So far it appears that upgrades are additions to existing SC locations, so there's no individual charger upgrades. The transformers will have to be seriously upgraded as well. If anyone knows different, I'd be interested.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
It was torturous having to wait a full day after P&D numbers were announced to see how the market would react. And now, after just a morning of trading, we have to wait another full day before markets open again? Ugh.
I used to look forward to holidays.
Oh well. Happy 4th to my fellow USA'ans.
I used to look forward to holidays.
Oh well. Happy 4th to my fellow USA'ans.
TesslaBull
Member
Model Y will be the best selling car in the world again for Q2?
I can't imagine how it wouldn't be.
I am in agreement with your sentiment that we shouldn’t see end of quarter fleet sales as somehow a bad thing if that indeed occurred. Every other OEM would die to have the option of fleet orders as a nice top up to end of quarter numbers. It is also a very good thing to get rid of stale inventory in advance of product upgrades. Rental car companies etc ain’t going to care if they get the last batch of HW3 model 3s for example (just a hypothetical).
Nice post! Agree 2m looks feasible.
Would be a disruptive signal if Tesla did choose to install an additional model 3 line in Shanghai (or anywhere for that matter). Even with the upcoming major refresh (highland), the demand for model 3 - *AT CURRENT PRICE LEVELS* - seems rather balanced globally. If they were going to significantly increase output with the addition of another line, I think that would signal an intention to really stoke the fires with something like a sub-$30k model 3.
I would expect if they were able to make room for an additional assembly line at shanghai in the existing factory space, it would instead be used for a new model - maybe a Semi line would be appropriate (a van or small light truck would also be great but thats a whole new product).
I think that is the most likely explanation. Even roadster 1.0 was available in RHD.
On the topic of Model 3 Highland, claims that it is also undergoing winter testing alongside the cybertruck in New Zealand:
www.teslarati.com
For the RHD markets, surely much of the demand Tesla is losing from not offering the S&X RHD is offset by increased orders for performance 3 & Ys, which presumably would pick up even more after the highland refresh.
Eliminating the low volume models from these markets doesn’t just simplify Fremont manufacturing, it also makes servicing issues / parts supply etc in these markets a bit easier (halving the amount of model lines needed to be supported, excepting the pre-existing base of S/X’s).
Also it has to be acknowledged that far and away the biggest RHD auto market by value is Japan, and Tesla is virtually non-existent in that market as yet (they will get there eventually once Japan eventually caves to EVs), so really in terms of sales we are mostly just talking about UK and Australia & then a smattering of quite small RHD markets (for example here in New Zealand during seven years from 2015-2021, there were only 775 sales of S&X combined) - which arguably is more trouble than its worth, especially in the current environment where UK economy is in rather bad shape.
Apparent Tesla Model 3 Project Highland unit spotted winter testing in NZ
It appears that Tesla has brought over a Model 3 Project Highland unit at the Southern Hemisphere Proving Grounds (SHPG) in New Zealand.
www.teslarati.com
For the RHD markets, surely much of the demand Tesla is losing from not offering the S&X RHD is offset by increased orders for performance 3 & Ys, which presumably would pick up even more after the highland refresh.
Eliminating the low volume models from these markets doesn’t just simplify Fremont manufacturing, it also makes servicing issues / parts supply etc in these markets a bit easier (halving the amount of model lines needed to be supported, excepting the pre-existing base of S/X’s).
Also it has to be acknowledged that far and away the biggest RHD auto market by value is Japan, and Tesla is virtually non-existent in that market as yet (they will get there eventually once Japan eventually caves to EVs), so really in terms of sales we are mostly just talking about UK and Australia & then a smattering of quite small RHD markets (for example here in New Zealand during seven years from 2015-2021, there were only 775 sales of S&X combined) - which arguably is more trouble than its worth, especially in the current environment where UK economy is in rather bad shape.
Last edited:
Knightshade
Well-Known Member
India has north of 300 million cars on the road (~4x # on the road in Japan though obviously "cheaper" ones) and is RHD.
Seems that might be a good place to have a factory building RHD vehicles.
Maybe Elon should sit down and talk with someone from there with some authority
Also, good news for folks who complain there's white teslas everywhere!
