Showing posts with label EVs_Charging. Show all posts
Showing posts with label EVs_Charging. Show all posts

Tuesday, December 2, 2025

Tuesday -- December 2, 2025

Locator: 49588B.

Google: analysis over at x. Link here. Note: I've never invested directly in Google. I assume some of my managed accounts and ETFs hold GOOG. Market cap: $3.8 trillion. Contributor says GOOG needs to be seen as a $4 trillion market cap company.

EVs: absolutely not unexpected. Link here

Rivian: upbeat analysis. Link here. 

XOM: eyes Lukoil's huge Iraqi oilfield as US sanctions forces sales. 

MU: flashback. Probably one of my best posts on Micron ever. Link here. Recent, link here. Dell. 

****************************
Back to the Bakken 

WTI: $59.20.

New wells reporting:

Wednesday, December 3, 2025: 9 for the month, 132 for the quarter, 716 for the year,

  • 41775, conf, CLR, Rose Federal 3-34H
  • 41774, conf, CLR, Rose Federal 2-34H, 
  • 41222, conf, Phoenix Operating, Marshall 11-2 4H, 
  • 41221, conf, Phoenix Operating, Marshall 11-2 3H, 
  • 41220, conf, Phoenix Operating, Marshall 11-2 1H, 
  • 41138, conf, Phoenix Operating, Marshall 11-2 2H, 
  • 41025, conf, Devon Energy, Helling 16-21 5H, 
  • 36701, conf, BR, Muri 2D-UTFH

Tuesday, December 2, 2025: 1 for the month, 124 for the quarter, 708 for the year,

  • None.

RBN Energy: Targa continues its sour-gas expansion with stakeholder deal. Archived

Few parts of the gas gathering and processing sector have been hotter lately than the Northern Delaware Basin, where crude-oil-focused wells rock also generate large volumes of sour associated gas packed with hydrogen sulfur (H2S) and carbon dioxide (CO2). Targa Resources, already the largest sour gas processor in the Permian, doubled down on that specialty on December 1 with the announcement that it will acquire Stakeholder Midstream, another player in that space, for a cool $1.25 billion. In today’s RBN blog, we discuss the deal and the assets that come with it.

In our recent three-part blog series on sour gas processors in southeastern New Mexico and the counties just east of there in West Texas, we said the Permian’s Northern Delaware is the epicenter of U.S. crude oil production growth, with New Mexico’s Eddy and Lea counties accounting for an astounding 52% of U.S. production growth from 2020-24, a four-year gain of nearly 1 MMb/d in just two counties. That growth, which has continued through the first 11 months of 2025, came as a result of producers like EOG Resources, Devon Energy, Mewbourne Oil, Occidental Petroleum and Matador Resources perfecting their drilling-and-completion techniques and — with their midstream partners — solving the area’s #1 challenge: dealing with elevated levels of H2S and CO2 in much of the associated gas that emerges from many wells there.

We also looked at how high the H2S and CO2 concentrations can be and the approaches midstream companies can use to bring down those levels. Generally speaking, the most effective way to slash H2S and CO2 content in associated gas is to run the gas through a centralized amine treatment facility, then compress the resulting H2S/CO2 mix into a supercritical liquid and inject it into an acid gas injection (AGI) well for permanent sequestration. (A bonus: The CO2 sequestration can provide federal tax credits.)

Sensing a unique opportunity, Targa Resources over the past few years has been expanding its gas gathering and processing presence in the Northern Delaware through a combination of acquisitions and organic growth. Targa, the region’s largest treater of sour gas, currently has a total of 2.3 Bcf/d of centralized amine treatment capacity in the basin, including 920 MMcf/d at its Red Hills sour gas treating and processing complex in southern Lea County (blue triangle near center of Figure 1 below) and 850 MMcf/d at its Bull Moose facility across the state line in Winkler County, TX. The company also has seven AGI wells (brown dots) with the capacity to inject a total of more than 30 MMcf/d of liquefied H2S/CO2.

Monday, August 4, 2025

EVs: Five Charges To Get From Minneapolis, MN, To Chicago, IL -- ICE Does It On A Single Tank of Gas -- August 4, 2025

Locator: 48777EVS.

I honestly did not know these stories still existed. We used to see these stories day in / day out ten years ago, but I thought we well past this stage of EV development. Wow.

From InsideEVs, August 2, 2025:

As noted, it would be unusual for any current gasoline-powered / diesel-powered vehicle on the road today that could not make the trip from Minneapolis, MN, to Chicago, IL, on a single "tank of gas."

But this driver, even before she started out, knew she would have to make several stops in her EV to go that distance.

She needed to charge five separate times on her journey.

After her first stop out of Minneapolis, she still had three more re-charging stops before she reached her destination.

