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   Technology StocksTesla EVs - TSLA

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From: Eric6/17/2019 9:01:37 AM
1 Recommendation   of 15633
Tesla Discontinues Long Range Rear-Wheel Drive Model 3

Jun 17, 2019 at 8:35am

By: Mark Kane, European Editor

In the latest edition, the Model 3 LR RWD was rated at 325 miles (523 km) of range. Now, customers need to choose between shorter range or all-wheel drive versions.

One of the latest change in the constantly changing Tesla offer is reportedly the discontinuation of the Long Range Rear-Wheel Drive version of the Model 3.

The Long-Range RWD was the first version of the Model 3, introduced in mid-2017. In recent months, Tesla removed the LR RWD and Standard Range RWD from the online design studio, offering the two only through direct call or a visit in the store.

Now, it seems that LR RWD Model 3 will not be available anymore - at least temporarily - probably to simplify the production process.

The news comes from customers, via Jeremy Judkins' video, who received info about the halt of LR RWD production at the Tesla plant.
"The BEST Tesla Model 3 was discontinued. You can't even order it off menu any more. I'm so glad I picked mine up before this happened!"
Tesla Model 3

Bob Lutz Says Tesla Model 3 Has Excellent Fit And Finish

Tesla Now Sells Used Model 3 In U.S.

The Tesla Model 3 Long Range Rear-Wheel Drive was one of the best value propositions on the market because it offered 325 miles (523 km) of EPA range, while the 0-60 mph acceleration of 4.9 seconds was not far from the AWD version (4.4 seconds).

It's a shame for price-sensitive Tesla customers who wanted long range, but not necessarily the top performance.

On the other hand, Tesla probably didn't produce a lot of those and the AWD version will be sold at a higher margin we guess. The streamlining of production at a busy Tesla Factory is also a likely reason.

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From: MorganBucks6/17/2019 10:37:25 AM
2 Recommendations   of 15633
“Demand support could ironically come from legacy car makers (mainly the Germans but including Jaguar Land Rover) increased electric vehicle marketing activities, as consumers ultimately discover Tesla’s more competitive offering, on both technology and price,” Berenberg Bank analyst Alexander Haissl said.

“Consumers will ultimately discover Tesla’s technological and price – better value for money – leadership, as the advantage of Tesla over competitors is too significant to be ignored and dismissed. It will also become apparent that EV launches from traditional (manufacturers) also come with problems and delays. Quality issues can occur in early stages. Good examples of these are the recent recalls from Audi (E-tron) and the Jaguar I-Pace in the U.S.,” Haissl said.

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To: MorganBucks who wrote (10157)6/17/2019 11:22:25 AM
From: Eric
   of 15633
Spot on!

Unfortunately a number of folks don't have a clue..

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From: Eric6/17/2019 11:25:49 AM
1 Recommendation   of 15633
2019 Tesla Model S EPA Ratings Compared: SR, LR & Performance

Jun 17, 2019 at 9:40am 3

By: Mark Kane, European Editor

The Tesla Model S Long Range turns out to be more efficient than Standard Range

The EPA recently released the range and efficiency numbers for the latest versions of the Tesla Model S - the Long Range (˜100 kWh) and Standard Range (˜75 kWh) models, including Performance derivative in two wheel options (19- and 21-inch).

As you can see below in the full data set, the Long Range version offers the highest range 370 miles (595 km) as well as best efficiency of 304 Wh/mi (189 Wh/km) - 10% better compared to the previous 100D.

Surprisingly, the Standard Range, which we assume is equipped with a much lighter 75 kWh battery, is less efficient: 309 Wh/mi (192 Wh/km). The range is 285 miles (459 km), 23% lower than in the case of Long Range.

Of course, the Performance version is the least efficient with 345 miles (555 km) (6.8% below Long Range) of range and energy consumption of 324 Wh/mi (201 Wh/km) and it deepens if one opts for a 21-inch wheel version: 325 miles (523 km) and 347 Wh/mi (216 Wh/km). As you can see the range is 5.8% lower just because of the bigger wheels.

