factory in india to make the compact 25k car makes most sense- Announcement + building will take 2 years minimum. By that time (2025) the 25k car will be ready. Also India is not a bid premium auto market, but its a huge low cost vehicle market. Factory could serve all of south east asia, with similar needs, and maybe even japan.
IMO there will never be a $25k car. Robotaxi will kill demand for a $25k car. What people really want is cheap, convenient transportation, not a cheap car.
Even at usd 25k there would be very limited local sales in India. Here max sales(ICE, of course) happen @usd11000 equivalent & below. India is not a viable local sales market for teslas.
In India, Tesla is a luxury car, the market for luxury cars in India is 30,000 cars. It would make no sense for Tesla to announce a new Gigafactory anytime soon. A $25k-$30k would increase the market somewhat, but not worth the effort to open a new plant where doing business can be very difficult. What India really needs is energy, a solar - battery factory would make more sense but it would still be a very difficult country to do business in. Not worth the investment.
A couple of months ago Elon came to view a site in the UK at North Somerset: it's a large flat site with good road and rail links plus plentiful electrical supply. Also its about 10 miles from a major shipping port.
Heres a thought Reliance Industries Limited has recently bought both Faradion and Lithium Werks, RIL is primarily owned by Mukesh Ambani (10 wealthiest person on planet) there may be a story here regarding India?? Mukesh is a Chemical Engineer and got his Business Masters at Stanford don’t underestimate him and hes on Elons speed dial! Oh and by the way you may want to look into these two battery companies they are cutting edge!
But Mukesh Ambani can't take up a business involving brain and technology, He mostly uses synthetic imagination part of the brain for all his businesses.
@@bkkposterboy2 they are don't have brains for business bro ,what they do is they fund the election campaign of political party and they hack the EVMs with the best hacker of india ( trishn33t aurora) and wins the election and the very same government help them in growing their business.
In 2019-2020 indonesia has been successfully reducing deforestation to 75% from the previous year. The only thing that made massive deforestation in the past was because of the old corrupt regime when the country was under dictatorship and when transitioning to democracy. We're aware of the deforestation problem, even in school textbooks it got mentioned a lot
@@oxygen759 No qn of our govt "forcing" collaborations! There are many foreign companies working here. No, India may not be a good choice because there would not be much local sales despite India bring a big market for cars. Teslas are too expensive for us.
@@HRHKamal current Tesla is making 25k EV cars add government subsidies and the rising income of Indian households a giga factory in India in 2025 or above make lot of sense
Also Indonesia is growing car market and have some small tarif for Asean nation.. so i see big potential..and Indonesia is neutral country from geopolitic
I think they will still need 6 new GigaFactory locations to get to 20M. If each GigaFactory maxes out at 2M each (Shanghai, Berlin, Texas = 6M), Fremont maybe get to 1M), leaves 13M or about 6 new factories?
Not according to JOE JUSTICE. He just announced production at full capacity at GIGA TEXAS would be 10 Million units. He also said with the current factories they have they could all be scaled to 40 million units. Here is the video… fascinating. th-cam.com/video/CB06UBWr8QgR/w-d-xo.htmlob
Current Tesla models are expensive for India . Telsa will have to come up with India specific model if they want to sell cars in India . We might just prefer to build a EV for our requirements and budget.
Tesla will definitely need more factories even though Fremont is the only one near or at capacity. The legacy OEMs can't/won't see what's coming. But once Tesla fully transitions to the 4680 batteries and finishes streamlining their production lines, it'll be game over for almost all other OEMs. Only the OEMs who have approached the EVs from the software side will have a chance. I say this because after looking at what other OEMs have produced lately, only the ones doing it more from the software perspective are having any real impact. Building vehicles is the easy piece. Integrating the software to the same degree as Tesla is much more difficult. China and India are my top bets for the next factory location. Though I suspect that there will be multiple new locations being announced before the end of 2022. The new land in Berlin might be for an electrical storage facility with or w/o solar panels.
@@billweberx The legacy OEMs are however not giving the software aspect enough attention. Look at the differences between the OEMs who are on par or close to what Tesla has done with the software integration. Major differences between legacy OEMs and the other OEMs. Only the OEMs who build from the software up will eventually succeed. Elons saying is "prototypes are easy, productions are hard". Just slapping some batteries, electric motors, and a modified software package into the ICE designed vehicles does not put them on par with the EVs built with the software fully integrated into the vehicle. They're not call computers on wheels for nothing. Legacy OEMs are making cars that have computers....not cars that are computers on wheels. Yet anyway.
India would be much better for mass manufacturing & sell the Model 2 (Future Affordable Model) there & Export to various countries. India is very well connected with sea routes as well.
You can see he does his research before he commits to anything. He builds his chargers along side his car manufacturing. Not has after thought. This man has the ability to out shine all manufacturing and keeps his staff happy. Best way to keep business on going. Way to go.
