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Tesla's electric jitters

2010-12-30 06:31:53

Dec 28th 2010, 17:57 by P.M.

TESLA MOTORS is the Californian start-up that proved electric cars need not be

sloths. Its battery-powered roadster is able to accelerate to 60mph in just 3.7

seconds. But on Monday December 27th the company suffered a nasty slide when

its share price tumbled by 15%. One reason analysts gave for this was the

ending of a six-month restriction on company insiders being allowed to sell

shares after an initial public offering in June. But there were also worries

about how Tesla can make the big time and turn itself into a mass manufacturer.

That may be determined by a bet on battery technology.

At over $100,000 the Tesla roadster is a niche product. The mainstream vehicle

which Tesla is counting on will be its Model S, a seven-seater all-electric car

which is due to be launched in mid-2012. It is supposed to cost around $50,000

and will compete directly with many of the electric and hybrid models that will

then be on the road from mass manufacturers. Elon Musk, Telsa's chief

executive, has big ambitions and he plans to build the Model S in a factory he

has bought in California that used to assemble cars in a joint venture between

General Motors and Toyota.

However, Tesla's challenge does not involve just the economics of

manufacturing. The company is also steering a different course with battery

technology than some of the electric cars produced by its rivals, such as

General Motors' Volt and Nissan's Leaf. Along with most carmakers, Tesla sees

lithium-ion chemistry as the most efficient in terms of energy density for use

in the batteries for its cars. But it has a difference of opinion about how

best to assemble the batteries. Whereas Tesla uses thousands of small

cylindrical cells to produce one of its battery packs, many other manufacturers

prefer instead to use large-format cells which are laminated and shaped like

tiles. The Leaf, for instance, uses 192 cells, each about the size of a

magazine. Four of the cells are combined to form a module and the car's 24kWh

battery pack, which is air-cooled, is assembled from 48 modules.

Mr Musk is not impressed and has described the Leaf's battery as primitive .

Nissan, however, is extremely confident in its technology, not least because it

has enabled the Leaf to go on sale as one of the first mass-produced electric

cars. The company also supports its battery with a eight-year or 100,000 mile

warranty.

Tesla's approach to building a battery is somewhat different. It uses what are

known as 18650 cells (which are 18mm in diameter and 65mm long). These

cylindrical cells are widely used as the rechargeable batteries in thousands of

consumer products. These small cells, reckon Tesla, allow for more efficient

cooling and precise management of charging and discharging. For the roadster it

assembles 6,831 of them into blocks which are used to build a 65kWh battery

pack, which is liquid cooled.

It is the battery which will determine the success of electric cars. Range is

the first thing drivers worry about, although the electric cars on or coming to

the market will be capable of most daily commutes. Worries about a lack of

recharging infrastructure will fade as more charging stations appear, and in

any event most drivers seem happy to recharge overnight at home. But the

long-term reliability of batteries remains an unknown. Some big firms, however,

are backing Tesla. In November, Panasonic, which makes the cells which Tesla

uses, took a stake in the company. And Toyota, which also has a stake in Tesla,

has asked the company to use its technology to develop a battery and powertrain

system for an electric version of the Toyota RAV4. Tesla may well have a

mountain to climb before it can become a volume carmaker, but some in the

industry seem to think it knows how to wire up a battery well enough to get

there.

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Posted: 2010998@847.43

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stranger

Unlike Mr. Musk success with his space-side business, I think Tesla will find

itself being passed when it comes to battery technology by sticking with the

old-style cylindrical shaped batteries. There are several huge issues against

them with their battery approach: 1) complexity - the prismatic wafer type

deployed by Nissan is much simpler to maintain produce, and package, while

providing the ability to adapt easily to different space form factors than

Tesla's cylindrical battery approach; 2) thermal stability - the prismatic

wafer batteries are thermally more stable than cylindrical battery cells and

their thermal management requirements are less; 3) lifetime - this is not yet

proven until we get some consumer years on the Leaf's battery pack, but given

the track record of Tesla's battery packs and their excessive cost (36k vs.

claimed 9.6k by Nissan). It's true Tesla's packs have more capacity but their

production costs are way higher than Nissan's.

