Are Global Lithium Supply Forecasts Accurate? // Part 2 The Limiting Factor 2023-07-18 | There appears to be plenty of lithium in the ground, yet supply forecasts say lithium will come up short. So, are global lithium supply forecasts accurate or is it a case of understanding the assumptions so we can form our own conclusions?Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:31 Thanks, Credits, and Sources05:03 Is there Enough Lithium in the Ground?07:56 Let’s Evaluate Three Lithium Forecasts…15:07 Benchmark’s Forecast // Revisions Explained17:34 Lithium Supply in 2030 // Bull and Bear CasesIntro Music by Dyalla: Homer Said
Teslas Unboxed Process // A Closer Look The Limiting Factor 2024-10-08 | Tesla devoted about 4 minutes to the unboxed process at Investor Day, so today I'm going to walk you through a closer look to show how grossly inefficient and awkward the traditional vehicle manufacturing process is, why the unboxed process is such an improvement, and provide more context on some of Tesla’s key points on the unboxed process. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:19 Current Manufacturing Flow Chart01:57 Tesla’s Animation for Traditional Vehicle Manufacturing03:19 Traditional Vehicle Manufacturing // Video Walkthrough of Pain Points05:25 The Model Y // A Testbed for Unboxed06:38 Unboxed // Creating More Actionable Surface Area08:47 The Parallel Manufacturing (Unboxed) Flow Chart12:03 Tesla’s Animation for the Unboxed Process13:05 The Unboxed Process // Pain Points Solved15:02 The End Result15:33 SummaryIntro Music by Dyalla: Homer Said
Tony Seba’s Vision of “Super Power” // Analysis The Limiting Factor 2024-09-25 | Tony Seba of RethinkX has projected that by 2030, it’ll be possible to move the existing grid to 100% solar, wind, and batteries. And, as a side benefit, that system would produce hundreds of Terawatt hours of low cost surplus power, or Super Power. In this video, I'll do some analysis to see how realistic Tony's vision of super power is. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:37 What is Super Power?05:18 The Devil is in the Details05:59 The Grid Storage Market07:51 Ramping Production of Solar, Wind, and Batteries09:08 Scope14:06 SummaryIntro Music by Dyalla: Homer Said
Generation 2 4680 Tested // Results & Analysis The Limiting Factor 2024-09-11 | I've now received the test results back from the UC San Diego teardown of the Generation 2 4680 cell. Today we'll look at the results and do some analysis.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:54 Cell Can Thickness04:00 Cathode Composition07:02 Anode Composition08:08 Cathode Energy Density Estimate11:40 Dry Electrode // Anode Only12:25 Resistance14:10 Charging Speed15:28 Future Improvements18:34 SummaryIntro Music by Dyalla: Homer Said
The 4680 Hits a New Energy Density High // But how does it stack up? 🤠 The Limiting Factor 2024-08-28 | The 4680 now appears to be on par with the Panasonic 2170! That's because the Gen 2 4680 or Cybercell has higher energy density than expected and because after some analysis of the EPA data, the 2170 make have lower energy density than was expected. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction02:33 Energy Density Benchmarks // Question Everything03:09 Sourcing the EPA Data04:28 How Accurate is the EPA Data?07:47 My Energy Density Table10:40 The 4680 Is Now One of the Highest Energy Density EV Battery Cells11:21 What about Pack Level Energy Density?15:59 Why do the EPA Documents Overestimate Energy Density?16:33 SummaryIntro Music by Dyalla: Homer Said
Cybercell Teardown // The Generation 2 4680 *Bonus Content* The Limiting Factor 2024-08-14 | Raw video from the teardown of Tesla's Generation 2 4680, aka the 'Cybercell' with myself and Weikang Li and Weiliang Yao of UC San Diego. The specs and full results will come in a few weeks. Thanks to Shirley Meng for organizing the funding!Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction02:19 Pre-Teardown Chitchat03:14 Pipe Cutter to Open the Cell03:51 Copper Foil of the Anode // No Current Collector05:21 Peeling the Can // It’s Thinner05:51 Welded // No Gasket06:16 Aluminum Foil of the Cathode // New Current Collector08:15 Brainstorming on Current Collectors and Resistance08:54 I Request Jelly-Roll vs Cell Can Weight09:53 Nothing Surprising with the Jelly-Roll10:39 Gen 1 vs Gen 2 Jelly-Roll Comparison12:13 Cathode Jelly-Roll Measurements // Similar12:59 Anode Jelly-Roll Measurements // Similar13:34 Weight the Parts // Cell Can is ~20g Lighter!14:39 Cell Can Measures ~10% Thinner (actually 33% as per the intro!)16:59 Discussion About What’s Next for TestingIntro Music by Dyalla: Homer Said
Dry Cathode Finally Solved! What was the delay? // Tesla Q2 Battery Report The Limiting Factor 2024-08-07 | It looks like Tesla has finally solved the dry cathode coating process! So what happened over the past 4 years to delay it? I'll cover that and more in my Tesla Q2 Battery report.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:10 Comment 1 // The 4680 is Now at a 9 GWh Run Rate02:52 Comment 2 // The Validation Cybertruck and Cost04:15 Mass Production Equipment and Validation05:18 Will the Dry Cathode Cells Have Greater Energy Capacity? 07:35 Equipment Suppliers09:33 The History of the Cathode Issues12:22 The Damaged Cathode Roller Image16:44 SummaryIntro Music by Dyalla: Homer Said