Shanghai, China (population). Kota Deltamas, Indonesia (access to nickel). Santiago, Chile (access to copper). But do not underestimate the philanthropist in Musk.I see him working closely with Ukrainian authorities to aid in the post-war rebuild. Ukraine will need jobs, help rebuilding electrical infrastructure, and technology. Tesla would get an educated, low-cost workforce. Multi-decade tax abatements. And of course Starlink has endeared itself to the Ukrainian people.
Good idea , Ukraine will be owned by America ( lendlease) by the end of the war , so Elon can get the subsidies direct from Washington just like Space X...
You made a lot of sense here. But seeing as Elon has gotten onto the radar of the Russians for aiding Ukraine thru the war, wouldn't there be the fear of any Tesla or Elon investment becoming one of the easy targets of another Russian invasion even if this war stops?
I think south east Asia is perfect for the new giga factory to be located due to its population, growth & location. It is also politically neutral between China & US. It should be between these 3 country Indonesia, Malaysia or Thailand.
@Harry Groundwater it is a massive developing region and the fastest growing countries in the world. There r basically no EV here. After Paris agreement governments been “forced” to practice EV friendly policies. This will surely benefit Tesla.
@Harry Groundwater yes. There are a good amount of people in Indonesia who will buy Teslas… just of now, Hyundai Ioniq 5s are being ordered almost 2000 vehicles under 2 weeks.
@Harry Groundwater as per IMF, Asean percapita income is 2x of India, but half of Indian population. In term of nickel, Indonesia + Philippines contribute to 35% of world reserve and production.
How to get sunlight during winter for the solar panel factories ? The best location for Tesla Solarcity is to be at tropical areas, sunlight all years round.
Don't think labor costs are much of a factor. Bots will be doing more and more on production lines over the next 5 yrs. That will also boost productivity.
These would be my top picks. Mexico(cheap labor and lithium availability), Japan (Panasonic partnership), Australia (lithium availability), and China (for obvious reasons).
Tesla will pick a site that has the best blend of : friendly government, demand for product, readiness for EV adoption, motivated workforce, access to minerals/short supply chain.
Thanks for the vid. I think, production cost are way higher in countries like S. Korea, then Mexico for example. Which would make it more efficient to built in countries such as Mexico, Thailand, Indonesia, India etc. Also, these countries would be virgin grounds for the auto industry, and perfect for Tesla to get an early foothold there. I bet, all of these nations are waiting to get in on the EV market, which Tesla could lay the groundwork for. Let's watch and see....
@@ASK-ko9qx 75 percent of Tesla’s electric auto parts suppliers are Taiwanese companies, one of which is Fukuta Taiwan which produces Tesla’s motor and drive train. Many people don't realise how much control the Taiwanese has in manufacturing, Taiwanese businesses actually own and operate over half of the factories and create over half of the high paying factory jobs all over the world, including China, Japan, India, US, you see your stuff is made in China, but what you don't see is they are made in China by a Taiwanese company, for example, all iPhones are made in China by the Taiwanese company Foxconn, and all MacBooks are made in china by the Taiwanese company Quanta, the Taiwanese owns China's economy, millions of Chinese workers depend on jobs created by the Taiwanese.
Elon has experienced the weather in South Texas with Space X in Boca Chica. In South Texas is good weather and in the winter, it rarely snows. South Texas near the border with Mexico would be a great location for another Gigafactory.
i don't understand why tesla should go to india there is currently no big market of cars with the pricepoint of teslas (~30k units/year) and exporting is expensive and they already have an exporthub in shanghai
I agree in the short term. But as cars get cheaper it will make sense. Musk can hold out to India’s demands for now and see if they blink first. I think that is likely.
You may don't have idea...30kUSD is not big numbers in india and also I can tell you if they come with 30k price it will be compitition killer because I don't think so in that price range give Tesla like quality...
@@Jjsjsjakkwkebsksn well it doesn't really matter at first. Tesla has assigned most of its employees to work at locations in APAC countries so nothing will happen with india for the time being IMO a solar and battery storage factory would also make the most sense there
Musk has stated he doesnt want to build another giga factory in the US for a while, saying its because of extremely high taxes and it being difficult to get permission for building such big buildings. Only reason he did one in the US at all was because texas gave him a lot of leeway when it came to laws regarding the environment
There still aren't enough batteries. We need more lithium mining, nickel mining, manganese mining, and graphite refining before it makes sense for Tesla to make another gigafactory. There's no point to make millions of new vehicles, all with missing batteries.
Australia is probably a better due to history with battery storage in South Australia which was the start of grid stabilisation by battery from Tesla .Australia has all the minerals and a Lithium industry that already supplies chines battery manufacturers . Australia could easily purchase 500,000 cars a year on its own .
@Harry Groundwater Sales in Australia Run around a million a year , so a bout 1/2 a million is quite possible if you consider the range of cars and trucks Tesla will have in 2 years . Think about a smaller truck the size of a Ford Ranger , the Model Y and 3 , the replacement of the S and X , Semi truck , delivery van etc . You know that Governments have to reduce CO@ emissions so changing you car fleet overtime gives them a credit in their targeted goal . As for Labour yes its dear here in Australia , but its no dearer than in California . Besides there are only 10 man-hours in the assemble process as automation does so much . so even if labour was $10 an hour higher thats say $100 so call it a $1,000 that nothing it cost about $3,000 to ship cars into Australia .
