[For the Apple angle on this post, click here.]
Why is the average car capable of driving between 250 and 450 miles without refueling? The average driver’s daily mileage is nowhere near that high.
Before Chevy approved its electric Volt for production, GM did a lot of market research. It found that the Volt’s rated electric-only range, about 40 miles, was enough for the daily commutes of a majority of American drivers.
Add a few miles for shopping and taking the kids to piano and swimming lessons, and most drivers might need a daily range of some 60 miles at most. For my own odd location—between Santa Fe and Albuquerque but closer to Santa Fe—I might need to be in a “sweep spot” in range, about 100 miles. That’s it.
So why do virtually all consumers buy and drive cars with from four to nine times the range they need?
There are two easy answers. First, in gasoline cars increasing range requires only a bigger gas tank, which adds negligibly to the capital cost of the car.
Second, people like having the security of extra range. They never know when they might take a long car trip. And a bigger range lets drivers go farther and longer before filling up.
So we have myriads of drivers running around day to day in cars, SUVs and light trucks with ranges that they need or use only a few times a year, if ever.
The engineering and efficiency of this practice make no sense. Carrying around unneeded gasoline as a routine matter increases the car’s weight and mass (inertia). It makes the car more sluggish, i.e., slower to accelerate. And it decreases gas mileage.
Does the extra gas give the car any better performance? No. Gasoline is gasoline. So any engineer with an eye to efficiency, let alone perfectionism, should tear his or her hair out at the very thought of big gas tanks and excessive range.
Drivers could get a little better performance and gas mileage simply by keeping their gas tanks only partly full—just enough for their daily needs, plus a 20% safety margin. For most drivers, that would mean keeping their tanks about one-quarter full.
So why don’t they? Well, fueling every day would be inconvenient and time-wasting. And because the energy-density of gasoline is high, they wouldn’t save that much in fuel cost anyway. What busy worker or home-maker wants to spend precious time and mental energy worrying, every day, about how full the gas tank is?
Enter electric cars. They are a whole new animal. They alter, dramatically, every one of the factors that got us to this inefficient place with gasoline-driven cars. Let’s analyze.
First, look at price. Bigger gas tanks add negligibly to the price of a gasoline car. Not so electric-cars’ batteries. In electric cars, the batteries are the single most expensive system, both to supply and to maintain. They are also the heaviest and most massive single system, by far.
What’s the difference between a Tesla Model S and a Nissan Leaf? Mostly range and performance. The minimum range of a Model S is about 265 miles, as compared to the Leaf’s 73. So the Tesla’s batteries have to have 265/73 = 3.63 times the capacity of the Leaf’s. If we assume that Nissan and its battery suppliers have roughly the same technology as Tesla, that means the Tesla’s batteries mass and cost over 3.5 times as much as the Leaf’s.
Let’s suppose the Leaf’s batteries cost $10,000. Then the Model S’ batteries would cost roughly 3.5 times as much, or $35,000—half the car’s sticker price. If Tesla dropped the mileage to 73 miles and used only the Leaf’s $10,000 batteries, you could have all the Model S’ elegance and high technology for $10,000 (the reduced price of the smaller batteries), plus $35,000 (the price of the rest of the car), for a total of $45,000. That’s still in luxury-car territory, but at least not in extreme luxury-car territory. (All these prices are before any federal or state subsidies for electric cars.)
Note that the battery-price difference, $35,000 - $10,000 = $25,000, is way more than the price of a larger gas tank.
Once you have a bigger battery, it doesn’t matter whether you fill it up all the way or only partly. Electrons don’t mass or weigh much. So you would save little or nothing, in performance or efficiency, by not “filling up.”
As for convenience, electric cars beat gasoline cars hands down. Consumers like long-range gasoline cars because they don’t like having to go to gas stations frequently, especially at night or in freezing weather. But suppose you could “gas up” in your own garage, every time you come home, as electric cars let you do. Then all you’d need is a spouse (or mother or father) kind enough to remind you gently, “Dear, did you plug the car in and close the garage door?”
What about the battery’s mass or weight? Remember Newton’s second law of motion, F = ma? The acceleration a of anything, including a car, under a force F is inversely proportional to its mass, m.
