I, Brian Wang, made a video that puts together evidence that Tesla has already largely solved its battery supply problem. It is not 4680 batteries. It is not a solution that is coming later in the year. It is a supply solution that already reached a tipping point in 2021. Battery supply has long been …
CATL is the world’s largest battery manufacturer and they started production on Dec 22, 2021 at their largest factory. The factory is in Ningde city, Fujian Province. The manufacturing facility will eventually have an annual production capacity of 120 GWh. The first phase which just started has a capacity of 60 GWh per year. This …
David Lee interviewed AI and self-driving expert James Douma again. James previously worked on the Autopilot system at Tesla. David and James discussed some information that Elon Musk provided during an interview Elon had with Lex Fridman. Elon said FSD Beta 11 would be one stack to rule them all. Currently, Tesla FSD (full self-driving) …
BloombergNEF reports that volume-weighted average battery prices only fell 6% to $132 per kilowatt-hour in 2021. This is down from $140/kWh in 2020 (in real 2021 dollars). The 6% drop was less than an expected 9% drop. Bloomberg is expecting battery prices to go up slightly in 2022 before returning to about current levels in …
Sodium batteries could become much cheaper than lithium-ion batteries but sodium-ion batteries capacity has been too low. “We have added a molecule spacer on one side of the graphene layer. When the layers are stacked together, the molecule creates larger space between graphene sheets and provides an interaction point, which leads to a significantly higher …
The US installed 9.915 GW of wind, utility-scale solar, and battery storage capacity in the first half of 2021. The American Clean Power (ACP) Association shows that second-quarter installations rose by 13% on the year after 5,620 MW of capacity was put on stream. The country added 2,226 MW of solar, 2,824 MW of wind, …
Electric Vehicle makers Xpeng, Li Auto and Nio sold record cars in July. Li Auto’s sales jumped 251 percent year on year in July to 8,589 units, while Xpeng’s sales surged 228 percent to 8,040 cars. NIO delivered 7,931 vehicles in July 2021, increasing by 124.5% year-over-year. Cumulative deliveries of the ES8, ES6 and EC6 …
James Stephenson has made detailed projections for Tesla financials focused on the last three quarters of 2021. James also has projections for estimated Tesla car sales by quarter through 2023. Tesla has had strong growth of about 50% every year for over a decade. Tesla now is the fourth highest volume of sales for all …
The Tesla Plaid electric motor has several innovations. Elon says the Plaid’s carbon-wrapped motor is the most advanced motor on the planet outside of a lab. The motor is able to go to over 20000 RPM. Elon Musk described the carbon sleeve. A carbon sleeve must put copper rotor in compression or it loosens at …
NIO is starting to build its second electric car and battery factory in the Neo Park in Hefei, with production scheduled for the third quarter of 2022, William Li, founder, chairman and CEO of NIO. The park
Tesla Model S Plaid delivery event highlights and summary is below. The refreshed Model S has a drag coefficient of 0.208. Model S Drag Coefficient at 0.208 Cd. That's better than the Taycan's 0.22 Cd pic.twitter.com/mlC7IGSJAv — Rohit (@rohit000000000) June 11, 2021 Elon Musk drove the Model S Plaid around a track and then onto …