Making Teslas Unboxed Process Work // Seven Key Technologies The Limiting Factor 2024-07-26 | Tesla's been setting the stage for the unboxed process for over a decade. In this video I'll walk you through seven technologies that, in my view, will make the unboxed process work.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:36 Gigacastings02:54 Structural Battery Pack04:16 Steer by Wire05:59 48 Volts06:52 Electric Brakes08:34 EtherLoop and Generalized Controllers09:59 Ribbon Wiring10:53 SummaryIntro Music by Dyalla: Homer Said
Grid Series Video #2 // How Many Megapack Factories Will Tesla Build? The Limiting Factor 2024-07-10 | In this video I'll walk you through my estimate for how many megapack factories Tesla will need to build. In short, about 6 to 13 in the next 10 years, which may eventually double or triple Tesla's market cap. This is Video #2 of the Grid Storage Series.Monetizing Energy Storage Book:global.oup.com/academic/product/monetizing-energy-storage-9780192888174?cc=us&lang=en&Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:06 Master Plan Part 3 // U.S. Terawatt hour Estimate02:50 NREL // The Four Phases of Storage Deployment05:07 NREL // Trimming the Four Phases Model06:22 The Four Phases // My Edits07:59 The Four Phases // Deployment Years10:45 The Four Phases // Power and Energy Deployment14:46 The Four Phases // Factoring in Battery Life18:02 How Many Megapack Factories Does Tesla Need?22:34 The Risks23:48 Summary24:52 Bonus // Megapack Factories to be Built by Country and YearIntro Music by Dyalla: Homer Said
Digging Deeper on Teslas Etherloop Wiring System The Limiting Factor 2024-06-26 | Time for a deep dive on Tesla's EtherLoop, which is the final critical innovation needed for the unboxed manufacturing process. Tesla is moving from specialized hardware controllers to generalized and software defined controllers and linking them with Ethernet - and it's over 10 years in the making.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:30 Automotive Electrical Systems 10103:34 The Evolution of Tesla’s Automotive Electrical Systems08:02 The Importance of Insourcing Electronics Design09:23 EtherLoop // What is it?14:45 EtherLoop is HARD16:46 The Cybertruck is a Mongrel18:19 EtherLoop // Other Benefits19:43 SummaryIntro Music by Dyalla: Homer Said
All Our Patent are Belong to You // Tesla Patents 101 The Limiting Factor 2024-06-12 | Elon has said patents are for the weak and that Tesla's patents are open source, so why does Tesla still patent inventions and why does Tesla still sue companies over patent infringement. To explain this, I'll walk you through patents 101 with a focus on Tesla, including Elon's comments about patents and Tesla's 2014 blog post 'All our Patent are Belong to You.'Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:03 What is a patent?01:33 Patent Requirements02:31 The Social Contract of Patents03:08 The Limits of Patents07:02 All Our Patents are Belong to You12:21 Patents are for the Weak15:09 SummaryIntro Music by Dyalla: Homer Said
Chinese Automakers are Going Global // How will Tesla Compete? The Limiting Factor 2024-05-29 | Chinese automakers are gearing up to go global and inundate western markets with low cost EVs. Will they do the same in the U.S.? If so, how will Tesla and other U.S. automakers compete? And, flipping the question on its head, should companies like BYD be concerned about Tesla?Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:41 100% U.S. Tariff03:50 What if BYD Built a Factory In Mexico?07:55 Tesla vs BYD in China11:22 BYD and Tesla to Enter Each Other’s Markets15:20 Some Notes on Europe15:55 Will Other U.S. Automakers Find Their Feet?17:28 SummaryIntro Music by Dyalla: Homer Said
Prof. David Howey: The Charging Curve // + Does LFP Like to be Charged to 100%? The Limiting Factor 2024-05-15 | David Howey runs the Battery Intelligence Lab at the University of Oxford. In this interview we do a deep dive into battery charging curves, from determining the state of charge, to what the core problem is with charging, to trade-off decisions, and does lfp really like to be charged to 100%?Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:09 How is Charge State Determined?08:35 Challenges with Iron vs Nickel Batteries14:29 Sodium Ion Batteries17:24 The Charging Curve // The Key Variables26:56 The Charging Curve // Building the Model30:26 Is there a Discharge Curve?31:34 The Charging Curve // Trade-Off Decisions37:48 Does LFP ‘Like’ to be Charged to 100%?47:01 What Causes Rapid Changes in Charge State?49:01 Any Improvements Coming in Charging Software?52:19 What David is Doing and How to Follow HimIntro Music by Dyalla: Homer Said
