YEAH.. Add that to the umpteen other impediments they have to overcome to achieve any level of success. They're all going to need Elon's help, if the mission is to be attained."The new SAE NACS connector standard will be developed on an expedited timeframe and is one of several key initiatives to strengthen the North American EV charging infrastructure," SAE International, a standards-developing organization for engineers, said in a statement on Tuesday.
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Tesla charging technology put on fast track to become US standard
Tesla's electric-vehicle charging technology is being put on a fast track to become a North American standard, giving a further boost to the automaker's plan to expand access to its once-exclusive chargers.www.reuters.com
It's going to be pretty rough for the other automakers for the next year or two, trying to sell cars with the wrong charge port.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Mods, please forgive the off-topic post, but Burnt Hair back in stock, for those of us who missed it the first time around.
Mods, please forgive the off-topic post, but Burnt Hair back in stock, for those of us who missed it the first time around.
Did anyone receive their initial order yet? I kept hearing delivery was postponed? I've been assuming this might be on topic as the timing of release might relate to other stock catalysts...
The next lot of 4680 machinery seems to be heading to Sparks Nevada.
Then there is the question of if 4680 production will happen in Mexico, and if that has priority over Berlin.
Mexico and Sparks can source some Lithium and Cathodes from Texas, if Austin has excess capacity.
We haven't seen any suggestion of a Cathode plant or Lithium refining in Germany.
The IRA is one factor, having all production in the one geographic area reduces the travel time for the team.
It takes over 11 hours to fly from Texas to Berlin. We also need to consider where the equipment is made, and the shipping time for the equipment.
Tesla can probably make some equipment in Germany, but we don't have a breakdown on that.
At the start of 4680 production, an experienced team needs to work with and train the local team. Some German employees could already be working in 4680 teams, and may be part of the knowledge transfer process.
Just a glitch in the system, probably will be fixed soonWhat's going on after hours? It is usually steady...
It's probably some new article about how tech companies have risen too fast and that their valuations are too lofty. Tesla conveniently gets categorized as a tech company because of the bad news. If it was about auto sales slowing, then Tesla would get categorized as an auto company. Rinse and repeat.
Alphabet downgrades 'legit,' tech valuations becoming worrisome: Portfolio manager
Tech stocks have been high-fliers this year, with the Nasdaq (^IXIC) up about 30 percent year to date. But there are growing concerns about whether those stocks have come too far, too fast. Paul Meeks, Independent Solutions Wealth Management Portfolio Manager, tells Yahoo Finance Live's Seana...
Here’s the SAE press release about standardizing NACS. Seems that the US government reached out to SAE to create a standard based on NACS. Fast tracked target for 6 months (which might be a world record for standards development 
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Nvidia (NVDA) shares and those of other chip makers were hurt after hours by news at 18:00 EDT that the Biden administration is considering a new ban on AI chips to China. Tesla shares lately have been moving in sympathy with Nvidia, perhaps because they are often grouped in the same ETFs.What's going on after hours? It is usually steady...
I wonder if Drew has something big planned. He’s been raising quite a bit of cash over the past year.
This was set in motion all the way back in Nov 2021
The Tesla NACS connector shall be officially known as…"The new SAE NACS connector standard will be developed on an expedited timeframe and is one of several key initiatives to strengthen the North American EV charging infrastructure," SAE International, a standards-developing organization for engineers, said in a statement on Tuesday.
Tesla charging technology put on fast track to become US standard
Tesla's electric-vehicle charging technology is being put on a fast track to become a North American standard, giving a further boost to the automaker's plan to expand access to its once-exclusive chargers.
It's going to be pretty rough for the other automakers for the next year or two, trying to sell cars with the wrong charge port.
SAE 420.69
Man that is fantastic. I work around industrial electronics communications standards, and yes, 6 months is mighty fast, but seems perhaps doable since the tech is already developed and deployed. That probably seems glacially slow to many of you, but like @Cosmacelf said, that is might fast for a standards body to produce something.Here’s the SAE press release about standardizing NACS. Seems that the US government reached out to SAE to create a standard based on NACS. Fast tracked target for 6 months (which might be a world record for standards development
I think this makes NEVI funding (federal subsidies) in the US a big step closer to reality for Tesla. Before you all get dollar signs in your eyes, given recent Elon decisions, seems likely Tesla will pour any of that free money directly into expanding the network even faster. Which means you get EVEN MOAR dollar signs, but perhaps not next year.
FWIW MAN is a unit of Traton which includes Scania, Navistar and VW trucks.The CEO of MAN trucks, a huge player in Europe, in an interview: electrical trucks are the future.
Tl;dr:
“E-mobility is coming now. The technology is mature and most efficient. In our estimation, 80[%] or even 90% of logistics trucks will be electrically driven.. ...H2 will only be marginal, being far too expensive."
'Far too expensive' | Europe’s second-largest truck maker says hydrogen will not be a major road freight fuel | Recharge
MAN CEO expects commercial vehicles to be mainly battery electric in the future, with H2 being marginal and focused on extremely heavy loadswww.hydrogeninsight.com
it is a subsidiary of VAG. Their very large markets in Africa and South America suggest the BEV transition for most of their brands will be slower than for euro-centric MAN.
Any major Truck and bus BEV growth is inordinately positive for emissions reduction.
2daMoon
Mostly Harmless
Tesla Automation, formerly Grohmann Engineering, is located in Germany. As I understand it, they are the source of the 4680 production equipment. I don't see getting the equipment to GigaBerlin as a problem as the 4680 equipment originates in Germany.
They do have to ship the 4680 line equipment from Germany to Texas, Nevada, and California production facilities. These locations would incur the shipping delay.
The reason they are focusing on getting 4680 running in the US is solely due to the IRA benefits.
2daMoon
Mostly Harmless
Just remember there are lots of other NEVI requirements that Tesla doesn't currently meet. So even if NACS only was an option it wouldn't make much difference.
Also, there are ~10x more companies applying for NEVI funding than there is available contracts.
It’s possible the 10% EU tariff is still preferable for GigaBerlin and all 4680 equipment still heads to USA while IRA benefits are in place. And perhaps even with a 10% tariff and transport costs, imported cells from china still might be more economical for GigaBerlin until the 4680 production issues are fully ironed out.
Latest satellite images from last week don't show any visible construction going on for the expansion in Nevada. And AFAIK the current building is fully used.
Do you expect a ~1 year gap to the next installed 4680 line?
Berlin has a completed building that's claimed to already produce subassemblies for the Texas lines and is 'just' waiting on the installation of its main production lines...
Happy Birthday, Elon.
Thanks for what you do for humanity. May you forever be a free spirit!
Thanks for what you do for humanity. May you forever be a free spirit!
Not really, I'm surprised that construction hasn't started in Nevada.
Tesla Semi & 4680 Battery Production To Expand At Nevada Gigafactory - CleanTechnica
Tesla plans to invest another $3.6 billion to expand the Nevada Gigafactory to make the Semi and 4680 battery cells.
cleantechnica.com
Doesn't seem like a project timeline was provided?
We don't have an official list of priorities and timelines.. It did seem like the IRA was heavily influencing priorities.
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