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by ggm
172 days ago
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Battery swap. Great for industry growth, but the manufacturers selling into US and Europe decided not to go there and disputable claims "it can't work" and false applications of Gresham's law are used to explain why. The Gresham's law thing: money is just a transfer token. Batteries have a use value. The agents who could profit from hoarding good batteries, don't get to achieve the income of renting them. It's working fine for scooters, and in China for cars and trucks. Everyone is now betting on solid state getting both range and rapid charge. |
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Think of existing swap infrastructure out there, like propane tank swaps. People already use these systems to rinse defective or expired tanks all the time, and that overhead simply gets built into the price.
Now imagine if you could refill a propane tank at home by just plugging it in to your wall. The only reasons to use such a service are now exceptional cases like travel, or to move defective items.
For every new tank introduced to the supply, on average, how many good-for-good swaps will occur before the supplier gets a defective one? Take the cost of a new one and divide it by that average and that is the minimum overhead for a swap.
For batteries, that number is likely in the hundreds of dollars.