When she began her fully-charged journey in Minneapolis, her infotainment screen indicated that she had one hour and eight minutes of range, before she needed to stop for her first re-charging once on the road.

Are you kidding me?

But this is what's amazing. 

On social media at this "green site," no one was concerned about the 800-lb gorilla in the room (lack of range even on a full charge) but wrote into give advice on how to accomplish the trip with fewer recharging stops.

Okay, so that's exactly how I want to lead my life. Every time I get into my EV with a destination more than a hundred miles away, I need to "crowdsource" advice on how best to make that trip.

LOL.

And that's why EVs are not for me, and that's why it's going to be a long time before "real" EVs become the car of the people.

Having said that, folks love "fake EVs." That's because with their gasoline engines there's no range anxiety and one can get from Minneapolis to Chicago on a single tank of gas. 

I would expect to see this story in a marketing brochure for gasoline-powered muscle cars, not in a "green / EV" media outlet. But this was a feature story in InsideEVs.

My hunch: Ms Erika McEntarfer will fine a welcoming home at InsideEVs where she can make up the numbers as she goes along.

The author of the article, his profile is here.

Saturday, May 31, 2025

Mercedes EV -- May 31, 2025

Locator: 48651EVS.

From the linked article:

The new electric Mercedes-Benz CLA is touted as the next best thing in the EV game. It’s massively efficient and can charge at up to 320 kilowatts thanks to its 800-volt architecture.
You can think of it as a smaller, more affordable Lucid Air.

However, unlike the Air, the new CLA comes with a big charging caveat. It can't use 400V DC chargers.

It all started with a tweet from an EV enthusiast from Norway known as RomingNorway on social media. He posted a screenshot of a section on Mercedes-Benz’s website that said the new CLA can only use 800V DC fast chargers and that the car’s built-in navigation system will only route drivers to compatible stations.

That doesn’t sound like a big deal at first. To take advantage of the lightning-fast charging speeds that the CLA touts, it needs a stall that can deliver 800V. The problem? Most fast chargers in the United States can’t deliver that voltage and are limited to roughly 400V. As a result, the new CLA will be limited to a handful of DC fast chargers, which negates all the technological advancements baked into it.

You can have the fastest-charging EV in the world, but its utility is severely limited if you can’t charge it anywhere. Road trips, at least for now, are out of the question.

This seemed like a mistake, so I got in touch with several people at Mercedes-Benz, both in the United States and in Europe. But it's true: the new CLA EV can’t use 400V DC chargers and can only be recharged at 800V stalls. That said, its ability to charge at home from an AC source is not affected by this rather surprising choice.

“The CLA can’t use 400V DC chargers,” a European Mercedes-Benz spokesperson told InsideEVs over email. “We consciously rely exclusively on pure 800-volt charging technology, where we do not have to make any compromises in charging performance.”

A Mercedes-Benz USA spokesperson added: “While it is not possible to charge at 400V DC charging stations, the Mercedes-Benz navigation with Electric Intelligence leads to the compatible high-performance chargers, where charging with up to 320kW is possible with the new CLA.”

That’s all well and good, but the fact of the matter is that the new CLA will come to the U.S. with a Tesla-designed NACS charging port that's essentially useless. The Supercharger network is the largest in the country, but none can deliver 800V in the U.S. This means that owners will need a CCS1 charging adapter to get juice from 800V stations that aren’t Superchargers and typically only offer CCS1 plugs.

The spokesperson added that this cannot be fixed via a software update, as it is a hardware challenge.

EV charging in America is getting faster and faster; Electrify America's network, for example, is entirely 1,000V already. But this decision will limit where the new CLA can fast-charge in various situations, which will feel like a downgrade to the ownership experience. Mercedes-Benz fitted two charging ports under the same flap—a NACS inlet and a J1772 port for AC charging. That’s a thoughtful design, but for whatever reason, the NACS port, which supports AC charging natively, can’t accept AC on the CLA, making tens of thousands of Tesla Destination Chargers unusable. Instead, American owners will have to rely on J1772 chargers to get their slow charge.

The German automaker is betting it all on charging providers ramping up the deployment of 800V stalls, which has already started happening. Cars like the Lucid Air, Lucid Gravity, Porsche Taycan, Hyundai Ioniq 5, and Kia EV9 all use 800V and higher architectures to boost the charging speeds, so charging companies are catching up to cater to the growing number of EVs that can accept higher voltages.

However, all these other cars can also use older 400V stalls. The charging speeds decrease dramatically compared to using an 800V charger, but it’s still possible to get back on the road in a pinch. In the CLA EV, not so much.
From social media, most recent comment:
I knew it. Mercedes cheaped out and instead of developing a proper NACS port with combined AC/DC support, they separated the two out. So now if you want to charge at a CCS1 charger, which is nearly a complete requirement because there's no Supercharger support, you'll need to use an adapter.

