Next week, Tesla founder Elon Musk is due to give an important presentation to the audience about new technologies for the production of traction batteries for electric vehicles of the same name. The content of the report is still shrouded in mystery, but industry experts have already identified which areas of work in this area are the most promising for Tesla.
First of all, the company must reduce the cost of storing one kWh of electricity. According to Credit Suisse experts, next week Tesla may name measures that will allow it to lower the bar from the current $ 100 to $ 75. Morgan Stanley officials are even more optimistic about the $ 50 per kWh threshold, but this is one of the most daring estimates in the segment. Elon Musk himself, recall, recently recognized the urgency of the problem, considering the reduction in the cost of batteries as one of the main conditions for the further popularization of electric transport.
Longevity should be another parameter for Tesla’s battery cells that will undergo improvements, Wedbush said. The promised batteries with a resource of 1.6 million kilometers should become the central topic of Elon Musk’s report, according to the authors of the analytical note. The traction battery block will be able to outlive the electric car itself, later finding application in stationary energy storage systems. In fact, this is already happening, but the demand for electric vehicles is growing at such a pace that Tesla simply does not have the ability to produce stationary batteries in sufficient quantities, and “secondary components” in this sense would contribute to the development of the core market.
Experts at New Street Research see battery longevity as a secondary consideration. In their opinion, now the priority for Tesla is the so-called Roadrunner project, which implies the creation of a new type of battery cells, as well as a progressive system for their production, which allows you to quickly scale production volumes. Now the ceiling for Tesla is the production of 600-700 thousand electric vehicles per year. According to experts, this number should be tripled by 2025, and this will not be achieved without the development of battery production.
Tesla is expected to quadruple its battery production by 2030, implying a 21% CAGR over a ten-year interval. It cannot be ruled out that Tesla will be able to arrange the supply of its batteries to other automakers, or even use a new business model with leasing or renting energy storage devices.
If you notice an error, select it with the mouse and press CTRL + ENTER.