I will give Tesla its due for being the first to get more than a few hundred

EVs out there, but now that Nissan has started its mass production of their

Leaf with several more EV models due out within a couple of years, Tesla will

be relegated to the niche marketplace.

PSH wrote:

Dec 28th 2010 8:05 GMT

I am reminded of the Tucker, also a hybrid of old and newish technology. While

unlike Tucker, Tesla may have some big auto stockholders, this is very small

beer to them. Steamrollering Tesla won't cause much financial trouble if it

becomes convenient.

Car making is one tough industry as Delorean and Bricklin showed. Neither were

particularly innovative, yet were being easily crushed before they self

destructed.

I like their cars. However, even ignoring the possibility of a bad technology

bet, if history is prologue things don't look good. I'm unlikely to buy one on

that basis alone.

I hope to be proved wrong. So, good luck Tesla. You will need it.

MyEconProf wrote:

Dec 28th 2010 8:29 GMT

You paint quite a rosy picture. And you fail to mention the $465 million in

loans that Tesla received from the Department of Energy to help create cars

intended for a market segment that can afford to pay $50,000 for a car.

This article from Inc. tells more of the tale:

http://www.inc.com/news/articles/2009/06/tesla.html

Who knows? Perhaps we'll give Tesla's buyers a tax credit to help them and

Tesla some more. Very, very sad.

Michael Dunne wrote:

Dec 28th 2010 10:44 GMT

Liked the article; and do like seeing a Tesla cruising about every once in a

while, either in the Bay Area or even the backcountry of the metropolitan area.

I suspect though that most of this represents just a big pilot/research program

of sorts, where innovations emerge, but actual broad, practical application/

mass production/critical mass is successfully achieved a bit down the road, by

another entity or new owner.

KPATOS wrote:

Dec 29th 2010 12:04 GMT

"the car's 24kWh battery pack" and "a 65kWh battery pack"

Please explain the "h" which to this scientific primitive refers to hours and

therefore depends on the time for which a power source is used.

Kevin Nixon wrote:

Dec 29th 2010 12:30 GMT

I think Elon is somewhat of a charlatan and will impoverish his investors. He's

great at spending money and making headlines, but not so good at generating

profits.

As to the question about kWh: this is a unit of work, like Joules or calories.

A Watt-second is the same as a Joule. If a battery could generate 12kW for two

hours, it has a capacity of 24kWh.

Marton Huebler wrote:

Dec 29th 2010 12:32 GMT

KPATOS: The "h" in kWh indeed refers to hours. KWh are a measure of the amount

of energy that the batteries can store: a 65-kWh battery, for instance, can

provide 65 kW of power (about 100 horse powers) for one hour, or 6.5 kW of

power (10 hp) for 10 hours.

jbunniii wrote:

Dec 29th 2010 1:33 GMT

Intriguingly, December 28 was a Tuesday here in California.

KPATOS wrote:

Dec 29th 2010 2:04 GMT

KN and MH thanks for answering what must have indeed seemed a primitive

question. I think what put me off the obvious answer was that the difference

between 65 watts for one hour and 6.5 watts for 10 hours seems important. I

daresay, however, that the apparent problem is not different from wondering how

one's domestic electricity supply can light up both 25 watt and 150 watt lights

equally well.

Now here's a puzzle that may be completely misguided but challenges a higher

level of physics: what reason is there to suppose that there was or was not

other stuff available to be condensed into the concentrated dense mass which

gave us our Big Bang but which didn't make it to the starting point before the

mass and density were sufficient for the currently most interesting version of

Creation? Could collision with inrushing stuff have caused some of the

irregularities in the expansion of the v. early universe? What evidence would

one look for? Sorry if it is right off topic but it interests me!

incyphe wrote:

Dec 29th 2010 2:38 GMT

The biggest problem that Tesla face isn't which battery technology to choose;

it is that all other established carmakers currently sitting on the sideline

will pounce on the eletric bandwagon when the time is ripe. With their vastly

superior automotive technological know-hows, brands, dealer networks, and deep

pockets, Tesla will the first to get thrown off the wagon.

