Is Tesla worth investing in at current valuation? A deep dive into model 3 battery technology development — Part 1
Anyone is offloading your Tesla shares? Since 25th Jan’s high point around $900/share, Tesla Inc. shares have greatly exceeded the broader market’s decline, and roughly $230 billion was removed from the EV maker’s market cap
Are you still having unwavering confidence in the company’s future with the report of losing market share in both China and Europe?
The foundation of Tesla’s valuation is supported by 3 pillars in my opinion: Battery Technology/FSD/the CEO himself. So in the following 3-pieces articles, the battery technology of the Tesla Model 3 is analyzed from the aspects of raw material, battery manufacturing, battery module, BMS&EC, range per charge, and environmental adaptability. Hopefully, from here, we could draw some insights on whether the battery technology is the strong bedrock for Tesla against a tide of competition.
Battery Raw Material
Most electric passenger vehicles today are mostly adopting the route of ternary battery structure, but there are subtle differences in ternary lithium combinations. Tesla uses NCA (nickel cobalt aluminum), and most of the others are NMC (nickel manganese cobalt). Of course, Nissan Leaf’s LMO (lithium manganate) will soon be…
