EV general discussion

Thought I would make the jump to Octopus Go now, even though my EV isn't arriving until March.

Takes a few weeks to switch, then probably another 2 weeks to install a smart meter (currently just on Standard meter) so hopefully will all be up and running by the time the car is here, or just before.

I've just switched to the Octopus Go. They were quick installing the smart meter.

They're annoying delaying paying the referral bonus though. They've changed their story from "when we start service" to "first direct debit" to "first bill".
 
All about the monthly's mate. Same with the clowns with PHEVS who never fill them cos its a company car they have a fuel card.
phev's battery life seems more problematic the desire to get that (summer) potential 30mile/12Kwhr daily range; even with an average commute ~20mile round trip, you wouldn't be topping up to 80%, or leaving regen space every night .... so phev's could be a poor 2nd hand purchase, with battery degradation.


e.g. A car with 80,000 miles and 99% battery health might be worth more than a car with 50,000 miles and 85% battery health
for an ev high mileage more likely correlates with 100%/super-charger top ups and negative batttery health, would there be many owners who have a high regular commute, and diligently top up 80% everynight; versus ICE where high mileage with fewer cold starts can correspond to a healthy engine.

for a 2nd hand purchase, should lost capacity also be considered as on a logarithmic scale for valueing , and future range estimation, so 5% loss after 3 years will be 25% after 6.
(can you reverse what first owner did)
 
phev's battery life seems more problematic the desire to get that (summer) potential 30mile/12Kwhr daily range; even with an average commute ~20mile round trip, you wouldn't be topping up to 80%, or leaving regen space every night .... so phev's could be a poor 2nd hand purchase, with battery degradation.

Most PHEV's seem to have a much larger buffer in % terms vs a full BEV.
 
for an ev high mileage more likely correlates with 100%/super-charger top ups and negative batttery health, would there be many owners who have a high regular commute, and diligently top up 80% everynight; versus ICE where high mileage with fewer cold starts can correspond to a healthy engine.

for a 2nd hand purchase, should lost capacity also be considered as on a logarithmic scale for valueing , and future range estimation, so 5% loss after 3 years will be 25% after 6.
(can you reverse what first owner did)

Not necessarily, especially on cars with a decent range. You have to be some serious mileage to have high levels of super charging on vehicles with 280+ miles of range. 100 miles a day is a pretty serious commute (25k a year, (2.5-3 hours a day) but is well within most EVs capability on a normal charger. 250-280 miles is pushing on for 5 hours driving.

Battery degradation also isn’t a straight line or logarithmic loss. Data from Tesla cars tend to show it drops quickly in the first few years and then level out.
 
phev's battery life seems more problematic the desire to get that (summer) potential 30mile/12Kwhr daily range; even with an average commute ~20mile round trip, you wouldn't be topping up to 80%, or leaving regen space every night .... so phev's could be a poor 2nd hand purchase, with battery degradation.

Sorry i was referring to not even plugging them in, nevermind the target SoC.
 
for an ev high mileage more likely correlates with 100%/super-charger top ups and negative batttery health, would there be many owners who have a high regular commute, and diligently top up 80% everynight; versus ICE where high mileage with fewer cold starts can correspond to a healthy engine.

Supercharging should be rare for people that can charge at home. You could do 250 miles per day (65k a year) and still just charge overnight at home.
 
Supercharging should be rare for people that can charge at home. You could do 250 miles per day (65k a year) and still just charge overnight at home.

Whilst this is true, for those who use a vehicle to do their work it means supercharging much more often. My colleague has a Model 3 and was SC twice per week (until lockdown) on his longer jaunts for work, that includes charging at home every night, and when parked at work if not away from the office. Obviously most of the time you are talking only adding 30-50% at most, since he's charging enough just enough to get home from his last appointment, and ensure that he has at least 80-90% in the morning when he leaves.

IMO due to the attractive BIK on BEV's it is much more likely to get a second hand car in 3-5 years that has been used for commuting/work with significant number of fast DC charges on it, although given the low number of actual ultra fast chargers for anything other than Tesla at present it seems more likely that the second-hand Tesla's will have the most DC charges vs the other brands/models, until there are many more 150kW+ chargers installed across the land.
 
You just have to look at what Tesla is able to get out of a big cars like the Model Y and X. Tesla isn’t the best at everything, but their total package seems to be leaps ahead of the rest of the pack at the moment. That said the gap is closing.
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I think the gap is closing very quickly. If you look at the global market shares in EV, Volkswagen Group grew share at twice the rate Tesla did in 2020. I just finished putting together an article on Tesla's 2020 results. Musk stated in the analyst call: “we do think that we can maintain a growth rate in excess of 50% per year for many years to come.” When I looked at Tesla’s recent CAGRs they are, last 5 years – 33.8%, most recent 3 years – 13.7%, so the actual growth rate in the automotive business has slowed.
 