Lol I just saw my Tweet in your video, cool! (Giga Texas 2.0 sketch thread) ;) And yes, I also see Giga Texas 2.0 and Giga Berlin Phase 2 happening next. I actually find a third factory in China quite possible too. Their market is huge and when Tesla feels ready about autonomy in China ... they will need quite a lot of cars. Furthermore: Elon said, Robotaxi volume production in 2024. 1 year ramp up. 1 year factory building. So .... coughshanghaicough?
With new supply chain policies and economic reforms... Plus VALE being confirmed as one of Tesla's Nickel suppliers.... There's a possibility of a Giga Brazil in the works...
If Apple can manufacture in India then why can't Tesla . Apple will shift 30 % production in 3 years to India . BMW , Volkswagen , Mercedes , Tata , Hyundai , Maruti Suzuki , Toyota , Mahindra , Kia Motors all manufacture in India . Tesla isn't any special , it's not bigger then Apple . No special Treatment for Tesla should be given . A tight action on Twitter will help India .
Tesla is much much bigger than apple . Apple is an outdated company which is running on the engineers which they recruited during the time when Steve jobs was alive , apple is about to crash But Tesla is the future. But indian government will not let them build the factory in india.
Brazil has the same tariff policy as India basically. But India would probably focus on Energy and Solar first, it’s a way bigger and faster growing market than auto. So maybe just 1 production line for Model 3’s. And yeah, Elon is vertically integrating so Indonesia and New Caledonia are mainly for mining. Given regulations and politics, the UK might make an offer. Another north-northeastern American plant maybe in the offing too. Do the map of where most likely customer volumes are on each market and in each segment and find the barycenter to optimize, that’s the way Elon would likely think about it... 😏
I like the idea of utilizing India for production of non-vehicle products. Power cells, solar cells and other items for which would equally benefit the Indian population more than a robo-car. India needs to increase their public well being not just make a few ppl rich -- which has been their M.O. for over 100 yrs. I would be all in favor of massive solar installations & solar manufacturing in india with the realization it will benefit & improve their population as a whole. A population using cow dung fires (a green house pollutant) would benefit more by bypassing the gasoline era directly to what they have most -- sunlight.
Indonesia as a spaceport. Brilliant. Don't even build on land but on the continental shelf around the islands. Much easier to launch out off shore. As for a Tesla giga factory. Sure why not they got the pop. Every trade route. Deep water ports. Yes new challenges. As for India. Well the deal will be something like a sliding tax on import Tesla's once they break ground on the next gen giga factory as it nears completion the tariff will shrivel. Once they start manufacturing poof, all gone... They need to buy up the bladeless wind guys and take wind next gen. In addition, I think Spain, I think Turkey, I think UP Michigan.
Re Indonesia, access to resources is one thing, production in proximity to major markets is important too. Tesla should require a clampdown on India's scammers, ripping off vulnerable people around the globe. Berlin indeeds needs to produce, gigapacks, solar, cars, trucks X 10 million pa. Europe needs it!
Indonesia and China due to the availability of battery raw materials. The 3rd is up in the air. I don't think that they will try to spend that capital during estimated recession in 2023.
@Harry Groundwater I don't think so labour make any sense because car making progress is now days totally robotic and labour is also high in Germany why they build there
The strain the electrical grid will increase exponentially causing brown outs and black outs - where we getting the energy to supply the electrical energy?
I had a vision, quite a while ago, Valencia, Spain, next Tesla Giga Factory, eventually. I know, I didn't believe it, either, at first. Then, I started to research Valencia, Spain, and it started to look much more likely than I thought. Anyway, that is my vision, and I'm sticking with it.
If one follows supply and demand, you likely laid out the course already. 👍🏻 Yet, given the hostilities in the world, it would be logical for Berlin (Tesla energy) and Shanghai (Tesla personal transportation) to expand simultaneously. Texas (Tesla cargo transport) expansion only being hampered by progress in self driving vehicles and therefore less demand on replacing semi trucks. If I were to break things down a bit: Berlin focusing on energy, Shanghai focusing on personal transportation, Texas focusing on cargo transportation, Indonesia focusing on rocket transportation (given its vicinity to the equator needing less lift to pushing through earths gravity). It sounds like Elon is pushing outside the confines of Sovereign boundaries and making his vision truly global.
Tesla needs to get into plastic recycling. One of its factories needs to be near that The Great Pacific Garbage Patch. Many floating oil platforms should become available soon and tying 4 to 6 of them together to build a floating university/recycling/manufacturing plant should be priority No 1. Even if all he does is make open parking lot shades/solar collectors out of the stuff. Next Tesla will learn much from building a factory in India. A pneumatic/electric hybrid would be very interesting. Finally a Chinese factory that made Powerwall batteries; and, a solar carpet for house roofs would simplify and lower costs for Tesla roofs.
