Tesla Shows Off The Model S Glider And 8,000 Odd Panasonic 18650 Cells That Power The Car

Tesla Shows Off The Model S Glider And 8,000 Odd Panasonic 18650 Cells That Power The Car

ValueWalk recently published an article on Tesla's stock rebound. In that article, ValueWalk cites analysts from Goldman Sachs, as well as other firms, with providing the following information:

  • Model Xs are now coming down the assembly line “interspersed with Model S vehicles.”
  • Model X body shop still not at full capacity
  • Tesla is performing burst builds of Model X - or assembling a group of Xs and then inspecting them completely at multiple stages during the process
  • Tesla continues to improve its battery cells in density, safety and longevity
  • Tesla would only put out an approximate cost per kWh for battery cells - $200 per kWh
The takeaways seem to be that Model X production is still very much in the ramp-up stage and that Tesla is continually improving its (well, Panasonic is involved obviously, too) battery cell, pack technology, while cutting costs at the same time.

Our own recent analysis would indicate production of the Model X was fairly flat between December and February, but that the company will soon ramp up that output, as it has recently released a new batch of production allocation/VINs to "general order" Model X customers beginning in the second half of February

Source: Value Walk