And if you had any thoughts about future proofing your home with a NACS based AC charger, or if you're coming from a Tesla and already have a Tesla home charger, you'll also need an adapter at home too.

One side benefit: we should see CLA EVs leasing for $300 in 2026, just like how you can get an EQE for $550 right now cause no one wants them.

I should also add that Mercedes couldn't figure out Plug and Charge with Superchargers and as a result, they sent out a notification that Plug and Charge would be delayed indefinitely. So as a current Mercedes owner, I'm not surprised they screwed this up too.

EVs -- Headlines, Commentary -- May 31, 2025

Locator: 48650EVS.

Are you kidding me; buying a high-end luxury vehicle to drive between home and Target once or twice a week? Link here.

Real EVs in deep, deep trouble. Americans, Europeans prefer fake EVs.

Even the rich no longer want EVs. This may have finally gotten the attention of manufacturers. 

Volkswagen: European buyers want buttons -- tactile controls -- not screens. I agree wholeheartedly. I can't stand our touchscreen. Requires me to take my eyes off the road -- and at 80 mph that's not a good thing.

Waymo vs Tesla FSD: Waymo is wayahead.

Bill Ford has a warming for Congress on EV batteries: Ford wants to make affordable EVs and lithium-iron-phosphate batteries in the US but its plans are now "in peril."

Ford: actually, Ford has bigger problems than batteries. Look at the opening statement from Bill Ford regarding these LiFePh (LFP) (pronounced "life-y" or 'life-P") batteries:

  • these life-y batteries:
  • skip pricey and hard-to-find materials like nickel and cobalt;
  • they offer reasonable energy density;
  • better stability; and,
  • last far longer.

And then this:

U.S. automakers want to build them here, but they can’t do it without federal subsidies and China’s help. Now, as those subsidies are under the woodchipper, Ford’s joint battery plant with Chinese battery maker CATL in Michigan is on shaky ground. That could spell trouble for its affordable EV plans.

Are you kidding me! Bill Ford says the raw materials are cheap and readily available but yet US automobile manufacturers can't build these batteries without federal subsidies and without China's help.

Hellooooo! Is anyone paying attention? 

Link here.

****************************
Two Headlines From The Same Day -- May 14, 2025

The Mercedes-Benz CLA EV Can't Use Most Fast Chargers In The US (Updated)

  • it's official: the CLA's 800V system doesn't work with 400V chargers. For now, at least.
  • Julian Dnistran
  • link here.
  • link here, also.

The Mercedes CLA EV Will Work With Tesla Superchargers After All

  • Mercedes-Benz backtracked on its original idea of restricting the CLA to 800V DC fast chargers
  • Julian Dnistran
  • link here.

But there's so much more to this story. Wow. And it will explain why Americans are not buying EVs. 

Wednesday, May 7, 2025

Brand New Luxury Mercedes-Benz CLA Won't Be Making Road Trips In The US -- May 7, 2025

Locator: 48603EVS.

Updates

June 3, 2025: another incredibly confusing article. Why voltage matters. From the linked article:

And that's a hurdle. For now, at least. "When Tesla decides to go to their higher-voltage chargers, our vehicles will be able to charge at higher powers there,” Karl Holodnick, engineering manager for propulsion and charging at Hyundai America’s Technical Center, said at the Ioniq 9’s press launch in Savannah, Georgia this month. 

These two voltage levels don’t mesh automatically. So Hyundai built hardware into its vehicles, including the Ioniq 9, that can boost a Supercharger’s 400V connection up to the 800V that its batteries are designed for. Still, that process isn't as quick as using a native 800V charger. The Ioniq 9 can take in far more juice at higher-voltage non-Tesla plugs. 

The SUV is able to pull 237 kW of peak charging power, placing it near the top of the EV market. Hence the quick, 24-minute pit stop. On a Supercharger, it’s limited to 126 kW, Holodnick said. But he said the Ioniq 9 should be able to hit that 126 kW quickly and sustain it for most of a charging session.

A 24-minute pit stop is "theoretical, best case." It assumes the all the chargers are working and that this is no waiting to use a charger.

Original Post

Today: luxury car, Mercedes-Benz CLA cannot use most common fast charger in the US -- link here.

The new electric Mercedes-Benz CLA is touted as the next best thing in the EV game. It’s massively efficient and can charge at up to 320 kilowatts thanks to its 800-volt architecture.
You can think of it as a smaller, more affordable Lucid Air. However, unlike the Air, the new CLA comes with a big charging caveat.
It can't use 400V DC chargers.
It all started with a tweet from an EV enthusiast from Norway known as RomingNorway on social media. He posted a screenshot of a section on Mercedes-Benz’s website that said the new CLA can only use 800V DC fast chargers and that the car’s built-in navigation system will only route drivers to compatible stations.

