They are pretty competitive with PW1. There's no competition to PW2...but PW2 is not yet out.
They have about 2 - 3 month to sell everything they can. They will not be able to sell any after PW2 is out.
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They are pretty competitive with PW1. There's no competition to PW2...but PW2 is not yet out.
You're disregarding the Osborne-effect.They have about 2 - 3 month to sell everything they can. They will not be able to sell any after PW2 is out.
What size do you think this factory in Europe will be? How many GWh and how many cars? Also in what timeframe could this factory be built? They might be faster then with GF1. I expect them to build this factory in Germany, lots of talent, good logistics and most importantly it will be a huge statement and a pie in the face for the German OEMs.
That likely wouldn't factor into it.I think it depends how much of the car needs to be built in the EU to be a EU car.
You're disregarding the Osborne-effect.
and cost?... $5b?... $10b?That likely wouldn't factor into it.
The whole point of the second factory would be to take Tesla beyond ~1 million cars per year. This requires a massive new factory.
I think a slightly conservative figure would be a factory capable of making 500k cars per year in the EU. So, maybe half the size of Freemont, plus a third the size of the Gigafactory 1 (for 50 GWh).
An identical factory could be built in Asia.
I don't think so, when you automated the sh***** out of your fabrics anyway why not monetize on it? Especially in the life sciences space with more and more complex stuff to manufacture like CAR-T cells, TCR cells, IPs cells and so on.
Yes. Maybe calling it the Osborne effect is a bit misleading when it's two different companies, but the point is that LG doesn't have much of a chance selling their products when there's a far superior product two months away.On the LG Chem RESU line?
Probably something like that, yes. Over 3-6 years.and cost?... $5b?... $10b?
In a logical market that would be true. Consumers are dumb. I would say nobody would buy a bolt because its clearly inferior to the Model 3, but people are sure to buy the bolt anyway.They have about 2 - 3 month to sell everything they can. They will not be able to sell any after PW2 is out.
The way Tesla builds its cars, I don't think 'made in' is going to be a problem.I think it depends how much of the car needs to be built in the EU to be a EU car.
Tesla acquires German engineering firm to create ‘Tesla Advanced Automation Germany’can you provide a reference to that snippet?... what I found is this:
"Tesla CTO JB Straubel explained that Tesla has been working with Grohmann in a partnership for the past few months, and found that the teams complemented each other well and were achieving a lot in terms of automation improvements, and determined they could do even more as a combined company."
Yes. Maybe calling it the Osborne effect is a bit misleading when it's two different companies, but the point is that LG doesn't have much of a chance selling their products when there's a far superior product two months away.
The way Tesla builds its cars, I don't think 'made in' is going to be a problem.
They have Tilburg for that.It is for the local price of the model 3. Tesla will likely ramp manufacturing in Europe as opposed to taking many years to build out a complete plant including batteries. So of course they are looking at the minimum for a car to be considered EU manufactured.
I think it depends how much of the car needs to be built in the EU to be a EU car.
They have Tilburg for that.
so between this... the Freemont buildup... scaling out charging stations... finishing the GF... etc.,... they'll have spent about a year's worth of revenue at anticipated TA 2019 outputs... with an additional $10b to $15b in spend on growth over the next 4 years... they'll either take on significant debt or dramatically dilute the stock... or both... and when they've expanded TA to 1m cars/year in 2021... they'll have revs half of BMW today... and a market cap of what?... do you think they'll be delivering 1m cars without a dealership network?... scaling out their service centers to meet 1m/yr demand?Probably something like that, yes. Over 3-6 years.
An identical factory could be built in Asia.