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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Very interesting, been digging at the shipment manifest and saw Tesla shipping battery to 豪森公司-希望成为智能装备研发、设计与制造标准的制定者与技术领导者 大连豪森、汽车智能装配、新能源汽车装配 which specialize in battery pack assembly. Is Tesla using local equipment supplier instead of Grohmann?
Chickenlittle
Banned
A whole lot of swallowing on his part. Very nervous.Watching CNBC talk Tesla...painful................BUT, watching Tim try to describe his short position and squirm/fluster/bluster...priceless
Chickenlittle
Banned
Wow just saw a tv ad for the new mustang. Interesting. Heard a lot of dubbed engine noises. Guess they add those for all their cars
Both are made in America, just in two different North American countries. Mexico produced vehicles have preferred access to Mercosur, more dependable access to EU and a few other points. Good location by Ford imo
This might have been said/discussed already, but with the mach-E coming out as another EV and the specs still not hitting the target, it's almost as if the other automakers are in a battle against each other without knowing it. They all think they have to beat Tesla, when in reality one of them out of the old group must survive. Tesla already found the key to the game.
So throw out as many new EVs as you want old vanguard, it's your game to lose.
So throw out as many new EVs as you want old vanguard, it's your game to lose.
JRP3
Hyperactive Member
Only one of them is made in 'Merica.
So found out there are 378 Powerpacks been shipped to Australia since October and 20 more on the sea for a cool total of 398 Powerpacks for Q4.
There are couple smaller Powerpacks shipment that's not assigned to Tesla Australia, not counting those to the industrial project.
210kWh * 398 = 83.58 MWh
Also saw BYTON sending a vehicle chassis to Shanghai.
There are couple smaller Powerpacks shipment that's not assigned to Tesla Australia, not counting those to the industrial project.
210kWh * 398 = 83.58 MWh
Also saw BYTON sending a vehicle chassis to Shanghai.
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I have a friend who is a Fleet salesman at a local dealership who asked me what I thought of the Mach E show. I said it looks nice but he will try to flip customers to the Ford Edge for twenty grand less. He replied immediately with a thumbs up emoji.
I view the Mach E as a solid first attempt. Ford needs a lot more battery to reach the range of a Model Y, but kudos to Ford for at least designing a car with enough battery to reach ~300 miles of range. The Mach E will be a much more practical vehicle than the I-Pace or E-Tron for most buyers.
The Ford will have to find a way to absorb the extra cost of the larger battery but they may well be able to do so and still make a profit. If we assume a $150/kWh pack level cost for Ford, the extra 25kWh works out to $3,750 in added cost. That is a handicap for sure, but not necessarily a crippling one.
The lack of a competitive charging network and slow charge rates are going to be big challenges.
I am going to have to keep a short leash on him from now on. And no he didn't have insurance. This was an old 2001 farm truck and I only had liability and stupidly didn't think about comprehensive coverage. However lesson learned and I got out about 15 seconds before it became engulfed
Rashomon
Member
Yes, sentiment is shifting, but these types of polls are often misleading. What buyers tell a pollster and what they do are often different, which companies often discover to their dismay. The big shift will be when consumers only consider an EV, and the purchase of an ICE car seems the foolish thing. I’m suggesting that may not be that far off, and it may be a reasonably abrupt shift. That’s the big danger for legacy companies. If the EV market ends up being supply controlled by battery capacity, it would be incredibly bullish for Tesla. The next five years are going to be ‘interesting times’ for the automotive industry.
Watching CNBC talk Tesla...painful................BUT, watching Tim try to describe his short position and squirm/fluster/bluster...priceless
Thanks for the heads-up -- that was hilarious.
woodisgood
Optimustic Pessimist
Guys! Guys! I did it! I’ve joined the club! I’m blacklisted from the Tesla Queuers
This is the tweet that did the trick: Scott on Twitter
Oh and as a bonus I accidentally picked up my first two Twitter followers.
This is the tweet that did the trick: Scott on Twitter
Oh and as a bonus I accidentally picked up my first two Twitter followers.
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dandurston
Member
In general I agree with what you are saying, with some tweaks:
First, I assume that since most consumers look at rated range, this will remain a priority for all companies interested in selling EVs. I seriously doubt that Ford was able to identify the absolute best software package without having a working fleet of cars to derive data from. The endless prototype hours are not the same as few thousand / tens of thousand cars on the road.
Secondly, not everything in terms of improving range is about freewheeling the motor. Other parts that can be optimized:
1. Regenerative braking protocol
2. Battery heating / cooling protocol
3. How much of the battery is locked to prevent bricking
If Ford is foolish enough not to try to improve their product, too bad for them. Somehow though I think they realize the potential - again taking from Tesla's experience.
Yep and it goes further than that SoylentBrown said the reason some cars get such bad range is that they used off the shelf sensors and electronics that were too power hungry.
Every watt counts when you're not wasting 80% of the energy being used.
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