Atlanta Electric Vehicle Development Coalition

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Tesla Q2 19 Earnings Call Is it all Gloom and Doom?

Tesla Delivery Center Roswell GA on July 24, 2019 – Day of Q2 Tesla Earnings Call
Photo Credit: Jeff Cohen

July 25, 2019 – As I listened to a fairly subdued Q2 earnings call last night, I felt almost a sense of helplessness on the part of a very tired and subdued sounding CEO Elon Musk. Surely Elon is tired from his non-stop 10+ year journey to build Tesla from an idea into an automaker pumping out 5,000 Model 3’s a week (with a target of 15,000 vehicles). Q2 results were simply poor. Delivering 95,356 electric vehicles (77,634 were Model 3’s, +52% vs Q1) and posting a $408 million operating loss continues to raise the question: will Tesla ever be profitable? Elon sounded a note of sadness announcing that founding Chief Technology Officer, JB Straubel was stepping away from his Executive role (moving to an advisor) – the man who hired Elon into Tesla over a decade ago; the man working side by side with Elon to launch every model from the Roadster to the Model 3 and largely shaping the forthcoming Model Y. Very big shoes to fill indeed.

Does Tesla Have A Demand Problem?

Tesla Model 3’s awaiting their new owners at Roswell GA Service and Delivery Center
Photo Credit: Jeff Cohen

The photos in this blog-post were taken yesterday (July 24, 2019) at my local Tesla Service and Delivery Center in Roswell GA. Just one month ago, this lot was EMPTY with all Model 3s and a few Model S and X had been delivered to new customers. ALL of these Model 3s have been sold and are waiting for delivery to their new owners. Most are the higher priced dual motor and performance versions of the Model 3 ($50,000+). With the Federal Tax Credit moving down to $1,875 for this last quarter (Q3 2019) before phase out, Tesla reduced the price of the Model 3, now starting at $38,990 very competitively priced! Tesla does not suffer from a demand problem for Model 3. Model S and X sales have matured (14,000 units produced on a single shift operation at Fremont CA). A refresh in the works? Elon says no. But he’s been known to deliver trompe l’oeil (trick of the eye) before.

Why is Tesla Currently Unprofitable?

The simple reason: it has yet to reach economies of scale. In 2019, Tesla has produced a total of 164,186 vehicles, all but 28,000 of which are Model 3s. The auto industry is driven by scale to amortize vehicle development and massive fix costs of production and assembly along with safety and compliance costs. Tesla continues to build toward that future with the launch of the mid-sized Model Y SUV (Fall 2020) and forthcoming Pick Up truck (the largest light duty segment in the US market) while ramping up Model 3 sales in the largest electric vehicle market in the world: China. It’s going to take 500,000+ vehicles produced per year, to drive Tesla to profitability. This is one age-old lesson from the auto industry that Tesla still needs to learn.

Pre-Production Model Y SUV
Concept Rendering for the Tesla Pick Up Truck

Full details of Tesla’s Q2 2019 Financial performance https://ir.tesla.com/static-files/1e70a30c-20a7-48b3-a1f6-696a7c517959


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Ford Makes Good on the Promise of an All Electric F-150

Ford F-150 Electric Prototype Tows 1.25 Million Pounds

Screen grab with Chief Engineer Linda Zhang and F-150 Owners with the All Electric F-150 Prototype

July 23, 2019 – Ford just released a 5:45 video featuring Linda Zhang, F-150 Chief Nameplate Engineer at Ford Motor Company demonstrating the amazing towing capacity of the all electric F-150 by pulling over 1.25+ millions pounds 1,000 feet. The payload was contained in 10 triple decker vehicle rail cars loaded with 42 F-150s representing each model year since the F-150 launched in 1976. Here’s the YouTube link: https://youtu.be/bXFHgoon7lg. As I shared in my June blog post Reflections on All Things EV https://atlantaevdc.com/2019/06/09/reflections-on-all-things-ev/, light duty trucks are the game changer for the EV industry. Ford is #1 in light duty vehicles and they clearly intend to extend that with electric light duty trucks! But capable competition from GM, RIVIAN and Tesla will both challenge Ford and expand the market for all-electric light duty vehicles. it’s gonna get interesting!


