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  1. D

    Tracking Tesla Powerwal/Powerpackl delivery

    Did anyone yet take delivery or have a delivery date on the powerwall/powerpack? Thanks, Daniel
  2. D

    How real are is eos (grid storage)?

    Eos Energy Storage | Technology and Products They claim $160/kWh, 10k cycles (30 years). Zinc Air batteries (don't metal air Li-Ion fall apart?). They seem ready for market quite soon. I'm looking for a catch.
  3. D

    Tesla - SolarCity miscommunication?

    I saw two unrelated posts from potential buyers who want batteries with their solar cells and are confused, because of an issue as described here - Tesla's New Battery Doesn't Work That Well With Solar - Bloomberg Business Let me explain - There were two residential batteries offered by Tesla...
  4. D

    Battery for EV capacity developments

    After giving it some thought, this issues deserves a thread for itself, even though it is tied to BEV competition, which has a thread. If you want to know which OEM's will have a meaningful (say, several 100k EV sales) in the next 5 years you need to talk about battery capacity. So, who is...
  5. D

    Current and upcomming climate change and air pollution related EV policies thread

    There should be a thread dedicated to the changing regulation landscape as a result of climate change and air pollution. Since California and Norway both have such policies, and both are significant markets for Tesla, the importance of incentives and other regulations on Tesla seems quite...
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    The gen 4 Camry level 300+ mi range Tesla

    With the announcement of the discontinuation of the model S60, Tesla made the financially responsible thing, which is also probably good for sales. At the same time, it proved again that people like their long range and performance, and Tesla as a high end OEM has to optimize for...
  7. D

    The big unknown: Will gen 3 be delivered on time?

    There are much more unknowns than knowns at this point, but given the importance of this issue to the long term viability of Tesla, and frankly, depending on the expected timeline for delivery, whether or not Tesla will continue to exist, it's at least worth a thread even at this early stage...
  8. D

    500 mile range Tesla - why not?

    On the one hand I get that this is somewhat of a distraction right now. And it goes against prior statements of Elon. But then if there is a market for it, and I think there is... why not? It should probably wait until Tesla is no longer production limited. But other than that I see no serious...
  9. D

    Is Tesla's next big announcement a new battery option?

    This is the news bit that introduced the speculation - Tesla CEO Elon Musk's Next Big Disruption Isn't a New Car, It's a New Battery – Feature – Car and Driver | Car and Driver Blog They did talk to Bob Rauh, director of business development for automotive and infrastructure at Panasonic...
  10. D

    How long could the model 3 be delayed before Tesla would be in serious trouble?

    The model X was delayed a few years, and Elon mentioned a 'OCD on details of a product', so this is a fair question to ask. My best guess would be that mid 2018 first deliveries would still be manageable, but not much longer. And that is for financial reasons, not due to competition (on the...
  11. D

    Norway article claims: 'BMW: Elon Musk uses us for publicity purposes'

    Using google translation, the article says there is no plan by BMW to buy parts from Tesla, and that the mention of such a negotiation met BMW with bafflement. Original article: http://www.hegnar.no/motor/artikkel527628.ece Is there anyone from Norway who could help asses the reliability of...
  12. D

    Perspectives on Elon's Perspectives

    Quite a bit of Terminator talk lately. At some point it might be considered a distraction. Anyway, working two full jobs I almost expect him to worn out. I invested quite a bit in Tesla, should I be worried?
  13. D

    How will a delay of model X impact share price?

    There are hints that the model X will only be available towards later 2015, and who knows if delays would stop there. This probably affects the bottom line, especially given what it says about what we can expect for model 3. [edit: clarification, It wasn't the intention to just come here and...
  14. D

    A longer range Tesla

    I propose a lobby for a longer range Tesla. This would go a long way to hush much of the criticism of EV's regarding 'range anxiety'. If a Tesla can go 0 - 60 mph in 3.2 sec, why not give up on some performance (and price) to check just how much battery can be stuffed into a sedan? Imagine a...
  15. D

    What is 'D'?

    Best guess is Dual motor model S. I'd be hoping it would be a longer range Tesla though.
  16. D

    2015 deliveries expected to be 100k/yr - what that means for investors

    Based on q2 financial results webcast, accessible from here - Tesla - Events Presentations Key takeaways - 1. Tesla is confident they can meet or exceed guidance for 2014, of 35k/yr. 2. Demand will be roughly split by half for models S and X, and will be roughly 40% US, 40% Asia and 20%...
  17. D

    'Next Gen' battery technology for model 3 speculation

    Any ideas on what are the advances in battery technology Tesla expects for the gigafactory? What exactly is the 'next gen'? I heard speculation on a NCA silicon anode battery. Any ideas?
  18. D

    Can Tesla hit the 35000 a year target in 2014?

    The challenge: If we take deliveries so far - Q1 7535 Q2 7579 And that Telsa expects a similar number to Q2 for Q3, due to plant shutdown, so lets say - Q3 ~7600 This ads up to 12286 cars that need to be delivered in Q3 to meet the 35000 mark. Of course, to answer the question how realistic is...
  19. D

    Economics of guaranteed resale value

    I read recently that the difference between the GAAP and non GAAP earnings (revenue of $858 million vs. $61.9 million loss) was attributed to the guaranteed resale value. I was wondering if there is an estimate for how much this is costing Tesla, and how will this cost look in the future? how...
  20. D

    Ambri liquid metal storage for Solarcity and supercharging stations

    Link to TED talk on the technology: Donald Sadoway: The missing link to renewable energy | Talk Video | TED.com from looking around the web and their website, they are only a year away from deployment, and expect a price point of below 500$/kWh, several times cheaper than any li-ion system. It...
  21. D

    How long until supercapacitors overtake batteries in EVs?

    10 years? 15? Any insights please? Graphene supercapacitors could have to 64 Wh/kg, at which point they are a viable solution if not close to. Graphene Supercapacitors Ready for Electric Vehicle Energy Storage, Say Korean Engineers | MIT Technology Review Also supercapacitors in cars is not...
  22. D

    Phinergy's hybrid lithium-ion / aluminium-air battery

    From reading around, Phinergy (Israeli company) are working on a hybrid lithium-ion / aluminium-air battery concept, where the first few miles will be on the lithium ion battery and then the aluminium-air battery will kick in, giving the car a range of 1100 miles. The catch is that it will need...

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