That doesn’t sound like a big deal at first. To take advantage of the lightning-fast charging speeds that the CLA touts, it needs a stall that can deliver 800V.

The problem? Most fast chargers in the United States can’t deliver that voltage and are limited to roughly 400V.

As a result, the new CLA will be limited to a handful of DC fast chargers, which negates all the technological advancements baked into it.

You can have the fastest-charging EV in the world, but its utility is severely limited if you can’t charge it anywhere. [Well, duh!]

Road trips, at least for now, are out of the question.

This seemed like a mistake, so I got in touch with several people at Mercedes-Benz, both in the United States and in Europe.

But it's true: the new CLA EV can’t use 400V DC chargers and can only be recharged at 800V stalls. That said, its ability to charge at home from an AC source is not affected by this rather surprising choice.

*********************************
EV Charging: The Basics
Exhibit A: Why Folks Don't Want To Buy EVs

Original Post

I know very little about cars or car engines, but when shopping for a new car, all I need to know is mpg. One number. Okay, two: city / highway.
  • I never ask about range
  • I never ask about the kind of pump I need to use
I know nothing about electricity and nothing about EVs, but when shopping for a new car, I need to know:
  • type of connector
  • type of charging station 
  • the size of the tire which affects range
  • range on a fully charged battery (see below)
    • a very cold day
    • a “normal” day
    • a very hot day
  • level charging station: level 1, 2, or 3
  • how long does it take to fully charge the vehicle
  • how do I know when it is optimally charged? What is the optimal charging range?
  • advertised range vs actual range (this is more relevant than you will ever realize until after you’ve bought the car);
This is how I understand it (right, wrong, or indifferent) now. This is how I would explain it to Sophia, subject to editing, correcting, and adding more information as I get a better understanding and as technology, batteries, charging stations evolve over time.

The links:
This is the most important graphic. It doesn't require any understanding of anything; just keep the graphic in you mind. 


What to note in the graph:
  • the left side of the graph/chart: 
  • the charging stations you see in parking lots around town
  • measured in kW (you don't even have to know what a kW is -- just know that's how EV charging station ports are "rated;
  • in the example: one charging port is rated at 7.5 kW; the other charting port is rated at 60 kW
  • some existing ports are now rated higher than 60 kW
  • as time goes on, the ratings will increase in size (power)the right side of the chart:
    • this is your car, your EV
    • when you talk to your dealer or to you friend, you will ask about / talk about the "size of the battery" or the "battery's energy" -- or whatever the phrase is
    • if you don't have much money, the EV you buy will have a battery with a lower energy rating, such as 15 kWh in this example;
    • if you are rich, you will be able to afford an EV with a "bigger battery" -- such as 120 kWh in this example
    • like most things in life (but not golf scores), bigger is better
    • buy the "biggest" EV you can afford
Charging: in the graph above -- 
  • when you pull into a charging station, the greater the rating of the charging station, in this case 7.5 vs 56, the faster you can charge your EV
  • so, why doesn't everyone just plug into the the charging port / station with the higher / highest rating, 56 in this case
  • you can't plug your cheap little EV into a charging station that has too much power for your little pathetic EV
  • so, in the example above, if your pathetic little EV is rated at 15 kWh, it cannot plug into a charging unit with a higher rating. 
  • so, in the example above, you can only plug your 15-kWh-rated pathetic little EV into the 7.5-kW-rated charging port / station
And that's all you need to know.

Except for this, in the graph above: the small print.
In the graphic above, the bigger car rated at 120kWh pulls up to the charging unit rated at 60kW. The car takes a charge for two hours. Two (2) hrs x 60 kW = 120 kWh which is what the bigger car in the graph above is rated. 
So, a "big" car with a rating of 120 kWh can be fully charged in two hours if plugged into a charger rated at 60 kW.

If that "big" car with a rating of 120 kWh pulls into a charging station rated at 7.5 kW, it will take .... 120 / 7.5  = 16 hours to fully charge.

Okay, so that's all you need to know.

But there's a lot more one can know if one is interested.

We shouldn't have to say this but an EV rated at 120 kWH can "last longer" (longer range, all things being equal) than a pathetic little EV rated at 15 kWh.
 
*******************************
Charging Stations

Level 1 vs level 2 vs level 3 charging stations
 
Level 1
  • 120 volts — AC
  • your garage
  • absolutely worthless
Level 2
  • 240 volts — AC
  • can be installed in your garage
  • In the Target parking lot
  • at 60 kW, two hours to “achieve” 120 kWh, so four hours to fully charge a soccer mom’s SUV
Level 3
  • 480 volts — DC
  • not at your house, ever

************************
Connectors
 
Connector type: non-Tesla
  • J1772: level 1 and level 2
  • CCS1: level 3
NCAS for all Tesla modelslink here.

