As there is no hint for range upgrade for Model 3-s produced around that time shall we assume that with the updated chemistry they reduced the number of cells in the cars?As I predicted here on Jan 29, Tesla Models S/X produced over the last few months use the same updated bty cell chemisty as GF1 2170s (Sep 2019 Rev. C bty pack).
@elonmusk
"All S/X cars made in recent months have actually been above stated EPA range. Will be unlocked soon for free via software update."
9:48 PM · Feb 14, 2020·
@Cherry Wine yes your brand new Model X (and every other recently built S/X) will have increased rge.
Further, since Tesla is releasing this OTA range increase for free rather than a paid upgrade, I take this as another sign that Tesla's 2020Q1 results are well in hand.
EDIT:
Not all Raven LRs but the ones made over the last few month with the new bty cell chemisty. See Elon's tweet and my comment above.
EDIT2:
Not just 'interesting' anymore; this is now Tesla's M.O.
Cheers!
P.S. Thx for the free range, Elon! Also, thx to the 3 TMC'ers who marked my Jan 29 comment 'Informative' or 'Helpful'. @riverFox @ABCTG @Lessmog
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Andy O
Member
Say Karen, your Tesla isn't on a ship that's being hammered by the twin bomb cyclones in the North Atlantic, is it?
Because gigafactories.
Can’t scale batteries at max level being separate. The energy side fuels battery investment, which benefits the auto side and vice versa, it’s a positive cycle from both sides on each other.
Solar+storage will soon be married at the hip going forward with battery costs go down which lifts solar value proposition with it. More solar innovation and production. Another virtuous cycle of increasing battery investment.
The marriage of tech can’t scale or develop efficiently separate, especially when your stated mission is about accelerating things. This is another reason they pulled in Solarcity, since there were many regulatory road blocks to working together separately as public companies.
If both solar/energy and auto growth depend on battery production scaling, and Tesla is at the forefront of both energy and auto transition with its solar and auto tech, there is no advantage to spinning off which would become a headwind for the virtuous cycle which is a significant competitive advantage as well as accelerant in the transition.
Der IKEA-Wald is disappearing quickly.
Emil Senkel on Twitter
Daniel Kumm on Twitter
Giga Berlin / Gigafactory 4 on Twitter
Power is en route (unlikely the primary connection at this point):
Emil Senkel on Twitter
Conduits snake throughout the plantation.
Giga Berlin / Gigafactory 4 on Twitter
Branches are going into a chipper. They seem to be hauling the chips off. They'll probably either be burned for power, or - preferably - used to produce particle board and the like.
Giga Berlin / Gigafactory 4 on Twitter
From Giant sequoias in California
These are Trees, the tree farm being excavated is a monoculture going to be harvested anyway. That Tesla is planting new areas is very responsible. Bringing the manufacturing of sustainable vehicles is a proven way now to help reduce fossil fuel burning.
We hug our Trees. Walking through this area is incredible with the silence, peace and awe not seen in developed areas.
I hope we can defend these trees for the future.
on another topic:
Thank you Karen for the amount of information and contributions. I have done options for decades and have made shameful amounts of money in my retirement accounts and changed my tax bracket so I need to explore new methods such as more Roth accounts to limit taxes. I use LEAPS mostly and attempt to time sales for LTCGs or exercise options. I admit I have been doing a few short term call option buying and was lucky to quadruple my money.
Currently I am bullish and like your idea of spreads and may start dabbling in it in a Roth. If you have any suggestions for this let me know.
I am not a frequent poster but want you to know I am very grateful to you for your information.
Mike
SoGA Fan Club
Member
I'm not sure if anyone else mentioned this since I haven't been able to read every page the last couple days, but Tesla is also "giving" this newfound range to current Raven owners.
As a Tesla vehicle owner and fan, I respect this immensely. It's awesome. I love the OTA updates that often bring new features.
As an investor, I'd rather see these costly technology advancements monetized. Why not increase the price of the S and X by $1000, and allow current owners to purchase the range increase for that Amount? Maybe after 6 months, have a price reduction on the S and X by $1000 to restore the old prices (if warranted, because it may no be since the increased range should increase demand).
How many S and X Ravens have been sold? 60,000 maybe? So even if only half purchase the upgrade, that's $30 million.
I don't want to see Tesla charge for every software update or feature add via software update, but a major upgrade such as this is huge. 28 extra miles of range on the X, as any X owner will tell you, is extremely nice. They purchased 328, why give them 28 more for no charge?
Artful Dodger
"Neko no me"
"The writing is on the wall and the next logical step for Tesla is to either take over an existing utility or launch a similarly comprehensive suite of grid management solutions for utilities."
