The Frightening Economics of TESLA’S 4680 BATTERY CELL
HTML-код
- Опубликовано: 25 авг 2024
- Head to squarespace.co... to save 10% off your first purchase of a website or domain using code TMIOTESLA
Tesla's new 4680 battery cell will be hitting the roads inside the Model Y in 2022. Tesla already makes the most efficient electric vehicles on the road, but the 4680 is expected to halve the cost of the battery - the most expensive part of the EV, which will be a game changer for Tesla in bringing more electric cars on the road at prices competitive with ICE cars. While the 4680 battery brings new innovations in terms of new cathodes, anodes, structural battery pack with the Gigapress, and new Gigafactory designs, there are many areas with the 4680 will indirectly help to cut costs as well. Investment firm, ARK Invest, uses Wright's Law to show that battery costs will decline as volume continues to double, and the 4680 will be the key to ramping up high volume battery production, and unlocking new products such as the Tesla Semi, Cybertruck, Roadster, and a $25,000 Tesla.
#Tesla #ElonMusk #4680Battery
• Tesla’s NEW 2022 Model Y CHANGES EVERYTHING: • Tesla’s NEW 2022 Model...
• Tesla’s Van is Coming Soon and is a GAMECHANGER: • Tesla’s Van is Coming ...
Website: themarketisope...
Patreon: / themarketisopen
Twitter: / themarketisopen
E ln(musk) T-Shirt: www.amazon.com...
Disclaimer: We are not financial advisers, and nothing on this channel is meant to be financial advice. The ideas expressed on this channel are purely opinions and should not be regarded as objective information. Nothing on this channel is a recommendation to buy or sell securities. Do not assume that facts and numbers in any video are accurate. Always do your own due diligence.
Bugging me for a while now is "why do manufacturers make single-layer cells instead of 2-layer cells"?
If they adhered anode graphite to both sides of the anode metal sheet, cathode nickel to both sides of the cathode metal sheet, and jellyrolled round batteries with one additional separator sheet, they would have, on packaging and pumping in electrolyte, a cell with just slightly lower current but double the voltage, with slightly less anode and cathode metal sheet than a single-layer cell.
A 1.8 times increase of energy density.
did you find out the answer to your question?
November 6th, 2021, I drove my 2014 Toyota Avalon to a Tesla dealership and test drove a Model 3 Performance. I was very impressed! It was the equivalent of going from a flip phone to an Apple iPhone 13. As I drove the Model 3 through the traffic, I began to feel sorry for the slow ICE cars all around me.
Not to rain on your parade, but remember this euphoria next time you sit for 30 min charging in a sketchy area, trying to eke out 50 more mile range so you can properly charge in a safer neighborhood where you don't have to worry about being accosted. On a brighter note, our grid is tapped out pretty much and some areas experience brown outs already. Since we are not building new power plants, I wonder where all this electricity is going to come from.
@@bogdanpanek3481, thought-provoking reply. Thanks for the reality check.
In my apartment complex there's ev charging spots and at the local shopping centres there's supercharging stations. I think it'd be cool to utilise them overnight or while you're shopping to keep your car topped up. Pretty cool if you have a car that can make use of these things
@@OneIdeaTooMany How many charging spots for how many cars? I've pulled into a 600 car parking garage before to see only 6 chargers, all taken.
@@bogdanpanek3481 Right. Does anyone else think of this, or offer an answer? In California, how will all the electric vehicles and other non ICE things ( small gasoline engines used by consumers that are to be banned soon) be charged up?
Do you think Tesla's 4680 battery cell will be the key to unlocking new products such as the Cybertruck, Semi, and $25,000 from Tesla's roadmap? Be sure to check out:
TESLA EYES SAFER LFP BATTERY: ruclips.net/video/lNj37FW50bk/видео.html
Tesla’s NEW 2022 Model Y CHANGES EVERYTHING: ruclips.net/video/bdY6n0Qg5Pw/видео.html
Visit our website themarketisopen.com for instant quotes and financial data
The key for 4680 is production and scale. When production lines are producing at scale the economy of the cell, regardless of its density, which will be better than current cylindrical cells, will be the answer to battery supply as well as economy of the battery pack. In a couple years, this will be a huge advantage.
@@mtb-go What is the source of your information? I see Australia 42ktonnes of Lithium to be on the first place, Chile with 18ktonnes on the second and China only 7.5ktonnes being #3 in Lithium production just a bit more than the next one which is Argentina. Also many more mines are in development close to production locally in the USA and Canada. There is a lot of Lithium carbonate and hydroxide available for mining, it is just a question of building the capacity which is in progress at the moment. Lithium is one of the least difficult problems of battery manufacturing because of its abundance and a very small amount actually needed in each battery pack compared to other metals and materials.
@@mtb-go That is not important. Those are just reserves, not something we actually need to mine. It is like having the biggest reserves of salt water. What I am saying is that Lithium is definitely not a bottleneck in battery production and there will be enough capacity as new production is being developed as we speak. Lithium is so abundant that the only important metric is who has the capacity to mine and process it, not who has it the most of it in its soil or water.
@@mtb-go Fair point. I use actual data mining production statistics where it is clear China is NOT the biggest Lithium production country. Maybe it will be in the future but there is so much existing capacity and new opening mines that there will be no reason to import from China when batteries are produced locally. I agree that it is good for China to have its own local resources for Lithium because China has one of the biggest battery manufacturers who have plan to produce even much more in the future (BYD, CATL, likely Tesla in-house production and others). I'd say there are metals and chemicals much more difficult to come by in batteries than Lithium bu I agree that considering the time needed to increase capacity there will be a period of demand outpacing supply but it won't be long.
@@mtb-go So long as RNG is derived from waste material that would otherwise decay without deriving the energy benefit, it would be advantageous. My two issues with is are 1) the biomass is composted in a manner that maximizes methane production, subjecting the environment to the possibility of methane leaks, and 2) biomass that is grown for energy is used rather than "waste" biomass.
My first concern can be alleviated if it can be demonstrated that the waste streams as currently treated would naturally emit as much or more methane as would be expected to leak from an enriched composting method managed by reasonable standards for plant maintenance.
The second is the larger issue as capital investment into a composting facility relies on a stream of compostable material.
We must balance our concern about local environmental consequences of resource extraction any of the resources we use, not just those intended for the renewable energy market. I played as a kid on a fair amount of land that was ruined by spillage, sometimes intentional, of waste fluids due to crude oil production. That spoilage was for a material that was burned once. Strip mining of coal, another material consumed once, has left many scars across the world. Lithium, if extracted in a manner that protects local water sources and does not introduce heat-trapping or toxic materials into the atmosphere provides a material that is quite useful for keeping the planet from dying and giving future generations a chance at living a reasonably comfortable life. When incorporated into batteries we are already demonstrating that it is highly recyclable, along with the other elements, such as nickel and cobalt and such. It is interesting that the minerals used in batteries are placed under much higher scrutiny than those same materials when used in the everyday applications we are already accustomed to. Mining should be performed responsibly and with proper restoration once the resource is depleted. However, that is a universal statement, not one reserved for those minerals directed toward renewable energy projects.
