Tesla’s promises don’t compute with current physics and economics of batteries
bloomberg.com
bloomberg.com
Here are current industrial/transportation/residential electric prices in US [0]. They think Tesla will pay 40c a kwh??? What a joke. Sure if you look at constant demand facilities and extrapolate their pricing model with low average demand to megachargers you can come up with a ridiculous number. You can literally run diesel generators and generate electricity for a lower cost. This is so hysterically asinine I can't believe Bloomberg published this article. Not to mention a huge amount of charging can happen overnight when drivers are sleeping and electricity prices/demand are super low.
Pushing a lot of power through a wire is a solved problem. So what they need to push 10x through one connection instead of over 10. We are talking about a modest increase in % charge rates. That is what matters. All else equal you can charge a percent of your battery capacity not some arbitrary fixed number.
This is an embarrassingly poor article. I think the one the worst things about the current tech shortage is now we have all these arts/business majors doing technology writing larping like they know the difference between a watt and an amp.
[0]https://www.eia.gov/electricity/monthly/epm_table_grapher.ph...
The scaling here is exactly the same as with the "larger battery" versions of the Model S having more horsepower; higher capacity = higher throughput when you're dealing with battery banks.
For any battery system, the capacity is the product of the number of cells and capacity per cell.
If I have a 250v, 25 kWh battery, I can charge it at 250 V, 100 Amps for 1 hour or at 250V, 1000 Amps for 6 minutes.
What charging rate I select depends on the voltage and chemistry in the battery. Can the battery support charging at such a rate. The charging current rate is limited to the max operating current of the battery.
If the above battery can supply a max current of say 50 amps, then you will have a max charge rate of 250V, 50 Amps for 2 hours.
Assumptions: The article is correct and it’s an 800KW battery pack for the semi. I’m also going to go with a conservative assumption and assume 2C charging rate for the battery pack. I’m also going to assume that the semi will have the ability to take in a 480V charging current because it simplifies wiring and is easier to get in an industrial capacity.
With those assumptions, you’ll need 1.6MW of power, something that can be easily delivered with less than eight 500MCM cables (roughly 1” copper cables including insulation that weigh about 2lb a foot and are still rather flexible). This seems in line with the charging port photos I’ve seen for the semi. Neither the cables or the power needs are that dramatic, there’s wind turbines that put out that much power individually along I-70 in Kansas for example where there is thousands of them.
I suspect Tesla's grid storage already proves this point.
Industrial applications already consume much more power than an entire Megacharger site, so supplying the charger with power is an already solved problem. Getting power from the charger the truck is again, a solved problem in the industrial space. I can order an off the shelf industrial connector [1] that does 1000v @ 400A, which means you might need two of them. Truckers already use 2 pumps to fill their truck, so even that is not out of place.
[0] https://www.fmcsa.dot.gov/regulations/hours-service/summary-... [1] https://www.connector-techals.com.au/manufacturer/rauscher-s...
(I don't know the answer, but I strongly suspect that regulations are not going to be the driver of the adoption of this tech. Short haul or "hot shot" could be better suited for electric and autonomous. Show me some progress there first and I will buy into some actual disruption. If you want a research assignment, take to the interstate back and forth across a couple of flyover states and stop and see where the trucks actually are.)
The range also lends itself nicely to this. Over the course of a day a trucker would drive a maximum of 855km (they are limited to 90/h), so with a short fast charge during their break the 500 mile version could easily achieve this, then over night it could be charged slower.
Logistics researchers have also been working on this problem for years. You can find paper after paper in the literature.
and you believe either the Trucking companies, the Regulators, or Telsa give a shit what works for Actual Human Truckers....
Telsa is looking ahead to full automation anyway so humans are seen as a inconvenience, and if they make it hard on Truckers that will just give them addition ammo for any concerns regulator have in replacing Truckers with Automation. To these companies The fact that is might be hard for Truckers to find a Charging station that falls in line with Hour of Service rules just proved we need to eliminate the humans
Sure, many electric and autonomous vehicle problems go away if we "simply" re-engineer millions of miles of roads and infrastructure in the country. Now you've got two problems.
