I took delivery of a 2018 Nissan Leaf 4 months ago in the UK. The car is amazing - the charging network is a sad joke. Luckily I have a drive so largely negated, but the problem for Tesla competitors is, the larger the battery the slower the charging infrastructure feels. If you need to recharge 70kwh on a 48kwh charging port, its not great waiting 1.5 hours at a motorway services.
None of the competition are aiming at the model 3 or Leaf either, which is where the real market is. Nissan have announced a ~60kwh Leaf for 2019. They seem to be the only ones who are really close behind tesla.
Is the Bolt on sale anywhere outside of North America yet?
Source for Korea sales: https://insideevs.com/chevy-bolt-sales-south-korea-match-us/
The Chevy Bolt EV is an excellent offering in this space, I have a 2017 model. ~230 mile range, ~$37k price tag before tax rebate.
GM claims that they'll increase production for the 2019 model year, but time will tell.
https://insideevs.com/south-korean-chevy-bolt-ev-sales-crush...
https://www.autocar.co.uk/car-news/motor-shows-detroit-motor...
Charging network will solve itself, I think. The further the biggest player is ahead in a region, the more likely it is that the smaller players will cooperate on a single fast charging standard.
Whichever company figures this out and teams up with restaurants to put chargers in their parking lots will win mass market EV adoption. It makes sense to plan your long road trips around when you want to stop for a meal. You can enjoy a nice experience while you wait for your car to charge instead of the current supercharger network where it seems like a chore.
On Tesla's website (and on the in-car display) they specifically identify which services are available at that location. Seems to be a lot of restaurant/starbucks type places. I don't have a ton of experience with them so I can't speak to all of them, but they at least try to locate near services for this very reason -- 40 minutes is a long time to sit twiddling your thumbs.
Last time I used a supercharger, though, the car charged so fast in was in a HURRY to get my coffee and locate a restroom!
https://www.evconnect.com/ https://www.chargepoint.com/ http://www.blinkcharging.com/
I'm considering an electric car for my (meager currently, though probably increasing soon) driving needs and the idea of charging every few days while running errands is great.
If you compare Tesla's network with all other available charging stations, Tesla's network is tiny, especially the super chargers are often 100km apart. Although, a lot of the non-Tesla charging stations can only deliver 3.7kW, which is pretty bad.
At what voltage? This is puny!
What is so unique about Supercharger technology that can't be replicated by 1) the other auto manufacturers or 2) the oil companies who will need to replace their fuel station income?
It's a plug, not exactly rocket science. Superchargers aren't even state-of-the-art anymore.
This is where the squabbling politics of main manufacturers will start to appear, both in wrangling the dealer network and getting the company to invest dollars to build that out rather than stay with the tried and true ICE business.
If anything, this will result in a constant several-year lag of competitiveness with manufacturers with true EV commitment.
However, Mercedes is still talking about the car they'll start building Real Soon Like Now.
Yet, oddly silent about their fast charging network.
In the case of MB, they haven't even announced anything (I think) of the sort.
How much would it cost to replicate the supercharger network? I’ve always thought Tesla’s deepest moat was its battery production.
I wonder. Panasonic's got a truly massive amount invested in the Nevada "gigafactory" and I imagine they could sell batteries to Mercedes if they wanted to.
A "9V Battery" is in fact a battery, made up of 6 cells. But an "AA battery" is actually a cell (made up of a single cell of size AA).
Its important to remember the technicality here. An 18650 Lithium Ion Cell is made by Panasonic. When the cells are merged together with electronics (over-voltage / under-voltage sensors, charging, balancing, etc. etc.), that's when it becomes a "battery".
Tesla's biggest moat is certainly its "battery", the electronics and smarts that it uses to put cells together. But Panasonic owns the chemistry, so to replicate Tesla's efforts, other manufacturers will be able to buy cells from Panasonic and build their own batteries.
The question therefore, is whether or not other companies can combine cells in such a way that they are properly cooled, properly maintained, etc. etc. It seems possible for sure, but Tesla certainly has a headstart on battery technology. (But no "moat" on cell technology).
Not the way I read it initially though. But yeah, seems to checkout.
When electric cars take off there will be independent charging stations scattered every few blocks, just like gas stations are now. They will be paid for not by the car makers, but by the stores nearby, just like convenience stores pay for their own gas pumps today.
My guess is tourist traps and shopping malls will pay for them - places that want to attract visitors for long enough to charge. Which is to say I think most people will find a slower charge that doesn't take battery life away will be a consideration when choosing which tourist trap to go to. Obviously different battery technology has different fast charge considerations and so I might or might not be right depending on how bad the effect is on real world batteries.
Do you drive an EV?
Remember, the poor are not buying new cars. Even if suddenly all new cars were electric it would still be years before the poor get to these cars.
The supercharger network is one of Tesla's greatest strengths. The majority that I've been to are already at rest stops, malls, shopping centers, etc. that are close to the highway, so I can fill my battery while doing other stuff and stretching my legs. Plus, the range of the Model 3 is such that I need more stops during a long drive than the car does.
This is a park with no gas stations in winter (there is one open seasonally within a nearby national forest). So, I have to think about my tank capacity and when I might need to take a trip back down out of the mountains to refuel if I am on a long stay. I asked him about range anxiety and he said he used the superchargers in the Central Valley during his approximately 500 mile trip to the base of the mountain. He spent one night in the last little town before the park entrance gate, and used their 110V outlet in the parking lot to top off his car over night.
Up at about 8k foot elevation, he had a good charge remaining, and would have plenty for local driving during his stay and the descent back to town would actually restore much of his charge due to regenerative braking.
First off, Tesla's charging network is better and faster than anyone else's. That said, I think the difference might be overstated, but with a Tesla I know all charging will be easy to locate, functional, and fast.
With another EV I might worry about DC Fast charging standards, who owns it, how much it will cost, whether I am a member of their network, etc. I think it's probably less bad than I assume, but the mere fact that I have doubts helps Tesla.
That is to say, the marketing benefits are likely greater even than the actual functionality benefits, even though the functionality is by far the best.
- there is usually only one or two plugs, so it may be busy - or it may be broken because they are not well maintained - or, last trip a location list as open 24hrs was in a locked gated parking lot. - pricing is not transparent (is $5 per use better or worse than $0.35/kWh + $2/hr?) - Some areas are not served well, by anybody including Tesla. I live in East Oakland and there is no nearby fast charging.
Tesla's network is incomparably better.
Fortunately I mainly charge at home so I don't have to deal with the charging network horror very often.
Speaking as an actual Tesla owner, I could not disagree more.
I just did a 2000 mile road trip in my Model 3, and had absolutely zero instances of range anxiety or problems with the super chargers. I stopped to charge approximately every 3.5 hours (the car lasts longer between stops than two passengers and a dog), and on average, I'd add about 200 miles back in the 30 minutes it takes to walk the dogs, go to the bathroom, and get a snack. I'd argue that the supercharger system is more practical than a normal gas stop, since you can't do anything else while filling up your tank. With the supercharger, if I take a couple extra minutes waiting in line for a coffee, I'm getting more miles. It took a lot of the stress out of the drive, and I absolutely would not want to go back to doing an ICE-based road trip.
If that happens then Tesla's network will quickly look like CompuServe or AOL.