When Tesla unleash M3P batteries it could be GAME OVER...
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- Äas pĹidĂĄn 25. 03. 2023
- When Tesla unleash M3P batteries it could be GAME OVER...
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#tesla #M3Pbatteries #evnews #evproductions
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I talked to a man that is a retired GM manager. I was complaining about there are some things that fail commonly. When one certain thing fails all the time why not redesign it and fix it. He said they made contracts with suppliers and the union and it was next to impossible to change a design before the contract runs out. They would rather pay warranty claims and damage customer experience than change a design early.
Wow!!!
The unionized auto industry is sooo effed
â@@whodatcatt You think that's effed try a unionized government.
Thatâs why they will fail unfortunately
There is of course the "one horse shay" phenomenon.
Its a poem by Oliver Wendall Holmes that's a bit difficult to read due to the early English he used.
To summarize, (yes, spoiler ahead), The Deacon of the local church was upset at having to take his carriage in for repairs every time something broke so he commissioned the best craftsmen to use only the highest grade materials to construct a new one. It was "The Deacon's Masterpiece". It is a humorous anecdote to the idea of having every part of a structure be the best material and craftsmanship so no parts break before any other.
100 years to the day after the carriage was built, it collapsed in a heap of dust leaving the then Deacon and his wife sitting in the road.
All these fed up big legacy have only man-ager stealing bonuses for impressing and cheating analysts with faked good quarterly results and these stupid know nothing better than their Excel-sheets. They had 100 years to learn how and on cost of people and tier one to three suppliers in the background who also start their own car businesses to end consumers. However legacy is an old lady with too much cosmetics on. Tesla only learns instantly and with TeslaOne they are just not to beat. Like Daniel said they have no high vertical integration to do so and change things fast enough in legacy and the workers unions like mafia kills them as they are only looking for themselves and NOT the workers that can get more in the Tesla universe or must look for a different task in life because stupid routines are soon done by Teslas Robots as machines making machines 24/7 with the utmost of precision. So better get your kids the best education for tasks and jobs they also fill with their core competencies otherwise they are lost in transition or become cannon fodder! If you look the black clouds everywhere!đ¤ Think if people realize what goes really on at Tesla and at which pace they forget about EV and cars⌠The shares will skyrocket for those who understand itâs today the only sound long term investment besides weapons and pharmaceuticals.đ
Hang on Sam, donât tell me âThis Will Change Everything?â. Iâve never heard you say that about any EV development before. Thatâs amazing đ
Somebody needs to track all these predictions to see if they actually come true or not.
â@@B9M3 if you still haven't seen the game changers happening the last couple years, your in the wrong place
Lol. But you have to admit, it is a game changer. And Tesla has been rolling out game changers at rate of a handful a year.
Absolutely spot on đ also have been hearing from this channel that M3P batteries are a couple months away for about 12 months now.
lol
Watching this on 1-30-24 I am amazed at how prophetic this vid is. Sam is spot on in his predictions here.
Praying for Shanna's continued improvement and complete resolution of her health challenge, as well as all blessings for you and your boys. Keep up the good work. :)
Believing and praying in agreement with you!
Praying for Shanna!!!
Wishing your family the best outcome during these challenging times.
What are you talking about?
Sheâs not getting better, donât you listen? Samâs wants to raise funds to send her to another place in the US
"GM WILL BEAT TESLA by retrofitting all Bolt EVs with 188 Duracell AA Batteries, somewhat rechargable"
- Mary BarrrrrrĂĄ, CEO
Too bad! The best batteries are made in China, second best from Korea.
LoL !
Like th leader would ha
I cannot recall any other company that discloses its plans and practices to the degree that Tesla does. For analysts to be ignorant of what they are doing and planning requires an act of will - simply refusing to avail themselves of a wealth of information. I mean they don't even need to read research reports - just log onto CZcams and start watching, and yet they are always making mistakes, missing developments, and repeating falsehoods. Thank you Sam for doing this. It is fascinating.
Because according to them Musk is a fraud not to be trusted. Remember Musk released his master plan long ago, but to them it is just a bunch of BS.
They are doing it at their own peril. What a nice, though overused, but true phrase! đ
Because MSM no longer does research. They rely on PR departments of the corporations. And Tesla does not have a PR department for them to get info on
it's actually very simple to understand, Tesla does not spend billions on advertising.
This is by design
Hi Sam, great to hear your wifeâs treatments are working. Itâs so impressive what youâve accomplished, finding an effective treatment, funding on CZcams and relocating your family. WOW!
Iâd LOVE to see a âskateboard tourâ of Bangkok if you can do it safely!
Keep up the good work, your videos are awesome.
You can't do a skateboard tour of Bangkok safely. - Total non-starter.
3/26/23 just watched monro live about Amprius creates a 500wh/kg battery.
