Maxwell Tech also had another project that Tesla intergraded into the Models they are now building.Regenerative Suspension, Another way to get lost power back to the battery.
Tesla’s purchase definitely needs more credit in the media. Battery energy density is definitely going to be improving soon, and even though dinosaur juice has an energy density of approximately 12500 wh/kg we still do not have an efficient way of converting it into mechanical motion. On top of that, the energy density of gasoline is fixed, while new battery chemistries are always improving their energy and power density.
Mattson McCraw Tesla fighting against a hugely funded FUD war, funded by so many global disrupted industries its not funny. Even the advertising industry, as Tesla don’t use that
They have to handle this very carefully, because the second it gets out that they are about to release a 400 mile car, or 500 mile car, that is comparably priced (or possibly cheaper) and lasts twice as long, then sales of current vehicles will tank. It will be very hard to keep that kind of thing a secret. I hope the tech really is production ready like Maxwell claimed, and that Tesla/Panasonic can scale it up quickly. I think switching over a few lines to use for semi pack production will be a good start, and allow them to test it out. If everything works out they need to be able to swap over the rest of the lines very quickly. I also hope there is no battery investor day until it's ready to be put into production. Reading between the lines, "later this year" for investor day would roughly line up with rumored refresh of S/X. It might e cutting it too close, so maybe it's 1) improved motors/power electronics, then 2) interior refresh, then 3) battery pack upgrade. Each change brings in a wave of new orders.
@@gigglehertz i can see Elon Announcing "Every S|3|X|Y rolling out of the Factory right now has this new Battery Technology already included, but the range gained by this technology is not enabled yet/software locked" at this Battery Investor Day
ultra capacitors still hold less than a Li-Po battery. It would be a more efficient use of limited space to just go with batteries. using both would have no additional benefits. batteries wouldn't charge faster. The capacitors would charge fast then slowly charge the batteries if configured that way. opposite way is using the batteries to charge the caps. which itself is pointless. either way its bottle-necked by both the batteries charge rate/life cycles, and capacitor energy density. there is no "best of both worlds" by using both together. which is why no one does it.
DarkShadowsX5, stop-and-go traffic, which of course is pretty common, is one place where uptracapacitors can potentially help in terms of battery life. Regenerative-brake into ultracapacitors, and then, as you alluded, “leisurely” recharge batteries from the ultracapacitors only if that regenerated charge isn’t promptly re-used for acceleration. The point being that it often will be, and the ultracapacitors can resupply it at *very* high power. I can’t recall which particular ultracapacitor company it was, but their CEO said, amusingly I thought, “we’re not in the kilowatt-hour business; we’re in the megawatt-second business!”
Thought I heard Maxwell CEO mentioned faster charging and more charge cycles as benefits of dry cell construction? With a million mile battery part of the gain has to be more charging cycles. It will be interesting to see.
Looks like you missed Maxwell's super capacitors completely. I'd imagine they'll be used for breaking energy capture, faster charging/improving battery longevity.
Maxwell is in more markets these could be helpful for tesla: - automotive: active suspension, backup-power for eCall and doorlock - heavy transportation and industrial: trains, buses, trucks, cranes, generators; bridging power and grid/voltage stabilization, braking energy recuperation - grid stabilisation, wind and solar power smoothing, hybride power storage - energy storage for windturbine's emergency pitch control system
@@dlbdlb3919 yeah and? Tesla is still the company with the best technology and intentions... Gotta love a guy that doesn't believe in technological advancement.
@@quartqwertbudisgood I doubt cobalt is more toxic to people in general than ICE exhaust fumes. Current mining standards in certain third-world countries might not be the best at this moment but there's certainly room for improvement
Well alrighty then, tell us more. How is the job? Good pay and fun environment with enjoyable coworkers? Are they hiring and is there enough housing for all the employees in Reno? Do you all drive Tesla or do you car pool? Are there big mines and trucks delivering lithium daily to you? Fascinating business out there.
Why won't people understand this? Caps aren't as energy dense as Li-Ion batteries. The "super" is compared to a regular capacitor, but it doesn't make them magic. They are used in shitty hybrids where there isn't a big enough battery to soak up instantaneous regen electricity, as a cheap solution that is not as good as just having a bigger battery.
@@rogerstarkey5390 What different reason are you referring to? Recuperation? Batteries don't like if too much energy was pulled from or filled into them. Capacitors are much less bothered about it, as it holds the charge physically, instead of by chemical means. The charge can thus also move in and out much easier and faster. So it can be a nice addition (later perhaps even a substitute, once it has enough energy density) to the battery, allowing more kW's for the system (with less heat).
@@gigglehertz Yet... But in theory it could be done. Would be great as the charge can move into or out of them much easier and faster, with less heat, etc. Until then (comparable energy density) it can be a good addition to the regular battery, allowing even more intantenous power. Also backwards (recuperation). Can't it?
Tesla already pulls massive acceleration, the maxwell capacitors might allow for reduced weight (thus longer range) and faster charging times. My impression is they could use those for the typical daily/commute mileage so that people can charge like gas stations if they live in apartments and condos. The battery pack would be a hybrid pack containing, say, one module of maxwell and the rest of the modules in the pack consisting of Panasonic's 2700 cells.
@@dlbdlb3919 I currently own and love my Kia Niro EV. I already have a 282 miles per charge range. I will definitely watch kia because they have a much bigger budget for improvement in their EV car technology and they also make great sensible cars for the working man.
I never knew so many people hated Apple. On a less sour note, the supercapacitor technology will go a long way in advancing many aspects of the EV car industry. Not only Tesla but the industry as a whole. Matt, I really enjoyed your video and thought it was well presented. The audio was good too.
Thanks! And I’ve been surprised at how many people have reacted negatively to the Apple comparison. I find it funny given Apple also had a highly divisive and visionary CEO at the helm. Glad you liked the video!
Faster charging (under 15 minute supercharger) Faster discharging (0-60 better times) Lower cost ($35,000 Model 3?) More energy density (290-390 Model 3 range, and 1,000 mile Roadster) Definitely lovin' on Tesla
Charge and storage technology is the holy grail of solar power and electric cars. Any advance in lowering cost and improving efficiency of storage devices is a good thing. And, if that advance is also cleaner, it's a win, win.
Great video. I like what you said about the alternative to more range. Range is fine already. Reducing mass means better performance. Reducing the number of cells needed per car means you can make more cars because battery production has been the constraint. Your point about needing less floor space is also huge. 16x??? Wow! That means room to do more in the space they save.
Thanks! If I were a betting man, I think they’ll be going the fewer cells route. We’ll see the same range or slightly better, but they’ll be able to pump out more cars at a lower cost.
Don't forget about "hybrid batteries". A mix of super capacitors and the new li-on try you mentioned... Imagine a lightweight super cap pack in addition to your battery, worth about say 10kWh or so. You would pull into a super charging station and receive a 10kWh charge in seconds, not minutes. Thus would be a super cap bank to support cap bank transfer behind the scenes at the charging station. If that's all you needed to get home then you'd be in your way again in literally 120 seconds. This super cap bank will also make regen breaking closer to 100% efficient. Today the li-on battery cells just don't have the ability to recharge or discharge as quickly as the regen allows at maximum regen or for that matter discharge fast enough for the electric motors to ever see their maximum power ratings all at once. This solves the max performance issue and greatly increases regen and over all efficiency. Plus don't forget super capacitors are immune to temperature hot and cold extremes! No more losses due to sub zero weather. This cuts down on phantom battery drain also as a vehicle sits. Lastly, a super cap bank would lend greatly to li-on battery packs longevity. The super caps would be a type of "buffer" used to slow the discharge and recharging rate of the battery pack as the cap bank would do all the heavy lifting required for maximum recharges and discharges. This buffer would virtually eliminate all shock and stresses the li-on pack would ever see. Couple that with the cap bank buffet not ever letting the battery pack ever see extreme charging and discharging states (like never letting the battery ever physically be below a 10 percent charge or above a 90 percent charge, because the cap bank buffer would take over and cover the last 10 percent at both ends under software control) and you've got a hybrid battery pack that would virtually never wear out in a lifetime of driving.
@@alexanderhamilton8585 no, just something to look forward to. I bought a Tesla two months ago and I'm glad I did. And the future of battery technology looks very bright. Today's Teslas get plenty of range. The future will be more capacity and faster charging speeds
Okay, let said, a software that manages the power battery, combine the Maxwell batteries in the x % flow from the generator mg1 in every coasting or breaking of the vehicle , i know we use brute force energy coming from the generator mg1, I mean the technology is al ready there??
