Tesla, superchargers towards the Model Y. Tesla’s movements of late has given rise to the thoughts that the Model Y is not far away for Australian Right hand drive versions of the Model Y.
The recent price drop, paired with the introduction of more superchargers has given rise to the idea that the Model Y‘s introduction to Australia is not far away.
The new superchargers are mostly flagged to be operational in the early part of 2022. Allowing some to speculate that the Model Y will be open for ordering in the later part of the year.
The new Superchargers appeared on the Tesla website earlier this week. Their introduction came with little fanfare. This arrival is auspicious as the earnings call for Quarter 1 is due to occur in the coming week.
Recent interest in the electric vehicle has started gain ground swell in Australia. Recently a number of mainstream media outlets have produced many and varied stories about the efficacy of the electric vehicle.
The biggest hurdle is the influence the government has over the current lay of the land for uptake of EVs. Their lackluster policy and attitude towards them EVs is telling. My blog from last week explores this more thoroughly,
It is very sad to see the Prime Minister talking Hydrogen when the best part of the world is driving towards electrification. Once again showing his lack of understanding and how much the wrong advice is being given to him.
Renewable energy is something that is not using any expendable resources. Hydrogen unfortunately relies on using water, which again is a finite resource and one of the most precious we have.
Anyway, the discussion about the Model Y is that the introduction of the Model Y will occur towards the 4th quarter this year.
I have a different theory. I have recently received a tip from an anonymous source that has led me to believe the introduction of ordering the Model Y to the Australian market will, “not be far off”. Let’s hope it comes from the earnings call.
So, at this stage, I believe ordering will open within the next month. This works when you consider it takes time for cars to be produced and delivered to Australia. Currently, the model 3 is saying 8-10 weeks for delivery.
If we extrapolate this timeline, we see the model Y would arrive in Australia for delivery around August. This would coincide with eh opening of some key super chargers that were just announced.
If ordering opens in the next 2 months, that gives them 3-4 months make and deliver from Giga Shanghai.
Only time will tell if my suggestion is sound, but I am fairly confident it is.
Clarify my requests
For those that have seen my twitter feed, you will know that I have been a consistent in asking about the Model Y. Most of you have been interested in my requests of Elon and Tesla. However some have been suggesting I am a pest.
I just want to set the record straight. My asking about the Model Y ordering is due to the fact I believe Australia will buy more Model Y than Model 3. I believe the sooner it gets to market in Australia the sooner it will become the best-selling SUV in Australia. If the price is right. See my post about my theory for price.
The average person in Australia wants a spacious vehicle and the Model Y SUV offers this.
The Model 3 has set the tone and I believe the Model Y will bring home to those on the fence that the electric vehicles is versatile. They are simple to use. It is possible to do all things that ICE vehicles do and more.
The Model Y needs to be opened up to the Australian public. It needs to be at a competitive price so that Average Australians can afford it.
Tesla Superchargers towards the Model Y with the introduction of new Superchargers along strategic roads. In combination with with the price drop of the Model 3 combined with some information I received recently, I believe we will see what comes but Model Y is not far from the Australian public to order.
EV-HQ founder, passionate about sharing the passion for Tesla and Electric Vehicles everywhere.
Tesla has a big year ahead not only with the current deliveries and production but opening many more Tesla stores and increasing their global footprint.
Two key factory constructions which will be completed in the later part of the year and with this the introduction of the Cybertruck and more production of the Model 3 and Model Y.
The factories will open up a greater opportunity to deliver to Europe and middle America.
The ramp up of these factories will only improve the end of year numbers and will continue to grow the possibility of many more people receiving their new electric vehicles.
Tesla is truly an inspirational story and with its recent success and its plans for the future we will only see Tesla and the products they continue to innovate on develop to be the leaders in their fields and the future.
If you enjoyed this blog please check out my most recent blogs at EV-HQ.com.
Innovation is free. Free thinking people can create fantastic, imaginative great ideas. But as Elon Musk has said many times creating a concept car is easy, bringing it too production and ramping up is extremely hard.
Innovation is free just like thoughts they can manifest at anytime and anywhere. To create new and fresh ideas is not an easy thing to do in a world where there are over 6 billion people. One might say that more than one of them would have the same thought.
Innovation in Tesla
Innovation is what lead to Tesla becoming the leading Electric Vehicle company globally to date. Taking old ideas and reinvigorating them with new and fresh perspective. But Tesla did not stop there, they wanted to look forward and create technology that had been only found in science fiction books but never realized.
First Principles are essential
Elon has always been famous for talking about first principles thinking. This is the principle of going back to the bare bones of an idea, disassembling it, and reconstructing with new perspective. The best example of this recently was Tesla Battery day presentation. It allows the individuals to take a fundamentals look at what makes the issue tick and allows you to rebuild and find new ways. This type of innovative thinking can remove preconceived ideas and open new possibilities.
Not the first
Tesla was not the first to have new and fresh idea in the age of technology. Many large tech companies that exist today started in garages in their family house. They had an idea that had never been done well or executed well and they turned them into billion-dollar companies. Of course, I am talking about Amazon, Apple, Google and Microsoft.
