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Monthly Journal: Traders' Insights Wanted!
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Why did Tesla Give up on Battery Swapping?

Tesla knew battery swapping system is impractical during an initial startup and threw away the idea. But the swapping system becomes popular in China partly due to government subsidies.
It's not easy to decide which is the better system which depend many factors such aa the population density , city infrastructure and vehicle size.

Quote:
­Battery swapping is a roundabout way to address “range anxiety” – a roundabout way that ignores technological progress. It focuses on the symptoms – rather than the cause...

While Tesla did apparently construct one facility in Harris Ranch, California... based on a modified version of defunct startup Better Place’s battery swap system – was clearly not a top priority. And about a year ago, a Tesla spokesperson confirmed that “the company believes electric vehicle charging is the best way to power its vehicles, and that battery swapping is riddled with problems and not suitable for widescale use.”

The $500K battery swap stations ended up costing $2 million apiece, and Better Place only secured one partner – Renault, whose 2011 Fluence Z.E. had a battery that allowed for an 80-mile range... So when Tesla spoke of the problems with battery swapping, they’d essentially discovered how impractical the whole idea was.

Quote:
China’s central government decided that, while direct subsidies for EVs were being phased out, models that support battery swap will remain eligible for subsidies for a longer period “to encourage the development of new business models.”
Source:
EV battery swapping is becoming more common in China - Protocol
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  • bullrider_21 : Imagine waiting for hours queuing up for an available charger. People won't buy an EV if they have to waste so much time. Swapping just takes a minute and the queue is much shorter. Time is money.

  • ZnWCOP bullrider_21: If bother to read my article, you'll find that there's no winner in either system. Tesla's charging takes 15 min for 200 miles distance. Queuing may be due to infrastructure or manpower shortage which is a problem common with gas station, charging station and swapping station.

  • TeslaSmurf : It’s because the swapping is not rational for the very high cost of the swapping station. Plus, a single swapping station needs about 5 times the area of a single
    Supercharger stall, they are slower to build and install (Tesla’s superchargers are mass produced). Finally, the increasing power of the new batteries (CATL just pulled out a new 500Wh/kg battery) and of the Superchargers will dramatically reduce the time needed for a charge. Within this decade you will be able to charge in 5/10 minutes, depending on the size of your battery and  on the architecture of the whole electric system.

  • ZnWCOP bullrider_21: Queuing problem can be solved by building more charging stations.  Similarly you'll still need to queue if the swapping stations are limited or manpower shortage.

    EV charging is easy and can diy or install one at home or at car park. You can't diy for battery swapping and build one swapping stations at your house or car park.

    Building more swapping stations will incur higher cost and more manpower than building a charging station which need zero manpower. Swapping stations is common in China because manpower cost is relatively lower and partly due to government subsidy. But that is not sustainable in long run.

    I'm sure you knew the above advantages for charging station. As mentioned in my article, which system is better will depend on many factors such as population density, infrastructure and vehicle size.

  • 70571956 bullrider_21: good morning

  • bullrider_21 ZnWCOP: Build more charging stations will be more expensive.

    Battery swapping can diy. You can finish in seconds. Just need to exchange your old one with 1 staff. There can be 50- 100 batteries at a station.

    It is very much faster compared to charging. Swapping helps in the adoption of EVs.

    https://futuretransport-news.com/charging-versus-swapping-the-great-debate/

  • bullrider_21 70571956: Good morning.

  • ZnWCOP bullrider_21: It will take about 7 minutes to replace a battery depending on how skillful a person is.

    Many people will take to the swapping stations to replace battery. You still need to purchase the battery first to replace yourself. To replace an EV battery by yourself:
    You need the right tool and skill
    You risk damaging your expensive EV.
    Once new battery installed, need to charge it up.

    It is not so simple as what you say take seconds.

    Source:
    How To Swap Out The Battery On An Electric Car – OsVehicle

  • ZnWCOP bullrider_21: It will depend on the vehicle size. It is more cost efficient for swapping battery of motor cycle. Even so battery swapping is done at station as you need get a new battery. For sedan and suv, I'm doubtful if anyone want to risk damaging their EV.

  • bullrider_21 ZnWCOP: The EV will not be damaged. They can just go to the station, swap and leave.

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I reflected trading experiences by writing journals. My comments are for educational purposes not financial advice.
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