I strongly believe something is going on. I think someone knows some information we don’t. Either the shorts are bailing fast or longs are buying strong or both, but this movement definitely seems like something good is about to happen.
In this podcast Rob interviews someone who works in the semi diesel industry. He does a detailed breakdown of the weight of all of the drive components. He figures that the motor, drive shafts, coollant etc. totals 7,050 pounds. He mentions that s diesel semi need structural strength due to twisting but he doesn’t have a very good idea of the potential weight savings. He and Rob forgot that in his talk in the Netherlands the designer said that their goal is to not have a reduction in payload,, but he did say that if they miss that by a thousand ponds it doesn’t matter and he mentions that the substantial impact of that on the required gravimetric energy density. I believe that it’s clear that Tesla can meet their goal of being close enough without any further major advances in their technology.I have a question:
You have made quite a few posts about the reductions in battery pack weight being an important factor for the M3. I don’t necessarily agree with that assessment. It’s even possible that most of the improvement is due to increased cell energy density. But I think that could be crucial for the Roadster and the semi. Particularly the semi.
Fred said on electrek’s second podcast that the M3 with the 75 kWh pack weighs 300 pounds more than the version with the 50 kWh pack. He said that only includes the cells, not the pack related stuff. I believe that includes (obviously) everything except the pack enclosure, which I believe is a pretty small percentage of the total.
Assuming a 100 kWh pack we have 300 pounds x 4 x 10 equals 12k pounds plus 5-10 percent for the enclosure means a total of 13,200 pounds. A semi tractor carries 200 gallons of diesel which weighs about 1,400 pounds. A typical class 8 semi tractor weighs about 20k pounds plus diesel.
Can you or anyone else determine about how much the Tesla Semi would weigh based on those figures . It seems feasible to me that either with current batteries or current batteries plus a small 5-10% increase in energy density that Tesla has this in the bag. in other words I don’t believe that they need a major advance in battery technology to hit their weight targets.
What do you think? Anyone else who is knowledgeable is welcome to contribute.
I personally think that whenever you see a large rash of FUD towards Tesla, you can expect good news or positive impact on share price shortly after. Those in the know might whisper things in an attempt to depress share price to acquire some more. Just a theory, a crazy one at that.did somebody leak that production hell is over at around 11:15 EST ?
ps: then it turned out to be fake news at 11:50, lol....
No demand problem there!
I personally think that whenever you see a large rash of FUD towards Tesla, you can expect good news or positive impact on share price shortly after. Those in the know might whisper things in an attempt to depress share price to acquire some more. Just a theory, a crazy one at that.
This has to be the best bear trap by far
Haven't seen this kind of positive action in what seems like a hell of a long time!
A lot of their analyst are mainly people that write a story to get clicks. Positive stories never get clicks. If they want to retain subscribers or want to get new subscribers, the best way is to write controversial stories. Also note that a few of the analyst that write negative stories are shorters themselves so it is in their best interest to write horse crap about Tesla even though the company is doing a lot.
TSLA has been pushing upward today in extended spurts accompanied by significant trading volume. That's usually a sign of institutional accumulation. Someone must know something. Eventually we'll learn what it is.