Tesla Gigafactory Update and Drone Footage For December – video

DEC 22 2016 BY MARK KANE 45

It’s time for another high definition, fly-over and update of Tesla’s Gigafactory via Matthew Roberts.

Tesla Gigafactory December 2016 Construction Update 4K

Tesla Gigafactory December 2016 Construction Update 4K

The construction of the largest battery plant ever is now well into construction now in Sparks, Nevada, and will ultimately be able to produce up to:

  • 105 GWh of lithium-ion batteriers
  • 150 GWh battery packs
  • support Model 3 production in the second half of 2017

As you can see from December update video, a few of the middle sections have long been completed fully (good for almost 2 million square feet), and now expansion continues both to the north and south of the existing structures.

The southern expansion, seems near finished and will more than double the existing size of the plant, while the northern expansion that will house”additional module and pack production” and “manufacturing to support Model 3” looks to now be framed out completely.

Video (below): For those who want to contrast and compare Tesla’s progress over the past month or so, here is Matthew’s November fly-over of the battery plant.

Categories: Tesla, Videos

Tags: , , , , ,

Leave a Reply

45 Comments on "Tesla Gigafactory Update and Drone Footage For December – video"

newest oldest most voted

not impressed its like either their stalling or lacking $$$ a lot…

“Expansion” is the word Tesla likes to use.

However, what they “finished” (exterior only) in mid-2015 was a prototype factory.

What they are still working on is the actual factory – compare to the original CG renders from 2014.

We will see when they actually finish the plant and how many GWh they pump out at what pricing compared to LG, Samsung, SK Inno (Eastern Europe/EU, Asia and NA plants) and the Chinese players like BYD (Chinse makers are still mainly domestic but expanding globally in coming years).

Just adding more lines in one plant – instead of building 3-4 plants around the globe as competitors listed above do – is not a panacea to drive costs down.

By 2020-2025 Li-ion cells are a commodity (razor-thin margins) and newer battery types are on the horizon for mass-market adoption (which will cause huge asset write-downs).

PS: Yes, I’m short TSLA.

To clarify my last sentence:

“By 2020-2025 Li-ion cells are a commodity…”

Li-ion cells of course already are a commodity in CE appliances, they will be in EV/stationary storage in a few years as EV sales volume increases.

No large battery maker enjoys great margins, many are in the red or have been for years.

Many pure-play battery makers have gone bust in the past decade (A123…) – the surviving Asian companies could cross-subsidize their battery units. Otherwise, most of them would be gone as well as stand-alone units.

Tesla’s supplier (Panasonic) for both solar and battery cells is basically what’s left of Sanyo. Panasonic bought the Sanyo assets in a fire-sale merger.

Besides, there are better (cheaper and safer) battery types for stationary/buffer storage. It’s very unclear if Li-Ion batteries for cars make sense in stationary/buffer settings.

That’s reality: Musk is slapping a badge on Sanyo/Panasonic solar cells and battery cells.

Tesla’s business is not in battery cells. They have high-value-add products using the cells – battery storage systems and cars. Margins are fine.

Musk is not slapping any badge on the cells. The badge goes on the cars and the Powerwalls and the Powerpacks.

In other words, what you are saying is irrelevant.

That would not be a first.

Can’t the four-consonant screen names just get along? 😉

I have wondered the same myself.

But wait: I have been told repeatedly that the profit margins in producing their own batteries is exactly why Tesla will be better positioned than GM, who simply contracts for their production just like they do for leather or tires.

If batteries will be a low-profit commodity market, why would any automaker expose themselves to billions of dollars in investment and R&D upkeep for something they should just be buying on the market? Why not just let The Free Market build battery factories as the supply requires it?