Last edited:
Artful Dodger
"Neko no me"
It's true, Tesla has yet to deliver a 'Plaid' Model 3, which could easily be adapted to use dual carbon-wrapped SRPM motors per the Model S Plaid (both the front AC motor and rear SRPM in the Model 3 use identical aluminum cases).
Perhaps the gigacastings in Project Highland will provide the extra ridgity needed to go with a 760 hp beast of a Model 3 Plaid. Perhaps a structural battery pack will also be part of the mix.
Good times!
Text from the tweet: "BREAKING: @Tesla has changed the free color option in North America for the Model Y & Model 3 to Midnight Silver (from White). The White color option is now $1,000 (it was free before)."India has north of 300 million cars on the road (~4x # on the road in Japan though obviously "cheaper" ones) and is RHD.
Seems that might be a good place to have a factory building RHD vehicles.
Maybe Elon should sit down and talk with someone from there with some authority
Also, good news for folks who complain there's white teslas everywhere!
My dopey speculation: this *clearly* means the Cybertruck is coming soon. Its naked metal will similarly be silver, just a different shade. So with this change to the 3 and Y, by the time Tesla gets through most of the white 3/Y backlog in the US in a few weeks, we'll have a stream of (mostly) silver 3's, Y's and Cybertrucks hitting the road together.
A few Cybertrucks flanked by a bunch of silver 3's and Y's in formation seems like a pretty memorable image to me!
I think he is here in TMC as TrendTrader007 ?
GhostSkater
Member
Not necessarily
The way V3 architecture works is that from 2 to 7 cabinets they are linked via the DC bus of up to 575 kW in/out DC per cabinet, and each cabinet serves 4 stalls
So if you have a 4 stalls / single cabinet install, the maximum total power you can have is just 350 kW, and this is one of the main reasons we rarely see 4 stalls Superchargers, if two Teslas arrive at low state of charge simultaneously, the maximum power each it will get is 175 kW, as in, you can only have one vehicle arriving at low state of charge for it to get the full 250 kW
Now, if this was a 8 stalls / 2 cabinets install, you could have 3 Teslas as low state of charge and still get almost 250 kW
12 stalls / 3 cabinets it goes up to 4 Teslas, you get the picture, if there is spare capacity on the adjacent cabinets they can do 925 kW split between the 4 stalls
But since it's rare to have multiple vehicles arriving at low state of charge at the same time, and the way Tesla charge curve is set up, you are never at full 250 kW for more than 5 minutes or so
For Cybertruck, this means that if V3 hardware can do more power, transformer power won't be a limitation as long as there is adjacent spare capacity on surrounding cabinets
This deserves as asterisk here because there is also places where there is a grid limitation, for example, a 12 stalls / 3 cabinets location that could in theory draw 1050 kW from the grid but the local grid only allows 800 kW, so every time there is headroom for more than that from the plugged cars, everyone will be throttled by some amount
But then, there is places with Megapacks that solves that for most of the situations since it can keep that peak power from the grid all the time or until it's full, and allow more charging power than the grid could when plugged vehicles demand it
Krugerrand
Meow
Krugerrand
Meow
Buckminster
Well-Known Member
Think of Tesla as a taxi company and almost every decision going forwards will make sense. Everything else is a cowbell (not referring to energy/Optimus).
India has north of 300 million cars on the road (~4x # on the road in Japan though obviously "cheaper" ones) and is RHD.
Seems that might be a good place to have a factory building RHD vehicles.
Maybe Elon should sit down and talk with someone from there with some authority
Also, good news for folks who complain there's white teslas everywhere!
White Model Ys are so prevalent where I live that more than once I've gone up to a car and realized it wasn't mine after futzing with the door handle for a few seconds.
Just to clarify, the new free color option "Midnight Silver" is gray, not silver. I have a "Silver Metallic" 2018 Model 3, which is silver. Tesla does not offer that color anymore.
TrendTrader007
Active Member
Nope. But thanks for thinking about me. It means a lot. It really does
I’m actually pretty subdued today because despite almost 7% rally in TSLA my portfolio went up only in the range of $3.5 to $4 in a single day which is nowhere close to an amazing and absolutely brilliant sober long term TSLA investor like you who I’m sure is doing much better
I’ll work on trying to hit $100+ in a single day
Maybe I’ll learn from your highly educated informed posts
Have a great 4th July, bud.
Similar threads
- Locked
- Locked
