I'll see your bet and raise you... Tesla will get to 600K long range (200+) miles BEVs before any and all other automakers on the planet combined get there : )
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I'll see your bet and raise you... Tesla will get to 600K long range (200+) miles BEVs before any and all other automakers on the planet combined get there : )
anticitizen13.7
Not posting at TMC after 9/17/2018
This says nothing about the capacity of the battery pack facilities themselves. 8 facilities is a meaningless figure without more context.
Again, the game is capturing market share in the most profitable BEV vehicle segments and most valuable customers. Tesla doesn’t care if Honda sells a ton of short range electric Vezels at paper thin margins. They care about this as much as Apple does about low end Android devices. The money will be in the high end, and the industry stalwarts have nothing that can complete with the Model 3. Don’t take my word for it. Both Murnro & Associates and German consultants concluded in their teardown analysis that Tesla’s battery technology and integrated electronics were far more advanced than the competition.
I often see people wondering,
-when will these short-sighted ICE execs figure out that EVs are the future?
-when will these bean counting Wall Street guys stop looking through the rear view mirror and see the bigger picture?
and, today,
-when will the media catch on to what the Model 3 is about and start writing glowing stories about the disruption Tesla has put in place?
and I think of the clip below, and hear all this as,
-I wonder why so many of these cans are defective?
-Gee, I wonder why someone could be so sore at some cans?
not meant to be mean, just an attempt to suggest another way of looking at what is going on.
-when will these short-sighted ICE execs figure out that EVs are the future?
-when will these bean counting Wall Street guys stop looking through the rear view mirror and see the bigger picture?
and, today,
-when will the media catch on to what the Model 3 is about and start writing glowing stories about the disruption Tesla has put in place?
and I think of the clip below, and hear all this as,
-I wonder why so many of these cans are defective?
-Gee, I wonder why someone could be so sore at some cans?
not meant to be mean, just an attempt to suggest another way of looking at what is going on.
Media will stop writing negatively about Tesla AFTER shorts stop paying them to do so.
Did you know that the best Chinese battery manufacturer has less than 90% pass rate for cylinders rolling off their pipeline, far lower than industry standard? On another related information, did you know that Chinese pharmaceutical company can not produce generic drugs that has the same effectiness of the originals, so that Chinese consumers are forced to pay sky high price for the imported ones? Why are they related? They are all mass production of chemical compounds that requires precision.
And did you know that until recently China has to import all the ball point pens, because they can not produce the ball point locally.
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i would have to slightly disagree and say that they will be at a run rate of 600k vehicles some point next year but unlikely to produce that many next year, my guess would be 500k next year, then just over 600k in 2020 and about 1 million in 2021.
Tesla's plan to make more GWh of batteries than the rest of the world combined is made several years ago before CATL is on anyoneZ's radar, based on the world production number then.
Apparently things changed for the better. I for one cheers this development.
However if you look deeper this is actually bad for EVs in China. Main market for CATL is to supply battery for beefed up e-bike/motorcycle/scooter, which is largely used by the large army of delivery workers in China. Those batteries are low quality, with short life, useless after two years of usage. So the bikes are made so that it is very easy to replace the battery.
And the EVs have the same reputation in China, people worry that they have to replace the battery after three years.
I think that is more optimistic than Elon's projections...
If you mean, that they will reach 600k/year production rate sometime in 2019, that is more realistic (probably Q3 or Q4 though)..
ZachShahan
Active Member
Nice infographic!
2015: 2.8T automotive sales + 0.7T aftermarkets
2030: 4T automotive sales + 1.2T aftermarkets + 1.5T new services.
(Out of scope, energy storage and solar)
Infographic: The Future of Automotive Innovation
2015: 2.8T automotive sales + 0.7T aftermarkets
2030: 4T automotive sales + 1.2T aftermarkets + 1.5T new services.
(Out of scope, energy storage and solar)
Infographic: The Future of Automotive Innovation
sundaymorning
Active Member
8 mini factories? How cute. They’re going to need 50 more to maybe match GF output.
Thanks all, here I was thinking of the sound of steam locomotives. 
Dan Detweiler
Active Member
...and meanwhile, back on topic...
Price down slightly in pre-market trading. I think it's going to be a wild ride today and tomorrow going into the earnings call. Maybe longer depending on how the FUD is managed. No doubt the numbers from Wednesday (whatever they are) will be spun in a negative light.
Hold onto your butts. Gonna be a crazy week I think.
Dan
Price down slightly in pre-market trading. I think it's going to be a wild ride today and tomorrow going into the earnings call. Maybe longer depending on how the FUD is managed. No doubt the numbers from Wednesday (whatever they are) will be spun in a negative light.
Hold onto your butts. Gonna be a crazy week I think.
Dan
Elon just liked the graph from Zach. I would call this a confirmation that the numbers are about right or even higher.
Trend goes up....
vincent on Twitter
I'm not going to stress-out with the SP for the coming days.
I do hope that Elon uses the EC to get some good info out there and get us back on an upward trend.
Tesla in a better place than ever, M3 is a massive success, so many happy new owners sharing their joy on social media.
Just a matter of time folks - days, weeks or months, I could say though.
Ha, seems Spiegel got a 12-hour ban after I reported him
Let me slip into short mode for a moment... ah, here we go: "That just means Tesla will be bankwupt all the sooner, because they lose money on every car they make, and nobody's buying them, they're just leaving them to rot in lots in the desert!"
How was that?
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