These companies like many before, and many after, all had a fundamental truth too realise.
Innovation is free but execution is hard.
In a recent Joe Rogan interview Elon explained some thinking around the autonomous driving system. And the innovations and step change progress that has been made. But where he really highlighted the possibilities of the AI systems within the Tesla vehicles was when the subject shifted to safety.
At the heart of most things that Elon does it is to make something safer or better.
When ever Elon talks when the cameras are not on him he truly shines. He shows his passion for the technology and the possibilities they can provide for humanity. His discussion about the airbag system and the improvements in safety are what makes him get out of bed in the morning. He can see the impacts this would have on the world and is passionate to deliver.
Elon was explaining the nuances of the vehicles in regard to accidents and airbags. In current vehicles airbags are programmed to go off when the car is involved in an accident. However, Elon was explaining that the future of airbag management will be looking at the different factors that influence if the airbag is to be deployed.
He explained that the vehicle can judge if a person is actually sitting in the seat, how heavy they are and what position they are on the seat itself. Then if involved in an accident the airbag system will take this into consideration before deploying the airbag itself, thus helping to judge the pressure of the airbag the timing of deployment and the impact upon the individual to make sure that the person is less likely to be injured.
This is next level innovation and first principles thinking in action. Taking an already existing idea and making it better. Innovation at it finest.
How to Overcome
You see we have become complacent about the world around us. We don’t get that buzz when we look at something new. Or when we think of an idea that might change the world. We look at the challenges in front of us and they seem insurmountable to achieve the goal of delivering your great idea to the world.
We all need to change the way we think, see the world , and understand the goals we as a society are trying to achieve. Because at the moment we are expecting others to do it for us.
Innovation is a surprise because we have made it a surprise. However, Elon has shown that if we think differently, we can take a great idea and make it better or take a bad idea and make it great.
Innovation is a measure of success against a society. It doesn’t have to be world shaking, it just has to be an idea you’re willing to spend the time to make it better and see where it takes you.
Tesla is the most recent in a long line of innovating companies that have emerged in recent years. It is important we keep striving for the success. We can make a huge difference as long as we have the forth right to hold our ground and pursue that which seems impossible.
We are our own worst enemy, but we can do better
To innovate we need to see the world in a positive opportunistic light. We need to look at the fundamentals. Our biggest barrier is ourselves. Don’t be afraid to fail because when you do you learn many things, least of all that was not the way to do the thing. Next time change it and see if that works.
Innovation is free. When you hit a challenge, pick it up turn it over, look around the back and upside down, pull it apart and break it down to its bare essentials. Only then will first principles be possible to find a way forward.
Innovation is only as hard as we make it. So think differently and go back to basics, First Principles.
EV-HQ founder, passionate about sharing the passion for Tesla and Electric Vehicles everywhere.
Tesla Dropped the Mic !!! The Model S and X put on a show this week after the earnings call. Tesla.com updated their lineup of Model S and X vehicles with some dramatic flair.
This was on top of their first profitable year by posting a profit of $575M for Q4 earnings. It is amazing that a company which just a small number of years ago were struggling to be able to meet production of the Model 3 and now going from strength to strength.
The refresh of the Model S and X has been rumoured for a while since the modified Model S achieved some phenomenal lap times at the Nürburgring last year.
At the time the exterior refresh seemed to be the only update with and increase in motors and performance. These exterior changes were subtle as they conformed to the same shape as the original 2012 design.
Many speculated that any changes to the interior would more than likely align with the Model 3 and Y.
Some of this speculation certainly hit the mark however there were a number of areas that many had not guessed.
The Model S is the “flag ship” of the Tesla fleet. It helped to bring the fledgling startup in 2012 into the broader market. Reliability, quality of design and quality of manufacturing gave the Model S exceptional standing at the time of its release. That reputation continues to this day.
It was imperative that if Tesla were to update any of the Model S’s features it would have to build upon that success, whilst bringing the vehicle almost 8 years old now, into the next decade.
Tesla has not disappointed. Its ability to take the pieces of the Model 3/Y and morph them into the luxury sedan has proven to be a challenge they can meet.
The updated interior of the Model S reflects similar characteristics to the Model3/Y including the display and other standardized functions. They did deviate in the styling by the inclusion of an extra display and a new steering wheel.
Refresh S and X
The Model S and X have had a refresh of the interior as outlined in the images below.
The centre display features a 17” Horizontal orientated display as opposed to the vertical display from older vehicles. The instrument cluster conforms carefully into the new dash. Retaining the aesthetics of the original design.
Yoke steering wheel
One of the best examples where Tesla dropped the Mic is the “YOKE” steering wheel. It appears similar to the one found in the cyber truck. This particular change will have buyers either loving it or hating it. However there has been images of a standard steering wheel being available.
A new minimal dash similar to the Model 3/Y and the center console phone charger is also present.
On the doors there is the same button exit to open the door. This again is a throwback to the Model 3/Y.
Back seat additions
Beyond these subtle changes a more significant change has been made to the back seat of the vehicle with the inclusion of a 3rdscreen. This third screen has been indicated to be able to change the environmental setting in the back and also deliver games and movies to the seats in the back.