So as the mass of the battery increases, the acceleration for a given force decreases, and with it the car’s performance. Big batteries slow cars down. But if the battery’s peak current (which generates the force) is proportional to its mass, the rise in battery mass produces an increase in peak current and therefore performance, due to a bigger F.
These two effects don’t precisely cancel each other. The inertia-caused decrease in performance with increasing battery mass is inversely proportional to the mass of the whole car, which is bigger than the mass of the battery. But the change in peak current—and therefore the increase in force (and performance) that it causes—is directly proportional to the increase in battery mass alone. That increase is larger than the corresponding decrease in performance from the car’s increase in total mass because the mass of the battery alone is smaller.
So, perhaps non-intuitively, an electric car gains performance with increasing battery size, despite the increase in total mass and inertia and therefore a decrease in energy efficiency. This is the main reason why the Tesla Model S can go from zero to sixty miles per hour in 4.2 seconds, while the Leaf (or Volt) can’t.
If Tesla produced a 73-mile-range car, it could sell it for around $45,000. It might have better performance than the Leaf, but it would hardly match the Model S’ performance.
Something very like this is probably how Tesla plans to offer its low-priced “people’s sedan” some time in 2017. But the same strategy is much more versatile. Tesla could offer a range of cars having the Model S’ elegance and high technology, but with a wide range of mileages, performances and price tags, all using the same basic mechanical platform.
This analysis leads to a much more important conclusion. The nature of electric cars and the laws of physics suggest that there’s no need for permanently long-range electric cars, or for permanently high-performance ones, except for showoff drivers.
Remember Tesla’s online battery-swap video of a couple of years ago? There was Elon Musk, watching a Model S drive out on a specially-prepared stage. When the car reached stage center, a trap-door mechanism below the stage started popping the battery pack’s screws, lowering the presumably spent battery pack, and replacing it with a fully charged one.
As this was going on, a TV screen behind Musk and the Tesla showed a driver pulling up to a gas pump to fill up. The Tesla drove off the stage with a fully-charged replacement battery in 93 seconds, before the gas guzzler could fill up.
If you can replace a big, mostly-discharged battery with a fully-charged big one in 93 seconds, you can certainly replace the big one with a small one—or vice versa—in the same amount of time. All you need is batteries with enclosures and plugs of standardized size and shape. (Their mass or weight, and internal size, would of course vary with their range/performance.)
Want a cheap electric car? Buy the low-range one and charge it in your garage.
Want to go on a long electric trip? Drop by your neighborhood Tesla dealer or authorized service station and replace your small battery, temporarily, with a higher-capacity rented one, just for that trip.
Want to impress a pretty girl with head-snapping acceleration? Do the same. Then, after you’ve got her, switch back to a more moderate, lower-range, lower-performance and cheaper battery.
You pay for only the battery you use and for the time you use it. At other time, you’re not driving around with extra mass, wasting energy. And you can convert your car for the long trip, or into an impressive performance machine, in 93 seconds. A lot easier than swapping a gasoline engine, no?
Do you begin to see how important Tesla’s Nevada “Gigafactory” for batteries will be? It can make different sizes of batteries for different models/ranges of the same car. It can make batteries for quick battery swaps: no long waits required. It can let a single car platform have a range of mileages and performances.
But Tesla’s batteries will go far beyond cars. The Gigagfactory can make batteries for smoothing the intermittency of solar and wind power, whether for individual off-grid homes or for utilities. It can make batteries for remote off-grid electronic and electrical installations, including cell-phone towers, microwave repeaters, radar stations and emergency warning systems.
How many months before the Gigafactory is running at full capacity? My guess is between nine and twenty-four. Remember, at 3 miles per kilowatt hour (the Leaf’s and Volt’s rated mileage), driving an electric car costs just 60% (at the nationwide average residential electrical rate for 2013) of what it costs to drive a 30 MPG car on gasoline, even at $2.10 a gallon. This saving comes regardless of any subsidies for electric cars; and it’s much smaller than your per-mile saving when you charge your car from your own solar array.
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