Matt, I stumbled across you channel when I searched for cybertruck info. Weeks later, I’m addicted to your channel, and now due to this I’m obsessed with Teslas. You’re costing me money! Lol. keep up the good analytics.
They are not understood...they are a threat to the old money thus are being targeted at every step we as common citizens need to back them bigtime before the old mines of the world sweep them under the rug!
Chris Cashbaugh I agree! Instead of bringing some *slightly* better products every year to bring in a steady income to the company, Tesla is making huge leaps forward, sometimes rendering whole concepts obsolete and not having time to profit off of it. They just go for it wether they have the money or not, just to continue improving faster and faster
Sébastien Cardinal Yes, I can see why people like Ellison don’t mind throwing $1B at Tesla. He’s probably down $500M right now, but I bet as a board member he can see far into the likely future and he’d be happy to chuck in another $B if Elon asked - just because of the breadth of change these disruptions can bring to humanity and the planet. who wouldn’t want to be a big part of that if you were a multi billionaire with altruistic tendencies. On a side note, It’s a wonder Gates and a few others haven’t chipped in yet. They are all new money as opposed to old cabal money. Smaller but significant. If we could only get the churches involved - now there’s some serious old money there! lol
If Musk and Tesla are misunderstood, we fan boys and fan girls stand to benefit even more. We just had a wonderful two-week share buying opportunity at prices brought to us by the machinations of short sellers desperate to get out. Price now recovering, and my recent 40 share purchase will pay off spectacularly! All good- we can leave the writing of history to the historians...
Combine a smaller battery pack with an ultracapacitor to handle regen and hard accelerations. That would significantly improve the battery pack's lifespan.
@@gigglehertz But that config might be a pretty good setup for a lower cost vehicle intended solely for city cycle driving with high incidence of stop/start traffic...
Another angle may be to consider is the potential combination of super capacitors and battery. I.e. super capacitor can deliver / absorb more energy in a short timeframe than the battery. This is applicable to high regen and acceleration. Batteries are not well suited for this high charge / drain. The combination of the two technologies could be very interesting too
Tesla and it’s cars are the most patriotic cars you can buy. Made in America, for Americans, designed by Americans, and beating the competition. Buy Teslas!
i saw some other thing about maxwell, regarding active suspension; the idea is that ultracapacitors will be used to harness and then utilize the energy created in the compression of shock absorbers.
Great video and info. Maxwell is one of TESLA’s brilliant moves as they set themselves apart further from the competition and the electric car industry
I've been a fan of Maxwell Technologies for years...so stoked that Tesla has then under it's wing! The world wasn't ready for Tesla and doesn't know what to think of them in it's current iteration...they've just scratched the surface as it is now. What are the ANALysts gonna do in the future when Tesla gets even better? Thanks for this video...very cool insight to the Maxwell tech and how it's gonna help Tesla batteries! Cheers, John ;) P.S. You just got a new sub ;)
Yes you missed the shocks or suspension energy recovery every time the car bounces up and down. The tech also came from Maxwell. Well it's probably from Maxwell. Kind of happened at the same time. But there is pictures on line if your interested.
@@JimJCJimbo Ya know I was thinking that too but the way I read the article they made it sound more like the energy that is generated is specifically used to power the dampening system in the suspension. So the first bump powers the system to dampen through the second bump. In smoothing out the ride you do go further. But as a byproduct not directly. Again it's how I understood it. I could be wrong. I'm just saying to the best I can make sense of what I was reading.
Another aspect of the deal you might have missed is one of the significance's of super-capacitors. Bottlenecks of current battery pack include slow to charge (I.E - much of regen from braking is lost because it can't be dumped back into the pack quickly enough) and time to charge the pack. If an efficient and small enough footprint super- capacitor was added to the system, charging could be in minutes (even seconds with a beefy enough charging station) and ALL of the regn energy could be recovered. Also, if made available to the (beefed up) drive system, the additional energy from a super-capacitor could, umm... make acceleration *quite* brisk :)
Not sure that is good logic. If on the P100D, the batteries and motors can output at that rate, they can certainly input back under a similar G force of braking You are correct that on almost all cars, emergency braking is higher energy dissipation than acceleration, as hardest braking is by definition at peak of tyre grip, on front tyres especially. Most cars cannot accelerate that hard. All EV’s /Teslas have mechanical brakes as well as regen, even a P100D does, just to ensure max stopping power (even if battery is full). The potential energy lost in using the mechanical brakes for emergency braking on odd occasions is small, and doesn’t need supercaps or bigger motors to justify extra energy saving for the the extra weight/capital cost.
The origin of Wall Street's disapproval of Tesla has more to do with Musk's handling of the company, and his personality, in my opinion. He has a singular tight grip on the reigns of the company, and he flouts business norms, such as meeting deadlines, conservative projections, slow and steady profit margins, and a stable, mature, and "businesslike" demeanor. He's all over the place, on the one hand growing exponentially and making shrewd decisions like the one you (nicely - well done - my fav so far) elucidated today, and on the other, losing millions, underestimating demand drop offs, and taking BIG risks. Wall Street doesn't know what to make of him. But I believe you are correct; in judging his new business paradigm, they may well be badly underestimating him. Or, he may crash and burn :) . Either way, it'll be a great show. :)
Thanks for watching and the comment. I agree with you that I think Elon’s personality and style are causing some to discount him. And on your last point ... yes ... lol ... it’s going to be an interesting show no matter what happens.
It's the "disrupted" industries that's giving Tesla stock fits, yes Elon has caused some issues, but in the long run, Elon delivers. My money is with Elon all the way. Look at China, they fully funded Giga3, a smart move, and China already has 30 competing EV manufacturers.
Elon is slowly losing his Street cred. He promised a coast to coast autonomous drive two years ago. Now he's saying full self driving in a year. Meanwhile a M3 in autonomous mode hit a semi and killed the driver.
Elon takes Big risks for big returns that's how to disrupt an industry. Playing it safe means playing the same game, and he's not playing that game. He may still crash and burn, but the impact is already apparent. Did you see the VW ad released today for the ID Buzz? Hello Light | ID. BUZZ : th-cam.com/video/qEvNL6oEr0U/w-d-xo.html
The Maxwell capacitors will have no part in the upcoming cars. Why complicate a great system that will provide 1 million miles with the Maxwell batteries.
Apple claims to believe in full vertical integration, but somehow they failed to see that manufacturing is a major part of what needs to be integrated. Because they failed to integrate manufacturing and outsourced it to Foxconn, they can't compete at the low end with Android devices, thus they are cut out of emerging markets where price is a major consideration. It's a huge strategic mistake that will eventually be their downfall. It also leaves them vulnerable to tariff wars.
dlwatib The margin for low-end is very small and they get enough demand in the high-end market. Its better for them to not go much lower-end to maintain their image as an aspirational brand. Same reason why Toyota sells their premium cars under Lexus.
Excellent video, as always. I feel like investors are slow to react positively to this announcement out of caution, because advancements in battery technology have historically been slow compared to other technologies, combined with skepticism about Elon's claims that this will double battery lifespan and range (considering his penchant for making bold statements about future Tesla products that are sometimes a bit optimistic on the timeline). I keep telling myself that I will hold out a little longer to buy Tesla stock as it has lost a lot of value this year and may yet to have bottomed out, but I am confident in Tesla's long-term prospects. Maybe that makes me part of the problem!
Musk may make bold statements about Tesla products but he almost always delivers. His issues have been the timeline to get there but optimism isn't a bad thing as long as you eventually get to the result.
Thanks, Brian! And yes ... investors like predictability. Tesla is a volatile company, so if investors are looking quarter to quarter and not long term, then they're most likely not going to like Tesla stock.
It's bottomed out.. the unofficial production numbers suggest this quarter will appease Wall St. The truck will be announced this summer which likely will bump the stock. As self driving features roll out and autonomy becomes more believable, will go up.. there's no where to go but up. The current market cap is really low vs any other similar companies past and present.
enjoyed the video... 2:44 what a bizarre visualization choice. why not have three different sized bars instead of bars with lines at different heights. the equally sized bars make it look like 500 wh/kg is some kind of hard theoretical limit, like c. Is that what you meant? 6:00 Apple vertical? All of their manufacturing is contracted out! it's completely different from Tesla which actually builds things.