Whether this is practical is yet to be seen as the location of the screen does appear to be quite low in comparison to the people seating position. Time will tell. Dedicated charging ports have also been included allowing charging of devices.
Tesla Dropped the Mic by updating the exterior of the Model S with the inclusion of the panoramic roof. The influence upon the Model S is taken directly from the Model Y, the panoramic roof. Gone is the sunroof and the cross beam that divides the front and back and instead the panoramic roof takes its place.
Falcon wing doors
The Model X retains is large windscreen and Falcon wing doors. I would believe that it also retains the Fabergé egg status that Elon alluded to with the last Model X.
As for the specs it would seem that both vehicles have had a significant bump in performance and drag coefficient with the plaid models.
These changes are in combination with exterior changes the most resolved update that Models S and X have had since their unveiling many years ago.
It is something that customers have been asking for many years. It is hoped that these changes will help to drive new customers into the luxury vehicles and deliver greater distribution of the Tesla Brand to new customers.
Earlier today while scrolling through the conversations of EV’s in Twitter an Australian EV enthusiast highlighted something I had not truly comprehended. They explained that in Australia in 2021 the only vehicle that is available to be delivered is the Model 3.
As many of you may have seen I have posted a number of times on Twitter to Elon Musk regarding the availability to order the Model Y. Up until the refresh of the Model S and X austrlia had the ability to order Model s/x and 3 and have them delivered within weeks.
It seems that Australia now has no other option when purchasing a tesla to choose the Model 3 if you wish your vehicles to be delivered in 2021. Currently when ordering a Model S or X the delivery date just says, EST delivery:2022 as shown in the image below.
This would be lessened if the ability to order and have delivered the Model Y to Australia would be enabled.
I will give Tesla and Elon the benefit of the doubt and suggest they did not realize this oversight. However now that I and others are aware, I hope we can pass this information along so that, at a minimum, Model Y ordering could be enabled with a delivery date before the beginning of 2022.
Leading the pack
I still believe that the Tesla brand is leading the pack when it comes to reliable and appealing EV’s and as I have said a number of times before Model Y is built for the Australian consumer.
It’s capabilities and cargo carrying ability aligns with the current feelings of SUV in Australia. SUV market has been growing exponentially across the world and Australia is no different.
The rise of the Australian Dollar and the growing acceptance for electric vehicles will only strengthen the uptake of electric vehicles in Australia and the globe which will inevitably help to reduce emissions from vehicles by increasing the purchase of electric vehicles.
Tesla Dropped the Mic !!! The new refreshed Model S and X will become a sort after commodity. Its interior refresh helps to capitalize on the consistent design choices Tesla is making and will continue to excite buyers with their performance and safety.
As the world moves towards a renewable future including electric vehicle transport it is encouraging to be part of the story and help to share the passion for EV’s and the impact this will have on the environment around us.
EV-HQ founder, passionate about sharing the passion for Tesla and Electric Vehicles everywhere.
The Model 3 refresh is here, rumoured for many months, seen in posts on Twitter, and now finally hitting Australian shores.
Finally, the updated 2021 Model 3 interior/exterior updated features have finally been seen in Brisbane Australia.
In the carpark of the Tesla showroom I found in the car park being readied for delivery the new refreshed 2021 Model 3.
Seeing the new Model 3 refresh up close and personal shows the strides Tesla is taking to make their fleet of vehicles better. The new console looks gorgeous. These cars are stunning. The quality of the cars looks incredible with little no visible issues identified.
The number of Model 3 s being prepared numbered in the 20-30 vehicles. This is encouraging as the popularity and uptake of electric vehicles can only be good for the environment.
Model Y thinking
I had an opportunity to talk to a Tesla representative who was excited for the new refresh.
The representative advised that a lot of the model 3 buyers would have liked to buy the model Y. However they did not want to wait till the end of next year. So they decided to purchase a model 3 with the intention of trading up when the Model Y hits the shores.
I am super excited about this type of thinking as it encourages the uptake of electric vehicles and increases the availability of used Model 3 towards the end of next year.
For those who may be looking to get into a car but cannot afford brand new, this may be the hopeful step they can look forward to.
I was grateful for the opportunity to take some photos of the new vehicles and just want to say thanks to the representative who didn’t mind.
Model 3 refresh images
Below you can see the white on white performance model 3 with the turbine wheels and red calipers. (on the right)
Next to this is an all wheel drive model 3 white on black with the new sports wheels.
Up close the Sport wheels look much better in person.
Lastly there are a large number of standard range model 3 with the new aero wheels.
The chrome delete door handles and trim looks spectacular and a really nice feature to the Model 3 2021 refresh.
Andrew the optometrist.
The Model Refresh is here!!! After seeing the vehicles I texted Andrew the optometrist. I explained that the new vehicles had arrived at Tesla in Brisbane. He advised me he is picking up his car this week. I am super excited for him.
It is amazing to me that we live in an age when technology and beautiful design are merging to deliver incredible products that can make the world a better place to live.
