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Anyone wishing to steel-man Toyota's strategy should read their chief scientist's (and former head of DARPA) Gill Pratt's posts:

https://medium.com/toyotaresearch/carbon-is-our-enemy-lets-u...

https://medium.com/toyotaresearch/more-straight-talk-about-t...

> Maximizing the benefit of every battery cell produced requires that we distribute them smartly.

> This means putting them into a greater number of “right sized” electrified vehicles, including HEVs and PHEVs, instead of placing them all into a fewer number of long-range BEVs, like my model X. This is particularly important because presently it is difficult to recycle the kinds of batteries used in BEVs. If we are to achieve carbon neutrality, we must pay attention to all parts of the “3R” process — Reduce, Reuse, and Recycle.

> For example, we hardly ever put gas into our RAV4 Prime PHEV, which has a battery ⅙ as large as our Model X BEV. For the same investment in batteries as our single Model X, five other RAV4 Prime customers could reduce their carbon footprint too.



Hmm, what about BEVs make them more difficult to recycle?

Tesla batteries are made out of individual cells - pretty much ripe for the Reuse in the 3R process.


With the amount of glue holding the cells together, it's only practical to reuse the entire pack (or maybe individual modules).


Depends on how much glue I suppose. I've salvaged plenty of 18650 cells from 'glued' packs. I'd assume that the Tesla batteries aren't a brick of epoxy since they use fluid temperature management that would have to flow around the cells.


When Munro did the teardown, getting to individual cells was pretty destructive. Glue between the cells and the cooling channels, etc. Unless something has changed, his observation was that it would be difficult to salvage them intact.


Thanks for the links. This is a really well written case which relies on an easily swallowed fallacy. The argument is that the main limiter to improvement of batteries is research which needs time, so we shouldn't quickly scale up battery production and end up with suboptimal batteries.

Of course the main way to improve batteries at this point is to make them cheaper, which comes directly from production scale (look at what happened with solar panels). And even if that wasn't the case, while we wait for improved tech before we scale up battery production, we're continuing to dig up and burn fossil fuels.

This reminds me of some of the propaganda spread by fossil fuel companies decades ago. They position themselves as being on the side of environment, and yet the conclusion is always to delay, do more research, and continue with the status quo.


I'm surprised a Toyota chief scientist is admitting to driving a Model X...


That is a good message for the Toyota Corp. actually. Their chief scientist looks left and right to find solutions.

Nothing is worse than a blind entourage.


You can rent cars for a period of time to get familiar with their offering. Owning another mfg. car that you use, signals to most that your own offering is subpar compared to another's in some way. In some things like fast food execs eating at Michelin star restaurants, that's ok. Consumers acknowledge there is a price discrepancy.




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