I'm thinking Elon has looked around and this is the next (3) Gigafactories, in order; Shanghai China #2, Austin Texas #2, and (what a pain) Brandenberg Germany #2. Might as well get stated soon with all the Germany paperwork.
I can't tell you about profit margins but by the volume of EVs sold TATA is more likely to excel in the coming decade in INDIA even in international markets.
Australia would likely agree to have a third party make them look better at going green while increasing mining and getting a new car maker in after GM killed Holden over there , and would likely help in politics with the increases in money and jobs and tesla could get truck loads of ores straight from the mines no international shipping needed so no interruptions in a lot of supplies needed
Teslas, even the cheapest one, are too expensive for most Indians, so there won't be much local sales.( fyi, just 11000 mercs were sold in India in 2021) But India can be an export hub.
If shanghai double up works out fine theyll do the same with other factories (like giga berlin) India is not most attractive as theyre trying to force tesla to build a factory to supply indias for sure big demand…i guess elon needs some good negotiations to make it worth it to go to india. Indonesia is a nobrainer. Tesla gonna build there a new factory. Im just curious how fast tesla can train their employees at other factories and send them to india and indonesia. I dont expect tesla to increase their usa production any further then currently known for at least 3 years.. maybe with another model theyll go for usa market to test how customers accept their new product before going international.
If the goal is to produce 20million vehicles per year ostensibly that would mean at least 10 Factories with a 2million per annum production. Texas, Berlin and Shanghai all have the ability to increase their relative production to in excess of 2million if not 5million vehicles because of the land available to to the relative sites. The key to this development though is all about batteries because as big as Tesla's goals are for Motor Vehicles their goals for the Energy Industry are way bigger.
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factory in india to make the compact 25k car makes most sense- Announcement + building will take 2 years minimum. By that time (2025) the 25k car will be ready. Also India is not a bid premium auto market, but its a huge low cost vehicle market. Factory could serve all of south east asia, with similar needs, and maybe even japan.
IMO there will never be a $25k car. Robotaxi will kill demand for a $25k car. What people really want is cheap, convenient transportation, not a cheap car.
@@leeoxford I also thought about this. But why would elon announce it then?
Even at usd 25k there would be very limited local sales in India.
Here max sales(ICE, of course) happen @usd11000 equivalent & below.
India is not a viable local sales market for teslas.
In India, Tesla is a luxury car, the market for luxury cars in India is 30,000 cars. It would make no sense for Tesla to announce a new Gigafactory anytime soon. A $25k-$30k would increase the market somewhat, but not worth the effort to open a new plant where doing business can be very difficult. What India really needs is energy, a solar - battery factory would make more sense but it would still be a very difficult country to do business in. Not worth the investment.
To me India makes the most sense for the next giga factory.
Fk India!!!!! Russian lovers
A couple of months ago Elon came to view a site in the UK at North Somerset: it's a large flat site with good road and rail links plus plentiful electrical supply. Also its about 10 miles from a major shipping port.
Heres a thought Reliance Industries Limited has recently bought both Faradion and Lithium Werks, RIL is primarily owned by Mukesh Ambani (10 wealthiest person on planet) there may be a story here regarding India?? Mukesh is a Chemical Engineer and got his Business Masters at Stanford don’t underestimate him and hes on Elons speed dial! Oh and by the way you may want to look into these two battery companies they are cutting edge!
But Mukesh Ambani can't take up a business involving brain and technology,
He mostly uses synthetic imagination part of the brain for all his businesses.
Wt didn't get it can you explain or give the source
Wt didn't get it can you explain or give the source
Don’t underestimate Mukesh, RIL, or India’s big brains for that matter…the government may be behind but RIL isn’t!
@@bkkposterboy2 they are don't have brains for business bro ,what they do is they fund the election campaign of political party and they hack the EVMs with the best hacker of india ( trishn33t aurora) and wins the election and the very same government help them in growing their business.
No one is talking about how much deforestation is happening on Sulawesi, Indonesia. Massive areas of forest have been leveled.
In 2019-2020 indonesia has been successfully reducing deforestation to 75% from the previous year. The only thing that made massive deforestation in the past was because of the old corrupt regime when the country was under dictatorship and when transitioning to democracy. We're aware of the deforestation problem, even in school textbooks it got mentioned a lot
To me, India, Indonesia, and expanding Austin make a lot of sense!!
Not in INDIA for sure , because the Indian government will force them to collaborate with RELIANCE, which will be a huge burden for TESLA .
@@oxygen759 No qn of our govt "forcing" collaborations!
There are many foreign companies working here.
No, India may not be a good choice because there would not be much local sales despite India bring a big market for cars.
Teslas are too expensive for us.
@@HRHKamal current Tesla is making 25k EV cars add government subsidies and the rising income of Indian households a giga factory in India in 2025 or above make lot of sense
Catl and LG already invest 15 bilion in batery manufacturing in Indonesia..and hyundai already produce ionic in Indonesia.