Tesla Q1 Battery Report // The Death of the 4680 Has Been Greatly Exaggerated The Limiting Factor 2024-05-01 | My quarterly report on the Q1 earnings call from a battery perspective. This quarter there were again false reports on the 4680 ramp, so I'll also cover why the death of the 4680 has been greatly exaggerated. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:04 The Rumor Mill02:31 The 4680 Ramp is Progressing Slowly06:25 Cell Prices Are Cratering09:50 Elon Provides Context on the 4680 Project12:10 A Note on Lithium Supply13:00 4680 // Unexpected Benefits for Third Party Supply13:53 Inflation Reduction Act Incentives // A Market Distortion16:33 Summary18:00 A Note on the Megapack RampIntro Music by Dyalla: Homer Said
Teslas Next Gen Compact Vehicle // Stainless Steel vs Paint The Limiting Factor 2024-04-16 | Will Tesla's Next Gen Compact Vehicle use stainless steel or paint? Or will it use plastic or a new coating technique? Today I'll walk you through the options. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction02:05 Cost to Paint the Vehicle05:33 Material Cost for Stainless Steel09:25 Manufacturing Costs for Stainless Steel12:40 A Split Verdict14:33 But What About Plastic?16:49 Tom Zhou’s Comment18:54 SummaryIntro Music by Dyalla: Homer Said
CATL M3P Deep Dive // The Manganese Demons The Limiting Factor 2024-04-03 | In this video I'll do a deep dive in CATL's M3P chemistry, which is an LMFP chemistry with some additional dopants. LMFP increases the energy density of LFP by 15-20% by adding some additional manganese. The question is, if that's how simple it is, why didn't this happen before? In short, it's manganese demons like Jahn-Teller effects and dissolution issues.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:25 LMFP is LFP Doped with Manganese02:14 Challenge #1 // Electronic Conductivity03:17 Challenge #2 // Jahn-Teller Effects04:47 Challenge #3 // Dissolution05:26 How M3P Solves the Jahn-Teller Effects07:00 Challenge #4 // Ionic Conductivity09:01 How Particle Design Solves the Dissolution Issues12:24 SummaryIntro Music by Dyalla: Homer Said
Professor Shirley Meng: Sodium Ion Batteries // Deep Dive The Limiting Factor 2024-03-26 | Professor Shirley Meng, Chief Scientist at Argonne National Laboratory, has been leading the charge on Sodium Ion Batteries. In this video we do a deep dive on several aspects of sodium ion batteries with a focus on the U.S., including the history, strengths and weaknesses, readiness level, supply chain, and the future of sodium ion batteries. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:08 Shirley’s Background with Sodium Ion04:19 History of Sodium Ion 06:07 Sodium Ion Strengths and Weaknesses10:51 Sodium Ion Tech Readiness Level13:55 Showstoppers15:33 The More Options the Better for the Energy Transition16:40 We Need to Look Inward and Focus on Execution20:52 Refining Sodium21:26 Manufacturing the Cathode and Other Materials23:34 Ultra-Fast Charge Out of the Box26:07 Hard Carbon Anode31:26 High Energy Density Sodium Ion Batteries38:28 ClosingIntro Music by Dyalla: Homer Said
4680 Synthetic Anode Confirmed // What are the implications? The Limiting Factor 2024-03-13 | As a result of testing by UC San Diego, I've confirmed the 4680 uses synthetic anode. The question is, what are the implications of that? To answer that question, today I’m going to walk you through the analysis done by UC San Diego, the differences between synthetic and natural graphite anodes, why Tesla may have chosen synthetic graphite, and what that choice could mean for Tesla’s supply chain. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:34 Clarifying Terminology02:31 Graphite Analysis by UC San Diego // Scanning Electron Microscope Inspection04:46 Graphite Analysis by UC San Diego // X-Ray Diffraction07:28 Natural vs Synthetic Anode // Production08:51 Natural vs Synthetic Anode // Performance and Cost10:17 Why did Tesla Choose Synthetic? // Some Perspective11:56 Why did Tesla Choose Synthetic? // Technical and Supply Chain Reasons19:52 Odds and Ends // Silicon, Talga, Novonix21:22 SummaryIntro Music by Dyalla: Homer Said
Magnesium from Seawater // Magrathea’s Mission to go Back to the Future The Limiting Factor 2024-02-27 | Advancements in Magnesium Alloys and Magnesium Thixomolding will lead to huge increases in Magnesium demand. How will we increase the magnesium supply to meet that demand? In my view, the best way is by extracting magnesium from seawater by going back the future to resurrect Dow and Norsk Hydro's processes - and Magrathea's doing exactly that.Video #1 on Entering the Magnesium Era - youtu.be/OIv_Rfl0L_AVideo #2 on What Thixomolded Magnesium Is - youtu.be/9QRJQW5GdGkVideo #3 on Why Thixomolding is Better than Al Gigacasting - Also, this is the old Dow footage which I thought was excellent:youtube.com/watch?v=hVwrI-Qfs1c&t=325sUse my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction02:59 A Brief History of Magnesium Production05:25 The Dow Process for Magnesium08:28 The Pidgeon Process for Magnesium Production10:41 Dow vs Pidgeon Process15:01 The Tide is About to Turn16:56 Magrathea’s Process for Extracting Magnesium from Seawater21:51 SummaryIntro Music by Dyalla: Homer Said
