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

Tesla Gigafactory Investor Thread

Discussion in 'TSLA Investor Discussions' started by teddyg, Sep 10, 2013.

  1. Cattledog

    Cattledog Active Member

    Joined:
    Feb 9, 2012
    Messages:
    2,084
    Location:
    San Antonio, TX
  2. Curt Renz

    Curt Renz Active Member

    Joined:
    Mar 5, 2013
    Messages:
    4,775
    Location:
    Chicagoland
    Keep in mind that a person's comments found in individual publications are generally not due to "announcements" planned by the interviewee. They are "responses" to reporters' questions.
     
  3. Robert.Boston

    Robert.Boston Model S VIN P01536

    Joined:
    Oct 7, 2011
    Messages:
    7,844
    Location:
    Portland, Maine, USA
    My guess is that it's a combination of factors:
    • Deep personnel pool in precision engineering & metalwork
    • Generally pro-business environment
    • Excellent transit links
    • Proximity to other auto OEM factories (for delivering batteries)
    • Becoming "part of the club" of German manufacturers to overcome domestic prejudice
     
  4. aronth5

    aronth5 Long Time Follower

    Joined:
    May 8, 2010
    Messages:
    2,356
    Location:
    Boston Suburb
    Not sure if this post belongs in this thread but I ran across an article written earlier this year related to Tesla that summarized the graphite market and some of the leading companies that might produce the anodes that are used in lithium ion batteries.
    Graphite constitutes a significant % by weight of a typical lithium-ion battery compared to other materials so reducing the price is important.
    There have been recent rumors that Tesla will announce fairly soon additional gigafactory partnerships. I wonder if any will be mining suppliers or is it too soon?

    Going Natural: The Solution To Tesla’s Graphite Problem
    http://www.techmetalsresearch.com/2014/03/going-natural-the-solution-to-teslas-graphite-problem/

    Of the three companies the author highlights Northern Graphite located in Ontario just announced an Open Source Battery Research and Testing Facility.
    "The facility will be available on normal commercial terms to any company, including Northern's competitors, provided that all results are made publicly available and shared with the industry"
    http://finance.yahoo.com/news/northern-graphite-creates-open-source-172136013.html
     
  5. chickensevil

    chickensevil Active Member

    Joined:
    Jan 2, 2014
    Messages:
    4,139
    Location:
    Virginia, United States
    I believe the stated reason for using synthetic graphite is because it produces a higher quality cell. So they won't sacrifice quality for price since the quality determines how dense the cell is.
     
  6. Cosmacelf

    Cosmacelf Well-Known Member

    Joined:
    Mar 6, 2013
    Messages:
    6,554
    Location:
    San Diego
    Yes, I don't know why people keep talking about mined graphite. Elon has said that they use synthetic to ensure consistency. It may be one of many reasons why Tesla batteries are so long lived.
     
  7. aronth5

    aronth5 Long Time Follower

    Joined:
    May 8, 2010
    Messages:
    2,356
    Location:
    Boston Suburb
    That may be why we haven't heard much about mined graphite recently. The article was from March 2014 but there doesn't seem to be much written about it since. Thank you for the feedback.
     
  8. Zzzz...

    Zzzz... Member

    Joined:
    Aug 19, 2012
    Messages:
    867
    Location:
    East Asia/Canada
  9. Benz

    Benz Active Member

    Joined:
    Nov 15, 2012
    Messages:
    1,905
    Location:
    Netherlands
    That quote is from Bob Rauh, director of business development for automotive and infrastructure at Panasonic.
     
  10. chickensevil

    chickensevil Active Member

    Joined:
    Jan 2, 2014
    Messages:
    4,139
    Location:
    Virginia, United States
    I really like seeing this from Panasonic's view. The article even notes that we don't get a glimpse into this relationship from Panasonic's view very often. It helps validate that Elon isn't just blowing smoke and also shows that Panasonic seems to really care about working with Tesla on this project.
     
  11. favo

    favo P3D+ owner

    Joined:
    Apr 5, 2012
    Messages:
    983
    Location:
    Durham, NC
    That quote is just an excerpt from the Car & Driver blog (author Eric Tingwall). Presumably, he talked to someone at Tesla.
     
  12. aznt1217

    aznt1217 Active Member

    Joined:
    Aug 27, 2012
    Messages:
    2,501
    Location:
    New York, NY
  13. aronth5

    aronth5 Long Time Follower

    Joined:
    May 8, 2010
    Messages:
    2,356
    Location:
    Boston Suburb
  14. LakeForest

    LakeForest Member

    Joined:
    Aug 16, 2012
    Messages:
    161
    Over in the "Tesla Motors" section Gigafactory thread there are pictures of the steel frame going up in case you only live in the investor threads.....
     
  15. RobStark

    RobStark Well-Known Member

    Joined:
    Jul 2, 2013
    Messages:
    9,081
    Location:
    Los Angeles
  16. ScepticMatt

    ScepticMatt Member

    Joined:
    Nov 5, 2014
    Messages:
    453
    Location:
    Austria
    Looks like the two story steel structure is roughly 1/4 the size of the full factory.
    I.e this is one of the "modules" they were talking about.
     
  17. chickensevil

    chickensevil Active Member

    Joined:
    Jan 2, 2014
    Messages:
    4,139
    Location:
    Virginia, United States
    See I thought they were supposed to be doing just one floor not two... won't this make the factory 2x the size we were originally expecting? Are they building fewer modules at first to compensate the 2 floors thereby giving them more room off the bat? I am not complaining if this is true, just trying to figure out what the plan is.

    So exciting seeing steel go up!
     
  18. RobStark

    RobStark Well-Known Member

    Joined:
    Jul 2, 2013
    Messages:
    9,081
    Location:
    Los Angeles
  19. chickensevil

    chickensevil Active Member

    Joined:
    Jan 2, 2014
    Messages:
    4,139
    Location:
    Virginia, United States
    Looking closer it appears that the second floor height is shorter than the first floor. Maybe they are just going to use the second floor for offices? Which would save space. If this is the case would they extend the second floor across the whole factory or just over a small section? Would throw off the symmetry of the building... and they did say they wanted the building to look good... hrmmm... this has only raised more questions! GAH! Tesla give us some details already.
     
  20. Robert.Boston

    Robert.Boston Model S VIN P01536

    Joined:
    Oct 7, 2011
    Messages:
    7,844
    Location:
    Portland, Maine, USA
    The Fremont factory also has two floors, in some areas. They use the upstairs for battery assembly. Perhaps they're planning something similar here: cell manufacturing downstairs, cell QC and battery assembly upstairs?
     

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