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No one can “easily compete” with Tesla until they’ve secured 50GWh+ scale battery production and built out a global high-speed charging network that approaches
by danhak 7y ago
No one can “easily compete” with Tesla until they’ve secured 50GWh+ scale battery production and built out a global high-speed charging network that approaches the supercharger network’s coverage.
- threeseed 7y agoIn the EU for example Ionity is a superior charging network to Tesla's. And Tesla gets their batteries from the same place that everyone else does i.e LG. https://www.bloomberg.com/news/articles/2019-08-23/tesla-said-to-agree-to-buy-batteries-from-lg-for-china-factory https://www.bloomberg.com/news/articles/2019-08-23/tesla-sai...
- cameldrv 7y agoIn the EU Ionity has 150 locations and Tesla has 400.
- danhak 7y agoThere are currently 474 supercharger stations in Europe vs. 150 for Ionity: https://supercharge.info/charts https://supercharge.info/charts The link you provided refers only to the LG supply deal exclusively for Model 3 / China. Tesla owns the largest battery production facility on the planet (Gigafactory 1 in Sparks NV) which supplies battery in partnership with Panasonic.
- clouddrover 7y ago> There are currently 474 supercharger stations in Europe vs. 150 for Ionity But the difference is Ionity is CCS and all EVs can charge at its chargers. CCS cars can use any CCS provider like Ionity, FastNed, Allego, etc. which is the correct approach. I can fuel my ICE car at any fuel station and I should be able to charge my EV at any charging station.
- danhak 7y agoWhile accurate, your post only serves to underscore Tesla’s strategic advantage here.
- clouddrover 7y agoThere are no long term advantages to closed networks. They either become dead infrastructure or they get converted to the common standard.
- danhak 7y agoTell that to Facebook and Apple.
- clouddrover 7y agoYou mean two companies that run their businesses on a global, standardized, interoperable computer network aka The Internet? You're making the case for CCS. I agree with you. A common charging standard is better for everyone, just like common internet protocols allow Facebook and Apple to be successful.
- danhak 7y agoNo, I mean two companies that are notorious for vigorously defending their proprietary walled gardens.
- clouddrover 7y agoTesla's current charging network is more like the early days of AOL or Prodigy. They both eventually converted to being internet providers.