Tesla Battery Investor Day

[Buckminster]

Karen thread on nano wires:
https://twitter.com/enn_nafnlaus/status/1297991874528129024

 

[Buckminster]

Amprius (from 2017)

 

[Thomas Edison]

Sorry if this has been brought up multiple times. Can someone tell me how I can enter the shareholder meeting lottery or if it’s automatic?

 

[jeewee3000]

Sorry if this has been brought up multiple times. Can someone tell me how I can enter the shareholder meeting lottery or if it’s automatic?

2020 Annual Meeting of Stockholders and Battery Day | Tesla

You must apply here.

 

[Thomas Edison]

2020 Annual Meeting of Stockholders and Battery Day | Tesla

You must apply here.

Not sure how to acquire: “a statement of ownership from our transfer agent, Computershare, confirming your stock ownership on July 31, 2020.” This is over my head. Any input would be greatly appreciated.

 

[jeewee3000]

Not sure how to acquire: “a statement of ownership from our transfer agent, Computershare, confirming your stock ownership on July 31, 2020.” This is over my head. Any input would be greatly appreciated.

Call your broker about this. They should be able to help out.

 

[Buckminster]

Slightly updated list of rumours:

Novonix DPMG granules
Dry electrode from Maxwell - allows thicker cathode
Single crystal cathode (Dahn)
Cobalt free
Sila Transition metal free
SilLion nickel rich NMC

Anode
Novonix DPMG graphite granules
Dry electrode from Maxwell
SilLion high loading Silicon
Dahn's Anode free (not coated) and Lithium metal cathode
Silicon nanowires

Manufacture
Hibar
Cell to pack
4070 size
Tesla mining
Tabless electrode

Could Elon announce the purchase of Amprius at BD but state not ready yet?

 

[Buckminster]

Silicon nanowires not happening:

https://twitter.com/elonmusk/status/1298874856210149376

 

[Buckminster]

But tabless electrodes?

https://twitter.com/elonmusk/status/1298880004332412929

 

[Buckminster]

Someone on reddit claims battery day picture is about tabless
The Battery Day teaser is not silicon nanowires. It is a zoomed in view of the conductive elements in the tabless electrode patent. : teslamotors
Significantly reduced interal resistance because there are more pathways for the electrons to flow. This will lead to:
-Faster charging. Like 5x-20x faster! Holy *sugar*!
-Faster discharging. More horsepower out of smaller batteries!
-Less heat generated. Less cooling requirements!
The decreased resistance will also allow for much larger cells. This means much fewer cells. This will result in:
-Decreased cost to manufacture and assemble packs!
-Higher pack density!
-Simpler pack with faster assembly with fewer parts and fewer chances for defects.
The increased contact between the cap and current collector will also greatly increase the cooling capabilities.

With Elon saying it is not Amperius it is likely not silicon nanowires. So maybe Tabless it is?

Old video:

Would be good for Roadster, Plaid, Megacharger etc... The acceleration and charging speeds blows Elon’s mind. Maybe the reason why Supercharger v3 rollout is so slow, they are waiting for v4?

 

[heltok]

Twitter

 

[JRP3]

Glad Elon got out in front of the misinformation.

 

[Ross1]

Novonix is an Australian company, on the stock market:
NVX:AX

What exactly do you think they are doing with Tesla?

 

[JRP3]

We've had some discussion of it in the Resource thread: The Resource Angle
I've bought some shares, and some shares of Talga.

 

[Buckminster]

At Battery Day Elon will talk about "there will be a transformation in the core structural design of the vehicle. It's quite a big thing."

6 mins in.

 

[Buckminster]

https://twitter.com/elonmusk/status/1301948393393012737?s=21

View attachment 584386

Not quite sure what chart Elon is referring to, nor am I positive what "understates by ⅓" means, but I believe he’s saying future improvements to Li-ion can equal the solid-state projections.

Something like 1700 Wh/l and 600 Wh/Kg.

 

[Doggydogworld]

Something like 1700 Wh/l and 600 Wh/Kg.

I think he means regular li-ion (not lithium metal anode) can get close to 400 Wh/kg.

 

[willow_hiller]

Here's something a little fun.

Someone on Reddit threw together a Battery Day Bingo card: Tesla Battery Day Bingo

 

[ZeApelido]

Here's something a little fun.

Someone on Reddit threw together a Battery Day Bingo card: Tesla Battery Day Bingo

Too optimistic?

 

[Buckminster]

The above quote, even though part of a Tesla-vs.-Lucid discussion on technology, got me thinking about the large cast structural pieces and all the news that permeated in recent days (the 8 large HPDC machines to be installed at Giga Berlin, Elon’s comments during his visit there, etc.). Here’s what I’m considering:

What if... a large part of the Model Y/3 underbody (if not all) will be made of just a few large cast Al alloy pieces, with only a few hardened steel beams used for cabin crash protection?

And what if, aside from the obvious advantages of:
1. faster manufacturing (casting a few large parts vs. stamping many steel sheet pieces and welding them together while clamped in place by multiple robots) and of
2. lower weight,

another advantage would be:
3. the cast underframe acting as a large heat sink for the battery pack?

We know that:
- Tesla is moving away from the battery cells-to-modules-to-pack paradigm and towards the cells-in-pack architecture
- the biggest limitation in terms of power output (acceleration and maintained high speeds) and input (charging) for a battery pack is the thermal management
- Tesla recently applied for a tabless cell design, having as a major advantage the much improved cooling rates of the individual cells due to a higher contact surface area between the current collectors and the metal cans (made of Al)
- Finally, Al alloys have a very good heat conductivity coefficient, second only to Cu alloys amongst engineering materials, and about one order of magnitude (oh yeah, I went there!) higher than steels.

So what I’m thinking is, if you use a large cast piece of Al for the subframe and you put it in direct contact with the battery pack, suddenly your passive cooling improves significantly and your active cooling requirements drop dramatically. Which consequently means that you need fewer/thinner liquid cooling channels in the battery pack, and you spend less energy running the active cooling system. And that would match Elon’s comments that Tesla is rethinking the whole structural architecture of the Model Y, and it is directly related to what will be discussed on Battery Day...

Of course, I might be totally wrong. We will find out in less than 2 weeks.