sandwitch'd b/w S/X(Plaid) and Roadster and gonna get Ducked from both sides
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
sandwitch'd b/w S/X(Plaid) and Roadster and gonna get Ducked from both sides
Dang why is everyone beating my responses by like a few seconds today????
That also assumes they can build them at scale, and for a profit.
Media seems focused on saying it's a 60k vehicle.
That I'm not worried about. The Taycan was a great example of the media building up the hype on it using specs out of context with the base prices they were also listing. But when the Taycan finally got close to coming out where Porsche HAD to be very transparent about price/specs and people saw how ridiculous the price was, especially in relation to the specs you got, that hype train ran into a brick wall. Same thing is gonna happen to Lucid here
Gets some buzz but then SpaceX roadster will be the car of the year in 2021. If not for any reason just for the shear insanity. This is why the unlimited demand for Tesla because no other car company cross pollinate with the most rocket company in the world. They already use materials from space x that is unknown to spectrometers. Literally buying alien technology. The engineered mind Chinese can't get enough of it.
adiggs
Well-Known Member
And further assumes that Tesla is the actual competitor. Looks to me like the competitors are other high priced ICE vehicles.
Artful Dodger
"Neko no me"
We're all on the Starlink beta test program. Didn't you get the email?
Sure...$60k vehicle with 200 mile range
No! An electric vehicle that is incomplete and no battery at that price.
Lucid might not even get that much time. They're showing off this thing like a week or two before Battery Day.....where a lot of us assume the new Model S is going to be announced/shown. If I were Lucid I'd either move that up or push it to after Sept 22nd to see how screwed I am.
It is time for a quick update from the US's renewable energy capital, Texas.
"The ERCOT grid operator that serves most of Texas has completed full interconnection studies for 58 solar projects totaling 11.9 GW of capacity so far this year. The completed studies will allow project developers to proceed toward commercial operation.
In the first seven months of this year, ERCOT has already completed nearly twice as many solar interconnection studies, for nearly twice as much solar capacity, as it did in all of 2019.
These data reflect an analysis of ERCOT’s Generator Interconnection Status reports for December 2019 and July 2020.
...
ERCOT’s solar workload remains high because so far this year, solar developers have requested full studies for 49 projects totaling 13.3 GW. At last count, ERCOT had about 2.7 GW of utility-scale solar capacity."
Texas approves 12 GW of solar projects in seven months
In the first 7 months of 2020, ERCOT has completed interconnection agreements for 11.9 GW of solar, roughly 4x the amount of solar currently operating in the state. New projects from 2020 alone total 13.3GW.
To put that in context, the entire USA added 13.3GW of solar in 2019. (The EU added 16GW.)
Solar power by country - Wikipedia
This is a big deal, I really can't emphasize that enough. Even people who have been watching renewables for a long time don't seem to fully appreciate what we are seeing now, a large scale market driven tipping point.
Bringing this back to Tesla... solar isn't the only tipping point we are reaching, from the same article above:
"ERCOT’s battery queue has grown to about 9 GW. Developers of 32 battery projects totaling 4.9 GW have requested full studies this year, while ERCOT has completed only nine such studies this year for projects totaling 0.7 GW. In 2019 ERCOT approved only two battery projects for 0.25 GW, while it received 43 requests for full studies, representing 4.1 GW."
That needs to be a headline in its own right. 32 battery projects totaling 4.9 GW in the first 7 months 2020 alone.
I wish they had more detail on the specific specs of the batteries, total capacity as well as output, etc. Assuming the authors of the article didn't just use the wrong units (4.9 GW rather than 4.9GWh) then the total backlog of projects ("9 GW") could represent roughly 36 GWh of battery capacity. (assuming the roughly 4x ratio I have seen in most grid scale battery projects.)
"The ERCOT grid operator that serves most of Texas has completed full interconnection studies for 58 solar projects totaling 11.9 GW of capacity so far this year. The completed studies will allow project developers to proceed toward commercial operation.
In the first seven months of this year, ERCOT has already completed nearly twice as many solar interconnection studies, for nearly twice as much solar capacity, as it did in all of 2019.
These data reflect an analysis of ERCOT’s Generator Interconnection Status reports for December 2019 and July 2020.
...
ERCOT’s solar workload remains high because so far this year, solar developers have requested full studies for 49 projects totaling 13.3 GW. At last count, ERCOT had about 2.7 GW of utility-scale solar capacity."
Texas approves 12 GW of solar projects in seven months
In the first 7 months of 2020, ERCOT has completed interconnection agreements for 11.9 GW of solar, roughly 4x the amount of solar currently operating in the state. New projects from 2020 alone total 13.3GW.
To put that in context, the entire USA added 13.3GW of solar in 2019. (The EU added 16GW.)
Solar power by country - Wikipedia
This is a big deal, I really can't emphasize that enough. Even people who have been watching renewables for a long time don't seem to fully appreciate what we are seeing now, a large scale market driven tipping point.
Bringing this back to Tesla... solar isn't the only tipping point we are reaching, from the same article above:
"ERCOT’s battery queue has grown to about 9 GW. Developers of 32 battery projects totaling 4.9 GW have requested full studies this year, while ERCOT has completed only nine such studies this year for projects totaling 0.7 GW. In 2019 ERCOT approved only two battery projects for 0.25 GW, while it received 43 requests for full studies, representing 4.1 GW."
That needs to be a headline in its own right. 32 battery projects totaling 4.9 GW in the first 7 months 2020 alone.
I wish they had more detail on the specific specs of the batteries, total capacity as well as output, etc. Assuming the authors of the article didn't just use the wrong units (4.9 GW rather than 4.9GWh) then the total backlog of projects ("9 GW") could represent roughly 36 GWh of battery capacity. (assuming the roughly 4x ratio I have seen in most grid scale battery projects.)
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Well production copies will be all over the net in 2021 assuming it comes out. That's the buzz like polarstar is getting right now.
DFibRL8R
Active Member
The tri-motor Cybertruck is also claiming 500+ mile range.
I was talking more of if Tesla announces a updated Model S with 500 mile range that's only 100k that's in production as of Sept 22nd........all the air will be sucked out of Lucid's sails. Lucid's taking a huge risk showing off anything before Sept 22nd.
If they wait until after Sept 22nd, they could at least lie and say they'll get......wait for it........600 miles of range! Gotta keep the charade up as long as possible to get that funding money
Mike Smith
Active Member
Rivian still hasn't started building their production line. RJ says they've decided to paint all the robots blue so I guess that's some progress..
600 miles range with a 200kwh battery pack.
And it fits in your pantry quite nicely too!
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