Tesla 4680 Asymmetric Lamination Rumors // Two Cells in One? The Limiting Factor 2024-02-14 | There are rumors from Giga Austin that Tesla is trialling the use of Asymmetric Electrode coatings, which in effect creates a high power cell and a high energy cell within the same 4680 battery cell. Today we're going to look at how that works, what it means, and whether it could actually work.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:32 The Rumor02:05 “More Jelly Roll”03:54 Asymmetric Lamination // More Energy, More Power06:52 “10-20% more Energy Density”09:01 What could go wrong? // Cycle Life11:46 What could go wrong? // Manufacturing13:30 Two Battery Cells for the Price of One17:33 SummaryIntro Music by Dyalla: Homer Said
Tesla Q4 Battery Updates // Production Dip and Rumors The Limiting Factor 2024-02-01 | In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive. I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China. 'Tesla Cybertruck deliveries hostage to battery production hell' twitter.com/LimitingThe/status/1737918494706954390Joe Tegtmeyer 4680 Updates: twitter.com/LimitingThe/status/1742726520303415632Weibo Rumor- Tesla Importing Cathode Rolls:twitter.com/LimitingThe/status/1748012290320794068Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction00:54 The Reuters Article03:05 Line 1 Swapped to the Generation 2 Cell05:08 Production vs Assembly08:33 Implications for the 4680 Ramp10:42 Elon Confirms Tesla’s Cell Suppliers12:38 Joe Tegtmeyer’s Rumor // Cell Improvements13:48 Weibo Rumor // Cathode Rolls from China15:16 SummaryIntro Music by Dyalla: Homer Said
Why Thixomolded Magnesium is better than Gigacast Aluminum The Limiting Factor 2024-01-17 | In this video I'll walk you through why Thixomolded Magnesium is better than Gigacast Aluminum. In short, it's lighter, creates fewer restrictions on casting designs, and it should become increasingly low cost as the decade progress. To round out the video, I'll also walk you though two use cases, underbody castings and wheels, and how much magnesium we can expect to be used in vehicles and when.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:09 Thixomolded Magnesium // Cost08:57 Thixomolded Magnesium // Design Benefits13:24 Thixomolded Magnesium // Underbody Castings17:39 Thixomolded Magnesium // Wheels22:27 Magnesium’s Push into Automotive23:21 Why are Analysts so Bullish on Magnesium? The Spider Chart28:05 SummaryIntro Music by Dyalla: Homer Said
Teslas PDO Patent // One-Upping the Million Mile Battery? The Limiting Factor 2024-01-03 | Today we'll be discussing Tesla's 'new' patent and patent application for an new electrolyte additive called PDO that extends the cycle life of lithium ion batteries, the research behind that patent, and how with the PDO additive Jeff Dahn's lab may be one-upping the 'Million Mile Battery' they documented four years ago.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:08 Tesla’s ‘PDO’ Patent04:47 PDO Research History07:41 PDO vs The ‘Million Mile Battery’11:09 Could PDO Perform Even Better?12:39 Summary // Where are the Improvements?Intro Music by Dyalla: Homer Said
Idra Enters the Thixomolded Magnesium Game // But What is It? The Limiting Factor 2023-12-20 | Idra Group, which pioneered the Gigacasting machines that Tesla uses for their massive underbody castings, is now working on giga scale machines for chip cast magnesium, which is also known as Thixomolded magnesium. The question is, what is that? Today I'll walk you through exactly what it is and how it compares to other casting technologies.Video #1: youtu.be/OIv_Rfl0L_AUse my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:04 Video Context01:47 Aluminum Gigacasting vs Magnesium Thixomolding // What’s the Difference?05:18 Rheocasting vs Thixomolding08:21 Why did Idra Pursue Thixomolding instead of Rheocasting?09:36 Thixomolded Magnesium vs Gigacast Magnesium11:22 Thixomolding // Quality12:51 Thixomolding // Speed13:31 Thixomolding // Size15:12 The Limiting Factor for Thixomolded Part Size16:51 Why Not Thixomolded Aluminum?19:17 SummaryIntro Music by Dyalla: Homer Said
Part 1 I How Grid Storage Duration is Assessed and Why it Matters The Limiting Factor 2023-12-06 | Grid storage manufacturers often list a duration on their technology that can be anywhere from seconds to hours to seasons. What exactly does that mean? Today I'll walk you through how grid storage is assessed and why it matters."Monetizing Energy Storage" book by Oliver Schmidt and Iain Staffell: http://fdslive.oup.com/www.oup.com/academic/pdf/openaccess/9780192888174.pdfUse my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:45 Why Can’t 1-hour Storage Just be Stacked?02:49 How Duration is Defined Technically04:52 Why Does Duration Matter?08:28 Specific Power and Energy Cost09:48 Total Cost Investment Cost Calculation10:28 Average Power and Energy Cost11:50 Power and Energy Cost Graphed13:58 Summary15:42 Duration in Marketing // Two ExamplesIntro Music by Dyalla: Homer Said