Unless I’m mistaken, each little cell should theoretically be chargeable in parallel, limited only by heat, massively parallel wiring, and the one massive input carrying ridiculous current.
In theory, if one cell takes 30 minutes to charge, all cells could be charged in parallel in 30 minutes. Obviously this is ignoring the challenges I mentioned, which generally don’t apply to the relatively small RC aircraft with which I have experience.
However the superchargers connect to the vehicle through a power port, which is relatively small. So it may not have as many parallel connections. You could split the charging to individual cells inside the car, allowing for parallel charging of all the cells simultaneously, but that means that the supercharger has to handle the cumulative power requirement of all the cells in parallel. So if you have 500 50W cells, then the super charger has to have the capacity to handle 25 kW of power. And that much power requires some very bulky cabling, even with a 3-phase supply.
Current superchargers charge at 2% / minute. I am assuming that's the maximum rate of charge, given the current supercharger infrastructure.
Lets assume that 2% / min is, say, at a 100 kW power level.
When charging a truck, assuming the supercharger technology isn't changed, the charging will still be at 100 kW power level.
So if the truck has 10 times the battery capacity, then the equivalent %age rate of charge will be 0.2%, not the same 2% as the capacity of the battery to be charged has changed.
Personally I think Elon is either going to add multiple charging inputs per truck and combine it with a special supercharger, or have some sort of port in the truck to which a special connector is connected to transfer huge amounts of power safely, not unlike a dock at the under side of the truck, or maybe the front.
Edit:
Just read the latter part of your post after I wrote this. I think this is the most likely scenario. "Personally I think Elon is either going to add multiple charging inputs per truck and combine it with a special supercharger,"
However those connectors will be very bulky and heavy. Maybe Elon is thinking of a mechanized system, say a power robotic arm sort of thing, or maybe tech similar to the instant battery changing station he demoed a few years back.
https://www.teslarati.com/tesla-semi-megacharger-charging-po...
I find that doing something that matters in life is not just hard because the task is difficult. It's hard because of all the people that gets in your way.
It's already painful to see people doing nothing by themself. Or even not helping the cause of others. But it's infuriating to see how much energy they spend to go against your attempts.
I don't get it. For better or for worse, Tesla has made the idea of electric cars feasible to the mainstream.
Surely, that can't be a bad thing. Why knock down the idea so aggressively?
One are the risk takers. Who know risks are involved, but do it anyway, sometimes against all odds, because the payoff (in any form) is big or huge. The risk is worth it for them.
Then you have the conservatives, who just don't want to fail. They take no risk, don't step out of their comfort zone, because they might fall down, they might fail. They want to be like all other people, average and safe.
I'm not saying either of them is good or bad. They just have a different take on life. I think conservatives are happier.
Problem is that when a conservative sees a risk taker in action, they don't understand it. They see all the possible ways on how this thing can fail. They ask why these risk takers don't see how this can fail.
Point is that the risk takers do know how things can fail, but do it anyway (ok, sometimes you do have stupid people who don't know). If it fails, they can proudly say "See I knew it! How stupid was that". Conservatives like to remain in their safe zone, where they know how things go. The risk takers always want to change things.
If anyone has another take on this, I would be glad to hear it.
I also think the terms you used probably aren’t ideal, because they imply a political connection that might make people resistant to your premise. It reminds me of the maker vs taker thing.
I like to think of it as reasonable vs unreasonable, as in the George Bernard Shaw quote:
“The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.”
Best of luck to you.
They already have firmware unlocked battery capacity in their currently shipping cars, so this isn't some wild conjuncture. The margins on these vehicles are huge, they can just decide they'd like to pay for marketing by cutting into some of those and shipping more batteries with each vehicle.
I am curious what exactly happens at 80%, does that 2% a minute rate drop off precipitously? If so what is the reason for that?