One thing is certain: the brand new CATL battery factory, built just a stone's throw from Giga Shanghai, should give Tesla a significant advantage.
it needs everything it can get as it loses market share each quarter...which is natural...
@@turbodewd1 it will lose market share but will have more market share than any other car maker and make more profits
Tesla doesn't own CATL. Any car manufacturer can buy the same battery.
Shipping and handling cost of goods sold
Id love to see a tour, wishing you and your family the best
Yes Sam, stop slacking - you don't make enough videos
While it's obvious Tesla would have tested these extensively and determined they're in line with their standards.. what's the real specs on these batteries? Longevity? Charge speed? Degradation over time? You know.. the important shit to an owner. Beyond just the cost savings.. I don't need cost savings if it means shittier life span or reliability.
Dats right too
Love your channel dude, very concise, not available anywhere else, and without loud production music and other distractions.
Glad you enjoy it!
Amazing str8 forwardness
I would love a tour video Sam!
All the best wishesđ
Thanks Mate!
Legacy car companies fight internally, vehemently and incessantly. All big established companies suffer from that. Employees are terrified, execs are in total war with one another to get promoted. There is little interest in how the company is doing. I know that for a fact out of personal experience.
While the precise chemistry of the new batteries isnât known, the new M3P battery is an improved version of the LFP chemistry where the iron (F) is replaced with a mix of magnesium, zinc, and aluminium. So the MP3 is still a lithium phosphate battery
@Terje Foss
I used to play with Magnesium in fires as a child.
It burns like nothing else!
I would think twice before putting it into batteries. If it catches fire, it will be very impressive!
I bet da team knows exactly whatâs going in each battery
It was pretty obvious some years ago that LFP is a better option than Ternary cells. But everyone has to do the same thing so LFP got ignored. M3P solves the performance gap but maintains the safety of LFP. Itâs not just that Tesla moves fast. The others donât move at all.
I remember pretty well that the consensus in the industry was that LFP would be ideal for automotive applications, but Musk needed to be pigheaded and put NCA cells in his cars. He actually made derogatory remarks about LFP at the time. No performance from that inferior chemistry. And everybody followed Tesla down the wrong path only to come back a few years later......
@@hvh377 Times change and Tesla changes with them, usually ahead of them. You may be keeping some kind of OC score about corporate decisions in the past, but really, what in the heck does it matter? That was then, this is now.
@@SkyRiver1 Tell that to the fanboys every time they claim Tesla invented this or that or say Tesla is the best at everything.
Let's have some sense of reality about the brand. Tesla isn't that special. They just had the right product out at the right time and it is a big success.
It actually took them 2 tries to do it as well, because the model 3 clearly was not the right product. The rest of the automakers already knew that, because they all were making crossover SUV versions of their small sedan models long before Tesla did
Let's see if Tesla can make another successful model.
czcams.com/video/NWvI1daNils/video.html for abc news item on fire riskâŚwe should all just buy the safer LFP for safety of our family, our neighbours, community and emergency workers. Iâd even suggest Fed Gov considers ban, extra tariff or no incentives on lithium ion cars when there is a known safer option. If people want the extra power or range not getting LFP then maybe they should have to pay into an compensation fund the Fed Gov tariff could invest those funds in to help cover costs of EV fire response and recovery plus medical expenses if anyone is hurt.
Toyoto has done extensive market research and the big picture shows that populations that are not in the West that need cars simply do not have the infrastructure to adapt to electric cars and it is hard enough to supply electricity even to thousands that do not have it. Plans to solve the problem are not on the short list so it could take years. It is a case of hybrid if possible in the city and gas once you leave it. In short they see no advantage of going all electric too soon. The Electric makers are like the early makers of the first gasoline engine cars. Too many, too underfunded and nothing to distinguish them as special. i would not be surprised in Toyoto ends up with a very good balance sheet for as much as 10 years. As for the West no matter what the brand a new gas powered car will have near zero resale value in as short as 5 years.
Nothing to distinguish them as special? LoL! Try driving a Tesla. Let us know how the instant torque compares to your lunchy ICE. Are you trying to tell us that Toyota is playing twelve dimensional chess here? Good one. Note the spelling of "Toyota".
Wuling Mini and a few solar panels solves that problem. It's also available today at less than US$8 K and is affordable by most. Looks like Toyota is pulling your leg.
Hay Sam, all that remains to be seen is if Tesla use the extra density to increase range or to reduce battery pack size and keep range about the same.
Personally I think that smaller packs serve their mission best - making the cars cheaper and getting them out there to more people. This can only work if they keep building out the Supercharging network, which also fits with their mission.
I agree, but solely for the purposes of performance and handling.
Totally agree! Smaller battery gives you a cheaper car, a lighter car, and thus both a faster and more efficient car! As long as you always reach the next charger there's no problem with the smallest battery!
