500+ mile range battery pack upgrade option?

[Tinker71]

I’m pretty sure any the $50-60/ kWh hour batteries are LFP not the nickel based batteries we’re going to see on the Cybertruck. They just don’t have the weight budget to spend on LFP batteries in this truck. If Tesla was able to source nickel batteries for $60/ kWh, they wouldn’t bother with LFP which is heavier.

If there were a $10k dual motor 500 mile option, I’m sure it would be quite popular. I’d be in line for that myself. I just don’t think that’s going to happen.

90 Kwhr x $100 per Kwhr x 40% markup. $12.600. I would pay that and that would be good business for Tesla. Still $7400 less than the CT3.

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[Klaxon]

Dear CT owners,
Just beeng mercyful to ICE car owners, could we give a jump start to their cars from the CT 12V battery? Is it powerful enough?

 

[myrickma]

Don't see it happening. That's one more step that can/will slow production down. The battery will be structural as well so it might not be physically possible.

 

[CyberGus]

Dear CT owners,
Just beeng mercyful to ICE car owners, could we give a jump start to their cars from the CT 12V battery? Is it powerful enough?

The Model S 12v battery is not a traditional car battery, but a lithium-based pack. I doubt it has the necessary cranking amps. This is likely to be similar for the CT.




That said, there will be 120v/240v outlets available in the vault, so something can be arranged.

 

[Crissa]

90 Kwhr x $100 per Kwhr x 40% markup. $12.600. I would pay that and that would be good business for Tesla. Still $7400 less than the CT3.

Yeah, but with that pack they could sell two Model '2' or another Cybertruck, so why would they give it to you and make their lines more complicated?

-Crissa

 

[Ogre]

Yeah, but with that pack they could sell two Model '2' or another Cybertruck

Such a great point.

Batteries are one of Tesla’s biggest supply constraints. They have the choice of selling 5 300 mile range trucks for $50,000 or 3 500 mile trucks for ?? (I know the math isn’t that simple, but it’s in the ballpark)

 

[TECHNOMAGE]

I would bet the price difference between the dual motor pack and the tri motor pack is $10,000 or less. Here is my reasoning.

1. During battery day the expected price per kwh for the cells was between $50 and $60 /kwh. For a 110kwh approximate increase in battery size $6,600 for the cells alone. The casting should cost nearly the same, only the assembly and some electronics.

Of course Tesla was wanting to charge someone $22,000 to install new model S pack, or $16,000 for a model 3 pack so it would probably be closer to $12,000 for the increase in size.

Still I would prefer to get the dual motor with the extended range battery.

 

[TECHNOMAGE]

I'M feeling flush at the moment. The amount of money I made on Tesla stock (on paper)
is enough to buy one each 2-motor and 3-motor trucks. The downside is that most of the stock appreciation can disappear in a flash for any reason. If that happens:
Plan B I buy a "ONE WHEEL" as a consolation prize. I already own a model Y and I love it.
I am NOT going to cancel my Cybrtrk orders! Worse comes to worse, I would just
ask to be pushed further back in line. That doesn't look likely at this point.
I hope Tesla holds my order prices (pretty much)!!

 

[Tinker71]

Such a great point.

Batteries are one of Tesla’s biggest supply constraints. They have the choice of selling 5 300 mile range trucks for $50,000 or 3 500 mile trucks for ?? (I know the math isn’t that simple, but it’s in the ballpark)

Tesla should always go after the largest margin.

I think I talked my wife into getting a Y long range. Our ICE cars are worn out and I need a bridge vehicle. The Toyota Sienna with 225k miles will now be mine. heheheh.

This said I am having a hard time justifying the $60k. a.) Elon said the Y may be akin to the Toyota Camry. (best selling car in the world). Do I want to be part of the masses?
b.) With the full on efficiencies of the megacasting and structural pack the new Y should cost way less than the current edition with 2170. If Tesla manages to keep prices high the margin will be out of sight. Why would they ever build a CT if truly battery constrained? (granted by 2023 that won't be as much of a problem) So I fully expect the price of the Y to drop by at least $10k over the next couple years. It has to or Tesla might never build the CT for the prices suggested.
c.) I want the lighter more efficient Y. I know something new is alway around the corner, but that is a pretty big step.


So if I had a point, Tesla had it covered. Tesla has a plan and it requires the 4860 to be readily available at ~$70 per Kwhr. Then we will see the CT in volume and the price of the Y will fall until margins are equal to that of the CT. So 2023 per the plan.

 

[Ogre]

b.) With the full on efficiencies of the megacasting and structural pack the new Y should cost way less than the current edition with 2170. If Tesla manages to keep prices high the margin will be out of sight.

This is basic rationing. Tesla has a big problem. Wait lists of 6+ months are a double edged sword, the longer it gets, the more frustrated potential customers you have to deal with. So Tesla is trying to manage their queue by increasing prices. People self-select into the queue based on budget and willingness to accept a substitute product.

Eventually this problem goes away. Tesla gets to the point where they have production capacity available to take on these extra customers. Tesla can quietly introduce lower end products like the Model Y RWD and perhaps a return of the Model Y AWD SR at 275 miles range (this product existed briefly!).

Why would they ever build a CT if truly battery constrained? (granted by 2023 that won't be as much of a problem) So I fully expect the price of the Y to drop by at least $10k over the next couple years. It has to or Tesla might never build the CT for the prices suggested.

With the LFP 4680s, the structural battery, and their improvements to manufacturing, their cost to manufacture a Model Y SR is going to be much lower on that current Model Y AWD. There will eventually be a $45k Model Y again. Margins are already 30%, cutting battery size will give them even more headroom.

Something like
Model Y RWD $45k (265 mile range)
Model Y AWD SR $50k (275 mile range)
Model Y AWD LR $57k (350 mile range)

Tesla’s US manufacturing capacity for the Model Y is going to more than double over the next year. It can happen.

I’m just hoping they introduce a Model Y adventure package with 2” more travel and a bit beefier tires suitable for light off-roading.

 

[Tinker71]

I’m just hoping they introduce a Model Y adventure package with 2” more travel and a bit beefier tires suitable for light off-roading.
[/QUOTE]

I like it. 2" will mean alot in deep snow. I am a backcountry skier and park in some nasty spots.

My subaru is on its last legs. I am going to miss slamming into a snowbank without a care. Worrying about $60k Y will not be fun. The CT will be perfect though.

 

[Ogre]

I like it. 2" will mean alot in deep snow. I am a backcountry skier and park in some nasty spots.

My subaru is on its last legs. I am going to miss slamming into a snowbank without a care. Worrying about $60k Y will not be fun. The CT will be perfect though.

Exactly my feeling. Even if I were to bump the travel and get some snow tires, I’d still hesitate to go a lot of places just worrying about the paint. Next thing I’d be dropping money on paint protective film.

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