***************************
Miscellaneous

Other facts / factoids / opinions / comments:
  • hybrids are fake EVs -- they are the worst thing one can buy in the "EV family" but Ford is now transitioning to hybrids ... more on that later. Ford will sell a lot of hybrids, as well as Toyota will sell a lot of hybrids. That's good for the car companies but bad for you; really bad for the roads (but you won't care about that); and really, really, bad for the environment (again, something you won't care about. You will be happy just knowing that you are part of the EV community).
  • Ford is "going all out" with hybrids. Link here.
  • charging stations prone to “breaking down”; generally, outside of big cities, if the charging station you visit is “out of order,” you are really “out of luck.” If you thought running out of gas is bad, you haven’t experienced the seventh level of hell until you experience a dead battery and a broken charging unit.

 

 

From February 22, 2024:

Locator: 46876EVS.

Part 2 here. Part 3 here. Part 4 here.

This is Part 1.

Mercedes: link here. Just think, if Mercedes, et al, source their lithium from China, their EVs won't qualify for tax credits.



Ferrari: you can do the research, but my hunch is that Ferrari isn't having a stellar year based on EVs, but rather conventional ICEs. Their business is about making fast cars, making money, and not keeping Greta happy.



Rolls Royce:

Ford, Stelllantis, GM: they've all walked back their EV plans. And profits are surging. But look how much they're spending on lithium. Just think, if GM, et al, source their lithium from China, their EVs won't qualify for tax credits.

VW:

Tesla: recently slashed prices on old 2023 models; can't get them sold without slashing prices (speaks volumes); they need to move them, 2024 production models starting to be delivered.

Facts / factoids / observations:

  • EVs are luxury vehicles
  • EVs have been around for a long time and  still struggling;
    • Tesla
      • forgetting about the Roadster, the first Tesla was introduced in 2009
      • three models, not including the rusting Cybertruck, as of 2024
      • three models over fifteen years; prices slashed
  • first adopters have finished adopting
  • automakers are stepping back with regard to EVs

The question is "why?" Why have automakers stepped back from EVs?

Two reasons:

  • folks aren't buying them; and,
  • the margins suck (in fact, most American EVs are being sold at a loss

So, auto manufacturers have two challenges:

  • get folks to buy their cars; and,
  • increase their margins.

Fact:

  • when one is talking margins in the automobile business one is talking $50K+ cars / pickups; and preferably $75K
  • so, we can spend a lot of time talking cost, margins, supply chain, China lithium, etc, but that doesn't interest me
  • what interests me is the second question: other than price, how are auto manufacturers going to get Americans to buy EVs (not as their third car, or even their second car, but their first car and only car(s)?

Why aren't Americans -- other than price -- not buying EVs?

This is what's interesting. No one wants to say the real answer out loud so they make up all these other reasons.

Reasons:

  • range anxiety
  • short range
  • too long to fully charge
    • 30 minutes for a full charge when "on the road" or overnight when home
  • lack of infrastructure: charging points few and far between; when one finds a charging point, a risk of a waiting line; a risk that the charging point is inoperable

So, we can go through a litany of similar reasons why Americans aren't buying EVs, but they're not "reasons," they're excuses.

Excuses:

The Phil LeBeaus of the world and the auto CEOs of the world and EV apologists have a long list of "reasons" why EVs aren't being bought by Americans, but they're simply "excuses."

Even if the range issues and the price issues and the infrastructure issues were all resolved overnight, Americans would not buy EVs to any meaningful degree.

How do I know that?

Look at the stories above regarding Rolls Royce, Ferrari, Mercedes Benz.

If money was to be made in EVs, these manufacturers would be marketing them. Their customers can afford two, three, four or more ICE vehicles and drive their luxury EVs when and where they want -- local and within the 250-mile range.

The fact is, even the rich and famous don't like EVs. And therein likes the problem.

Enough for now. I'll complete this later, but I think folks can connect the dots from here.

But to help those who can't connect the dots, let's say Taylor Swift started an advertising campaign to convince folks not to buy EVs .... 

And then this: imagine a salesman trying to explain charging to a prospective buyer.

But this post just blows me away:

******************************************
Understanding EV Charging

Re-posting.

Locator: 45415B. 

 Updates

December 10, 2023: F-150 Lightning update.

December 10, 2023: EV chargers -- nice update.

August 27, 2023: tech writer for The WSJ buys an EV for the family. The "buying experience" here at "YouTube." Exactly why EVs will not catch on for a long, long time. 