To your interest at hand: RNG may have benefits over direct incineration of waste material in preventing the release of toxic gasses along with the water vapor and CO2. Direct incineration does convert the waste to energy prior to excessive methane production. I have not studied RNG to know if it can extract higher heat value from the biomass than straight incineration would. If it can, that would be a plus. I have seen information where RNG has been implemented in what I think is a very competent manner. I just don't know that it scales. That said, I can't cite information to indicate that it does not scale. So far, it is an interesting tool that I have concerns about, particularly its scalability.
Finally, if suggesting that RNG, or methane, is a viable stationary storage of energy that is where I have the greatest concern. Current practices for storing NG, methane, permit the potential for too much loss of product in storage (many times natural underground formations) and transportation. Just like mining, this needs to be improved but we currently do not impose sufficient financial penalties to ensure they are improved.
@@mtb-go Apparently there is no human population increase. Human population has actually been decreasing recently.
The 16% range boost is partly because of less mass from fewer canisters containing battery material.
But a large portion is the decrease in “heat generation” from the tabless design you mentioned earlier in the video.
Heat generation is just stored electricity that is converted to heat through the friction that the electrons experience, the resistive heating in the 4680’s was reduced by 99.8%. The friction that electrons experience in the 2170’s was 625 times higher than the friction in the tabless design. It was a really dramatic increase in efficiency, and 4680’s would be almost as likely to burst into flames as a Chevy without the tabless design.
Yes, less heat generation = higher efficiency. Thus easier temperature control and also greater safety.
This factor also enables faster charging.
I feel Tesla has been Sandbagging the 4680 stats....in order to keep selling current models. If people knew there was a huge difference in performance and costs, people might delay their purchases. Just think Teslas will now come with Fed Tax Rebate, better performance, cost and not to mention it would be safer.
@@tonespeaks all very true. I suspect there is a huge group of people waiting for further advances like 4680’s, tabless, structural battery pack, etc. to finally make the jump. In any case, Tesla’s come with a “feature” few people like now, long waits for delivery.
Your numbers seem highly inflated. Source or lie.
I can just imagine the blood slowing draining from the heads of legacy auto CEOs watching this video.
Management-manufacturing innovation is the real significance of this battery, good reasoning.
Just like BYD has been doing with the excellent blade battery!! Lol.... even the CATL prismatic battery cells are excellent and requires significantly way less cells than tesla 4680.
I feel there is more to this market than we know. Ask for a proper guidance before investing in this pretty much complicated market
I have made quite a stride investing on my own but i am aware of the benefits of consulting with a professional but haven't found one yet
@@stevegrey1130
Are you trading it on your own?
When it comes to investing most people don't know where to start.
I invest in real estate, i am planning on increasing my portfolio
I always attend his seminars in Barcelona every year, i love his teaching and explanation
As a GigaNV employee, our limitation is labor, not supply chain.
Is there a labour shortage ans GigaNV, do they take a long time to train?
What positions do you need, my parents is looking for a job.
labor is the problem everywhere for everyone right now. that is what is causing most of the shortages in the first place
It is actually the supply chain mate.
Another exciting EV manufacturer also has an innovative battery architecture and also makes its own battery cells. That is BYD. There is room in the market for both Tesla and BYD. Can you do an analysis of BYD similar to the one for Tesla that you presented above? I am anxious to learn more about how the two companies compare.
I would like to see this as well. BYD is highly undervalued
tesla is king. gonna take a lot to dethrone them.
Yes apparently China's FSD progress is much more competitive with Tesla, and it's myopic or ignorant to ignore that.
Let's not forget the CATL prismatic battery cells which used in a battery pack means significantly less cells compared to the tesla 4680, and the prismatic battery cells/modules can be very easily reused and recycled for a second use compared to the "structural" nonense battery pack.
@@justabrokeredneck thats what she said lol.....
The problem is 44k isn’t cheap, that with a 25k battery replacement in 4-5 years makes it a financial lemon.
elon musk must be the only guy on the planet to look at Kim Jong Un's haircut and think, 'i'll have one of those'
We have a Hold Order for the 4680 batteries on the Model Y. We hope the price is lowered plus we also receive the Federal EV tax credit would be great!
You left out, or didn't emphasize a few things...
Tabless enables faster charging and higher performance as well as radically increased battery life.
The much lighter structural pack enables superior handling (even lower polar moment of inertia), performance - acceleration / ride / NVH / range / safety, and much lower cost.
As you implied, this will be an incredible leap forward in automotive engineering and battery storage!
Why do you suppose it is that Tesla has *Never* *Ever* made a profit or declared a dividend. How do you account for that?
@@vhawk1951kl profitable 10 consecutive quarters...
I’m glad I waited to order my Model Y …. I want the 4680 for sure.
2:07 Even though rising costs were mentioned in the Q3 call, I know Tesla did not raise prices 20% because costs were up.
That was not about eroding margins or decreased profitability.
Remember how fat their margins were during Q3 earnings? 28%!
They just have more demand than they know what to do with.
They don't get any tax credits.
They don't spend a penny on ads.
They don't give a discount even if you buy 100k vehicles.
Yet they STILL have a giant wait list!
They just can't make Teslas fast enough....but Elon's working on that.
He would like to lower prices now....but he can't! If he reduced prices right now, demand would explode and waits would be several years long.
So until the 4680 comes along and speeds up their production lines, higher prices are the simplest way to keep delivery times from becoming insanely
long....until the US tax credits kick in, and they have to raise prices again...because it's the only fair way they can handle the insatiable demand for their EVs.
The 2022 Model Y is not the same as a 2020 Model Y. New, better batteries, cast front/rear, hepa filter, octovalve, double pane window glass, and much more. These improvement are not free so why the surprise that the old price is not still what it was? Tesla gives you what you pay for.
@@jacka7211 Fair comment. Their margins are still insane though. Actually they went up.
I don't know if there will be tax credits for a while for two reasons: 1) The EV demand is already higher than capacity so tax credits won't accomplish much. 2) There isn't much support for Tesla in the current administration. I think this is because they aren't dominated by Union representation. Since Tesla is dominating this market the Administration would likely view tax credits as mostly benefiting a non-union corporation and detrimental to their power base.
Why do you suppose it is that Tesla has Never Ever made a profit or declared a dividend. How do you account for that?
@@vhawk1951kl Idgaf whether they pay a dividend.
Excellent presentation. Thanks for putting this together.
Glad you enjoyed it!
I almost bought the plaid. But opted to wait for the 4680. Current Tesla still running smoothly, although less capacity.
I've read that the Plaid won't get the 4680 as it (the 4680) doesn't accelerate as fast due to its larger size. The tabless design of the 4680 compensates some for this but not all the way. I can find and share the YT video I found on this if you'd like more info...This is, of course, conjecture, but since Tesla wants the Plaid to be the fastest car, using the fastest battery (not the 4680) would seem to make sense.
@@MrMhfreak Better to wait and see when the 4680 comes out. Imo it should be faster because of its design.
So LFP cars will NEVER be used in Minnesota where temperatures get down to -40 F and sometimes down to -70 F
I think Tesla raised their prices due to infinite demand (supply/demand) more than supply chain issues. It would be bad business to have 2 year wait time for a base model 3.
There is also the thought that prices have increased incrementally recently because a new tax credit is eminent.
