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by noogle
1330 days ago
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Batteries needed electric vehicles are still expensive and seem to essentially be the bottleneck for mass change to EV. The infrastructure needed to support battery electric vehicles seem to be expensive/complex to run sufficiently well in practice. In the US Tesla's supercharger network is often cited as a moat against other manufacturers. It's not even building the chargers - it's maintenance and compatibility. Charger network are a losing operation, but they are critical for adoption. Tesla affords this via huge margins, but that won't work for the rest of the market outside of the luxury segment. Could it be that the BEV market (in the US at least) lends itself to monopolization? If so, hydrogen can make sense as a technology that does not rely on losing charger network to operate (just like no car manufacturer needs to subsidize fuel stations). |
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The main advantage Tesla currently has is the size of the network as well as the seamless integration into their navigation system and automatic payment without a custom card. However this could be easily done by competitors if they would grasp the importance of it.