We would also wonder about making it to production, but Tesla actually has a halfway decent track record at that.
That's the thing. They didn't. The roadster concept didn't have 200kWh in it at all.
>“I don't think they're lying,” Jaffe said. “I just think they left something out of the public reveal that would have explained how these numbers work.”
There are no laws here, just advances in battery tech, and people believe Tesla is at the forefront of that AFAIK. Sure, they might be making claims that are hard to believe, but isn't the point of Tesla doing exactly that?
For a nice reference: see this comment sceptical of Tesla's capability to deliver this 100MW battery in Australia in 100 days. Which was just recently completed on time. The tone reads surprisingly similar to the Bloomberg article ("To say nothing of the near 50 degree weather beating down on old infrastructre that spans thousands of very sparse kilometers.") https://news.ycombinator.com/item?id=13838355
People, and companies, have reputations. Those have to be taken into account when judging their claims.
Note also that all of the claims of the article are in the "this is hard" territory, not any actual "this is perpetual motion" sort of impossibility as the title alludes to.
The example that seems easiest to judge is doubling the capacity of the roadster battery: The current Model S battery is a rather thin sheet underneath the car. I have absolutely no doubt that you can fit twice the volume into the same frame. It gets only easier if there are any advances in battery density, or if car grows only slightly in every dimension.
That said I’m still skeptical aboutthe figures given but not because of the batteries - it takes lot of engineering to keep a car togheter at those speeds: most of the components will be quite close to the limit of material science and tesla is not exactly known for its quality control pipeline.
Edit: Oh I get it...the charging port is what you meant.
https://i.ytimg.com/vi/ga4L1w66AbU/maxresdefault.jpg
The problem is disgustingly parallel.
You can charge every single cell individually, simultaneously, if you design your connections to support it. IIRC our packs were wired to charge the internal cells in pairs.
If you think about it, though, with a given max current I = dQ/dt, you need the same amount of time to charge two cells each to a charge Q (mAh), no matter if you charge them simultaneously or one after the other. Because if you charge them simultaneously you can only supply I/2 each.
I realize that most people believe that Tesla and Uber will be able to continue subsidising their operations indefinitely, but it makes me very nervous.
For example, in San Jose, CA, the average residential is ~$0.156/kwh
Commercial is $0.1408/kwh [1].
If you operate at a 90% power factor, and are surcharged the other 10%, ...
[1] https://www.electricitylocal.com/states/california/san-jose/
But yeah, at Tesla's scale, it should not be $1/kw.
I could believe that to be the all-in cost for a supercharger or something weird like that.
Because they should be paying close to the industrial rate, if not lower.
$1/kwh is an extreme outlier and essentially pointless to talk about. There are lots of other options at that price point.
According to /r/teslamotors this perk is worth less then $1000 for the total lifespan of the car for most users (there are a few taxis which use significantly more but not normal users). This is not a lot of money considering the car starts at $70k, can easily go up to $120k and maxes out at about $260k.
Edit: the price per kWh is also wrong. Tesla currently sells electricity for an average of 20¢ kWh to consumers which do not qualify for the free super charging perk and they have said they will sell it for 7¢ to semi truck customers. So we can assume Tesla pays between 5¢ and 15¢, depending on the location and whether they have solar and powerpacks installed.
Supercharging for free is really a gimmick and free advertising for them because a lot of people who buy such expensive cars value their time above what it takes to recharge it every week. The only reason Tesla built supercharger is because they wanted to enable long distance travel for electric cars.
As for the super chargers, I'm pretty sure you can no longer use a supercharger for free if you live nearby it. You are only allowed free usage when travelling.
As for the solar panels on the charging station, that sounds almost useless. Like putting a little solar panel on the sunroof of your model s.
