Tesla's ENERGY SURGE: Megapack Factory Rises in China!
ฝัง
- เผยแพร่เมื่อ 27 มี.ค. 2024
- Follow Hans Nelson on X: @HansCNelson
Follow Hans Nelson on TH-cam: @HansCNelson
Get Free TESLA Milestone Tables
My website: www.TeslaInvestor.com
Check out 15+ modules of resources for the $TSLA Investor
Join this channel or Patreon to get access to perks:
Get free access to 15+ modules of TSLA investor resources
Become a member: / @brighterwithherbert
Become a Patreon: / brighterwithherbert
Use my referral link to buy a Tesla product:
ts.la/herbert23392
❤️ Thank you to everyone who supports me and this channel! I really do appreciate your likes, subscribes and comments.
Let's get brighter!
Website: www.herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities.
Author is invested in many Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #TSLA #stock #ElonMusk #investing #teslabot #technology #ai #TeslaNews #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD - วิทยาศาสตร์และเทคโนโลยี
I hope this video helped you get brighter about Tesla!
My website: www.TeslaInvestor.com
See the MOST comprehensive resource for the $TSLA Investor
Get FREE TESLA Milestone Tables
Join this channel or my Patreon to get access to perks and free access to 15+ modules of TSLA investor resources
Join this channel: th-cam.com/channels/4DBLlq1x0AKmip1QJUcbXg.htmljoin
Join my Patreon: www.patreon.com/brighterwithherbert
Use my referral link to buy a Tesla product: ts.la/herbert23392
Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments.
Let's get brighter!
Herbert
I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Michelle Stewart.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states..
You trade with Michelle Stewart too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Great show and spot on !! I'm a former 25 year utility employee.
Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last month 2024..
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Sincerely speaking. I will continue to trade and stick to expert harr iet daily signals and guides as long as it works well for me...
Woah for real? I'm so excited. harriet dixson strategy has normalised winning trades for me also. and it's a huge milestone for me looking back to how it all started...
I'm new at this, please how can I reach her?"
Tesla energy storage is what convinced me to go all in. Now FSD is closer than ever, AI and Optimus are potentially huge. Have we ever seen another company like Tesla?
Fsd will be in 10 years
@DD-dl3io No one knows when it will be. However, the stock will react before the naysayers' most bearish predictions.
Thanks Herbert & thanks Hans .. you are a both very eloquent speakers. It is pure enjoyment to hear you dive into a multitude of complex technical subjects with ease and confidence. 🎉👍🚀
Great show. Very important and largely unappreciated Tesla topic. You are the best Herbert/Hans and the rest of the gang!
Nuclear is only potentially affordable for addressing baseload power demand, not seasonal loads. Hydrogen fuel cells are also super expensive for addressing seasonal peaks. Hydrogen from nuclear would be worst of all economically. Battery energy storage, pumped hydro using obsolete coal mines, etc. are a lot more economical than either nuclear seasonal peaking or nuclear to hydrogen to fuel cell for seasonal peaking.
Look at Georgia's latest nuclear plant and you will know why nuclear will never scale
Wow. Tesla does more than make and sell EVs…? One would never know if you listen to WSJ / WS. Great info. Thank you.
Great conversation guys thanks !
Great discussion
😮🎉❤ Energy providers are extremely valuable in connecting people. I really appreciate listening to your discussions about technology and how we reach out to each other.
I went to the World's Fair in New York in the early 60s and have been excited about tools that help people share and come together across this beautiful world.
Thank you so much, Herbert, for your excellent conversations with your intelligent guests. I look forward to watching you post your amazing podcasts.🎉😊❤
This is a great topic, would like to hear more about it with another guest.
Cheers guys
Given the threat of some solar mass ejection event knocking out our power grid plus the threat of EMP nuclear bombs it might be worth EMP hardening these so that they can back up the power grid which would be prohibitively expensive to EMP harden.
A mega pack factory cost 400 million to stand up. From that you get 40 GW hours of megapacks per year. And around $20 billion of revenue, and around 3 1/2 billion in earnings. based on capital cost versus revenue and earnings and projected sales Tesla should be building two or three more of these. However, I might be missing something in terms of available battery production. Right now there’s an excessive batteries, but that’s unlikely to last as the macro environment improves. it’s also possible that the construction teams needed to stand Megapack farms up are very challenging to put together.
Good show…
better to transmit data than energy. site the data processing centers near generation facilities - West Texas wind farms w/ megapacks for any still times. there are power losses per KM power is transmitted over lines.
