TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker and becoming a Supporting Member. For more info: Support TMC

Real or imagined competition? Tesla still leads the EV charge

Discussion in 'Future Vehicles' started by Tiger, Mar 17, 2019.

  1. Tiger

    Tiger Active Member

    Joined:
    Oct 31, 2016
    Messages:
    1,077
    Location:
    Estonia
  2. adiggs

    adiggs Active Member

    Joined:
    Sep 25, 2012
    Messages:
    2,320
    Location:
    Portland, OR
    My napkin math on battery demand yields the same answer in batteries as we've already found in BEVs - the more makers of quality BEVs, the better.

    In batteries, when somebody other than Tesla builds a new 50 GWh / year battery manufacturing plant, they don't displace 50 GWh/year of Tesla battery manufacturing consumption - they just provide the world with another 50 GWh/year of batteries, in a world where my napkin math gets me to 500+ GWh/year for the United States in battery demand.


    So like, good - more battery manufacturing plants, more battery chemistry advances, more scale, lower prices, better performing and more reliable batteries. Everybody's boat is going to float and as a TSLA investor, I trust that Tesla is close enough to the leading edge of battery technology that they're going to be earning an outsized fraction of that market.
     
    • Informative x 1
  3. sreams

    sreams Member

    Joined:
    Nov 7, 2017
    Messages:
    722
    Location:
    Sacramento, CA
  4. Brando

    Brando Active Member

    Joined:
    Sep 27, 2016
    Messages:
    2,186
    Location:
    Bainbridge Island, WA
    who might be THE LARGEST battery buyer? yes, TESLA
     

Share This Page

  • About Us

    Formed in 2006, Tesla Motors Club (TMC) was the first independent online Tesla community. Today it remains the largest and most dynamic community of Tesla enthusiasts. Learn more.
  • Do you value your experience at TMC? Consider becoming a Supporting Member of Tesla Motors Club. As a thank you for your contribution, you'll get nearly no ads in the Community and Groups sections. Additional perks are available depending on the level of contribution. Please visit the Account Upgrades page for more details.


    SUPPORT TMC