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- Aug 19, 2020
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- Model 3
That's why i'm estimating another year before we can even get close to the peak. Tesla is optimistic in their upcoming battery production and panasonic is also ready to invest in producing them immediately when Tesla proves they are a success.I do believe 250-300K peak is reasonable. The question is when we will get there. I think hitting 4680 high production rates is a necessary prerequisite for that. Also we have not seen CT casts lined up in Texas like we saw for Y yet so I would not start the clock on ramp up for CT yet. But I do remain hopeful. IF they do everything else like they are doing the construction in Giga Texas, and setup for Y, we should be in good shape.
The batteries will have to start before Cybertruck production and Cybertruck production should start at the end of this year. So an additional 6-8 months could be reasonable for production for both the Cybertruck and the new batteries to increase greatly.