🚨 Huge Growth for Battery Swapping Coming!

[@snick111]

Agreed! CATL battery swap is a huge positive for NIO!

[@barr96]

@@snick111 they said the same about the betamax format when vhs was released....

[@nio4128]

CATL and Firefly.....👌😉

[@ors381]

.... and Video2000 (double-sided storage capabilty and picture quality) was actually superior to VHS, but did not conquer the market because of a higher price tag and, possibly, weaker marketing.

[@DailyBeatings]

@@ors381 It was actual the porn industry that made the format popular because VHS tapes had two hours of record time versus one hour for Betamax...🤣

[@heathiswealth6726]

Battery swap is very good for taxi drivers also , so annoying waiting hours for charge when this would be 5 min

[@vardanarakelyan5214]

Nio will be a giant 🎉

[@gwgw-if5se]

You were standing in front of the old town of NanTou, Shenzhen. Welcome to Shenzhen! I'm an Onvo L60 owner. L60 is really a nice car.

[@DONGXiiTheChinaOpportunity]

yes and yes!

[@markwaszczak7516]

When will nio go public in china? That would be a massive catalyst and cash

[@Alberto-xw8vx]

Let's hope Firefly uses the CATL Chocoseb system, and that way they can split RD and expenses in between the two.

[@barr96]

This 👍

[@shihanhe2992]

Yesterday CATL also announced the car manufacturers and models signed up for battery swapping, Firefly is not on the list.

[@trussmonkey5910]

Unlike gas stations, battery swap stations cannot exist in such close proximity due to draw on the power grid. This is why NIO is strategically picking their locations.

[@flukeylukey7559]

I would have thought the swap stations could have a separate big battery that could help run the station or balance the grid, so not much stress on the grid, but supports it.

[@trussmonkey5910]

@@flukeylukey7559 They can, but the max draw of power is substantial.

[@niosanfrancisco]

And GO NIO ! • See you at NIO day Marcel

[@gustavo-1972]

How to get a software job with them?

[@Slaytheday388]

Well this definitely makes battery swap look like it’s the way to go. And if they are using NIO’s patents that’s more profit for NIO.

[@jmnka]

Let’s go Nio

[@Drgnrt]

NIO is all about partnerships, really curious how they solve this CATL/Firefly topic.

[@houfame]

The biggest and most important reason to use battery swapping is the safety of the EV from burning and exploding. Swapping battery at regular interval is like going to battery maintainence regularly.

[@lgguaman]

By far, nio is the only company that exposed and structured swapping effectively, now other companies are starting to do the same, this is very good for Nio. Nio is by far the leader and it has the most effective infrastructure.

[@jenji8944]

It does not make economic sense for Firefly to build its own battery swap stations, this is not just china game, it’s a global strategy, the only way to make it work globally is standardisation!

[@itsptw]

Catl will need Nio tech and software App source code like locations of batt, batt data, numbers of available batt fully charged and updated users and drivers if they are going to swap so that there are available batt etc.. it is a huge and tedious process.. I think CATL will work with NIO for batt swap and using existing softwares and hardware solutions and standardisation.

[@trussmonkey5910]

They are already partners

[@niosanfrancisco]

I wonder if firefly will join Choco? It would be an interesting 🤨 partnership of great companies & advancing swapping

[@Alberto-xw8vx]

Chocofly ❤

[@shihanhe2992]

No, Firefly is not one of the ten models that will join the CATL swapping system.

[@Alberto-xw8vx]

I wonder if Baas model can legally avoid tariffs... 😮

[@SidJoel]

I was wondering the same thing… partially skirt some of the tariff… as the car’s price is lower. Makes sense to me… #blueskycoming

[@peterbarker639]

Really interesting and speculative video. Firefly call is quite thought provoking. Thanks M.

[@juliroyston6512]

Excellent video. Best I've seen in a long time. I appreciate the well thought out speculation and new facts. My conviction has been losing grip but this gives me reason to hold on tighter.😊

[@DONGXiiTheChinaOpportunity]

Wow, thank you!

[@jimmytran511]

Thanks Marcel for a good video. I agreed and like your analogy for Tesla and Battery Swapping. And hope FireFly can have a compatible battery swap with CATL or something like that so we don't have to spend to much money on building swap stations. Looking forward to your videos on Nio's Day. Blue Sky Coming!!

[@allanluu232]

Isn’t this a coincidence that this news comes out days before Nio Day?