Unlocking Magnesium for Lightweight Vehicle Castings The Limiting Factor 2023-11-21 | In this video I'll walk you through how engineers are unlocking magnesium for lightweight vehicle castings. I'll walk you through 5 challenges and how they have been and are bering solved: Flammability, Corrosion, Size Limits, Availability & Cost, and GHG Emissions.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Gigacasting Alloy Video: youtu.be/xtBIb0UyikQ?si=zLEwuu1VVLp-oRvSPatreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:23 Challenge #1 // Flammability07:34 Challenge #2 // Corrosion10:51 Challenge #3 // Size Limits14:12 Challenge #4 // Availability & Cost18:30 Challenge #5 // GHG Emissions20:01 SummaryIntro Music by Dyalla: Homer Said
Tesla Q3 Earnings // Battery Updates // Full Breakdown and Implications The Limiting Factor 2023-11-08 | In the Tesla Q3 2023 earnings call, Drew Baglino made a statement about the 4680 production ramp that contained a lot of new information. Today I’m going to break down what he said line-by-line, what the implications are for the 4680 ramp, and what the impact could be on Tesla’s Cost of Goods sold.In short, after 3 years of waiting, it appears 4680 cell production is finally poised to deliver on the exponential growth and cell cost reductions that were teased at Battery Day. Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timestamps*00:00 Introduction01:00 4680 Production Growth Rate02:05 Texas is now the Home of the 468002:41 4680 Quality Control and Cost04:41 4680 Production Starts on Line 2 in Texas05:48 Converting to 100% Cybertruck Cells10:53 Phase 2 Expansion Plans11:48 4680 Capacity Plans for all Locations13:32 Kato Road Skunkworks16:32 4680 Ramp // Plans vs Reality18:23 Projecting the 4680 Production Ramp18:59 Will the 21% Month over Month Improvement Rate Continue?21:03 Phase 2 Aligns with my Projections22:42 Where will the Cells be Used?25:19 How Much will the 4680 Reduce Vehicle Cost of Goods Sold?28:29 Closing ThoughtsIntro Music by Dyalla: Homer Said
The Global Lithium Supply Chain and Tesla’s 50% Growth Rate I ~3 Month Project The Limiting Factor 2023-10-25 | How will the Global Lithium Supply Chain evolve this decade and how will that affect Tesla’s 50% Growth Rate target? I've spent the last 3 months investigating the topic and assembling this video to give you a comprehensive view.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction02:11 Too Long; Didn’t Watch05:53 Thanks, Credits, and Sources09:15 Why is Lithium the Bottleneck?10:48 Mining is Easy, Refining is Hard? A Red Herring11:52 Lithium Refining // Margins20:17 Fixed Price Contracts are being Phased Out22:28 Lithium Refining // Forecast and Lead Times25:17 Why is Tesla Pushing for More Refining?29:27 Tesla Needs to Flirt Better with Entrepreneurs30:04 Refining Integration could Save Tesla Billions 31:50 Lithium Refining // Interim Summary32:29 Is there Enough Lithium in the Ground?35:34 Let’s Evaluate Three Lithium Forecasts…42:46 Benchmark’s Forecast // Revisions Explained45:12 Lithium Supply in 2030 // Bull and Bear Cases46:35 A Recent History of Lithium Supply and Demand50:29 Australia / 2-3 Years // Brownfields Projects51:40 Australia / 2-3 Years // Faster Extraction Rate56:56 Australia / 2-3 Years // Two Non-Starters58:00 Australia / 4-7 Years // Greenfields Projects01:03:57 South American Lithium Brines01:05:36 China // Lepidolites to the Rescue?01:09:06 United States // Lithium Clays and Brines01:11:11 The Potential of Direct Lithium Extraction01:13:15 Africa // A Wild Card with Huge Potential01:17:10 Canada // Hard Rock and Lithium Brines01:17:58 Other Countries01:18:32 Global Lithium Supply Forecast01:23:32 The Forecast for Sodium Ion Batteries01:27:35 Combining the Li & Na Battery Forecasts01:29:57 When will Tesla Face a Battery Shortage?01:34:47 OEM Li Bonanza // Is Tesla Getting Left Behind?01:35:36 Why Tesla Should Get into Li Mining & Refining01:37:54 Three Ways for Tesla to “Get into Li Mining”01:38:50 Why is Tesla Avoiding Lithium Mining?01:40:59 What about other Chemistries?01:41:57 Video Summary // 10 Key Points01:48:57 The Lithium Bottleneck vs ‘Peak Oil’ ComparisonIntro Music by Dyalla: Homer Said
Teslas Coming Lithium Crunch // How Long Can Tesla Continue Growing Battery Consumption @ 50% CAGR? The Limiting Factor 2023-10-11 | This is the final video of the Global Lithium Supply Chain video where I attempt to answer the question: How long can Tesla continue growing battery cell consumption @ 50% per year? Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction00:37 Thanks, Credits, and Sources04:07 When will Tesla Face a Battery Shortage?09:00 OEM Li Bonanza // Is Tesla Getting Left Behind?09:49 Why Tesla Should Get into Li Mining & Refining12:07 Three Ways for Tesla to “Get into Li Mining”13:03 Why is Tesla Avoiding Lithium Mining?15:03 What about other Chemistries?16:02 Next Video16:45 CreditsIntro Music by Dyalla: Homer Said
