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06-05-2023, 06:04 PM | #45 | |
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End of the day, we will just have to wait and find out, but I’m definitely not staking on ICE vehicles being anywhere near the predominate mode of transport in three decades. Not sure what you are trying to imply about my AI statement. I get it, you’ve been around the block and have “seen it all”. Fact is that AI has grown leaps and bounds and when we talk about “AI”, we are talking about human+ level intelligence, which has absolutely not been in play until recently. And by the way, to the infrastructure piece - Tesla already has a reliable global infrastructure that has three 9s of availability (and high quality of service), so the idea that we have “a long way to go” isn’t accurate. For the small subset of users who regularly need fast-charging, they can buy a Tesla which has a fully mature infrastructure in place. |
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06-05-2023, 09:09 PM | #46 | |
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06-05-2023, 09:36 PM | #47 | |
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06-05-2023, 09:57 PM | #48 | |
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In terms of infrastructure to support everyone driving EVs, that will obviously have to scale to accommodate. But at the end of the day, EVs are literally three times more efficient (at a minimum) than comparable ICE vehicles and energy is energy. This is physics. Therefore, pound for pound, EVs use less energy at a macro level, so the idea we will struggle to find the energy to power these things is not in keeping with reality. Even if the grid supporting EVs is 100% petroleum (which it will be increasingly resilient based on increased redundancy provided by alternative energy sources), it will use far less of said petroleum than the 100% ICE model we have used for the last century. |
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06-06-2023, 03:04 AM | #49 |
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[QUOTE=jmack123;30195216]With all due respect, I’d disagree - I think I’m being the realistic one. Again, 99% of charging is done at home - thus charging infra is not nearly as significant a need as many (non-EV drivers in particular) make it out to be. For the 5% of drivers who need regular fast charging, Tesla is an incredibly viable and mature option.
You are not realistic if you believe 99% of charging is done at home. In Europe congested cities where most of people lives in apartment buildings with the cars parked on streets, home charging is and will be impossible for them.
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06-06-2023, 06:08 AM | #50 | |
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Let me help you out: https://www.eea.europa.eu/ims/new-re...st%201%20year. 1 out of every 5 passenger vehicle in Europe is an EV. Another 19% are plug-in hybrid vehicles. So in total, nearly 40% of vehicles in Europe gave to be charged and they are getting along just fine. You are proving my point for me. |
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06-06-2023, 06:19 AM | #51 | |
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06-06-2023, 06:24 AM | #52 | |
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I completely agree to your point around extrapolating homogeneous European populations to us. The reality is I don’t need to do that. Throughout the U.S. (where politicians in the pockets of oil companies don’t prevail), there is an already established mature model of EV charging infrastructure (i.e. Tesla) and many new players coming into the fold (namely Kempower - who are well known for producing quality and reilable products). Again, even in rural areas, charging at home is going to be by far the most common method. Not sure why you think folks in rural areas are going to be driving farther than suburbanites/urbanites. As a matter of fact, they probably drive less as they aren’t commuting longer distances into a city center. |
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06-06-2023, 01:56 PM | #53 | |
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06-06-2023, 03:09 PM | #54 | |
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https://youtu.be/AE1gaNO9nj0 All the things you mentioned (e.g. we need to develop the nationwide infrastructure to do xyz) were the same things people said were impossible when ICE vehicles first came about. I think the ultimate issue here is that the proposition was that we wouldn’t have massively adopted EVs by 2050. That’s a LONG time away. All these issues are relatively easily sorted (if you don’t think so, look at how many supposed impossible issues Tesla has sorted in just 10 years). There will obviously also be a ramp up in adoption. I agree, mandating full adoption by 2030 is nonesense and unrealistic. Let the market dictate and drive the organic ramp up. But don’t be mistaken, the ramp up is occurring actively now. If you don’t believe me, go look at how many Tesla’s you see on the road. |
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06-06-2023, 05:23 PM | #55 | |
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06-07-2023, 07:47 AM | #56 | |
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There is also inductive charging, now in its infancy, but who knows. Rural areas are far more likely to charge at home, why would they do it anywhere else? Condominium arrangements can install their own chargers on the property. While some areas of the US have a very unreliable power grid - CA and NY i think were mentioned, other areas are absolutely fine. We shouldn’t generalize. So while there isn’t a single solution that fits everywhere, there are multitudes of solutions which can be engineered to drive adoption to the 60-70-80% range by 2050, at least in countries which can reliably produce electricity. That would be a massive shift, and at least to my eyes, a worthwhile one. The world developed an infrastructure to mine petroleum, refine it, transport it vast distances, store it, and distribute it in hundreds of thousands of distribution points. Why couldn’t that apply to running extra power cables? Why do we assume that 25 years from now it will still take 30 min to charge up an EV? What if the time is 5 min? 3 min? That, along with a reasonable range of say 300-400 miles could mean the current distribution model could be kept. Will it happen in poor or developing countries? That is a big question indeed. How about heavy transport on land/water/air? Big unknowns at this time.
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06-07-2023, 10:12 AM | #57 | |
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06-07-2023, 01:11 PM | #58 |
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And you think this will be the case for the next 27 years? Let’s be serious here.
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06-07-2023, 01:14 PM | #59 | |
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I think the big problem as highlighted the the OP is that a lot of people are operating under today’s paradigms, when through the next 2-3 decades, nearly all the paradigms around consumer transportation will shift dramatically. E.g. thirty years from now it obviously won’t take 30 mins to charge, and the infrastructure will obviously be far more robust. |
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06-07-2023, 01:37 PM | #60 |
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06-07-2023, 02:07 PM | #61 |
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06-07-2023, 03:47 PM | #62 | |
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06-14-2023, 07:27 AM | #63 |
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EV’s are very much a niche product.
The typical “average person” analysis fails to approximate the value this product brings to specific markets. A more instructive analysis would be looking at owner data/trends. People who live in big cities will garner more value than suburbs. Coastal over central/flyover states. Personally — if I have to drive more than 1-2 hours I’m flying. The last time I was on a road trip was a kid. EV owners tend to be more affluent and bigger spenders — and the data demonstrates they think the same. They will take public transportation or fly. (The public transportation makes sense) That said — I’m not an EV owner.
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