@@chunbelievableSRK From what I heard Tesla was making a lot of its money selling credits to the other auto manufacturers who weren't meeting government regulations in their electric offerings. Now with all of them starting to really get on board it's just a guess but they'll start making a lot less money on those credits as the other manufacturers finally start releasing electric vehicles to the percentage standards that were required. It would make sense they'd have to raise their prices to continue to make a decent profit. Of course take it all with a grain of salt, this is only what I've heard so it could very well be wrong.
You're correct, the others in this thread are wrong. They raised prices to reduce wait times. Their demand is insane.
I agree before recycling technology keeps up and becomes more efficient, mining would have destroyed irrevocably those third world countries, contradictory to the main goal of renewable. It's sad businessman will take shortcuts to get to the goals. Fuel cell is the future.
@@Jihalizad2004 you're quite correct
Nice presentation! With the progress Tesla is making, I just don't see how GM can catch up, let alone compete, with Tesla on price. (unless they get additional Government subsidies)
You mean like the subsidies Tesla gets? If real vehicle manufacturers starts serious EV production Tesla wont be able to sell the carbon credits any more and will go bankrupt.
You've been sold a lie.
It's water under the bridge at this point for GM, well beyond the point of no return. They will be the first of legacy auto manufacturers to completely fail.
GM are a joke.
And they're screwed.
@@AndrePelservr2 if Tesla relied at all on the credits, they would indeed be screwed.
They don't, and all the ICE legacies are screwed.
Riding the waves of top class, high priced introductory car models, was pioneered by the agents for Mitsubishi, in New Zealand, in 1970. Such a car, with design, style and appeal it had potential buyers enthralled. A year on and a smaller, more affordable fastback came on the market. That got four doors and the market rushed ahead with their share of the market reaching 17% in six years. Many sent spies to know how. Hands introduced its new brand. The race was on. Begin with your best effort and the rich showing the way.
Awesome video. The distance between Tesla and OEM is huge and the early, innovative strategy by the company and Musk has and will continue to provide huge advantages over the legacy automotive companies.
It would be cool if Tesla looked at new advanced materials as well to displace current materials used in electric powered mobility. For example, it could possibly replace some copper formed parts with Aluminium-Graphene composite formed parts. UK listed company, Tirupati Graphite, also OTC: TGRHF has developed such a composite - it has superior thermal conductivity to copper and nearly rivals the electrical conductivity of copper all while being nearly a third of the weight of copper and Tirupati Graphite is working with the likes of Rolls Royce to develop applications in power and propulsion systems.
35 GWH total is roughly 2.7 GWH per line per year. Or 36,383: 74 kWh packs per line per year.
1,516 packs per hr of the 74 kWh pack size per line.
TeraAustin will be producing a Terawatt of packs per year, once it’s fully ramped.
So put a $127 per kWh pack costs, 56% pack cost decrease is $72. Meaning $55 per kWh pack costs: $55x74: $4,070 vs $9400 @ $ 127 and it'll continue to decrease every year to 18 months.
mass production will be linchpin to reduce the production costs and increasing the profit margins.
The full impact of the 4680 escapes most people at this time but soon they will find out.
There is one problem the 4680 is easy to copy.
@@pyrofan3445 the manufacturing isn't
Most of Tesla's ip is open source anyways
"Prototypes are easy, production is hard"
@@live688 batteries are easy to make, it's modern old tech.
@@pyrofan3445 relative to some tech like fabs for chips, sure
But in general if it were so easy I don't think we'd have such a supply constraint for em, even prepandemic.
Plus issues throughout the production also include supply chain sourcing and consistency(bolt battery issues for example)
@@pyrofan3445 That's fine. Tesla are ok with that.
My wife just bought a Chinese made Model 3 with an LFP battery...
Any good? And how much? tia
One of your best. Very compelling. Thank you.
Hoping the model y will have 4680 by my July/August delivery date. Also hoping its not LFP since I’m in Canada.
Hoping for the same bro, mine is scheduled for June 2022, and also from Canada
@@HWOK4 yes mine is scheduled for June also . I want the 4680 battery also. I wondered if you can request a delay In delivery until the new batteries-are installed.
@@jimrtoner7673 We informed the Tesla Advisor our order was with the condition it had the 4680 battery. Tesla accepted that and now my Tesla Account shows a HOLD with a reservation number. I suggest you call a Tesla Advisor and do the same.
I really hope that the LFP cars get vehicle to grid.
Well, keeping in mind that 4680 is a packaging format; not a chemistry; we should assume that any chemistry of the past or of the future could be built into this format. Nobody seems to be talking about the possibility of Tesla making 4680 LFP batteries in the future, but this is an oversight. Patents relating to the LFP chemistry are rumored to expire next year. The nickel chemistry is still evolving, and there's a new cathode using silicon and graphene somewhere making the news.
The benefits of the 4680 format are mostly all consequences of the "tab-less" (myriad tabs) idea, which not only reduces internal resistance and ensuing heat generation, but also reduces thermal resistance, so whatever heat IS produced, gets quickly transferred to the outside, and carried away by circulating coolant. This vastly improved heat reduction allows the batteries to be larger, thus reducing the numbers required, which cuts the per-unit time and money costs. This applies to any foreseeable chemistry.
As far as assigning chemistries to vehicles, I would consider a different idea: I would MIX them: 2:1 or 3:1 or 4:1 ratio of LFP to nickel, interspersed so that each nickel 4680 is surrounded by 4680 LFP's, as to reduce nickel to nickel fire spread hazards. Of course, this would imply having two controllers, as LFP and nickel don't share a similar voltage profile. One advantage of this would be that in a very cold climate, where the car was allowed to go below freezing, perhaps the nickel batteries could supply enough energy to warm themselves up first, then warm up the LFP batteries, and so manage to get the whole thing started. Another advantage would be having some of the qualities of nickel for time bursts at a lower cost than that of a full nickel pack. Perhaps the ratio could be variable, with a performance model going 1:1, for example.
Tesla's 4680 dry anode technology is essentially a solid state battery that can be mass produced at 28 mph.
@@ericogden4589 The process to form the anode is dry ... they add liquid electrolyte to the cell at a later step. It isn't like a solid state battery.
Lmao it’s not as simple as that. There are electrolyte considerations as well with a change in anode/cathode material
@@ericogden4589 That's only "dry-forming"; they still use a liquid electrolyte; no?
@@thexperimenter88 *_"Lmao it’s not as simple as that. There are electrolyte considerations as well with a change in anode/cathode material"_* Lmao, just change the electrolyte; what has that got to do with the physical dimensions?
Do you know if Tesla is planning to use the 4680 in their powerwall's for home electrical storage? Also are the current powerwall's using Lithium Ion or LFP battery packs?
Wait until BYD smokes the 4680..with a blade battery. 8000 batteries glued together will be like a cassette recorder would be today in 2 years when you're first usually you get passed. Already 2012 to 2014 battery packs are failing everywhere.. The is a reason for the max 8 year warranty. I remember xerox, AOL, Yahoo, blackberry, Ford, all first in the industry
Energy density is a lot less important on powerwalls than cars. Also charging speed. I think Teslas is planning to recycle car battery packs into the powerwalls, but they really don't need cutting-edge tech.
