Tesla Model X P100D

Soldato
Joined
20 Jun 2004
Posts
5,905
Location
Essex
W
As early adopters, they did not really think about the reduced production costs, in that respect it's not dissimilar to oled tv's, had the lease/pcp companies figured out the tesla risk though.

[ the elektrek article linked, is vague about battery cost advantage Tesla have versus audi/porsche
- https://electrek.co/2019/02/09/tesla-model-3-cost-surprise-porsche-audi-reverse-engineering/ ]

I can’t speak for anyone else but I don’t look at the potential depreciation as a “must have” when choosing what car I want. It would be nice if my new car withheld 60% of its price come 3 years but I wouldn’t exclude a car if it wasn’t going to.
 
Soldato
Joined
22 Nov 2006
Posts
23,399
I didn't used to, but I do now. I don't buy new cars though. TBH any EV that approaching the end of the battery guarantee (8 years?) will be difficult to shift.
 
Last edited:
Soldato
Joined
9 Mar 2003
Posts
14,246
I didn't used to, but I do now. I don't buy new cars though. TBH any EV that approaching the end of the battery guarantee (8 years?) will be difficult to shift.

Not sure I agree, the battery will slowly degrade but you’ll know exactly what that degradation is. Even if an entire module in the battery pack failed it would still have a huge amount of value out of the car because they can have a second life in non automotive applications. Individual modules can be repaired/reconditioned if needed. What is lacking is the facilities to do this locally because there isn’t the demand but that will change once there are a few million on the UK roads.

A more likely problem that could happen is that the battery is worth more outside the car than in. If that happens you simply will not see any cheap old EVs to buy because they will all be dismantled for the batteries. Even a depleted gen1 Leaf battery will have more capacity than The average home storage solution that most companies are selling, size/ weight is much less of an issue in storage applications.

Compared that to an 8 year old piston car where you have no idea if in 3 weeks that any number of really expensive parts could go with no warning leaving you with something that is worthless broken and costs hundreds/thousands to fix.
 
Soldato
Joined
17 Apr 2009
Posts
7,591
I didn't used to, but I do now. I don't buy new cars though. TBH any EV that approaching the end of the battery guarantee (8 years?) will be difficult to shift.

Many cars are out of battery warranty and selling fine. 8 year warranties are a recent thing. Older cars only had 5 years, as mandated under the Plug-In Car Grant terms.

I could flog my Leaf to WBAC today for roughly what I bought it for 18 months ago. It's got an extra 20k miles on the clock, and the battery warranty just ended. Sticker price on similar cars is £9500+. No idea how negotiable that is, but I only paid £8200.
 
Last edited:
Permabanned
Joined
24 Jul 2016
Posts
7,412
Location
South West
Toyota, Hyundai, and Honda remain the only major manufacturers to actually release HFCVs though. And they aren't exactly selling brilliantly; as of the end of 2017, cumulative HFCVs sales hit 6,500 worldwide. At the same point, BEV sales were at 1.9 million.



What about the power demands of refining hydrogen? How many power stations will we need for that? Who is going to pay for it?

In a perfectly efficient system, it takes 32kWh of electricity to produce 1kg of hydrogen from water. That 1kg is enough for 100km of propulsion. So 3km per kWh. Convert to miles, and that's roughly 2 miles per kWh. An EV will typically get at least 3 miles per kWh, including transmission losses. So if we had perfectly efficient electrolysis, the electricity demands of running transport on hydrogen would be 50% higher than BEV. But we don't have perfectly efficient electrolysis. The best I've seen on a research paper is around 45kWh per kg.

As for generating electricity, National Grid have stated in the past that they have no immediate concerns about being able to power EVs. Their focus is currently on developing a "smart grid" to smooth out demand, rather than just building more and more capacity to cater for the few "peak demand" hours per year.



Could you explain the process of "converting" a petrol station to hydrogen? I'm assuming it involves ripping out the existing refuelling equipment and installing new equipment, meaning the infrastructure doesn't "already exist" at all. Only the sites do.

You've also missed the infrastructure needed to produce the hydrogen fuel. Or does that "already exist" as well? I guess oil refineries can be knocked down and replaced with hydrogen production facilities?

Fuel cost, according to an Engadget article from last year, is around $12 for 100km worth of fuel, subsidised. So roughly £10 for 100km, or £16 per 100 miles. That's 25% more than a typical petrol car despite the subsidy and without adding tax, the cost of infrastructure, or profit. Given the amount of tax on petrol, it seems like some serious economies of scale (or a major breakthrough) are needed to get the cost of hydrogen anywhere close to reasonable.
You had the same situation with EV’s initially in that only a few companies were developing electric cars even then many of them were hybrids. So that’s not really that important as more will with time but yes currently electric cars are more popular and will continue to grow.

