Tinker71
Well-known member
- First Name
- Ray
- Joined
- Aug 8, 2020
- Threads
- 93
- Messages
- 1,610
- Reaction score
- 2,102
- Location
- Utah
- Vehicles
- 1976 VW EV bus, 2007 Sienna, Tesla M3, Cancelled CT2 rez - holding for $65k
- Occupation
- Project Manager
- Thread starter
- #16
A lot of ifs here but:
1.) If it is just bolts and figuring out how to handle the packs/seat, people will figure it out.
2.) If the bolt pattern and volts/architecture stays the same for several years of production
3.) If future packs are 4680 based with 350 whr/KG or greater and production cost of say $70 per kWhr at the cell level
4.) Sales price at the pack level is $150 per kWhr.
Then a 3rd party might make a run at it.
I would argue that there might be profit in there for Tesla, especially if the old pack will have stationary storage value. Tesla may never try to exceed 250k per year. That might matter if they want to increase CT Revenue without increasing production and saturating.
Knowing that your CT may be upgradeable in the future could be a way for them to keep prices higher longer, by playing off the Osborne affect.
Who knows.
1.) If it is just bolts and figuring out how to handle the packs/seat, people will figure it out.
2.) If the bolt pattern and volts/architecture stays the same for several years of production
3.) If future packs are 4680 based with 350 whr/KG or greater and production cost of say $70 per kWhr at the cell level
4.) Sales price at the pack level is $150 per kWhr.
Then a 3rd party might make a run at it.
I would argue that there might be profit in there for Tesla, especially if the old pack will have stationary storage value. Tesla may never try to exceed 250k per year. That might matter if they want to increase CT Revenue without increasing production and saturating.
Knowing that your CT may be upgradeable in the future could be a way for them to keep prices higher longer, by playing off the Osborne affect.
Who knows.
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