What a paradox: obviously not "green" battery production...
Reading about people grabbing multi-figures monthly as income in investments even in this crazy days in the market,any pointers on how to make substantial progress in earnings?would be appreciated...
You have to have an idea on what you wanna invest in carefully before going in
Indicators are very lagged so one cannot rely on instead they should look into learning price action trading with her is a good
I think a Good T/A like her will pay off more than random u-tube videos,a lot of RUclipsrs don’t actually care if you loose money, they just want more views and traffic!
Sounds like the 4680 might make a good home powercell backup power source.
I thought so too, especially as in time as the vehicles wear out the batteries are still viable for thousands of charges. The next era of recycling ?!
18650 and 26850 already can do it. I am doing it now. Why wait?
@@mackelby1 Seemingly more charge cycles.
@@thesilentninja9255 AGREED. Just stating it can be done now.
I have a feeling we are going to get a revolution in battery tech over the next decade or so because with Tesla racing ahead, it's going to put a lot of pressure on other car companies as well as battery companies to get their act together and they need to get their act together because as big as Tesla is, there nowhere near big enough to produce enough batteries for what the market demands and not just for cars but for homes and other devices.
Basically, all Tesla needs to keep doing is upping the pressure on the car and battery industry so they get their act together and that's when we are likely going to get a revolution in battery tech on price and capacity and like anything in history, you only need one player to get the entire industry moving and it looks like Tesla are doing that for EV cars and batteries.
Meanwhile: prices up, range down.
1 - has anyone looked into the byproducts in battery production?
2 - has anyone looked I to the byproducts of battery "recycling"?
3 - how long can we produce these batteries? They use an incredible amount of rare elements
4 - has anyone looked I to the power draw these have on the grid?
They use an incredible amount of energy to charge and many states can't keep the light on if you run your AC
4680 production (esp in the US) could be the near term answer for grid level storage issues. The AUS province of SA stores renewable sourced energy in a 1850 based bank, and is now sought after by neighboring provinces. Excess energy desalinates sea water, splits water into hydrogen and oxygen, and is sold to their neighbors. 4680 based storage, relying on less or no nickel or cobalt, can revolutionize the overnight storage issue world wide, and grid level storage doesn't need the energy density. Further, where the sunbelt places the greatest demand on the grid is during midday in the summer, and LFP combines high temperature reliability with long life, two incredible attributes. Truly exciting news for reducing the global demand for fossil fuels. If you have the money to invest in mining companies that supply lithium, you can't lose.
Desalination using excess energy is a great use, and much in need in many parts of the world, thank you for the information!
Yes, the issue with storage is very high cost per kW and the decline of storage in successive recharging cycles. The 4680, redesign in using iron vs cobalt would change the lifetime cost of the batter and make it much more competitive. It also would accelerate the utility usage of battery storage and create a vast new market for Tesla that would increase volumes and lower costs.
Today I have the impression that I am only watching advertisement on youtube.
Fail. Round batteries are 21.50% inefficient by design compared to square batteries.
The reality is Tesla have revolutionised not just cars but they are transforming the entire transport World. Tesla will be the biggest car manufacturer in the World within 3-5 years. Not just EV’s but cars in general. All the OEM’s realise they are a dying breed, they cannot compete or change quickly enough to be competitive with Tesla, and they don’t like it.
Tesla won't be able to keep up with Chinese car manufacturers like BYD. It's more like the beginning of the downturn for Tesla.
And where are the evidence to support such claim?@@kylequest
@@dwerp8 here... look at this company.
ruclips.net/video/UvzRfUGAB_s/видео.html
i’d love
My Hybrid Camry has 600 miles of range on a 12 gallon tank (all-highway -- closer to 350 miles of range all-city (both sets of numbers are my real-world experience)), costs $30,000, and can be refueled in 3 minutes.
Anyway, Tesla's new batteries aren't _economically_ frightening. The only frightening thing about them is they can't be replaced, so the car is totaled when the battery capacity drops too low.
refueled with dinosaurs, that when burn are slowly smothering the planet.
Seems sustainable.. :)
Let's hope batteries do better in there long term sustainability.
@@TheWebstaff: Crude oil is made from the remains of pre-Cambrian algae, not dinosaurs. By the time dinosaurs came along, all the crude oil that would ever exist on Earth already existed, because by that time seafloor-scouring animals had already spent almost half a billion years vacuuming-up all the biomass that could've subducted underground to create "new" crude oil. Because of those seafloor-scouring animals, earth will never again make crude oil. *Aaaanyway,* combustion engines don't need to burn fossil fuels. They can also burn biofuels made from recycled carbon dioxide. We _could_ make biofuels affordable and abundant if we really wanted to.
The 4680 could last longer than the car bodies. They are looking at making powerwalls with battery packs from cars that have worn out. I think your hybrid Camry was a good choice at the time and seems to have made economic sense. My brother has a 9 year old Model S, bought used. He has free charging. He just put his first brakes, and he has bought tires. Total maintenance in 9 years.
This video has answered more questions than others e.g. the lifetime difference between the iron battery and the nickel batteries @ 20:20. I have not seen that elsewhere. Excellent.
Never will pay that kind of money for any car, and not going to ever own an ev.
The 4680 design (size) is a good option for solid state batteries once they become the battery of the future. The factory would require very little alterations to switch over. The only issue to convert the battery to a solid state is the electrolyte medium.
Not necessarily. From what I understand, the way both batteries are designed and put together would be pretty different. 4680 uses a circular design, whereas solid-state batteries tend to be rectangular. I'm sure someone can correct me if I'm wrong, but the machine process would have to be completely retooled or restarted from the ground up to accommodate the new battery type.
I just did a wiki dive on the 4680 battery.
It looks like the battery got its name for having a 46 mm diameter and an 80 mm length.
Nobody ever explained the name to be before.
I wonder if there would be a small semi for daily use and adventuring… eRV-ing.
awesome. if they get to that point, selling their batteries to the industry would be a good idea and could fund their car development. would love to see them vastly improve build quality.
Most other manufacturers don't even employ cells - they use cheap and shorter life pouches.
Why do you suppose it is that Tesla has Never Ever made a profit or declared a dividend. How do you account for that?
@@vhawk1951kl Tesla certainly do make profits and few if any high value companies ever declare a dividend. The explanation being that investors in company stocks (or to put it more correctly these days, speculators) get a growing share value rather than a dividend. But for Tesla as a vehicle manufacturer, you need to look at the Industry as a whole. Ford are $170+ billion in debt, Mercedes $120+ billion in debt, BMW $80+ billion in debt, and so on and so on. The only thing keeping most Auto manufacturers afloat these days is creative accounting. I do agree that Tesla is certainly no worse than the rest of them, but they are certainly not the only ones fudging figures, but they have been doing it for a lot less time. As for pouches vs. Cells - there is a great deal about the pluses and minuses on the internet but in short (no pun intended) 200 pouches and you lose one, you lose 1/200 of your range. 5000 cells and you lose one, you only lose 1/5000 of your range. Which is why Tesla opt for the more expensive cell design, for the benefit of longevity for the hapless customer.