The only way Tesla can survive for a long time to come is through licensing its

powertrain IP. Unfortunately for them, other car manufactuers don't seem to be

interested. So as it stands, Tesla's long term viability of Tesla is near zero.

The backers all know this.

hikeandski wrote:

Dec 29th 2010 2:46 GMT

I think the project is doomed to failure as it is totally based on a theory of

"anthropogenic CO2 causes global warming" and there is no basis for that

theory, let alone any proof of validity. So sad to see so much money and brain

power devoted to theory that is not proven valid.

Diesel is the future of automotive power, not batteries. Small efficient diesel

engines with low smog and pollution emissions are the way to go.

KPATOS wrote:

Dec 29th 2010 4:12 GMT

While hikeandski may well be right to imply that the current enthusiasm for

countering AGW may well fade quite rapidly whether because it can't be

countered or because it isn't worth it or because there is going to be very

little of it anyway. However, there are other good reasons for favouring

electric vehicles, such as even further reduction in pollution and avoiding the

ever higher cost of liquid hydrocarbons.

Any country with huge cheap coal supplies, like Australia most notably, would

be mad to continue on the course of replacing the use of coal to produce cheap

electricity (e.g. as at present encouraging expensive inefficient wind and

solar generation) when it could go a long way with electric vehicles to

reducing dependence on Middle Eastern countries and other good friends like

Venezuela, Russia and Nigeria. Batteries cease to be the big problem when

battery changing stations emulate the early development of petrol stations a

hundred years ago so that a quick change of battery will give another 200 miles

with no more delay than is required for refilling fuel tanks. Better Place is

already established in Israel and in the Australian Capital Territory to my

knowledge. It is the company which is at the leading edge of the

change-batteries-instead-of-fill-tanks paradigm though China is likely to

proceed down the same path.

I don't profess to have the technical knowledge to answer hikeandski's advocacy

of efficient diesel engines.

pdmikk wrote:

Dec 29th 2010 4:53 GMT

To me, the pure sense of recognizing the limited life--and the negative

utility-- of petroleum fuel (as we know it) is a no-brainer... thus, the Tesla

is obviously a vehicle to be excited about.

GB_1987 wrote:

Dec 29th 2010 5:26 GMT

It is a good idea to have longer range batteries since it is the main issue of

worry for people considering elecric cars. People cannot be assured that after

a period of time, we can have enough recharging station just like the gasoline

filling station nowadays. I think it is the time now to start shifting the

focus toward other sources of energy. Wind enery or solar energy all of them

will need electric cars for their utilisation. More funds should be alloted in

this field for the benefit of fellow humans and it also offers a great

opportunity for earning money through appropriate form of entrepreneurship.

livefromCA2 wrote:

Dec 29th 2010 8:00 GMT

This is where professional business media like Fortune is strong, no Tesla may

not fail on technology, as this article discusses in depth.

Tesla's problem is that its management has been on shaky ground for a long

time, original engineers are mostly gone, and it has near death experience

multiple times because of funding problems and product milestone delays.

And now insiders may be selling this early?

It has all the bad blood of a badly managed company written all over it.

Tao1 wrote:

Dec 29th 2010 1:14 GMT

In short,they don't have their own battery technology. They just take consumer

battery for toys to put inside their cars. This company is doom

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rostbeef wrote:

Dec 29th 2010 3:50 GMT

Dear oh dear! Can Tesla survive?

Let me get this straight . . .

Tesla has already successfully launched & sold thousands of a very expensive

hand-built roadster worldwide. It now has years of practical experience of the

technologies involved.

Tesla has also taken thousands of deposits worldwide (at several thousand

dollars/pounds/euro each) for its mainstream saloon, the Model S, & already

equipped a factory to build it.

Mercedes Benz & Toyota (arguably the world's two most competent car

manufacturers) have taken stakes in Tesla and commissioned Tesla to work on an

early launch of real vehicles for them.

Panasonic - one of the world's pre-eminent electronics giants - has also taken

a stake in Tesla.