Don't wait, come on aboard. You are thinking gas tank technology bro, wake up, superchargers set you free from the gas pump & mileage yardstick. Really, you will like it. I love waking up to whatever mileage (within reason) I am gonna need each day. Just got back, (summer vacation) from a 4,800-mile month-long road trip and not a single glitch at a supercharger station, and we hit a few plus 1 RV Park Hook-Up, it was great not having to shell out for gas. We had NO range anxiety at all. Please, please go check out www.abetterrouteplanner.com and you will see the opportunities to hit the road. I am looking forward to our next road trip in December, thought I would never say that. "Looking forward to a road trip".
@@trex2092 Thank you for the advice. As an apartment dweller, even when I move here soon, they don't offer EV charging stations where I'm at otherwise I be on board. That's why I use currently a hybrid model as the next best thing. The infrastructure is here, but it would be too disruptive to add another hour or two on a road trip or sit around at a charging station to get back up to a reasonable level.
I think energy density less important for stationary battery banks than in moving vehicles. The longer life is certainly helpful, but we still need a huge amount of kWh capacity yet for the world needs
Man, this video has me excited. If you can purchase a car that drives 400 miles on a single charge then that's game over. Also that will open the doors for bigger vehicles. We live in great times; just hope our politicians don't kill us.
I am fine on shorts and media not giving Tesla any credit for maxwell -I think Tesla has been under estimated for years. With the exception of Stock market. I also think legacy auto continues to ignore Tesla to their peril which is fine with me also. I will continue to buy Tesla vehicles.
You were on point... Just echoing some comments below... But with a little bit more added: Super Capacitors and Maxwell's technology can be used in many Tesla operations such as commercial power packs, electro-magnetic responsive suspension (not really for power production), regen braking, normalizing or buffering power surges for battery performance while excelerating, charging, and braking. And a bit more.
@@rogerstarkey5390 okay... Sort of. Not to argue any points, but to clarify my meaning: the super Capacitors can be used as a buffer that can discharge energy faster with low degree of degradation to power quick acceleration. The sup cap can also be used to store energy from a stop and used to excellerate with less help (discharge) from the batteries... Etc.
@@mrpangy4174 Indeed, In a city it's a bit of a constant stop/start situation where regen energy can't be efficiently absorbed by a battery. ( add in some supercaps in your TESLA - Accelerate with supercaps 0 - 20miles/h and switch to battery 20 - 120miles/h ) + Regen braking energy sometimes could have high C rates which can be readily absorbed by Supercaps.! Increasing Battery life.... Amazing idea and looking forward from Musk.
I think what Elon is doing with Tesla is more than just business. He wants to bring humanity into the future. Why just build an electric car that is better than the competition, when you have the resources to absolutely crush them in every way (looks, range, price, durability, etc.). And then, make this car drive itself. And use the money to make power banks to improve the national grid. Still some money left? Let's invest all of it in green renewable energy sources for further development of the company
Actually, most of the automotive industry would kill to get Tesla's gross margins. The reason Tesla doesn't show profit very often is that they have so many future products that they are trying to bring to market, and pretty much all of them are capital intensive.
I am for electric cars, in order to drive an isolationist policy that keeps us out of Middle East wars. But ‘sustainable green energy’ is just fairy dust and unicorn farts. The future unlimited clean energy is nuclear. Thorium Molten Salt reactors are real and will start producing completely pollution free energy around the world soon, first in Indonesia then China, then India, then everywhere. Sorry you anti-nuclear leftist commies, but we are going to live in a clean nuclear powered world and there’s NOTHING YOU CAN DO TO STOP IT! :) electric cars plus nuclear energy = no more pollution.
The only thing I didn’t hear you talk about was the super capacitors. Will he be using those for the extended range. I think they would be invaluable for when you take off the line or hit the pedal hard, kind of like a soft start. It seems that would give the batteries a lot more range.
If the Maxwell tech is as good as stated it is a game changer for many industries such as energy storage for renewable energy sources such as wind and solar cell technologies. Elon has a history of buying the "next big thing" and making it the "next big thing" in reality. I would not bet against him just based on his track record of success.
Elon's stated goals of "saving the planet" & "making humans an interplanetary species", capable of surviving a species-killing event, make him (at least in my mind), one of the greatest humans of all time. Thanks Matt!!
Nice to talk about vertical integration made by Tesla, but it's important to say also that Tesla is an American company, that make's American PRODUCTS, that make's American JOBS, which is good for the economy. Love your video, well made, Thank You! (I just subscribed to your channel )
Thanks! And good point, which is another reason I find it baffling that so many in Americans are against Tesla. We should standing behind them and cheering on their success.
I'm missing only one thing about the aspect of UltraCapacitors which isn't highlighted in your story. It's ability to both take on an enormous amount of power as well as provide this back in a very short period of time with less to none heat conversion. Using this aspect as a "buffer" can easily increase both "power to the wheels" without hurting the batteries as well as immediate regeneration on breaking. This would be especially effective on regen breaking and quick power requirements on performance cars but would also work as a very good buffer for i.e. the Tesla Semi. Also dry cathode battery with ultracap "skills" or a hybrid setup could -due to it's efficiency- last longer and have increased range because of decreased losses plus increased range due to increased capacity.
Supercaps are a cheap but not very energy dense solution for hybrids that have batteries that are too small to take a burst of regen electricity. Tesla cars do have a large battery so they can do a high regen rate, so supercaps wouldn't add anything. I wish people could understand this.
@@gigglehertz they don't need to be very energy-dense to act as a "buffer". With a very low internal resistance the regen will lose less power due to heating so more power remains. This remaining power won't last forever because the ultracaps have a higher discharge rate hence it would mainly add on the track or with cars that have a very high weight which could give a very high regen power. Perhaps check this out: "Ultracapacitors are good partners for lithium-ion batteries and other high energy density storage technologies. With power density up to 60 times greater than batteries, they can be connected in parallel to create combined power supply units. Due to load leveling, the ultracapacitors can significantly expand battery life and improve safety. In an electric car, for example, an ultracapacitor can provide the power needed for acceleration, while a battery provides range and recharges the ultracapacitor between surges." Source: www.skeletontech.com/ultracapacitor-technology
@@gigglehertz the Tesla car battery has a very large internal resistance and will have more heat conversion than an Ultracap would have. Ultracaps have over 100x less resistance and with that near to 100% efficient energy transfer. This makes them very usable for a buffer between the battery and the engine. Especially for cars that are in "Track mode" or for e.g. a Tesla Semi that would require a very large amount of power to start off. An ultracap can even out the peaks in the power surge and with that stress the batteries less. Perhaps check out this site to get an idea of the advantages in this context: www.skeletontech.com/ultracapacitor-technology
Curious how ultra capacitors can be used in brake regeneration and maybe even in suspension. My thought is that anywhere kinetic energy can be or must be absorbed is an opportunity to convert it with an ultra capacitor.
But SpaceX has launched spy satellites. Why would the military industrial complex want to hurt Elon's one company if they let his other company launch their satellites?
ooooneeee if anything Elon has connections now from whit in to help him or bail him out like the government did whit GM .. if you ask me Elon seems like he will be the richest person on earth at one point for sure
There are a few important things that I think were glossed over or missed. First, the 500 Wh/kg number I keep seeing came from a Maxwell research paper. It was an entirely hypothetical number that had no research behind it whatsoever. Simply an extrapolation of existing numbers plus time plus a fudge factor for as yet unknown improvements. Quoting the 500 Wh/kg number probably isn't a good idea for that reason. Second, the dry electrode method does not eliminate the ovens. The polymer used in this process needs to be cured in ovens, but the temperature of curing is lower than the temperature to evaporate solvents. And the curing time is significantly less than the solvent evaporation time. This is where the time savings and energy savings come from. Lower heat for less time.
