evnow said:
jlsoaz said:
I think for a high percent of Tesla buyers, clearly the marginal utility of that extra 20 kWh for $10k was worth it and I don't see what the problem is with drawing some lessons from that.
Tesla actively de-marketed the 40 kWh model
- No super charging
- Late builds so long wait times
And then to say few want the 40 kWh model is disingenuous to say the least.
Thanks evnow, here is Dave's comment that I was responding to:
DaveinOlyWA said:
....and this thing about Tesla dropping the 40 Kwh car is a testament that "we" are willing to pay more for the range is... ah, quite frankly total BS...
I'm not quite sure where Dave is getting the "we" from.
I think your point is something I hadn't thought about .... that Tesla might have been masking demand for the 40 kWh version that is higher than what they represented in their cancellation decision announcement. I think it was clear some quarters ago that they wouldn't soon be delivering 40 kWh versions if they were prioritizing the most expensive deliveries, and I can see how someone wanting and waiting for a lower kWh version would be frustrated in getting crowded out. So, there might have been more orders for it if the reality had been that the car would be delivered in a reasonable amount of time (and with supercharger capability). Some of the 60 kWh orders might have been from those who would have preferred 40 kWh.
I don't want to go too far down the road of defending Tesla on this, but I will say they've made it clear for some years ago they were building toward 20,000 vehicle per year manufacturing capability. So, even if they had wanted to make more of an effort than they made to satisfy demand for 40 kwh variants of the Model S, I don't think they could have satisfied that demand readily last year. Maybe now. Maybe what they should have done was state (with more ingenuousness) that there was and is decent demand for the 40 kWh variant, but at present they choose to be focused on meeting considerable demand for the higher-revenue variants, and there are some serious questions of whether they have manufacturing capability to meet demand for all variants at this time. I don't think this would fully let them off the hook of choosing to turn away those who wanted the 40 kWh variants and then somewhat misrepresenting the situation (which, if the case, is somewhat reminiscent of the old ICEV manufacturers from ZEV I era) but would remove the "misrepresenting the situation" part of it.
With respect to my overall points, as to drawing inferences not about what I want or other individuals want, but as to trying to gauge the overall market: I'll say that my basic points stand as:
- I think there were and are many potential present-day buyers and lessees for whom the marginal utility of a 30 or 35 or 40 (or so) kWh BEV would be well worth an extra $500 to $800 per kWh (assuming mpkWh efficiency roughly within the ranges presently offered by the major OEMs). This picture is clouded by a few things, including the near total lack of data (no major or minor credible manufacturer having chosen to make a BEV widely available in the US in the 24 to 40 kWh range, and now that is changed to nothing widely available in the 24 to 60 kWh range).
- I do think this principle extends above 40 kWh so. Even if the mpkWh efficiency drops at higher amounts, as Dave points out, this does not necessarily mean that buyers in the 40 to 85 kWh class are not interested in the added kWh, at a price. I think some decent number seems willing to pay more.
To round out the picture: I agreed with at least one of Dave's points:
DaveinOlyWA said:
I believe Nissan will offer longer range EVs... just wont be a LEAF, simple as that. The LEAF platform cant really handle it, pure and simple.
I'm not sure if this has been widely understood. My impression (certainly fallible) is that within the present chemistry or minor variations thereof, the overall car system has a certain amount of battery volume and weight designed in, and so I am thinking that upping the kWh on a Leaf to 30 or 36 kWh is not as simple as dropping in another x number of hundreds of pounds of batteries. How would this affect the vehicle in terms of battery cooling? Dynamics in a crash? Handling? etc. I suppose it could be done, but I think it would be very difficult or (perhaps) not possible, in terms of the way that Nissan is approaching this model.
If that is correct, then another possibility for substantially upping the kWh on a Leaf without straying too far from the present design would be to substitute in a bold new chemistry. In that scenario, what I want to say is that over the decades fancy, safe, reliable, effective excellent new battery chemistries make for nice news stories, and they can finally make it to the traction battery market, and they will. I also think that there is now (compared to 5-10-20 years ago) arguably more concerted work going on in this area and trying to actually bring them to vehicle market and get them on the road, and so it wouldn't completely shock me to see not only some chemistry minor evolution but also a few stronger change efforts.... still, it bears keeping in mind the principle of not equating news stories and reports out of the lab with actually bringing a much higher volumetric and-or gravimetric energy-density chemistry to consumers on the road.
Another possibility as Dave and others have discussed is that Nissan could and will offer other models with higher kWh. It could be argued that it is just semantics as to whether they call this a Leaf or something else. A reason I was so disappointed with Nissan for the early Infiniti LE announcements is that the company (if I recall) was indicating the same 24 kWh. For heaven's sake, I thought, one of the first things, if not the first thing they consider in bringing one of their next BEVS to market is taking the opportunity to up the kWh. Will no major auto OEMs step into the 24-40-60 kWh void?
As mentioned before, sure there is a counter-argument that potential buyers in this area (which I think is a sweet-spot) might change their minds to some extent with substantial recharging infrastructure build-out which would reduce much of the need to carry so many miles onboard. (In the very long term we may move toward even less onboard if there is reliable road-based charging, but I think that's a ways away, if it will ever come).
After ZEV I in 1997-2003, I had thought that roughly 30 to 45 kWh was a sweet-spot that we would see explored aggressively. If we look at the 1997-2003 era BEVs, the manufacturers and CARB researchers indicated that some progress would be made in battery specs and costs (if I recall). Wasn't the NiMH EV1 a higher number of kWh than the present Leaf or Chevy Spark or Ford FFE? The early kWh numbers of the Leaf and the FFE etc. have been disappointments to me in this context, whether as a driver or industry watcher, but not so bad disappointments that they kept me away from driving. Still, I think it's worth shouting out to Nissan and other manufacturers if some (how much is hard to say) of us would absolutely be willing to pay more, especially since at present they are all refusing to offer this option to us (from 24 to 60 kWh) here in the US, at any price. (I think there may be one or two less-well-known manufacturers in Europe which have offerings in this area?).