Mike Smith
Active Member
Paying ~3 months of free cash flow for 100 GWh of cells /yr and a high capacity Semi factory seems like a pretty good deal. Of course TSLA down on the news in AH.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Mike Smith
Active Member
Meanwhile CATL is paying 7.5B for a 100 GWh cell factory in Hungary.. (no Semi factory included)
insideevs.com
CATL Will Build Massive 100 GWh Battery Plant In Hungary
Contemporary Amperex Technology Co., Limited (CATL) officially announced today a massive new battery plant investment in Europe.
insideevs.com
Artful Dodger
"Neko no me"
Yeah, that's only about $3/KWh for labor COGS (based on $100K/yr for each employee). Also, it sounds like the State of Nevada is providing a $12.5K/yr/employee incentive for the 1st 10 years, which would further reduce labor costs to about $2.65/KWh. Sounds good, if your goal is to make cells for an all-in cost of < $50/KWh.
Artful Dodger
"Neko no me"
Last estimate I saw was the Semi pilot production line would be ~5/wk or ~250/yr, but that was published over a year ago (and Tesla always looks for ways to accelerate)
New Nevada Tesla Semi Production Line May Build 5 Trucks Per Week | InsideEVs.com (2021-12-11)
BTW, this article was written by Steven Loveday. He overstated this claim in the tagline:
"Eventually, higher volume Tesla Semi production will move to Giga Austin."
So some bloggers jumped to conclusions, and were unduly confident in their claims. Paging @Mengy
Cheers!
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Elon does not live in the real world. This is a true statement.
In the real world, people work 40hrs a week, buy houses and things they can't afford, and blame the system being rigged against their success and wealth.
In Elon's world, he works 120hrs a week, having more money than some country's gdp, and lives in a mobile home.
So yes, he does not live in a world that makes sense to most people.
Interesting comparison of percent change in stock prices for major auto OEM since 2013.
As TeslaLarry noted on Twitter, once Tesla is added to the mix, the other auto stocks flatlines.
source tweet thread from Larry
Here are more parts of that long thread
As TeslaLarry noted on Twitter, once Tesla is added to the mix, the other auto stocks flatlines.
source tweet thread from Larry
Here are more parts of that long thread
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Elon says Gigafactory Nevada might do 500(!) GWh/year in the future.
From transcript 10:04
and then we're also going to be adding
100 gigawatt hours of uh 40 of Tesla
4680 cell manufacturing here and that's
just to start I think long term we may
do as much as five uh yes as much as 500
gigawatt hours long term but this
increment is 100 gigawatt hours
and um
yeah so
hugely important uh game changer
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Screenshot from the above video showing the layout of the new spaces. The 100GW 4680 cell manufacturing footprint is notably compact compared to the current space required for Panasonics 37GW output. The image below is from a 2020 Electrek article and shows the space Panasonic occupies. Interestingly the spaces labelled as cell and future manufacturing are pretty faithful to what's just been announced.
Here's what Tesla Gigafactory Nevada is supposed to look like
Here's what Tesla Gigafactory Nevada is supposed to look like
Artful Dodger
"Neko no me"
A lot of these hurdles could be minimized by a partnership with an existing manufacturer with a presence in the US market looking for a fast ramp to EVs. Otherwise you have to build manufacturing, service and charging infrastructure which takes years to build and test (ie: Tesla Semi)
I looked all over CES for this dancing bot, I guess it wasn’t the appropriate event.You rang?
SebastienBonny
Member
This is really all we need as Tesla investors. Ignore the fud, this is what counts.
The company will grow even faster and bigger than anyones guess right now. These expansions are massive and more to come.
I'd like to know that too.
Artful Dodger
"Neko no me"
Indeed. I think Giga Berlin will get a 2nd battery workshop of 100 GWh/yr to support Modell Zwei produktion, plus EuroSemi. By then, people won't even remember what a 'Fehlgriff' it was investing in Germany...
Prost!
jeewee3000
Active Member
" Long term Tesla is aiming to produce well over a thousand GWh, possibly two or three thousand. So this really is just the start." - Elon Musk (Tesla Youtube video 1/25/2023)
(clarification edit: output per year, given the context of the quote)
(clarification edit: output per year, given the context of the quote)
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So what would be the total production capacity of the currently planned gigactories, in GWh/year, now?
My argument isn't about whether Elon is pro- or anti- anything. The original poster merely asked if the WEF's global future vision was too much at odds with Elon's/Tesla, and how that might affect Tesla as a business in the future. My response was that the products Tesla/SpaceX/Neuralink engineer and produce is the same kind of technology the WEF wants for their vision of the future, and that Tesla should do really well if that future is realized. I think we're well on our way to realizing that future, and that Tesla is in a monstrously strong position to capitalize on it.
% change. When you have a low population % changes can really be misleading.If you build it, they will come
Nevada named 3rd fastest-growing state in the U.S.
Nevada is named as one of the top states with the fastest-growing population in the country.news3lv.com
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