A new U.S. based giga factory just for Cybertruck

Tesla4KShares

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With such high demand, it seems almost like a good idea to build a new U.S.-based giga-factory just for Cybertruck or any other exo-skeleton Cyber vehicles. The demand for Model Y is yet to be fulfilled, there is such a strong demand to start CT production. Thoughts?
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With such high demand, it seems almost like a good idea to build a new U.S.-based giga-factory just for Cybertruck or any other exo-skeleton Cyber vehicles. The demand for Model Y is yet to be fulfilled, there is such a strong demand to start CT production. Thoughts?
Why not wait for the Austin factory to open, get up to full time production and then determine the need? Seems cart before the horse with that proposition. If the need is there Tesla could expand the facility they already have on the 2500+ acres of property.
 
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Tesla4KShares

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Isn't that what the Austin complex is?

-Crissa
It seems like the demand for Tesla vehicles are so high, it has enough demand for one more Austin like Giga-factory either in Texas or something else in US. We are a long way from 20M cars production a year.

My thinking is: While the demand is so sky high, the Fed tax credit will be available for the next 10 years with no cap, and there is no shortage of funds from investors, why not build more factory now? Eventually, Tesla will have to do it. Just my current feeling. YMMV.
 

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The steel plant is about 100 miles from Austin and as others have said there's room for additional buildings if Tesla runs out of room making the Model Y, CT and Model 2, Semi, robot, etc. The only thing stopping Tesla from building more would be a revolt by the UAW and auto dealers who both want a piece of Tesla's EV pie but have no idea how to even compete.
 

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It seems like the demand for Tesla vehicles are so high, it has enough demand for one more Austin like Giga-factory either in Texas or something else in US. We are a long way from 20M cars production a year.

My thinking is: While the demand is so sky high, the Fed tax credit will be available for the next 10 years with no cap, and there is no shortage of funds from investors, why not build more factory now? Eventually, Tesla will have to do it. Just my current feeling. YMMV.
You mean the proposed tax credit/rebate program that faces a serious challenge from the opposition party. Chickens, hatching and all that. It isn’t law yet or even close.

A sure way to get in trouble financially is to over-extend yourself. Don’t build that factory on hopes and dreams. That is what a start up does and Tesla is no longer a start up.

Right now the demand for 20 million BEV cars per year isn’t there. Think about it. NY, WA, CA, OR have plans to stop allowing new ICE cars to be sold in their states by 2030-2035. That gives the ICE or nothing crowd 9-14 years to buy their gas devouring beauties. You think that just because you want them to buy BEV they are going to alter their ways? Really? Look how many people bought, and are hoarding, incandescent light bulbs when the Bush 2 administration ordered those dinosaurs phased out of production! I know people who have more of those than they will use in my lifetime.

“But, but, but, JEFF, EVs are going to be cheaper and then they’ll HAVE to not buy a gas car.” 1) No, they won’t. Some people are going to buy gas cars until they absolutely can’t anymore. On December 31, 2034 I can guarantee you there will be people buying up the last legal ICE cars on the lots just so they car drive gas engines for the next 5-15 years and flip all you tree-huggers the bird. 2) BEV cars are not cheaper yet. When Tesla gets the 4680 cell out there in mass production and if it is as grand as Mr. Musk claims that will be a game changer. Add in affordable solid state batteries to that mix, too. Until then we pay a premium for BEVs which is why they want to have a government BEV welfare program to lower the cost of those vehicles. 3) Make more battery producing manufacturing plants first. Currently Tesla has 3 vehicles waiting for 4680 batteries: CyberTruck, Semi, and the Roadster 2; which has been delayed until 2023. If you don’t have enough batteries you have nothing to put in to power all those cars you are producing. Then you have 90% finished vehicles sitting in lots waiting for batteries as the OEMs currently are doing as they wait for semiconductors and other parts in their broken supply lines. Giga Austin and Giga Berlin need to open. Battery cell production is planned at each location. They have to produce those mythical 4680s in high, usable quantities first.

If Tesla needs to put another Giga factory some where it will likely be in India for the Model 3 and the Not-Called-Model-2 $25,000 car.
 

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While the demand is so sky high, the Fed tax credit will be available for the next 10 years with no cap, and there is no shortage of funds from investors, why not build more factory now?
Tesla is building 2 absolutely massive factories now and is still completing the ramp up at 2 others (3 if you include Giga NY).

Tera Texas has 8 Giga Presses, they can crank out one assembly every 90 seconds at peak capacity (none have hit this rate yet). So once they are all running at peak capacity they will be able to produce enough assemblies for 2.67 cars per minute. With 3 — 8 hour shifts working 5 days a week that's 19,200 per week or just shy of a million per year.

Giga Berlin and Giga Shanghai are similar size. This is how Tesla triples in size between 2021 and 2022.

It also sounds like they are working with the Indian government to start manufacture in India.

I think they've got plenty of balls in the air. I'd prefer they just focus on getting the 4680 out the door and starting production of the Cybertruck. Then they can start thinking about another Cybertruck facility.
 

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Right now the demand for 20 million BEV cars per year isn’t there.
Based on what?

You have no idea what demand would be like if production were online.

Right now there is a six month wait list for the Model Y and the Model 3 is only slightly less. Model S demand isn't far behind. Right now Tesla stopped producing the Model Y SR because they couldn't get produce enough cars to meet demand for the LR and Performance models.

We have no idea what demand looks like at the moment because we don't know what a world with Tesla capable of meeting that demand looks like.

I'd go further, the whole concept of "BEV" demand is wrong. People buy vehicles, whether those are BEV, Hybrid, or ICE depends on pricing, features, and availability. The Model 3 and the Model Y have pretty effectively demonstrated a lot of people are ok with the features, we just need to get the availability squared.
 

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Remember too that Tesla is taking a fair bit of profit from those raised prices. It's just hidden by their huge capital investments. Building two new factories and six new production lines and I don't know how many refining facilities isn't cheap. Once those are making cars, their prices can dip if they need to stimulate demand.

-Crissa
 

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Remember too that Tesla is taking a fair bit of profit from those raised prices. It's just hidden by their huge capital investments. Building two new factories and six new production lines and I don't know how many refining facilities isn't cheap. Once those are making cars, their prices can dip if they need to stimulate demand.

-Crissa
If they could produce enough cars to keep up with current demand, they could just start producing the Model Y SR again. That drops the entry price of the Model Y by $7,000 which is a pretty big jump into the affordability range.
 

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Remember too that Tesla is taking a fair bit of profit from those raised prices. It's just hidden by their huge capital investments. Building two new factories and six new production lines and I don't know how many refining facilities isn't cheap. Once those are making cars, their prices can dip if they need to stimulate demand.

-Crissa
Tesla spends way more money than the OEMs do, or any company for that matter. Not only building new factories, but also all the Superchargers, Service Centers and Galleries all over the world. Then they have to hire and train a workforce from scratch since 2012 basically. No wonder the OEMs didn't think it would happen. No company has ever come close to the growth and cash outlays that Tesla has. Now they're making profits. But growth is super expensive.
 

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It also sounds like they are working with the Indian government to start manufacture in India
According to one of the Tesla talking heads on YouTube there is not enough income in India (population yes, income no) to warrant a plant there. Average income there is $3,168.00 per year.
Giga Berlin can send cars to India.......mayhaps the 25K model we are hearing about for the more affluent Indians. .
South America is the next logical place for Tesla EV production.
 
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