Tom Cameron, yes, and the fact that even Elon won’t lie about it should be a sign. Elon basically just lets his fans come up with all the nonsense about Dry Coated Electrodes, because Elon doesn’t want to go to jail over it. The number one clue that this technology is basically worthless is that no battery cell manufacturer even tried to outbid Tesla, who doesn’t even make cells. Tesla bought a capacitor manufacturer, and Tesla needs a lot of capacitors. Maxwell has better fundamentals than TSLA, so buying them just makes Tesla fundamentals better. The most hilarious part is none of these guys even looked at MXWL stock history. They were $40/share 20 years ago, but went down and never recovered, and sold to Tesla for
rsm 287, Tesla has bought other companies solely because their expertise or products were needed. Tesla owns its own seat factory. Why wouldn’t Tesla buy a capacitor company that also has some contacts in the grid energy storage business? Now Tesla can upsell all those who were thinking of getting a 5 second UPS into getting a 30 minute UPS. Tesla can fire the excess fat and make make the capacitor division profitable by making only what Tesla needs and supplying other big customers, as long as they don’t compete with Tesla. So many people forget Maxwell was a real company making a real product, not just a R&D company.
rsm 287, have you checked MXWL stock price history? It was $40 20 years ago, bagholders have been losing money ever since. So when Tesla came along to buy it there were a lot of investors who fought it. Just like Tesla investors will do when they get a $42/share buyout offer. The Tesla bagholders will all be saying “Nooooo! It’s worth $4000/share. Cathy Woods said so!” Also, if the Maxwell deal was going to make Tesla a $trillion company, why is JB Straubel executing and selling options at these low prices? JB sold 105k shares in the last 6 months, and still holds 306k shares. He got $40million before taxes. Do you think they didn’t tell JB about the secret sauce?
rsm 287, yes, I’m also willing to wait instead of create false stop pumps. But if there was valuable battery tech at Maxwell, someone would have bought it for more than the chump change Tesla gave. I think the purchase was sound, just like the other small companies Tesla bought. But thinking that a $200million purchase buys you a real company PLUS technology worth a $trillion dollars is the confirmation bias, because no official statement has been made to that effect.
I can’t really understand the Tesla hating that seams to e going around the last year. He is the type of American we should be endeavoring to encourage, considering how much they have pushed the technology in their short existence Seams like we want to go to our ‘clean coal’ cars. Either way still can’t understand.
@Matt Ferell - Great video, but I write to ask about the model of a Tesla chassis and battery pack at 3minutes; Is this available to purchase somewhere?
@@UndecidedMF I have tried to search videoblocks.com for the video, but haven't been able to find it. I have e-mailed them, but if you have the time and have the link to it handy, that would be great. Thanks!
@ivikthoth its time you wake up and smell the coffe. The world has changed and technology is the tool of the day. Its time we appreciate those who put their efforts to manufacture this type of things instead of criticism. I don't care from which country or continent they belong to. What is important is what they can offer to the job market and their service delivery without hesitation.
This story is incredibly encouraging. I would love to get a Tesla Model 3 but currently am deterred by the cost and the relatively low range of the almost affordable version model 3.
@ Jeff Sol, Ultracapacitors ARE available today, you can buy them from Maxwell and a rift of other innovative suppliers. Indeed, they aren't cheap, but you don't require a shed-load of them to play the role they play very well: charge & discharge fast with little or no degradation. Ideal for adding them next to the DB cells. Through handling regenerative breaking (fast storage) & power demand peaks (when accelerating), it significantly protects the DB cells from degeneration thus helping to achieve that 1 M Mile goal. All makes perfect sense. BTW, placing a few Ultracapacitors next to a Tesla Powerwall/Pack will do the same trick in the static battery context.
Maxwell Tech also had another project that Tesla intergraded into the Models they are now building.Regenerative Suspension, Another way to get lost power back to the battery.
Regenerative suspension means power per bump.
Yeah currently gigantic wave tech power shrunk down sounds amazing
Don't forget about regenerative mini wind mills on top of your car.
@@lijie6431 I'm sorry but this is a terrible idea. You can't reduce aerodynamic to generate electricity. You waste energy.
@@flymeedrone6350 I'm pretty sure it was a joke...
Tesla’s purchase definitely needs more credit in the media. Battery energy density is definitely going to be improving soon, and even though dinosaur juice has an energy density of approximately 12500 wh/kg we still do not have an efficient way of converting it into mechanical motion. On top of that, the energy density of gasoline is fixed, while new battery chemistries are always improving their energy and power density.
Mattson McCraw Tesla fighting against a hugely funded FUD war, funded by so many global disrupted industries its not funny. Even the advertising industry, as Tesla don’t use that
MSM is funded by ICE vehicle companies. They won't bail on them, even if they can see that Tesla is the future. Sad but true.
Oh you'll hear about it in the media- when they're ready to liquidate their position in the stock...
They have to handle this very carefully, because the second it gets out that they are about to release a 400 mile car, or 500 mile car, that is comparably priced (or possibly cheaper) and lasts twice as long, then sales of current vehicles will tank. It will be very hard to keep that kind of thing a secret. I hope the tech really is production ready like Maxwell claimed, and that Tesla/Panasonic can scale it up quickly. I think switching over a few lines to use for semi pack production will be a good start, and allow them to test it out. If everything works out they need to be able to swap over the rest of the lines very quickly. I also hope there is no battery investor day until it's ready to be put into production. Reading between the lines, "later this year" for investor day would roughly line up with rumored refresh of S/X. It might e cutting it too close, so maybe it's 1) improved motors/power electronics, then 2) interior refresh, then 3) battery pack upgrade. Each change brings in a wave of new orders.
@@gigglehertz i can see Elon Announcing "Every S|3|X|Y rolling out of the Factory right now has this new Battery Technology already included, but the range gained by this technology is not enabled yet/software locked" at this Battery Investor Day
Maxwell’s ultracapacitors also have the potential to reduce the number of charging cycles on the battery cells, which also increases battery life.
ultra capacitors still hold less than a Li-Po battery. It would be a more efficient use of limited space to just go with batteries.
using both would have no additional benefits. batteries wouldn't charge faster. The capacitors would charge fast then slowly charge the batteries if configured that way.
opposite way is using the batteries to charge the caps. which itself is pointless.
either way its bottle-necked by both the batteries charge rate/life cycles, and capacitor energy density. there is no "best of both worlds" by using both together. which is why no one does it.
DarkShadowsX5, stop-and-go traffic, which of course is pretty common, is one place where uptracapacitors can potentially help in terms of battery life. Regenerative-brake into ultracapacitors, and then, as you alluded, “leisurely” recharge batteries from the ultracapacitors only if that regenerated charge isn’t promptly re-used for acceleration. The point being that it often will be, and the ultracapacitors can resupply it at *very* high power.
I can’t recall which particular ultracapacitor company it was, but their CEO said, amusingly I thought, “we’re not in the kilowatt-hour business; we’re in the megawatt-second business!”
Thought I heard Maxwell CEO mentioned faster charging and more charge cycles as benefits of dry cell construction? With a million mile battery part of the gain has to be more charging cycles. It will be interesting to see.
Looks like you missed Maxwell's super capacitors completely.
I'd imagine they'll be used for breaking energy capture, faster charging/improving battery longevity.
I could be wrong but I believe he covered that three months ago.
yes he did covered it and explicitly said that he will not cover it again in this episode, some people are just haters
Maxwell is in more markets these could be helpful for tesla:
- automotive: active suspension, backup-power for eCall and doorlock
- heavy transportation and industrial: trains, buses, trucks, cranes, generators; bridging power and grid/voltage stabilization, braking energy recuperation
- grid stabilisation, wind and solar power smoothing, hybride power storage
- energy storage for windturbine's emergency pitch control system
Maxwell also came with technology that allows for regeneration of energy from the suspension of vehicles.
Yep ... I didn’t think that was a critical piece of the deal, but I should have touched on it.
Considering the condition of most roads, that should power everything.
On top of deceleration? Woah. Looking forward to seeing how much a difference it makes.
I love my model 3.
I want my model 3... Still waiting on delivery
Very nice, which version did you get, I’m contemplating either the long range, 350 miles or the really fast version at 329 miles
@@Helloooooo standard range plus, my commute is very short and I only have to charge every 3 days pretty much
hard for me to believe you will get 1/2 million miles out of that battery pack, but gl...
@@carlbole2142 that 300-500 is supposed to be to 70% battery capacity
“Super secret sauce questions” gotta love Elon
gotta love a company that can't turn a profit for 10 years running.
Like GM?
@@dlbdlb3919 yeah and? Tesla is still the company with the best technology and intentions... Gotta love a guy that doesn't believe in technological advancement.
@@BKKJunE, there are companies that make a better hamburger then Mcdonalds , but the majority can't afford $10 hambugers. Tesla is car not a religion.
@@dlbdlb3919 Right! and Tesla is an amazing driving machine!
I believe in Tesla and Elon. I bought 150 shares at $189. fingers crossed!!!
Good bargain!
U lucky dog. 😁
Lucky you
Now hold those shares for 5 years and you will be rich
I bought 46 at a similar price. Good luck!
