Are Africa’s latest electric motorcycle battery swapping gains outpacing the world?
Battery swapping for electric motorbikes isn’t new technology, but its adoption rate has proven to be remarkably inconsistent around the world. One of the biggest surprises recently has been one of the places where such technology has grown rapidly: Africa.
Electric motorbike battery-swapping often takes hold in areas where car usage is outnumbered by motorbikes, meaning any advances in electrification have a much bigger impact on the population and the environment. Battery swapping allows an electric motorbike to operate essentially indefinitely, removing the need for recharging stops in favor of simply swapping out a depleted battery for a fully charged one.
Africa certainly doesn’t come up often in conversations around electric vehicle hotspots, but perhaps it should. The continent has quietly become a hub of electric motorcycle activity as multiple homegrown startups expand country by country and bring along a series of battery-swapping platforms.
Spiro, one of the largest players in the African electric motorbike market, counts a ridership of over 12,000 and a total network of at least 600 battery-swapping stations. Those stations have largely been manually run, requiring an employee to perform the swapping operation, but have still racked up over 7 million battery swaps so far.
Now, the company is announcing its first 50 automated battery-swapping stations. These stations use smart cabinets similar to those we have seen from other companies such as Vammo in South America, allowing riders to roll up, authenticate themselves, and then swap their own battery into an empty space for recharging while simultaneously receiving a freshly charged battery.
As Spiro’s CTO Samir Mishra explained:
“Our automated swap stations, paired with Spiro batteries, represent the pinnacle of safety and quality in the EV market. These stations are designed to offer our customers a seamless and secure experience, ensuring that every swap transparently conveys the exact value customers are paying for. The batteries are connected to the cloud around the clock making sure they meet the highest standards of performance and reliability.
At Spiro, we are committed to pushing the boundaries of technology to provide solutions that are not only innovative but also trustworthy, impactful and life-changing, bringing smiles to customers faces by adding a bit more cash to their pocket each day. We are raising the bar for electric mobility across Africa.”
By far the largest users of electric motorbikes in Africa are boda boda operators, or motorbike taxis. These are incredibly common in many African cities and are seen as the quickest way to get around town. In order for those riders to effectively switch to electric motorbikes though, they need a way to operate throughout the day. Battery swapping provides that solution, letting them “refuel” as quickly as a gas station fill-up but without the same harmful emissions – and without as much cost.
So could initiatives like Spiro’s automated battery-swapping stations leapfrog past the rest of the world? Potentially, though it depends on where you look. It’s likely not the case when compared to major competitors like Gogoro’s systems, which dominate in Asia. There’s an argument to be made when compared to electric motorbike battery swapping systems in Europe and South America, where progress exists but isn’t as well developed or proliferated as Gogoro’s technology. However, when compared to some of the most underdeveloped regions of the world such as North America – at least when considering battery swapping – Africa appears to not only hold a sizeable lead but is growing at a much faster rate.
Electrek’s Take
Perhaps one day the United States can look towards Africa and learn a thing or two about efficient, right-sized electric vehicles.
Or, you know, we can just keep crushing people under 8,000 lb electric SUVs on the way to the supermarket. Why mess with what’s working?
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According to a Tesla Semi customer, the electric truck program is suffering more delays and a price increase that is described as “dramatic.”
Tesla Semi has seen many delays, more than any other vehicle program at Tesla.
It was initially unveiled in 2017, and CEO Elon Musk claimed that it would go into production in 2019.
In late 2022, Tesla held an event where it unveiled the “production version” of the Tesla Semi and delivered the first few units to a “customer-partner”: PepsiCo.
More than 3 years later, the vehicle never went into volume production. Instead, Tesla only ran a very low volume pilot production at a factory in Nevada and only delivered a few dozen trucks to customers as part of test programs.
But Tesla promised that things would finally happen for the Tesla Semi this year.
Tesla has been building a new high-volume production factory specifically for the Tesla Semi program in a new building next to Gigafactory Nevada.
