Benchmark Mineral Intelligence monitors and advises the global battery industry. They gave their reaction to Tesla anode and cathode and lithium announcements. The World produced 180 GWh of batteries in 2019. Tesla is going upstream in the battery supply chain. This will change the world from a China-dominated battery supply chain. Piedmont Lithium Limited has …
Engineering guru Sandy Munro has his own engineering firm that has been telling car makers for decades how to improve their car designs and carmaking processes. Sandy was very impressed with what Tesla revealed on battery day. The main things Sandy highlighted are * the large battery cell * cooling the cells from the bottom …
Quantumscape is a solid-state battery company that has funding from Volkswagen and Bill Gates. Quantumscape plans to go public with a SPAC deal before the end of the year. The deal should result in a valuation of $3.3 billion and leave Quantumscape with over $1 billion to fund its factory and plans. There is a …
There are several important things that were mostly overlooked in what Elon Musk said yesterday at Battery Day. Elon Musk stated that 2020 car deliveries will be 30-40% over 2019. Tesla had 367,500 cars delivered in 2019. This means Tesla would have between 477.7k-514.5k cars delivered in 2020. This means Elon is repeating that 300k …
Tesla is describing a step by step path to halve the cost of batteries and increase production by 7 times for each battery line. It will take 12-18 months to get volume production. It will take 3 years to fully realize the 69% reduction of factory investments and 56% reduction in battery costs and the …
The Electrek leak of a larger Tesla battery cell is not being disputed by Elon Musk. The larger cell would be able to reduce the number of battery cells in a Model 3 from 4200 of the 2170 sized battery to five hundred 5498 cells. This would have massive cost and production speed improvements. The …
Jordan Giesige of the Limiting Factor has described how Tesla will announce progress to the Terawatt-hour factories. He describes going from 150 Gigawatt-hours of batteries per year from a fully built out Nevada factory to a Terawatt-hour. Increasing energy density in batteries and reducing the size of parts of the battery lines in factories would …
The walls and roof for the first factory building at Tesla’s Gigafactory in Berlin are done. There appear to be four main buildings and several smaller ones. Tesla has published plans which show four main buildings and about eight smaller ones. SOURCES- Tesla, GigaBerlin Youtube Written By Brian Wang, Nextbigfuture.com Brian WangBrian Wang is a …
This article will start with a financial comparison of Amazon in 2017 and 2018 with Tesla today and a financial projection for the third quarter and the fourth quarter. The article will also briefly review expectations and financial impact of battery day, the self-driving update due in 6-10 weeks and the gigafactories. Amazon had small …
The scale of Tesla’s near term and future dominance tricks you into thinking it is hype. You think that people who are trying to tell you about it are Elon Musk fans or people who have drunk the Tesla Koolaid. Tesla rise as a stock is similar to when Apple was reborn and went on …
Tesla and Elon Musk have accomplished a lot over the past ten years since June 2010 when they became a public company. This will review key aspects of what was done and how 8 months of continued execution will make Tesla a $1 trillion technology giant like Apple, Amazon, Microsoft and Google. In 2005, Tesla …