Tesla Semi Announcement Shows Tesla Is No-Longer Battery Constrained

Which is bigger news, Tesla Semi production announcement or the new battery for Tesla? The announcement by Elon Musk about speeding up the mass production of Tesla Semi clearly shows that Tesla is no-longer battery constrained.

Joey Klender writes in Teslarati.

Tesla’s Semi is coming, and it will be here sooner than expected. But the production of the vehicle could be pointing to one thing: Tesla is no longer battery constrained.

But something much bigger is happening than just the coming of the Semi electric truck announcement. While the Semi entering a “volume production” phase is big news, the development of the commercial vehicle comes at a time where battery production for Tesla seems to be the main focus of the electric automaker.

Building the Semi before a sufficient battery production and supply chain was established would have been detrimental to the company’s long-term plans. Of course, the Model 3 has been Tesla’s most popular vehicle since it started deliveries in 2017. Its affordability has helped Tesla reach a new market, which was all apart of Elon’s original Master Plan.

Also, consider the new Tesla batteries by CATL and their price parity with gas cars.

For a long time, analysts have pinpointed the electric vehicle movement’s price parity at $100/kWh for battery cell production. This means that when cells are produced at a high enough rate, batteries will be lower in cost. Then, electric cars will be the same price as gas-powered machines, making the argument of “EVs are too expensive” obsolete.

If Tesla could produce batteries at a high enough rate where the cost per kWh could come down to $100, the battery pack would only cost $7,500 to build, meaning an additional $1,500 comes off the price of the vehicle altogether. Tesla’s goal is to produce enough battery cells to justify this pricing point for its cars. Also, $100/kWh is just the price parity point, and not where the cost will ultimately end up. If demand continues to increase and battery cell production keeps growing, the cost could get even lower.

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This is Armen Hareyan from Torque News. Please, visit us at https://www.TorqueNews.com for daily car sector news and follow us on Twitter at https://twitter.com/torquenewsauto for daily automotive sector tweets.

Reference
Teslarati https://www.teslarati.com/tesla-battery-supply-constraint-ending-ice-price-parity-at-hand/

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