Amazing video. Im tired of the media hating on the new big guyy!
Me too. I think big oil is behind all this FUD.
Got to love an under dog, hopefully this will hurt the cobalt industry that shit is way too toxic.
seth .m Tesla is developing batteries that will use little, if any, cobalt.
@@quartqwertbudisgood I doubt cobalt is more toxic to people in general than ICE exhaust fumes. Current mining standards in certain third-world countries might not be the best at this moment but there's certainly room for improvement
Nevada lithium in those batteries. We make the batteries at the Giga Factory east of Reno.
Well alrighty then, tell us more. How is the job? Good pay and fun environment with enjoyable coworkers? Are they hiring and is there enough housing for all the employees in Reno? Do you all drive Tesla or do you car pool? Are there big mines and trucks delivering lithium daily to you? Fascinating business out there.
@@timsteinkamp2245 take one semester of Panasonic Preferred Pathway at Truckee Meadows Community College in Reno, go to work at the Giga Factory.
With Maxwell capacitors, Tesla can pull off massive acceleration.
Why won't people understand this? Caps aren't as energy dense as Li-Ion batteries. The "super" is compared to a regular capacitor, but it doesn't make them magic. They are used in shitty hybrids where there isn't a big enough battery to soak up instantaneous regen electricity, as a cheap solution that is not as good as just having a bigger battery.
@@rogerstarkey5390 What different reason are you referring to? Recuperation?
Batteries don't like if too much energy was pulled from or filled into them. Capacitors are much less bothered about it, as it holds the charge physically, instead of by chemical means. The charge can thus also move in and out much easier and faster. So it can be a nice addition (later perhaps even a substitute, once it has enough energy density) to the battery, allowing more kW's for the system (with less heat).
@@gigglehertz Yet... But in theory it could be done. Would be great as the charge can move into or out of them much easier and faster, with less heat, etc. Until then (comparable energy density) it can be a good addition to the regular battery, allowing even more intantenous power. Also backwards (recuperation). Can't it?
Tesla already pulls massive acceleration, the maxwell capacitors might allow for reduced weight (thus longer range) and faster charging times.
My impression is they could use those for the typical daily/commute mileage so that people can charge like gas stations if they live in apartments and condos. The battery pack would be a hybrid pack containing, say, one module of maxwell and the rest of the modules in the pack consisting of Panasonic's 2700 cells.
@@cleberz8072 more acceleration can not be done with tires. you need thrusters ;)
Well done, Matt!
Thanks, Sean! Means a lot.
First thought that ran through my head with that Maxwell B-roll video was: "that stuff could make a nice Rail-Gun"
Great Video. In time people will look back and see that this was the moment Tesla pulled away ahead of everyone else and the world didn't even notice.
Tell that to a KIA owner who can't afford a Teasla
@@dlbdlb3919 I currently own and love my Kia Niro EV. I already have a 282 miles per charge range. I will definitely watch kia because they have a much bigger budget for improvement in their EV car technology and they also make great sensible cars for the working man.
I never knew so many people hated Apple. On a less sour note, the supercapacitor technology will go a long way in advancing many aspects of the EV car industry. Not only Tesla but the industry as a whole.
Matt, I really enjoyed your video and thought it was well presented. The audio was good too.
Thanks! And I’ve been surprised at how many people have reacted negatively to the Apple comparison. I find it funny given Apple also had a highly divisive and visionary CEO at the helm.
Glad you liked the video!
Faster charging (under 15 minute supercharger)
Faster discharging (0-60 better times)
Lower cost ($35,000 Model 3?)
More energy density (290-390 Model 3 range, and 1,000 mile Roadster)
Definitely lovin' on Tesla
Well done Matt, clear concise and informative. Keep going.
Charge and storage technology is the holy grail of solar power and electric cars. Any advance in lowering cost and improving efficiency of storage devices is a good thing. And, if that advance is also cleaner, it's a win, win.
Great video. I like what you said about the alternative to more range.
Range is fine already. Reducing mass means better performance. Reducing the number of cells needed per car means you can make more cars because battery production has been the constraint.
Your point about needing less floor space is also huge. 16x??? Wow! That means room to do more in the space they save.
Thanks! If I were a betting man, I think they’ll be going the fewer cells route. We’ll see the same range or slightly better, but they’ll be able to pump out more cars at a lower cost.
Don't forget about "hybrid batteries". A mix of super capacitors and the new li-on try you mentioned... Imagine a lightweight super cap pack in addition to your battery, worth about say 10kWh or so. You would pull into a super charging station and receive a 10kWh charge in seconds, not minutes. Thus would be a super cap bank to support cap bank transfer behind the scenes at the charging station. If that's all you needed to get home then you'd be in your way again in literally 120 seconds. This super cap bank will also make regen breaking closer to 100% efficient. Today the li-on battery cells just don't have the ability to recharge or discharge as quickly as the regen allows at maximum regen or for that matter discharge fast enough for the electric motors to ever see their maximum power ratings all at once. This solves the max performance issue and greatly increases regen and over all efficiency. Plus don't forget super capacitors are immune to temperature hot and cold extremes! No more losses due to sub zero weather. This cuts down on phantom battery drain also as a vehicle sits. Lastly, a super cap bank would lend greatly to li-on battery packs longevity. The super caps would be a type of "buffer" used to slow the discharge and recharging rate of the battery pack as the cap bank would do all the heavy lifting required for maximum recharges and discharges. This buffer would virtually eliminate all shock and stresses the li-on pack would ever see. Couple that with the cap bank buffet not ever letting the battery pack ever see extreme charging and discharging states (like never letting the battery ever physically be below a 10 percent charge or above a 90 percent charge, because the cap bank buffer would take over and cover the last 10 percent at both ends under software control) and you've got a hybrid battery pack that would virtually never wear out in a lifetime of driving.
soooo....you're saying i should hold off on buying my Model 3 until they bring all this new tech on line??
@@alexanderhamilton8585 no, just something to look forward to. I bought a Tesla two months ago and I'm glad I did. And the future of battery technology looks very bright. Today's Teslas get plenty of range. The future will be more capacity and faster charging speeds
Okay, let said, a software that manages the power battery, combine the Maxwell batteries in the x % flow from the generator mg1 in every coasting or breaking of the vehicle , i know we use brute force energy coming from the generator mg1, I mean the technology is al ready there??
Tesla is going to single handedly change the world.
Saith > Tesla
This is the game changer. Thanks for this info
they even have a suspension product thrown into the mix where the suspension activity will charge the capacitor to charge the vehicle, so there's that
Great video!
Tesla is so far ahead of the competition and soon going even further.
Matt, I stumbled across you channel when I searched for cybertruck info. Weeks later, I’m addicted to your channel, and now due to this I’m obsessed with Teslas. You’re costing me money! Lol. keep up the good analytics.
Good stuff! Elon Musk and Tesla are executing nicely. It's a shame they're terribly misunderstood.
They are not understood...they are a threat to the old money thus are being targeted at every step we as common citizens need to back them bigtime before the old mines of the world sweep them under the rug!
Old moneys of the world*
Chris Cashbaugh
I agree! Instead of bringing some *slightly* better products every year to bring in a steady income to the company, Tesla is making huge leaps forward, sometimes rendering whole concepts obsolete and not having time to profit off of it. They just go for it wether they have the money or not, just to continue improving faster and faster
Sébastien Cardinal Yes, I can see why people like Ellison don’t mind throwing $1B at Tesla. He’s probably down $500M right now, but I bet as a board member he can see far into the likely future and he’d be happy to chuck in another $B if Elon asked - just because of the breadth of change these disruptions can bring to humanity and the planet. who wouldn’t want to be a big part of that if you were a multi billionaire with altruistic tendencies.
On a side note, It’s a wonder Gates and a few others haven’t chipped in yet. They are all new money as opposed to old cabal money. Smaller but significant. If we could only get the churches involved - now there’s some serious old money there! lol
If Musk and Tesla are misunderstood, we fan boys and fan girls stand to benefit even more. We just had a wonderful two-week share buying opportunity at prices brought to us by the machinations of short sellers desperate to get out. Price now recovering, and my recent 40 share purchase will pay off spectacularly! All good- we can leave the writing of history to the historians...
That’s amazing 💯👍🏼 dry battery technology can also be improved by carbon vapor deposition because it leaves no residual pollutants.
Combine a smaller battery pack with an ultracapacitor to handle regen and hard accelerations. That would significantly improve the battery pack's lifespan.
