Back to cost and other issues, I've been pecking away at costs using a 7,000 cell model.
My quickie maximum cost simulated pack using our known constraint (less than a quarter of the cost of most models) is this -
60kWh Pack
- 4992 cells 3.4aH cells
- 61.1kWh
- $3 Cell Cost
- Pack Cost - $2,500
- Total Cost - $17,476
85kWh Pack
- 7,104 3.4aH cells
- 86.95kWh
- $3 Cell Cost
- Pack Cost - $2,500
- Total Cost - $23,812
This is a maximum price simulation that is consistent with our constraint. Current Trendforce
wholesale price data points to a per cell cost of ~$3 for 3.4aH cells ($0.90/aH) but we've established plenty of reasons to suppose that Tesla is paying less than wholesale price.
If you assume a pack cost of $2,500 (which I am quite comfortable with) the lowest cell cost consistent with our constraints is $2.50, which happens to have been our best guess for 3.4aH cells based on Alibaba prices discussed
up thread (
edit: in the OP actually). That is a per cell cost of ~$205/kWh and a total cost in the ~$233/kWh range under this scenario.
Under those assumptions, every model except the base 85kWh (with no options) has a pack cost under 25% of the cost of the vehicle, which satisfies the constraints discussed by Straubel in the
MIT piece. In addition, the "best case" is broadly consistent with the original
IEK data discussed in the OP as well as a profuse amount of speculation and research.
Therefor, I think a better simulation is this -
60kWh Pack
- 4992 cells 3.4aH cells
- 61.1kWh
- $2.50 Cell Cost
- Pack Cost - $2,500
- Total Cost - $14,980
85kWh Pack
- 7,104 cells 3.4aH cells
- 86.95kWh
- $2.50 Cell Cost
- Pack Cost - $2,500
- Total Cost - $20,260
Edit: marked it up to add links