With the Model 3 refresh I know that Tesla is moving in the right direction.
I just hope that these vehicles become more prevalent and available to the average person and allow more electric vehicles onto the roads.
Twists and Turns – 2020 has been a year of change, pain, and sorrow. It has also been a year of new fresh innovations.
Since the beginning of 2020 I have been confident that the year was going to be a year of change, of looking forward, of finding more and choosing to follow my passions. It turns out that 2020 had more in store than even I could imagine.
New Year’s gave me a chance to set aspirations for the year. Of course, being the person that I am I decided to set goals that I thought were realistic.
EV-HQ.com had been going well and I thought I could aim for 500 followers on Twitter. My wife and I set our personal goals for the year and looked forward to making 2020 a happier, less stressful, and fun year ahead.
At the time we had no idea that the year would take a massive turn left and run across the rockiest road we could have imagined.
COVID 19 was just starting to be talked more about and was spreading like wildfire across China and into other countries, including Australia.
I remember thinking that life was good, I had a beautiful healthy wife and a handsome, fun loving son who was heading into man hood.
One of our goals for the year was to make sure our son felt supported and confident that he could talk to us about anything. He was starting a big journey and needed to know we had his back, no matter what.
As far as EV-HQ, I was starting to get more involved with the community on Twitter. Asking questions, posing ideas, and getting deep into a discussion about all things electric vehicles.
To say I was and continue to be passionate about the advantages of electric vehicles is an understatement. They are the future and I want the world to be a better place for my son and his future family. If I can play a part in that then all the better.
Let the rollercoaster begin
So, January was all about preparing for the year, back to school and work and hoping this year could be so much better than the last.
We had been planning house renovations and they were well underway by the end of January and heading into February with one of our goals starting to take form.
Over the next few months the renovations turned our house upside down and it was lots of fun watching the transformation. I was so very proud of my beautiful wife and her vision for what was ultimately the most amazing transformation.
Of course, things don’t seem to happen one after the other they seem to have a cascade effect overlapping while remaining interesting.
Pizza and Elon
So, one day I was sitting in the pizza shop waiting for the pizza to be ready and as usual I was skimming Twitter.
Now I have posted a lot of content over the last 2 years since starting the twitter account including around 4000 tweets. Anyway, I had sent a tweet, once again asking Elon Musk why it was so expensive for an Australian Tesla’s while USA Tesla’s, when converted to AUD dollars, seem cheaper. There seemed to be discrepancies.
Sitting in the pizza shop I started getting lots of Twitter replies and comments. Having never had this happen before I opened Twitter and found that Elon Musk had replied to my tweet, I was shocked, amazed, and excited. (Yes, I remembered to pick up the pizza as well as my jaw).
Let me put this in context. I have been an Apple fan for many years and have been a massive fan of Steve jobs. He had his faults, but he was a visionary and helped to make the world transition to the digital age. To say I was a fan is well and truly understating it. He was a deep thinker with a view of the world that many would never understand and unfortunately never will.
This is like Steve Jobs responding to me. Elon responded!!!!!
Over the next couple of weeks, the Twitter verse and online publications wrote about the response from Elon and quoted my tweet. It opened my eyes to the fact that I can be a voice for change and help the discussion of electrification.
After this I reached one of my goals a lot faster than I thought I ever would. I hit 500 followers in the April. To say I am humbled by the fact that people want to listen and read my blogs and commentary is nothing short of amazing. I thank everyone who has followed me.
Twists and Turns – 2020, At the beginning of the year I decided I would do something that even now I thought was craziness. I am not a professional writer or have written lots of readable things over the years but here I am.
EV-HQ had become part of what I did last year. This year I wanted to grow it more, so I gave myself the task of writing a blog a week for the whole of 2020.
Every week this year since the end of January I have met that promise to myself. Due to this I feel I have helped to bring the discussion of electric vehicles forward slowly within the community in some small way.
I am very proud of the work I have done this year to achieve this goal and hope that it becomes valuable to those that may find it in time.
My wife has for years battled a hidden darkness (mental illness) that raises its head from time to time and once again those demons decided that they wanted to play. We spent days just being together and sitting on the couch because that is all she is able to do.
It is hard to see someone you love, lose themselves for a time. Riding the rollercoaster of torment and despair. The only thing you can do is hope, support, and know that one of the tomorrows will bring back that light in her eyes. So my son and I make sure she feels loved, hugged, and safe.
This time it was a short stint and we saw the signs early, so she is much better now.
EV-HQ had taken a lot of work this year and I can tell you that the community has some amazing people to help guide and offer insights and advice about ways to meet the expectations, challenges and fun.
There are so many, but some honorable mentions include,
I would also like to thank Jason from Techau who also has been a great source of advice, and insights and information. He has kept me honest when I had source issues and I appreciate the advice.
There are so many more that I can mention but please know that you have all been amazing with your questions, inputs and information sharing throughout the community. Let’s make 2021 a year that the EV community won’t forget.
As June rolled on by, and the year started to drift away, COVID had been going crazy and the world was scrambling to figure out how to stop it in its tracks. July, August and September became a blur. My wife and I decided we needed to eat better and lose some weight so we decided to go on a diet and relearn healthy eating habits.