But still some people insist on driving on their daily commute with a gigantic battery that is expensive, and is reducing performance and efficiency! It really is just as stupid as driving to work every day with 200 gallons of fuel in the tank, just in case you might need the range...
I'm for this but only after all their cars hit 300 miles to a charge, under that is to little and less than the average ICE. Really I'd like to see it like the model S at 400 but that might be asking to much.
Was exhibitor at the E-XPO in Salzburg and looked also at the small car show with local car dealers. Approaching the Toyota booth, I searched in CZcams on my smartphone, âElectric Viking Toyotaâ. âWhat is Your opinion about this disasterâ? Seems they have no idea, what is going on. Best joke was the Smart SUV for 46.000 âŹ, because Tesla showed a Y for only 43.000 âŹ.
Seems EU car industry thought big price increases are a good idea. They are completely unprepared for a price battle.
Its only natural to assume that the big 3 will have these batteries, Since CATL is building a battery factory in Michigan
OK, this new CATL M3P battery is midway between LFP and ternary chemistries in terms of energy density. How about cycle life and cold weather performance? How about cost? Is this a real win, or is it just an alternative battery choice? This video is the first to report better performance than ternary chemistries. That remains to be seen.
I'll believe it when I see it. The 4680 was meant to be lighter and more powerful. The 4680 model y is the same weight as 2170 and charges slower. So I'll wait til it's proven
CATL is the number one battery manufacturer in China. BYD is the number two battery manufacturer in China. Will the CATL M3P battery be so superior to BYD's Blade battery? Probably not. The energy density of M3P batteries is about 15% higher than than BYD's lithium iron phosphate batteries, reaching 210 Wh/kg, and the cost is comparable to that of the Blade battery. The real issue is cycle life. The Blade battery is capable of 3000 charge cycle (over 700,00 miles!) The M3P proprietary technology is very similar to BYD's lithium iron phosphate, but with the addition of manganese. If the M3P has a cycle life of over 3000, then it will dominate the marketplace. Time will tell.đ¤
Thanks Sam, I saw a video from Sandy Munroe, who said he looked at earlier Tesla models and found some issues with them that he made Tesla aware of. In literally a few months, they had listened to his advice, made the changes on all future models. Sandy said this was incredible, he left Ford after trying to get some production changes, that didn't happen for over 5 years. Learning from expert critical advice, adopting or developing new technology quickly and having the most efficient production systems means you stay ahead of the competition and is surely the mark of a very great company.
@Ziplokk
Not really!
It has now become a Tesla thing. Wouldn't have happened witout Elon. But it will hang on quite a while even without him.
If we don't watch out, it might even spread!
Hi Sam, what are your thoughts on the Amprius battery? energy density of 500, now proven and tested and going in to production. 0-80% charge in under 6 mins! Sandy Munro was blown away by it in his video. This brings 500 miles plus in to a standard battery. Scaling up quickly is their only problem it seems.
4680 is the metal *can,* M3P (LMFP) is the *chemistry* that you fill the can with.
Those arenât the same chemistries.
@@richardfolden3860 A can doesn't care what chemistry one shoves into it.
@@jonahbert111 I don't understand people saying such things, you could put an lead-acid or the same stuff that is in standard flashlight batteries inside the can. The can does not care.
Which of-course in the future if Tesla comes up with a super battery chemistry they can put that in too.
@@jonahbert111 and some people care to be intelligent and accurate. Clearly you do not if you insist that x and y are the same things, when they are not.
@@earlpottinger671 Yes, that is the whole point. As chemistry improves, what goes in the can improves. The can is designed to be easier to produce because it is bigger, and it is strong enough to be part of a structural platform, compared to the smaller cans. It was never meant to signify a certain chemistry.
Never going to buy a Tesla M3 before HW4 is there, just don't want a crippled car without a radar sensor. (and yes might work fine without in California/Texas, but not here in Northern Europe, where it's often crazy foggy at night / snow / raining a lot) where "vision" just isn't good enough. (my opinion, after having driven with radar sensors the last 6-7 years), nothing against Tesla, I'm super excited for HW4, with the new high def radar they are adding. All the self-driving features just isn't there most places outside the US, so it's not a specially big selling point, but nice driving assists with radar would be really welcome.
About 4 month ago CATL reported that they were producing solidstate batteries in their ordinary Lithium NMP production lines. At this time these had about 50% of the energy density of the L-NMP batteries. CATL predicted at the time that they would have gotten the energy density up to par with the L-NMP battery in about a year.
And then we start talking.
This is important as the more electric cars we see on the street the closer we get to the ban of L-NMP powered vehicles in tunnels, on ferries, in parking buildings, and parked close to other buildings. The insurance companies will refuse to insure these vehicles due to the high risk of fires that easily spreads and are difficult to extinguish.
This is why the solidstate battery soon will overtake the L-NMP battery.