See also

370-Mile Tesla Model S Long Range EPA Energy Consumption Rating

Tesla Model 3 EPA Energy Consumption: Standard & Standard Plus

2019 Model S EPA range and energy consumption (including charging losses)

  • Standard Range - range of 285 miles (459 km)
      • combined: 109 MPGe - 309 Wh/mi (192 Wh/km)
      • city: 113 MPGe - 298 Wh/mi (185 Wh/km)
      • highway: 105 MPGe - 321 Wh/mi (200 Wh/km)
  • Long Range - range of 370 miles (595 km)
      • combined: 111 MPGe - 304 Wh/mi (189 Wh/km)
      • city: 115 MPGe - 293 Wh/mi (182 Wh/km)
      • highway: 107 MPGe - 315 Wh/mi (196 Wh/km)
  • Performance (19-in wheels) - range of 345 miles (555 km)
      • combined: 104 MPGe - 324 Wh/mi (201 Wh/km)
      • city: 104 MPGe - 324 Wh/mi (201 Wh/km)
      • highway: 104 MPGe - 324 Wh/mi (201 Wh/km)
  • Performance (21-in wheels) - range of 325 miles (523 km)
      • combined: 97 MPGe - 347 Wh/mi (216 Wh/km)
      • city: 98 MPGe - 344 Wh/mi (214 Wh/km)
      • highway: 96 MPGe - 351 Wh/mi (218 Wh/km)

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    To: Eric who wrote (10127)6/17/2019 12:05:51 PM
    From: Dan R
       of 15633
    Couple questions on their data-

    Where are they getting $3K + for honda maintenance over 75K miles? I'd bet it's less than $1K. Maybe 1 set of tires, 8 oil changes (they are recommending 10K now), one set of pads (at most). Seems a little high on the estimate for anyone who has ever owned a Honda and I've never owned a new one (or new car for that matter)

    Tax rebate is going away, so they need to stop putting that in there in their calculations.

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    To: MorganBucks who wrote (10157)6/17/2019 12:10:50 PM
    From: kidl
       of 15633
    October 4, 2018 Analyst News, Consumer Goods, Top News 0 Comments

    Berenberg Bank Keeps Their Buy Rating on Tesla (TSLA)

    By Austin Angelo

    Berenberg Bank analyst Alexander Haissl maintained a Buy rating on Tesla (NASDAQ: TSLA) on October 3 and set a price target of $500. The company’s shares closed yesterday at $281.83.

    According to, Haissl is ranked #4543 out of 4884 analysts.

    Tesla has an analyst consensus of Hold, with a price target consensus of $315.48, representing an 11.9% upside. In a report issued on September 18, Oppenheimer also assigned a Buy rating to the stock with a $385 price target.

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    To: A.J. Mullen who wrote (10153)6/17/2019 12:21:09 PM
    From: semi_infinite
       of 15633
    IMO it was naive of Musk to believe Saudi wealth fund was working with him instead of trying to bury Tesla. It will be in the best interest of SA (via Aramco) to optimize the value of their oil reserves for at least the next 2-3 decades and they would like to stretch that to 5+decades. "Helping" Musk is not in their best interest. Glad Musk didn't go there.

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    To: Dan R who wrote (10160)6/17/2019 12:54:05 PM
    From: Eric
       of 15633
    The biggy I can think of off the top of my hat is most Honda's have interference engines, that darn timing belt.

    There are a couple other things too.

    Of course if you are a good backyard mechanic you could do most of this stuff yourself.

    Just parts.

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    From: Eric6/17/2019 1:04:17 PM
    1 Recommendation   of 15633
    Tesla / Maxwell: It Seems Mainstream News Coverage Has Missed The Mark

    Jun 17, 2019 at 9:34am

    By: George Bower

    It may not be about battery tech, but instead, an increased rate of production and capital savings.

