6 min read

Elon liked our meme βœ”οΈ – Real-world charging data πŸ“Š – Nio to broader market πŸš—

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Keemut report:
How do Tesla owners charge in real life?

A long-time friend of the EV Universe, the data-driven vehicle valuation startup Keemut, has used some of its 38.6 million miles of logged data to provide some insights into the real-world habits of Tesla owners. (link)

Looking at over 100,000 charge events globally, the report found the average Model S owner uses Level 2 charger (<20kW) most from the different types, on about 66% of the sessions:

Model S charging types
Image: Keemut. L1 is 2kW, L2 <20kW and L3 >20kW

The average Model S spent roughly 127 minutes charging on a Level 2 charger, and at a 28 mph average, added 59 miles per charge. The Level 1, which would be a home charger, was used for an average of 424 minutes at 8 mph, adding about 56 miles per charge. On level 3, the owners charged for 26 minutes on average and added 94 miles to the range:

Model S charge times
Image: Keemut. L1 is 2kW, L2 <20kW and L3 >20kW

TL;DR it looks like the L2 is used for these Tesla owners most of the time with about 2 hours at a time. The same information will be likely analyzed and useful for Tesla opening its Supercharger network (if you missed it, we covered the potential SC impact here).

See the full dataset from Keemut for the Tesla models in PDFs here: Model S.pdf, Model 3, Model X. I expect this won't be the last of Keemut's reports. Good stuff.


AmpUp raises capital ⚑

I love celebrating the wins of our friends.

You might remember our podcast (if you can call it that) episode 1 with Ryan and Matt from AmpUp (Shoot the Zap #1 here). We had a good time riffing on EV charging and they've been with the EV Universe from the beginning. You might also remember AmpUp from our coverage of utility-pole mounted chargers in Melrose (link):

Utility Pole charger

The main business direction of AmpUp is providing an easy way to manage electric vehicle charging stations for property owners, utilities, and fleets. We went into this a bit deeper on the podcast, also covering their other, Airbnb of charging approach.

AmpUp now secured more capital, led by leading venture funds like Goodyear, Foothill Ventures, and TechNextus Venture Collaborative. Past investors include YCombinator, Hyundai, SAIC Motor, and iSun.

This came in less than one year after the company's initial seed raise and will go into scaling their operations and technical capabilities.

I'm very happy for you guys. Keep rockin' the charge world.


Confirmed: Elon Musk likes our EV memes

Yes, that's validated now. Mind as well consider him a member of The EV Universe now? I made this meme here, just for a little fun on the Tesla Model Y arriving in Berlin with the decals "Not a Model Y":

And where else to upload it than Twitter, right? I did. People liked it. And at about 1k likes, this one got out of hand.

Elon Musk liked the tweet.

And this put a huge spotlight on it.

If you haven't ever seen the inside numbers of a viral tweet, then here's your chance. This is the amount of coverage this tweet got:

Tweet data

Now as most of you know, I'm not a Tesla fanboy. I acknowledge them as the major moving force of the auto industry, but it'd be weird to say they are the only ones of importance in the EV scene.

I'm very much aware that Tesla has really camouflaged its cars too (just yesterday in India for example), but I couldn't resist a little fun. I love that Tesla is connected to so much geekish humor.

Btw, yesterday I found a tweet from Fortune Magazine in 2015, how the Audi e-Tron was called a Tesla killer back then:

I know Elon can't like this one for obvious reasons. But I also don't get why everyone wanted to 'kill' Tesla. It's the fossil-fueled cars you are ought to kill! ICE-killer sounds way better than Tesla-killer (or the latest, Tesla-fighter).


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πŸ“Ί What I'm watching

  • This Model Y losing its wing. Note this doesn't happen easily, the car would be sounding alarms that the door is still opened while driving.
  • Ford torture testing its Mustang Mach-E:
  • A Rivian factory tour in Normal, IL:

⚑ The Weekly Momentum

  • The US NHTSA opened a probe into Tesla’s Autopilot software, citing the cars’ repeated collisions with parked emergency vehicles over 11 incidents spanning 7 years (link).

    You can disregard the clickbait negative headlines like Tesla cars can't stop hitting emergency vehicles (CNBC). The 11 cases included 2 cases of DUI, 1 of suspended license, 4 cases of driver inattention, and only for of those 4 unknown circumstances (i.e. no police report readily available) (link).
  • A Tesla M3 owner in California failed several DMV driving tests because they argued the car used was assisting the driver too much (link). We'll be seeing more of that, I'm sure. Educating the instructors about automations, regen, etc will take time.
DMV ticket
  • Nio's CEO William Li said they are assembling a core team for a new mass-market EV brand. He also specifically said: "We want to provide better product and service at prices lower than Tesla Inc’s." (link).
  • LG Energy Solutions, one of the major battery makers in the EV industry, signed a 6-year deal with Australian Mines Ltd for 71,000 tonnes of nickel and 7,000 tonnes of cobalt from 2025. That should provide batteries for more than 1.3 million EVs from its customers like Tesla, GM, and VW. (link)

    I have a feeling that a major minerals' race for the battery makers is just getting started. This will be one of the bottlenecks of the whole EV industry that we'll need to solve.
  • 15 EV and AV related stocks were added to the Russell 3000 index, including Lordstown Motors ($RIDE), Arcimoto ($FUV), Fisker ($FSR), Ideanomics ($IDEX), Romeo Power ($RMO), QuantumScape ($QS) and charging networks Chargepoint ($CHPT), Blink ($BLNK) Beam Global ($BEEM) (link). All of these are listed on our stock tracker too.

    An explainer from my friend and market analyst Andre: Inclusion into indexes proves that the companies are doing the right thing and gives them recognition. Secondly, the inclusion creates buying pressure for the stocks, since all the ETF-s following an index have to buy the stock.
  • The Alpha Motors futuretro-looking pickup truck Wolf that we had only seen renders of is set to exhibit at the LA's Petersen Automotive Museum on Aug 24th. The teaser also says production will start in 2023. Wouldn't this one be perfect for the remake of Walker, Texas Ranger:
Alpha Wolf EV
  • We covered last week that Tesla started to allow salvaged Teslas to charge on the SC network again. Looks like it might have been a bug, as they're banned again. (link)
  • Subaru will put $272M into a new R&D center to focus on developing EVs (link).
  • In Russia's Far East, EVs are surprisingly popular thanks to the proximity of Japan where they get cheap used EVs (link).
  • BMW secured $36M from the UK government for a research project into developing a battery pack that can offer a similar driving range to ICEs. The Advanced Propulsion Centre's Collaborative R&D program will fund a total of $126.1M. The biggest recipient was REE with $52.6M for developing the REEcorner platform. (link)

πŸ—―οΈ Something for laughs

What gas drivers think charging an EV is like (30s):


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