And you are 100% correct about the other car manufacturers. Look at VW and BMW as two examples. They invest heavily in Northvolt. A company that now asks for additional $8 billon in investments/loans to build more factories. They don't even have one fully functional factory after 5 years and almost 4 years of having a factory up. 90% of all the cells they build is scrapped due to poor quality.
I wonder why đ¤ Can it be due to the fact that they buy old technique manufacture machines from Chinese companies and expect these machines to perform world class quality product?
Well, the whole management of that company lives by the "Emperors new clothes" mentality.
Say "yes sir" even if you know it will lead to disaster. So that company is not even in the race for it. It will be the biggest black hole for investors money in the world.
A tour video?! I would love to see that đ
Hope CATL can make these batteries in the USA.
Hmm the country of #meToo?
Now that the patents they had been stealing for the past decade have expired they officially can. But should they be allowed to have such market access?
It would be great if Tesla would be able to create vehicles that can swap their vehicle's battery packs with new updated tech battery packs when they become available. Now that would be game changing!
Iâll tell you what Tesla will have to watch - U.K. insurance has had a wobble on Tesla Cars as cars are being written off due to light damage but the pack has taken a hit. They say you canât replace or repair the model Y packs as itâs part of the Car. Quotes have went through the roof.
This is pretty awesome. It will give Tesla more wiggle room to reduce prices while continuing to retain healthy profits, all the while increasing range on existing models. They never keep still.
You are aware that these cells are available to every EV manufacturer on the planet? Anyone can buy these from CATL; just as Tesla is buying them from CATL?
@HvH Nobody at the same price Tesla can get them at. Also, the point is that this will lower the existing costs to them.
@@MederNet And you know that because.... I forgot: Tesla is winning at everything!
@@hvh377 you believe there is an endless supply of these? If Tesla has first crack at em.. whether it be some existing agreement or cooperation between the two.. there will not be enough for some time, for anyone else to make any significant amount with them. Could keep Tesla years ahead of their 'competition' for another half a decade. And as he mentioned.. by the time slow legacy makers pivot to copy.. Tesla has moved on to the next newer, better, cheaper tech. None of them will catch Tesla unless and until they change their ENTIRE corporate and production foundation to be agile like Tesla.
@@hvh377 It is easy to make such empty claims, but how many out of all the manufacturers on the planet actually have a deal with CATL? Another interesting question would be how long would it take for a company with no deal with CATL to make a deal, build a battery factory, and then scale production? Still one has to consider... how many automakers have the scale, or are actually using Tesla's new manufacturing techniques to cut costs beyond the battery pack? Because Tesla cars are very efficient and that's why there are plenty of cars with bigger batteries that are still losing to them in terms of range. And that's why Tesla can make EVs profitably. A claim can appear to make sense at first glance, but you should study what it will take to implement it. I'd say Tesla and a few Chinese companies that are already contracted with CATL have about at least a 2 to 3-year advantage compared to the others.
Range / Price are not the primary problem of Tesla. There are basically 2 things that manufacturers can compete on 1. Service quality, Tesla has too few service centers, with that long wait times and distance from customer. The other thing is interior quality, if Tesla used the model S interior on all of their cars along with better service quality - there would be no competition, it's as simple as that. I think the best example is Hyundai ioniq 5 / 6 vs Tesla Model 3 / Y. If Tesla had comparable features and appearance in the interior, the would not be an objective argument for buying an Ioniq. There would only be subjective arguments about looks / suspension tuning, but Tesla would be offering a better product at a lower price. I think most buyers would opt with Tesla. I am genuinely surprised that Tesla has not implemented the Model S / X interior in 3 / Y, it wouldn't make the car cost that much more or reduce profits that significantly, yet it would eliminate almost all market share for the competition. It would severely damage the chances of legacy automakers entering the EV market, it almost seems as if Tesla is intentionally leaving the door open. Japanese manufacturers in particular would probably lose significant market share in particular because they would not have a compelling product at anything above 35K, leaving them with only the low margin economy cars, which will probably struggle against Chinese cars.
Their competition is not other EVs. Itâs ICE cars and trucks that are polluting our air with toxic fumes and stress causing noise pollution. Every car without a tailpipe is replacing a polluter. âĄď¸đ
Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery , M3P is LFMP battery that can also be used with the Qilin arquitecture. Nio is using a semi solid state battery
Thanks Sam. Would love to see visuals of your surrounds - might need to remind viewers that accommodation in Thailand is much cheaper than in western countries or people will think youâre living in luxury at othersâ expense!
Happy if you use local visuals while you talk your usual EV/battery stuff as generally what you say is more valuable than the visuals (unless itâs about a new release vehicle).
Keep up the great work and may you all be healthy!!