How LMFP and Sodium Ion Batteries will Change the Battery Market // 2023, 2025, and 2030 The Limiting Factor 2023-09-27 | New information has recently been posted on X for LMFP and Sodium Ion battery chemistries. Today we'll use that information to develop roadmaps for every major battery chemistry including LMFP, two Sodium Ion chemistries, LFP, and high nickel . From there, we'll look at how the the battery market will evolve from 2023 to 2025 to 2030.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:20 BYD Slides on Sodium Ion06:20 Sodium Ion Roadmap10:58 Soochow Slides on LMFP17:00 LMFP Roadmap 19:22 LFP Roadmap 24:20 High Nickel Roadmap28:41 2023 Comparison Table & Market Analysis29:58 2025 Comparison Table & Market Analysis32:06 2030 Comparison Table & Market Analysis34:31 Loose End 1 // This Assumes Everything Goes Well34:45 Loose End 2 // Average Cost vs Tesla35:59 Loose End 3 // Tesla’s Plans for Other Chemistries36:49 ClosingIntro Music by Dyalla: Homer Said
Global Battery Supply Forecast to 2030 // Lithium & Sodium Ion // Part 4 The Limiting Factor 2023-09-13 | Before we can understand Tesla's battery supply, we first need a forecast in hand for total global battery supply to 2030 that includes both lithium and sodium ion batteries. Today, I'll walk you through that forecast, along with the caveats, and in the next video we'll look at what all that means for Tesla.This is Part 4 of the global lithium supply chain video.Part 1: youtu.be/QqF_OZJSbxYPart 2: youtu.be/u-xe5EcaL-8Part 3: youtu.be/2HOBk2Did6wUse my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:02 Thanks, Credits, and Sources04:33 Global Lithium Supply Forecast09:30 The Forecast for Sodium Ion Batteries13:33 Combining the Li & Na Battery Forecasts15:55 Closing CreditsIntro Music by Dyalla: Homer Said
CATL M3P // Is the Hype Legit & Will Tesla Use it? The Limiting Factor 2023-08-30 | CATL M3P has generated a lot of hype, noise, and confusion over the past year. Is the hype legit and will Tesla soon be using it for the Model 3?Today I'll try to create some clarity around M3P in terms of energy density, cycle life, and cost... as well what vehicles it could be used in and when that might happen.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:18 M3P // What is it?05:44 M3P // Cycle Life08:26 M3P // Cost12:32 Specs // Quick Recap13:29 Extra Cells Aren’t Free!14:17 The Hidden Benefit of Voltage15:12 Lithium Usage and Price Spikes15:58 Can M3P Replace Nickel?17:51 When Could Tesla Start Using M3P?18:55 SummaryIntro Music by Dyalla: Homer Said
Lithium Supply by Country: Where are the Opportunities? // Part 3 The Limiting Factor 2023-08-16 | If lithium forecasts are conservative and don't account for potential new supply, where are the opportunities for growing the lithium supply by country throughout the rest of the decade?This is Part 3 of the global lithium supply chain video.Part 1: youtu.be/QqF_OZJSbxYPart 2: youtu.be/u-xe5EcaL-8Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:22 Credits and Thanks04:53 A Recent History of Lithium Supply and Demand08:44 Australia / 2-3 Years // Brownfields Projects09:55 Australia / 2-3 Years // Faster Extraction Rate15:11 Australia / 2-3 Years // Two Non-Starters16:15 Australia / 4-7 Years // Greenfields Projects22:13 South American Lithium Brines23:51 China // Lepidolites to the Rescue?27:22 United States // Lithium Clays and Brines29:26 The Potential of Direct Lithium Extraction31:31 Africa // A Wild Card with Huge Potential35:25 Canada // Hard Rock and Lithium Brines36:14 Other Countries36:48 Next Video, Shake the Money Tree, CreditsIntro Music by Dyalla: Homer Said
Tesla Q2 Earnings // 4680 Updates & Emerging Revenue Streams The Limiting Factor 2023-08-02 | The Tesla Q2 2023 Earnings call was one of the more bullish earnings calls of the past few years. We received updates on 4680 progress & Tesla's emerging revenue streams.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*00:00 Introduction01:00 Robotaxis, Dojo, Superchargers, Megapacks, Optimus07:31 Factory Shutdowns // M3P Battery Packs?08:37 Drew’s Comments on the 468014:29 4680 and 2170 Cells Compared16:00 Thoughts on Tesla’s Progress16:37 Gen 2 Cell Implications for Tesla’s Vehicles21:32 SummaryIntro Music by Dyalla: Homer Said
Will Refining be the Bottleneck for Lithium Supply? // Part 1 The Limiting Factor 2023-07-08 | In this video, I'll address Elon's comment that lithium refining will be the bottleneck for lithium lithium supply, as well as look at margins and the benefits of vertically integrating into lithium refining.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingTheVenmo: @thelimitingfactor*Timeline*0:00 Introduction01:16 Thanks, Credits, and Sources04:37 Why is Lithium the Bottleneck?06:10 Mining is Easy, Refining is Hard? A Red Herring07:14 Lithium Refining // Margins15:39 Fixed Price Contracts are being Phased Out17:50 Lithium Refining // Forecast and Lead Times20:39 Why is Tesla Pushing for More Refining?24:49 Tesla Needs to Flirt Better with Entrepeneurs25:26 Refining Integration could Save Tesla Billions27:12 Lithium Refining // SummaryIntro Music by Dyalla: Homer Said
