Quite a bit for me to reply to here, apologies if I miss anything, please remind if i do.
Golfcart: Thanks for your deposit! And I completely agree that the cost from Nissan especially for 24kWh just simply doesn't make sense. You may have seen me state that currently we're only committing to like for like replacement for 24 and 30kWh. What's important to note here is both of these variants will be nearly identical, one will simply have more modules installed. Meaning once we get the car/dash to play nice, it's just a matter of installing additional modules. I believe we'll be able to stuff more modules into the pack's space, but the module size, shape, and pack 'adapter' (case and guts) is still being revised as well.
I would love to say we can stuff 40kWh or more in the same space, but it's likely going above 30kWh will require installation outside of the stock pack location. All of this is a very large reason why we're still keeping the hardware under wraps, we're planning some very cool tech and design here, with flexibility and expandability inherent out of the gates. We're building for the LEAF, but the design is intended to be as universal as possible for other applications. Including fixed-storage/home-storage, a very natural product expansion for us, and frankly a much lower engineering challenge than the LEAF.
Marktm: Glad to see the V2G space getting attention here in the US, it really is very disruptive in concept, and surprisingly achievable with today's tech. I'll pm you shortly after I click 'post' here, but feel free to connect with me through john at fenix-power dot com I'm always open to such conversations!
On the net-metering topic, perhaps Mark you may know more here? I've seen some regions (Florida to name one) have some legal challenges that get in the way. For example solar systems have to shut off when the power is out, negating any backup use case. Are there any groups working on getting laws fixed to enable V2G/storage solutions?
powersurge: It looks like your comment was answered by someone else, but I'd like to reiterate. The $200 price point was part of the announcement because we were somewhat caught off guard. We wanted to announce in the spring, and our numbers were still very preliminary. The weekend after the thread here talking about the higher Nissan price point had us scrambling, we had to get our message out quickly, and $200 was a hedge against our uncertainty at that time. The week that followed that announcement had us doing a LOT of research and math to get a better handle on our pricing. We will be charging on a per-unit of battery model, simplest way to think about that currently is per kWh. Though it will actually be per-module, and our modules won't specifically be 1kWh. But for now per kWh is a good approximation. Our revised verbiage is "under $99/mo", and our models look to place us in the range of $2-3/kWh/mo, which is inline with 99 for a 30kWh car. Obviously 24kWh would be proportionally less. I hope that helps understand.
As for getting the government to subsidize your new battery, I anxiously await news on your effort, we would love to take advantage of such a program!
Joeriv: You're absolutely not wrong in your assessments! 1) plug and play is a stated goal of ours, we do not want to modify the car. This is important both for a customer confidence standpoint and for the possibility of returning the vehicle to a stock battery. As an aftermarket supplier, that is targeting a more mainstream customer than those in the custom car space, it's essential that we keep this in mind.
2) Absolutely! We're very cognizant of the opportunity (and it's potentially limited nature) that Nissan is providing us. See above on our focus on creating a universal and adaptable product here. We're starting with the LEAF, but have had interest in expanding to other EVs and plan to. Automakers for years have always avoided supporting cars past warranty or providing upgrades, but that model is shifting. Just having a battery option for an out of warranty LEAF directly from Nissan, at any price, would be completely unheard of just a decade ago. We're keeping a close eye on how the manufacturers are proceeding here, as we're just at the beginning of the past-warranty EV wave. But we're obviously wagering that even with their support, customers will want choice, and we hope to be that option.
3) I applaud your 240k mile Camry, I've not only held only many vehicles for decades, but have a (bad? hah) habit of buying older high mile cars because I've been able to keep them on the road for years and keep my costs low. But that isn't for everyone. What is clear though, is EV longevity is a different animal than ICE. What it will take to keep an EV on the road longer is likely 90% battery, 7% expensive electronics and 3% "usual car failures". (Numbers made up for illustration!) They all won't last forever, but keeping the battery fresh will certainly help quite a bit. And every year a car stays on the road, is one less new car built (and all of the energy/resources that takes.)
4) This has been to court on numerous occasions (cited by others in the thread), consumers have very strong rights in the automotive space when it comes to aftermarket components. An example to look at here is the Jeep Wrangler. Of any new car you can buy, it has the highest probability to be modified within months if not days of being new, yet FCA has to, and does support warranty repair work on it for many years. (Granted, some dealers are better here than others.) There is a cost here though, it also has one of the shortest warranties in the business! That said, the vast majority of our customers will be past-warranty, so this is largely a non-issue. And frankly, to the car, our battery won't look very different, I wouldn't be surprised if people go in for service and the dealer doesn't even notice if they don't crawl underneath! In Jeep's case they take it on a per-issue basis. For example if the differential fails, and the customer has 38" tires, that's an obvious non-warranty repair.
I hope that helps, always open to more questions as well!