Great to hear about your wife's improvement! You are an amazing partner, and you deserve all the praise coming your way! Remember to take care of yourself as well though! If not right now, then when things are more calm again. This channel and it's followers will respect your decision to take some time off, once everything is better, in order for you and your family to recharge and mentally and physically get back to "normal" â¤
And this was also a great video btw! đ đ
Tytyty
I am planning to buy a new M3 next year, as Queen said:
I want it all, I want it all, I want it now!
Structural battery packs have a huge downside. If they are even just slightly damaged, the whole pack has to be replaced. Insurance rates on Teslas are already sky high and it looks like structural packs are going to drive increased insurance costs.
Fisker Ocean Extreme = 707 kilometer. Volvo EX90 =600 kilometer, BMW iX = 611 kilometer, Polestar = 610 kilometer, Mercedes EQS SUV = 602 kilometer.
Audi Q8 Sportback = 600 kilometer.
Please do a tour video! Thanks Sam!
Love the EV content. How about a tour of where you are staying and see how many EV's you can spot on the landscape.
Nice. You forgot to mention though that its chinese competitor offer much lower prices. This means in the lower end of the market Tesla is not competing yet. A sub 15k USD car is still very far off. But demand for such cars is high in China, India, Africa etc. Let's see how it plays out. Interesting times!
I don't think analysts are ignorant. In my opinion, they just represent big market players that need time to get rid of ice car producers' assets before they will fully jump into Tesla ones. Otherwise, they would shoot their foot.
You have to realise that a lot of people do not like Teslas, yes the numbers may be best in class, but many Europeans like their BMWs, Audis, VWs, Porsches etc, so "Game over", no, all to play for. Kia and Hyundai make some superb cars, Ford are making progress, MG at the lower end are doing very well, and the Chinese will not give in without a fight.
Competition is good.
But they are not profitable. The most awesome car company can't survive if it's not profitable.
â@fenrirgg nether was tesla for some 10 years. The Chinese EV makers are going to chew into Tesla market share, what with Teslas dates cars, poor service and awful build quality.
As an engineer i really like tesla. But Musk makes me not want one. I wish Tesla all the best, but its not high on my list of cars to drive.
Agreed. BYD going places Tesla can only dream of
Other EVs are NOT the competition! đ¤
So what IS this M3P chemistry?
In 1921, Ford had 65% share of the US car sales market. 65%.
People might have reasonably thought it was âgame overâ back then too, and yet, here we are todayâŚ
At that time, it was game over. The game has changed.
The legacy automakers failed to realise that the transition to us all driving electric is not about batteries (although they are essential) but fundamentally about electric motors being the only thing turning our wheels. Had they grasped that back in 2008 Tesla would not dominate now and might not even exist today. What the legacy lot did was think that until we have enough batteries the ICE must be connected to the wheels. However once you have only electric motors turning the wheels, with each new model or model update, the race is on to give more battery capacity. And that is what Tesla have done because the alternative would have been ice generators or hydrogen fuel cells and they would been competing with legacy auto in a field they already dominate. It would have been evolution, not revolution and the irony is today we would already have far less fossil fuel use.
Would love to see your surroundings but more so Melbourne when you guys are all home safe!! I reckon you could establish a great CZcams presence just touring where you live. Our family visited there about 20 years ago- and weâve travelled quite widely- Australia and Melbourne are epic, very special.
I drove through the beautiful Dandenong ranges this morning and it is a perfect day for it. I think the Evans family must be missing it.â¤đŚ
Tesla may decide to offer smaller battery packs so as to reduce weight and increase efficiency ie same range, less weight with a cheaper sticker price. Not everything is about range, you also have to consider efficiency and weight. Also M3P batteries just got some very big competition from Amprius Technlogies, their battery that has gone into production in the USA is already double the energy density of anything coming out of China.
@James Karrie you are looking at it wrong, same price per kwh as LFP but half the weight. Weight is a big issue right now for batteries.
Ford is a CATL partner as well hopefully they'll figure it out and turn a profit from EBVs.
Thanks Sam. Love your content. I have talked to several people I know who try and follow EV's and the production of them. Every time I talk to them they are surprised at what I tell them and they have a hard time believing me. Then they go do some research and come back to tell me "You're right. How did you know?" I told them all to subscribe to your channel. I suspect many others are doing the same.
Best sho on u tube
I agree with your estimate on the viability of solid-state batteries in the near term. So it is best to work with improving what we have and what works now. An improved battery pack that can be offered in the next few months is a winner.
Fantastic info as usual Sam. Super useful. Thank you.
Glad you enjoyed it!
2:18 đđ. I was like wait do we move?! definitely would like a tour also, would you be raffling off that leather wing back chair? Lol.
If a petrol station has 8 pumps, and it take 6 times as long to charge an EV as it does to refill a petrol car, then if every petrol car were to be replaced by an EV the filling station would require 48 charging stations. Even if there was room on the forecourt for these, the cabling to the site would not be capable of supplying the extra power, and even if this were to be upgraded, we would need to build additional nuclear power stations to provide dependable clean electricity. The fact that the Government is ignoring these factors suggests that the object of the exercise is to use the alleged climate change crisis to eliminate private transport for all but the very rich.