Also Indonesia is growing car market and have some small tarif for Asean nation.. so i see big potential..and Indonesia is neutral country from geopolitic
New capital..jangan dilupakan.. Dimana membutuhkan kendaraan listrik..dan energi hijau👍👍👍
I think they will still need 6 new GigaFactory locations to get to 20M. If each GigaFactory maxes out at 2M each (Shanghai, Berlin, Texas = 6M), Fremont maybe get to 1M), leaves 13M or about 6 new factories?
sounds about right
Giga New York? Giga Nevada??
Not according to JOE JUSTICE.
He just announced production at full capacity at GIGA TEXAS would be 10 Million units. He also said with the current factories they have they could all be scaled to 40 million units.
Here is the video… fascinating.
th-cam.com/video/CB06UBWr8QgR/w-d-xo.htmlob
I think Shanghai and Texas will eventually have a 3M+ capacity. 4-6 more gigafactories probably needed
@@NextGenEvs Like Shanghai would they have to build new factories next to GigaTexas to achieve that and what about Berlin
Current Tesla models are expensive for India . Telsa will have to come up with India specific model if they want to sell cars in India .
We might just prefer to build a EV for our requirements and budget.
Tesla will definitely need more factories even though Fremont is the only one near or at capacity. The legacy OEMs can't/won't see what's coming. But once Tesla fully transitions to the 4680 batteries and finishes streamlining their production lines, it'll be game over for almost all other OEMs. Only the OEMs who have approached the EVs from the software side will have a chance. I say this because after looking at what other OEMs have produced lately, only the ones doing it more from the software perspective are having any real impact. Building vehicles is the easy piece. Integrating the software to the same degree as Tesla is much more difficult. China and India are my top bets for the next factory location. Though I suspect that there will be multiple new locations being announced before the end of 2022.
The new land in Berlin might be for an electrical storage facility with or w/o solar panels.
While I agree that software is the key to EV's, by no means is building vehicles the easy part. Musk will say that building them is the hardest part.
@@billweberx The legacy OEMs are however not giving the software aspect enough attention. Look at the differences between the OEMs who are on par or close to what Tesla has done with the software integration. Major differences between legacy OEMs and the other OEMs. Only the OEMs who build from the software up will eventually succeed. Elons saying is "prototypes are easy, productions are hard". Just slapping some batteries, electric motors, and a modified software package into the ICE designed vehicles does not put them on par with the EVs built with the software fully integrated into the vehicle. They're not call computers on wheels for nothing. Legacy OEMs are making cars that have computers....not cars that are computers on wheels. Yet anyway.
10:03 the subtitle is Giga Texas when you’re talking about Giga Berlin
India would be much better for mass manufacturing & sell the Model 2 (Future Affordable Model) there & Export to various countries. India is very well connected with sea routes as well.
You can see he does his research before he commits to anything. He builds his chargers along side his car manufacturing. Not has after thought. This man has the ability to out shine all manufacturing and keeps his staff happy. Best way to keep business on going. Way to go.
Shanghai, China (population). Kota Deltamas, Indonesia (access to nickel). Santiago, Chile (access to copper). But do not underestimate the philanthropist in Musk.I see him working closely with Ukrainian authorities to aid in the post-war rebuild. Ukraine will need jobs, help rebuilding electrical infrastructure, and technology. Tesla would get an educated, low-cost workforce. Multi-decade tax abatements. And of course Starlink has endeared itself to the Ukrainian people.
Good idea , Ukraine will be owned by America ( lendlease) by the end of the war , so Elon can get the subsidies direct from Washington just like Space X...
You made a lot of sense here. But seeing as Elon has gotten onto the radar of the Russians for aiding Ukraine thru the war, wouldn't there be the fear of any Tesla or Elon investment becoming one of the easy targets of another Russian invasion even if this war stops?
more in Europe
Today Chile is populist/communist, delete it from your list
I think south east Asia is perfect for the new giga factory to be located due to its population, growth & location. It is also politically neutral between China & US. It should be between these 3 country Indonesia, Malaysia or Thailand.
@Harry Groundwater it is a massive developing region and the fastest growing countries in the world. There r basically no EV here. After Paris agreement governments been “forced” to practice EV friendly policies. This will surely benefit Tesla.
Ya I mean if they only choose on market base I am damn sure india has bigger market than other...
And also india is pushing trade agreement with Europe,NA,
@Harry Groundwater yes. There are a good amount of people in Indonesia who will buy Teslas… just of now, Hyundai Ioniq 5s are being ordered almost 2000 vehicles under 2 weeks.
@Harry Groundwater as per IMF, Asean percapita income is 2x of India, but half of Indian population. In term of nickel, Indonesia + Philippines contribute to 35% of world reserve and production.
How to get sunlight during winter for the solar panel factories ? The best location for Tesla Solarcity is to be at tropical areas, sunlight all years round.
I bet Tesla goes to Indonesia for the battery production
New capital..dikalimantan membutuhkan energi hijau yg ramah lingkungan..dan moderen..inves yg menjajikan buat Tesla..🤔🤔🤔
Don't think labor costs are much of a factor. Bots will be doing more and more on production lines over the next 5 yrs. That will also boost productivity.