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July 2019 Metro Atlanta Electric Vehicle Headlines

A 3 minute read for Battery, Vehicle and Charging Station News

#1 – Georgia Public Service Commission Approves Pilot for Used EV DC Charging Station Power

Nissan Leaf Battery Pack

July 16, 2019 – The Georgia Public Service Commission signed off on commissioner Tim Echols’ proposal to have Georgia Power and the commission work together to explore whether used batteries from electric vehicles could be re-purposed for fast-charging EV stations. Echols said there is an excess of partially-used products, particularly Nissan Leaf batteries, that still have a lot of energy left. Using these batteries for a pilot could help expand EV charging availability throughout the state while insulating the grid from electricity demand spikes. “There is no recycling available for these batteries at this time,” Echols said during the meeting. “Given we’re about to approve 80 MW of new lithium-ion batteries, it’s in our benefit to do a pilot program to see if it will work to reuse these batteries for a purpose that benefits the public and our grid and the Georgia community in general.” The program would be capped at $250,000 in costs passed down to ratepayers. ttps://www.spglobal.com/marketintelligence/en/news-insights/trending/UlMh2otzI0d9KO4FwGjEXQ2

#2 – Audi E-Tron Debuts in North Georgia

2019 Audi E-Tron All Electric 208 mile range SUV

July 11, 2019 – Members of the Audi Club of Georgia gathered for their regular club meeting at Audi North Atlanta Roswell and for their introduction and test drive of the new Audi E-Tron SUV with 208 miles of all electric range powered by a 95 kWh battery back and two electric motors mounted on the front and rear trans axles. Die-hard Audi owners (most owned 3+ of the German Marquee) were positively impressed by the instant acceleration, regenerative braking and all of the qualities that make the SUV an Audi.

Charging Port with Push to Open and Close

Re-charging is handled via Level 1 (110-120V), Level 2 (240V ) and DC charging (480V+ with CCS cord) with input rated at 150kW delivering 100 miles of range in 10-15 minutes. Audi is part of Volkswagen of America, whose Electrify America unit is deploying fast charging stations under the Partial Consent Decree. Priced from $74,900 to $90,000 the E-tron is competitively priced to the only large SUV competitor, the Tesla Model X (305-325 miles all electric range). https://www.audiusa.com/models/audi-e-tron

#3 – Electrify America Metro Atlanta Charging Network Cycle 2 Expansion

Electrify America DC Fast Charge Station – WalMart Super Center

July 12, 2019. From Chris Campbell, Secretary EV Club of the South via their FaceBook page:

“Those of you clamoring for DCFC stations on the southside of Atlanta will be happy to read this. Electrify Atlanta will be expanding its presence in metro Atlanta significantly during the “Cycle 2” phase of their long term effort, and they have already reached out to the City of Atlanta and other organizations for guidance. Travis Buholtz [from the City of Atlanta Sustainability EV Infrastructure Fellow] came to our monthly meeting on June 19th and briefly showed us this map of EA’s proposed locations, and he encouraged us to share it. This map is focused on City of Atlanta, generally ITP. So don’t bother pointing out that it’s missing a zillion stations in the suburbs.” https://www.facebook.com/evcots/notifications/

Note Access to EV Club of the South FB Page requires Club approval


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Reflections on All Things EV

Hey all! Sorry for the extended absence from my blog posts. The last 2 years working at ChargePoint have flown by and helped keep me at the forefront of the electric vehicle industry and especially EV charging. In past blog-posts, I’ve covered topics related to EV’s – mostly Tesla – and events in the State of Georgia. Today I want to share my reflections on the state of the electric vehicle industry and where I see it headed over the next 2-5 years. So here goes. Opinions are my own.

What’s Happening with car based EV’s?