Herb. Data Centers for Tesla WILL BE IN SPACE.
Maybe Tesla Energy will announce the production of the needed transformers.
If left to the free market, we may be shit out of luck.
And also designing in Waste, Heat utilization
@1:31 I expect *Tesla* energy storage ( *MegaPacks* ) and control ( *AutoBidder* [pure profit,]) to be far easier to ramp up, produce, and sell than the automotive side of the business.
It's revenues are going to be _lumpier_ because the sales come in the *_millions of dollars_* per sale as opposed to the *_thousands of dollars_* on their consumer side.
Maybe New data centers are designed with their own power, production, solar and wind and Batteries.
Although they can throw up a megapack factory quickly in a small footprint, where will all the batteries come from? that is to say is there sufficient batter production capacity around the world. I think battery factories will have to be built at the same pace or even greater than megapack factories.
mepacktories are to make teh batteries too
I estimate that a ramped Lathrop will generate at most, a dollar a share in earnings. We need 10 Lathrops to move the earnings needle.
As TESLA vehicles are traveling around the World, i dnt see why NOT....
Each Vehicle have a smaller Starlink, that way as the data is collected from Teslas in Hawaii, in Morroco, in Philippines, in Alaska, Starlink sends it to a starlink Sattellite and Tesla just hires Space X....
To Launch-Keep -on Orbit a Full Starship Data Center in Space... Starlink Collects Data--- and Solar Energy and data from Bots and Cars goes to the Stars. (Being in Orbit-Not- in any Nationalized Land- It is not at risk of War. It can be moved to another Orbit - powered by Solar)
The Tesla master plan part three had a very large solar panel farm implying ever cheaper panels that are also higher efficiency due to latest research, we can generate a lot of the near term needs building large solar farms with mega packs near every town and city on and off the planet…
I have a question. Can FSD be adapted to work on an ICE Car?
Despite all the financial struggles i and my family faced, everything is finally falling into place! $47,000 weekly profit and riches I'll always praise the Lord!!!
Thanks for the advice! I'm new to financial planning and wasn't sure where to start. Any tips on finding a reliable financial adviser or resource to guide beginners?
Sincerely speaking. I will continue to trade and stick to expert Wil burn daily signals and guides as long as it works well for me.
I agree. Based on personal experience working with an investment advisor, I currently have $1m in a well diversified portfolio, that has experienced exponential growth. It is not about having money to invest in stocks,but also you need to be knowledgeable, persistent, and have strong hands to back it up.
she's mostly on Telegrams, using the user name.
@christenfx77💯 ...... that's it
......
*Valid point about India, needing a battery factory more than a car factory to bring down energy costs.*
Im not seeing how these energy storage warehouses have anything to do with supplying energy to the data center/AI demand facilities, and dont see a large demand/market for them. All it is is a warehouse of batteries, that could possibly supplement a grid when its overdrawn. But that doesnt really solve the problem. Nuclear solves that and nearly every other power issue. Solar and wind are not only comically inefficient, they are ridiculously fragile and need more maintenance/upkeep than its worth. I can see the Megapacks having use in niche cases though. But we should be mining every crumb of coal, drilling every drop of oil, building nuclear power wherever is possible, and just flooding the market with as much energy as we can. FAR too much bureaucracy right now
Susan Boyle - I Dreamed A Dream - Britain's Got Talent - April 2009
TheSBFII
I think geo thermal and solar make good companion energies. Plenty of heat in the earth and light from the sun.
The mega pack factories, should be much easier to build than the giga factory. Is there any reason they can’t build several at a time, once they confirm the building and ramp timelines??
I don't think they like to because of a lack of expertise but also because efficiency improves dramatically with each generation of factory. Say they built ten now, all over the world. Competitors would soon build a second-generation factory and thereafter a third. In five to ten years, Tesla might be uncompetitive.
Maybe these data centres could deploy Small Modular Nuclear Reactors.
And waste money.
Why doesn’t all Tesla factories have solar roofs.
The car park areas outside of each factory would also lend themselves to be covered by solar panels.
Probably also enough space to locate a few wind turbines
Solar on the roof of Tesla factories is happening.
BRB just going for s smoke green
You may have to use SpaceX to send solar devices outer space and harness the light from the sun. Then beam it back to earth.
Enough sun light on the earth’s surface, space devices are too expensive to be economically feasible!