What I now want to know, since I just now thought of it, is what is the effect of HVAC systems on battery life? In gas vehicles, heat was negligible as the water route is always present & in use. But in AC it causes drag on the engine resulting in reduced mileage. Electrics would have to supply a heat source which will reduce A-h. A traditional AC system though all electric in this scenario would still cause drag but on the battery ("gimme more power to do this work here"). I am aware certain alts exist but I don't know if Tesla has been able to convert them for their purposes or what that overall draw on the battery would be as it would have to be scaled up from the applications I use. I don't own a Tesla, nor have I considered them much until recently. What I do know is that I wouldn't want to freeze in winter and be subject to 280 AC (2 windows x 80mph).
Yes. Being comfortable is very, very important. Especially when the sun continues to shine and pollution continues to trap heat closer to our fragile, waterery, furrless bodies. Also, I like the complete silence found within almost all ICE-equiped vehicles. I'm so comfortable in my Mercedes that I barely pay attention to what I'm doing! Hell, I'm on my phone most of the time and I don't need something as annoying as inadequate cooling interrupting the trivial nonsense I get check off my list when I operate my weapon.
How many electric cars do you see in a midwest winter? None. There is your answer. Electric vehicles are not acceptable and never will be for some consumers.
@@ericfitzsimmons1202 It doesn't mean they aren't viable, but only answerable to the question. They may have found a way. I, for one, simply want to know. Especially since the dick beforehand thinks I even have a BMW or Mercedes. And I don't even live in the Midwest so... the fuck if I know.
Ac isn't a problem, most people already use it when driving in their ev.
Heat (with a heat pump ac system) is also not a problem, except!! If it's too cold (below 0f) and the heat pump can't keep up and needs to kick on resistance heating... Resistance heating kills mileage.
Pretty sure most ev's these days have heat pumps.
@@ericfitzsimmons1202 they are getting there tho
I have not purchased a new car since 2012. That was a Fiesta and that was purchased to have a cheap commuter car. It still runs well, and it is what Tesla has to compete against to get my coin. The 4680 driving down the cost of new Teslas will certainly increase the available market, but even then the growth of market share will add further pressure on Tesla to further multiply production capacity which will further improve battery efficiency. If I live long enough, I might find a Tesla car to be attractive.
Even tough I will not buy a Tesla soon I find it interesting folowing Tesla.
We think we need a 25k Tesla, but when you factor in the low maintenance costs, a 35k Ev is the same price as a 25k ice car even without subsidies.
That depends on individual usage. That MAY be true for some people, but it depends on a variety of factors.
They have vertical integration like Apple…they make the hardware and the software….it’s an unbeatable combination
Apple design most of their product but manufacture almost none of it. Huge difference. Steve and now Tim were never qualified to tie Musk's shoelaces.
Tesla is far beyond Apple in vertical integration.
@@lighthousesaunders7242 Steve Jobs was a rare visionary as is Elon Musk. Tim Cook is a quite talented bean counter.
Nonsense, they have zero vertical integration compared to apple. Tesla parts are also made all round the world from Mexico to China, Taiwan, South Korea, Japan...... go watch videos on tesla teardown.
@@lighthousesaunders7242 tesla also doesn't manufacture all of their hardware tbh. Apple designs everything in house and outsource manufacturing to the best suppliers around the world possible and let's not forget how apple devices are paired together with such an ease that tesla doesn't even have. The 5nm chips and latest apple macbooks are just another beginning from apple after Intel.
Great video, thank you! To clarify, 4680 is the battery format/design and LFP is the chemistry right? So future model 3/Y/25k cars will have LFP 4680 batteries?
Yes and yes, but not all will have LFP as other chemistries are better for other purposes.
Thanks 🙏🏼 Huge Tesla fan and investor but not super tech savvy. I must have missed it but I’ve never seen this broken down in videos, I’m sure others might think they’re 2 different batteries types or something.
@@TeslaCylon As Wes said, yes to both. Similar to the smaller widely used 18650 batteries that have been available with LFP (lifePo4) chemistry for years. Interesting that LFP patents have just run out and now counties other than China are free to use the technology.
@@TeslaCylon
.
Same here. According to Limiting Factor (on RUclips) not yet, so no LFP Teslas currently will have structural battery packs.
Correct. 4680 = 46mm x 80mm and can be LFP
Actually the price is going up because a waiting time for a new car of longer than 7 months is frowned apon and not realistic... So they raise the price to reduce demand
Kinda scary how few humans are involved during manufacturing in thes vids
Not if any but the elite ever expect to purchase the product. Or if the product is to be made domestically.
What you are not seeing are the engineers, the programmers, the fabricators, the technicians, the mechanics and the various venders and suppliers and the people they employ. Your's is a common concern for those who might feel threatened about automation. The basic fact is that automation usually requires climate control, meaning a more comfortable workspace, and well and often highly educated personnel - usually equating to better pay and compensation.
if it's part of the structure, then can the battery be replaced or worked on if an issue arises in the pack?
Thx for this great information. 👍 The million dollar question I always get asked is, how can we know for sure the next model Y someone orders will have the 4680 batteries and 1 cast piecing. Will it be on the performance model first 🤷🏽
Cybertruck
I love the idea of these batteries coming down in price and going up in output/performance, one question though, where do all of these batteries and their associated toxic chemicals go once they are no longer usable?
Tesla has already thought of that. Tesla will be able to recycle many of the components that make up the car.
They will recycle the batteries in an automated factory and recover the precious metals and reuse everything they can to make new batteries.
@@jimtoomey9522 and the toxic left overs that cannot be recuylcled?
@@RickRuggiero The theoretical limit is a 96% recovery rate, which several companies have said they have achieved in the lab but haven't worked up to "at scale" production capacity yet. At those numbers, it's a LOT less than all the plastic, chemical and other waste that aren't currently recovered from say, your 2002 Toyota.
@@dabandel well David, a 2002 Toyota is 20 years old and was made in a different political climate and yet I would argue that the parts would still exceed the 96% you are claiming on these batteries. Go do your calculations and you may be a little surprised. I am not against this technology, I just want us all ti understand that there is a dark side to every technology we use and it is not all smiles and happiness as claimed by these marketing videos.
@@RickRuggiero the dark side of new technologies is often much less than the dark side of not having a choice of new technology. If you are so worried about it then don't buy a Tesla. You have toxic materials in your smartphone and your computer so first get rid of those before claiming the moral high ground
When will the Model X be available in Missouri without the import export taxes?
Million mile battery AND cheaper? Bring on the new Iron Age!
Tesla has to get their shit together and build a model 2 for the north American market.
I wanna see a performance/spec sheet for an iron 4680.
this is a pretty good wideo. even with 3 ad plugs. they didnt bother. not another “geme over tesla did it again” video.
Since the battery can’t be replaced separately from the vehicle. You’ll have to buy a new car when the battery has gone through its charging lifecycle limit.
Can’t wait to see tesla’s AI and Starlink to fully take over!
It would be nice to have a comparison between the 4680 and BYD's blade batteries.
Its apples to oranges. Different chemistries. 4680 is a high output nickel based design suited for high performance where the blade is LFP, more suited for standard performance. As stated, 4680 cells will be in trucks and performance models. LFP will be used in standard models.
The blade is another form factor of a prismatic cell. It is very interesting though and its application can apply in power storage applications very nicely.