First of all, supercharging was never 'Free' - it was a $1,000 addon option (at purchase, or $2,000 later) for a long while before finally being made standard. (The hardware was integrated into all models shortly after launch, but cost money to activate)
Secondly, they killed the unlimited free charging program for new cars as of this year. (April, I believe was the cutoff for delivery of vehicles with unlimited supercharging)
The motivation for killing the unlimited free charging program seems to be partly people who would never charge at home, instead always charging at superchargers and often leaving cars parked for hours in busy locations, and the increasing commercial use of the supercharging network (by taxi companies).
Imagine a 10MWh battery pack that constantly charges from the grid, when a truck pulls in it can dump charge into the truck at a high rate.
I was thinking about diesel which is trucked in to the truckstop and stored in tanks, and then pumped out when needed. This would store charge in batteries and then pump it out when needed.
1200 kw is a lot of power. That's the average amount of power used by 600 homes, or half of the output of a large wind turbine here in the Midwest, to charge a single truck.
If they use a 440 V supply to charge it, that'd be over 2700 amps.
[1] http://www.cooperindustries.com/content/public/en/wiring_dev...
Am I reading this right? A electric ship?
Maybe I am being too critical of the article and I understand that author too can do very little but speculate. But maybe consult variety of people rather than just 'I don't know how so it must not be possible' people.
Edit: is there a way for tesla to purchase electricity for solar city customers or something and direct it to charging stations? Or is that now how it all works?
So many people just nonchalantaly act like they just tossed a few more 18650s in there that it is nice to see someone point out how improbable that is. I'm really looking forward to hearing how this is actually happening.
Stupid question: Why is it no option to simply hot-swap the battery? (Possibly with mechanical assistance)
If you're already talking about a scenario where the charging happens at motels or gas stations, it seems easiest to have a stock of batteries that you can charge over longer time and swap them out whever a truck comes in.
Just who do you think would be the owner of the replacement battery packs?
If your answer is Tesla, then you've made huge and IMHO unrealistic assumptions about Tesla's capital allocations.
If you expect haulage companies to buy and charge batteries around their most likely needed locations then you are even further off. In nearly every case, their business demands extreme routing flexibility.
For that matter, just take the flat frame/battery pack of the current cars and make them replaceable slabs on rails. Charge each one independently or swap them out, though that'd probably be a service thing instead since you probably want to keep those trucks on the road as much as possible.
Apparently the Bloomberg “expert” doesn’t grasp basic electric principles like wiring in parallel.
This is why Musk keeps getting ahead of everyone else and leaves carmakers and media writers in "shock and awe" - because he keeps thinking outside of the box, while they keep thinking within the existing or past constraints.
“Every year the energy density of batteries increases by about 7.5%”
So, in 10 years electric cars will double their range, which should be more than enough for most people.
7.5%/year is probably an overestimate, though, and you are right that at some point it will hit diminishing returns. Moore's law has too, though, eh?
Oh, good. I thought they were going to bring in a battery expert to disprove the battery experts that work for the company who, according to Bloomberg, has the most advanced charging systems on the market. Whew! Dodged a bullet, there.
It's starting to feel a bit like Tesla's massive investments are only serving to further entrench the existing battery model. He's basically working to replace Big Oil with Big Lithium. There's no denying the benefits of breaking our addiction to fossil fuels, but we need to be mindful of the obstacles to tomorrow's progress we're erecting in the name of today's.
No, we don't. We have lots of news articles about amazing breakthroughs and absolutely nothing in actual production.
> It's starting to feel a bit like Tesla's massive investments are only serving to further entrench the existing battery model.
If you can come up with a battery chemistry that outperforms lithium ion, there will be nothing stopping the absolutely massive torrential downpour of money on top of you. Batteries are used everywhere, not just in cars. A new chemistry that works well would be huge. The problem is that there's lots of hype and marginal results when it comes to new battery tech.
Electric cars need X kg of elemental lithium over the lifetime of the car. ICE cars need [on the order of] X kg of gasoline every 200 miles. This makes such a huge quantitative difference that comparing lithium mining to oil mining is almost pointless.
In addition, lithium can in principle be recycled when the battery wears out. Gasoline cannot be recycled, even in principle.