It was around this time that I started feeling odd.
As we rolled into the back of September, I had seen a number of doctors and noticed some strangeness with some of my blood tests. I was referred to a specialist.
Thanks to the diet my wife and I lost 14 kgs and felt really good. But I still was feeling odd.
In October I once again was blessed to be responded to by Elon Musk regarding FSD and Phantom braking. I wrote a blog about this and it continues to be a well-read article. Amazing. I obviously hit a nerve. Anyway, it is great to see that I continued to have an impact that helps the EV uptake to occur.
So, I am 45 and back to the weight I was when I married my beautiful wife. I want to be a role model to my son and a great husband to my wife so that we could continue to have a happy healthy life moving forward.
As October came to a close it seemed to be a month of investigations. FSD from Tesla was just about to be released in beta form and my response from Elon had re-inspired me to keep writing weekly blogs. (I Struggled around October with this)
My work was busy and I was now starting to have symptoms that were more than odd they were hindering my ability to do certain things.
I kept writing my blogs, loving my wife and son and helping to keep our family happy healthy and safe. This included catching up with friends that I have not seen for a while.
Andrew the Optometrist
We caught up with friends and had a great time chatting. During the conversation we talked about cars and EV’s especially. I showed my hand and imparted lots of knowledge about the benefits and challenges of owning an electric vehicle, and ultimately hoped that I could balance the discussion and give a different point of view.
At no time did I think that my friend would purchase an electric vehicle. Yet a month later he called saying he had just purchased a Tesla. Andrew the Optometrist was introduced to the blogs.
It is truly amazing to me that a single conversation had such an amazing impact. Butterfly effect, I guess.
I have watched, listened and offered advice to Andrew the Optometrist about his car and have seen with joy his excitement for his upcoming delivery.
If you had asked me 20 years ago what would bring a smile to my face when I was 45, I would never had said helping a friend make a difference to the world, his family and his fun factor.
Twists and Turns – 2020. Not long after this, my world tipped on its head. I went and saw a specialist, had more blood tests and an MRI. That odd feeling, the reason I had been seeing the specialist and my GP alike, the fact that I could not walk outside in 30-degree (Celcius) heat without wearing jeans and a jumper was finally identified.
I have a Pituitary Tumour.
At the time I was stressed, tired, frustrated, annoyed and just downright spent. It is a strange reality being told news like this. I am a Nurse and have cared for people for over 20 years. I have helped people understand the reality of what they are being told about a loved one and/or themselves. Over my years I have helped to heal people who are unwell whilst showing people, empathy, compassion and dignity.
I worked in Emergency Departments for 12 years and during this time I was very good at being able to compartmentalize the emotions I had towards upsetting situations as I needed to do my job.
But, in this I was confronted at being on the other side and trying to understand how I felt.
Any Nurse will tell you that Nurses don’t do being the patient very well.
Luckily if you were to get a pituitary tumour this is best of the worst-case scenarios.
The plan on how to manage it is medication first to help reduce the size, monitor for six months with blood test and scans and if all goes well just keep track of it. This is the hopeful path, I hope I don’t have to face the alternatives.
So now I have to deal with the issues related to taking medication long term for the first time in my life. I have always been well and never had any issues so this was a blast of lightning out of nowhere.
The medication has helped my symptoms and I am slowly starting to feel like I did many years ago. I hope it is also helping to reduce the tumour size. Time will tell.
End of the year
So here we are, almost Christmas time and near the beginning of a New Year. As the tumultuousness of 2020 closes. We hope for 2021.
I believe it will be a year of great need for the world, both physically and emotionally. I know I have an amazing wife and son and extended family and friends who share my love for the world around us and the hope that things will get better.
EV-HQ will still continue into 2021 and I have plans to grow the site, the blogs and maybe some other surprises as the year goes on.
So, thanks for reading and being the greatest followers and community around. I look forward to keeping this going into the new year.
SuperChargers, Tesla announced recently that they had reached a milestone of 20000 superchargers across the globe.
This is an amazing feat when you consider that they only started their network around 10 years ago. The supercharging network was a revolution when it was first conceived. It gave Tesla a foot up and a head starts to the evolution of the electric car. Without the Supercharging network, Tesla would not be the powerhouse it is today.
Range anxiety as it has been labeled over the years was a consideration that most would have taken for granted in an ICE car. The proliferation of the petrol station has long since passed and people expect it to be available everywhere without issue.
The supercharger network is attempting to address a similar issue. It has certainly achieved this in the USA. Where this becomes an issue for most Tesla owners outside the USA is in countries that don’t have a large footprint of Tesla uptake.
Let’s take my homeland, Australia. I live in a large city that is sprawling and wide, Brisbane Australia. We are a First World country and have access to all the usual amenities that one would expect. We have had a slow uptake of electric vehicles and lag about 5 years behind if not more than the rest of the world when it comes to infrastructure and purchasing.
The main reason for the slow up take includes,
Poor government support for new technology
Little or no incentives
Poor infrastructure within urban areas.
