Tesla Q3 - Just the Batteries // 4680 On Track, Giga Berlin, Supply Chain, and Leaks
发布时间 2021-11-03 16:00:12 来源
摘要
This video is a wrap of Tesla in Q3 2021 from a battery perspective. I cover my thoughts on whether the 4680 is on track to progress, Giga Berlin, quite a bit about supply chains issues, a leak, and also the Plaid Model S pack teardown by Ingineerix.
Videos Referenced:
Joe Justice - Agile at Tesla: https://www.youtube.com/watch?v=w5c5KzpamiM
Teslacek YouTube Channel: https://www.youtube.com/c/Teslacek
Munro Live - Giga Berlin Review: https://www.youtube.com/watch?v=vTbRvolzXzE
4680 Production (XPod/Alex Tourville): https://www.youtube.com/watch?v=uJrLc_CRj74&t=4s
Ingineerix Plaid Pack Teardown: https://www.youtube.com/watch?v=JRT32j-RZZc&t=1s
12,000 Tonne Full Body Casting: https://www.youtube.com/watch?v=rq1Z5QJLPy4
Patreon: https://www.patreon.com/thelimitingfactor
Paypal: https://www.paypal.com/cgi-bin/webscr?cmd=_donations&business=XKK5KYEWXW87Y¤cy_code=NZD&source=url
Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LH
Teespring: https://teespring.com/stores/the-limiting-factor
Reddit: https://www.reddit.com/r/TLFBatteries/
Twitter: https://twitter.com/LimitingThe
*Timeline*
00:00 Intro
00:50 Help finding a 4680
01:41 Annual Meeting // Fremont 50% Boost
02:47 Annual Meeting // Supply Chain & Battery Shortages
04:35 Annual Meeting // Shortages & Vehicle Delays
06:22 Annual Meeting // Final Thoughts on Supply Chain Shortages
07:10 Annual Meeting // 4680 Production and Vehicle Ramps
08:41 Annual Meeting // Recycling Shortfall
09:49 Annual Meeting // Lithium Supply and Alternatives (Sodium)
11:58 Annual Meeting // LFP Cathode and Nevada Lithium
12:18 Annual Meeting // Spooking the Horses and Nevada Lithium
13:44 Annual Meeting // Electric Planes (eSuperVTOL)
15:33 Annual Meeting // Megapack Factory and Battery Suppliers
17:17 Giga Berlin // Where will Berlin’s initial cells come from?
18:07 Giga Berlin // The Battery Packs
21:31 Giga Berlin // 12km Anode Roll
23:04 Giga Berlin // Cell ‘Wiring’
23:47 Tabless Cell Leak // What is this thing?
28:16 Plaid Model S Pack Teardown // Significant Improvements
30:49 Quarterly Report // LFP Standard Range & 4680 Pack Progress
32:03 Q3 Earnings Call // When will 4680s go into vehicles?
35:19 Q3 Earnings Call // $25,000 Tesla
36:00 Q3 Earnings Call // Localisation of LFP & LFP Suppliers
38:20 Q3 Earnings Call // Commodity Prices Question
38:34 Q3 Earnings Call // Elon not on the Call - Thoughts
39:29 Q3 Earnings Call // Commodity Prices – Gigacasting Riff
41:18 Q3 Earnings Call // Commodity Prices and Contracts
42:28 Q3 Earnings Call // Reducing vehicle cost despite high material prices
44:01 Q3 Earnings Call // Diversification
44:44 Q3 Earnings Call // Strategy for Anode Materials
47:56 Q3 Earnings Call // Closing thoughts – News Tidal Wave
#BattChat #BatteryTwitter
Intro Music by Dyalla: Homer Said
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