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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
petit_bateau
Active Member
It has to be a concern. If I were in Berlin I would be prioritising ramp-quality over ramp-quantity for this reason alone. Plus I'd be pushing the 4680 local cell line like even crazier.
MartinAustin
Active Member
Picked up a few TSLAs at $975 like a minute before the close. I have a hunch there will be good news about China lockdowns and the U.S. stock market will be lifted tomorrow. Time will tell...
Model 3 SR+ from China.
Model Y SR+ we believe exists are 4680 packs built in Austin.
LFP is imported from China. I know that much for sure.
I have an M3 SR+ on order for the July/August timeframe. The delivery estimate has not moved. So that may mean the LFP packs are not coming from Shanghai.
Artful Dodger
"Neko no me"
CATL makes those cells and packs. The cells are definately being sourced from their other factories right now, but the packs however may be made at their new factory close to Giga Shanghai. So transport/logistics issues may still apply. We don't have a clear enough picture of Tesla's supplier sources to judge.
CNN just reported 26,000 new cases as of yesterday...
The earnings call next week will have a huge impact on the SP this quarter. If they say that chips are still coming in, chips were the rate limiting step, and Shanghai can increase production the rest of the quarter to make up for lost time, then the SP will quickly recover. If they cast any doubt on Q2 production.... 
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Phobi
Member
Elon and the Tesla team might not have seen this coming, but the literal tables have turned compared to the COVID shut down that took Fremont down for the count. No doubt lessons have been learned, processes fine-tuned, and efficiencies on the upswing.
It’s our turn now. So when in doubt…
It’s our turn now. So when in doubt…
Where they getting numbers? Google Shanghai Covid Trackers says 0 and 7 day average of 249 per day. Is the 26K a running total? I see John Hopkins reporting total China numbers closer to the 26K number.
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I must be seeing things…
Edit: yep. Stupid Google.
Edit: yep. Stupid Google.
I just what I heard (and saw). They gave a source but I can't remember it. If it shows again, which it no doubt will, I'll see if I can hear the source.
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China COVID - Coronavirus Statistics - Worldometer
China Coronavirus update with statistics and graphs: total and new cases, deaths per day, mortality and recovery rates, current active cases, recoveries, trends and timeline.
www.worldometers.info
1,184 new cases in China The number of new asymptomatic cases, which China counts separately, were 26,411 [source]
As to cooling 4680 batteries, just because tabless transports heat to the end doesnt mean you have to cool it at the end. The heat will flow to the cylindrical shell side wall which can be cooled. Makes it perhaps easier electrically or for reducing the height of the pack.
So are all citizens being tested everyday. I wonder how you detect asymptomatic cases unless you test everyone minus those were were positive everyday.China COVID - Coronavirus Statistics - Worldometer
China Coronavirus update with statistics and graphs: total and new cases, deaths per day, mortality and recovery rates, current active cases, recoveries, trends and timeline.
1,184 new cases in China The number of new asymptomatic cases, which China counts separately, were 26,411 [source]
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