Elon has asked people to stop asking about this as its feasibility is too far off.
I been buying since 2019 and have a considerable amount of Tsla shares but
now I kinda slowed my buying down over the past 12 months due to the relentless negative media coverage, But It’s getting exciting again so what to do ???
Always buy the dip, you won't be disappointed in the long term if you are young enough to reap the benefits.
@@Haffy1952 And there in lies the problem I’m 61 I guess I got a couple more years working but I’m ready to chill now. I’m gonna see what q1 brings and buy if it drops but that’s it! Sure if I was just ten yrs younger I’d be ploughing into the stock
Peace
Why would India need large battery storage?
How many videos of the exact same content, with the exact same guests can Herbert produce in a day?
Not enough! Thanks, Herbert et al.
If Tesla knows that transformers will be in short supply, why dont they start making them? They cant be that complicated to make
Ask your E.P.A.
Those two small prefab structures on the trailer in Wu Wa's video are preexisting structures being removed. They are visible on Google Maps satellite view of the site, which is about 1 km SE of Giga-Shanghai. Nice to see they're starting site preparation! They'll probably start demolition of the existing concrete that they won't be using, then lots of earthwork will be next. Exciting!
Doubt we see any Material Revenues out of Shanghai MP, until 2026.....
Don’t sleep on the heat pump product proposal either. It’s a matter of time.
Back
New nuclear is crazy expensive and can take more than a decade to bring online. Solar and wind are cheap, although intermittent. The reason utility scale batteries are a great business is that they will largely fix the issue of intermittency. Small modular nuclear is not happening fast enough to make much of a difference. Elon says nice things about nuclear maybe because he’s tired of making enemies, but the truth is: If the utility scale battery business is half as successful as he is talking about, it will be a nail in the coffin for nuclear. The biggest advantage of utility scale batteries is that they will benefit from mass production, widespread use of battery technology by other industries, Wrights law, and much easier citing concerns.
They have to be battery constrained or they would have thrown up multiple factories this year. Cybertruck, semi, sexy & megapacks must have them short.
Exactly my thinking as well. I feel pretty certain that battery constraints are more of a limiting factor than is being acknowledged.
If there wasn't a serious battery constraint then there would have been no reason not to have already started multiple more megapack factories around the world.
Seems like battery constraints were probably the main factor behind the Cybertruck release delays too, IMO.
why this is not priced in I just don’t know
*Elon needs MORE MEGA PACK factories, FAST, another 2 this year needs to get underway.*
Is Tesla also building a battery factory to feed the MegaPack factory?
I don't think so. They are relying on battery partnerships (such as CATL) for the cells.
Consider HVDC transmission over fuel cells, seasonal storage.
Hydrogen is wasteful of energy, a difficult fuel.
Nuclear just too slow, too expensive.
BESS arbitrage.
Ignore the cheapest side, that hardly varies, just turn off wind & PV.
It’s the demand spikes that count. $15,000 per MWh.
Shot gun effect, mega pack, cars, bots.
Hey guys, can you talk about these Billions of Cars (ICE Vehicles) in the USA that are 25 years old and younger and are running strong and still runs well.
They will exchange hands for a while. Unless the government would pass Cash for Clunkers many-a-times more and literally destroy these cars upon trade in to get them out of the doors.
You guys NEVER EVER discuss, why China is large car market, it's because just few years ago, every single Chinese was riding a Bicycle. Now they are buying their very first cars.
The USA, the EVs are advertised to try to replace an already paid-Off-very reliable ICE vehicle.
We needed to have an ICE destroyed for every EV subsidy to buy a new car.
The More USed good EV out in the market and allowing for a strict "Crushed-ICE" Trade in to take out an actual ice car off the streets and direct EV replacement.
Just like , replacing a coal fired plant for every Solar Farm Created. This is NOT the model of the USA.
We sell the ICE vehicle and buy EV, the ice vehicle sold will work for 30 more years, this slowing down the transition.
In China, there was NO Existing ICE vehicle for every EV sold. Rather, a bicycle got retired.
I am just wondering why China is developing more coal fired plants when they seem to be producing more batteries as well and not taking Elon's way and producing more mega battery storage facilities? Also why nuclear is not making a comeback as well.
Because USA their electricity use is pretty stable for the last few decades, while China's electricity use is growing like a maniac. So China grows in wind, solar, coal, gas, everything and still want more.
