Alex Profile picture
12 Jan, 4 tweets, 1 min read
Tesla has a history to expand manufacturing into the largest consumer markets

1st 🇨🇳 China with 1.4bn citizens
2nd 🇪🇺 EU with 447m citizens
3rd 🇮🇳 with 1.3 bn citizens?
India plans to offer $4.6 billion in incentives to companies setting up advanced battery manufacturing facilities, according to a government proposal seen by Reuters.
To import and assemble the low-cost MIC Model 3 could be the strategy to build a business that if demand is high leads to a Giga India
Indications come in that 🔋business may be a first and preferred step in 🇮🇳

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More from @alex_avoigt

13 Jan
🇩🇪iFeu Study about Hybrids/PHEVs

The calculated CO2 emission is based on 75% battery drive

Private 50%
Business 15%

ICE engine is often engaged for performance reasons although drivers believe he drives electric

Hybrids are 100-170% CO2 above what manufacturers claim
The study concludes instead of the manufacturer claimed 2.4m tons incremental 4.3tons CO2 may be emitted

"Under current conditions, the continued market ramp-up of plug-in hybrid vehicles jeopardizes Germany's 2030 climate targets in the transport sector"…
A Hybrid is subsidized by the German Government with about 2/3 of a BEV

Hybrid SUVs are best-sellers for German Automakers

Read 4 tweets
11 Dec 20
"When the Green Deal comes, we will need 40 large battery factories in Europe"

Herbert Diess, VW CEO on the question why Chinese and American companies built large 🔋 plants but no German

Diess "A good question. I talked to everyone in Germany, but they waved it off."
Herbert Diess

"Many suppliers believe it is too late to get involved. I am convinced of the opposite. We are still at the very beginning of development."
Diess continued

"If the EU's Green Deal comes about in the way it seems likely, the battery factories announced so far in Europe will only cover around five to ten percent of demand."
Read 8 tweets
9 Dec 20
Head of IGM Union Berlin Jan Otto

"Daimler, VW & Co. can say what they want, the pressure from Tesla has accelerated the change for them. You can see this at the carmakers' sites here in the city, all of which are digitalizing and electrifying themselves".
He added

"The Tesla factory in Grünheide is basically a good thing for the location Brandenburg and Germany for the time being. Elon Musk is locating one of the most competitive technologies of the future there - and is creating thousands of jobs"
Jan Otto, Union Head Berlin

"Let me say it directly: The factory is not yet finished, so it makes little sense to negotiate collective agreements already. We will do that together with the employees."
Read 4 tweets
30 Nov 20
Herbert Diess

"We are not a start-up, we have structures and processes that have grown over decades. Many of them crusted and complicated. And above all, we have a wide variety of interests and political agendas within the Group." ...
... "These make the already large project even more costly and complex. But resistance should spur us on and provide additional motivation."
... "This also means that we have to readjust our VW strategy in order to keep up with new competitors like Tesla. (...) Under "Mission T" 31 top executives from Volkswagen Audi and Porsche were included. The question was how we can catch up with Tesla - " ...
Read 9 tweets
28 Nov 20
Herbert Diess we asked us

“What do we have to achieve in the next six months to catch up with Tesla in terms of technology by 2024?”

Top Managers from VW ask themselves a wrong question

It explains why they are where they are today

The Transformation is not about Tesla but VW
If the answer to VW about Tesla is a project, Project T then they don't really understand the challenge in front of them

A project alone will not chance VW and without change, they won't innovate faster and developed competitive technology…
It is revealing that they believe a project and 6 months change can help them to catch up with Tesla in 2024. The challenge VW has is not to make 6 months change or implement a Project Tesla to be competitive in 2024.
Read 5 tweets
4 Nov 20
Audi CEO Duessman about L3 for the A8

"We will no longer adapt the current A8 to this technology - for reasons of our own quality and safety requirements."

First the delayed L3 for A8 and now cancelled
"The charging station infrastructure is not yet as advanced as it should be. That's why we need the efforts of the public sector, but also cooperation like Ionity (...) It is important that everyone in this field gives full speed. (...) For me, charging is the key to success "
Duessmann reply when he was asked about Battery Day and Battery Innovation

"It is no secret that the battery is increasingly becoming one of the most important competitive factors. Accordingly, we are making the battery a core competence within the Volkswagen Group."
Read 6 tweets

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