    Tesla — and essentially all other automakers — are dealing with battery cell constraints. While most mainstream articles point to the Tesla / Maxwell acquisition's worth when it comes to battery tech and energy density, Maxwell's solvent-free electrode coating technology should work to drive down battery cell costs and allow for higher battery production rates and decreased equipment costs.

    More Tesla / Maxwell Content:

    Tesla's Maxwell Acquisition May Mean Improved Batteries That Cost Less

    5 Reasons Why Tesla Acquired Maxwell Technologies: Video

    There’s been lots of press lately about Panasonic investing or not investing in additional production capacity at Tesla Gigafactory 1 in Nevada. First, Nikkei Asia reported that Panasonic was freezing any further investment in Gigafactory 1. Then, Tesla combatted that, stating it would keep investing but steer focus on production rate.

    The quickest, easiest and most cost-effective way to increase production rate is to run the lines faster. But, not all battery-manufacturing equipment allows this luxury. Sometimes, you need to get multiples of the same equipment versus just cranking up the speed. It’s analogous to a toaster. You can’t just crank up the heat if you want more pieces of toast per hour. You need to buy more toasters.

    In our estimation, based on studying the solvent-drying process and an Argonne paper referenced later, the traditional solvent-drying process is like the toaster analogy. If you want to increase thruput, you need to buy more solvent-evaporating ovens. More solvent-evaporating ovens cost money and occupy large areas of the production floor.

    Tesla’s cells are high energy density. This implies a thicker electrode coating. The thicker the coating, the more time it takes to drive off the solvent. Thick electrode coatings compound the drying problem.

    “Maxwell’s dry battery electrode offers significantly higher loading and produces a thick electrode that allows high energy density.” -Maxwell

    “16X Production Capacity Increase.” -Maxwell

    Also, in our estimation, the production capacity potential of Maxwell’s process is at least as important or possibly MORE important than the potential energy density increase.

    Let’s look at the traditional solvent-based electrode coating method in order to understand how we came to our conclusions.

    Traditional solvent-based electrode coating methods consume a large part of the production process. In the following figure, each processing step’s size on the page is approximately proportional to the plant area. The area just for the electrode preparation, coating, evaporation and evaporant recovery is almost 1/3 of the total plant area.

    Special machines lay a thin layer of slurry onto copper or aluminum sheets to make the electrodes. Then, in a continuous manner, the coated electrode sheets go through a large, long oven used to evaporate the solvent. The solvent must also be recovered and reused.

    All this solvent-based slurry manufacturing equipment is expensive and consumes 15% of the total capital equipment costs.

    Also see: “Modeling the Cost of Lithium Ion batteries for Electric Drive Vehicles” Argonne, ANL 11/32, section 5.4 Adjustment of Costs for Varying Production Volumes and section, table 5.4, and section 5.3.3, Electrode Coating on Current-Collector Foil.

    In summary:

    Have we solved the puzzle? We think its likely that Tesla likes this process because it allows them to squeeze more production out of an existing line and the new method of coating the electrode seems to be the key. However, there’s a fly in the ointment.

    We said that the traditional solvent-based electrode coating technique was not amenable to just cranking up processing speed. If you wanted to crank out more cells per hour, you have to buy multiples of that equipment. That appears to be true based on the Argonne study. However, the fly in the ointment is that it looks like most of the equipment on the line also has that problem (table 5.4 in the Argonne report).

    So, we are still missing a piece of the puzzle. We still don’t know enough about Maxwell’s new process to completely understand. Perhaps the traditional solvent-based coating technique has a limit to how thick the coating can be? Perhaps, with Maxwell’s new process, Tesla can increase the coating thickness a bit more and that’s how it'll increase energy density?

    At any rate, it's good food for thought. Let us know what you think in the comment section.

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    From: Jamie1536/17/2019 1:26:40 PM
       of 15633
    They say Musk deleted Twitter. I wonder how long that will last. The latest dustup came after he posted a pic and didn't cite the artist. The artist was giddy but wanted to know why he didn't use her name. He deleted all his messages about the image, the image and then deleted Twitter.

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