If you look at the global market shares in EV, Volkswagen Group grew share at twice the rate Tesla did in 2020.

VW group only had 2 EV's on offer until the end of 2019, the eUp and eGolf, and a few e-trons. In 2020, they had, the ID.3, ID.4, eUp, Seat Mii, Skoda version of the Mii, several versions of the e-tron, and the eCrafte the Taycan and so on.

Tesla introduced the Model Y to North America only, and nothing else new for the whole of 2020, they literally built and sold every car they could. Two massive new factories coming online this year, and new vehicles to new markets means the 50% is easily achievable if they get the number of cells they need to make the cars.
 
VTwo massive new factories coming online this year, and new vehicles to new markets means the 50% is easily achievable if they get the number of cells they need to make the cars.

Tripling the growth rate in an environment that is getting increasingly competitive (as you point out, VW has an impressive line up of EVs now) is a huge stretch.
 
Tripling the growth rate in an environment that is getting increasingly competitive (as you point out, VW has an impressive line up of EVs now) is a huge stretch.

Their (Tesla) sales were up 36% YoY, adding another 14% in an ever increasing market isn't going to be that hard IMO.
 
I was referring to their drivetrains, not their sales. Tesla has got to the point where they are sustainable by selling one car, regardless of what their ‘final’ market share ends up being I think it’s clear they are here to stay.

As much as I praise them for what they have done to an otherwise antiquated industry over the last decade, I really don’t see them getting to the size of the giants of the industry. I find the obsession (on both sides) with their growth odd, there is plenty of space in the market for them and the existing players.
 
Their (Tesla) sales were up 36% YoY, adding another 14% in an ever increasing market isn't going to be that hard IMO.

Not exactly, Tesla vehicle sales increased 31% 2019 to 2020. Adding another 14% growth off a higher bases in a much more competitive environment is going to be very difficult.
 
As much as I praise them for what they have done to an otherwise antiquated industry over the last decade, I really don’t see them getting to the size of the giants of the industry. I find the obsession (on both sides) with their growth odd, there is plenty of space in the market for them and the existing players.

The obsession with growth is directly related to the current $820 billion market cap. Unless they deliver record breaking growth over multiple years, that market cap is unsustainable. If you just valued Tesla on the current business, what do you think a $30 bil car company that makes $700 mil in profit is worth?
 
I’m not an investor so I don’t really care about their market cap. People who are are investors or those who bet against investors is understandable. Then there’s this other huge group of obsessed followers and those that seem to hate said followers which I just don’t get.

The company is over valued if compared against traditional car companies on traditional metrics, but it’s not all about car sales. A good chunk of that will is do to with autopilot and being able to monetise their fleet after they have sold them and the potential to go further than they already have.
 
They are not just a car company.....That's the point.

Tesla, Inc. designs, develops, manufactures and sells electric vehicles and designs, manufactures, installs and sells solar energy generation and energy storage products. Even Bitcoin now.:p
 
They are not just a car company.....That's the point.

Tesla, Inc. designs, develops, manufactures and sells electric vehicles and designs, manufactures, installs and sells solar energy generation and energy storage products. Even Bitcoin now.:p
Yes and made more profit from Bitcoin in 1 month than selling cars in an entire year :D. The core business is still cars and most profit I think comes from selling the gov kickbacks to ICE manufacturers atm I think (not looked at the recent results). Great company for the future but IMO it's largely about the Elon brand. If he stepped down, I don't think Tesla would survive tbh. They've had and still have a competitive advantage atm but Elon bring a lot to the company, inc customer mindshare. He's a great visionary and of course, a CEO who engages with the public like no other :).

i'm looking forward to seeing what can do with the M3 replacement, bringing everything they've learned & tech improvements into the next model & also what the competition can do incl from quality legacy manufacturers
 
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They are not just a car company.....That's the point.

Tesla, Inc. designs, develops, manufactures and sells electric vehicles and designs, manufactures, installs and sells solar energy generation and energy storage products. Even Bitcoin now.:p

86% of the business is selling cars. They are a car company.
 
We'l be going electric in July when the wife's new iD3 Family arrives. Finally we have an electric car that seems painless to own and is a decent second car price/performance ratio.

Next will be what to replace my 50 tdi Q7 with. I love the look od the Model X but wow, it's expensive and the e tron has only 5 seats and no real range for a large family cruiser.

The family is a nice spec, however we ended up just going for the Life and adding 18" alloys. As we are leasing we just felt the quite steep extra costs for the additional spec just wasn't worth it.

We are just waiting on our delivery date. Is July the earliest date they gave you?!
 
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