The power demands are potentially a little different as there will be a known demand to produce x amount of kg’s rather than sporadic peaks when many are charging at any one time (let’s assume people will plug in when they get home from work or maybe before bed).

With Hydrogen production facilities will be built and within that site it’s perfectly feasible to include solar and or wind generation to subsidise the known demand. Also it’s perfect to have such facilities in places like an arid desert, where sun is in abundance and the land is not used for anything else.

Yes ev’s are more efficient at using electric to power the vehicle but Hydrogen is more flexible If the infrastucture is in place to allow refuelling in a similar manor to what we have always had with petrol and diesel.

I’m sure they intend to build a smart grid but realistically speaking if ev’s Have a 75-100kw battery pack that’ll need charging however often x by however many 1000’s or millions worldwide that be produced and brought by motorists, that’s a lot of energy needed to keep these cars topped up. I use somewhere near that much in my home per week and I’m don’t use as much as the average. You going to essentially double the current demand on the grid.

The price of Hydrogen is not a big issue either as the cost will come down with demand just like in any other industry, let’s face it we’re not going to run out of hydrogen.

Can’t say I would know what’s required to convert a petrol station to hydrogen but I’d imagine it’s not that different to lpg. So at a guess you’d need a tank, some pipe work and the pumps.

Ok wrong word I’ll replace infrastructure for sites that can and will be converted when the demand calls for it. It won’t be tomorrow but it will as it starts to catch up and the need to replace petrol increases.

The main reason why I think it will catch up ev’s If not surpass is because the petrol/diesel industry is worth many, many billions to companies like BP, She’ll ect. As revenue from oil begins to decline as less and less internal combustible cars are sold, (eventually none will be produce) they’ll want to keep the money coming in as too will governments who are used to recieving fuel duty. Hydrogen is potentially a perfect replacement as they can produce and supply in a similar fashion as they have always done with oil, government will still be able to tax it and everyone will be happy. It’s better for the environment, it’s close to petrol so the end user who habitually hates change can carry on as before, and more importantly people can still get rich through the control, production and supply of an essential commodity.

That my take on it.
 
Soldato
Joined
17 Apr 2009
Posts
7,591
So basically, if you put a lot of focus on the downside of BEVs, and trivialise or ignore the challenges facing hydrogen-based transport, hydrogen is better?

I'd love to see hydrogen work out. But so little has changed within that industry over the past 5-10 years that it's difficult to see how it competes outside of specialist applications.
 
Last edited:
Permabanned
Joined
24 Jul 2016
Posts
7,412
Location
South West
I’d imagine both will continue to develope I’m just looking at it from the point of view of the oil industry. It’s worth trillions and trillions and those companies will not want to relinquish that amount of revenue.

You have many governments including the biggest market that is China all stating that by 2040 the production of petrol and diesel cars will stop. So within 20 years the oil industry will have to find an alternative means of revenue and I just see hydrogen being most likely.

It’s not just about which is the better technology as they both have a lot of similarity’s itss about what industry will be more profitable.

Don’t forget that GM first developed and rolled out its pioneer electric vehicle back in the late 90’s. It was canned because the technology and infrastructure wasn’t good enough. 15-20 years later things have changed massively and ev’s have a promising future. Same thing can or will happen with Hydrogen but perhaps much sooner than that.

At the 2017 World Economic Forum in Davos, a consortium of companies including Toyota, Honda, Daimler, Shell and BMW announced the formation of the Hydrogen Council, which will invest in hydrogen research and lobbying. Japan has announced its intention to become the world’s first “hydrogen society”, aiming to have 35 hydrogen fuel stations in operation by 2020.

https://www.theguardian.com/technology/2018/jan/20/hydrogen-cars-hugo-spowers-future

As a group of CEOs of leading global businesses, the Hydrogen Council invites policy-makers, investors and civil society stakeholders to acknowledge the contribution and potential of hydrogen as a key element of the energy transition. Together, we seek to define and implement a specific action plan with appropriate supporting tools that will help accelerate major investment into large-scale commercialization of hydrogen solutions across industries world-wide.
 
Last edited:
Soldato
Joined
17 Apr 2009
Posts
7,591
BP own the UK's largest EV charging network...

Shell are an investor in Ionity.

Both businesses have spent the past few years diversifying so that they're prepared for a post fossil fuel future, regardless of what form it takes.
 