Nio Battery Pack Swapping // Everything You Need to Know The Limiting Factor 2023-06-14 | Today I'm going to walk you through everything you need to know about Nio Battery Pack swapping. Everything from cost to some surprising drawbacks that I haven't seen discussed elsewhere. Links:makeuseof.com/how-much-cost-replace-tesla-batterytwitter.com/AEONde/status/1658064514737111041Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction01:16 Why Nio?01:41 Customer Facing Costs: Renting vs Owning the Pack07:10 Customer Facing Costs: Swapping vs Charging 10:41 Throughput Swapping vs Charging 14:31 Swapping Stations: Drawback 1 // Single Point of Failure15:19 Swapping Stations: Drawback 2 // Pack Inventory20:31 Swapping Stations: Drawback 3 // Cost22:42 Owning a Battery Pack: Drawback 1 // Speed23:15 Owning a Battery Pack: Drawback 2 // Repair Costs24:40 Owning a Battery Pack: Drawback 3 // Fixed Range25:07 Owning a Battery Pack: Drawback 4 // Degradation?28:27 Wasted Batteries?29:52 SummaryIntro Music by Dyalla: Homer Said
Dry Electrode Lithium Doping Process // New Tesla Patent The Limiting Factor 2023-05-24 | Today I'm going to walk you through a 'new' Tesla patent application for Tesla's dry electrode lithium doping proces. In my view, conceptually, it's the most commercially viable lithium doping process out there. patents.google.com/patent/US10461319B2/enUse my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction01:06 Patent History and Background03:22 First Cycle Losses and Lithium Doping06:16 Wet Slurry Li Doping Challenges07:14 Direct Contact Lithium Doping09:40 Tesla Lithium Doping Process17:41 SummaryIntro Music by Dyalla: Homer Said
Teslas Rare Earth Free Motor // Niron Iron Nitride or Ferrite Magnets? The Limiting Factor 2023-05-10 | At Investor Day, Tesla teased a rare earth free motor. This has led to spculation about Tesla partnering with Niron for their Iron Nitride material. However, I think think humble ferrite magnets may actually be a better option. Let me know what you think in the comments below.Use my referral link to purchase a Tesla product and get free credits you can redeem for awards like Supercharging miles, merchandise and accessories. https://ts.la/jordan72005Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*0:00 Introduction01:00 What is a Rare Earth?02:20 Why Remove Rare Earths?03:09 Why did Tesla Use Rare Earths?05:24 Niron Iron Nitride Magnets11:42 'Tesla' Magnets14:20 Tesla Ferrite Motor23:45 SummaryIntro Music by Dyalla: Homer Said
Tesla Q1 2023 Earnings Call // Storage, 4680 Production, Lithium Cost The Limiting Factor 2023-04-26 | Tesla's Q1 2023 earnings call from a battery perspective! The major topics this time around were grid storage, the progress of 4680 production, and the state of the lithium market.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction00:44 Grid Storage and Master Plan Part 305:40 4680 Progress - Drew's Answer Part I06:44 Battery Day Expectations07:49 Cell Design and Cell Factory09:00 Anode Material09:54 4680 Progress - Drew's Answer Part II11:16 Lithium & Cathode Material13:50 Dry & Wet Commissioning14:52 4680 Progress - Drew's Answer Part III15:35 Cell-to-Vehicle Integration16:21 4680 Progress - Drew's Answer Part IV16:55 Production Yields and Rates18:39 CT Ramp & 1000 Pack/wk/qtr Goal20:51 4680 Model Y - Take the Win21:25 4680 Progress - Drew's Answer Part V21:50 CT Cost Targets & Interim Summary22:59 Lithium Cost26:05 Quick Summary and Next Video TeaseIntro Music by Dyalla: Homer Said
Sodium Ion Batteries for Vehicles // Analysis The Limiting Factor 2023-04-12 | Are sodium ion batteries a viable chemistry for vehicles? Yes, but there are some catches. Today I'll run you through my analysis.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction01:15 Sodium Ion for Vehicles vs Grid Storage03:44 Sehol E10X // Why Ultra-Compact?05:07 BYD Seagull Example // Na vs LFP and Cost07:30 Range of Model 3 with Sodium Ion11:16 Sodium Ion for the ‘Robotaxi’15:48 Sodium Ion // Projecting Market Share18:54 Summary Intro Music by Dyalla: Homer Said
Cliff’s Notes for Investor Day // Context, Insights, Implications The Limiting Factor 2023-03-29 | There was so much packed into investor day that it needs Cliff's Notes. This video re-frame's investor in terms of themes and provides context, insights, and discusses the implications. Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Intro00:59 Investor Day Themes02:49 Why Hope Matters04:22 It's All About Raw Materials07:33 The Spice Must Flow11:05 The End of Legacy Auto13:50 Technical Domination15:16 Tesla Culture16:45 SummaryIntro Music by Dyalla: Homer Said
Tesla Investor Day // Cheap Complaints and Valid Criticisms The Limiting Factor 2023-03-15 | There were a lot of cheap complaints and also some valid criticisms about Tesla Investor Day. Did people overbuild their own expecations and blame Tesla? Did Wall Street Really hate the event? Today I'll walk you through my thoughts.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*0:00 Introduction00:58 No New Vehicle01:54 Stock Price Drop03:08 Wall Street Criticisms08:43 Disjointed10:51 Boring and Poorly Presented11:51 Not Enough Talk about Raw MaterialsIntro Music by Dyalla: Homer Said
Investor Day Livestream // The Limiting Factor The Limiting Factor 2023-03-02 | The big day is finally here! Hang out with me during the Investor Day Livestream.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*Intro Music by Dyalla: Homer Said
