Tesla Gigafactory Investor Thread

[Cattledog]

Or proceed with Reno regardless and stager a second in SA if the law is changed

I really think they need to do two so that they have redundancy. If some natural or industrial disaster took the solitary Gigafactory offline for an extended period they'd have a near impossible task to meet demand even by going back to past suppliers. Capacity just wouldn't be there. I also think it's a bullish sign that 500K/year cars is not the end game, its a stop on the longer hyperloop of success.

 

[pGo]

Just a thought, could a potential Chinese partner help fund for gigafactory? Tesla will eventually find a strategic partner in China to save on taxes and quickly expand in local markets. Does anybody see this a possibility?

 

[Jack6591]

MIT Review

Will Musk’s Gigafactory Gamble Pay Off? | MIT Technology Review

 

[Bgarret]

Just a thought, could a potential Chinese partner help fund for gigafactory? Tesla will eventually find a strategic partner in China to save on taxes and quickly expand in local markets. Does anybody see this a possibility?

Elon met with Terry Guo on his trip to China. Terry is founder and CEO of Foxconn - the 3rd largest electronics supplier globally after Samsung and Apple (by revenue). Foxconn subsidiaries are already Tesla suppliers and Terry is advocating for a Foxconn partnership to manufacture in China.

http://www.streetinsider.com/Insiders+Blog/Foxconn+Said+to+Lobby+Tesla+(TSLA)+for+China+Production+Lines/9412377.html

Foxconn. Has about $2 Trillion in assets.

 

[wycolo]

San Antonio, TX is nearby Port of Corpus Christi so receiving Li from Chile is easy, although the ships must use Panama Canal.
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[JRP3]

The plan is not to use Li from Chile.

 

[AlMc]

The plan is not to use Li from Chile.

I am hoping Western Lithium Mining Company

 

[JRP3]

Me too :biggrin:

 

[Matias]

Will Musk’s Gigafactory Gamble Pay Off? | MIT Technology Review

This is a good article. Also comments are worth reading.

 

[Madartist]

I am hoping Western Lithium Mining Company

This makes sense to me too. If one of the gigafactories were to be located in Nevada (say Reno area?), it would benefit not only from its proximity to the factory in CA (to reduce shipping costs), but also to a large Li reserve nearby, such as Wester Lithium.

 

[wycolo]

Hmm, a penny stock with a future . . .
--

 

[AlMc]

Hmm, a penny stock with a future . . .
--

Hopefully :wink:

 

[RobStark]

This makes sense to me too. If one of the gigafactories were to be located in Nevada (say Reno area?), it would benefit not only from its proximity to the factory in CA (to reduce shipping costs), but also to a large Li reserve nearby, such as Wester Lithium.

And a potential new cobalt mine in Idaho.

 

[Benz]

Shareholder Letter ER Q1 2014:

"Planning discussions with Panasonic and other potential production and supply chain partners continue to go well and we are pleased with the high interest level in the project."

 

[FredTMC]

Shareholder Letter ER Q1 2014:

"Planning discussions with Panasonic and other potential production and supply chain partners continue to go well and we are pleased with the high interest level in the project."

I want a lot more color on gigaF. TM barely beat their Q1 guidance and didn't raise 2014 guidance. Mgmt had to know the stock would sell off. Give us investors some developments. Announcement Dates of state selection etc... Something / anything...

 

[Benz]

Panasonic signed Letter of Intent.

Joined working team.

YES YES YES

 

[Johan]

GF=30% cost reduction per kWh, possibly more.

 

[Benz]

California is back in the running for the Gigafactory!!!

- - - Updated - - -

California is back in the running for the Gigafactory!!!

"Improbable but not Impossible"

 

[FredTMC]

Panasonic would be the exclusive cell manufacturer inside the giga factory campus. They'd produce 35gwh of cells. Other cell mfgs would supply tesla outside the GF for tesla to make more battery packs/modules. Total output from GF is 50gwh.

This is the details I wanted to see. Very nice tesla. Thank you

 

[mershaw2001]

"it's critical that we have the first giga factory up and going" ... Love it! That would imply the second and third ones will be right behind.