tftf
Member
@tftf
tesla GF is making more GWh of batteries in 2nd half of 2018 than all other battery MF combined globally.
listen to the shrholder meeting, unless you think EM is lying...
so buying off of catl, lg, etc etc is still not going to satisfy ev demand in short term. year(s) will be needed to ramp to the volume tesla is doing
(...)
tesla vs volvo isn’t valid comparison, especially on the valuation premise, cmon.
on the production premise, well we are also told that fremont is ~500k capacity so unless we think he’s lying again...
so the answer is, either a breakthrough in capacity, or china factory online
I like to talk about numbers.
- Solar. Tesla or Tesla execs mentioned annual output at either 10GW, 1 GW and 1-2 GW of solar output (at full ramp). All these estimates were given within a few months in 2016-2017. There’s obviously a huge gap between making 1GW or 10GW per year. So which number is it now?
Source for 10GW:
SolarCity’s solar Gigafactory will produce up to 10 GW/year under Tesla, says Elon Musk
- Batteries. To know if GF1 does more batteries in H2 2018 than all other battery makers worldwide combined I need to know numbers. Did Elon / Tesla give a hard number recently? Is that number for cells or packs?
Let’s use 35 GWh for cells (or 17.5 for half a year, doesn’t matter), the original full ramp plan before further expansions.
I doubt his statement is true based on CATL and BYD (without counting Korean companies) data alone for 2018.
But do let me know a recent number for Fremont with a link etc.
- Fremont capacity (/year). Elon claimed in 2016 that Tesla can easily do up to 1 M cars / year there, now it’s back to 500k again? Which one is it?
Source:
Tesla’s Fremont factory could manufacture up to 1 million vehicles per year, says Musk
So thanks to clarify Tesla’s numbers. As you cna see there are many wide range estimates. Hard numbers would help for comparisons and valuation.
PS: I linked to Electek as a source twice on purpose. Their editor just recently confirmed to me that they have the best reporters covering Tesla.