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Nice summary! I was under the impression that the services loss was from the free electricity they gave out at superchargers to some owners. Their boosting of t
by ChuckMcM 8y ago
Nice summary! I was under the impression that the services loss was from the free electricity they gave out at superchargers to some owners. Their boosting of the prices there was a response to converting that line into a something at least revenue neutral. Also no details on how they proceed with their power swap arrangements.
Personally I expect them to use the Google hack where they create a wholly owned subsidiary that is a registered power company so that they can negotiate at grid rates for power rather than with various power providing entities where the super chargers are located.
- greglindahl 8y agoThe amount of money lost in services is way too big to be free electricity.
- cmurphycode 8y agoYou could estimate this in a couple different approaches, here's one. Tesla Model 3: 26 kwhr / 100 mi Model S: 33 kwhr / 100 mi Model X: 39 kwhr / 100 mi Hard to say where the balance of supercharging comes from (more expensive models more likely to have it free, but maybe less likely to use?) so let's be generous and call it 30 kwhr/100mi I pay 24 cents per kwhr but I hope their average price is more like 10 cents (not even counting the solar...) So each 100 miles charged would cost $3. So 100 million dollars spent giving out electricity would generate 3.3 billion miles charged. Back in september there were 20 million telsa miles driven per day, but a year long projection would be hard given the fast growth of model 3. let's just say 20M per day. That's about half of the year's miles driven covered with 100M. I can't imagine that even 1/2 of the total miles driven are charged by superchargers. So I am inclined to agree with you; the free-supercharging-electricity costs are probably a small piece of the total 500M.