How Tesla Semi's first truck charging stations will be built

What charging stations could cost

A Tesla spokeswoman confirmed that the Fremont, California-based company is working closely with large customers to build Semi charging stations. She declined to comment further on the arrangements or Tesla’s plans for its own truck-charging terminals.

Anheuser-Busch is evaluating installing its own charging equipment for its 40 Tesla Semis at large breweries and other key locations, according to James Sembrot, senior director of supply chain for the St. Louis-based beer maker.

“What was important to us was to make a big investment in this cutting-edge technology and secure our place in line,” Sembrot said.

UPS, too, expects to work closely with Tesla on building on-site charging stations, according to Scott Phillippi, global engineering director for the parcel delivery behemoth. The Atlanta-based company pre-ordered 125 Semis in December.

Grocery chain Loblaw Companies will likely use solar power to juice charging stations for the 25 Semis that it has pre-ordered from Tesla, according to spokeswoman Catherine Thomas. She said Loblaw was considering Tesla as well as “a few other companies” for technology and design.

None of the companies would disclose cost estimates for building their own charging infrastructure.

U.S. transit agencies that operate electric buses provide some clues. A “fast charger” terminal serving six electric buses would cost $249,000, according to a 2016 report from the California Air Resources Board.

But analysts and automotive industry executives said the price tag for commercial truck facilities could easily reach into the millions of dollars, depending on factors such as the number of big-rigs to be recharged, the energy source for the electricity and existing energy infrastructure in a given area.

Tesla faces a ‘naysayer crowd’

Tesla in November unveiled its prototype Semi with the aim of upending the trucking industry. At a splashy event in Hawthorne, California, Musk said the sleek, battery-powered cab could achieve up to 500 miles on a single charge, and be faster, cleaner and cheaper to operate than conventional diesels.

Base prices range from $150,000 to $200,000, according to Tesla’s website, compared to $120,000 for a typical diesel. Companies including Wal-Mart Stores Inc and Sysco Corp plunked down deposits, getting plenty of public relations mileage in the process.

But Tesla’s most obvious potential customers — major U.S. trucking firms — have not jumped on board.

Werner Enterprises Inc, YRC Worldwide Inc, Daseke Inc and Old Dominion Freight Line are among the transport companies holding off pre-orders of the Tesla for now, citing doubts about the Semi’s promised recharge time, range, price and payload capabilities.

Derek Leathers, chief executive of Werner, said he is not among the “naysayer crowd” that doubts Tesla’s ability to produce a viable electric truck.

“I think it’ll happen, I just think their timeline is extremely aggressive,” Leathers said.

Still, a dearth of publicly available charging infrastructure makes electrics impractical for long-haul trucking in the United States and elsewhere.

That is something Tesla’s Musk has sought to address with his plans for solar-powered “megacharger” stations. But he has provided few specifics. At the November Semi unveiling, Musk said “we’re guaranteeing” a 7 cents per-kilowatt-hour price for electricity at the facilities.

That is at the low end of cost figures cited by the U.S. government. Solar power for commercial use costs 9-12 cents per kilowatt hour, or 6-8 cents with a federal subsidy, according to a 2017 report from the U.S. Department of Energy’s National Renewable Energy Laboratory.

Tesla wants to profit off the energy

Customers and industry executives said Tesla intends to buy cheap excess solar power off the U.S. energy grid, store it in enormous battery banks, then profit from selling it to drivers of Semis.

But that strategy carries risks, experts said.

“It’s a departure from being a vehicle manufacturer to being an energy supplier,” said Darren Gosbee, vice president of engineering at Navistar International Corp, which is working to launch an electric medium-duty truck by late 2019.

Ian Wright, a Tesla co-founder who now runs his own company making electric powertrains for industrial trucks, is skeptical that truck charging stations can be a big money maker for Tesla.

He estimated the capital costs for batteries alone would be $15 million for a single station.

“I am not seeing any profit in the energy brokering for Tesla,” said Wright, whose Wrightspeed powertrain venture is based in Alameda, California.

Avots: Autoblog

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