Superior Tesla performance in 2024 can come from surprising scaling of the Tesla Megapacks and 4680s. Tesla will just need to replicate the fully ramped each of the first Megapack and 4680 production line to a ten or more lines each. Tesla will like have ten Megapack lines fully ramped by the end of 2024 …
Tesla’s Shanghai Megafactory will start construction in a few weeks and start production in the second quarter of 2024. “We expect to start building the Megafactory for energy storage products in the near future, and the products will be mainly used for export,” Xinhua quoted Tesla China president Allan Wang (Wang Hao) as saying in …
Tesla and its competitors will need to have If Tesla makes 20 of those Megapack factories it will cost $8 billion in Capex for initial construction and Tesla would be making about $400-500 billion per year in revenue from those factories around 2030. This will scale to $1 trillion per year by 2040. However, if …
Tesla announced a new megapack factory in Shanghai. Nextbigfuture has noted that the large electric truck market is about five times bigger in China than in the USA. Megapacks are needed to buffer the grid for megacharging for large electric trucks. I think this is the first step to getting Semi trucks into China and …
Tesla has two new energy products later in 2023 but this is shown on a chart of cumulative energy. On the chart, Tesla goes from 16 gwh of cumulative energy at the end of 2022 to over 35gwh in 2023 ==> 20 GWh of energy installed in 2023. Brian WangBrian Wang is a Futurist Thought …
Dillon Loomis reports from a credible source that the Tesla Megapack factory in Lathrop is currently producing 12 Megapacks per day. This would be over 1000 Megapacks per quarter and about 4.2 GWh per quarter. This would be 42% of the stated 40 GWH per year capacity of the factory. In volume sales, Tesla Megapacks …
Farzad Mesbahi and Matt Smith discuss my, Brian Wang, analysis that the Tesla Semi and Tesla Megapack will need to be operated together. The Tesla Semi can save about 80% on the cost of fuel by switching from diesel to electric. This reduces the overall cost of operation by 20% initially. This savings will require …
Halter Ferguson Financial is a financial advisory, asset management company. They have announced they will release a 6-8 page report that leverages the Tesla Semi truck and Megapack analysis that Nextbigfuture released over the last month. Financial Manager Gary Black has also gotten on board the Megapack will be a very significant and profitable analysis. …