Is if true that Tesla Superchargers have cams to monitor non Tesla vehicles?
They certainly monitor some sites to figure out the best charger / cable configuration for a mix of cars with charging point in assorted positions.
These would be my top picks. Mexico(cheap labor and lithium availability), Japan (Panasonic partnership), Australia (lithium availability), and China (for obvious reasons).
Mexico seems too close to giga Texas to me. Maybe Brazil instead of Mexico
@@yehimstone5492 maybe just southern mexico
Indonesia is the best..
Japan is also a possibity, panasonic batteries and existing automotive skills and supply chain.
Definitely not Australia, we are too small a market, our government loves coal and our labour is hella expensive.
If Tesla comes to India and starts manufacturing it will be a big advantage for them..... Low cost exports + large market.
given how happy elon was with indonesian visist i think we can expect an announcement there very soon.
Tesla will pick a site that has the best blend of : friendly government, demand for product, readiness for EV adoption, motivated workforce, access to minerals/short supply chain.
Thanks for the vid. I think, production cost are way higher in countries like S. Korea, then Mexico for example. Which would make it more efficient to built in countries such as Mexico, Thailand, Indonesia, India etc. Also, these countries would be virgin grounds for the auto industry, and perfect for Tesla to get an early foothold there. I bet, all of these nations are waiting to get in on the EV market, which Tesla could lay the groundwork for. Let's watch and see....
Tesla should have a factory in Taiwan, Taiwan already developed and produces many of the key components in a Tesla.
Tesla has a factory in China. China threatens Taiwan. China would not be happy.
Elon Musk will never upset China
@@Jjsjsjakkwkebsksn Agreed unfortunately.
I thought it was China that made key components.
@@ASK-ko9qx 75 percent of Tesla’s electric auto parts suppliers are Taiwanese companies, one of which is Fukuta Taiwan which produces Tesla’s motor and drive train. Many people don't realise how much control the Taiwanese has in manufacturing, Taiwanese businesses actually own and operate over half of the factories and create over half of the high paying factory jobs all over the world, including China, Japan, India, US, you see your stuff is made in China, but what you don't see is they are made in China by a Taiwanese company, for example, all iPhones are made in China by the Taiwanese company Foxconn, and all MacBooks are made in china by the Taiwanese company Quanta, the Taiwanese owns China's economy, millions of Chinese workers depend on jobs created by the Taiwanese.
These factories are going to every where all around the world
Elon has experienced the weather in South Texas with Space X in Boca Chica.
In South Texas is good weather and in the winter, it rarely snows.
South Texas near the border with Mexico would be a great location for another Gigafactory.
No in Mexico cheap labor!
His brilliance reminds me of how Clarence (Kelly) Johnson ran Skunk Works & built the SR 71 Blackbird. Kindred spirits
i don't understand why tesla should go to india
there is currently no big market of cars with the pricepoint of teslas (~30k units/year)
and exporting is expensive and they already have an exporthub in shanghai
China is unstable and ready to collapse. India would be an excellent export hub.
I agree in the short term. But as cars get cheaper it will make sense. Musk can hold out to India’s demands for now and see if they blink first. I think that is likely.
@@stuartpullar9138 Would make sense if expanding to electic scooters, and/or a $25K putative model 2
You may don't have idea...30kUSD is not big numbers in india and also I can tell you if they come with 30k price it will be compitition killer because I don't think so in that price range give Tesla like quality...
@@Jjsjsjakkwkebsksn well it doesn't really matter at first. Tesla has assigned most of its employees to work at locations in APAC countries
so nothing will happen with india for the time being
IMO a solar and battery storage factory would also make the most sense there
🇮🇳 India for sure... but he needs smaller SUVs like Nexon EV with good range and hatchbacks.
Giga South America would make sense, as India, but I think Tesla needs at least the 25.000 $ car on production
No that much low. 30000 can be compitition killer price for other that range vehicle...
fl needs one! in orlando i think would be good
Musk has stated he doesnt want to build another giga factory in the US for a while, saying its because of extremely high taxes and it being difficult to get permission for building such big buildings.
Only reason he did one in the US at all was because texas gave him a lot of leeway when it came to laws regarding the environment
I want to see them build a factory that just makes replacement parts for crash teslas
Cheers to this channel, only one to recognize the indigenous owners of this stolen island THANK YOU
There still aren't enough batteries. We need more lithium mining, nickel mining, manganese mining, and graphite refining before it makes sense for Tesla to make another gigafactory. There's no point to make millions of new vehicles, all with missing batteries.
5:00 this would be good if it comes true
Australia is probably a better due to history with battery storage in South Australia which was the start of grid stabilisation by battery from Tesla .Australia has all the minerals and a Lithium industry that already supplies chines battery manufacturers . Australia could easily purchase 500,000 cars a year on its own .
