Tesla Gigafactory Unchanged Outside, Expands Inside – New Drone Video

Tesla Gigafactory

FEB 1 2018 BY MARK KANE 24

The battery (and powertrain) facility Tesla Gigafactory 1 remains unchanged in size since the last flyover video recorded on August 17, 2017 by California Phantom, some six months ago.

Tesla Gigafactory

The latest photos provided by Teslarati reveal no expansion on the outside, excluding the newly paved parking lots.

Well, we hoped that the building will be expanded step by step and take shape of the visualisation (see on the right).

At the same time, “sources working at the factory” report  upgrades inside the factory.

Construction permits filed by Tesla in July 2017 revealed a $4.9M project addendum to an existing Section G of the facility and a $9.18M HVAC system for an ‘air separation yard’ project. Permits for several other multi-million dollar projects were filed at the time, but nothing in regards to new sections being added to the building.”

Tesla is also hiring more workers for all sorts of jobs within the factory.

We have our doubts regarding the current size of the building being enough to handle all of the Model 3 battery cells and packs needs (as well as powertrain and energy storage systems).

Tesla Gigafactory 1 in Sparks, Nevada seen in aerial drone snapshot taken on Jan 23, 201 (source: Teslarati)

Source: Teslarati

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24 Comments on "Tesla Gigafactory Unchanged Outside, Expands Inside – New Drone Video"

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A solar company that doesn’t have solar roof.

I’m sure that’s coming… someday. I was wondering why the delay and I hope it is because they are waiting for an improved version of their panels to get into production.

Yet. Just opened Buffalo. Customer backlog first.

(⌐■_■) Trollnonymous

Damn, you beat me to it……lol

Here is an example of another Tesal factory

Compare roofsize to cars/semi-trailers
https://i.imgur.com/lcgEj21.jpg

https://electrek.co/2018/01/16/tesla-tilburg-factory-new-massive-solar-array/

I’m perplexed at the slow progress, doesn’t Tesla need the facility at full capacity to fully support the model 3 rollout? Are they going to be able to complete the facility without causing bottlenecks for model 3 production?

Nope, Bottlenecks are inevitable. Rome wasn’t built in one day.

No it wasn’t but I think they need to kick things up a notch, they aren’t even half complete and are almost four years in.

Tesla is getting low on cash and concentrating on expanding service centers and supercharging. I doubt we see the gigafactory completed until 2020.

Tesla doesn’t need enough cells for 1M this year.

They need enough for ~333k cars and if they can’t build that many cars they can use the cells for powerwalls and powerpacks.

No use in expanding the building to have the extra space sit empty doing nothing.

Once they have all the machines working at ~75% capacity they can expand the building and order new battery cell/pack machinery.

More like 100-150k cars worth of cells from the Gigafactory.

100k cars worth of cells are still being imported.

Good jokes in the comment section here! I’ll revisit this next year when Tesla apologists will be singing “what’s a 2 year delay for a company that will dominate the world in 50 years?” while the Titatnic sinks to the bottom of the ocean.

“No use in expanding the building to have the extra space sit empty doing nothing.”

Could use the space for more Potemkin village parties for the Teslemmings 🙂

The jokes on you Eloonatic!

What you need is a rubber room since you are in denial that Tesla is growing rapidly and successfully and you and your Seeking Alpha idiots are losing every increasing amounts of money.

No, they do not need the ultimate size for Model 3, but after they add Model Y, Semi, Pickup truck… yes then they will have to expand more.

Given the 6 month delay in ramping up Model 3 production, it shouldn’t be surprising that there has been a similar delay in Gigafactory One expansion. After all, the main purpose of Gigafactory One, at least in the near term, is to supply batteries for the Model 3. That’s something that even some Tesla fans seem not to understand.

I think this is a rational explanation, but I think also a signal that they really need the cash flow from high volume Model 3 sales to get to the next level of growth. I’m sure if cash flow wasn’t an issue they would have preferred to get ahead on construction where they could have. Everything needed to make the Semi, Model Y and Pickup truck will require a lot of batteries too. I know more gigafactories are planned, but as we see with the first one they don’t build themselves very quickly.

That being said it also begs the question, if Tesla was not capital constrained, how quickly could they build a gigafactory?

“I’m sure if cash flow wasn’t an issue they would have preferred to get ahead on construction where they could have.” Hmmm, seems to me that Tesla already is ahead on construction. Tesla plans for a production of 500,000 within just a few years, and last year it was only a bit over 100,000. If the footprint of the building was directly scaled to the percentage of production, then Gigafactory One would only need to be a bit over 20% done. I think the actual footprint is over 40% of the planned finished size? Of course there’s a bit of a fallacy in my argument: You can’t do any production at all if the factory floor space is extremely small. Practicality demands the percentage of total floor space must exceed the percentage of production, so long as the construction isn’t complete. But still, the report here that substantial additions are being made inside the building points pretty strongly to Tesla staying well ahead in putting up walls. “…if Tesla was not capital constrained, how quickly could they build a gigafactory?” That’s a pretty pointless question, isn’t it? With a very few exceptions such as Apple, any company of Tesla’s size… Read more »

The reason I posed the question about how quickly they could build another Gigafactory is that I think they will need to build the next one much more quickly if they wish to maintain their growth trajectory.

My reasoning, if everything plays out as they expect for Model 3/Y, the race will be on by everyone else in the EV space to build more battery production facilities of their own. And the well capitalized players in this space won’t be taking their time in setting up their facilities. This will greatly increase competitive pressures on Tesla putting them in the position to lose market share. The more quickly they can build GF2 the further ahead they could be.

I’m sure it’s only a matter of money, just like the majority of us. You either have the money to do something, you borrow the money to do it, or you ease off on the rate of spending.

No point in enlarging the facility before the space is required. It’s just more to heat / cool/ pay property tax on.

Good to learn of new hiring and expansion of production facilities inside Gigafactory One. This is hardly a surprise, given recent news about Tesla Model 3 production finally starting to grow rapidly.

Tesla is struggling to hire for the current size factory. No point in new square footage if you can’t fill it with workers.

Tesla Drone Flight Indoor Test Center? Expand and offer short term rentals for Drone Wars? ?

“We have our doubts regarding the current size of the building being enough to handle all of the Model 3 battery cells and packs needs”

Why do “we” have doubts about that? Tesla will sell somewhere between 100-200,000 Model 3 in 2018. Panasonic’s part of the GF is more than capable of producing cells for that number of cars.

Current GF size is enough to support full scale Model 3 production. The original GF plan was “raw materials to finished packs” with a dozen or more suppliers co-habiting the building. Instead they bring in processed materials (e.g. NCA cathode powder) and only perform the final steps. That requires a lot less space.

This change in vision is drove GF capacity to triple, from 35 GWh of cells/50 GWh of packs to 105/150 GWh. It follows that they only need 1/3rd the space to build the 35/50 needed for Model S/X/3.