Do you remember how many times you announced the next great breakthrough for solid state batteries last year? Every time saying how it would change the EV market completely? And now you're saying solid state batteries are irrelevant for the EV market for the next 8 years? What has changed since.... say.... November 2022?
Combined with thier announced "rare earth metal free" motor that will be cheaper and deliver similar power. Tesla leading the pack still in EV innovation.
Syncronus reluctance permanent magnet hairpin motors with carbon wrapped rotors
Hey Sam it was great to see you in person in Sydney. I hope your wife is doing well. Would be great if you can do a tour of where you stay and highlight the EVs they they drive locally and its infrastructures to support the growth.
I lived in Bangkok for a few months in 2008. Not my favorite city in Thailand, but great for Shopping and Dining Out. I used to stay near Dung Muang Airport and work from an Internet Cafe nearby. I'm interested to see how the City has evolved in the last 15 years.
Sam, I hope you wife is doing better.
Sam, although I was distracted in watching this video, I think the video isnât clear on a few things: M3P is CATLâs structural batter pack? Why is M3P so much better than existing battery systems? You mentioned it has higher energy density, how did they achieve this? Is it different chemistry? Better manufacturing/engineering?
Regardless Sam, thanks for the video.
I'm new to this guy's videos. I would only critique that there was much more fluffing and speculation going on, than any actual info. I'm sure he does well enough, but I prefer a deeper dive into tech, not just "holy sheepsh** this new tech is super awesome!"
Maybe that's not what his audience is into though.
An lighter
Hi Sam. One thing I think we should also be looking at is are these new batteries part of the structure of the car which could make it very expensive or impossible to replace. Is the cost of construction of the car overriding maintenance issues. With less moving parts the car could last much longer than we are used to and battery replacement becomes more important.
Best wishes to your wife
Another reason for me to hold off ordering my model y. So now I'm waiting on hardware 4, refresh bumpers and m3p battery chemistry before I order.
Would love to see the tour video
Just so that you know (if you didn't already and are, in fact, interested), because Viking didn't mention it: it's a step up in energy density compared to _LFP_ chemistry. LFP is not the most energy dense type of Li-ion battery chemistry (to say the least), but M3P (LMFP) is supposed to combine the benefits of LFP with improved energy density.
I don't think this chemistry is bringing energy densities close to NCA territory. So don't expect any range records or performance records to be broken with this chemistry.
hydrogen 1200 mile range cars kraftwerk tubes
@@jordanbrown7403 I'm ot sure if you're joking or not? I'm guessing it's a joke đ. I can charge my car on my own drive, if fact it's charging right now and the electricity for it is coming from an offshore windfarm 10 miles away. I can't fill any car with hydrogen on my drive and neither can anyone else, nor am I aware of any hydrogen filling stations anywhere nearby. BEVs are here now, hydrogen is decades away, assuming that anyone can make affordable green hydrogen in the quantities necessary anyway.
@@hishamg And hydrogen is far far less efficient overall. It adds complexity too, which is just stupid for cars, but may be a good thing for mass energy storage.
Also Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery, is not the same as the M3P battery. Nio is using a semi solid state battery with higher energy density and poor cycles, but cycles is not a problem if you swap the batteries
Time will tell?
The actual numbers vary by business school, but there are some general historical statistics on market share and the number of big global players in mature markets of many different types. There is usually room for about eight players. The leaderâs market share % goes down the line in reducing percentages as does the net profit margins, until the margin is insufficient for long term survival. The market leader tends to set the prices and their market share often settles very roughly around the 30% mark.
The EV market is still immature so the degree of market dominance might be expected to reduce in time. This is to be anticipated, and in the Tesla case should not be touted as a negative.
Teslaâs and BYDâs agility is a strategic competitive edge that the legacy auto makers will need to learn from in order to survive.
EV consumers who intend to buy and use their vehicle over a long period, need to think very carefully about purchasing from a likely long term survivor, who can service their vehicle, say 10 years out.
And its not salt or iron its lithium. Make no mistake lithium purity makes a long range battery. its like using high octane fuel over and over. Suppliers of high quality lithium that has zero impurities will still make a very good price per ton and the more pressure that gets loaded on a downside price the more likely the price will skyrocket next year. It has happened before once already. Lithium comes in hundreds of grades pick a miner that supplies high quality and you will not lose.
Great update, and was great seeing you at Fully Charged Sydney! :)
Hi Sam, I hope your day is going well with your wife is doing better. Say I just thought I would mention the fact that Monroe and Corey of Monroe and associates have pointed out that they believe that Tesla is actually making over 20% profit right now on their cars even with a price reduction.đŽđ
Tour video please, Sam.