Original Post

I know very little about cars or car engines, but when shopping for a new car, all I need to know is mpg. One number. Okay, two: city / highway.
  • I never ask about range
  • I never ask about the kind of pump I need to use
I know nothing about electricity and nothing about EVs, but when shopping for a new car, I need to know:
  • type of connector
  • type of charging station 
  • the size of the tire which affects range
  • range on a fully charged battery (see below)
    • a very cold day
    • a “normal” day
    • a very hot day
  • level charging station: level 1, 2, or 3
  • how long does it take to fully charge the vehicle
  • how do I know when it is optimally charged? What is the optimal charging range?
  • advertised range vs actual range (this is more relevant than you will ever realize until after you’ve bought the car);
This is how I understand it (right, wrong, or indifferent) now. This is how I would explain it to Sophia, subject to editing, correcting, and adding more information as I get a better understanding and as technology, batteries, charging stations evolve over time.

The links:
This is the most important graphic. It doesn't require any understanding of anything; just keep the graphic in you mind. 


What to note in the graph:
  • the left side of the graph/chart: 
  • the charging stations you see in parking lots around town
  • measured in kW (you don't even have to know what a kW is -- just know that's how EV charging station ports are "rated;
  • in the example: one charging port is rated at 7.5 kW; the other charting port is rated at 60 kW
  • some existing ports are now rated higher than 60 kW
  • as time goes on, the ratings will increase in size (power)the right side of the chart:
    • this is your car, your EV
    • when you talk to your dealer or to you friend, you will ask about / talk about the "size of the battery" or the "battery's energy" -- or whatever the phrase is
    • if you don't have much money, the EV you buy will have a battery with a lower energy rating, such as 15 kWh in this example;
    • if you are rich, you will be able to afford an EV with a "bigger battery" -- such as 120 kWh in this example
    • like most things in life (but not golf scores), bigger is better
    • buy the "biggest" EV you can afford
Charging: in the graph above -- 
  • when you pull into a charging station, the greater the rating of the charging station, in this case 7.5 vs 56, the faster you can charge your EV
  • so, why doesn't everyone just plug into the the charging port / station with the higher / highest rating, 56 in this case
  • you can't plug your cheap little EV into a charging station that has too much power for your little pathetic EV
  • so, in the example above, if your pathetic little EV is rated at 15 kWh, it cannot plug into a charging unit with a higher rating. 
  • so, in the example above, you can only plug your 15-kWh-rated pathetic little EV into the 7.5-kW-rated charging port / station
And that's all you need to know.

Except for this, in the graph above: the small print.
In the graphic above, the bigger car rated at 120kWh pulls up to the charging unit rated at 60kW. The car takes a charge for two hours. Two (2) hrs x 60 kW = 120 kWh which is what the bigger car in the graph above is rated. 
So, a "big" car with a rating of 120 kWh can be fully charged in two hours if plugged into a charger rated at 60 kW.

If that "big" car with a rating of 120 kWh pulls into a charging station rated at 7.5 kW, it will take .... 120 / 7.5  = 16 hours to fully charge.

Okay, so that's all you need to know.

But there's a lot more one can know if one is interested.

We shouldn't have to say this but an EV rated at 120 kWH can "last longer" (longer range, all things being equal) than a pathetic little EV rated at 15 kWh.
 
*******************************
Charging Stations

Level 1 vs level 2 vs level 3 charging stations
 
Level 1
  • 120 volts — AC
  • your garage
  • absolutely worthless
Level 2
  • 240 volts — AC
  • can be installed in your garage
  • In the Target parking lot
  • at 60 kW, two hours to “achieve” 120 kWh, so four hours to fully charge a soccer mom’s SUV
Level 3
  • 480 volts — DC
  • not at your house, ever

************************
Connectors
 
Connector type: non-Tesla
  • J1772: level 1 and level 2
  • CCS1: level 3
NCAS for all Tesla modelslink here.

***************************
Miscellaneous

Other facts / factoids / opinions / comments:
  • hybrids are fake EVs -- they are the worst thing one can buy in the "EV family" but Ford is now transitioning to hybrids ... more on that later. Ford will sell a lot of hybrids, as well as Toyota will sell a lot of hybrids. That's good for the car companies but bad for you; really bad for the roads (but you won't care about that); and really, really, bad for the environment (again, something you won't care about. You will be happy just knowing that you are part of the EV community).
  • Ford is "going all out" with hybrids. Link here.
  • charging stations prone to “breaking down”; generally, outside of big cities, if the charging station you visit is “out of order,” you are really “out of luck.” If you thought running out of gas is bad, you haven’t experienced the seventh level of hell until you experience a dead battery and a broken charging unit.

 

Friday, February 7, 2025

EVs -- Long Update -- It's Much Worse Than Folks Are Letting On -- February 7, 2025

Locator: 48504EVS.

Updates

February 10, 2025: Ford CEO -- Trump tariffs would wipe out billioins in profits if they're long-lasting. Link here. A must read. More than just about tariffs.

February 10, 2025: Ford expects mounting EV losses this year. Link here: https://www.foxbusiness.com/markets/ford-expecting-mounting-ev-losses-year.

