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More anti-ev gibberish

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My experience with people like this (JP) tells me that they will just keep raising the bar. I'd like to see him lay out his criteria for changing his mind.

I'd like to go ahead with this. Here is my list of past and future marks for that bar :wink:

Tesla will fail to
  1. make a battery that lasts longer than a year
  2. bring the Roadster into customers hand
  3. acquire a government loan
  4. find a manufacturing site
  5. find buyers for Model S
  6. make a car that can go 300 miles on one charge (with a pack smaller than 110kWh)
  7. bring Model S to production
  8. make 5,000 Model S in 2012
  9. sell 20,000 Model S in 2013
  10. revolutionize the dealership network with its store concept
  11. erect a super charger network in U.S.
  12. cover all of Europe with superchargers
  13. change the world of transportation

I give 1 to 6 a check. Interestingly, no 12. was stated on this forum.
 
I broke my own rule and replied to this article, as follows:

John, thanks for flagging this interesting study. This is not an official OECD policy document, as you suggest, but rather a discussion paper prepared by one researcher in France. Still, worth a read.

A key flaw of the study is the author's assumption that the pricing of BEVs is set without regard to the tax incentive policies of the target markets, the "primes" of the article's title. As any basic economic text tells us, though, any tax or incentive accrues in part to the buyer and in part to the seller, the so-called "tax incidence." Renault is fully aware that the French government covers €5,000 of the cost, and so Renault would rationally increase its price to reflect some portion of this savings. But the author uses the selling price of the car as a proxy for societal resources used in the car's manufacture. Flawed assumptions lead to flawed results.

Another point that bears close scrutiny is the assumed driving distances. Here is the relevant paragraph:

"Owners of the electric cars studied can expect to pay €4 000 to €5 000 more than a fossil-fuelled passenger car over the vehicle’s lifetime under typical use scenarios (30-35 km/day, 365 days/yr). However, a higher use scenario – say that of a delivery van travelling 90 kms a day during weekdays—would, on the contrary, save its owner about €4 000 over the vehicle’s lifetime. Under high travel scenarios (fleet use, deliveries, taxis), one might expect that a market
already exists for electric cars if potential buyers have confidence in the advertised driving ranges and dealer support for these vehicles. Even without the €5 000 purchase subsidy, people travelling longer daily distances would likely already benefit from an electric car."

So, the conclusion that EV cars are more costly assumes annual driving of about 12,000km annually, while savings accrue for vehicles that drive about 22,000km annually. It's about €4k plus or minus, so let's call the break-even 17,000km annually. The average American car puts on about 12,500 miles, or 20,000km, each year, strongly suggesting that a majority of Americans would save money driving an EV.

Then there's this interesting sentence: "Our analysis excludes possible energy security benefits." Given that the U.S. and other OECD countries have spent the last decade, trillions of dollars, and thousands of lives fighting two wars to maintain our energy security, this omission cannot be overlooked in judging whether EVs create societal benefits. North America's power grid does not rely on imported energy sources (with a few unimportant exceptions).

So, while Prof. Crist's paper certainly adds to the literature on BEVs, its conclusions should not be taken as gospel.
 
JP writes, comparing at a national or even global level: "No matter how you slice and dice the numbers, electric drive can't be relevant in the foreseeable future."

Well, at that level, the amounts of money spent on EVs (or any resources consumed by them) are not relevant either. So why is spending so much of his time on them?
 
I broke my own rule and replied to this article, as follows:

Given that the U.S. and other OECD countries have spent the last decade, trillions of dollars, and thousands of lives fighting two wars to maintain our energy security, this omission cannot be overlooked in judging whether EVs create societal benefits.

Good answer, Robert, tough falling on deaf ears probably. Living in a Castle in Switzerland makes it very convenient to ignore the fate of member of the U.S. armed forces.


JP writes, comparing at a national or even global level: "No matter how you slice and dice the numbers, electric drive can't be relevant in the foreseeable future."

Well everybody claims that his ability to foresee the future is above average... In case of JP I think that experiences gathered in a long life might get in the way to correctly judge a disruptive technological development. Add to that being long on a stock position that competes with Tesla on government loans.
 
Since I can't comment directly on his articles any longer I just did a quick Insta Blog instead.
EV's Are Ready For Prime Time - JRP3 - Seeking Alpha
Of course he probably won't see it but at least I can still attack his nonsense in some manner. I'm still out there Johnny boy, tin foil hat and all! :cursing: :biggrin:

Very nice and great disclosure!