[@evanlim7720]

Firefly x Evogo CATL lets go ! 🎉

[@AndreaDeBernardi]

Speculation Nio Target Premium Onvo target Families FF Target: Young Single Women. (but NOT as aggressive as Ora) In this case for FF pitch several benefits of battery swap, for example Safety (stay inside the car) No cables to manage No weather issues (hot cold ettc) Quick so no need for home charging. The can spin the marketing for battery swap in the proper direction based on target audience. I can see Ads target to dads be like "bey your daughter a FF, with battery swap she will safe ettc"

[@AndreaDeBernardi]

and if you own a NIO, combine the payment for battery rental with a cool discount or free swaps or other perks

[@rainerluthershelley5131]

Thank you very much Marcel. Good info here. Good day.

[@benplumlee751]

There are some Taxi services that swap also. I thought there were possibly more of those swap stations than what NIO has. The Taxi station looks similar to a shipping container and is very fast but aggressively lifts the car.

[@vgangi1]

Marcel enjoy your opinion and analysis on NIO, just one critique would be to remove “to be honest with you”. I believe you always are….thanks again

[@DONGXiiTheChinaOpportunity]

awww

[@Poofi3_841]

Dude...common man.

[@Midland_Wolf_71]

Release Tupac..... I knew that cat was still alive.....

[@p53se]

Very important video. Thank you, Marcel!

[@DONGXiiTheChinaOpportunity]

Glad it was helpful!

[@Burgermonster]

Many interesting points. Thank you! 😊

[@DONGXiiTheChinaOpportunity]

Glad you enjoyed it!

[@barr96]

Could NIO be the betamax and CATL be the VHS?

[@flukeylukey7559]

If Nio is not the standard for battery swap it doesn't matter, I think Nio need all the stations for their users, all the other Evs that can swap can use Catl's stations.

[@rajenlimbu-js7oq]

Marcel, great analysis as always. Thank you

[@markwaszczak7516]

Great video

[@DONGXiiTheChinaOpportunity]

Glad you enjoyed it

[@ossit53]

Reaction on the Firefly interview. Swapping as a way to keep your battery optimal rather than as a model for charging. For Western Europe just the right model. We just do charging at home with power from solar panels. And then occasionally score a fresh battery.

[@shihanhe2992]

CATL holds 25% shares of NIO Energy

[@DONGXiiTheChinaOpportunity]

No. You are confusing NIO Power with the Battery Swap Asset Management company. 2 different companies. CATL holds the shares in the later one

[@canismajoris3910]

Segmenting the battery swap models from brand to brand will only increase the complexity of electrification. Standardization is necessary for battery swap stations to be viable. If Firefly and Catl will have their own standards then it will be chaotic and not conducive to the cause.

[@Slaytheday388]

EV Go is the name of the charging network in America 🇺🇸 that’s non Tesla chargers.

[@nio4128]

Thanks Marcel! Have a great day

[@mrhuman-01]

The bigger question is Marcel, when are you gonna open up Patreon again? I regretted to unsubscribe over a year ago or so ago.

[@brettmullin7575]

Interesting thank you.

[@nio4128]

CATL swapstations with Firefly 🤔🤔🤔

[@AliAlizadah-k2k]

Thanks friend

[@gennysax]

EVOGO

[@DONGXiiTheChinaOpportunity]

Yes

[@markwaszczak7516]

Seems like CATL. Mskes waves even after nio is yrs. Ahead of them.why no join nio and be a powerhouse

[@SailingTerra]

why no one joins nio with swap ...

[@trent1615]

CATL is going to steal NIOs swapping model. If CATL can convince all the car companies to go with their model that is obviously not good for Nio. It looks like they are going to win to me. As a battery supplier how hard would it be for them to convince car companies to go with them they could even offer a small discount on the battery to these car companies to be comparable with their stations not Nios. Where are our partners it’s been over a year and a half still no partner cars is this possibly the reason, that they have been convinced to build their cars to be compatible with CATL. I will be a lot less worried if this was standardized but it looks like CATL wants to compete not collaborate and for other car companies to actually make Nio battery swappable eco system obsolete. What I can tell you is car manufacturers won’t build two different battery swappable models. I see a good side to this story but let’s not pretend that there is no downside to NIO. I’m hopeful firefly is compatible with firefly.

[@funnywilliesue]

That is the example shown Nio has no execution, and major car makers using CATL swap stations, Nio has no price advantage for Firefly.

[@markshepperson3603]

The car is kind of ugly.

[@Fliptop95]

Great content Marcel! Swap swap swap it up! 👍👍👍👍 Thanks for the video! Nio 🪨 💪💪💪💪💪💪💪

[@asianfish1]

Is CATL trying to compete with NIO?

[@Alberto-xw8vx]

NIO is a costumer of CATL...