@Harry Groundwater Sales in Australia Run around a million a year , so a bout 1/2 a million is quite possible if you consider the range of cars and trucks Tesla will have in 2 years . Think about a smaller truck the size of a Ford Ranger , the Model Y and 3 , the replacement of the S and X , Semi truck , delivery van etc . You know that Governments have to reduce CO@ emissions so changing you car fleet overtime gives them a credit in their targeted goal . As for Labour yes its dear here in Australia , but its no dearer than in California . Besides there are only 10 man-hours in the assemble process as automation does so much . so even if labour was $10 an hour higher thats say $100 so call it a $1,000 that nothing it cost about $3,000 to ship cars into Australia .
Lol I just saw my Tweet in your video, cool! (Giga Texas 2.0 sketch thread) ;)
And yes, I also see Giga Texas 2.0 and Giga Berlin Phase 2 happening next. I actually find a third factory in China quite possible too. Their market is huge and when Tesla feels ready about autonomy in China ... they will need quite a lot of cars.
Furthermore: Elon said, Robotaxi volume production in 2024. 1 year ramp up. 1 year factory building. So .... coughshanghaicough?
I think Turkey, Bangladesh, Indonesia, Mexico and Brazil are good candidates for the next giga factory
Canada, India, Berlin maybe Brazil
With new supply chain policies and economic reforms... Plus VALE being confirmed as one of Tesla's Nickel suppliers.... There's a possibility of a Giga Brazil in the works...
If Apple can manufacture in India then why can't Tesla . Apple will shift 30 % production in 3 years to India . BMW , Volkswagen , Mercedes , Tata , Hyundai , Maruti Suzuki , Toyota , Mahindra , Kia Motors all manufacture in India . Tesla isn't any special , it's not bigger then Apple . No special Treatment for Tesla should be given . A tight action on Twitter will help India .
Tesla is much much bigger than apple .
Apple is an outdated company which is running on the engineers which they recruited during the time when Steve jobs was alive , apple is about to crash
But Tesla is the future.
But indian government will not let them build the factory in india.
And also in last five years many companies have left india
Like FORD , HARLEY DAVIDSON, DATSUN ,FIAT and many more .
@@oxygen759 Ford is making comeback in India in EV Sector . It has not sold it's manufacturing plants . First , educate yourself properly .
@@jaihinddefencenews491 There shall be no come back
The government and the Reliance together will stop their come back for sure , I bet you.
Brazil has the same tariff policy as India basically. But India would probably focus on Energy and Solar first, it’s a way bigger and faster growing market than auto. So maybe just 1 production line for Model 3’s. And yeah, Elon is vertically integrating so Indonesia and New Caledonia are mainly for mining. Given regulations and politics, the UK might make an offer. Another north-northeastern American plant maybe in the offing too. Do the map of where most likely customer volumes are on each market and in each segment and find the barycenter to optimize, that’s the way Elon would likely think about it... 😏
I like the idea of utilizing India for production of non-vehicle products. Power cells, solar cells and other items for which would equally benefit the Indian population more than a robo-car.
India needs to increase their public well being not just make a few ppl rich -- which has been their M.O. for over 100 yrs.
I would be all in favor of massive solar installations & solar manufacturing in india with the realization it will benefit & improve their population as a whole.
A population using cow dung fires (a green house pollutant) would benefit more by bypassing the gasoline era directly to what they have most -- sunlight.
Indonesia as a spaceport. Brilliant. Don't even build on land but on the continental shelf around the islands. Much easier to launch out off shore. As for a Tesla giga factory. Sure why not they got the pop. Every trade route. Deep water ports. Yes new challenges. As for India. Well the deal will be something like a sliding tax on import Tesla's once they break ground on the next gen giga factory as it nears completion the tariff will shrivel. Once they start manufacturing poof, all gone...
They need to buy up the bladeless wind guys and take wind next gen. In addition, I think Spain, I think Turkey, I think UP Michigan.
Giga factory Western Australia!! Everything you need is here resources and all!!🙏🙏
Oh, and by the way, niece reporting job, once again, You are one of go to guys for the straight, skinny Tesla News.
I would not put another factory in China or Berlin, in Canada for sure, hard workers, nice people.
Great summary!
UK, Florida,North Carolina
Love Elon musk such a genius
For sures: Shanghai, Berlin and Austin. Likely: Japan and northern China
Oz is perfect for the next Gigafactory - a highly educated population, stable government, lots of land, solar power and eV battery minerals
Re Indonesia, access to resources is one thing, production in proximity to major markets is important too. Tesla should require a clampdown on India's scammers, ripping off vulnerable people around the globe.
Berlin indeeds needs to produce, gigapacks, solar, cars, trucks X 10 million pa. Europe needs it!
Racist
Lease or buy an Island here in the Philippines we have more than 7 thousands of Islands of various sizes.
Indonesia and China due to the availability of battery raw materials. The 3rd is up in the air. I don't think that they will try to spend that capital during estimated recession in 2023.
do it in perth western australia
@Harry Groundwater I don't think so labour make any sense because car making progress is now days totally robotic and labour is also high in Germany why they build there
The strain the electrical grid will increase exponentially causing brown outs and black outs - where we getting the energy to supply the electrical energy?
You can't miss Japan in the automobile kingdom☺️
Berlin first for energy needs of Europe. Vale from Brazil will cover Tesla Nickel for now.
