It's an investment advisory on Tesla but I was wondering if it's realistic or he's just a dreamer.
First question relates to this >>>
The Tesla tri-motor Cyber Truck can hold enough electrical energy to power a home for more than one week. And if you run out, you could drive the truck down to a local supercharger, fill up with electrons, drive home and have power for another week of the utility being shut down. In fire country the tri-motor Cyber Truck will sell like hotcakes once V2G is enabled.
Power a home for more than a week? Is this real? I know it depends on how big a house, etc but scale-wise is it even realistic?
2nd Question >>>
To connect existing cars to the grid, Tesla will need to tell customers that when their battery capacity drops to around 75%, they can simply have the battery pack swapped out for a new million-mile battery pack. The money to be made from V2G is so huge for Tesla that I expect Tesla will tell customers this battery swap will be very low cost or even free of charge.
This I completely doubt. Everything I have heard is that it's very difficult to replace the battery pack on a Tesla - but maybe the Cyber-truck is designed differently?
3rd Q >>>
I also expect this is why J.B. Straubel is opening Redwood Materials to recycle lithium ion batteries. Today, there aren't enough batteries to recycle so opening this company makes no sense (to me). But if Tesla opens V2G to all Tesla vehicles, it will begin to generate a lot of batteries in need of recycling. I think they are building the recycling facility they will soon need, in advance of needing it.
This has always been the down the road reality. One of the main points detractors of EV's has been what to do with all the batteries. And the answer is always if there are enough of them somebody will built a business on recycling them.
4th and last Q >>>
It remains to be learned how much income individuals will be given out of the funds derived from the utilities. A friend with 54kWh of Tesla Power Wall batteries said he is supposed to receive around $100/mo for grid services. This means the Tesla Model Y and 3 would earn around $100 per month, the 100kWh Cyber truck will earn around $200/mo and the tri-motor Cyber Truck will earn around $400/mo.
Again I doubt these are real numbers but if they were I doubt that you could count on them staying this high for the life of the vehicle.
Although if you have a Tesla with a million mile battery, it would make it worth keeping long after if was drivable.
link to article.
https://seekingalpha.com/article/4355640-tesla-v2g-technology-dramatically-increase-demand-and-sales-of-all-models?utm_medium=email&utm_source=seeking_alpha#alt1&mail_subject=tsla-tesla-v2g-technology-could-dramatically-increase-demand-and-sales-of-all-models&utm_campaign=rta-stock-article&utm_content=link-2