An Inside Look at the Tesla Gigafactory

Tesla estimates the global transition to sustainable energy requires 300TWh of battery capacity, 1000x the current installed capacity

Tesla was in danger of becoming just one more electric car in a market flooded by them. So they started electrifying different kinds of vehicles and innovating charging networks and retail and service, batteries and supply chains. They’re ensuring that the competition has to fully disrupt every part of their operations to even enter the race. Once

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Tesla’s cell constraints are likely to continue over the medium term. Because its most profitable use of cells is likely to be in electric vehicles, we do not expect Tesla’s energy storage business to drive enterprise value meaningfully during the next five years.

Tesla’s vision is simply batteries everywhere, for everything, all the time. And that means Tesla is going to need to produce a lot of batteries.

L’une des décisions les plus importantes qu’Elon Musk prendra pour Tesla – l’empreinte décisive, à l’origine du succès et de l’impact de cette entreprise sur l’industrie automobile – sera de faire en sorte que, dans la mesure du possible, elle fabrique elle-même ses pièces essentielles, plutôt que d’assembler les voitures avec des centaines d’éléme

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