Apart from Tesla, no other company in the world has any experience of

performance electric vehicles in daily use. The US manufacturers have few plans

- being loath to upset Big Oil, Big Oil, Big Oil & their (soon to be redundant)

component manufacturers (filters, sparkplugs, exhausts, brake linings, oil, etc

etc) & mechanics by "going electric". A reasonable stance, given most of car

firms' profits currently come from selling replacement parts & servicing that

electric vehicles just won't need.

Every proposed new electric vehicle (outside the US) already has an order book

many times the planned annual production.

This is because consumers will jump at such electric vehicles - a car as easy

to own as a hoover; with no daily expenditure for mileage (remember it's only

months later that the head of the household gets the bigger electric bill, with

no direct link to his family's travel costs).

Yet these other manufacturers seem likely to impose "strings" or "overheads" on

the cost of their cars. Tesla does not - and the model S is one of the

prettiest cars on the planet, rather than a mere family runabout.

In my opinion (as a Tesla customer) no-one who has experienced the electrifying

performance & easy of ownership of a pure electric car would dream of going

back to the inferior performance and complications of an oil/gas burning engine

& drivetrain.

Range is NOT an issue in most countries of the world: we don't have the

distances, the prejudices or the "lifestyle" of the US.

Of course electric cars will only ever be suitable for a proportion of the

world's drivers - I guess maybe 80%. That may well exclude much of the US.

For these reasons alone, commenters predictions of Tesla's demise seem

premature!

Nirvana-bound wrote:

Dec 29th 2010 4:00 GMT

Something keeps whispering to me that Tesla is onroute to abrupt

short-circuiting. The salivating "Big Guns" of the auto industry, have 'other'

agendas on their selfish, self-serving & insatiably greedy minds..

Poor Tesla!

Plen wrote:

Dec 29th 2010 4:53 GMT

@ PSH I confused - are you trying to be optimistic?

Yes, yes Delorean had a real funky car with gull wing doors but sadly its only

claim to fame was its role in the movie "Back to the future". But why stop at

Delorean? Why not mention famous brands that have come and gone and some how

re-appeared such as: Rover, MG, Triumph, Austin, Morris, Bugatti, Asuna (a GM

company), LaSalle.... the list goes on. In fact if it weren't for government

support GM and Chrysler would be a thing of the past.

Here is a bit of useless info.. Ferrari is heavily supported and subsidised by

FIAT. Without FIAT, that famous brand Ferrari would probably not exist. On the

other hand a little known tractor builder called Lamborghini has successfully

built sports cars in a viable business and in the same market niche as Ferrari.

Yet two motor bike builders in Japan decided to make the leap into motor cars

and are now very successful motor manufacturers - Honda and Suzuki.

My point is that we live in a time where the stead fast rules of running a

successful motor manufacturer are changing dramatically. Small companies with

no motor vehicle experience can successfully become serious manufacturers -

turn the clock back a mere 10 years and think Daewoo and Hyundai. Where on the

other hand big well established motor manufacturers have become overly

confident of the business formulas and have failed in the most spectacular

way.... I'm obviously thinking GM here... and I fear that GM has still not

changed their model.

Yet a man that has been the first to successfully launch a rocket into full

orbit as a pure commercial venture has put his brain power into the electric

car - not as as a experiment to see if it can be done but as a full viable

business venture.

Given his track record, I think I'd rather invest into his ideas than GM. Could

this be the dawn of a new age in motor vehicles? It appears that Toyota wants

to hedge their bets as the world's biggest motor manufacturer knows there is

something special going on here.

Plen wrote:

Dec 29th 2010 5:00 GMT

@ Nirvana-bound - my you have little knowledge of the history of rejuvenation

of capitalism. The same was said for Ford who wanted to build a car that his

factory workers could afford, all the big name motor companies wanted vehicle

to be exclusive to the rich (by the way Factory workers at Ford can still

afford to buy the cars they produce).

Hmmm the same was said when Elon Musk tendered on supplying Rockets to the US

government ... "the boys at Boeing would squish any small company that messed

with their profits". Did you notice that NASA paid Elon to launch one of his

rockets?

If Elon can jump through all the hurdles and viably launch rockets to the

confidence of the big decision makers.... I think he can negotiate his way in

the motor industry.