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SANZC02

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The S1 has a much more aggressive schedule for the EDVs, 100,000 over three years (or 4 depending on how you want to interpret their "by 2025" qualifier:
Thanks for clarifying, not sure how I missed that, I actually went back and looked at some earlier articles and find I completely misread all of them. They are saying Amazon has ordered 100k vans to be delivered by 2024 and the 2030 number is their target to have the complete fleet running on renewable energy.

Good to know my memory is good now if I can only do something about my reading comprehension.... :cool:

That being said, looks like there could be a lot more Amazons Vans coming after this first contract if they are able to meet the terms and the vans work as expected.
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U100

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I’ll pass. Someone would figure out how to monetize such films by blaring ads at you just like the screens on gas pumps.
 

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I don't know about casinos, but I say they bring back drive-in movie theaters with EV chargers. Could be a fun model like a charger theater that shows 30-40min short films on a loop.
We had a couple drive in theaters startup during the pandemic. It was fun. Hadn’t been to one in twenty plus years
 

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Driveout

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150,000 per year, figure 5 day work weeks that's about 750 per day. At 50% start up with a 3 month trial ramp to capacity allowing for 375 per day to work out the production that's still 22,500 this year. There was no mention of how many of the 48k reservations were LE's. If that number is 60% of the preorders that could mean production 30,000 LE's by the end of January, enough to fulfill the initial dreamers. There are too many factors to be sure of anything at this point but this seems solid enough. I can hope for a Ho Ho Ho surprise.
 

SeaGeo

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I’m not sure it’s been mentioned but the bigger worry is going to be charger capacity and traffic. Once you start sharing a charger with another patron the speed for both of you is gonna get throttled…
My understanding is that is not the case with the 150 and 350kw EA chargers. There are some lower charge point chargers that do this. V2 Superchargers do as well. v3 doesn't.

We will see what RAN does. I would be surprised if they share.
 

SeaGeo

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flabyboy

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150,000 per year, figure 5 day work weeks that's about 750 per day. At 50% start up with a 3 month trial ramp to capacity allowing for 375 per day to work out the production that's still 22,500 this year. There was no mention of how many of the 48k reservations were LE's. If that number is 60% of the preorders that could mean production 30,000 LE's by the end of January, enough to fulfill the initial dreamers. There are too many factors to be sure of anything at this point but this seems solid enough. I can hope for a Ho Ho Ho surprise.
something tells me they will be working on the weekends as well
 

Aroohoo

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150,000 per year, figure 5 day work weeks that's about 750 per day. At 50% start up with a 3 month trial ramp to capacity allowing for 375 per day to work out the production that's still 22,500 this year. There was no mention of how many of the 48k reservations were LE's. If that number is 60% of the preorders that could mean production 30,000 LE's by the end of January, enough to fulfill the initial dreamers. There are too many factors to be sure of anything at this point but this seems solid enough. I can hope for a Ho Ho Ho surprise.
It'll be interesting to see how they match factory throughput with demand/sales. Just because they can get to X units a month doesn't necessarily mean they would do that if it increases their cost (e.g. the marginal cost for each additional unit should trend down until they have they get to the point where they are paying over time pay) and there isn't a backlog to burn down. Assuming no supply constraints, the number of additional orders they get over the coming months will largely drive how they will end up scaling up factory capacity.
 

cardad

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No vehicle currently charges at 350. The Taycan tops out at 270 if you have just the right conditions: ~5-10% SOC, pre-conditioned battery temp, and a few other things. It is rare to see rates above 250. I recently charged at a 350 station at 20% and only managed about 200 kw peak. The Hyundai Ioniq 5 will also use 800 V architecture and the reviews so far indicate about a 200 kw peak as well.

And from what I can tell 350 kw EA stations are still a work in progress but the work does appear to be happening. Also, depending on your SOC (like if you are above 50%) and how much you need to charge the time difference between 350 and 150 can be fairly marginal and irrelevant if you need to use the bathroom, eat, or whatever.

There's a ton out there right now. Most EA stations along the interstate include at least one 350kW charger. You're either sitting at 150, or 350 max with EA.
 

SeaGeo

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No vehicle currently charges at 350. The Taycan tops out at 270 if you have just the right conditions: ~5-10% SOC, pre-conditioned battery temp, and a few other things. It is rare to see rates above 250. I recently charged at a 350 station at 20% and only managed about 200 kw peak. The Hyundai Ioniq 5 will also use 800 V architecture and the reviews so far indicate about a 200 kw peak as well.

And from what I can tell 350 kw EA stations are still a work in progress but the work does appear to be happening. Also, depending on your SOC (like if you are above 50%) and how much you need to charge the time difference between 350 and 150 can be fairly marginal and irrelevant if you need to use the bathroom, eat, or whatever.
the question was about the chargers than can do more than. 200, not the car. Hence I noted the two (general) EA pedestal power outputs.

Ioniq5 and EV6 pull about 220 peak. Which is insane given the size of their battery packs.

Which is the point, it's all relative to battery size. You're not going to dump 300kw I to your phone battery any time soon. But given the size of the large pack, it's entirely reasonable (at least according to other manufacturers) To dump more than 300kw into the R1T.

It's going to be really interesting to see the hummer's charging curve.

Time saved is going to depend on the curve (obviously). Getting 800v is just an easier way to cut down that time. At the end of the day it seems like the current charging curve is slower than average from what bits we have heard. Hopefully they can improve upon it, and or the reports are wrong.

Edit: I stand corrected, Kyle saw >230 with the EV6

https://insideevs.com/news/537223/kia-ev6-prototype-fast-charging/
 
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cardad

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Can someone with more knowledge of the sales model comment on what the ramifications are of living in a restricted state?
In general, it just means you can't pick it up at a Rivian "location" much like Tesla has service centers and showrooms in Texas but you cannot receive your vehicle at either of these places. It will be delivered to your house or anywhere that the truck can unload.

If you're not in need of a test drive the sales restrictions aren't as big of a deal as the lack of service centers. The service centers are like a chicken or egg problem since 50k pre-orders isn't a lot of volume and they'll need to ramp up service center openings as volume picks up.
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