I don't think the structural packs will be made by a casting process... I think that they will be a more conventional process for the "box" that contains the cells.But there is a limit on the number of new IDRA Gigapresses can make each year (likely required to produce structural packs), so DO NOT hold your breath. Those presses will go first to Models 2/Z factories, then Robotaxi...
I think Dodger means, front and rear castings are required to be used with structural packs.I don't think the structural packs will be made by a casting process... I think that they will be a more conventional process for the "box" that contains the cells.
I don't think the structural packs will be made by a casting process... I think that they will be a more conventional process for the "box" that contains the cells.
What they said was front and rear castings were rewarded to feather the shear force transfers into the pack, and cell cans were part of the structure...Yes, thats still TBD, but the imagery provided on Bty Day (to my eye at least) suggests that the plan is for a cast battery box. It seems to me it'll have better structural integrity when integrated with front + rear gigacastings if the center section has a similar construction.
Still, it does not change the main point, which is that 4680s are NOT coming to the Model S/X anytime soon.
Moving Model S/X to 4680 might not increase vechicle production, even it it does, that would be minor compared to Model Y and Cybertruck volumes.
Welcome to the club.. After deleting my old LinkedIn account, I re-created a profile with “semi retired” as the job title.. just to pss off some of my nasty former colleaguesMorning folks! I'll just leave this here...
I'm "out of the office" this week, in sunny Romania - beautiful country
FTFY. Surely you're aware that Canadians who have invested in TSLA via a TFSA would have to pay a 15% flat tax on any U.S. dividends?
IMO a factory to make batteries for energy storage in Australia makes a lot of sense, a factory to make cars in Australia is a real long shot..
India is far more likely, not just because of the size of the local market.
As you mention it is a good location for an export hub, but also ahead of Australia on engineering talent and well ahead on local parts suppliers.
Australia closed its car industry a few years ago, parts suppliers also mostly closed, it is hard to reverse that.
Does Tesla count cars parked in lots waiting for a part as “produced” car in the quarter? If not then the numbers are even better then people think.Industry answer is chips. 4680 or other battery issues doesn't sound right because so many model S were parked in lots. With X I wonder if it is insufficient supply of 4680 cells causing the delay.