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Dark-Fx

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This location doesn't make any sense to me. There are already EA and EV Go chargers in that mall parking lot.
We're gonna need a lot more chargers soon. Malls are pretty popular place to spend an hour.
 

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I didn’t realize they dropped that target after trumpeting it less than a year ago. Site selection etc was last year into now with some build out. EA has will have managed to build 1200 locations by 2026 for $2billion so 600 sites in locations similar to EA and their own equipment should be doable for $1b and that should already be budgeted for otherwise the membership program will be a hard sell.
Yeah they haven't deviated from the 600, it's just going to take longer to get there, because a) it always takes longer than you think and b) they need to spread the investment over a longer time period for cash flow purposes. There's also all of a sudden an explosion of competition for limited supply of parts/materials for the actual hardware.

The membership will sort itself out, even if for some it means they delay paying for it until more charging infrastructure is available where they are/go.
 

zefram47

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Are those chargers often busy?
Not really. When it was only EVGo it was occupied a lot, but since the EA went in I can't say I've seen the EA side full when I've driven by. But really, we need DCFC linking cities, not carpet bombing them. At some place like a mall/restaurant/movie theater we could use more slower chargers like 24-75 kW where people don't need to charge in 15-30 min...they really need more like 2 hours.
 

zefram47

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We're gonna need a lot more chargers soon. Malls are pretty popular place to spend an hour.
That location isn't really along a busy highway corridor or anything either though. It's next to CO-36, but that just links Denver and Boulder rather than it being near I25 or I70. Still nice to see one in the greater Denver metro area, but the location really doesn't make much sense especially with two other networks in the same lot and with the assumption they'll be 300 kW capable. As in my comment above, a location where you'll spend significant time like a mall/theater/restaurant doesn't need the fastest charging available.
 

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Dark-Fx

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That location isn't really along a busy highway corridor or anything either though. It's next to CO-36, but that just links Denver and Boulder rather than it being near I25 or I70. Still nice to see one in the greater Denver metro area, but the location really doesn't make much sense especially with two other networks in the same lot and with the assumption they'll be 300 kW capable. As in my comment above, a location where you'll spend significant time like a mall/theater/restaurant doesn't need the fastest charging available.
Isn't Rivian doing power sharing on their installs at locations like these? I think the 300kW ends up shared between three units.
 
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Autolycus

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It is good to see the comparison with Tesla and Rivian is aiming to be quicker - which they should be than Tesla in 2012 and 2013. If Rivian is to get close to hitting 600 sites by end of 2023 then that is 500 opening next year or 10 per week which seems a lot at the moment.
Rivian is no longer saying they'll get to >600 sites by the end of 2023. That would also be SIGNIFICANTLY more aggressive than Tesla's build-out. Again, to be on a similar trajectory, Rivian needs ~60-65 stations open by June 30, 2023.
 
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Autolycus

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That location isn't really along a busy highway corridor or anything either though. It's next to CO-36, but that just links Denver and Boulder rather than it being near I25 or I70. Still nice to see one in the greater Denver metro area, but the location really doesn't make much sense especially with two other networks in the same lot and with the assumption they'll be 300 kW capable. As in my comment above, a location where you'll spend significant time like a mall/theater/restaurant doesn't need the fastest charging available.
It's close to Boulder and on the way from Denver to RMNP, both are reasonably popular destinations. It looks like they also plan to build stations in Estes Park, Idaho Springs, Ft. Collins, CO Springs, Aurora, and Lone Tree. That'll cover most of the activities and directions heading out of Denver pretty well.
 

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Rivian is no longer saying they'll get to >600 sites by the end of 2023. That would also be SIGNIFICANTLY more aggressive than Tesla's build-out. Again, to be on a similar trajectory, Rivian needs ~60-65 stations open by June 30, 2023.
Thanks, but I hope they would be faster than Tesla in 2012/2013. Also just one year ago before the IPO they set this target. I can understand doing 600 by end of 2024 which is a 50% slippage but only 60-65 by middle of next year would be poor. If true it will affect the rollout of the membership since free charging would be a big benefit.
 
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Autolycus

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Thanks, but I hope they would be faster than Tesla in 2012/2013. Also just one year ago before the IPO they set this target. I can understand doing 600 by end of 2024 which is a 50% slippage but only 60-65 by middle of next year would be poor. If true it will affect the rollout of the membership since free charging would be a big benefit.
We already know of more than 60 specific locations in the works. I’ll bet they beat 60 by end of June, but I’m just saying that’s the pace to match Tesla.
 

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yizzung

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Just saw that Sacramento and Truckee RAN will be operational within the next few weeks according the the AMA on Reddit…
 

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I look forward to the day I can drive from Denver to northern Minnesota using only the RAN network.
 

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I look forward to the day I can drive from Denver to northern Minnesota using only the RAN network.
I don't feel that Rivian providing a continuous string of chargers is important. I would like to see more emphasis on filling the gaps and doing major recreational locations like Moab and Yellowstone. Tesla did these locations early, and they don't even have a real truck/SUV yet.

I also hope that Rivian invests less in projects like Waypoint and the Maasai. Or perhaps use the funds to buy the Maasai an appropriate vehicle like a Lightning work truck.
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