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14 Sep, 6 tweets, 2 min read
LESSON OF THE DAY 20210914

Electrek published an article based on totally false data criticising Tesla and promoting the concept of giving third-party vendors more access to Tesla service tools

They did this using fake material that Rich Rebuilds released in a YouTube video
Beware of headlines like this and be careful not to trust those who criticize Tesla for the purposes of promoting their own agenda

And be sure to do your own homework
Quick Details

1. They claimed Tesla wanted to charge $22,500 for a Battery Replacement on a 2013 Model S

- the correct price from Tesla is actually $10,500 as of last week
2. They used a fake Receipt to support this false claim
3. Their report concluded by showing the customer paying way above the odds for the replacement parts and service costs, and portraying this as a good thing

Caveat Lector

Caveat Emptor
Let The Reader Beware

Let The Buyer Beware

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More from @jpr007

JPR007 Profile picture
15 Sep
Plug-in hybrids are a 'wolf in sheep's clothing' - BBC News

Carbon dioxide emissions from plug-in hybrid cars are as much as two-and-a-half times higher than official tests suggest, according to new research
bbc.com/news/science-e…
Plug-in hybrid vehicles are powered by an electric motor using a battery that is recharged by being plugged in or via an on-board petrol or diesel engine

They account for 3% of new car sales
But analysis from pressure groups Transport and Environment and Greenpeace suggest they emit an average of 120g of CO2 per km

That compares with the 44g per km in official "lab" tests
Read 22 tweets
JPR007 Profile picture
15 Sep
CHEVROLET BOLT

GM has said early Bolt models will have their entire battery pack replaced, while newer models will have only defective modules within the pack replaced

Those new parts may not be available until after November
reuters.com/business/autos…
The automaker said it has bought back some Bolts from owners and is reviewing such requests on a case-by-case basis

GM also has said it expects LG to help shoulder the $1.8 billion expense to replace Bolt battery packs
On Friday GM's Jacobson said the two companies are having "high level conversations" about costs, and that GM expects reimbursement

With resolution of the costly recall debacle still up in the air, relations between GM and LG have soured, people familiar with the situation said
Read 13 tweets
JPR007 Profile picture
14 Sep
SHANGHAI PRODUCTION 2021 Q3 - MORE WILD CARDS

The closer that we get to the end of the quarter, the more wild cards are emerging for the Shanghai side of production

Let's review them . . .
1. The month of September includes the Chinese Mid-Autumn Festival, which is a national holiday

- however, I am inclined to think that there are coverage plans in place to cope with this and keep production running steadily

- prior holidays have not had very visible impacts
2. It has been said that Shanghai Phase 1 is running at 800 cars per day, and recent upgrades to Phase 2 have given it an output of 1,000 cars per day

- this would result in an output of around 50,000 cars per month

- compared to my estimate of 41,000~44,264 units for September
Read 7 tweets
JPR007 Profile picture
14 Sep
TESLA Q3 PRODUCTION - QUICK CHECK

A quick review of the three key uncertainties in the estimates for Q3 production

1. FREMONT M3 / MY

- Q1 production was 102,426 with M3 on 4 shifts and MY on 3 shifts

- Q2 production was 114,391 with M3 on 4 shifts and MY on 4 shifts
In Q3 both Fremont M3 and MY should still be on 4 shifts with a combined nominal capacity of 125,000 units per quarter

So the uncertainty is :

- whether Q3 production will fall back to Q1 levels like the 102,991 projected here by Troy ?
- or whether Q3 production will meet and beat Q2 levels ?

I have projected 115,000 units, derived from the nominal capacity of 125,000 units reduced by 10,000 units for supply chain issues

The difference is +12,000 units
Read 12 tweets
JPR007 Profile picture
13 Sep
NASA has selected SpaceX to launch the last in a series of geostationary weather satellites that had previously been launched by United Launch Alliance
spacenews.com/spacex-wins-co…
NASA announced on 10 September that it awarded a contract to SpaceX for the Falcon Heavy launch of the Geostationary Operational Environmental Satellite (GOES) U spacecraft

The launch is scheduled for April 2024 from the Kennedy Space Center in Florida
The agency said the contract is valued at $152.5 million

GOES-U is the fourth and final satellite in the GOES-R series of satellites, which monitor terrestrial and space weather from geostationary orbit
Read 16 tweets
JPR007 Profile picture
13 Sep
BATTERY REPLACEMENT

So here is the problem with this whole story

1. Batteries age over time

2. After 8 years of use, some of the cells in two of the sixteen modules had passed their threshold of serviceability
3. The owner chose to replace 2 out of the 16 modules for $1,500 each, equivalent to a cost of $24,000 for the whole pack

4. And he paid $2,000 on top of that for the work to be done

5. Those two modules may now last for another eight years
6. But the rest of the modules will slowly degrade and eventually become unserviceable, and require their own replacement

7. Using the same process, the owner will ultimately spend $40,000 for the first-time replacement of all his battery modules
Read 7 tweets

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