February 10, 2025: Ford stock down 8% during week ending February 7, 2025; great summary here.

February 10, 2025: GM is slowing down EV production in Mexico per Honda's request. Link here.

February 8, 2025, less than a day after updating current EV situation, we get this from Trump (as expected and "forecast" below), link here

Original Post

Some months ago I said I wasn't going to blog about EVs any more and explained why. 

But the story is incredibly compelling after Ford's 4Q24 earnings call.

Below the fold: re-posting a long post on EVs from last month.

Now, googling VW EV losses:

  • crisis? VW warns of closures and job losses amid EV struggles;
  • today: Tesla lost ground to VW, SEAT in EU's top electric car market, BNN Bloomberg;
  • holy mackerel, today: Volkswage cancels ID.7 EV for North America amid "challenging EV climate"; link here.
  • today: exclusive -- VW's SEAT boss warns Spanish jobs at risk of China-made EV tariff is not lowered; link here; Reuters.
  • this will be VW's cheapest electric car, but the production model isn't coming until 2027; the concept debuts next month (March, 2025); link here.
  • last October: VW's state-of-the-art EV plant spirals toward collapse; link here;
  • Fortune: electric mobility has "won the race" but VW hits brakes on EV strategy; link here.

Other links that caught my attention this morning:

  • Porsche, perhaps the most startling EV story so far today, link here. Just the other day, everything suggested Porsche was all in.

EVs sell well when gasoline prices are high and there's a concern about shortage of oil going forward. Right now, gasoline prices are fairly high but stable; and there's no concern about any shortage of oil going forward. 

Trump has yet to weigh in and we know where he stands on EVs. 

Google California EV sales

The problem with EVs, link here. To the best of my knowledge this has not changed, and this is why EVs will fail:

Original Post
From the blog
, December 10, 2023.

I know very little about cars or car engines, but when shopping for a new car, all I need to know is mpg. One number. Okay, two: city / highway.
  • I never ask about range
  • I never ask about the kind of pump I need to use
I know nothing about electricity and nothing about EVs, but when shopping for a new car, I need to know:
  • type of connector
  • type of charging station 
  • the size of the tire which affects range
  • range on a fully charged battery (see below)
    • a very cold day
    • a “normal” day
    • a very hot day
  • level charging station: level 1, 2, or 3
  • how long does it take to fully charge the vehicle
  • how do I know when it is optimally charged? What is the optimal charging range?
  • advertised range vs actual range (this is more relevant than you will ever realize until after you’ve bought the car);
This is how I understand it (right, wrong, or indifferent) now. This is how I would explain it to Sophia, subject to editing, correcting, and adding more information as I get a better understanding and as technology, batteries, charging stations evolve over time.

The links:
This is the most important graphic. It doesn't require any understanding of anything; just keep the graphic in you mind. 


What to note in the graph:
  • the left side of the graph/chart: 
  • the charging stations you see in parking lots around town
  • measured in kW (you don't even have to know what a kW is -- just know that's how EV charging station ports are "rated;
  • in the example: one charging port is rated at 7.5 kW; the other charting port is rated at 60 kW
  • some existing ports are now rated higher than 60 kW
  • as time goes on, the ratings will increase in size (power)the right side of the chart:
    • this is your car, your EV
    • when you talk to your dealer or to you friend, you will ask about / talk about the "size of the battery" or the "battery's energy" -- or whatever the phrase is
    • if you don't have much money, the EV you buy will have a battery with a lower energy rating, such as 15 kWh in this example;
    • if you are rich, you will be able to afford an EV with a "bigger battery" -- such as 120 kWh in this example
    • like most things in life (but not golf scores), bigger is better
    • buy the "biggest" EV you can afford
Charging: in the graph above -- 
  • when you pull into a charging station, the greater the rating of the charging station, in this case 7.5 vs 56, the faster you can charge your EV
  • so, why doesn't everyone just plug into the the charging port / station with the higher / highest rating, 56 in this case
  • you can't plug your cheap little EV into a charging station that has too much power for your little pathetic EV
  • so, in the example above, if your pathetic little EV is rated at 15 kWh, it cannot plug into a charging unit with a higher rating. 
  • so, in the example above, you can only plug your 15-kWh-rated pathetic little EV into the 7.5-kW-rated charging port / station
And that's all you need to know.

Except for this, in the graph above: the small print.
In the graphic above, the bigger car rated at 120kWh pulls up to the charging unit rated at 60kW. The car takes a charge for two hours. Two (2) hrs x 60 kW = 120 kWh which is what the bigger car in the graph above is rated. 
So, a "big" car with a rating of 120 kWh can be fully charged in two hours if plugged into a charger rated at 60 kW.

If that "big" car with a rating of 120 kWh pulls into a charging station rated at 7.5 kW, it will take .... 120 / 7.5  = 16 hours to fully charge.

