Re: TSLA is a zero
MKSGR:Mithras:MKSGR:Mithras:MKSGR:Mithras:
The gigafactory, which is under construction, will be the largest battery manufacturer in the world.
What if lithium batteries will not be good enough for the mass market EV production? This Tesla factory would a gigantic cash burning device then
Why would they not be? It isn't rocket science (and Elon employs a lot of those people as well...). Honestly you keep looking for reasons to back up your short, it's not the slam dunk you think. Making batteries isn't all that technically hard, having the material and scale is.
Fact is the existing lithium batteries are far from being good enough.
Totally agree, but all the bench tests and new lab discoveries are decades away, battery technology moves very very slowly at the commercial level. EVs will still be using lithium batteries in 2025.
That is exactly the reason why I believe in the plugin hybrids for the next years - and, consequently, the demise of Tesla...
And I think there will be consensus on battery shape (maybe choice of 2-4) which will allow the bbq propane tank method (you buy a tank once and instead of refilling it when its empty you put the empty one on one shelf and grab a full one from another, only paying for the gas that is already in there). Tesla batteries are already removable, having all cars with the same (2-4) standard and removable batteries that you can just drive over a machine which switches the drained battery with a new one will allow gas stations to continue to be relevant in the EV future. We all talk about the car companies but there are huge number of large, well capitalized and smart gas station companies which will be looking to not go the way of the dodo as well.
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Past-President, Porsche Club of America - Upper Canada Region