Master Plan Part 3: Cybertruck Stated To Carry a 100kWh High Nickel Battery Pack, ex. Model X / S

[greggertruck]

From Master Plan 3: https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf

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[TheLastStarfighter]

What is this from? 100kWh will not be the max cybertruck pack, but it could be the base.

 

[Deleted member 17810]

Was just posted apparently:

Source:

https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf

 

[cvalue13]

Pretty sure this slide is not describing what CT will use.

the chart is within a section describing how transition to green will require, amongst other things, conversion to BEVs - and providing estimates of what that future may look like or require.

This slide is then attempting to make an estimation of the TWh of batteries that would be needed for complete BEV conversion globally. To arrive at that TWh estimate, it assumes that larger vehicles will need more energy-dense batteries, and will on average need about a 100kWh pack of those high density batteries.

This chart simply gives a “Tesla equivalent” example of the sizes of vehicles likely to need various energy-density packs, and on average what those pack sizes would be, in order to come up with a loosely accurate estimation of global TWhs needed.

It does not say that the CyberTruck itself will use a Nickle battery, or have a 100kWh pack, when releases. Maybe it will or won’t, but this chart isn’t taking a position on that

Here’s the operative description of the chart (and it’s FN):

“Vehicles

Today there are 1.4B vehicles globally and annual passenger vehicle production of ~85M vehicles, according to OICA. Based on pack size assumptions, the vehicle fleet will require 112 TWh of batteriesaa. Autonomy has potential to reduce the global fleet, and annual production required, through improved vehicle utilization.

Standard-range vehicles can utilize the lower energy density chemistries (LFP), whereas long-range vehicles require higher energy density chemistries (high nickel). Cathode assignment to vehicle segment is listed in the table below. High Nickel refers to low to zero cobalt Nickel Manganese cathodes currently in production, under development at Tesla, Tesla’s suppliers and in research groups.

[FN:]
To approximate the battery storage required to displace 100% of road vehicles, the global fleet size, pack size (kWh)/ Global passenger fleet size and annual production (~85M vehicles/year) is based on data from OICA. The number of vehicles by segment is estimated based on S&P Global sales data. For buses and trucks, the US-to-global fleet scalar of ~5x is used as global data was unavailable.”

 

[TheLastStarfighter]

Pretty sure this slide is not describing what CT will use.

the chart is within a section describing how transition to green will require, amongst other things, conversion to BEVs - and providing estimates of what that future may look like or require.

This slide is then attempting to make an estimation of the TWh of batteries that would be needed for complete BEV conversion globally. To arrive at that TWh estimate, it assumes that larger vehicles will need more energy-dense batteries, and will on average need about a 100kWh pack of those high density batteries.

This chart simply gives a “Tesla equivalent” example of the sizes of vehicles likely to need various energy-density packs, and on average what those pack sizes would be, in order to come up with a loosely accurate estimation of global TWhs needed.

It does not say that the CyberTruck itself will use a Nickle battery, or have a 100kWh pack, when releases. Maybe it will or won’t, but this chart isn’t taking a position on that

Here’s the operative description of the chart (and it’s FN):

“Vehicles

Today there are 1.4B vehicles globally and annual passenger vehicle production of ~85M vehicles, according to OICA. Based on pack size assumptions, the vehicle fleet will require 112 TWh of batteriesaa. Autonomy has potential to reduce the global fleet, and annual production required, through improved vehicle utilization.

Standard-range vehicles can utilize the lower energy density chemistries (LFP), whereas long-range vehicles require higher energy density chemistries (high nickel). Cathode assignment to vehicle segment is listed in the table below. High Nickel refers to low to zero cobalt Nickel Manganese cathodes currently in production, under development at Tesla, Tesla’s suppliers and in research groups.

[FN:]
To approximate the battery storage required to displace 100% of road vehicles, the global fleet size, pack size (kWh)/ Global passenger fleet size and annual production (~85M vehicles/year) is based on data from OICA. The number of vehicles by segment is estimated based on S&P Global sales data. For buses and trucks, the US-to-global fleet scalar of ~5x is used as global data was unavailable.”

There's a few assumption issues with what you're saying here... just kidding, I believe that's all this is.

 

[TheLastStarfighter]

Franz said recently it would best competitors on range. 100kWh would struggle to top 300 miles in the CT.

 

[greggertruck]

Franz said recently it would best competitors on range. 100kWh would struggle to top 300 miles in the CT.

Wonder if there is anything he doesn’t know about it

seriously but also kidding

 

[Baldey]

These are obviously estimates. battery packs range +- ~30% or more, depending on trim options. Lumping three vehicles into the "Large" category is gonna do that. Highly doubtfull these are remotely accurate.. Looks like just an average for global capacity claculations for the investor crowd. I would not go off these numbers, lol.

Also my M3's pack is barely 50kwh.. Wonder if they plan to bump it for Part 3?

 

[MonkeyDeLuffy]

All LFP models will lose credit more or less.
CT with 100kWh will not be too bad for daily driving. R1T has about 2.25 miles per kWh efficiency vs 3.3-3.5 miles per kWh of Model X. CT dual motor version should sit around 3 miles per kWh. So not so hyped about the release date of long-range CT. 300 miles+ version may come out first then 500 miles(with additional structural battery pack) then 250 miles with the same 100 kWh pack but software spayed.

 

[SolarWizard]

From Master Plan 3:

450 Wh/m would make for pack sizes of 113kWh for 250, 135kWh for 300 and 225kWh for 500 miles range.

 

[Ogre]

These are broad categories, and you shouldn’t read too much into them. For example the passenger cars estimates seem to be less efficient than a Model Y. Based on the numbers, it’s possible this is an estimate of observed real world mileage or just meant to represent a conservative estimate over the life of the vehicles.

There may be other SUVs, and it may be including fleets of single motor Cybertrucks, or even non-Tesla vehicles. This is not a guide to Cybertruck performance.

 

[cvalue13]

CT with 100kWh will not be too bad for daily driving.

and for all we know, Tesla’s assumptions behind future global TWh include assumptions about the future of travel…

 

[happy intruder]

Franz said recently it would best competitors on range. 100kWh would struggle to top 300 miles in the CT.

that is a show stopper for me

 

[cvalue13]

and for all we know, Tesla’s assumptions behind future global TWh include assumptions about the future of travel…

??‍

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