Cell manufacturing is currently the limit, especially for utility storage (which Musk said demand for is tremendous on the last earnings call), but Tesla has a new battery partner (China based CATL) that has the capacity necessary for the Class 8 Semi project.
The evidence for this is pretty weak right now. This "greentheonly" posted in February that Tesla removed the KWh rating from Model S/X battery labels though. Considering previous occasions with Osborne effect it'd be a smart way for Tesla to switch to newer batteries ahead of "Battery Day".
It's great that Tesla is making EV with better autonomy, but it's sad we still talk about EV in that way, since it's their weak point, a big expense but more importantly it (at some point) doesn't matter.
IMO the best way to talk about EV is with time of (fast) charge for 300 km (approx 200 miles).
Let me explain, 300km correspond to about 2hours of driving, at which point it is recommended (if not mandatory for professional drivers depending on countries), to stop and take a break.
The perfect EV (still IMO) has a fast charge bellow 15min (the recommended pause time) for those 300km (and obviously an autonomy over 300km).
Sure more autonomy might be useful in some cases, but it just drive the price up without real benefit to the average consumer (individual and expecially professional still they often legally have to stop after 2h). Also, extra automony will make 300km charge faster since the charge is fastest for low battery.
But autonomy alone is not a good metric. It's just comparing EV to thermic vehicules in an unhelpful way, and reinforcing the perceived benefit of autonomy of thermal vehicules that do not really useful to the consumer and makes driving significantly more dangerous.
Well it depends. For people who don't have a way to charge up slowly, like at home or at work, fast charging is crucial. But for those who do have a slow option and rarely go long distances, fast charging is a low priority.
But beyond that, Tesla and everyone else is making steady progress with fast charging, so it is no real block to ev's replacing ice's.
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[ 3.2 ms ] story [ 48.8 ms ] threadIsn't Tesla using the insight of the big O notation to reduce manufacturing complexity by keeping the BOM parts as low and as simple as possible?
- The battery packs are already created of modules.
- battery manufacturing capacity might be the limit to growth of tesla as a company (cars, trucks, semis, utility power)
If 75kwh gets 322 miles, using dumb math gives 429 miles from 100kwh.
Now ludicrous... I wonder if the model 3's permanent magnet motors could handle it or would they need to be upgraded.
I'm also uncertain of the raven model s performance has the permanent magnet front motor - I've never seen it confirmed anywhere.
IMO the best way to talk about EV is with time of (fast) charge for 300 km (approx 200 miles).
Let me explain, 300km correspond to about 2hours of driving, at which point it is recommended (if not mandatory for professional drivers depending on countries), to stop and take a break.
The perfect EV (still IMO) has a fast charge bellow 15min (the recommended pause time) for those 300km (and obviously an autonomy over 300km).
Sure more autonomy might be useful in some cases, but it just drive the price up without real benefit to the average consumer (individual and expecially professional still they often legally have to stop after 2h). Also, extra automony will make 300km charge faster since the charge is fastest for low battery.
But autonomy alone is not a good metric. It's just comparing EV to thermic vehicules in an unhelpful way, and reinforcing the perceived benefit of autonomy of thermal vehicules that do not really useful to the consumer and makes driving significantly more dangerous.
But beyond that, Tesla and everyone else is making steady progress with fast charging, so it is no real block to ev's replacing ice's.