Novonix (battery tech), on my watchlist, soaring. novonix stock - Google Search Make of this what you will. Seems pretty peculiar...
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I have no idea how the other brands are going to be able to source batteries in any real quantity. Tesla is undoubtedly locking up supply with all the battery makers. Hearing Elon say they will continue to buy as many batteries as they can, while ramping up their own supply is very bullish to me. Not sure why the market disagrees.
I keep going back and forth between selling my 3 when I get the truck or keeping it. If I sell the 3 that will get me closer to owning a Roadster but a ludicrous 3 (or cyber 3) might be enough to put the roadster on the back burner.
Artful Dodger
"Neko no me"
We already saw a report that Panasonic shipped zero 18650 cells to N. America from Japan in August 2020.
"When Cortez arrived in the New World, the first thing he did was burn his ships. As a result, his men were well motivated."
It makes no sense for Tesla to hire 400 people for cell production at Kato Rd unless each of their marginal productivity is at least as good as at GF1/Nevada. That's the implied scale of production.
That workforce implies the Roadrunner line will be capable of 10-12 GWh/yr of bty cells. That's enough for all S/X/R2, not just small numbers of Plaid vehicles.
I look for Tesla to switch S/X production to RR packs as soon as practical, which means weeks or months, not years.
I further expect limited initial Semi production will also tap this cell supply, although its not clear were assembly will happen (thou I do suspect the Semi pilot line to be near the Engineering team). Watch for more tents to 'Sprung' up...
Cheers!
For your sake I sincerely hope your prostate does not begin bearing fruit.
It's not "in development" and he did say that Ludicrous would come to the 3. I had always thought it would simply be a software update to the current P but with the new Panasonic chemistry I wonder.
Electrek - Tesla slashes the price of the Powerpack by 27% on Battery Day
This is interesting, I think.
This is interesting, I think.
I had that and TSLA in my short term account. Hadn't touched the Novonix for months. I was like "WTF is wrong with my P&L". Finally I switched over to Novonix and saw it up 500%. I sold half, read the news, sold the rest. I'll buy back later.
Thank you again for whoever suggested that!!! <3
I thought the report showed a decline in August, and nothing for September. (Of course it also showed nothing for October, so September numbers might not be available yet.)
agastya
Member
Think that was what track mode did along with suspension / traction control, within the confines of what can be done with a 75kWh pack.
I believe there are more things to take into consideration re: structural integrity, chassis performance and aero development when you introduce more performance into the car - so it is simply not a case of adding more kWh to the drivetrain.
MartinAustin
Active Member
It's down to a more sensible (but very UP) level. I wonder if it was a squeeze of some sort?
I also own that stock thanks to The Limiting Factor so thanks Gordon
jhm
Well-Known Member
Nobody ever invents time travel. It just comes from the future.C'mon guys...one day science will come out and say "The pyramids were built by aliens"....and then everyone in this world will finally realize "Elon Musk really invented time travel"
oh boy. "a battery than can charge a million times" -cnbc useless guest
edit: And GM and other competition is coming. HAHAHA
edit: And GM and other competition is coming. HAHAHA
larmor
Active Member
Or just a reality check that manufacturing is hard-- and to get to economies of scale will require alot of engineering and well thought processes. Tech is great, but making durable goods on a mass produced level is much harder. I hope someone will ask about the process for scaling said upcoming tech and existing tech for the cars, batteries, and solar. And I hope someone can ask about the machine that builds the machine-- therein lies the true value.
Yes and no. Squeezing ludicrous max power figure out of that 75kwh pack might be quite difficult. The thing about those bigger packs is higher rate of charge and discharge.
As far as the 3 being a track car it's pretty solid structurally and aero is decent. What's needed is better brakes and pack cooling.
Just reminded the missus that I'll be "in bed late", she said "it's today???!!!"
Didn't tell her I'll likely be drunk, so shhhh...
Last edited:
2330 for those in my time zone.
Why can't Tesla do this stuff earlier, like Apple, which is 18:00 CET for all their events.
gabeincal
Active Member
Would you mind publishing anything more concrete?
Artful Dodger
"Neko no me"
Pfft! How about (in 2023) the owner of that 2013 S85 visits a Tesla mobile bty swap station (beep-beep), and drives out with a car that charges at 250 kW (effectively halving the time spent at a Supercharger)?
Waxed up the spanking machines. They looking good, running good, spanking GREAT.
We will run continuously till Q3 production report.
Good luck all! Hoping that Elons tweets are playing the shorts like the fools they are. I’m sticking to the “insane” tweet as my image of what the world will be like in 6 hours.
Beam me up Scotty
We will run continuously till Q3 production report.
Good luck all! Hoping that Elons tweets are playing the shorts like the fools they are. I’m sticking to the “insane” tweet as my image of what the world will be like in 6 hours.
Beam me up Scotty
Similar threads
- Locked
- Locked
- Locked