Permabanned
Joined
24 Jul 2016
Posts
7,412
Location
South West
BP own the UK's largest EV charging network...
Didn’t know that. How profitable is it?

Another question how are people going pay to charge their cars in the future or going forward. Will they pay per charge at a dedicated charging point or will the cost of electricity rise across the board to compensate for a) the rise in demand and b) lack of money made from petrol/diesel sales?
 
Soldato
Joined
17 Apr 2009
Posts
7,591
I would assume Charge Master makes a loss. Or it should do, given it's basically a tech start-up in the expansion phase. If it's generating a profit, then it's expanding slower than it should be. With BP backing it, there's no reason to be coy.

On the second part, I don't really understand what you're asking.
 
Soldato
Joined
17 Apr 2009
Posts
7,591
It's a fair point. High speed rapid charger installs (like the 350kW ones that Ionity are building) aren't cheap. And if we're trending toward 250-300 mile range EVs, then it seems likely that most people won't need to use them more than once or twice a year.

So either they'll be quite spread out, or they'll be really expensive to use, or the operator will struggle to make any money.
 
Permabanned
Joined
24 Jul 2016
Posts
7,412
Location
South West
It's a fair point. High speed rapid charger installs (like the 350kW ones that Ionity are building) aren't cheap. And if we're trending toward 250-300 mile range EVs, then it seems likely that most people won't need to use them more than once or twice a year.

So either they'll be quite spread out, or they'll be really expensive to use, or the operator will struggle to make any money.
The reason I ask is because at the minute electric is relatively cheap compared to petrol, so 75kwh is let’s say £11.25 @ 15p kWh if you were charging from home. Now I’d have thought BP for example see that as an opportunity to make money and increase that cost.

Or people charge almost exclusively from home which is fine it makes sense but then energy companies see that also as an opportunity and due to increased demand on the grid decide to raise prices. Now it cost me much more to power my home yet I don’t have an ev.

Do you think that is a realistic scenario?
 
Soldato
Joined
20 Jun 2004
Posts
5,905
Location
Essex
About £10 to charge a model S.

You’re likely to be waiting an extraordinarily long time before your home electricity bill is substantially increased due to the popularity of EV’s.

12.6kWh with bulb, so less than £8 to charge a model 3 from flat I.e. 300 miles for £8...
 
Last edited:
Soldato
Joined
17 Apr 2009
Posts
7,591
The reason I ask is because at the minute electric is relatively cheap compared to petrol, so 75kwh is let’s say £11.25 @ 15p kWh if you were charging from home. Now I’d have thought BP for example see that as an opportunity to make money and increase that cost.

Or people charge almost exclusively from home which is fine it makes sense but then energy companies see that also as an opportunity and due to increased demand on the grid decide to raise prices. Now it cost me much more to power my home yet I don’t have an ev.

Do you think that is a realistic scenario?

Electricity isn't really all that cheap compared to petrol and diesel. A 40mpg petrol car costs roughly 14p per mile to run. Of that, 2.75p is VAT, and 6.59p per mile is Fuel Duty. What you're left with is a fuel cost of less than 5p per mile. BP etc still make plenty of profit at that price.

At 15p per kWh, an EV is going to cost 4p to 5p per mile, minus VAT at 5%. The winners from selling more electricity will be the energy suppliers and generators.

This was my point about hydrogen really. If it's currently in the 16p to 20p per mile range without tax, that's three to four times the cost of petrol and diesel. Economies of scale will reduce that, sure. But that's a big gap.
 
Soldato
Joined
20 Jun 2004
Posts
5,905
Location
Essex
Electricity isn’t cheap. Electric cars are far more efficient than petrol cars.

1 litre of petrol is approximately the equivalent of 10kWh. So a Tesla is doing 300 miles on what is effectively 6 litres of petrol.

Engineering explained has done a good you tube video on this very subject for his model 3 performance.
 
Permabanned
Joined
24 Jul 2016
Posts
7,412
Location
South West
About £10 to charge a model S.

You’re likely to be waiting an extraordinarily long time before your home electricity bill is substantially increased due to the popularity of EV’s.
But do you see where I’m going with it. So you have BP investing in charging tech and battery’s etc. Shell, Total investing in Hydrogen presummably as a way of preparing to offset the lost revenue it makes from oil.

Now as more ev’s are made and sold year on year that is going to have an ever increasing impact on oil revenue so they are going to look to move that revenue over to something else. Someone is going to have to pay for that deficit somewhere.
 
Back
Top Bottom