PG&E is ripe for a take-over. And I bet Tesla doesn't let its transmission assets fall into disrepair and vulnerable to sparking wild fires.
Word.
On the other hand, you’ll have the crazy TSLAQ types going out into the woods on dry days to cut down transmission lines in hopes of triggering multi-billion dollar lawsuits against Tesla.
This is a serious offense. I hope the statement is a joke and needs an emoji.
jhm
Well-Known Member
NOK, NOK
Who's there?
Norway.
Norway who?
Norway wants their money back.
Ok, just a SEK.
Damn you, this Norway, not Sweden.
I don't care who you are, Denmark. Get off my DKK. Go back to Britain before I pound you.
Are you Finnish?
No. Euro only saying that to piss me off.
NOK, NOK.
Artful Dodger
"Neko no me"
There's too much synergy.
Tesla hopes to have a large EV fleet.
A large EV fleet would be a large part of demand and a large amount of storage.
A large fraction of EV charging allows for flexible scheduling.
Who needs transmission lines when everything is distributed in Elon’s future energy world.
Tesla should consider making a lower range 280 mile S for livery use. By saving batteries they can make more, max out the line. The livery S would be about $5000 less or more. It would sell overseas well and with the efficiency gains might be able to be done with a 60 kWh battery. It’s all about maximizing profit as well as spreading sustainable transportation.
jhm
Well-Known Member
Sure, but what they really need is more cowbell.Der IKEA-Wald is disappearing quickly.
Emil Senkel on Twitter
Daniel Kumm on Twitter
Giga Berlin / Gigafactory 4 on Twitter
Power is en route (unlikely the primary connection at this point):
Emil Senkel on Twitter
Conduits snake throughout the plantation.
Giga Berlin / Gigafactory 4 on Twitter
Branches are going into a chipper. They seem to be hauling the chips off. They'll probably either be burned for power, or - preferably - used to produce particle board and the like.
Giga Berlin / Gigafactory 4 on Twitter
XHabjab
TSLA Bull
What happened to the cardboard option? I thought that the trees were planted for a cardboard factory.
Works at GF4 are preliminary stopped from the OVG Court in Berlin Brandenburg after an objection about the Friday decision.
A normal process that an objection can be made but I have my doubts that they have any reasonable argument that validates that objection. The OVG stopped the works because works did progress very fast.
I hope that this will be decided very quickly to avoid unnecessary delays.
The most critical phase is to get the trees down in time as in March the bird breeding phase begins and trees are not allowed to be cut any more which would delay the project 6-9 months.
Therefore I am not surprised about the objection but about the OVG stopping the works as I don't see a justification for them.
A normal process that an objection can be made but I have my doubts that they have any reasonable argument that validates that objection. The OVG stopped the works because works did progress very fast.
I hope that this will be decided very quickly to avoid unnecessary delays.
The most critical phase is to get the trees down in time as in March the bird breeding phase begins and trees are not allowed to be cut any more which would delay the project 6-9 months.
Therefore I am not surprised about the objection but about the OVG stopping the works as I don't see a justification for them.
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Artful Dodger
"Neko no me"
We already know that the Model 3s with the Rev. C bty pack have a lower curb weight than previous versions. This was also discussed here on TMC some time ago. I don't think anyone has published a teardown with a cell count but that's unnecessary since Tesla has already said +6% energy density.
I also think an App like 'Teslafi' that could display pack voltage at 100% SOC would tell you if a certain pack was software-limited. For this to work, you do need to know the number of cells in series.
Cheers!
Could also be for paper or cardboard. In these sort of scots pine plantations in Germany, low-diameter trees (aka, these) are usually used for pulp wood and chips; older, higher diameter trees (>= ~1/2m at breast height) are used for structural timber. Lots of different things you can make from pulp and chips. But I don't have the background to know how they'll decide which feedstocks will get allocated to what; there's probably people here with a more appropriate background.
A lot of waste wood products are also just outright burned (biomass power makes up about 4% of the German grid).
Wood burning for power isn't by any stretch "clean", but at least it's renewable, and low net carbon.
(I've also noticed in some of the above pictures that the trees appear to have been previously tapped for resin... but I'm not positive that those shots are actually on the property)
ED: This post led me to do some more reading on scots pine management in Germany.
https://www.researchgate.net/public...rief_review_of_the_history_and_current_trends
The interesting thing is that this plantation appears to be based on the "old thinking" about scots pine management. Nowadays, coplanting with beech is preferred (even for industrial purposes), as it yields a healthier, more productive "forest". Less prone to pests (more biodiversity), better soil, higher yield, etc. In the below picture, left is the old school of thought (like at GF4), while on the right is the new school of thought:
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