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Tesla Early 2022

image credit: tesla.com
John Benson's picture
Senior Consultant Microgrid Labs

PROFESSIONAL EXPERIENCE: Microgrid Labs, Inc. Advisor: 2014 to Present Developed product plans, conceptual and preliminary designs for projects, performed industry surveys and developed...

  • Member since 2013
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  • Feb 1, 2022
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Although the next few months should be interesting for the title manufacturer, in the first month of the New Year there will probably be little to report, so this should be a short post.

Discussions
Matt Chester's picture
Matt Chester on Feb 1, 2022

Sounds like some more of the same on vague promises where there is uncertainty in the very near future-- I wonder if this is the moment some of the automaker majors will be playing catch up, or will Tesla weather the uncertainty better than them

Jim Stack's picture
Jim Stack on Feb 2, 2022

Tesla always has many things going on. The new 4680 battery cells is very big news. As they release the Semi truck and the model Y with these cells the real world results will be big news. Also the one piece rear of the model Y is now in a large cast part cutting the many parts and making it better. 

   Tesla is also opening 2 new factories. They have improved the Power Packs and lots of other projects. 

John Benson's picture
John Benson on Feb 2, 2022

Thanks for the comments, Matt & Jim.

As I said in the last lines of this paper:

As Tesla has grown into a giant, there have been many challenges that almost killed it. I don’t believe Elon has the appetite for another. Whether this is a return to sanity or simply an older, more mature approach for the (still) most aggressive, fastest growing EV- (etc.) maker remains to be seen.

As recent happenings have shown, this hiatus has opened to door for other manufacturers to start making major moves to erode Tesla's dominance, and Ford and Daimler are quickly moving towards that door. I just started a post to explore this, but it probably will not post for a month or two.

It appears that Tesla is moving to slow down Daimler's move (read: new Semi deliveries, probably to Pepsico in California). Go through the link below and other links therein.

https://electrek.co/2022/01/26/tesla-semi-fleet-electric-trucks-unveiled/

 

John Benson's picture
Thank John for the Post!
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