Well, clearly you are better informed about this subject than I am, so perhaps this is a case of me arguing with someone who knows considerably more than I do about a subject. That certainly annoys me greatly when it happens to me, and perhaps I'm guilty of the same thing here. If so, then
mea culpa.
Anyway, I certainly am interested in learning more about this subject, so I am reading your posts with interest, even if I'm somewhat skeptical that any outsider can really figure out exactly how Tesla has designed and built its Semi Truck.
PP,
I agree, no one on the outside can figure it out exactly, its all guesswork.
Furthermore, for all we know the specs may change a bit based on testing, so its possibly also a moving target.
For me, this is less a matter of what specs the Semi will have, but more about what is realistically possible for a battery electric truck. One of the valuable roles Tesla is playing is demonstrating what's doable - something the existing OEMs have little incentive to do. On my read, what's possible is what the skeptics (e.g. David Green) and the fans are essentially arguing about.
The reason I sent you the Navistar link is because the KWH per mile that the latest diesel trucks are achieving provides a baseline to quickly work out what KWH per mile is possible for an electric truck (and therefore the battery requirement, per your previous posts on this topic).
Also, I'm always looking for info on battery costs from various sources (triangulation). Did you see this Cairn ERA report from October? I thought you might be interested. See Slide 9.
https://www.ny-best.org/sites/defau...Energy Storage Market Forecast October 11.pdf
Regarding your post below, we are thinking the same things about how to get weight out of the packs, yes.
I hope nothing I said suggested that Tesla/Panasonic are using batteries that have no improvement in energy density since 2012! It's just that when I read people claiming that Tesla/Panasonic's new 2170 cells have "35% better energy density" or even "50% energy density", then I have to wonder what they're comparing them against. I can certainly believe 35% better energy density since 2012. That would be only very slightly better than the overall trend of approx. 5% improvement per year. A 50% improvement is harder to believe, especially with so many people on the Tesla Motors Club forum insisting there isn't any significant improvement in energy density as compared to the 18650 cells which Tesla is using in the Model S and Model X.
Furthermore, nothing that Elon Musk or J.B. Straubel have said recently -- within the past year or so -- would lead me to the conclusion that the 2170 cells represent a significant energy density improvement (and thus lower weight) over the 18650 cells. (A slight improvement, yes, due to improvements in the geometry; but I'm very skeptical there is a
significant improvement in energy density.) There are some comments from both of them on a conference call from a couple of years ago indicating an improvement in battery chemistry, but I see no reason to conclude that this same improvement isn't now in the 18650 cells. Note the newer 100 kWh packs for the MS/MX represent a newer design than the older MS/MX packs. There was some talk of an improved cooling system, so I can easily believe whatever new chemistry Panasonic is using was incorporated into 18650 cells going into the new MS/MX packs at that time.
Now, at the pack level, it may indeed be possible to shave some weight for the Semi Truck. Especially in the pack casing, which for the Model S/X is part of the structural integrity, helping to stiffen the car. If multiple packs are stacked into the Semi Truck in order to reach the ~800-1000 kWh or so that it needs, then there's no reason to have such very strong cases for the batteries. It might even be possible to use lightweight plastic cases, altho that might represent a safety concern in case of accident. It might also be possible to shave some weight on the cooling system; for example, using one or two large pumps to circulate the coolant rather than separate pumps for each individual section of the battery pack.