EV’s are Still “Fixin’ to Get Ready” to be a Major Force in Light Duty Transportation. While EV’s are breaking the 2% of vehicle sales barrier, they have a very long way to go to become the dominant form of light duty transportation. Why? Because the mass market automotive OEMs (GM, Ford, Fiat, Nissan/Renault) continue to offer niche EV’s in declining car segments in North America and Europe. While the high end lux vehicles are going ‘all in on electric’ (Audi, BMW, Mercedes, Porsche, Volvo) they are still too small to effect a mass scale shift to electrified vehicles. And that leaves Tesla with it’s expensive and relatively narrow line of all electric vehicles to lead the industry and there are not enough cars coming out of Fremont (or Reno in the future) to make that happen.

What About Light Duty Trucks?

What will change all of this in North America? Light Duty Trucks! America is still the land of pick up and light duty trucks. After conducting training meetings in states like Texas and Florida, I got the attention of my audience when I showed a slide of the planned electric pick ups from Ford and GM and new entries from Michigan based Rivian. You start talking to a man about his truck and you are going to get his attention. Light duty trucks are perfect for electrification: remove the engine, drive train, gas tank and install one super large battery (think 150-250 kWh battery pack) and powerful electric motors at each of the four wheels, maintain towing capacity and luxo truck comfort and pricing ($70,000+) and you have the makings of a successful electric light duty truck offering. Fortunately, these vehicles are in the 12-24 month launch time horizon. Light duty trucks: game changer for electrified transportation.

What Role will Commercial Duty EV’s Play? A tremendous one!

A segment of the transportation industry that gets little notice but has a huge impact is commercial fleets. Think over the road tractor trailer trucks and municipal buses. Right now Tesla is in development testing of its Class 8 over the road semi truck with 400 all electric range at 100,000 pounds of payload, UPS is developing its own fleet of electrified delivery trucks. Add to that all electric buses offered by BYD and New Flyer that municipalities nationwide are purchasing for delivery in 6-24 months. Once the public starts seeing medium and heavy duty electric vehicles on the road they might start to be convinced that their much lighter vehicle could be an electric after all. And the charging infrastructure being developed for these vehicles will be massive and have a halo effect on light duty charging station installation growth.

What About Autonomous Driving?

Much digital ink is being spilled over the topic of autonomous driving. From where I sit (behind the wheel of a Tesla Model S Gen 1 MobilEye AutoPilot system in use since October 2015), US roads have a very long way to go to handle Fully Autonomous Driving (Level 5). While Alphabet and Tesla are at the forefront of Autonomous Driving vehicle technology, it is my considered opinion that it is not vehicle technology that limits Autonomous Driving. It is our ever deteriorating road beds, unpredictable weather and roadway lighting conditions, road construction and pedestrians that impede the progress of full self driving. It’s almost as if we’d be better served to create autonomous driving lanes than to try to create technology that can handle trillions of road conditions real time. I fully believe in driver assisted autonomous driving and absolutely love even my basic AP1 features but I am behind the wheel and can take over at a split seconds’ notice.

Will There Ever Be Enough Charging Stations to avoid Range Anxiety?

The answer depends on where and how far you drive. If you have a home charger installed in your garage and you have access to chargers at work or at retail locations where you drive, you will have plenty of charging stations to support your driving needs. With either the ChargePoint or PlugShare Apps you will find thousands of level 2 charging stations in the US and a rapidly growing number in Canada. With home charging, you can always leave your house in the morning on a full charge!

If you are driving between cities and states, then charging becomes more of a challenge and your trip planning skills will be fully used! If you own a Tesla part of the reason you bought it was to access their nationwide network of ‘superchargers’ (120-250kW output stations) or their ‘urban chargers‘ (72kW output) and other than California, you can usually get on a Tesla supercharger. Tesla has also installed ‘destination’ chargers at hundreds of hotels providing level 2 (full charge overnight).

