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reminds me of this:

err motors frequency != inverter AC "generation" frequency, motor windings will only see few hundreds Hz max.

Calls are almost never exercised earlier, the only early call exercise for me was for VALE and it had dividend at that date.

Isn't current GAAP P/E inflated due tax adjustment last quarter?

You are probably seeing LG vs Panasonic, not regional differences for the same packs.

Update on NordPool: Failure in the cable system on Estonian shoreline

seems higher power EstLink2 was effected Nord Pool - REMIT UMM and the reason why spot prices are quite high today in the Baltics even it's Saturday

IIRC youtubers like Branden Flasch and Kyle Conner were claiming that only 4 cabinets are sharing,1 master with upto 3 slaves

BYD or LG, Berlin doesn't use CATL.

TL;DR cells bought from Munro teardown, nothing new - thick cell casing, no Si in anode, dry coating with teflon of anode. Cathode is called as NMC811 although molar ratio seem 12:1:2... Electrode thickness is quite high so slow charging as expected, I didn't see Cu/Al thickness mentioned. 1rst...

The only small negative side IIRC Bjorn said they uses car speedometer speed not GPS.

re FAST charging Chinese LFP CATL was first: CATL to launch LFP battery with 4C this year | electrive.com then just few days ago SVOLT: SVOLT promises LFP cells with charging rates of up to 5C | electrive.com and now Geely: Zeekr presents LFP battery with fast charging rate | electrive.com...

When talking about future batteries I like to remember this Panasonic PR form 2009 it announced cell which went to Model S and also Silicon anode cell which supposed to appear year later...

Isn't CCS adapter limited to ~350A?

IIRC currently GigaBerlin gets LNG probably via trucks and have it's own regasification on site

Seems Tesla lowered Megapack price: Wartsilla adds EVE as additional supplier to CATL: https://www.wartsila.com/energy/12-09-2023-wartsila-signs-large-multi-year-supply-agreement-with-eve-energy-3323314 EU gas storage is 98% full, but current 98% is like 100% year ago and additional ~2% are...

I haven't checked if GigaBerlin had, but most (all?) auto plants in Europe have 2 weeks off for production during summer and 1(?) week Christmas period

Have you find data how much real world batteries uses Lithium? Your $ numbers seems high even using 2x Lithium compared to minimum for charge transfer.

well there is delivery and most likely Q results difference

and we get rough weight estimate 60-70 000 pounds for 2 semi with small trailer

wow, I maybe ok to throwing some money to hydrogen, but maybe his highness dictator should pay the bill for this one...

This week should exceed what was maximum stored the last year

Model Y already had motors named 4D** for some time

Berlin never used cells from Nevada. It always were complete packs from China with LG cells, not sure about BYD cells or complete packs

IIRC they bought company that makes battery packs because you know they are vertically and horizontally integrated and welds in those packs were defective

There were no Berlin cars with CATL batteries at least according to registrations in Norway, so most likely only BYD LFP which started to appear only this month(?)

In Europe V2 also works with CCS, but it's dual cables... Another possibility maybe V2 won't be available for Ford as due to wrong port location blocking V2 is more problematic than V3 which can redistribute power more flexible so blocking space most likely doesn't affect site throughput limit

I think there is no VAT for NEVs in China, only subsidies are gone from January http://www.chinatax.gov.cn/eng/c101269/c5181783/content.html

My -C170 showed up as expired today

could be LG china 2170 cells assembled in Shanghai or Nevada

I like your idea of S curve, but more like sum of S curves of each model

When? At current spot 164000 CNY price, SR LFP battery needs 600$ worth of lithium just for charge transfer, real life batteries need more lithium (how much have no idea, impossbile to find easily)

M3LRs are now € 49 to 51k +1k for delivery, which we don't know if included or not in LR RWD mentioned price. edit: Belgium seems to have higher prices, so maybe comparing to 53k is logical...

they should do more advertising, doh

IiRC they plan to sell as PPA for electricity and heat for industrial customers so that article is absolutely stupid comparing incomparable solutions

well cabinet power increased by ~8% 430A -> 465A, that's more important than some short peak increase

LFP were introduced at the same time as heat pump refresh, so it helped offset increased weight

it's about 5000 cars/ship and 4 weeks to UK/BE or 3 weeks Koper/SI

Very interesting link by TMC shipping guru...

our shipping guru I think said that Japan is now served form Shanghai. Only Taiwan receives 3 from Fremont and Y from Berlin. The only difference would be charge port type I think Japan version gets NACS while other RHD countries get CCS Type 2 edit: Korea maybe also getting from Shanghai with...

IIRC CATL provides complete pack.

If I'm not mistaken in Europe M3P UpTo 2021 Q2 Fremont cars, Q3-4 Shanghai cars with Nevada Panasonic pack, from 2022 Shanghai with LG pack

Starting 2021 Q3 all Model 3 in Europe were from China, Q1-Q2 had LR from Fremont, but there was battery lottery you could get somewhat smaller LG MIC battery. https://teslamotorsclub.com/tmc/posts/6413243/

except at current spot prices Lithium cost more than Nickel, it doesnt't matter that there is 9 times more Nickel than Lithium in battery if it costs 12 times more.

We know that Panasonic and Tesla will split subsidies, but don't know ratio... Models S/X only will get pack subsidies and LFP packs 0. Lithium rpcie is way higher than 2021 and Musk(?) said they expect on avarage 2023 will have higher than 2022, most likely because spot prices were priced in...

Do note price is for Li2CO3, so only 19% Li.

I think MB main client for that factory https://www.catl.com/en/news/481.html

https://beetle.teslastats.no/ Model Y is about to overtake Beetle as the most sold car in a year record in Norway, 11 to go

what I didn't like is their cell piercing demo because of their construction that way only small part of cell is shorted so it's not equal comparison