Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Knightshade]

I like fun sized factories.

It seems like an odd place to put it if Nevada is maxing out on cell capacity to supply Fremont. Kato Rd is making nickel batteries afaik, which are targeted for Berlin/Austin/Semi in the short term, and are more suited to vehicle production.

Where is Tesla getting the cells for this over the medium/long term?

The megapacks are intended to use LFP cells from CATL last I heard

 

[The Accountant]

Fremont Logistics Lot
I counted 25 car trailers.

 

[Artful Dodger]

Hey, we're basically back to where we were last week!

 

[lafrisbee]

I like fun sized factories.

It seems like an odd place to put it if Nevada is maxing out on cell capacity to supply Fremont. Kato Rd is making nickel batteries afaik, which are targeted for Berlin/Austin/Semi in the short term, and are more suited to vehicle production.

Where is Tesla getting the cells for this over the medium/long term?

my question is:
How close is it to the lithium mine?

 

[Artful Dodger]

I like fun sized factories.

It seems like an odd place to put it if Nevada is maxing out on cell capacity to supply Fremont. Kato Rd is making nickel batteries afaik, which are targeted for Berlin/Austin/Semi in the short term, and are more suited to vehicle production.

Where is Tesla getting the cells for this over the medium/long term?

The article says its Megapack v2 using CATL LFP prismatic batteries. The factory needs to be near a port. Sealift will be essential for both inbound and outbound logistics.

my question is:
How close is it to the lithium mine?

Stationary storage isn't limited to lithium chemistries. They could do quite well with sodium ion chemistries, which are literally cheap like seawater.

 

[NicoV]

Workhorse suspends delivery, recalls dozens of its flagship electric vans

Workhorse is struggling with its EV production.

www.theverge.com

 

[StarFoxisDown!]

Fremont Logistics Lot
I counted 25 car trailers.

Correct me if I'm wrong here, but the Model S's that were sitting all around the test track are gone now....which lines up the theory they were waiting on parts and got them and now they're gone.

 

[CorneliusXX]

The article says its Megapack v2 using CATL LFP prismatic batteries. The factory needs to be near a port. Sealift will be essential for both inbound and outbound logistics.



Stationary storage isn't limited to lithium chemistries. They could do quite well with sodium ion chemistries, which are literally cheap like seawater.

LFP is what I was thinking they would be using. It still seems a little strange to ship the cells then manufacture in the US. Why not build the megapacks in China and ship the finished product? Maybe import tariffs?

 

[M|S|M MYP]

Ummmm....dunno whether to be happy or afraid....

Why Tesla (NASDAQ:TSLA) is One of the Best Buys in the S&P 500 | Entrepreneur

We discuss a few reasons why Tesla might be one of the best buys in the S&P 500.

www.entrepreneur.com

 

[RobDickinson]

Hey, we're basically back to where we were last week!

Honestly surprised it bounced back so quick.

 

[FireMedic]

I like fun sized factories.

It seems like an odd place to put it if Nevada is maxing out on cell capacity to supply Fremont. Kato Rd is making nickel batteries afaik, which are targeted for Berlin/Austin/Semi in the short term, and are more suited to vehicle production.

Where is Tesla getting the cells for this over the medium/long term?

There’s actually a very large population base to support a Tesla factory in Stockton. In fact, a large percentage of Tesla Fremont employees commute from the Stockton area. Mostly assembly, construction and maintenance employees. The R&D and finance employees are from the greater Bay Area.

Also Sacramento (the state capital) is near the the Stockton factory and they have a decent population of tech labor.

This has been my experience meeting many Tesla employees in Fremont over the years.

 

[Duffer]

There’s actually a very large population base to support a Tesla factory in Stockton. In fact, a large percentage of Tesla Fremont employees commute from the Stockton area. Mostly assembly, construction and maintenance employees. The R&D and finance employees are from the greater Bay Area.

Also Sacramento (the state capital) is near the the Stockton factory and they have a decent population of tech labor.

This has been my experience meeting many Tesla employees in Fremont over the years.