Sorry if I misunderstood. Will there be a 4680 using LFP. how would that work?
Yes, they swap the cathode material
Nissan Followed this concept in a way, using 2 large flat LiPo (aluminized polymer case / lithium polymer battery) laminate lithium manganese spinel batteries in series, then two of those in parallel so 7.4vdc with 2x as much ah, to an aluminum heatsink module, then 48 of those into the pack in the Nissan LEAF OG & OG1.5 with improvements to the chemistry to push 24kwh to 30kWh. A redesign went to 40kw & the 2nd gen + verion over 60kWh, still leveraging the latest performance of longevity heat fade resistant version of Nissan's proprietary manganese spinel (cheaper) made using high volume laminating technology originally invented for book making ( at an operational & functional level, not all IP) making higher volume production at much lower cost per unit possible. By avoiding cobalt & nickel, using more aluminum & copper, they were able to keep the costs really low per kWh essential early on to make Leading Affordable Environmental Family car or LEAF possible
Hibar , the Canadian battery automation and production machinery company is now expanding and delivering machinery for 4680 Cell Production to Tesla Gigafactories, expect multiple shipments to arrive in Giga Berlin and more to Giga Texas in the future, Tesla Automation, Hibar ,Markham( 50 kms from me) hiring more employees mean they are now serious about battery production Inhouse.
Thank you for the info!
I'm here in Canada and I read that also. Didn't Tesla just buy this company?
@@glenkeating7333 they bought Hibar quite a time ago , maybe about two years, they bought it for the precision additive machinery, it adds the chemicals under very high pressure and it has to be delivered very precisely, they bought Hibar just after buying Maxwell for its Dry Electrode technology , if I recall correctly, Elon and Tesla moves very fast, huge difference compared to GM , Ford and VW, and Toyota, an example is the Giga Press, implementation of that took less than 3 years from dream of Elon to first execution> the two piece Rear megacast from the modY teardown by Sandy Munro , the mod Y now has both front and rear one piece Megacast, not sure about the mod 3, if it isn't yet , for sure Giga Austin will have that for it too,as doing it "in Fremont might be like changing wheels in a moving bus@ speed".
@@aurelio-reymilaorcabal9669 . I've heard about most of this. Thanks for the additional info.👍
Really hope Tesla grow to the extent that they are selling Chassis + Battery combo for other manufacturers
Making the 46800 battery with LiFePO4 chemistry would be a dumb move. The LiFePO4 chemistry (LFP) has a terminal voltage of 3.2 Volt instead of 3.8 V of LiNiMn cells, and 40% more volume; moreover, they stop working totally at -10 °C. Yes they have 2000 cycles instead of 500 (where you got the 4000 figure?).
The only advantage of LFP batteries is they can give raise to the used electric car market.
In first instance, 46800 sized batteries (46 mm diameter, 80 mm length; the ending 0 is for cylindrical form factor) will be NMC chemistry, to enable long range / low cost electric cars...
Question is... will the reduced cost be shared with the buyer... have yet to see reduced pricing!
25k Tesla car we need you !
The bean can size format for car batteries is logical.
They fit the car size and frame much better than small laptop battery cells.
@KOB It's inevitable. Every industry giant is eventually usurped. If you don't move with society, society just moves around you.
@@rorychivers8769 in the UK our electrical grid will not be able to provide the whole country using electric vehicles.
We would all have to have Tesla Power walls and solar panels to be able to provide each household the power necessary to not affect the grid
@@-Rickster- Oh no, I never thought of that!
Good thing we have a great back up plan to keep continuously burning everything left that can possibly be burned while stifling and undermining any and all attempts to try to solve transport needs in any other way than the worst possible of all the possible ways then, isn't it?
@@-Rickster- which is part of the tesla plan, distributed batteries(power wall, etc.) for storage and more continuous overall power availability.
@@-Rickster- Maybe for now... but going forward I'm not so sure. Your country is doing amazing things with green energy, and the ITER reactor seems to be on the brink of a scientific and technological breakthrough--- working electricity generation from fusion power. Going forward it seems that upgrades to the power transmission system are inevitable. We can hope, anyway.... both for the U.K. and the rest of the world.
INCREDIBLE VIDEO MAN. SERIOUSLY. I CAN'T BELIEVE HOW MUCH WORK WENT INTO THIS.
Why do you suppose it is that Tesla has Never Ever made a profit or declared a dividend. How do you account for that?
We have nickle in n.wisconsin/michigan , BUT are controlled by "politicians".
They need all the batteries from suppliers n their own productions.
Plus power walls!
Interesting
Elon, once you mass-produce this new battery, why not sell it to other EV builders, in turn, lowering your Tesla's unit cost is a win-win for Tesla. while using old technology also going forward to invest on the newer battery cells. I'm still hesitant to buy an EV because the life span of lead, lithium will be more of a future disposal headache where China is having problems to fulfill recycle deadline.
I mean why not licensed the tech out to people. They will steal it anyways 😴
Thank you for putting it all together! My guess is Tesla goes straight to Iron manganese.
But wait, didn't Lucid's Rawlinson say that looking at 4680 as huge breakthrough was fantasy :-)
Timely presentation. One thing I'd add is that Tesla's ability to build $7B battery factory for $2B as you'd noted is going to be a huge advantage as we go into inflationary times with higher costs of capital.
Thinking Lucid is going to be able to afford those higher costs of capital in the future while simultaneously needing more capital, without falling backwards even further, if not going bankrupt, is fantasy. IMO.
Rawlinson is deluded.
Build a $7B battery factory for $2B in which stupid dream?! Lol.... stop lying.
Seems to me they should be making batteries with a hollow cylinder in the center to facilitate cooling. Then there's the new stack tech recently introduced by DeWalt...
Oh not that's not new tech that's a lithium poly pouch cell and they are much more volatile and prone to 8% degradation vs 1% per year on lith ion cells. They have a higher output but every other thing that uses them recommends charging them in a fire proof bag
@@mddunlap03 very old tech, DeWalt says double the cycles and twice the power of whatever the concoction is in their regular lithium. Heat 'was' the problem. It would seem they may have solved that. There's a price premium, but if the cycles are true, they're way ahead of anything out there. I believe it's 25% size reduction too, but that's a function of packaging.
@@mddunlap03 apparently DeWalt has new tech! Could have used them for fire starters... Driving that much current?!?! Before, explosion 💥! It's new🥳
I would like to ask what I perceive to be a really obvious question. Why is it that these EV's are not covered in durable highly efficient solar panels to recharge the vehicle continuously? Even if the technology is not advanced enough to keep the car going without stopping to recharge, it would still be a significant advancement for EV's. So why is this not happening, my guess is that for now, it would probably be too expensive to seamlessly integrate the photo sensitive solar panel devices within the outer layer of the vehicle in a way that would be efficient and durable, as well as aesthetically pleasing. I have no doubt that in the near future, these vehicles with built-in solar recharging capabilities will have the potential to recharge without having to stop or plug-in, now that sounds like a future which would include an EV model that supports sustainable energy and a cleaner future (if you don't count the environmental damage caused by the mining of these "rare earth minerals)." So, what's holding this development back, if you truly care about the future of humanity, it would definitely be worth the investment. Leaving the planet is not something most of us can do, and show me another planet which boasts similar environmental conditions, like earth. Feel free to comment/reply to share your opinion and to provide feedback. I'm interested in doing whatever it takes to preserve our life-support systems on this planet, we simply cannot survive very well without a reasonably clean environment. What are we waiting for, the time to act is now!
