Reciprocity
Active Member
Ok, so Model3 should be mostly correct (since sold in US only plus a few in Canada), but did you use US numbers only for S and X unit sales?
Even adjusting S and X for international sales (and generously adding storage batteries) the numbers don’t add up with Elon’s claims.
Here’s CATL alone:
View attachment 321383
Tesla May Be Trampled by CATL in China
Note these numbers were for 2017 and CATL is growing quickly.
How can Tesla then make more GWh of batteries than the rest of the world combined?
Just looking at CATL’s numbers above (from their IPO prospectus) shows that this isn’t the case.
PS: I find it amusing that quoting output numbers from an IPO prospectus is considered trolling now.
Massive battery factories are certainly important. Labor is cheap in China so automation not as valuable. The question you have to ask yourself is, where did the 12GWh of batteries go in 2017? Answer that and you might understand why it's meaningless. It's almost like quoting GWh of camcorder batteries. If 2017 was 12GWh then what was 2018 and where did all the batteries go? Did I miss a mass produced luxury EV? I'll give you a hint because you really don't care about facts, just deception. They are going into people movers. Golf cart sized cars in China. They are not appropriate for anything else. To build a pack at a level that it can power a luxury vehicle for 250k miles, they are going to have to spend billions and years. I am certain they will and by the time they do, Tesla's batteries will be 30% more dense and thus cheaper, which is what happened the last 5 years.