If you own another make/model of EV, you will need to access to DC-Fast Charge networks across the US including: ChargePoint, EVGO, Electrify America, and Greenlots (Shell). You will need an account and network access card for each of these networks and need to know which DC Plug comes with your EV: Asian cars are CHAdeMO and NA/EU cars are CCS (combines a set of DC pins below the AC adapter). Charging session costs vary depending on DC fast charge station local and whether the station owner can charge for electricity (e.g. California) or only by time (e.g. Georgia). Your trip planning skills will be honed finely as you plan your route through DC fast chargers.

That wraps up my reflections on the state of the electric vehicle industry. Have a question or comment, use our comment form at the bottom of this post.

Tesla Model 3 – Four Day Test Drive Review

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Curious about how the Tesla Model 3 performs in everyday driving? Read on!

Atlanta Electric Vehicle Development Coalition

Tesla Model 3 – Four Day Test Drive Review

IMG_2537On my last trip to the Bay area, I was lucky enough to score a rental of a brand new Tesla Model 3 through Turo, the “Air BNB” of personal owner car sharing. Over a four day, 312 mile rental, I had the opportunity to put the Model 3 through its paces traversing the highways and byways of Silicon Valley.  This review continues my first blogpost of the Model 3:  Tesla Model 3 – First Look Inside & Out

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This gallery contains 12 photos


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The 1% Solution – The 99% Reality

The 1% Solution – The 99% Reality

This past August 2017 marked the 5th Anniversary of my transition from “gas to electric” driving, logging about 70,000 miles in either all electric (Nissan LEAF, Tesla Model S) or Plug-In Hybrid Electric (Chevrolet VOLT) vehicles.  In thinking about my life experience as an EV driver, I wanted to share my perspective as the US EV market cracks the 1% mark and the 99% Reality of why I believe that EVs can be the ‘go to’ vehicle for the vast majority of driving circumstances.  [photo: 2013 VOLT on delivery day 8-16-2012]. Continue reading


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Tell Your Representatives to Reduce the Punitive EV User Fee

Tell Your Representatives to Reduce the Punitive EV User Fee
Georgia has the highest EV user fee in the U.S. – let’s fix that!

Reposting from Southern Alliance for Clean Energy – Take Action Now

In 2015, Georgia passed a new user fee on electric vehicles (EVs). This $200 fee (increasing annually) makes EVs the highest taxed vehicles on the road in Georgia. It is negatively impacting adoption and reducing the ability of more Georgians to adopt this new, cleaner technology.

Georgia lawmakers have the opportunity, right now, to help reduce that fee. HB 317 was introduced that will reduce the fee from $200 to $100. While this fee is still higher than many of the other states that impose such a fee, it will reduce the burden to current and future EV owners. Help us keep the pressure on!

Please contact your Representative and the Transportation Committee Chairman (instructions below) TODAY! Time is critical!

Personal emails are more effective than automated emails, so please copy, paste and send from your personal email address. Add your personal story to the sample text provided below.

Follow these steps to TAKE ACTION TODAY:

  1. Email the Transportation Committee Chairman: kevin.tanner@house.ga.gov
  2. Find your legislator here and add them to your email going to the Chairman
  3. Copy and paste the sample text; customize it, especially if you drive an EV!
  4. Hit send!

Dear Representative [Insert Name] and Chairman Tanner,


I am writing to urge you to support HB 317 that would lower the punitive electric vehicle user fee. I drive a (INSERT YOUR EV HERE). I am paying more in road use fees than a pickup truck or an SUV. I agree that a road use fee is fair for an electric vehicle, but the current fee is unfair and punitive.

I currently pay tax on the electricity I use to power my EV, but I am now also paying the $204.20 user (registration) fee plus an additional fee for the Alternative Fuel tag ($35).


EVs are now the highest taxed vehicles on the road in Georgia. It is negatively impacting retention and adoption of electric vehicles and reducing the ability of more Georgians to adopt this new, cleaner technology.

Alternative fuel vehicles are good for the Georgia economy as they are using power generated in Georgia and the dollars stay in Georgia.

Please reduce the user fee and support bill HB 317.

Thank you for your consideration.

Sincerely,

[Insert your name / address]