Tesla Fast Tracking Cybertruck Which is Prioritized Over Semi

Tesla is preparing the pilot Cybertruck production line and planning details for its production at the Fremont factory. Once all the equipment is installed at Giga Texas, a trained, ready-for-work team will immediately begin production from June 2021. Trial production of Cybertruck can begin as early as June 2021, first deliveries could occur in Q32021 …

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$3-4 Trillion Infrastructure Plan Will Be Revealed in 5 Days

Fixing and building roads, bridges, rail lines, ports and the electric grid could account for nearly $1 trillion of Biden’s forthcoming Build Back Better infrastructure program. The overall US infrastructure program is expected to be in the $3 to 4 trillion range. There will a first official release of information starting Wednesday, March 31, 2021. …

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Battery Factories Predicting EV Market Share in 2030

The Semiconductor industry started in the 1970s and 1980s with all major players having vertical integration and operating their own semiconductor fabs. Semiconductor fabs have become more expensive. The newest fab factories will each cost $12 billion to 17 billion. The quarterly spending on semiconductor fab equipment is $15-20 billion. A dominant chip company with …

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Limiting Factor Explain Volkswagen Power Day

The Limiting Factor explains Volkswagen’s Power Day. Volkswagen was vague about how they would achieve electric car battery improvements compared to Tesla at Battery Day. Volkswagen is starting behind Tesla. Volkswagen has more expensive batteries now. Volkswagen talked about getting 50% cost reduction in batteries. Volkswagen switching to LFP (lithium iron phosphate) which are already …

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Tesla Current 10-30% Battery Cost Advantage is Still Improving

Cairn Energy Research Advisors reports that Tesla has the lowest cost batteries by at least 10% and over 24% versus other car companies. This is before the cost reductions that Tesla is implementing from 2020 Battery Day. Tesla currently pays an average of $142 per kilowatt-hour (kWh) for battery cells purchased from its three suppliers: …

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