Remix.run Logo
maxglute 2 days ago

Big deal for ubiquitous charge and moving away from charge hub model. Stop by any local convenience store and getting topped up in 10 min, no need to even consider detour time, i.e. BYD parterning up with KFC china to add flash charge - KFCs everywhere in PRC. The bigger deal is infra play, battery buffer mitigates grid hotspots (supercharger sites), so drop station in box in more places with less regulatory drama / capex in grid rework. Combining short charge time + ubiquitous/dropin charger combo that makes it work. Removes friction for drivers and much more economical for builders, can replace 60 spot supercharger site with 10 flash chargers. Instead of building out a charging hub, slap a few chargers in some existing retail lots, i.e. charge where you fastfood with minimal of permitting and construction - the hardware are cabinets on concrete ground pad- it's closer to modular appliance like industrial hvac than infra. Potential for proliferation very fast. IMO it's intermodal container moment for charging.

close04 2 days ago | parent [-]

> The bigger deal is infra play, battery buffer mitigates grid hotspots

That's exactly where I flagged the challenge earlier to which you replied that the math is easy.

>> 1500 kWh battery storage + 600kW grid draw + 30kW solar canopy

Just for 2 stalls you need to provide 2MW peak power (e.g. 1MW from the grid and 1MW from the battery), and you need probably at least 2MWh local storage to make sure you can always buffer the load. Add the large solar installation to "trickle charge" that battery. Every KFC needs upgrade works for the grid, the battery, and the solar panels. That's technically possible but financially not too attractive. Transformers are in short supply, construction work to upgrade every one of the lines isn't fast or cheap, and the production capacity isn't there yet to feed to the upgraded grid. That's why I said decades.

China might pull it off because they can steamroll objections and focus on individual topics to push them according to the plan. Can many other countries afford this?