The goal was to start production in 2025, start customer deliveries, and ramp up to 50,000 trucks yearly.
Now, Ryder, a large transportation company and early customer-partner in Tesla’s semi truck program, is talking about further delays. The company also refers to a significant price increase.
California’s Mobile Source Air Pollution Reduction Review Committee (MSRC) awarded Ryder funding for a project to deploy Tesla Semi trucks and Megachargers at two of its facilities in the state.
Ryder had previously asked for extensions amid the delays in the Tesla Semi program.
In a new letter sent to MSRC last week and obtained by Electrek, Ryder asked the agency for another 28-month delay. The letter references delays in “Tesla product design, vehicle production” and it mentions “dramatic changes to the Tesla product economics”:
This extension is needed due to delays in Tesla product design, vehicle production and dramatic changes to the Tesla product economics. These delays have caused us to reevaluate the current Ryder fleet in the area.
The logistics company now says it plans to “deploy 18 Tesla Semi vehicles by June 2026.”
The reference to “dramatic changes to the Tesla product economics” points to a significant price increase for the Tesla Semi, which further communication with MSRC confirms.
In the agenda of a meeting to discuss the extension and changes to the project yesterday, MSRC confirms that the project went from 42 to 18 Tesla Semi trucks while the project commitment is not changing:
Ryder has indicated that their electric tractor manufacturer partner, Tesla, has experienced continued delays in product design and production. There have also been dramatic changes to the product economics. Ryder requests to reduce the number of vehicles from 42 to 18, stating that this would maintain their $7.5 million private match commitment.
In addition to the electric trucks, the project originally involved installing two integrated power centers and four Tesla Megachargers, split between two locations. Ryder is also looking to now install 3 Megachargers per location for a total of 6 instead of 4.
The project changes also mention that “Ryder states that Tesla now requires 600kW chargers rather than the 750kW units originally engineered.”
Tesla Semi Price
When originally unveiling the Tesla Semi in 2017, the automaker mentioned prices of $150,000 for a 300-mile range truck and $180,000 for the 500-mile version. Tesla also took orders for a “Founder’s Series Semi” at $200,000.
However, Tesla didn’t update the prices when launching the “production version” of the truck in late 2023. Price increases have been speculated, but the company has never confirmed them.
New diesel-powered Class 8 semi trucks in the US today often range between $150,000 and $220,000.
The combination of a reasonable purchase price and low operation costs, thanks to cheaper electric rates than diesel, made the Tesla Semi a potentially revolutionary product to reduce the overall costs of operation in trucking while reducing emissions.
However, Ryder now points to a “dramatic” price increase for the Tesla Semi.
What is the cost of a Tesla Semi electric truck now?
Electrek’s Take
As I have often stated, Tesla Semi is the vehicle program I am most excited about at Tesla right now.
If Tesla can produce class 8 trucks capable of moving cargo of similar weight as diesel trucks over 500 miles on a single charge in high volume at a reasonable price point, they have a revolutionary product on their hands.
But the reasonable price part is now being questioned.
After reading the communications between Ryder and MSRC, while not clear, it looks like the program could be interpreted as MSRC covering the costs of installing the charging stations while Ryder committed $7.5 million to buying the trucks.
The math makes sense for the original funding request since $7.5 million divided by 42 trucks results in around $180,000 per truck — what Tesla first quoted for the 500-mile Tesla Semi truck.
Now, with just 18 trucks, it would point to a price of $415,000 per Tesla Semi truck. It’s possible that some of Ryder’s commitment could also go to an increase in Megacharger prices – either per charger or due to the two additional chargers. MSRC said that they don’t give more money when prices go up after an extension.
I wouldn’t be surprised if the 500-mile Tesla Semi ends up costing $350,000 to $400,000.
If that’s the case, Tesla Semi is impressive, but it won’t be the revolutionary product that will change the trucking industry.
It will need to be closer to $250,000-$300,000 to have a significant impact, which is not impossible with higher-volume production but would be difficult.
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