Tesla has cracked 60,000 Model 3s

[ELSPORTO]

3.1 seconds. And there’s nothing to fix (electric car specific). Drivetrain has infinite kilometre warranty. Batteries last for a decade (or more). Brakes hardly get used. Suspension/steering will eventually wear, but that’s a hell of a long way down the road. Tyres. That’s about it. No cooling system.

How do brakes hardly get used? Especially considering the acceleration ...

[Bremith]

Almost all the braking is regenerative using the motors as generators to slow the car and convert the forward motion in to electricity that is stored back in the battery. There are also conventional brakes that convert forward motion in to heat but 99.9% of the time they aren’t required. Like a Hybrid Camry etc, which brake pads/discs also last for a ridiculous number of kms.

[ELSPORTO]

Makes conventional braking systems laughable ... I had no idea ... I'm so stuck in the past, I'm right now dealing with a fluid leak out of a DRUM brake on my F100 ....

[griffiths_r]

so another interesting conundrum to this rapid rise; with all the discussion of NEG... what happens to the electricity grid when EV usage in australia rapidly goes from 0.2% to 2% and beyond?!?

surely something is going to break?!?

[Bremith]

Not the grid. It’s so overbuilt/gold plated it’s hilarious. And charging time/demand is very controllable with smart management - EVS are big batteries on wheels and have the capacity to take energy in/store/release to manage peaks in demand. So everyone’s per kWh energy prices will fall as the grid gets greater utilisation and more and more renewables come online. Unless the current mob wins the next Federal election.

[griffiths_r]

ah, so all these EV's could effectively become mobile solar storage devices that can trade their excess stored capacity (based on programed future trips) to cover any gaps in supply/demand in the grid... ?

[Bremith]

Possibilities limited only by imagination of network operators. Batteries in proper EVs are 80-100kwh so that’s 6-7 Tesla Powerwalls. And EV batteries will only get larger in capacity, smaller in physical form, greater and greater in/out flow of power, cheaper and last longer (number of cycles).

[ELSPORTO]

Give them a few years to figure out storage issues and graphene film supercapacitors will change the game once again .....

[9er]

https://nypost.com/2018/09/03/evidence-tesla-may-be-struggling-to-meet-production-goals/

[Bremith]

Everyone has a view on Tesla. Critics generally go like this (has been same story for S, X and 3:
- they’ll never do it (then they do)
- they’ll never do it by when they say they will (which is true, add 3-6 months)
- they’ll never sell them (then they do)
- they’ll never make money on them (then they do, the cars generate gross profit)
- they’ll run out of cash and go bust in 2010/2011/2012/2013/2014/2015/2016/2017/2018/2019....(latest word is they’ll be cash positive this year)
- they’ll never build 3,000 a week (then they do)
- they’ll never build 5,000 (then they do)
- they’ll never build 6,000 a week (then they do)
- they’ll never build 6,000 a week consistently (yeah they will, probably 8,000 by end of 2018)
- they’re not as well built as Audi’s - of course they’re not, they’re American cars. Americans aren’t very good at things like panel gaps.
Big problem they have now is they’re building them so fast they are having to dramatically expand their physical means of getting them to customers. Nice problem to have, along with paid deposits for another half a million Model 3s.
Best source of production numbers here:

https://www.bloomberg.com/graphics/2018-tesla-tracker/

At 85,000 Model 3s today (plus X and S).
Someone told me Jags annual target for I-Pace EV is 20,000.

[9er]

Fake news?

[Bremith]

Nope just different perspectives, no untruths in it. It is true they are struggling to maintain 6,000+ a week, but history says they will eventually. The shares are most likely overvalued (but maybe not). The most shorted stock ever. They might go bust tomorrow but seems unlikely.

[ELSPORTO]

Musk is a shorters best friend .....

[ELSPORTO]

Fake news?

It's the New York Post ....

[9er]

Not such a happy clappers vibe over on the PFA Tesla discussion https://porscheforum.com.au/topic/14...benz-vs-tesla/