Stockton also has a deep water port. Though I believe ships are limited to the PANAMAX class.

 

[Artful Dodger]

LFP is what I was thinking they would be using. It still seems a little strange to ship the cells then manufacture in the US. Why not build the megapacks in China and ship the finished product? Maybe import tariffs?

CATL USA will inevitably build LFP cells in N. America. Remember, the LFP patents are coming off starting next month, and all of them by Apr 2022.

CATL is in the middle of a $9B Cap Raise for expansion with 6 more factories around the world. USA will be one, because Tesla is their BEST customer.

CATL Is Getting Ready For Big Investments

CATL, one of the world's largest EV battery manufacturers, is expected to invest significant amounts in further expansion.

insideevs.com

 

[1101011]

If we could just get some high buying volume to come into the stock tomorrow or Friday, I doubt MM's would really spend the money to protect 750 and would instead focus on 780 or 800. But volume of only 13-15 million shares just isn't going to cut it.

I'll see what I can do...

 

[ByeByeJohnny]

There could be a new Tesla record in Norway this quarter. Big deal you say? With a growing EV market everywhere it's almost hard for Tesla not to set a new record in most markets.

But in Norway the EV share is so high, possibly something like 80% this quarter, that it's not that easy. Especially since in the Norwegian market all the established brands are now actually trying for real to sell their EVs. I don't think there is any other market that has almost every important player putting in an effort.

When Tesla set the current record during the start of European m3 deliveries in Q1 2019 a lot less models were competing.

So that record is 7,174 cars. So far with seven weekdays to go Tesla is at 5,982. That is 1,192 behind. Which translates to 170 cars per weekday remaining.

Considering you have to go back almost ten days to find a day with less than 170 sold it's almost certain there will be a new record. Today was 303.

Unless of course they run out of cars to sell before the end of the month.

Current Norwegian quarterly record is 7,174 cars. With seven six weekdays to go Tesla is at 5,982 6,226. That is 1,192 948 behind. Which translates to 170 158 cars per weekday remaining. Todays sales were 303 239.

It seems like a final ship is going from Zeebrugge to Oslo arriving this weekend. If it is indeed carrying Teslas this record should get smashed.

 

[UnknownSoldier]

I love JPow's Pow Pow Wednesdays. Fun day to day trade maybe.

What's our ETA to launch? When do we think we'll get Q3 P&D?

 

[MC3OZ]

CATL USA will inevitably build LFP cells in N. America. Remember, the LFP patents are coming off starting next month, and all of them by Apr 2022.

CATL is in the middle of a $9B Cap Raise for expansion with 6 more factories around the world. USA will be one, because Tesla is their BEST customer.

CATL Is Getting Ready For Big Investments

CATL, one of the world's largest EV battery manufacturers, is expected to invest significant amounts in further expansion.

insideevs.com

CATL sodium batteries might not be cheaper than LFP until say 2025.

But a Megapack design using CATL LFP is probably compatible with CATL sodium, and I can't see why CATL would not eventually make sodium batteries in the US.

When Tesla's lithium clay process works, the other option is in house Tesla LFP 4680 cells, Tesla may also want to put 4680 LFP cells into cars..

So why not do both, support CATL lithium/sodium cells and support Tesla 4680 LFP cells.

If the Megapack design / manufacture process was adaptable to this level of flexibility, that is ideal.

 

[Thekiwi]

Anyone have a solid read on Fords monthly global vehicle unit sales totals? seen a few figures suggesting that deliveries have slowed so much this quarter that given Tesla’s wave style of quarterly deliveries in China & EU, that there may be an outside chance that Tesla ships more vehciles in Sep than ford does. chances much more likely if trucks/vans are excluded (So comparing cars/suvs)

 

[Rohan]

Just before he boards that Starship to Mars I would imagine...

You can't take it with you, you know...

 

[SPadival]

Tip for Aussies who are all in: You can defer your tax return from October end to May by filing through a registered tax agent like H&R Block. I will have to sell my shares/options to pay taxes, might as well do it after Q4.