At the risk of appearing to support the argument of serial Tesla basher tftf, which certainly isn’t my intent, I think the cost advantage of the Gigafactory has been overstated. Tesla touted an approx. 30% reduction in cell costs, but if you do the math, by the time the Gigafactory should have been actually producing cells (supposedly by the end of this year, altho we haven’t seen any announcement yet), the year-on-year reduction in price of about 8% would have brought the price down more than 20%. No, I think the main advantage of the Gigafactory, and the reason Tesla was willing to spend billions of dollars building it, is that the Gf lets Tesla control the rate of production. This has been a chronic problem for Tesla. Despite repeated attempts to pressure Panasonic into ramping up production faster, Tesla over the past 4 years has been usually production constrained by how many batteries Panasonic would sell them. In fact, Tesla repeatedly and publicly flirted with using Samsung for an additional supply, most likely in order to apply more pressure on Panasonic. Apparently it didn’t work. Tesla is going to need to ramp up its battery supply rapidly, in order… Read more »

Nope. The 30% cost reduction would be on top of the 8% year-on-year cost reduction that the entire battery industry would achieve without a Gaigafactory. To claim otherwise is siren song of a Tesla apologist.

Oh, and regarding “not slapping a badge”:

1290 970

What’s that?

Old laser-etched 18560 Cell built and sold to Tesla.

It has their name on it, since the cell chemistry and protective casing were specifically modified by Panasonic / Tesla, for their vehicle applications…

OEMs do this all the time. Have you never seen this done before? Because freaking out over Tesla labeling their own custom component, makes absolutely no rational sense.

The cars are FULL of custom components (like circuit boards and component cases) that have the Tesla name on them. I can’t think of a single company that does not do this with their own proprietary hardware.

In fact, maybe you should look closer at YOUR car?

So the discussion proceeds as follows:

1) “Tesla is slapping their badge on Panasonic cells”
2) “Tesla puts their badge on the cars, not the cells”
3) [picture of cell with Tesla name displayed prominently]
4) “OF COURSE Tesla puts their name on the cells, just like everyone else!”

A serial anti-Tesla FUDster repeatedly moving the goal posts as his arguments are refuted one by one?

I’m shocked, SHOCKED I say! 😉

It’s best to read tftf’s posts, like many or all posts from serial anti-Tesla FUDsters, as a game of “Spot the Fallacies”. We certainly shouldn’t make the mistake of believing anything in his posts is actually true!

Huh? Anon is the one moving the goal posts. TFTF and Spider-Dan are correct; Tesla does slap its name on the batteries it puts into its cars.

It’s best to read Pushmi-Pullyu’s posts, like many or all posts from serial Tesla shills and fanboiz, as a game of “Spot the Fallacies”. We certainly shouldn’t make the mistake of believing anything in Pushmi-Pullyu posts is actually true!

That’s not a cell that goes into a Tesla vehicle. That’s a generic 18650. The top vent design isn’t the kind that goes into the actual vehicles.

The take apart photos of cell from actual vehicles shows no label at all. They don’t bother to laser etch the logo onto them.

> “slapping a badge on Sanyo/Panasonic solar cells and battery cells”

They have never claimed the battery cells are theirs.

No, they have not, but most perma-bull analysts covering TSLA have hung onto these claims.

They claim(ed)that only Tesla…

a) can build long-range batteries

b) is years ahead of any competitor in battery tech

c) has huge cost advantages thanks to vertical integration

a) and b) are obviously not true with the new Renault ZOE (180 miles) and the new GM Bolt (238 miles) shipping well before the Model 3.

We will see about c), but LG Chem has signed up so many car makers as customers that they will likely beat Tesla/Panasonic on pricing – at least on current Li-Ion batteries.

tftf said:

“a) and b) are obviously not true…”

…just like everything else in your posts.

Hahahahahahahahahaha
You forgot to mention the earth is flat as well, which will negatively impact Tesla profits- obviously.
Excuse me while I return to laughing at your post
Hahahahahahahahahaha

tftf — You are ignoring the fact that the gigafactory is already live in building other products for Tesla. Batteries are only one product of many that the Gigafactory will be used for.

Noob it’s madness to short tsla, its undervalued or at least short from 285$$.

Also the finished part is already producing cells, batteries and other stuff… things are happening, BUT this is not a mere factory u peasan..

THIS IS AN ALIEN DREADNOUGHT!!!!

aa,
“Also the finished part is already producing cells”

They are? Did I miss the start up of cell production?