No national emissions target.
Government proposing taxes on EV’s
The supercharging network is dedicated to Tesla but Elon has mentioned in the past that he is open to the idea that other manufacturers can utilize the supercharging network. This may be a best-case scenario, however other companies like Tritium (Australian Owned) and Charge fox, RACQ, and others have attempted to fill the void.
Their infrastructure has been due to demand from the uptake of electric vehicles and understanding that the world is shifting to renewables and sustainability, this includes electric vehicles.
This last year Tesla increased its purchases across the globe and in Australia, the sales went up by a significant magnitude.
So why do we lag behind with the deployment of Superchargers. Obviously, Australia is a small fish and does not seem to be at the forefront of the mind of Tesla and Elon musk when it comes to supportive infrastructure.
If you build it they will come
However, if you build it, they will come. If tesla was going to improve the uptake of vehicles, they need to continue to address the issues that they had in the early days of the USA. Increase the output and distribution of the supercharging network to urban areas. By allowing visibility of the Tesla brand people will start to look at the name and the vehicles and see value where none previously existed.
Superchargers are one part of the puzzle but a big part. In Brisbane, we have 1 supercharger station. This is located in the center of the city. Brisbane covers the same land size as Los Angeles
Currently, in Brisbane, there is one supercharger, In Los Angeles there at 10 – 15. The red icons are the superchargers.
I know tesla is growing at a rate unseen for over 100 years. I am sure the Supercharger network will grow with it but at the moment this is not the case jete in Australia.
Fill the void
On the upside, in any void, someone will fill it. Tritium is making great strides to be that void filling product. Their introduction of superchargers and soon to announce new products only help to address the need. Not only are they versatile as they allow for all-electric cars to charge but they are proactive in looking for new opportunities to make travel less stressful and more of a journey for electric car owners.
Tesla is the gold standard, but tritium and others are making strides to meet them and surpass the expectations.
I look forward to the day that I can own a Tesla, but I also look forward to the day that more people can purchase electric vehicles at a price that grows uptake. If tesla increases the superchargers and other companies like tritium grow the only winner as well as the consumer.
Tesla Full self-driving Beta!!!, It has been once again been an amazing week for tesla. They have outlined a fantastic quarter for Q3 with record profits of 8.7 Billion dollars with an end of the quarter cash position of 14.5 billion dollars This combined with the current construction of Giga factory, Berlin, and Shanghai and Tera Factory Austin underway helps to solidify the positive outlook for the future of the company.
Kudos have to go out to John from “Tesla Owners Silicon Valley” and Raj from “TeslaRaj“ who had the most amazing video showing their first reactions to driving in John’s Model X.
The video was done late at night after the update. The camera angle showed both John and Raj as the car started to drive and navigate itself on the road.
Both were totally blown away with the quality of the BETA and its ability to see around the vehicle and display that on the screen whilst also bringing the real world into view for the cars’ computer vision.
Raj also released another video with more detail the following day during day light house.
Elon recently explained that the release of the FSD Beta is unique in that it did not need the car to be connected to the internet for the FSD to work. Due to the use of the Cameras and sensors around the car once the car had the software it should have the capability to drive itself using the FSD functionality.
This is a very different approach to other full self-driving technology which focuses on high-density mapping, GPS, and other technologies. Tesla has prided itself on using a vision system to manage the complexity of the Full Self Driving development with their camera first approach.
This approach combined with the rewrite that has been designed to use video rather than still images has made an exponential leap forward with the quality and accuracy of the beta that is currently being tested.
John (Tesla Owners Silicon Valley) and Raj (Tesla RAJ) released several videos over the last couple of days showing different cases where the FSD performed exceptionally well.
One particular area of interest for Australians include roundabouts. They demonstrated that the system was able to negotiate the roundabout extremely well.
Since they posted their original video several other Youtube videos have surfaced. Tesla understands the best testers of their systems are the people who drive their cars every day. This use of Beta testing will assist with narrowing down the unusual edge cases that exist to make the system even that more refined.
Challenge Status Quo
I am a little old school when it comes to driving and I enjoy the driving experience. Ownership of a Tesla currently alludes me however I have aspirations to own one someday. I understand why many will find this type of technology confronting as it is challenging the status quo. I for one would enjoy testing this so it becomes the norm into the future.
TESLA Full Self Driving BETA!!!!! Technology is proving that it can do many things with greater efficiency and quality, however, there is always a human element that technology has yet to conquer.
Tesla week in review post the highs of battery day, Tesla delivered a number of interesting additions to the Tesla almanac. History may judge this to be another step towards Tesla’s ultimate goal of transition to sustainable energy and transport.
A word on Tesla and the future of the Company.
Last week saw one of the most significant steps forward for Tesla and the development of their battery technology. The new and innovative thinking demonstrated by Tesla and their team regarding the use of first principles to rethink the functions of the battery, truly set up Tesla to move into a confident position.
Sandy Munro from Munro & Associates Inc., by his own admission seen thousands of vehicles over his life time and because of this has a unique perspective on the construction, manufacturing and innovation of vehicles.
