InsideEVs reports that Tesla can gain much larger market than previously thought and Jefferies analyst estimates it at 19 million electric cars just from Tesla alone. Nobody knows the future, but I like this trend - electric cars are close to the tipping point and front runners are already upping expectations. With Tesla Model 3 - electric car for the mass market, we will have the whole paradigm in the auto industry changed and even these expectation will be very conservative. Cheaper lithium batteries change everything.
InterSOLAR Video: Tesla CTO JB Straubel - Low Cost Lithium Batteries Change Everything.
Now we can watch the video presentation of JB Straubel in a context of dramatic exponential growth of Solar Energy in the U.S. Renewable energy is making all the difference. It is cheaper to drive electric cars powered by Solar!
Tesla CTO JB Straubel: Low Cost Lithium Batteries Change Everything.
Tesla CTO JB Straudel presents his case for the tectonic shift coming to the markets with the advance of lithium technology. Transportation and Energy industries will be disrupted very fast and Solar with Electric Cars will be spreading all over the world, providing cheeper and better options for the consumers. Now we can check again the headlines about Lithium supply …
Tesla Gigafactory: Lithium Supply Threatened by Scandal in Chile.
Finally the news about the geopolitics of lithium supply and SQM are getting out. The security of Lithium supply becomes crucial for the exponential growth of EVs and Solar Energy Storage. You can find more information on my blog about the shortages coming to the very tight lithium market even before Tesla's Gigafactory is coming on-line. Ganfeng Lithium finances the development of International Lithium J/V projects in Argentina and Ireland and holds the strategic stake in our company. Read more.
International Lithium and Ganfeng: China’s Lithium Battery Market to Quadruple to $8.7 Billion in 2025.
This is where we are going: International Lithium is building the supply chain for Ganfeng Lithium and is part of this vertically integrated lithium battery business in China. Ganfeng Lithium finances J/V projects with International Lithium in Ireland and Argentina and we have the very encouraging news coming out. Western Lithium has taken out Lithium Americas with Cauchari lithium brine project and as you can see on the map below we have just a very few Salars left without ownership by major lithium player. Read more.
InsideEVs:
In a recent note, Jefferies analysts Dan Dolev and Trevor Young presented findings from a Tesla
owners survey, but in those findings was a total market size prediction that’s gone largely unnoticed by the media.
owners survey, but in those findings was a total market size prediction that’s gone largely unnoticed by the media.
Dolev and Young conclude:
“Our detailed analysis of actual US/North America sales and pricing by make and model across 200+ different models implies an aggregate global total available market of ~19m vehicles for Models S, X and III combined, or roughly 75% above our initial estimate.”
This conclusion comes via these survey findings:
“On average, owners assign a ~60% premium to Tesla, which could widen its global total available market by ~75%. On average, owners were willing to pay ~60% more for a Tesla, so that introducing Model III by 2017 (expected ASP of +/-$50K) should help Tesla tap into the $35K+ price point.”
The suggestion here is that even at $50,000, the Model 3 would appeal to the car buyer looking to spend only $35,000. That’s because there’s a 60% premium assigned to the Tesla name, at least according to a small group of current Tesla owners.
If true, then Tesla potentially has access to a market of 19 million buyers. Does this mean that we’ll see 19 million Teslas on the road soon? Well, no, but it does imply that there’s a much larger potential market for Tesla than most of us previously thought."
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