rr6013
Well-known member
- First Name
- Rex
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- Apr 22, 2020
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- Coronado Bay Panama
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- shorttakes.substack.com
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- 1997 Tahoe 2 door 4x4
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- Retired software developer and heavy commercial design builder
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- #1
One article of two published today quote sources, in multiple, that the 4680 battery ramp isn’t ready for production, yet. Tesla have achieved ½ the expected savings it promised just by physically switching to the new, larger sized form factor. The problem is the other ½. Scaling to production its dry 4680 chemistry Tesla lost the projected savings to rejects. Early yield figures, not stated in the article, were on the order of 50%+.
Tesla chemistry is toxic, evaporative, energy intense and high cost recycling the waste stream. Elon projections for 4680 production by 2022 is slipping schedule into 2023 and beyond. Process-ramping from Maxwell technology to economic viability at the 4680 form factor remains a scalability exercise. Tesla have yet to perfect the ramp. Optimism holds in the article that success is a matter of time working the problem.
The purpose of the article definitely informs the public, buyers and reservation holders of Tesla circumstances affecting cost, time and resources impacting 4680 projections in 2022 calendar year. Delivery of the 4680 battery in quantity for its products is questionable. And whether circumstances require Tesla to change its projections, operations, processes or financials is not addressed. The article uses Elon’s promise as apt metaphor instead.
Sept.9 UPDATE:
The Limiting Factor confirms in technical detail exactly wgat Tesla has and hasn’t done wrt: 4680
Tesla chemistry is toxic, evaporative, energy intense and high cost recycling the waste stream. Elon projections for 4680 production by 2022 is slipping schedule into 2023 and beyond. Process-ramping from Maxwell technology to economic viability at the 4680 form factor remains a scalability exercise. Tesla have yet to perfect the ramp. Optimism holds in the article that success is a matter of time working the problem.
The purpose of the article definitely informs the public, buyers and reservation holders of Tesla circumstances affecting cost, time and resources impacting 4680 projections in 2022 calendar year. Delivery of the 4680 battery in quantity for its products is questionable. And whether circumstances require Tesla to change its projections, operations, processes or financials is not addressed. The article uses Elon’s promise as apt metaphor instead.
Sept.9 UPDATE:
The Limiting Factor confirms in technical detail exactly wgat Tesla has and hasn’t done wrt: 4680
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