Disclosure: I own TSLA and I think EV's are cool.

Disclosure: I am long TSLA.
 
JP writes, comparing at a national or even global level: "No matter how you slice and dice the numbers, electric drive can't be relevant in the foreseeable future."

On that point he is massively wrong - a modest switch to EVs could have a huge impact. My biggest worry about our economy is oil supply. Yes, I'm talking Peak Oil.

No, don't get out your tin hat. We're not going to run out of oil. Instead, we will merely have an economic catastrophe.

What happens when we can no longer increase oil supply while demand is booming in India and China? We're about to find out. If you think this is decades in the future you need to get your head out of the sand. We could be sitting on an economic time bomb just years away. It's not clear exactly how far off this scenario is, but when supplies are stressed even a small disruption - war, hurricanes, etc. - could trigger massive global economic problems.

What can we do to prevent that from happening? Reduce demand for oil. Transportation fuels account for 70% of US oil consumption. If you could knock that down a little, say by moving 5% of the vehicle fleet over to electric power, then we buy ourselves some time. Eventually the reality of peak oil will settle in and people will start moving to alternatives more quickly. In the meantime we will have prevented a major economic recession.

Also the economic catastrophe won't be a single big recession; it will be a series of them. High oil prices will trigger a recession, triggering a price drop, followed by economic recovery, followed by a price spike, lather, rinse, repeat.

Don't forget that oil is also the world's most important industrial chemical. Almost everything is manufactured using the stuff. It's too important to be burning it.
 
JP writes, comparing at a national or even global level: "No matter how you slice and dice the numbers, electric drive can't be relevant in the foreseeable future."

Well, at that level, the amounts of money spent on EVs (or any resources consumed by them) are not relevant either. So why is spending so much of his time on them?

I think this is a good point to nail him on as well. How many negative articles has he put out on this subject in the last year? It can be pointed out that he seems to have an agenda. Though Robert did do a good job of torpedoing his source, I think bringing his agenda and credibility into question would also be appropriate.
 
I was really glad to see that this breaking headline on CNN is *NOT* about an EV. Feel free to share this screenshot with EV bashers who go on about the fire risks of EVs...

fire.jpg


EDIT: Fixed.
 
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Here's another one:
Tesla Model S: The Battery Car Market's Moon Shot | TheDetroitBureau.com

Charging times will vary, meanwhile. Using the most high-power Tesla system could cut times to as little as about 3 to 4 hours, according to the maker. That charger actually requires more current than the typical U.S. home could provide. With a more conventional charger that time could climb to as much as 18 hours, according to TheDetroitBureau.com’s calculations.

So he's saying 3-4 hours for the HPC I guess (which is actually faster than what Tesla says for the HPC on the 85 kWh pack at 4 hours 43 min. Of course he picks 18 hours as the more conventional option. Even charging on a 14-30 at 24 A, Tesla estimates 16 hours.

My post if it doesn't get approved:

Ok. Can you share your calculations with us? You’ve always seemed to doubt the recharging times actual Tesla Roadster owners told you were possible. Now we at least have official numbers from Tesla and soon with have them from actual Model S owners.

“Charging times will vary, meanwhile. Using the most high-power Tesla system could cut times to as little as about 3 to 4 hours, according to the maker. That charger actually requires more current than the typical U.S. home could provide. With a more conventional charger that time could climb to as much as 18 hours, according to TheDetroitBureau.com’s calculations.”

Check out Tesla’s website:
Charging Model S | Tesla Motors

I assume the more ‘conventional charger’ is a NEMA 14-30 at 24A (dryer outlet)? Most people will install a NEMA 14-50 and charge at up to 40A when buying a $90,000 car like this. This is valid even on the base 40kWh car with the single charger. At 24A, it’s 16 hours to completely recharge from empty. Again, you always seem to assume you arrive home empty each time. At the ‘conventional’ 40A, it drops to a little under 9 1/2 hours. If you can install a 100A line to your garage and buy the twin chargers and the Tesla HPC, that is 4 hours 45 min for a full 85 kWh recharge. While I disagree that that’s more power than the typical home can provide (I’ve talked with a contractor I know), anyone spending almost $90,000 on an electric car will likely have their electrical panel upgraded, don’t you think? Again, where did the 18 hours come from? Thanks.
 
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