New Battery Swapping .. CATL !

[OneEV]

Chinese Battery & Auto Giants Looking To Follow & Rival NIO In Battery Swapping


News this week is that automotive giant BAIC Group has gone the latter route and is partnering with battery giant CATL on an EV battery swapping plan. “In the field of battery swapping business, BAIC Group has advantages in the development of new energy vehicles, especially the development and market expansion of battery swapping models. It has been deeply involved in the field of domestic battery swapping taxis and online car-hailing for many years and has accumulated rich experience in product development and promotion,” CATL writes. “Since the launch of the Chocolate battery swapping service brand, CATL has vigorously promoted the standardization of battery swapping by relying on continuous innovation in technology and business models. Based on their respective advantages, the cooperation between the two parties and CATL’s wholly-owned subsidiary Times Electric Service will focus on the development of battery swapping models and battery swapping blocks, the circulation of battery swapping blocks and battery-related data management, and regional cooperation in battery swapping stations. The two parties and Times Qiji will also cooperate in the development and sales of models related to the heavy-duty truck battery swapping business, as well as the sales, leasing and energy services of supporting batteries.”

The partnership is about more than that as well. “In terms of the new generation of intelligent chassis, the two parties will carry out in-depth cooperation on the next-generation pure electric platform CIIC skateboard chassis project, jointly conduct research on the skateboard chassis architecture, system, process, cost, and performance balance, and create products based on the needs of ‘scenario-defined cars, intelligence, and personalization,'” the companies note.

We’ll see what comes of this, but it seems that EV battery swapping is alive and well in China, and now the biggest battery company in the world is getting more and more serious about it — and pushing to have it standardized.

Oh, by the way, CATL is also working with NIO to some degree on evolving battery swapping. See: NIO & CATL Partnership An Interesting Battery Evolution.

 

[OneEV]

Battery swapping makes so much more sense in a lot of ways ESPECIALLY for putting less demand on the grid as well as turning that 1000 mile road trip into a relaxing drive instead of (swapping batteries in 3-4 minutes) instead of sitting at a Charger in your Rivian for 45 minutes (especially for all the big battery EV's)


I mention Rivian because after my ID 4 I'd really like to move up a step to a bit larger vehicle (rivian is on my short list) but charging times suck on all these big battery evs. PLUS they demand charges for the Charging Station owners mean s they have to $$$ charge more for a session.
And thinking like a consumer that is a complete noob to EV's , everyone knows how to enter a car wash just makesthe transition so much easier.

 

[OneEV]

Still one of my favorite battery swapping example because it shows the stations being used hard by Taxies/rideshare. Shows that it works very well even under extreme conditions one ev right after the other

 

[bwilson4web]

On this good news, I am buying more TSLA stock.

Bob Wilson

 

[OneEV]

On this good news, I am buying more TSLA stock.

Bob Wilson

Bob you have to be the most arrogant , know it all SOB I have run into in a long time .Congratulations !

BTW..Tesla Profit margins keep falling as Tesla keeps needing to cut prices . I shot a video 2 weeks ago of a Tesla "dealership" in Rogers Minnesota , the Lot was full of unsold Teslas including 4 cybertrucks and I received a Phone call from that "dealership" around the same time wondering if I might still be interested ina Model Y (desperation setting in)


Yes Tesla is still profitable but those profits are narrowing .. Smart investors dont chase narrowing profit margins in an establsihed company.


Back to the actual topic on hand, we should be kind to those with attention deficit orders nd steer them back on topic gently ...

CATL is one of the most important ev battery companies on the planet , Tesla even trying to partner with them.

CATL in Battery Swapping is a very big deal, think of this .. a Battery swapping station has roughly 25 -30 batteries. With tens od thousands of batteyr swap stations thats a huge revnue source , and profit as catl already has net margins on thier battery sales.



BTW.. Tesla is just 1/3rd the size of CATL

 

[bwilson4web]

So this morning, I drove to Atlanta with free charging at the motel. In 5 min. I’ll to a debate watch party. A free charge overnight and 400 free miles.

I don’t fault those who want battery swapping. Reality training will win in the end.

I am still buying TSLA stock and expect a dip after the Q2 deliveries are known.

Perhaps you may remember who killed the electric car? My car is totally owned by me and every electric outlet is my battery charge swapping.

Bob Wilson

 

[bwilson4web]

Bob you have to be the most arrogant , know it all SOB I have run into in a long time .Congratulations !

Thank you! A retired engineer, this is a complement as the best engineers I have ever worked with were considered arrogant. True story:

Two coworkers were walking down the hall and one said, “I don’t know how in God’s name to solve this problem.​

The other said, “You’re out of luck. Bob Wilson is not here today.”​

Bob Wilson

 

[marshall]

https://www.msn.com/en-us/sports/nfl/indexnowdelete/ar-BB1nKONM

https://www.msn.com/en-us/money/markets/down-52-ytd-what-s-next-for-penny-stock-nio/ar-BB1p3VlN

I have to wonder if NIO will survive in the brutal Chinese market. The EU and USA tariffs won't help either.

I have to think that battery swapping is just too capital intensive to be viable outside of a city like New York's ride-share and maybe long distance trucking. The government here isn't going to pay for it since it's Chinese and it's proprietary.

 

[OneEV]

https://www.msn.com/en-us/sports/nfl/indexnowdelete/ar-BB1nKONM

https://www.msn.com/en-us/money/markets/down-52-ytd-what-s-next-for-penny-stock-nio/ar-BB1p3VlN

I have to wonder if NIO will survive in the brutal Chinese market. The EU and USA tariffs won't help either.