Well, I just checked Google News. If Tesla has announced that cell production has started at the Gigafactory, then the news is being remarkably well hidden!

Any news on battery cell production? According to Tesla, “we expect to begin battery cell production by the end of this [2016] year.”

I seem to recall that Musk said GF is not on critical path to M3 and implications of the delayed actual start of the battery cell production.

> To the best of our knowledge, you don’t have to worry about the Gigafactory as a constraint to Model 3 . . . It does not appear to be anywhere near the critical path for model 3.

Well, Tesla still has a few days to meet that goal. Hopefully they’re not gonna crank out a token few just to be able to say they did that in 2016.

But if Gigafactory production is delayed for a few months, then unfortunately it will be on the critical path for M≡ production! Here’s hoping Tesla will avoid that.

I’d like to know when they make the 1st cells and they start rollout into Powerwalls and Packs. It should be by December 31st to make the 2016 production date.

I still can’t pin down exactly what batteries Tesla is going to use for Powerwall 2.0’s that are supposed to begin delivery any day now.

Once source said Samsung 2150’s, another said Panasonic 18650’s, and yet another implied that it would be Gigafactory Tesla/Panasonic 2170’s.

Anybody know for sure?

Is there going to be railroad access on site? Just seems like when you’re talking “Giga” scales that rail would make a whole lot of sense to get product in and out.

I read there was going to be a dedicated rail spur built.

“A spokesman said the site was selected for several reasons, including rail access that will move the batteries to Tesla’s car manufacturing facility in Fremont, California.”

Googlemaps is showing the rail line to the north-west in Clark at 2.4 miles from the Gigafactory site.

Where’s the solar cells?

On top of all the SuperChargers…oh wait, oops. Maybe next year, capital needs to go to production machinery.

Anderson and Pella called. They’s like to submit another bid.

It’s going to be HUGE!

When Gigafactory is completed Tesla will dominate EV manufacturing. All the ICE manufacturers will regret not competing for EV market.

Hundreds of gas cars in the parking lots.

Preach water, get water subsidies, drink wine!

PS: What’s the CO2 footprint of Elon Musk^s mansions and private jets / car park?

Far lower than Trumps. 😉

Yea, that’s why they are building a Gigafactory. So they can build batteries in order to build Tesla M3’s in order for more people to be able to afford to drive a Tesla.

Do you think the people who built Ford’s Model T factory got to their jobs every day by driving Model T’s?

LMFAO,

so says the serial anti-Tesla troll who is a Tesla stock shorter and attempting to manipulate Tesla stock through his endlessly repetitive and whining FUD!

So tftf, what is your CO2 footprint and while we are at it how about Spiegel’s, Wahlmans’s, Niedermeyers’ and all the other Tesla-shorters and professional stock manipulators who you hang out with over on Seeking Liars?

The bottom line is that Musk has done more to force our light transporation sector into at least a path to sustainability and he is FORCING the laggard OEMs into starting to build compelling long-range PEVs like the Bolt, thank you very much Elon!

As far as having factories all over the world that will happen too but you have to start somewhere and its better to have your first Giga where it can easily ship at a low cost to your factory down the hill.

I guess they didn’t teach you fundamentals like that at your stock-shorting class did they?

If Tesla said they were building another GF, then the FUD would be that they need another money raise, and they can’t make a profit. Basically a no-win situation with the FUDmeisters.

BTW: The GF saves transportation costs, the chemistry is Tesla IP, the GF makes more than batteries.

I believe the battery chemistry is actually Panasonic IP.

Yes, the actual chemistry is not Tesla’s. Tesla’s battery patents are for the battery construction, like these:

http://www.freshpatents.com/-dt20100603ptan20100136421.php

http://www.freshpatents.com/-dt20100603ptan20100136407.php

Tesla also has a long list of battery pack and battery charging/monitoring/wiring patents. But no actual battery chemistry patents specifically.

Interesting to see the eighteen HPWC’s and the two superchargers on site for the many Tesla drivers that work at this facility daily. …about 45 seconds into the video!! Awesome work being done here. Keep it up Tesla! You are doing a great job doing any and everything to keep us below 2°C. The only Blue Marble we have.