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The Water Cooler
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More supply chain news - thanks to the dims.
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<blockquote data-quote="HoLeChit" data-source="post: 3657121" data-attributes="member: 35036"><p>You guys might be surprised to see how capable electric motors and battery tech have become the past decade. The Tesla semi supposedly can charge up to 80% of its range within 30 minutes using the right charger, and everything is self contained within the tractor. It’s also faster than a traditional semi, with comparable load capacity. They’re proposing a 300 mile range model and a 500 mile model.</p><p></p><p>BUT. Tesla is great at imagination and innovation, and not so great with execution. The US produces roughly 11 billion kWh of power every day. There’s also roughly 15.5 million trucks on the road in the US. If we narrow that down to just tractor trailers, we’re talking about roughly 2 million trucks. Assuming we replace every one of those 2 million with a Tesla semi that is rumored to carry a 1MWh battery (mega, take note), we’re talking about needing to come up with an extra 2 billion kilowatt hours EVERY DAY. we’re already pushing the limits on our old, outdated infrastructure, power generation systems, and storage. Bumping up that load by almost 20% just isn’t going to end well.</p><p></p><p>and we’re not even considering the other 13.5 million box trucks and local delivery trucks that get everything from the main hubs to the stores. Or the electric motor and battery production. Or disposal of old electric batteries and motors. Or disposal of these trucks they’re trying to phase out. Or the fact that we don’t have the technology to refurbish said motors and batteries to last the 500k+ miles like we can with current mechanical dinosaur burners. I also don’t know if you guys are up in the quality people are getting when buying Tesla’s, but between manufacturing issues, logistics failures, and HORRENDOUS quality control, they can barely make an acceptable passenger car. With big trucks you don’t need soft touch interior parts or a 20” tablet built into your dash that can make your passenger sound like they’re farting, you need something that is durable, reliable, long lasting, and repairable. Our logistics infrastructure won’t survive if it has to start buying new vehicles every 3 years like the majority of Americans buy passenger cars.</p><p></p><p>People can hoot and holler about electric this and that, and no diesel this and that, but at the end of the day, it’s literally impossible to accomplish right now. Technology, infrastructure, and our culture will make it happen. I doubt I will even see it in my lifetime, and I likely have another 40-60 years left on this rock.</p></blockquote><p></p>
[QUOTE="HoLeChit, post: 3657121, member: 35036"] You guys might be surprised to see how capable electric motors and battery tech have become the past decade. The Tesla semi supposedly can charge up to 80% of its range within 30 minutes using the right charger, and everything is self contained within the tractor. It’s also faster than a traditional semi, with comparable load capacity. They’re proposing a 300 mile range model and a 500 mile model. BUT. Tesla is great at imagination and innovation, and not so great with execution. The US produces roughly 11 billion kWh of power every day. There’s also roughly 15.5 million trucks on the road in the US. If we narrow that down to just tractor trailers, we’re talking about roughly 2 million trucks. Assuming we replace every one of those 2 million with a Tesla semi that is rumored to carry a 1MWh battery (mega, take note), we’re talking about needing to come up with an extra 2 billion kilowatt hours EVERY DAY. we’re already pushing the limits on our old, outdated infrastructure, power generation systems, and storage. Bumping up that load by almost 20% just isn’t going to end well. and we’re not even considering the other 13.5 million box trucks and local delivery trucks that get everything from the main hubs to the stores. Or the electric motor and battery production. Or disposal of old electric batteries and motors. Or disposal of these trucks they’re trying to phase out. Or the fact that we don’t have the technology to refurbish said motors and batteries to last the 500k+ miles like we can with current mechanical dinosaur burners. I also don’t know if you guys are up in the quality people are getting when buying Tesla’s, but between manufacturing issues, logistics failures, and HORRENDOUS quality control, they can barely make an acceptable passenger car. With big trucks you don’t need soft touch interior parts or a 20” tablet built into your dash that can make your passenger sound like they’re farting, you need something that is durable, reliable, long lasting, and repairable. Our logistics infrastructure won’t survive if it has to start buying new vehicles every 3 years like the majority of Americans buy passenger cars. People can hoot and holler about electric this and that, and no diesel this and that, but at the end of the day, it’s literally impossible to accomplish right now. Technology, infrastructure, and our culture will make it happen. I doubt I will even see it in my lifetime, and I likely have another 40-60 years left on this rock. [/QUOTE]
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