Tesla’s Slide Presentation Highlights From The 2015 EIA Conference

JUN 23 2015 BY MARK KANE 14

JB Straubel, Co-Founder & CTO Tesla Motors

JB Straubel,
Co-Founder & CTO
Tesla Motors

JB Straubel, Co-Founder & CTO of Tesla Motors, had a segment at the 2015 EIA Energy Conference.  The main topics were Tesla Motors, electric cars, energy storage and solar.

According to JB, Tesla already employs 13,000 people.

There are over 65,000 Model S delivered worldwide (maybe even 70,000 as of today), although the presentation states 60,000+.

By 2020 Tesla expects to have 1,000,000+ EVs on the roads with 70 GWh of batteries and 10 GWh of controllable charge load.  Hopefully they get there as the company will need to deliver a lot of cars in less than 5 years to achieve that goal. The current plan for the whole 2015 is 55,000.

Tesla Motors's cars

Tesla Motors’s cars

70 GWh batteries in cars by 2020

70 GWh batteries in cars by 2020

A big part of the presentation was on battery and PV costs. Here are a few of the slides. The full presentation in pdf can be found here.

PV prices

PV prices

PV installations

PV installations

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14 Comments on "Tesla’s Slide Presentation Highlights From The 2015 EIA Conference"

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Hm… I don’t like that the Rav4 EV and the Mercedes B EV are higher ranked on the affordability axis. Aren’t they +40.000$ entry level EVs? The third platform is below them (which means pricier in the logic of this chart)…

Remember the original Model S (40kWh) was announced at $57,500 before incentives? Now it starts at $75,000 (http://my.teslamotors.com/models/design) and likely averages closer to $100,000 with all its upgrades. So even though the Model 3 will start at $35,000, quite an achievement to drop 40% in 5 years, its average price will likely be also end up closer to $60,000.

Yeah, that 3rd gen box needs to float up… :oP

If Tesla’s comment on their slides about the 2018 Model S release was false, how do we know that any of this information is true? 🙂

Too soon?? 😉

Oh snap!

Well, if MS started selling in mid 2012 and by mid-2015, they have 60,000 – then it’s just as “true” to guesstimate 1,000,000+ on the roads by 2020. This is a type of fallacy that can only exist for so long. If M3 doesn’t hit until late 2017, they would need to sell about 250,000 in 2018-2019 of that model alone to hit the “Truth” of 1 million “by 2020”. By Jan 1 2020? Then it is not inclusive. it is a bit of math magic.

In other news today, Teslas hit a billion miles driven, saving owners over $200,000 in fuel and us all a half million tons in emissions, with only 60,000+ cars sold (actually 75,000). Imagine what a million will do. So I’d rather be optimistic than pessimistic.

saving owners over $200,000

Do you mean 200 Million?

is that $4.00/gal for a 20mpg luxury car? That is a billion miles.

How many miles were spent street racing P85D or drag racing or just driving across country because superchargers are out there and it is a bucket-list thing to do? The real sustainability savings comes when common people can buy EVs for the price of the used cars that they currently buy (under 20K) and not when Tesla owners trade-up annually for whatever is new.

$200k or $200 million, either way it’s a B.S. claim.

What it actually says is that Tesla owners spent $0 on fuel to drive all those miles. While technically true, it’s meaningless. As has been pointed out, it’s just as meaningless as saying that a gasmobile driver spent $0 on electricity to drive all his miles.

Tesla drivers spend far less per-mile on providing energy to drive the car. But it’s not zero; on average, it’s about 20-25% as much as gasmobile drivers spend.

I love Tesla’s achievements and their cars. I hate their extreme level of hype.

When I see CPO and other for-sale Teslas with some under 1000 miles and 2013 models, others under 5000 miles also 2013 models, I think “what other cars were the owners driver as well?”

The ones doing long commutes, driving like a workhorse, are the ones making a difference. The ones buying the MS as their 4th car at home or just to get a few months of launches under their belt then let it go, they are not helping much other than to boost the TSLA stock price.

What percentage of luxury sedans are being used for daily commutes? That’s hardly a fair comparison. The proper comparison would be to other luxury sedans, not to cars people typically use for daily commuting. A luxury sedan is unlikely to be a family’s only car, regardless of whether it’s a gasmobile, a BEV, or a hybrid in between. Tesla is selling cars in the market segment in which it can compete, and thus make a profit. If Tesla tried to sell cars today in the market segment of smaller, cheaper cars, then it would have to price themselves out of the market. EVs won’t replace any oil-powered miles with electric-powered miles, if no one buys them! Tesla will start selling less expensive, smaller cars as soon as it can… as soon as the Gigafactory is producing battery cells in volume and development of the Model ≡ is completed. Only then will they be able to sell a car more suited for commuting, and still make a profit. And also, Bonaire, there’s one more thing you’re missing: Those low-mileage Model S’s which are being sold as used will go to second owners, and possibly someday to third owners. Most of those… Read more »

I don’t see where they said their slide was false. They just clarified that the 2018 refers to full production while they have always planned for limited production in late 2017.

The other way to interpret it is given the slide says “$35k 200 mi-range EV planned for 2018”, it’s possible the ones they release in late 2017 won’t be the $35k base model, and it’ll be 2018 before they release that version. This would match with how they did previous launches (the early ones off the line are more expensive “signature” models and the largest pack size option).

where does it say 2018? i looked thru the slides, it is never explicitly stated . just curious

thx, i guess i looked at that slide, and while i agree it looks skewed towards to 2018, it doesn’t say that. Just interesting that a visual interpretation is being viewed as news. No doubt there is alot of execution risk and tesla has always been late… news vacuum i suppose

Yes it’s slide 23 and clearly says “planned for 2018” http://insideevs.com/wp-content/uploads/2015/06/model-3-2018.jpg