Munro’s perspective on the battery day and his support for Tesla, is one out of respect for innovative products and support for the companies Goals. His perspective on the Tesla innovations highlighted the fact that Tesla is heading in a direction well ahead of any competition. He is able to provide insights to the technical aspects of the innovations.
The market for Tesla shares after the battery day presentation went down. Analyst thought that Tesla would announce a cheaper vehicle that would be available in the short term. Tesla did in fact announce a new cheaper vehicle which would not be available for several years.
What it does suggest is that analysts don’t have a full understanding of the technology and how to classify tesla as a company. They believe that because Tesla have not produced an affordable vehicle with the battery technology available to use now that the value of the company does not meet their predictions.
Tesla has always highlighted the fact that they are not just a car company or an energy company but a tech company. This difference has been a challenge for analysts as they still continue to place Tesla in the car company field.
China Model 3
This Tesla week in review also saw the introduction to the Made-In-China (MIC) Model 3 LFP or lithium ion battery technology provided by CATL.
“Tesla’s new powertrains are expected to include a cobalt-free lithium iron phosphate (LFP) battery made by Ningde, Fujian-based Contemporary Amperex Technology Co. Ltd.,” Bloomberg News. 1 October 2020, 11:46 am AEST Updated on 1 October 2020, 5:24 pm AEST
This innovation has been met with great excitement by the Chinese. There has been an increase in orders. In conjunction with the new battery technology there has been a price reduction and a significant range increase. The price reduction may have been expected but the range increase was something no one had expected.
The Model 3 range went from 455km to 468kms. With any electric car, range is important and an increase is always welcome. This is helping to drive sales and improve customer experience.
Here in Australia we still have to contend with significantly high prices.
Taxes on imports
Luxury car tax
Lack of manufacturing competition
These have significant impacts on price and ability for the average Australian to enter the electric car market.
With the introduction of the new Model 3 to the Chinese market, there is an opportunity for Australians and those in the southern hemisphere, to have greater access to a more affordable Tesla.
Recently there was a rumor that deliveries from Giga Shanghai to countries like Australia would provide a more affordable Model 3. As shown this week with the introduction of the new Model 3 to the Chinese market this rumour may have some foundation.
A recent article from Tesmanian outlined the increase in shifts within the Giga Shanghai factory. This might indicate a lift in production numbers and possibly an opportunity to export model 3’s to other countries like Australia.
The Model 3 range of 468kms is comparable to current petrol cars of the same size and dimensions that are sold in Australia. With the added benefit of no petrol and reduced rates for electricity, this would make the vehicle quite competitive and compelling.
Battery Day – Tesla, if anyone had any doubt that Tesla is going to be the leader heading into the future of the electric car and power management this week solidified their position.
It is truly incredible the innovation that Tesla continues to deliver. The team at Tesla reviews a part of the market that has been devoid of innovation, they turn it on its head with first principal thinking.
Battery day – Tesla was presented online and a number of lucky investors and followers of Tesla were in attendance and the unique way they socially distanced was very cool.
Elon has spoken a number of times regarding the first principle thinking to reframe a question regarding a current problem.
“The first principle” was conceived by Aristotle to rethink an already existing process and find another way to achieve a better outcome.
First principle thinking guided Tesla to reimagine a better battery for the future of the company.
They broke down the detail into 5 complete sections
Cell Vehicle Integration
Tesla is turning the cell design on its head. They thought long and hard about the fundamentals of what constitutes the cell. The team at Tesla looked at the main features of current cells looking for opportunities to increase energy storage and output.
The introduction of the tabless 4680 cell made of silicon whilst limiting the use of cobalt has led them to achieve an innovative approach. With these changes it can increase the cells range by 16%. This range extension is truly incredible and critical to the uptake of EV’s as we move into the next couple of years.
One of the most surprising elements regarding the cell announcement pertains to the fact that a pilot factory already exists. The fact that cells are already being produced would suggest that this is not just a theory but a revolution and real.
Taking inspiration from printing and bottling factories of yesteryear where the production line does not slow down during the whole process, Tesla has implemented a similar process that allows the cells production to increase accordingly.
Within the production of the cells there are 4 main steps
Major efficiencies can be found within the process of manufacturing battery cells as opposed to the traditional processes.
The use of a “High-Speed Continuous” motion allows for a smaller footprint within factories producing more cells per hour allowing an increase in efficiencies with manufacturing and could produce a 7x improvement with possiblility 10x improvement over time.
Tesla last year purchased Maxwell which had a process for converting dry powder materials and applying that as a film onto the separator in the jelly roll of the battery. Elon explained that since this purchase, they have iterated on the process 4 times and believe that they will achieve greater efficiency by about the sixth iteration. This advancement removes the need for a wet process and thus reduces the size of the factory required exponentially.
These improvements are revolutionary to the production of cells. Once again first principles has delivered a new perspective.
Most companies rely on old solutions where as Tesla as confirmed by Elon will continue to innovate and push the boundaries of what is possible.
Currently Tesla refers to the factories as Gigafactories. As they move forward and transition to the new cell form factor the factories will be referred to Terafactories.