I have to think that battery swapping is just too capital intensive to be viable outside of a city like New York's ride-share and maybe long distance trucking. The government here isn't going to pay for it since it's Chinese and it's proprietary.

Morning Marshalll, Chinese dont own battery swapping, in fact AMPLE battery swapping already here in the US but they are still at this stage swappping batteries for rideshare drivers like myself, but they ARE working with GM , ord Stellantics and others.

Battery swapping labor intensive, no not really pretty much like a car wash, youi pull in compauter starst the service you requested moving rollers , dispensing soaps , chemicals sprays it all of then sends you on the way.

Battery swaps stations , you pull in computer send signal for swap robot to unscrew your batery ,drops on tray which then moves it to an empty battery charging shelf then grabs what you ordered (75kW,100kW 150kW battery) slides it under car , electric siccor jacks mount and then screw in place. Not rocket science and you drive off, faster than most carwashes.


As Far as NIO suriving, they are FLOURISHING .. they now have 2,435 swap stations (each station holds at least 25 batteries) in China and growing each month. By Comparison Tesla has In the U.S., there are 2,234 Tesla Supercharger stations with 25,156 Tesla Supercharger ports. They continue signing up other EV manufactures AND pushing for battery standardization ..so ANY ev can battery swap.

Last I seen was at this stage 1 out of 4 have reached profitability, that will grow as adoption continues.


WE (USA) wont see anything like this for at least a decade , but it is a smart move first battery standardization (mounting, connectors etcc) then rollout of battery swap stations along the interstate routes and in high popualtion density Cities.

China is so far ahead of us and the longer we refuse to look the more difficult it will be to catch up.

Think about this you pull up to this station..


The rivian, 40+ minutes to charge, Mach E about the same Kia fast but you will be waiting..(are you next in line or is there another 4 cars ahead of you ? )



If there was a swap station here AS WELL as the Chargers you could just swap and be back on the road in 5 minutes. Thats my main concern when I pull up to DCFC other than will they all be down , or derated, am I going to have to wait fro another 15 minutes , 1 hour ?

I see Buses and heavy equipment EVs starting to use battery swaps as well which makes sense considering the larger batteries , I'd bet even Tesla comes fiull circle and starts putting money back inot R&D for batteyr swapping at least for their semis. Tesla semi has 900kWh battery .. can you imaging even trying to get enough power to say 10 Superduper Chargers and 10 semis all pulling that much juice same time.. lol. wouldnt it be much easier and less expensive for everyone to just swap batteries in a few minutes , trucker gets back on the road making money and not cause a black out on the grid.

 

[OneEV]

again CHINA ..

 

[OneEV]

BTW...NIO Battery swap station roughly 500k to build ,install and equip..thats pretty damn cheap, as they scale up the price has dramaticlly fallen

Battery-swapping deal to fuel sector's growth
By CAO YINGYING | China Daily | Updated: 2023-12-04 09:32

A Nio SUV leaves a battery charging and swapping station in Dongguan, Guangdong province, in October. CHINA DAILY
Nio chairman forecast success after it signs agreement with Geely on standard and tech

Chinese electric vehicle startup Nio has expanded its battery swapping program by signing a cooperative deal with Geely, which is expected to enhance adoption of battery-swapping models and contribute to the development of the new energy vehicle industry.

The two companies signed an agreement on standards, technology and model development of battery swapping on Wednesday. The partnership came just a week after Nio inked a similar agreement with Changan Automobile.

"Nio and Geely share a profound understanding of battery swapping and are dedicated to investment in battery swapping technology for private cars and commercial vehicles with rich experience in swapping service and operations," said William Li, co-founder and CEO of Nio.

"This partnership will popularize battery swapping, offer high-quality and convenient experience to more users and contribute to the development of the smart EV industry," he said.

Geely Chairman Li Shufu said that as one of the crucial supplementary methods for NEVs, battery swapping's development requires industry-wide collaboration and concerted efforts. Geely's battery swapping unit, E-Energee, operates in some 30 cities nationwide.

Battery swapping involves switching dead batteries for ones that are fully charged, rather than the more common method of simply recharging. Compared with traditional charging facilities, battery swapping is safer, takes less time and extends battery life.

Nio has invested in battery swapping for five years, and owns and operates the world's largest battery swapping network for EVs, with more than 2,100 stations providing over 32 million battery swaps to date. The company also has more than 1,600 related patents.

Construction of Nio's power swap battery stations demands substantial investment and each station costs around 3 million yuan ($419,919) to build and equip, according to Nio.

 

[bwilson4web]

I finally found it in a CNBC article:

Ample now operates five battery swap stations in the San Francisco Bay Area specifically for Uber drivers. Participating drivers with supported electric vehicles can exchange a spent battery for a fully charged one in less than 10 minutes. At launch, Ample supports the Nissan Leaf — which is the main electric vehicle used by Uber drivers — and some Kia electric vehicles.​

This makes sense as Leaf use air cooling. Are any modifications needed first?

Here is their web page: https://ample.com/

It reminds me of Nikola Corporation. Regardless, if you want to invest:

Can you invest in Ample?

Accredited investors can buy pre-IPO stock in companies like Ample through EquityZen funds. These investments are made available by existing Ample shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc.​

I'll pass.

Bob Wilson