The takeaway I got from this article is that the Imperial system of units (for size of battery in the table above) is truly stupid.
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Short-Term TSLA Price Movements - 2015
- Thread starter Robert.Boston
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I thought the article was pretty good for a general business publication, despite a few errors. The biggest flaw I see is that the article is written (at least at the top) as though success of one kind of battery will displace all other chemistries—it's a race to win! I'm delighted if Ambri has an economic, durable flow battery suitable for large-scale stationary power applications, but with an energy density of 200 pounds/kWh, it has no place in transportation. Tesla's battery tilts the scales at 15.3 pounds/kWh. The SEEO technology looks interesting, but it sounds like it's a good way out from commercial applications. I also doubt that it's really going to be cheaper in 5 years than the Gigafactory's output.
The more interesting question is whether LiIon is really the right chemistry for stationary storage. In some settings weight and size aren't very important, but as we've seen in @wk057's setup, even using Tesla's batteries in a home storage system results in a room-sized installation. In any case, it's good to see serious cash being invested in battery research and development.
The more interesting question is whether LiIon is really the right chemistry for stationary storage. In some settings weight and size aren't very important, but as we've seen in @wk057's setup, even using Tesla's batteries in a home storage system results in a room-sized installation. In any case, it's good to see serious cash being invested in battery research and development.
Another day, another "miracle" battery that claims to be better than Li-ion market leaders Panasonic/Samsung SDI/LG Chem
by misrepresenting current technology and focusing on one area where they are supposedly better.
The Amri cells with a piss-poor 20 Wh/kg energy density and "under $500/kWh" price won't impress anyone after a closer look.
/rant
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Yeah, what`s really disturbing with most of these articles and analyst notes is that they treat drawing board stage, lab test phase, vaporware and real life in production (Tesla) batteries as the same. It`s great they have a battery with molten metal, but let`s get back to it when they put that T1000 into a car.... and keep the metal molten and not weigh a billion tons... Oh, the salt battery? Yeah, with 1/7th Tesla capacity let`s throw that in too.
I asked someone in the power business who had done a serious review last year of storage options. His reply regarding Ambri: "I googled the price of the rare earth metal they were using and it was astronomical and only found in a remote area in China, so I discounted them."
CyberDutchie
Active Member
That article pretty much sums it up--it was a very short note from Adam Jonas. Little bit more forward looking statement on margins:
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Actually, I don't think they reduced their estimate. It says "adjusted" in the note and it might just as well be an increase (have to look it up), because MS has always been quite conservative with their estimates.
FredTMC
Model S VIN #4925
I'm not going to bother getting this note from my broker... Not very happy with AJ at the moment. I find his failure to trust Tesla delivery guidance very disturbing (of him).
Btw: I think you meant "delivery" not "production"
jhm
Well-Known Member
FredTMC
Model S VIN #4925
Thx Robert! I needed a good laugh. Classic
maybe I will read the note. I still just don't get his rationale at releasing an estimate now of deliveries v guidance... Why why why AJ? There are like 3 quarters to go this year! You can't possibly know better than Tesla why they are at 55k guidance.
The only plausible explanation is that tesla revises their guidance.
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It sees the estimate as of 2/20 was 50,100 (47,000 Model S and 3,100 Model X) so 51,000 is an increase at least from that date.
Morgan Stanley's Tesla Analyst Cuts His EPS Estimates But Looks Past The Implications - Forbes
FredTMC
Model S VIN #4925
that would be nice Fred!
it is worth noting, however, that though it was an 11th hour vote, the Maryland Dealer association was behind it, so I guess somewhat expected. apparently GM was pushing to limit Tesla to 2 stores, while dealers had agreed to a 6 store compromise. it's good this got settled in the current legislative session. back to Fred's point, plenty in the media sure covered every follow on natural consequence of Musk's February announcement re light China sales as if it were a completely new story of problems in China (reducing staff, lower numbers in February,...), so, yeah, let's see some media coverage of this good news out of Maryland!
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Quick update about CRS-6, about T-30min from liftoff.
- Weather is looking good for launch (stormy weather nearby so could still change).
- Conditions are fantastic at the drone ship landing site, a (historic) landing will definitely be attempted if the launch happens.
- Weather is looking good for launch (stormy weather nearby so could still change).
- Conditions are fantastic at the drone ship landing site, a (historic) landing will definitely be attempted if the launch happens.
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