China has closed many thousands of inefficient coal plants and they have built some supercritical coal plants. Those coal plants were started years back when wind and solar were a lot more expensive.
There are a number of things about which one can criticise the Chinese government, but we do need to give them credit for being able to do math.
Hello guys
Hans, so hot right now. Hans.
🏆🏆🍻🍻🍻🍻
What happened to landlines and cell towers will happen just as fast with energy.
Herbert, instead of “much more bigger” try much larger. ❤👍👍
Thanks grammar police! 🤐
I think you guys are getting ahead of yourselves.
All permissions are secured for Mexico and the construction date has come and gone but work hasn’t even started
And you guys are sitting and dreaming about an “India factory”.
The next bull run is coming for EV companies. NIO will be TSLA's main competitor and the 2nd leading car manufacturer in the world by 2035. Once TSLA releases the Compact TSLA in late 2025 this will cause demand to soar. Everyone in the world will be driving fully autonomous electric cars by 2040 produced primarily by TSLA and NIO. The stocks have both been crushed by demand concerns, but a large scale compact affordable EV hasn't even been developed yet...we are only at the beginning. The rapid transformation is coming.
In my opinion Tesla is putting to much business in a country, ie China, that has no problem in shutting any company down that it feels like. Huge TSLA bull but nervous about our asian footprint.
That would be a dumb thing for China to do.
These nations are not as monolithic as we are lead to believe. In every industrialized country, there are educated classes of technicians that are answerable to physics and the political climate. This is provable by the existence of a latent media that must manufacture consent just as we have in the West.
This goes for China, Russia, Ukraine, North Korea, Saudi Arabia, Iran, Libya, Venezuela, Mexico, etcetera.
There is no mythical strong man that can whimsically dictate. All, "leaders," are answerable to their centers of power. This is called materialism. Social forces are only as strong as their support.
I think Asia has allways been much better for Tesla then any other continent. In USA Tesla is under heavy attack by piles of people and politicians. In Europe so called environmentalists perform actual terrorist attacks on their cars, factories and even employees.
Since the data center is require so much energy and the grid can't handle it yet, it sounds like Nvidia is the one that is constrained and maybe overpriced. Tesla is offering the solution and appears to have years worth of orders backed up. At some point Nvidia will be oversupplied.
Jabba the Hutt people in years lol
Wedbush say 2024 a "NIGHTMARE" for Tesla but Elon can save the ship
The Electric Viking
Please, no more nuclear stupidity.
In order for nuclear to be acceptable by the market costs have to drop approximately 80%. And the high cost of nuclear is not caused by regulation. At least by any unnecessary regulation.
Nuclear reactors take, roughly, ten years to come online.
A major solar farm can be constructed in less than a year.
A major wind farm can be constructed in less than two years, sometimes less than a year.
On top of that we don't need to wait for a solar or wind farm to be completed before it starts generating electricity. Racks of panels can be hooked up on a daily basis. It takes only three days to stand a wind turbine and connect it to the grid.
Imagine doing a video on energy storage and not knowing what BESS stands for.
Then the other clown says America was virtually the only nation in the World with landlines 😂😂😂😂
Do any Americans know what a passport is?
@4:44 I expect that *India* will _never_ buy *Tesla* _anything_ from *China.* (They _truly _*_hate_*_ each other._ )
I also expect that *Tesla's* strategy in *India* will shift to offering *MegaPacks,* 4680 cells, and software before they bring in their autos.
*India* has _major_ problems with their infrastructure, political systems, religions, and _corruption._ *Tesla* has *_other_*_ fish to fry._
Just embarrassing.
Be specific or admit you’re clueless.
Your guest is a fool for saying TESLAshould stop producing solar panels. This stupid statement proves his lack of sophisticated understanding of our inability to replace China's panels should we end up in a war with China >>> which China has stated openly for the last 5 years we would be in by 2027.
We need TESLAS mfg capability and their financial power to carry the business.
In reality we are at war with China.
Look how they have stolen Optimus design and created a not with greater specs. Not saying it's a better machine. I'm saying stronger spects. Technical specifications.
We must compete and if our financial and govt agencies don't stop injuring TESLA we WILL loose the competitive advantage. Our govt should be working to help TESLA, not stifle it's progress.
I'm not sure producing solar panels is something Tesla should be doing. Other US/US friendly companies can do that. Tesla needs to do innovative things and push technology forward, faster.
No meaningful impact to the overall classification of $TSLA being a car company as yet. Hence stock performance to reflect this.