1 million miles that the batteries provide is more than enough.
Small batteries mean lower recharge rate which no amount of supercaps will compensate for. Please stop with this supercap nonsense.
@@gigglehertz But that config might be a pretty good setup for a lower cost vehicle intended solely for city cycle driving with high incidence of stop/start traffic...
Another angle may be to consider is the potential combination of super capacitors and battery. I.e. super capacitor can deliver / absorb more energy in a short timeframe than the battery. This is applicable to high regen and acceleration. Batteries are not well suited for this high charge / drain. The combination of the two technologies could be very interesting too
Apologies, didn’t see that John Moniz already addressed this point
Ha! No worries. I do agree that’s an interesting angle that I hope to see Tesla take advantage of.
I don’t see they putting capacitors in cars
@@webguy1283 You can stuff them inside the suspension coils -- empty space there right now.
Tesla and it’s cars are the most patriotic cars you can buy. Made in America, for Americans, designed by Americans, and beating the competition.
Buy Teslas!
Not to mention, no need for foreign oil either.
@harry camper American media is controlled by China.
For Americans? Nah, bud. For the world.
It should be its! not it's! It's is a shortened form of it is!
I am German, and (if i had the money) i'd choose a Tesla over any german car.
i saw some other thing about maxwell, regarding active suspension; the idea is that ultracapacitors will be used to harness and then utilize the energy created in the compression of shock absorbers.
Great video and info. Maxwell is one of TESLA’s brilliant moves as they set themselves apart further from the competition and the electric car industry
I've been a fan of Maxwell Technologies for years...so stoked that Tesla has then under it's wing! The world wasn't ready for Tesla and doesn't know what to think of them in it's current iteration...they've just scratched the surface as it is now. What are the ANALysts gonna do in the future when Tesla gets even better? Thanks for this video...very cool insight to the Maxwell tech and how it's gonna help Tesla batteries! Cheers, John ;)
P.S. You just got a new sub ;)
Think of adding Maxwell as adding R + D. Who knows what they can do under the Tesla umbrella in the future.
@James Sempy you're reaching back there buddy... I remember it well !
I think a video should made to compare & contrast DBE vs. solid state batteries.
Yes you missed the shocks or suspension energy recovery every time the car bounces up and down. The tech also came from Maxwell. Well it's probably from Maxwell. Kind of happened at the same time. But there is pictures on line if your interested.
Yep, great call out!
Sooooooo if a real rough road I'll get more range then if I was on a smooth road?
@@JimJCJimbo Ya know I was thinking that too but the way I read the article they made it sound more like the energy that is generated is specifically used to power the dampening system in the suspension. So the first bump powers the system to dampen through the second bump.
In smoothing out the ride you do go further. But as a byproduct not directly. Again it's how I understood it. I could be wrong. I'm just saying to the best I can make sense of what I was reading.
Another aspect of the deal you might have missed is one of the significance's of super-capacitors. Bottlenecks of current battery pack include slow to charge (I.E - much of regen from braking is lost because it can't be dumped back into the pack quickly enough) and time to charge the pack. If an efficient and small enough footprint super- capacitor was added to the system, charging could be in minutes (even seconds with a beefy enough charging station) and ALL of the regn energy could be recovered. Also, if made available to the (beefed up) drive system, the additional energy from a super-capacitor could, umm... make acceleration *quite* brisk :)
OOps - should have read the rest of the comments, someone has already pointed this out. Sorry :)
Not sure that is good logic. If on the P100D, the batteries and motors can output at that rate, they can certainly input back under a similar G force of braking
You are correct that on almost all cars, emergency braking is higher energy dissipation than acceleration, as hardest braking is by definition at peak of tyre grip, on front tyres especially. Most cars cannot accelerate that hard.
All EV’s /Teslas have mechanical brakes as well as regen, even a P100D does, just to ensure max stopping power (even if battery is full). The potential energy lost in using the mechanical brakes for emergency braking on odd occasions is small, and doesn’t need supercaps or bigger motors to justify extra energy saving for the the extra weight/capital cost.
I really big thank you for this video, I’m really amazed by Elon Musk and all he does.💕
Thanks for watching!
Linda , he losses money that's what he does. Ever heard of a guy named Bernie ?
And all they do
The origin of Wall Street's disapproval of Tesla has more to do with Musk's handling of the company, and his personality, in my opinion.
He has a singular tight grip on the reigns of the company, and he flouts business norms, such as meeting deadlines, conservative projections, slow and steady profit margins, and a stable, mature, and "businesslike" demeanor.
He's all over the place, on the one hand growing exponentially and making shrewd decisions like the one you (nicely - well done - my fav so far) elucidated today, and on the other, losing millions, underestimating demand drop offs, and taking BIG risks.
Wall Street doesn't know what to make of him. But I believe you are correct; in judging his new business paradigm, they may well be badly underestimating him.
Or, he may crash and burn :) . Either way, it'll be a great show. :)
Thanks for watching and the comment. I agree with you that I think Elon’s personality and style are causing some to discount him. And on your last point ... yes ... lol ... it’s going to be an interesting show no matter what happens.
It's the "disrupted" industries that's giving Tesla stock fits, yes Elon has caused some issues, but in the long run, Elon delivers. My money is with Elon all the way. Look at China, they fully funded Giga3, a smart move, and China already has 30 competing EV manufacturers.
Elon is slowly losing his Street cred. He promised a coast to coast autonomous drive two years ago. Now he's saying full self driving in a year. Meanwhile a M3 in autonomous mode hit a semi and killed the driver.
@@jpmorgan187 jalopnik.com/we-set-a-cross-country-record-in-a-telsa-that-drove-its-1739410767
Elon takes Big risks for big returns that's how to disrupt an industry. Playing it safe means playing the same game, and he's not playing that game. He may still crash and burn, but the impact is already apparent. Did you see the VW ad released today for the ID Buzz?
Hello Light | ID. BUZZ : th-cam.com/video/qEvNL6oEr0U/w-d-xo.html
You look like the scientist in the muppet show. :)
Great video!
I’ll take it! I love Bunsen Honeydew.
Regeniration tech from interactive suspension to super capacitors designed by maxwell you missed.
The Maxwell capacitors will have no part in the upcoming cars. Why complicate a great system that will provide 1 million miles with the Maxwell batteries.
Because it takes the strain off the battery when accelerating or regen braking.
I love Tesla and what they’re doing and I can’t wait to see the Model Y in person. Thanks for the vid.
You are brilliant!!!! Thanks. Dr Bob
Apparently, the new Shocks might be set up with Ultra Caps.
nope.
@@exco_237 you have more information?
Amazing. This'll be great for cellphones when you're in an event and you need the camera ON most of the time, it could last the whole day.
Did you forget about the super capacitor angle or are you not aware of how it can be used in cars?
Regenerative breaking, or even faster acceleration? Not that important for tesla.
@@hans1993hans True, but reducing the battery size is.
@@Utahdropout how do supercaps help with that? Energy density is crap compared to batteries.
As usual, a great subject and a very comprehensive video. Clear, and easy to understand. Thanks Matt
Thank you so much for this video. Very informative.
capacitors could be a thing for breaking shocks and for faster recharging
Yep ... I believe they’re actually doing that in the Model S and X refresh on the suspension system.
Super Capacitors-the key to rapid charging!
This is one of the best produced videos I have seen on TH-cam. If not the best.
Thanks!
Thank you Matt for the info
We in audio know about Maxwell forever, from small cap to large cap
Excellent Analysis Matt
Apple claims to believe in full vertical integration, but somehow they failed to see that manufacturing is a major part of what needs to be integrated. Because they failed to integrate manufacturing and outsourced it to Foxconn, they can't compete at the low end with Android devices, thus they are cut out of emerging markets where price is a major consideration. It's a huge strategic mistake that will eventually be their downfall. It also leaves them vulnerable to tariff wars.
dlwatib The margin for low-end is very small and they get enough demand in the high-end market. Its better for them to not go much lower-end to maintain their image as an aspirational brand. Same reason why Toyota sells their premium cars under Lexus.
I also think they'll use the ultracapacitors for quick charge and discharge, like a buffer, that'd be amazing!
Excellent video, as always.
I feel like investors are slow to react positively to this announcement out of caution, because advancements in battery technology have historically been slow compared to other technologies, combined with skepticism about Elon's claims that this will double battery lifespan and range (considering his penchant for making bold statements about future Tesla products that are sometimes a bit optimistic on the timeline). I keep telling myself that I will hold out a little longer to buy Tesla stock as it has lost a lot of value this year and may yet to have bottomed out, but I am confident in Tesla's long-term prospects. Maybe that makes me part of the problem!
