going to find the OEMs agreeing to a standard format unless forced upon them. |
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There is also an option to pay $12/month to rent the battery, which is $1,440 after ten years, and there is the option to buy the battery for $10k, which might prove cheaper for higher resale value and home charging, but that could also mean someone is financing a $30k car instead of a $20k car, and they are selling a battery that is old and partially depleted at 10 years old. Nio is proprietary, so they swap Nio cars only. We would need swapping dealerships/stations based on manufacturers or groups like VAG might all work. I wouldn’t dismiss the possibility of a standardization. It won’t happen tomorrow, but it probably will happen. You might be aware of the car connectivity consortium, which is a group of manufacturers creating a standard for connecting our phones to the cars for keyless entry like Tesla has. I would personally love to lose my bulky key fob. Apple in Europe needs to comply with laws to use USB-C as a standard, so we reduce cable waist. They will probably avoid this by switching to Magsafe. Outside or Tesla, EVs already have a standard for charging. I can totally see a future with a bolting pattern and size standard with a quick disconnect standard. https://carconnectivity.org/ |
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If my first car is a Tesla, Tesla's "lower based" cost is a pure fabrication, as an extreme example. Regardless of all that, I agree with you that until the magical 10 minute to refill to 300 mile battery comes along, swapping makes theoretical sense. Personally though, however its done I don't won't to depend on the car OEM to provide me fueling/charging/switching infrastructure. I should have my pick similar to fuel. I guess we'll see how it plays out over time. |
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