The answer is that there just isn't that much energy available on the surface of a car: it would hardly add any range. Some very rough maths: Average area available facing the sun 2sq m, energy from sun 1000w/m in full sunshine, efficiency of PV cell 20%, average daylight sunsine 8 hours, 30%. This gives 2 x 1000 x 0.2 x 8 x 0.3 = 3200. So, that would be 3.2Kw/h per day max, or approx 10 miles range. This would take about 28 days to charge a Tesla model S with a 90Kw/h battery. It would help, but not be a game-changer.
There are better places to put the solar, than on the cars themselves. While it's nice to dream of it just charging itself, a car is way too small to get good range out of its own body being solar. Solar cells are mostly not designed to be oddball shapes or last as long as a car does if flexed into a shape. It would be very expensive to shape them to a car, and then, what happens? The car gets in a accident, and you have to replace the whole body just because it's more than sheet metal, it's part of the electrical system. Insurance companies would go nutzo over having to total the car just because a branch fell on the roof, hood, or trunk.
I do agree, though, that it would be great if EV makers allowed lower-power charging methods. For instance, on my Prius Prime PHEV, the EVSE can charge on 240v or 120v, and the only you can configure the car to ask for is 8A at 120v, so 960 watts. It would be very nice if there were a much lower power input allowed, for instance plugging the EVSE into a "solar generator" power station's 120v and pulling whatever small amount of solar the power station is receiving from solar. I have a 0.3 kwh LiFePO4 power station that I paid $200 for, which puts out up to 300w (200 comfortably) of 120v from its pure sine wave inverter, and can be charged at about 60w via solar. I'd love to let the car ask it for, say, any increment of 10w that I feel like donating from the power station. Maybe the car has overhead to communicate with the EVSE, but I am sure they could allow inputs of less than 960 watts if they chose to, and more than cover the overhead. I'd love to know how much the overhead is. Or I'd love a separate path to charge the battery via solar, and treat the PHEV battery as a power station with a solar input option separate from the EVSE port..
@@EfficientRVer I totally get what you're saying, with what the public knows about, or the lack of knowledge the general public has about the abundance of available energy all around us. I don't know why we choose to limit ourselves, oh wait, if people with money can stop us from using the technology so they can sell us their toxic fossil fools, lol.
Here is another video that clearly explains Tesla's plan to provide free wireless energy to everyone on the planet for free because it cannot be metered. Money, greed, and ignorance are the reasons we are being kept in the dark. If you don't believe me, take a look at this very good presentation that clearly explains what Tesla was working on and the technology involved. This is still possible today, but good luck going against the billionaires of the world and the multi-trillion dollar energy giants.
This video shows a car running on nothing but wireless energy. It is a very crude design, but it proves it is possible in theory:
ruclips.net/video/ntIBDVCfATA/видео.html
I thought there was gonna be thousands of robo taxis a year or so ago
Phosphate crisis is gonna be a problem
Prediction: you will see a major car manufacturer collapse in the next 8 years or so, because they will not be able to get batteries unless they are inferior and more expensive. This will put them at a huge competitive disadvantage. People will not pay an extra $5k for a lower range car, anything with a range less than 250 miles is a non starter.
Don’t count on it. They will catch up.
Right now the EV competition is Tesla, different companies in China, where BYD already makes good profit and their battery tech is contracted by Tesla and Toyota, and they can make a compact (not tiny) car for about $16,000, and a couple companies in the EU, but not VW or any other company in Germany, who have the wrong business model to compete. And there is no other company in the US that will compete with Tesla for EVs for at least 5 more years.
Your statement suggests that companies will be reliant on inferior batteries, but there are multiple companies, most outside the US, in China who've been putting in a LOT of R&D into battery tech of all kinds.
EVs WILL undercut ICE because an electrical engine and drive is much simpler and battery costs will drop once you have ROI on so many factories that are being built or have just been built. It's hard to say what will happen, but in the US the only EV competitor is Tesla. They practice Agile at every level, and it's clear that's Elon's thing because SpaceX uses Agile also and in EVs, Tesla has no competition in the US, and for taking people to space, SpaceX has no competition. While Jeff Bezos has done his publicity stunts by getting a couple famous people along with himself into sub orbit, Elon's SpaceX has taken people to the ISS and has worked out most issues with their transport vehicle to take people to the moon and has the exclusive contract to do so and it will probably stay that way no matter how much Jeff spends on lawyers.
I predict that in the US one of the big 3 will be gone, but I think they've learned the lesson that the product is the factory and to keep up, the factory itself has to be built around the idea that changes can be adopted quickly. They know that's why they can't compete with Tesla in EVs right now, and even when they put a product on the road, their vehicles don't have the charging support that Tesla gives. So sure, one of the big three will disappear and be replaced by Tesla and the other two survivors will have access to quality batteries for their products because Chinese companies are doing the same thing Tesla is doing, which is building large factories to produce high quality batteries. Chinese EVs are going to sold around the world, except the US, or their batteries will be used to make EVs built in other countries, the way BYD is partnering with Toyota to make BYD batteries in Japan.
I'm waiting to see if Tesla buys up a company like Quick Stop or QT and installs charge stations at all these locations and improves those stores with places to sit and eat.
@@johndoh5182 Tesla buying stores like Quit Stop would be a great idea. It makes perfect sense for them to do that.
John the issue I see is if all vehicles go electric like the world wants it’ll cause massive inflation. There’s simply not enough silver production for instance to provide enough silver if everyone drove electric, had solar panels etc. We’re also reducing new mines. It’s way hard to open a mine in the Us. It’s one reason most commodities come from exploited third world countries where there’s probably no reclamation and does far more environmental damage than a mine in the US. Tesla maybe the leader in the US and several countries, but China could shut that down by not selling some things. Remember the US GAVE to China the entire rare earth metal industry or i should say the EPA gave it to China. Will be fun to see if China again bends the US over and screws the west.
@@koltoncrane3099 Ahhh yes, the fear mongering.
Sorry not going there with you. Provide links to valid news stories to back your points, and FAUX news is propaganda, and I'm not quite sure how the EPA has the authority to give mineral rights to ANYONE. So I'm really interested in any kind of evidence you have to back up all that nonsense.
I'm not a sucker to the Merchants of Doubt. Sorry.
BTW, Tesla, and in fact this is also happening in China, can recycle about 90% of their battery material and as batteries change over time that could improve, or the composition of the batteries they use can change. I'm assuming you just don't fathom the amount of battery research there is. For instance grid storage will likely be something other than Li-Ion and the tech that is going to start making up a good chunk of it is already installed in places and the company has more contracts. There are Tesla grid storage units out in the wild but once this newer tech catches on Tesla is going to lose the grid storage fight. TOTALLY different kind of battery made with very common elements except one, and it's not silver. So very sustainable and cheaper than Li-Ion solutions.
So, you hit a point of equilibrium where once there are so many battery packs out on the road, the amount you recycle is most of the material you need for new packs.