Musk may make bold statements about Tesla products but he almost always delivers. His issues have been the timeline to get there but optimism isn't a bad thing as long as you eventually get to the result.
@@sambira, agreed. You and I may feel that way, but I think most investors like predictability.
Thanks, Brian! And yes ... investors like predictability. Tesla is a volatile company, so if investors are looking quarter to quarter and not long term, then they're most likely not going to like Tesla stock.
It's bottomed out.. the unofficial production numbers suggest this quarter will appease Wall St. The truck will be announced this summer which likely will bump the stock. As self driving features roll out and autonomy becomes more believable, will go up.. there's no where to go but up. The current market cap is really low vs any other similar companies past and present.
Outstanding explanation.
enjoyed the video...
2:44 what a bizarre visualization choice. why not have three different sized bars instead of bars with lines at different heights. the equally sized bars make it look like 500 wh/kg is some kind of hard theoretical limit, like c. Is that what you meant?
6:00 Apple vertical? All of their manufacturing is contracted out! it's completely different from Tesla which actually builds things.
Peter Silva totally agree, it was more than weirded, the sort of graph a FUD would use to suggest no improvement !
Once EVs get up to around 400-450 mile range, I'll definitely get one. Eases the range anxiety. Great job Tesla! Good video!
Don't wait, come on aboard. You are thinking gas tank technology bro, wake up, superchargers set you free from the gas pump & mileage yardstick. Really, you will like it.
I love waking up to whatever mileage (within reason) I am gonna need each day. Just got back, (summer vacation) from a 4,800-mile month-long road trip and not a single glitch at a supercharger station, and we hit a few plus 1 RV Park Hook-Up, it was great not having to shell out for gas. We had NO range anxiety at all. Please, please go check out www.abetterrouteplanner.com and you will see the opportunities to hit the road. I am looking forward to our next road trip in December, thought I would never say that. "Looking forward to a road trip".
@@trex2092 Thank you for the advice. As an apartment dweller, even when I move here soon, they don't offer EV charging stations where I'm at otherwise I be on board. That's why I use currently a hybrid model as the next best thing. The infrastructure is here, but it would be too disruptive to add another hour or two on a road trip or sit around at a charging station to get back up to a reasonable level.
I’m more interested in the Tesla powerwall I really hope this also carries over to the home battery
I’d love to see that too.
I think energy density less important for stationary battery banks than in moving vehicles. The longer life is certainly helpful, but we still need a huge amount of kWh capacity yet for the world needs
Well done! And.........the purchase of Maxwell was done cheaply.
Great show. I don’t think most analysts have the intelligence to understand what Tesla is doing.
Thanks for watching! I think analysts are having trouble seeing the forest for the trees.
I don’t believe the analysts. Do exactly the opposite of what the analysts say and you will be fine.
They get paid to short the stock, but they know Tesla is definitely a threat.
Man, this video has me excited. If you can purchase a car that drives 400 miles on a single charge then that's game over. Also that will open the doors for bigger vehicles. We live in great times; just hope our politicians don't kill us.
and run a million miles with little maintenance
Tesla is a battery company first. The viability of EV is greatly based on the battery technology. This is something that most overlook.
SreeNadh Hardly, Tesla has had Panasonic make their battery cells, so you can hardly say they are a battery company first
Great video. Thanks
I am fine on shorts and media not giving Tesla any credit for maxwell -I think Tesla has been under estimated for years. With the exception of Stock market. I also think legacy auto continues to ignore Tesla to their peril which is fine with me also. I will continue to buy Tesla vehicles.
James Sempy not for long -model 3 keeps selling a formidable amount of cars.
You were on point... Just echoing some comments below... But with a little bit more added: Super Capacitors and Maxwell's technology can be used in many Tesla operations such as commercial power packs, electro-magnetic responsive suspension (not really for power production), regen braking, normalizing or buffering power surges for battery performance while excelerating, charging, and braking. And a bit more.
@@rogerstarkey5390 okay... Sort of. Not to argue any points, but to clarify my meaning: the super Capacitors can be used as a buffer that can discharge energy faster with low degree of degradation to power quick acceleration. The sup cap can also be used to store energy from a stop and used to excellerate with less help (discharge) from the batteries... Etc.
@@mrpangy4174 Indeed, In a city it's a bit of a constant stop/start situation where regen energy can't be efficiently absorbed by a battery. ( add in some supercaps in your TESLA - Accelerate with supercaps 0 - 20miles/h and switch to battery 20 - 120miles/h ) + Regen braking energy sometimes could have high C rates which can be readily absorbed by Supercaps.! Increasing Battery life.... Amazing idea and looking forward from Musk.
I think what Elon is doing with Tesla is more than just business. He wants to bring humanity into the future. Why just build an electric car that is better than the competition, when you have the resources to absolutely crush them in every way (looks, range, price, durability, etc.). And then, make this car drive itself. And use the money to make power banks to improve the national grid. Still some money left? Let's invest all of it in green renewable energy sources for further development of the company
You’re right. Don’t invest in Tesla because you think it will make money (the margins won’t ever be that good) invest because it’s the future.
Actually, most of the automotive industry would kill to get Tesla's gross margins. The reason Tesla doesn't show profit very often is that they have so many future products that they are trying to bring to market, and pretty much all of them are capital intensive.
That's called a wholistick approach.
Don't mention the dozens of starlink satellites and how it's going to be the first step in a global autopilot assembly
I am for electric cars, in order to drive an isolationist policy that keeps us out of Middle East wars. But ‘sustainable green energy’ is just fairy dust and unicorn farts. The future unlimited clean energy is nuclear. Thorium Molten Salt reactors are real and will start producing completely pollution free energy around the world soon, first in Indonesia then China, then India, then everywhere. Sorry you anti-nuclear leftist commies, but we are going to live in a clean nuclear powered world and there’s NOTHING YOU CAN DO TO STOP IT! :) electric cars plus nuclear energy = no more pollution.
The only thing I didn’t hear you talk about was the super capacitors. Will he be using those for the extended range. I think they would be invaluable for when you take off the line or hit the pedal hard, kind of like a soft start. It seems that would give the batteries a lot more range.
If the Maxwell tech is as good as stated it is a game changer for many industries such as energy storage for renewable energy sources such as wind and solar cell technologies.
Elon has a history of buying the "next big thing" and making it the "next big thing" in reality. I would not bet against him just based on his track record of success.
Peanut butter & chocolate?! Chocolate & peanut butter?! hahaha! Excellent report and analysis Matt! Love your work and insights!!
Thanks so much!
Elon's stated goals of "saving the planet" & "making humans an interplanetary species", capable of surviving a species-killing event, make him (at least in my mind), one of the greatest humans of all time. Thanks Matt!!
Nice to talk about vertical integration made by Tesla, but it's important to say also that Tesla is an American company, that make's American PRODUCTS, that make's American JOBS, which is good for the economy. Love your video, well made, Thank You! (I just subscribed to your channel )
Thanks! And good point, which is another reason I find it baffling that so many in Americans are against Tesla. We should standing behind them and cheering on their success.
I'm missing only one thing about the aspect of UltraCapacitors which isn't highlighted in your story.
It's ability to both take on an enormous amount of power as well as provide this back in a very short period of time with less to none heat conversion.
Using this aspect as a "buffer" can easily increase both "power to the wheels" without hurting the batteries as well as immediate regeneration on breaking.
This would be especially effective on regen breaking and quick power requirements on performance cars but would also work as a very good buffer for i.e. the Tesla Semi.
Also dry cathode battery with ultracap "skills" or a hybrid setup could -due to it's efficiency- last longer and have increased range because of decreased losses plus increased range due to increased capacity.
Won't need caps at all in the new vehicles. The batts provide 1 million miles. All the caps would do is shred the rubber off the rims.
Supercaps are a cheap but not very energy dense solution for hybrids that have batteries that are too small to take a burst of regen electricity. Tesla cars do have a large battery so they can do a high regen rate, so supercaps wouldn't add anything. I wish people could understand this.
@@gigglehertz they don't need to be very energy-dense to act as a "buffer". With a very low internal resistance the regen will lose less power due to heating so more power remains.
This remaining power won't last forever because the ultracaps have a higher discharge rate hence it would mainly add on the track or with cars that have a very high weight which could give a very high regen power.