Silicon is considered a fundamental element used in most batteries. Once again Tesla has had to go back to fundamentals and find a way to improve the process of creating better density and usage of the batteries.
When a battery is charged and discharged the movement of lithium across the membrane causes it to crack and become gooey. Overtime this causes the cell to lose the ability to manage the state of charge thus rendering the cell less effective.
Many have tried to rectify this by addressing the symptoms not the cause. The introduction of different binders and support materials have been used to lessen the impact of the heat generated during charging and discharging. This has been met with varying results.
Tesla is attempting to look at the fundamentals of what makes up the anode of the battery and see if they can eliminate cobalt whilst using Silicon in a different way. Raw silicon has been proposed as a possible solution to help with the expansion issue when charged and discharged.
Raw material silicon,
stabilize surface through elastic, non-conducting polymer coasting,
robust network – highly elastic binder and electrode design.
By implementing the above changes to the cell It has been shown to provide a 20% increase in range for vehicles.
A 20% increase in cell range is groundbreaking when dealing with electric vehicles. Distance is king in many cases and this could help to achieve this greater range for the same price. Or alternatively it could mean less cells with same range reducing costs.
A cathode provides structure to the management of lithium ions within the battery cell. Tesla has been experimenting with different cathode types that would allow cells to be more environmentally friendly and increase recyclability.
In the course of their investigations they believe a diverse range of materials will be utilised for different purposes. Tesla will implement different material across their product line to address cost, density and output.
Iron – Low level use
Nickel Manganese – medium level use
High Nickel – used for Long range – Cyber truck and semi
The use of nickel as a main component gives the best dollar per kwh and wh/kg. This combined with removing the cobalt has a number of positive effects
Reduces complexity of the materials
Continues to address the human rights issues with mining
Has a good structure to hold the lithium
Reduction in costs of $/kwh
Again the returned to first principles regarding the manufacturing of the cathode. This lead to an improvement in battery production and thus a cumulative effect upon the percentile shift of costs in the downward trend.
Further to this, lithium is a highly abundant material and is available within many and varied locations. It seems that the collection and processing of the material is able to be achieved within in the USA.
Mining lithium is important way forward for cell production and Tesla has found a way to extract it from clay with the use of Nacl (Salt). The outcome of this leads to highly recyclable cells and materials, that can be easily reconstructed into new cells. This leads to some impressive cost savings.
Cell vehicle production
Elon announced a change to the fundamental design of the Tesla vehicles.
He was inspired by the airline industries innovation when they created a fuel tank as part of the wing which improved capacity and reduced weight. By changing the way the vehicles are constructed to achieve a similar concept Tesla’s vehicles have also had similar outcomes.
This one design change is said to lead to;
10 % in weight reduction
14% range increase opportunity
370 fewer parts
Tesla has shown that it can innovate in areas that most car companies take for granted and follow a standard view of the processes. Tesla chooses to look at the fundamentals and innovate using the first principles thinking regarding anything from the car to the power train to the battery cells and beyond.
The above innovations with cell production, cell development, anode, cathode and vehicle design allow for changes and efficiencies in their own right, but the cumulative effect it has upon the overall price and production helps to drive prices down , safety up and more people in cars everywhere.
This is a monumental step in regard to Tesla’s value as a company and value of the individual vehicles. The impact it will have on the tesla solar and battery storage costs moving into the future will be profound.
Elon highlighted that the realization of this technology will not occur for 1-3 years but the ability to own a tesla in the coming years with a price that is reasonable is extremely exciting.
54% Range increase
56% S/KWH reduction
69% Investment per GWH reduction.
What does this mean for Australia?
I have watched a number of Tesla presentations over the years and this presentation was the most exciting for a number of reasons.
In Australia the prices of tesla vehicle is quite significant for the average person. With a starting price of $74000 a lot of people find this price out of reach.
If Tesla was able to maximise on the 56% reduction in dollars per KWH then the possibility exists that in the future Tesla’s could be priced around $40000 – $ 50000. If this was to transpire then more Australians would be in a position to consider their next car to be electric.
If the new 4680 battery cell is adapted to the home power storage solutions it could assist Australians to increase their ability to maximise their solar panel efficiencies whilst also reducing the cost of electric and charging electric vehicle.
If this is the future in 1-3 years, then I am on board and I would encourage all Australians to investigate electric products.
One more thing….
It would not be a Tesla event if there wasn’t something unexpected. Tesla announced a possibility of a new, smaller sedan with a price range of around $25000 USD.
The Plaid Model S
The Plaid Model S, which has been seen on the Nürburgring, with a tri motor specifications and a 0-60 mph time of 2.1 seconds is now available to be purchased online. this impressive vehicle has a starting price in Australia of $189000.
Battery Day – Tesla has shown what it is capable of and sets a high standard for all to follow. Tesla’s mission will improve the environment and accelerate the transition to a sustainable future. The information provided by Tesla has great potential to realise the possibilities.
Tesla’s philosophy of using first principles to reimagine what battery technologies can be will have positive impacts on the environment for years to come. It’s ability to continually innovate and move their mission forward is inspiring.