Tesla Gigafactory Investor Thread

[RobStark]

Boston Power is claiming it will have 8 gWh by 2018 from its Chinese factory.

Boston-Power Targets Own Gigafactory


LG Chem only says enough battery cells for 100k BEVs per year.

Koreas LG Chem Constructing Chinese EV Battery Plant

 

[aronth5]

A few still shots taken up close on Feb 5th from the Reno Gazette

http://www.rgj.com/picture-gallery/news/2015/02/05/tesla-gigafactory/22948955/

 

[Fanatic]

Summary

• Tesla's high share price is justified on the basis of rapid, long-term successful growth of their car business.
• Growth of the scale Tesla plans with their Gigafactory is rare, but an interesting and relevant historic parallel does exist.
• Recent pictures of the Gigafactory show the tremendous scale of this project and that it is progressing rapidly.
• Information in Tesla's most recent 10-Q filing gives some insight and Model X news may give more insight into critical Gigafactory progress.

...

This can't possibly be all the factory in that envelope.. The link under suggests that it would be over 3500ft long. That building is huge but not that much.
Tesla Gigafactory: Putting its size into perspective

 

[Fanatic]

From Reddit:
riffraff100214 10 points 4 hours ago
Here's a picture I took of the factory while flying out of Reno the other day. Pretty interesting to see how big it is compared to the other large buildings in the area.
http://i.imgur.com/D78Tvgh.jpg

If we look at this rendering tesla-gigafactory-nevada.png :we see the road leading up to the factory and the road leading away if we compare this to the flight pic you snapped, @doggusfluffy. One could think that it will cover almost all the pad created, the standing steel would just account for like 20% or less of the whole structure. THIS IS SO MASSIVE!

 

[vgrinshpun]

A few still shots taken up close on Feb 5th from the Reno Gazette

http://www.rgj.com/picture-gallery/news/2015/02/05/tesla-gigafactory/22948955/

Interesting links.

According to the linked article the Boston-Power cell density currently stands at 200 Wh/kg. Given that cells used in Model S have 233Wh/kg, and assuming an average 7% per year improvement in density, as well as the fact that Model S is being manufactured since 2012, Panasonic cells designed to Tesla specs are about 5 years ahead of what Boston-Power is offering now (using the formula suggested by jhm). Not bad but Boston-Power needs to increase velocity of innovation for a chance to ever catch up:smile:

 

[dsm363]

It's this thing, I believe:
View attachment 71582

That's it.

 

[Benz]

TESLA TIMELINE: BUILDING A GIGAFACTORY (YEAR 1)

See at the bottom of this link: http://www.rgj.com/story/news/2015/...ity-nevada-gigafactory-technobubble/22998527/

 

[JRP3]

Work begins on a 1,600-square-foot shell building at a cost of $200,000.

I think they are missing some zeros there, unless they are talking about a different building than what was pictured.

 

[chickensevil]

I think they are missing some zeros there, unless they are talking about a different building than what was pictured.

I think the 200k is just the cost of the shell. There were a bunch of contracts floating around and work permits that stated various costs. That might be where that number derives from.

 

[doggusfluffy]

Could they be talking about this? The battery systems building going up at the Tahoe Reno Industrial Center?
Tesla's ripple effect could touch everyone in Reno

 

[ecarfan]

Yes clearly that is what the article is referring to.

 

[JRP3]

Work begins on a 1,600-square-foot shell building at a cost of $200,000.

 

[Krugerrand]

Clearly it's made of gold.

 

[ScepticMatt]

full image from the shareholder letter
... someone forgot to crop the image, lol

 

[Rheazombi]

whose computer is that? They sure look Tesla obsessed. *stares at own revealingly Tesla-obsessed toolbar*

 

[Banahogg]

whose computer is that? They sure look Tesla obsessed. *stares at own revealingly Tesla-obsessed toolbar*

From the email name in the screenshot, I'm assuming it's https://www.linkedin.com/pub/kevin-kassekert/5/49b/473 - internal screenshot for the report that was over-included in the report.

 

[Fanatic]

would be fun to get that username and password now i have to live of what the press gives me in terms of foto and video of the progress

 

[Rheazombi]

would be fun to get that username and password now i have to live of what the press gives me in terms of foto and video of the progress

everyone knows the secret password is MuskRulez1! :tongue:

 

[chickensevil]

We should start a petition to get them to either post a live feed or release updated time-lapse videos every week/month/whatever. I love time-lapse construction videos.

- - - Updated - - -

Oh, and I do love that photo is from the 5th and they put took the screenshot on the 10th! Waiting until the last minute are we?

 

[Robert.Boston]

everyone knows the secret password is MuskRulez1! :tongue:

Silly, that was last month's password. Now it's MuskRulez2 ;-)