And I know, smoking can't lead to cancer and global warming is fake.
Links please. Valid news stories, not to a fear mongering site that provides nothing but assumption.
And BTW EVERY country could have pushed their companies along with providing R&D assistance to develop good tech, but too many countries are full of idiots that just want to fight about what is REAL data, and if you can't agree on the data, you have no basis for a conversation. China took the changeover to green energy seriously many years ago, and because of them wind and solar technology has improved substantially and their main competition were companies in Europe for wind such as Seimens and a handful of companies in the US for solar. But stupid idiot tax cutters removed govt. funding for R&D that goes to a coalition of colleges and business that over the past century has kept the US on the leading edge of most things technology. And then the stupid idiot backers of everything oil and gas once again have done everything to fight against wind and solar, so self inflicted wound.
I'd say thank God for people like Elon Musk who are willing to take big risks when they see opportunity.
Also if you really want energy security in the US fight against Republicans who have given the oil industry free reign to export everything they drill out of the ground. THEY are the ones who give more of US resources to other countries. We should have kept our laws banning exports of oil and natural gas in place and increased restrictions so the oil industry couldn't get around all that by exporting refined gasoline, which is why Texas and LA have all those super-refineries on the Gulf coast. Companies like ExxonMobil and other large oil companies are the ones who threaten future energy security more than any other entity in the US by drilling as much as possible for THEIR profit while paying no taxes. It would be best to restrict those resources for use in the US because of how much energy the US uses and it would be easier to use oil for flight and natural gas for US electricity production.
I seem to recall reading somewhere that the USGS has stated that if the demand for electrical vehicles goes mainstream globally, the earth has only about 16 years left of easily mine-able lithium. Also, lithium production is an ecological abomination.
Lithium is abundant, but I don't know if mining it would be an issue long-term.
@@zlcoolboy The key point in my post was _easily mine-able_ . Lithium is plentiful, but much of it is difficult to extract and/or is located in the middle of nowhere with no infrastructure to make mining it viable, not to mention the requisite cutting-off-your-nose-to-spite-your-face amounts of fossil fuels needed to create any necessary infrastructure.
Oh, no! I'm frightened. Most of you subscribership is an average, or above average - if you wish, consumer. I discovered, after watching your video, that it is the competition to Tesla who should be frightened. I don't fall into that category. I really get tired of click bait. I would be much more satisfied to read, "The Delightful Economics of TESLA's 4680 Battery Cell." I look for positive characteristics in the informative videos I choose to watch. Your video was very informative and positive. Please, keep you titles the same.
Not a Fan OF EV's as I know the Energy Truths, But I still Love Good Engineering and TEAM WORK!
What truths affect the EV market.? I dont think GM , Ford and VW would invest heavy into it if wasn't worth it.
@@treyod4158 The TRUTH of Energy.
Liquid Fuel is the Most efficient way to transport Energy and use While in Transport.
EV are a Black hole of upside-down energy use.
@@treyod4158 Really? why not? Do you recall the subsidies Of the OBAMA era? GM has like 6% of the EV market and that is "Propped UP" via Biden's Union relations and customer direct US Subsidies!
GM is walking DEAD! But I may get GM stock as I think Brandon will keep propping them up for three more years, and I missed out in 08.
megapacks - currently 18 month waiting list which will only be fixed with LFP 4680
Can other companies use these batteries? Or can Panasonic sell them to other car manufacturers ?
Tesla can't make enough yet for itself.
Good well presented and interesting information ... but with way too many ads.
Excellent video with very insightful correlations between levels of production and cost for the new battery designs including the tradeoffs involved in each decision. It would seem that the threshold of a cheaper electric versus gasoline car has already been established in design/production metrics that is already translated into first vehicles. There is no lack of available capital that would stop or even slow the move. Only a global, systemic shock would interfere with what seems inevitable.
Haha money isn’t the problem. It’s physically moving the earth to grab the crap out of it that we need to make these cars.
18650's have improved my life drastically and I've never owned an electric vehicle
It’s astonishing how Tesla implements game changer after game changer!
LFPs advantages regarding cycle life and reduced fire hazard is what made me chose them for my photovoltaic storage as well. I’ll probably never have to swap the cells out for the rest of my life. BUT having them power EVs might mean they’ll outlive the vehicle itself soon. With the “old“ modular batteries it was easy to retrofit and give them a second live as e.g. power walls.
Therefore, I’d be very much interested in recyclability with the structural batteries for end of live consideration.
But how will that help pay for some do-nothing middle-man's boat?
hype sells thanks to the ever abundance of fools
@@altruismfirst6489 nothing to add..👏
@@altruismfirst6489 what you’re saying has nothing to do with my comment. It appears you’re simply parroting a phrase you 1. Didn’t come up with yourself and 2. Didn’t really understand.
You'll probably out live it since genetic engineering is becoming more mainstream and this year we already have the first crispr pill for a type of cancer and the pill cure it all now just wait for the life extensions technology within the next decade or 2 and you'll be living well into your 100s 😁
My prediction is that BYD’s LFP blade form factor will establish itself as the standard, along with structural battery packs. Hard to see anything else.
faster better cheaper. but most of all and the most great thing to me its cleaner. musk is the only person in decades that deserves the award of person of the year.
Could you comment on the blade battery by BYD
THANK YOU
Tesla's real advantage over competition is a combination of, or synergistic interplay of their integrated approach at all levels of design and manufacturing, combined with incredible agility to respond to new criteria. No other company combines the coordinated integration with neck snapping agility. They work from mining to paint finish - no one else compares.
All things must pass, including Elon Musk and his methods.
More like tax subsidies and their BTC bag. But EV/Gas powered cars are cool.
They develop their own batteries, their own alloy, their own production machinery, their own processors, etc.
No-one else is close. Neither the legacy automakers nor the other new BEV manufacturers.
This is not a Tesla thing, this is an Elon Musk thing. He runs SpaceX in the same way, neck snapping agility to spin new ideas on a dime, and look where SpaceX is. No one is anywhere near them in the launch industry, and it's only going to get faster, cheaper, better.
@@NeverTalkToCops1 yeah, as it happened with Steve Jobs...
🤡
Tesla’s in-house battery lines means the 2170 line in Nevada will soon become available for producing batteries for 3rd party manufacturers. Ensuring ROI on the Gigafactory and expanding cheap availabilty to e-bikes, small solar storage, etc. These products will also eventually move to newer tech, but so will the NV Gigafactory over time. I hope The Build Back Better plan’s contributions to Tesla go towards rapid expansion and upgrades for their battery tech, including LiFe for home and grid storage.
I doubt that Biden's plan will give a any money to Tesla because the president didn't even include Tesla in the automotive discussions in the White House. This is due to the president's favoring of traditional car companies that are union labor and Tesla is not. Even though the policy aligns with Tesla the politics doesn't
They promised $35K for model 3 then didnt meet the price. so its an elite rich mans car.
Well, if you can't even keep up with orders at the current "rich man's" sticker price, why commit financial suicide stopping that to turn around and focus on a cheaper product.
They still have the CYBRTRK, Semi and 2020 roadster (2020!) on queue that they have larger margins in and people can't wait forever. Maybe in another future factory they won't have to retrofit? 🤔