I love this new battery tech from Tesla so thanks for the video Sam and yes a Iâd love a tour of your digs and surrounding area in Thailand.
Viking: I can assure you that prices are not being lowered on ICE vehicles in the USA. Quite the opposite. In fact, dealers are tacking on 10-20k onto mundane vehicles like jeeps and For 150s. Used car dealers are complaining the lack of supply. Donât buy any car now. And donât buy a Tesla unless you can pay for a substantial portion of it upfront. The economy is quite likely to take a hit of huge proportions. Keep your debt low and your liquidity high.
I would enjoy seeing a short tour of your current area. I spent a year in SE Asia in 68 and 69 and Iâm sure itâs changed dramatically for the better over the years. Thanks, hope your family is doing well and always look forward to your informative videos.
The price of lithium dropping 50% is a bit of a red herring, since the price is still up over 700% since 2011. Still very expensive due to overall demand, but the recent run up and crash in value had more to do with panic buying, and then a following market adjustment.
New processing capacity will have much more effect on prices if it can come online faster than demands.
So what. What was the price of the battery in 2011?
@@aprapet7218
Exactly, thatâs why itâs a red herring. Still expensive, but not impossibly so as manufacturing methods and economies of scale have lowered costs. The cost will continue to drop, including when the price of lithium goes down.
Part of the price increase is adjusting to market disruption. This paradigm shift spurs investments in facilities, equipment, and new talents. It is better to find ways for lithium to perform better at the same quantity and fetch a higher price or demand consistency.
New lithium mining methods (like seawater extraction et al.) will be needed to get China out of the dominant position. Also, China will likely make a move on Taiwan while they still can, which will lead to problems obtaining lithium when the inevitable retaliatory sanctions kick in. Let's hope they're not that dumb.
@@CharveL88
China doesnât mine much lithium, they just process the majority of it. The US has far more lithium than China.
The race towards increased battery volumetric and gravimetric density and increased lifespan with decreased costs and charging times will have the first place position changing all the time for years. One company reveals their latest greatest battery that will dominate the industry and two months later another company reveals one even better and on and on. Once the specs are 1000km/charge (620mi) for a car or van, maybe a bit higher for pickup trucks, 80% charge in 20min, and 1 million mile lifespan on an entry level vehicle with a reasonable weight, the race will essentially be over. I'd be willing to bet this will be acheived before the end of this decade. Any incremental improvement beyond that won't be a significant deciding factor for buyers, unless they somehow got charging speed to 100% in 5 min or something crazy (however I don't see that being feasible).
Energy efficiency is king, and the electric motor already outcompetes the ICE by a large factor on this. The remaining question is energy density and energy content by weight: In this area fossils fuels have about 12 kWh per kilogram. The CATL M3P battery has an alleged energy density of approx. 240 kWh/kg. That is twenty times as much as fossil fuel! In Germany, one kWh of electric energy costs approx. 0,48 âŹ. One kWh of fossil fuel energy costs between 1,15 to 1,28 âŹ. That is more than double as much! So, electric cars have better efficiency, better energy density AND lower energy cost. I cannot see how the ICE can possibly compete when the costs for electric cars come down, and that seems to be the case.
Where did you get that 12kWh per kg number from? No Li-ion battery has an energy density of 240kWh/kg. You are probably of by a factor 1000 in your calculation. 240Wh/kg or 0.240kWh/kg is probably closer to the mark.
This will be amazing for both the cybertruck and semi.
Not just amazing but necessary â¤
And to start to overcome the weight problem with most EVs as far as handling and performance is concerned. I personally could easily live with a 2OO mile range car if it had the weight of a ICE sedan and the power of a Kronnegsig, and the cost of a Model 3.
Hey mate... please make a video comparing Indian EVs against the rest! What could the competition bring about for consumers ? đ¤
I am not sold on Evs yet. They say if you fast charge too many times the battery depletes to 80%. That's like saying in my ICE vehicle with an 18 gal tank at 25MPG when I get to 75,000 miles I can only put in 14 gals and it reduces my driving range by 100 miles. No thank you.
You are very right. As I see it when the average range hits 500 miles it will be game over for ICE vehicles.
Now just in theory, if Tesla knew this was coming, their recent price reductions are even more brilliant
You can be 100% sure Tesla knew this was coming. Further price cuts on the way. Tesla will destroy legacy automakers way faster than anyone is predicting. Other than Sam of course!!
Word
Lets not forget what ultimately happened to the Death Star!
Thereâs no exhaust port on a Tesla!
@@richb326 đđ¤Łđ¤Ł
A tour of local electric car dealers there, + a few local sights, electric cars on the roads etc could be good.
But WHEN Viking? When????
Everyone has been talking about these batteries for almost a year now. You yourself said they were due before the end of last year, but here we are, months later, and nothing.