Okay, so that's all you need to know.

But there's a lot more one can know if one is interested.

We shouldn't have to say this but an EV rated at 120 kWH can "last longer" (longer range, all things being equal) than a pathetic little EV rated at 15 kWh.
 
*******************************
Charging Stations

Level 1 vs level 2 vs level 3 charging stations
 
Level 1
  • 120 volts — AC
  • your garage
  • absolutely worthless
Level 2
  • 240 volts — AC
  • can be installed in your garage
  • In the Target parking lot
  • at 60 kW, two hours to “achieve” 120 kWh, so four hours to fully charge a soccer mom’s SUV
Level 3
  • 480 volts — DC
  • not at your house, ever

************************
Connectors
 
Connector type: non-Tesla
  • J1772: level 1 and level 2
  • CCS1: level 3
NCAS for all Tesla modelslink here.

***************************
Miscellaneous

Other facts / factoids / opinions / comments:
  • hybrids are fake EVs -- they are the worst thing one can buy in the "EV family" but Ford is now transitioning to hybrids ... more on that later. Ford will sell a lot of hybrids, as well as Toyota will sell a lot of hybrids. That's good for the car companies but bad for you; really bad for the roads (but you won't care about that); and really, really, bad for the environment (again, something you won't care about. You will be happy just knowing that you are part of the EV community).
  • Ford is "going all out" with hybrids. Link here.
  • charging stations prone to “breaking down”; generally, outside of big cities, if the charging station you visit is “out of order,” you are really “out of luck.” If you thought running out of gas is bad, you haven’t experienced the seventh level of hell until you experience a dead battery and a broken charging unit.

********************************
EVs
 From the blog, January 9, 2025.

Link here.

Wow, this was talked about on the blog years ago -- how this would absolutely devastate the automobile industry -- trapped between the California mandates and the reality almost everywhere else. The Obama/Biden legacy/reputation, with regard to EVs, will go the way of Angela Merkel in Germany.

The years just keep getting warmer. I mean this facetiously. At first, the U.S. National Oceanic and Atmospheric Administration told us 2016 was 0.94 degree warmer than the 20th-century average. Then the agency raised its estimate by several steps to 1 degree in 2020 before dropping it back to 0.99 perhaps under Trump influence. With Democrats back in charge under President Biden, 2016 started getting warmer again, reaching 1.03 degrees in 2023. The latest NOAA chart shows it 1.04 degrees warmer than the baseline.

Consider it a small evidence of what David Samuels, in a widely noted article, calls the legacy of Obama-era “permission structures.” By permission structures, he means a “whole of society” strategy of pressure and subtle bullying to force buy-in of Obama goals. I hit on a similar formula in 2012 when I explained that Mr. Obama imposed his will by giving voters “permission to think highly of themselves for thinking highly of him.”

One residue, which NOAA obviously participated in, was the permission structure behind today’s gathering boondoggle created by Obama-era mandated investment in electric vehicles.

A feature Mr. Samuels stresses is an Obamaesque ability to substitute new, instantly embraced ideas for old, instantly embraced ideas. In his first two years, Joe Biden justified his giant increase in EV subsidies and mandates by citing the “existential risk” of global climate change. Then that argument was junked overnight. EVs became a “strategic” technology that must be protected from Chinese competition.

Both arguments were nonsense, as I belabored here, yet were seamlessly echoed in the media in turn. Subsidizing green-energy consumption is simply to subsidize energy consumption, including fossil energy. EVs are “strategic” only for China, to reduce its reliance on imported oil in anticipation of military conflict with the U.S. For the rest of the world, including the U.S., electric cars are a consumer technology, albeit a fast-emerging and promising one. Sensibly, they’re also a technology that should have been left to consumers and carmakers to adapt and develop without distorting handouts and mandates.

The result is finally in view: a colossal self-destruction of the Western auto industry, with Germany’s at the forefront. Volkswagen is in a panic about Chinese competition to the money-losing EVs that Berlin forces the company to sell. Germany’s export-led economy is in free fall. Its bellwether auto giant, VW, is pursuing its first-ever domestic factory closures and layoffs.

Likewise, Ford CEO Jim Farley sees his company’s survival in the U.S. threatened by Chinese EVs given the tens of thousands of dollars Ford already loses on each of its government-mandated electric vehicles. The author of Germany’s auto mess, Angela Merkel, is now reviled as an unprincipled bandwagon grabber.

Don’t kid yourself.

The same reputational fate is coming for Messrs. Obama and Biden. Mr. Biden’s EV protectionism is America’s admission of defeat. The U.S. went from “Americans must buy EVs to save the planet” to “Americans must be prevented from buying cheap, high-quality Chinese EVs to preserve a government-created domestic boondoggle.”

 Much more at the link.