What is Elon Musk's "single biggest concern" for long term production growth? - Video http://t.co/VADjrMcVab #tesla #elonmusk— Tesla Social (@TeslaApp) August 26, 2013
Should $tsla shareholders be concerned as well?http://m.seekingalpha.com/article/1657582-teslas-crushing-battery-supply...
Time to buy some stock in Li-ion mining companies.
*Li mining companies. I think the Ion part is specific manufacturing process or something.
The raw materials I mean haha.
Peterson is a moron.......
Yes, batteries are an issue and yes Tesla needs to make them happen. This truly is the most significant task ahead of the company. However, the question is not if (as Peterson would have you believe) but how is Tesla going to make this happen. I think that how will have a huge impact on TSLA moving forward.
If Tesla produces the batteries they would have the advantage that no competitor could use them.
Ah, the dog wagging the tail. I like that.
Yes, but Tesla doesn't really care about Li-Ion. They care about energy storage. If they invest significantly in Li-Ion, they run the risk of having a ton of capital wrapped up in a single technology. If a better battery technology comes along, they'd have barriers to change.
Exactly, jq5073. Battery tech is in pretty significant flux right now, with many technologies "on the cusp" of at-scale viability. It wouldn't surprise me a bit if the battery that I stick in my MS to replace my original battery in 8 years wasn't Li-Ion at all.
...this is indeed a major obstacle for Tesla, both in regards to driving demand and thus prices into the ceiling by their production alone - but also as a problematic sourcing-issue. If total production of Li-Ion batteries are able to supply about 100.000 cars and Tesla is already making 30-40.000 a year I am pretty sure the inflation has already begun.
By other words; I should have purchased a P85, bot a measly P60!! ;/
.....capacity must be funded (by the entity that wants it). No free lunch here. Tesla must take a stand and I can not see them re-engineering their battery pack for a new technology for G3.
But then I have been wrong before.
Peterson isn't a moron per se - he is articulate and writes well, but he IS clearly wrong and has an agenda. But he's not dumb.
@Mr Electric Elon doesn't want to make Tesla the biggest electric car maker, he wants to make it easier for everyone to own an electric car regardless of brand. So, he's gonna share.
"Moron is a term once used in psychology to denote mild mental retardation"
So, yes, you are correct in that this definition does not apply. However, the five year old play ground definition most certainly fits when Peterson refuses to acknowledge simple truths. I really should keep these types of comments to myself and remember what my mom told me about not saying anything if...
Sure, but i dont think the other carmaker want EVs!
So Tesla should be competitive.
Peterson is relentless in his insistence to be wrong.
Buy Panasonic stock. I did a while back, rising nicely.
I really really wish people would stop posting his insane babel. According to Peterson Tesla is supposed to be filing for bankruptcy already.... hell Tesla wasn't even supposed to make it to delivery according to him.
Don't forget how supply and demand works. There are several ways of looking at it but pretty much if there is demand there will be supply. The only reason we don't have huge battery factories is because none were ever needed. Now that Tesla needs batteries the suppliers will start making them.
On the negative side to that, In Missouri our legal system is doing EVERYTHING it can to stop the creation of METH to no avail.
Same goes for fuels and oil. A friend of mine works at Washington University. She has an algae that is a direct drop jet fuel replacement... no other refinement needed. They are working on scaling. It will be a very very long time before jets can fly on electricity alone.
Looks like one of those "10X the capacity" battery designs is gonna be needed.
I love it when JP resorts to 'you ad-hominemmed-me' cliche and he calls other commenters fools and worse.
This guy is out to lunch on Tesla. It will burn him, as it should.
Given Tesla's investment in charging infrastructure, I would be pretty confident that Tesla has looked at all the alternatives and decided to bet the farm on electric.
@ A Realtor: +1
You sound like a true realtor. That farm is off the market for a looong time... ;)