Tesla Master Plan 3 + Investor Day // What to Expect ⛏🔋 The Limiting Factor 2023-02-24 | Today I'll walk you through what to expect from Tesla Master Plan Part 3 + Investor Day.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction00:32 What Elon's Said03:14 Elon's Brain04:07 A Philosophy of Urgency05:30 Master Plan Part 3 Scope07:39 Primary Focus is Raw Tonnage09:16 Boring Company & SpaceX10:09 Tesla's Role in Master Plan 313:06 Master Plan 3 Key Points16:13 Investor Day Topics17:40 Generation 3 Platform10:56 Other Subjects21:46 SummaryIntro Music by Dyalla: Homer Said
Tesla Semi: Competitive Landscape // Interview with Johnny Nijenhuis The Limiting Factor 2023-02-21 | Today I discuss the competitive landscape of the Tesla Semi with Johnny Nijenhuis. In short, Tesla has a massive first mover advantage, Semis will transition to electric faster than cars, and those who don't make the switch will get left behind.Johnny Contact Info:linkedin.com/in/johnnynijenhuiselektrischevrachtwagentwitter.com/NijenhuisTruckhttps://www.nijenhuistrucksolutions.nl/Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction00:45 What Johnny Does02:55 Semi Price06:56 Semi Cost09:39 Battery vs Fuel Cells12:19 Factoring in Subsidies14:20 Legacy Batterization Plans17:17 Transition for Semis will be Rapid18:32 Cab Design24:52 Competition?26:42 European Tesla Semi28:49 Power is Braking Power30:53 Jack-Knifing33:01 Bring Johnny to America!33:37 Logistics Companies MUST go ElectricIntro Music by Dyalla: Homer Said
The Tesla Semi: Why Now? // The Road to Commercial Viability The Limiting Factor 2023-02-19 | Today I'll be covering why the Tesla Semi was released now, the road to commercial viability, and why there were delays from 2019 to 2022. In short, there were a series of limiting factors that the Tesla had to break through to reach commerically viability.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction00:59 Powertrain Efficiency02:58 Energy Density04:21 Why Tesla Blew the 2019 Delivery Guidance06:27 The Original Master Plan08:24 Charging Infrastructure11:26 Summary // Why Now and What’s Next?Intro Music by Dyalla: Homer Said
Tesla Q4 Earnings // The Path to 3 TWh // Full Battery Update The Limiting Factor 2023-02-08 | This video will cover the Tesla Q4 earnings call with other new information to provide a full update on the path to 3 TWhs for Tesla that includes 4680 production, scaling plans, and tax credits.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Teespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Introduction00:42 Demand Problem?02:45 3 TWh by 2030?07:16 4680 Production Mysteries12:36 Conservative Guidance for C/T13:40 Cell Supply for 202316:23 300 GWh Production Ramps18:12 Tax Credits for 202321:45 Fully Funded Cell Factories 23:43 Lithium Prices24:48 Where Will All the Cells Go?26:29 What I Expect from Investor Day27:02 Increasing Energy Density27:41 Nevada Vertical Integration28:28 SummaryIntro Music by Dyalla: Homer Said
How the Tesla Semi “Broke the Laws of Physics” The Limiting Factor 2023-01-23 | When Tesla unveiled their Semi 5 years ago, auto industry was skeptical to say the least. As Daimler put it, Tesla must be defying the laws of physics. In this video we'll look at how the Tesla Semi "Broke the Laws of Physics"Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LHTeespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Intro01:09 Drag Coefficient02:05 Powertrain03:31 Tesla’s 20% Advantage04:36 The Plaid Motor06:56 The Limiting Factor for Regen10:53 1000 Volt Triangle11:49 SummaryIntro Music by Dyalla: Homer Said
Semi Megacharger Output // + The Megapack Moat The Limiting Factor 2023-01-11 | Today I get into the power will the Tesla semi will require from the Megacharger and why I could be wrong. I also cover the grid scale implications for the megacharger, how the megapack fits in, and what this does the competitive moat of Tesla's charging network.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LHTeespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe*Timeline*00:00 Intro00:51 Megacharger Power Output08:01 Megacharger Extreme Power Requirements10:38 Megapack Bring in the Cavalry11:40 Megapack Moat12:49 Grid Opportunities13:32 SummaryIntro Music by Dyalla: Homer Said
Tesla V4 Supercharger // Megawatt Charging for the Masses The Limiting Factor 2022-12-28 | Is the Tesla V4 Supercharger Megawatt Charging for the Masses? I think so, and this video I'll explain the technology involved and why the Megacharger may be a separate product.Patreon: patreon.com/thelimitingfactorPaypal: paypal.com/paypalme/limitingfactor42069Bitcoin: 3B3UXCZsnoPZxG6vYQ6npsF4TW8f5kK4LHTeespring: teespring.com/stores/the-limiting-factorReddit: reddit.com/r/TLFBatteriesTwitter: twitter.com/LimitingThe00:00 Intro01:16 On Board Charging vs DC Fast Charge02:42 Supercharger Version History04:03 Why a Megacharger AND V4 Supercharger09:16 1 MWh+ // Back of the Napkin Math11:26 V4 Supercharger // Engineering for 5x Power17:56 The Limiting Factors for Charge Rate19:08 V4 Impact on Current Line-Up20:05 V4 is for the LR Cybertruck // Min 500 kW Required21:39 Elon’s 300kW Comment22:14 SummaryIntro Music by Dyalla: Homer Said
