EXCITING NEW 4680 INFO + TESLA OPENS Q2 QUESTIONS

EV Channels Review

This episode delves into crucial updates regarding Tesla's 4680 battery technology, Giga Texas production, and Q2 earnings. The most significant revelation comes from The Limiting Factor's teardown, suggesting 4680 cells achieve an energy density of 272-296 Wh/kg, comparable or superior to 2170 cells, despite the added weight of the structural casing and lack of silicon in the anode. This implies significant advancements in electrode thickness and potential for future improvements. The analysis explores various pack size and weight-saving scenarios, concluding that Tesla has made substantial progress with the 4680, even if initial vehicle efficiency gains aren't dramatic. Updates on Giga Texas indicate production nearing 1,000 cars per week, while Giga Berlin has received approval to sell test production vehicles. Analyst sentiment remains mixed, with Morgan Stanley lowering its price target, while Truist initiated coverage with a buy rating, highlighting Tesla's future potential in volume, innovation, and AI. The report also notes a significant rise in US EV market share to 5.6% in Q2 2022, with Tesla remaining the top-selling luxury brand.