This is wonderful news. And despite many very deserved criticisms of CR and Lovedays insistence when posting it here of trying to conflate 'reliability' as if instead of being much more reliable than any ICE which is the reality of Model 3 some claimed trivial flaw would be real and lead to a stranding on the side of the road. But moving right along... Now it seems Tesla has been dominant at the top of CR in recent years.
What is happening right now is so exciting.
1. ICE vehicles have went way up in price from 22K average selling price to 35K now and soon to be more because the EV tipping point has arrived where we've reached peak ICE and this will cause the elevation of the average selling price in the state helping Tesla on the way down to its 35K goal making it less than the average selling price.
2. China as the largest auto-market in the world has banned further ICE capacity expansion and at the same time with 500 EV producers will have enough domestic EV capacity this year to replace essentially its full domestic market of 20 plus million vehicles a year. Further China is growing at a rate that by 2025 it should eclipse the US economy to become the number one economic power in the world.
3. By 2025 we ought to have the perfect battery solution. https://cleantechnica.com/2019/02/0...elivers-ultra-fast-charging-zero-degradation/ This C-ion or solid state Carbon Ion tech which is in its 4th generation and in mass production in China, coming from Oxford University and is a combination of carbon nano tubes and ultra caps and some super conductance tech- presumably some q-dot type stuff akin to what StoreDot is working with, is the best I've ever heard of (in terms of marketing claims) in that the charging is apparently instant (35 seconds for an EV,_ its not chemistry based (per newer marketing) so it doesn't wear down or degrade, can't catch fire, is very cold resistant, clearly doesn't get hot, apparently doesn't need cooling- better than lithium ion by 1-2 orders of magnitude along all parameters, is super cheap and light- 30 year life cycle unlimited cycles no degradation, great energy density and no lithium or cobalt or rare earth cost- making it out of coconut shell derived carbon- should enable full EV aviation. Right now its great for stationary things like batteries on site at EV charging stations radically lowering the cost of the energy they use because it eliminates demand surges also good for green duck curve amelioration. By its 5-6 generations out before 2025 it will be fit for EVs and be in production in EVs by then- per the company. It production process works with current lithium batter manufacturing plants and tech no retrofit or retooling or real capex expenditure to snap it in. This is an example o the claimed everything battery tech we've been looking for, its apparently way beyond solid state lithium and apparently well funded. Could be wrong but the way battery tech looks its like were in the middle of 1080p anticipating 4K and just waiting for the tech to hit final manufacturing quality- if not these guys then another group and there are many!.
4. I do believe Tesla is on the edge of a real break through with self driving. Right now they are about fully recovered from the bs that happened to disrupt the Mobile Eye partnership and I do think they are ahead of all others even ahead of Waymo. When AP3 hits in a month or two Model 3 will really be the best value for the money bar none- I noticed that CR scored Model 3 a 92 and if I am not mistaken (and I could be because I couldn't make it out) Camry or Corolla or both were down in the low 50s- imagine that.
I am saying that the price point will move up for volume demand watch!!!
So again the demand problem is with BMW (it hit peak ICE first, others are hitting it this year) not Tesla!!!!!!!!!!!!!!!
What is happening right now is so exciting.
1. ICE vehicles have went way up in price from 22K average selling price to 35K now and soon to be more because the EV tipping point has arrived where we've reached peak ICE and this will cause the elevation of the average selling price in the state helping Tesla on the way down to its 35K goal making it less than the average selling price.
2. China as the largest auto-market in the world has banned further ICE capacity expansion and at the same time with 500 EV producers will have enough domestic EV capacity this year to replace essentially its full domestic market of 20 plus million vehicles a year. Further China is growing at a rate that by 2025 it should eclipse the US economy to become the number one economic power in the world.
3. By 2025 we ought to have the perfect battery solution. https://cleantechnica.com/2019/02/0...elivers-ultra-fast-charging-zero-degradation/ This C-ion or solid state Carbon Ion tech which is in its 4th generation and in mass production in China, coming from Oxford University and is a combination of carbon nano tubes and ultra caps and some super conductance tech- presumably some q-dot type stuff akin to what StoreDot is working with, is the best I've ever heard of (in terms of marketing claims) in that the charging is apparently instant (35 seconds for an EV,_ its not chemistry based (per newer marketing) so it doesn't wear down or degrade, can't catch fire, is very cold resistant, clearly doesn't get hot, apparently doesn't need cooling- better than lithium ion by 1-2 orders of magnitude along all parameters, is super cheap and light- 30 year life cycle unlimited cycles no degradation, great energy density and no lithium or cobalt or rare earth cost- making it out of coconut shell derived carbon- should enable full EV aviation. Right now its great for stationary things like batteries on site at EV charging stations radically lowering the cost of the energy they use because it eliminates demand surges also good for green duck curve amelioration. By its 5-6 generations out before 2025 it will be fit for EVs and be in production in EVs by then- per the company. It production process works with current lithium batter manufacturing plants and tech no retrofit or retooling or real capex expenditure to snap it in. This is an example o the claimed everything battery tech we've been looking for, its apparently way beyond solid state lithium and apparently well funded. Could be wrong but the way battery tech looks its like were in the middle of 1080p anticipating 4K and just waiting for the tech to hit final manufacturing quality- if not these guys then another group and there are many!.
4. I do believe Tesla is on the edge of a real break through with self driving. Right now they are about fully recovered from the bs that happened to disrupt the Mobile Eye partnership and I do think they are ahead of all others even ahead of Waymo. When AP3 hits in a month or two Model 3 will really be the best value for the money bar none- I noticed that CR scored Model 3 a 92 and if I am not mistaken (and I could be because I couldn't make it out) Camry or Corolla or both were down in the low 50s- imagine that.
I am saying that the price point will move up for volume demand watch!!!
So again the demand problem is with BMW (it hit peak ICE first, others are hitting it this year) not Tesla!!!!!!!!!!!!!!!