Tesla Semi Has Been Busy. Is Being Shown Around to Company Buyers.

Tesla shows off electric semi truck prototype at private event for big customer PepsiCo

As we reported yesterday, a Tesla Semi prototype showed up in Dallas this wee k and now we learn it was for a private event for big customer PepsiCo. A redditor crashed the event and reported back on what happened with some pictures of the vehicle.

From article, (It appears that the Tesla Semi prototype that has been going around the US over the last few weeks might be touring Tesla’s top customers who placed orders for the electric truck.

It was first spotted in St-Louis where it visited Anheuser-Busch, the brewer behind Budweiser who also ordered 40 Tesla Semi trucks last year, and now it went to PepsiCo in Plano, Texas – just outside of Dallas.

Last year, PepsiCo placed one of the biggest orders for Tesla Semi: 100 electric trucks to add to their fleet.

Like with Anheuser-Busch last week, Tesla apparently held a private event for the company to see the electric truck prototype up close.

PepsiCo employee said that the 100 trucks they ordered is “a drop in the bucket” of how many they want to order.

When PepsiCo placed its order last year, Mike O‘Connell, the senior director of North American supply chain for PepsiCo subsidiary Frito-Lay, said that the company, which operates over 10,000 trucks, is currently analyzing what routes are best suited for 

Tesla’s electric trucks in North America but he sees “a wide range of uses for lighter loads like snacks or shorter shipments of heavier beverages.”

At the unveiling event last month, Tesla unveiled two electric truck options with 300 and 500 miles of range.

After Tesla revealed the pricing of its electric semi trucks last month, we learned that the regular production versions for the 300-mile and 500-mile range versions will be $150,000 and $180,000 respectively, while the company is also listing a ‘Founders Series’ version for $200,000.

It means that PepsiCo’s order alone is worth between $15 million and $20 million, but like most of the companies who ordered trucks from Tesla so far, they are just testing the water.

If the economics that Tesla announced at the event turned out to be accurate for the production version next year, they could quickly start to convert their whole fleets to take advantage of the cost of operation, which could apparently make the vehicle pay for itself in about 2 years.)

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Lithium-Silicon Battery Technology is Being Tested, now, in Real World Devices and Should be Available Commercially in 2 years. It will Increase the Amount of Energy Stored by 20-40% in Cell Phones and 10% to 15% in Electric Cars Above Projected Increases from Today's Lithium-Graphite Cells.

Silicon anodes to boost lithium-ion battery capacity within a few years

The main impediment to mass electric-car adoption is price, and the driving force behind that is the cost of lithium-ion battery cells. The performance of those cells improves at about 7 percent a year, give or take: Either the same cell costs 7 percent less after a year, or a carmaker gets 7 percent more energy capacity for the same price.

From article, (The main impediment to mass electric-car adoption is price, and the driving force behind that is the cost of lithium-ion battery cells.

 new developments were summarized Sunday by The Wall Street Journal (subscription may be required). What was pure laboratory research five years ago is now moving closer to production.

The "secret sauce" is the use of anodes made from silicon, rather than the graphite (essentially crystalline carbon) used almost across the board in today's cells.

 Of the two electrodes in every cell, the anode is the one that discharges lithium ions that travel through the electrolyte and are absorbed into the cathode. Charging the cell reverses the process.

Theoretically, silicon could absorb and hold many times the number of lithium ions that carbon can, but limiting that process to prevent destruction of the anode is just one of the many technical challenges to making such cells practical.

Today's graphite anodes blend small amounts of silicon into the carbon to boost range, but most likely 10 percent or less.

The Wall Street Journal piece focuses on several startup companies that claim to be close to production-ready cells with anodes largely made from silicon. Among them are Angstron Materials , Enovix, Enevate, and Sila Nanotechnologies.

Using nanoparticles to ensure the cells have plenty of space for lithium ions to be absorbed without swelling or shattering the anode, those makers claim capacity increases of 20 to 40 percent over the best comparable graphite-anode cells.

Now being tested around the world by dozens of potential customers, these so-called lithium-silicon cells will appear first in small versions used in high-end consumer electronics devices.

The timeline there is expected to be roughly two years, likely meaning early 2020.

But using them in electric cars will require far more durability and stress testing, to ensure they will last not just the two or three years required for a mobile phone but over a vehicle life of 10 to 15 years.

BMW has said it will use cells from Sila Nanotechnologies in a plug-in electric vehicle by 2023. The German luxury maker plans to spend €200 million ($246 million) to establish and staff its own battery-research center for future plug-in vehicles planned throughout the 2020s.

BMW, for example, expects a battery capacity boost of 10 to 15 percent above the increases projected from today's lithium-graphite cells, a company spokesperson told the Wall Street Journal.

As well as reducing the cost of batteries, the greater energy density will allow either longer-range batteries in the same form factor or smaller batteries, giving vehicle designers even greater flexibility to shape and position battery packs for the electric cars of 2025 and beyond.)

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