Also, they won't increase range by 30%. 10% maybe, but they won't want an M3P equipped car to have significantly different range from a non M3P battery equipped car. I'm thinking 5-8% improvement at most.
Is a structural battery really a good idea? Where would it go? What are the implications for damage during collisions? Would the cost of repair/replacement be an issue? Would be interested on your opinions on this.
I'll bite. Modern cars are made to absorb medium and large collisions with crumble zones. It's essential for Tesla's safety score (which is better than any other car). So at a medium collision that might injure or kill passengers the cars can't be repaired, but the risk is significantly reduced.
As for the structural pack, it's under the passengers and if damaged the crumble zones are already compressed ei the car is totalled. (as a non expert)
@@lystfiskerlars thanks for this. Guess I have a lot to learn. Sounds complex. Sounds like the design needs to consider crumple zones, and presumably accessibility otherwise faulty batteries can't be swapped out, plus where structural integrity can be enhanced by the batteries and so on. Will be cool to see the solutions they find.
@@johnagapito5326 from the teardown that sandy monroe did it is clear that the cells can not be swapped/replaced. The cells have to be very high quality- not even sure they can depower part of a pack so if a cell shorts it might be really bad for the pack. If it just goes to high resistance it might be alright. They do have a crazy amount of battery data though so they can make some good estimates. But yeah it will be interesting to see.
I have wondered about this as well, if something goes wrong with the battery or it dies, how easy is it to replace or upgrade? Obviously it doesnât need to be as easy as a Nio, but I thought it was replaceable? Iâm aware that a few old Leafs have had new batteries installed, which has extended the life of the car.
A recent online story I saw said any damage to the battery housing, because its structural, often causes the car to be written off by the insurance industry. Perhaps Sam could clarify?
Game over agreed
For the 4th or 5th time today? Lost count a bit....
The worldâs largest battery manufacturer CATL is to begin production of its M3P batteries, which are 15 per cent more energy dense than LFP (Lithium iron phosphate) batteries, and will perform better and cost less than nickel and cobalt-based batteries.
"CATL accounts for more than a third of total battery sales globally and currently supplies Volkswagen, BMW and Ford as well as its main customer Tesla with EV batteries."
Viking, this is amazing news. Firstly CATL build a $440 million US battery factory next to or within 3 kilometres of Tesla Shanghai then secondly introduce new MP3 battery chemistries then it truly is all over for Legacy OEMâs. The only option they have now is up the obfuscation and ramp up the politics to slow this process and seek Government funding to completely rebuild a new Legacy chapter. I am running out of reasons to delay my purchase of a Tesla. Cheers this is great news.
Sam,
I would love to see video from your current location.
Would love to see the area where you are staying.
Hope your wife is getting better.
Thinking of buying a model Y in UK. Should I wait for an m3p battery? Need to 250miles and be handy to do that in one chargeâŚ
10-30% range increase is stil WAY to little to get this things to actually be able to do work. we need 3 times the range to get a OK towing range. before that happens we cant go over to EV only sales.
Whatâs up Samđ¤peace and love to the family. Tesla is hitting the competition hard this year đŞđ˝đđđđ°
sam says, cancel your current tesla orders because a far superior one for the same price in coming out in 3 months.
I'd be careful about assuming range or cost advantages making it to the consumer rather than allow smaller batteries and lower cost to Tesla and more margin that hey can then potentially lean into by lowering prices, if needed.
Teslaâs efficiency in their cars is not âleadingâ. 13:18 I donât think they are even fourth. The leader is just under 8KwH per 100kms. âAverageâ for four door passenger cars is 10KwH per 100 kms per tonne. Model 3 SR is around 14 KWh per 100km depending on how enthusiastic and cold the driver is. The Leaf is one of the biggest dogs at 18. I own PEVs that routinely get 2KWh/100km but you can carry them up stairs. Fortunately the laws of physics donât car if we mock them about punting a tonne of steel around at highway speeds
Love the show, could point me to the paper on the battery improvement? I remember Toyota claiming solid state in their 2023 hybrid and spec still says li ion .
I saw your video re:E-fuels..After seeing this, you'd have to be a blithering idiot to get an ICE car that runs on these fuels, which will cost a fortune. Not only that, any range anxiety fears will be cured once and for all.
Wait for the Amprius 500Wh/kg Battery.
THAT will be a game changer. The M3p is about 230Wh/kg, less than half.
Check out Mullens battery... solid state, nexTech lithium suffer battery.
And actual battery, not a bunch of little batteries, run in series, and put in a box.
And wait, and wait....
@@vincentwhite7693 czcams.com/video/YtZkohZRE_s/video.html
@@crazwolf9825 czcams.com/video/YtZkohZRE_s/video.html
Yes, would love a short tour, or a long one! Best to you and your family.
Maybe what I heard was wrong, but M3P are only 15% (max) energy density better than their old LFP battery and are still below current turnery batteries