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founding

PHEV vs HEV. I guess its convenient to have a plug but not really necessary Just Regulation Subsidies keeping them relevant in the US. Not sure what the extra cost is?.

The plug in Infrastructure was a Pipe dream.from the get go if you'd have done the math. Long distance driving is impractical and having a charging plug at every lamppost in the City was not practical from a grid supply point of view or cost. Or in basement Garages of Apartments the same.. But of course we were sold Battery Storage which has failed to live up to projected fantasies.

And I won't mention self driving except to say it further puts you in their control grid. And yet again in certain controlled situations it works like highways that are totally wired like Korea but no way in Hell I would trust my life to this Silicon Valley hubris.

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founding

Hey Ferg, I’m not so sure about sodium batteries. The price of lithium has fallen 70-80% down from recent highs, so the cost of the lithium in a battery down to about $2 per kWh. I don’t if there are other factors that contribute towards sodium batteries being cheaper than lithium, but even with the $20 per kWh you quote, by the time you add on other components like a BMS, charger, inverters, packaging, installation, etc the difference is insignificant and likely to be outweighed by the performance differences. Currently the lower density for sodium batteries puts them at a disadvantage for mobile use and the shorter lifespan makes them unsuited for fixed energy storage which typically has a daily charge-discharge cycle… for example, 13.5kWh Tesla PowerWall costs over US$10k installed, so definitely not worth sacrificing its lifespan to save a few percent. Maybe there’s a use case for sodium batteries in bottom end vehicles, but unless there are dramatic advances in performance, I can’t see much displacement of lithium batteries.

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