Perhaps check this out:
"Ultracapacitors are good partners for lithium-ion batteries and other high energy density storage technologies. With power density up to 60 times greater than batteries, they can be connected in parallel to create combined power supply units. Due to load leveling, the ultracapacitors can significantly expand battery life and improve safety. In an electric car, for example, an ultracapacitor can provide the power needed for acceleration, while a battery provides range and recharges the ultracapacitor between surges."
Source: www.skeletontech.com/ultracapacitor-technology
@@gigglehertz Ultracapacitors have very little internal resistance (down to 0,12 mΩ), allowing them to work at close to 100% efficiency.
@@gigglehertz the Tesla car battery has a very large internal resistance and will have more heat conversion than an Ultracap would have. Ultracaps have over 100x less resistance and with that near to 100% efficient energy transfer. This makes them very usable for a buffer between the battery and the engine. Especially for cars that are in "Track mode" or for e.g. a Tesla Semi that would require a very large amount of power to start off. An ultracap can even out the peaks in the power surge and with that stress the batteries less.
Perhaps check out this site to get an idea of the advantages in this context:
www.skeletontech.com/ultracapacitor-technology
Curious how ultra capacitors can be used in brake regeneration and maybe even in suspension. My thought is that anywhere kinetic energy can be or must be absorbed is an opportunity to convert it with an ultra capacitor.
Not only do oil companies want the demise of Tesla but the Military Industrial Complex too!
But SpaceX has launched spy satellites. Why would the military industrial complex want to hurt Elon's one company if they let his other company launch their satellites?
ooooneeee if anything Elon has connections now from whit in to help him or bail him out like the government did whit GM .. if you ask me Elon seems like he will be the richest person on earth at one point for sure
Another great video with excellent concise information.
There are a few important things that I think were glossed over or missed. First, the 500 Wh/kg number I keep seeing came from a Maxwell research paper. It was an entirely hypothetical number that had no research behind it whatsoever. Simply an extrapolation of existing numbers plus time plus a fudge factor for as yet unknown improvements. Quoting the 500 Wh/kg number probably isn't a good idea for that reason.
Second, the dry electrode method does not eliminate the ovens. The polymer used in this process needs to be cured in ovens, but the temperature of curing is lower than the temperature to evaporate solvents. And the curing time is significantly less than the solvent evaporation time. This is where the time savings and energy savings come from. Lower heat for less time.
Tom Cameron, yes, and the fact that even Elon won’t lie about it should be a sign. Elon basically just lets his fans come up with all the nonsense about Dry Coated Electrodes, because Elon doesn’t want to go to jail over it.
The number one clue that this technology is basically worthless is that no battery cell manufacturer even tried to outbid Tesla, who doesn’t even make cells. Tesla bought a capacitor manufacturer, and Tesla needs a lot of capacitors. Maxwell has better fundamentals than TSLA, so buying them just makes Tesla fundamentals better.
The most hilarious part is none of these guys even looked at MXWL stock history. They were $40/share 20 years ago, but went down and never recovered, and sold to Tesla for
rsm 287, Tesla has bought other companies solely because their expertise or products were needed. Tesla owns its own seat factory. Why wouldn’t Tesla buy a capacitor company that also has some contacts in the grid energy storage business? Now Tesla can upsell all those who were thinking of getting a 5 second UPS into getting a 30 minute UPS.
Tesla can fire the excess fat and make make the capacitor division profitable by making only what Tesla needs and supplying other big customers, as long as they don’t compete with Tesla.
So many people forget Maxwell was a real company making a real product, not just a R&D company.
rsm 287, have you checked MXWL stock price history? It was $40 20 years ago, bagholders have been losing money ever since. So when Tesla came along to buy it there were a lot of investors who fought it. Just like Tesla investors will do when they get a $42/share buyout offer. The Tesla bagholders will all be saying “Nooooo! It’s worth $4000/share. Cathy Woods said so!”
Also, if the Maxwell deal was going to make Tesla a $trillion company, why is JB Straubel executing and selling options at these low prices? JB sold 105k shares in the last 6 months, and still holds 306k shares. He got $40million before taxes. Do you think they didn’t tell JB about the secret sauce?
rsm 287, yes, I’m also willing to wait instead of create false stop pumps. But if there was valuable battery tech at Maxwell, someone would have bought it for more than the chump change Tesla gave.
I think the purchase was sound, just like the other small companies Tesla bought. But thinking that a $200million purchase buys you a real company PLUS technology worth a $trillion dollars is the confirmation bias, because no official statement has been made to that effect.
IMHO You must be a fortune teller because you can see into the future, will revisit this comment in 5 years to see if you were correct. Peace
4:24 "Well it's kind of like reese's peanut butter cups" … lol love it ;)
Tesla is possibly the best company in the world.
I'd further say Elon is the most important individual on the planet today. (no I'm not a cultist I don't worship anyone)
Elon musk is the greatest asset the usa has
@@loriley347 And we may lose him to China. They made him an honorary citizen. Officially, he has a Chinese green card.
@@ronadami5747 No one wants to live in China.
@@ericcartmann there are what, 1.5 billion people living in China? There has to be something good there, in my eyes
Awesome 👍 thanks for the update
Thanks for watching!
Elon studied capacitors in uni. I think he's had his eye on this company for a loong time.
Thank you so much for your videos!
Thanks for watching!
Tesla is too sexy to be the peanut butter... it’s the chocolate 🍫
S3XY
Alex C I see what you did there...
Thanks for the in-depth details!
I can’t really understand the Tesla hating that seams to e going around the last year. He is the type of American we should be endeavoring to encourage, considering how much they have pushed the technology in their short existence Seams like we want to go to our ‘clean coal’ cars. Either way still can’t understand.
When it affects belief systems, identity, or the pocket book, you defend and attack in anyway possible. Quite irrational, but still expected.
@Matt Ferell - Great video, but I write to ask about the model of a Tesla chassis and battery pack at 3minutes; Is this available to purchase somewhere?
I got that video clip from videoblocks.com.
@@UndecidedMF Thanks Matt. That be my next person/company to contact then :)
@@UndecidedMF I have tried to search videoblocks.com for the video, but haven't been able to find it. I have e-mailed them, but if you have the time and have the link to it handy, that would be great. Thanks!
This technology must come to Namibia
@ivikthoth its time you wake up and smell the coffe. The world has changed and technology is the tool of the day. Its time we appreciate those who put their efforts to manufacture this type of things instead of criticism. I don't care from which country or continent they belong to. What is important is what they can offer to the job market and their service delivery without hesitation.
This story is incredibly encouraging. I would love to get a Tesla Model 3 but currently am deterred by the cost and the relatively low range of the almost affordable version model 3.
most people forget that you have a full tank of gas every morning..so you don't need the range of a gas vehicle...and superchargers are everywhere
Its difficult to understand why people seem incapable of understanding Elon whats not to like , just look at what this man has already done .
Tesla is car not a religion.
Great video. Smart move by Tesla.
There might be another benefit behind that move too (ultra-capacitors / super-capacitors).
Thanks for watching! And I think you're right, but how they take advantage of it still remains to be seen. There is a lot of potential there.
Short sellers, oil, and competition really want Tesla to fail.
Good Call, this will be future changing definitely.
239 shortsellers disliked this video as of june 23 2019
I think your assessment is highly accurate Matt - Great video!
Totally missed the Ultra Capacitor side of the business. Glaring lack of knowledge regarding the Ultra Capacitor benefits to Tesla.
@ Jeff Sol, Ultracapacitors ARE available today, you can buy them from Maxwell and a rift of other innovative suppliers. Indeed, they aren't cheap, but you don't require a shed-load of them to play the role they play very well: charge & discharge fast with little or no degradation. Ideal for adding them next to the DB cells. Through handling regenerative breaking (fast storage) & power demand peaks (when accelerating), it significantly protects the DB cells from degeneration thus helping to achieve that 1 M Mile goal. All makes perfect sense. BTW, placing a few Ultracapacitors next to a Tesla Powerwall/Pack will do the same trick in the static battery context.
@Jeff SolThey are not to replace batteries but to enhance them. Read Bert Verschuren's reply. Best not to jump the gun fella.
how do I buy stock???
Yes! Tesla must go vertical with battery production & technology cuz Panasonic is pulling off the deal!!!
Panasonic resists putting more capital into the gigafactory because they have seen that Tesla in moving in a direction that cuts them out.
Super capacitors. A bridge to the battery, and regen