I had a vision, quite a while ago, Valencia, Spain, next Tesla Giga Factory, eventually. I know, I didn't believe it, either, at first. Then, I started to research Valencia, Spain, and it started to look much more likely than I thought. Anyway, that is my vision, and I'm sticking with it.
I hope they will make one in Philadelphia or some where in pa
Right now nickel is being used ! This is Indonesia time to Save !
FLORIDA, where Twitter is going!
Shanghai, it will be the fastest online and that's a big deal for Tesla's expansion.
The great Midwest! Near Chicagoland area! Great Lakes area. Build here and ship EV to New England states, Canada to Washington State.
If I had to guess, they will probably build a second factory in Shanghai. But, I guess we'll see!
UK maybe
If one follows supply and demand, you likely laid out the course already. 👍🏻
Yet, given the hostilities in the world, it would be logical for Berlin (Tesla energy) and Shanghai (Tesla personal transportation) to expand simultaneously.
Texas (Tesla cargo transport) expansion only being hampered by progress in self driving vehicles and therefore less demand on replacing semi trucks.
If I were to break things down a bit: Berlin focusing on energy, Shanghai focusing on personal transportation, Texas focusing on cargo transportation, Indonesia focusing on rocket transportation (given its vicinity to the equator needing less lift to pushing through earths gravity). It sounds like Elon is pushing outside the confines of Sovereign boundaries and making his vision truly global.
If Elon pulls a Jay Wilson and "we doubled it" that would be hilarious.
I bet it.Africa..Africa is the next economic frontier.,Elon Musk is one of their own
There's a possibility that a factory will be build in UAE or Saudi Arabia, Elon was previously in talks to open a factory there.
Lucid has that lined up and welcome to it. Will they be using indentured slave labour from India do you think?
Tesla needs to get into plastic recycling. One of its factories needs to be near that The Great Pacific Garbage Patch. Many floating oil platforms should become available soon and tying 4 to 6 of them together to build a floating university/recycling/manufacturing plant should be priority No 1. Even if all he does is make open parking lot shades/solar collectors out of the stuff. Next Tesla will learn much from building a factory in India. A pneumatic/electric hybrid would be very interesting. Finally a Chinese factory that made Powerwall batteries; and, a solar carpet for house roofs would simplify and lower costs for Tesla roofs.
Tesla welcome to India
There were talks for a plant im wales to provide uk markets
I'm thinking Elon has looked around and this is the next (3) Gigafactories, in order; Shanghai China #2, Austin Texas #2, and (what a pain) Brandenberg Germany #2. Might as well get stated soon with all the Germany paperwork.
come to the UK
I can't tell you about profit margins but by the volume of EVs sold TATA is more likely to excel in the coming decade in INDIA even in international markets.
Arizona
The two new factories need to stop losing money first. Ramp up is not going well and 4680 batteries are not ramping up as expected.
It's not just about the mineral. The workforce has to be productive.
Australia would likely agree to have a third party make them look better at going green while increasing mining and getting a new car maker in after GM killed Holden over there , and would likely help in politics with the increases in money and jobs and tesla could get truck loads of ores straight from the mines no international shipping needed so no interruptions in a lot of supplies needed
In many ways, New Zealand would be his best bet.
how about Giga Hong Kong?
Great Britan
Largest carmaker in India is Suzuki. Go figure. Tesla will have to completely change their operating model to succeed in India. Not going to happen
Taiwan, South Korea, Morocco - all good choices
High import tax is the smartest thing india is doing.
Teslas, even the cheapest one, are too expensive for most Indians, so there won't be much local sales.( fyi, just 11000 mercs were sold in India in 2021)
But India can be an export hub.
If shanghai double up works out fine theyll do the same with other factories (like giga berlin)
India is not most attractive as theyre trying to force tesla to build a factory to supply indias for sure big demand…i guess elon needs some good negotiations to make it worth it to go to india.
Indonesia is a nobrainer. Tesla gonna build there a new factory.
Im just curious how fast tesla can train their employees at other factories and send them to india and indonesia.
I dont expect tesla to increase their usa production any further then currently known for at least 3 years.. maybe with another model theyll go for usa market to test how customers accept their new product before going international.
Brazil!
Giga India 🇮🇳
Central and South America could be the next locations. Ukraine is ready for Tesla energy storage systems to rebuild the country.
Shanghai
Maybe in Bangladesh 🇧🇩
also dont forget Indonesian rubber to produce Tesla safe Airless/foam tires.
If the goal is to produce 20million vehicles per year ostensibly that would mean at least 10 Factories with a 2million per annum production.
Texas, Berlin and Shanghai all have the ability to increase their relative production to in excess of 2million if not 5million vehicles because of the land available to to the relative sites.
The key to this development though is all about batteries because as big as Tesla's goals are for Motor Vehicles their goals for the Energy Industry are way bigger.
Red Deer Alberta but seriously it would be in Middle East
Texas
only dubai is the best for tesla giga factory. india gov is rich but india 90% population earns just average 15000 per month.
GIGA- HAITI?