1. Success of the Model S and EV Market Direction
    • Tesla Vehicles
    • In 2013, Tesla shattered many of the industry’s deep-rooted convictions…
    • EV Offerings from Other Manufacturers
    • Other Aspects of the Tesla Phenomenon…
    • Yet Tesla’s current image is also hyped up…
    • Vehicle Electrification
    • Tesla as Seen by the Traditional Automotive Industry
    • Battery EV Efforts by Major Automakers 2012-2015 (Excluding China)
    • The Reasons for Tesla’s Model S Success?
    • The Model S is an exciting car but the average sale price is twice what was promised in 2009!
  2. The Model 3 Promise and Questions
    • Tesla’s Model 3 Surprise – 1; The Offering
    • The Model 3 Promise
    • Tesla’s Model 3 Surprise – 2; The Market Response
    • Tesla’s Model 3 Surprise – 3
    • Model 3 Current Questions
    • Model 3 Current Conclusions
  3. EV Battery Technology: Tesla vs. Conventional
    • Design, Life, and Safety
      • EV Battery Technology: Tesla vs. Conventional
      • Tesla’s Modules and Pack
      • Automotive vs. Consumer Li-Ion Cells
      • Li-Ion Cells Employed in EVs 2008-2016
      • Li-Ion Cells Employed in 2016 EVs
      • Tesla’s 2013, 85-kWh Battery Breakdown
      • Simple Air-Cooled Module – Renault Zoe
      • EV and EV-Battery Technology – Tesla
      • Panasonic NCR 18650, 3.1-Ah Cell
      • EV Battery Life
      • Cycle Life of Panasonic 3.35-Ah 18650 Cell
      • Tesla Battery Life
      • Tesla Battery Safety
      • Automakers and the 18650 Cells
      • EV-Cell Market Conditions
      • Leading EV-Cell Producers
      • Other Major EV-Cell Producers
    • Cost
      • 3.1-Ah 18650 Cell Materials Cost
      • 3.1-Ah 18650 Cell Price
      • Nickel Metal Pricing has been low in the past year
      • 3.4-Ah 18650 Cell Materials Cost
      • 3.4-Ah 18650 Cell Price 2016
  4. The Gigafactory: Investment, Challenges, Benefits
    • Tesla’s Gigafactory Promise
    • Tesla’s Gigafactory Challenges
    • Tesla’s Gigafactory March 2016 Status
    • May 2016 – Gigafactory Schedule Accelerated
    • Gigafactory Cell Production
    • What will be included in the Gigafactory?
  5. Tesla Battery Annual Production Cost Estimate (Japan/U.S.) vs. Volume from 2013 to 2022
    • Cells
      • 21700 Cell Plant Investment Analysis
      • Tesla-Panasonic Plant Depreciation 
      • Tesla-Panasonic Increases the Cell Size
      • Li-Ion Cell and Pack Manufacturing
      • 21700 Cell Pricing for 2018
      • EV Cell Pricing Chevy Bolt (GM)
      • 56-Ah EV Pouch Cell Pricing – 2018
      • 21700 Cell Materials Cost – 2020
      • 21700 Cell Price 2020
      • Will Tesla enjoy a reduction in cell pricing compared to competitors? Apparently a small one or none at all…
    • Modules and Packs
      • Tesla’s Liquid-Cooled Model S Module Features 444 ‘18650’ Cells per Module
      • Tesla Module
      • Tesla Module Cost Factors
      • Model 3 Pack-Design Assumptions
      • Tesla Pack Components and Assembly
      • 60-kWh Pack Cost Estimate 2020
      • Cathode Cost, Total Cell Materials Cost, Cell and Pack Price per kWh - 2013 to 2022
      • Tesla’s Gigafactory – Synopsis
      • Tesla’s Gigafactory – Synopsis 2
  6. Tesla’s Impact on the EV/Battery Industry
    • Tesla’s Impact on Electric Vehicle Design
    • Tesla’s Impact on the EV / Battery Industry
  7. EV Market and EV Battery Market Forecast to 2025
    • EV Market Development – General
    • Model 3 Launch
    • EV Market Forecast by Producer
    • EV (cars and buses) Battery Cell Business
    • PHEV and EV Cell Business
  8. The Stationary Energy-Storage Systems Business
    • Tesla ESS Utility Products and Market
    • Utility Energy-Storage System Market
    • Tesla Energy
  9. Conclusion: Likely Scenario for Tesla’s Future
    • Government Credits are a Bigger Deal than is Generally Acknowledged
    • Other Markets for the Gigafactory?
    • The Major Risk Factors
    • Tesla and Model 3 Sales Development
    • Our Projection: the Most Likely Scenario…
    • Tesla’s Future and the Gigafactory
  10. Appendix
    • Key Characteristics of Modern Electric Vehicles
      • Range of Modern EVs to Date
      • Battery-Pack Capacity of Modern EVs to Date
      • Battery Packs for EVs – Analysis – Pack Capacity vs. Launch Year (MY)
      • Battery Packs for EVs – Pack Specific Energy vs. Model Year Launch
    • Key Characteristics of Tesla Vehicles and Battery
      • 2012-16 Tesla Model S – Vehicle & Charging Parameters
      • 2012-2016 Tesla Model S – Battery Pack Parameters
      • 2016 Tesla Model X – Vehicle & Charging Parameters
      • 2016 Tesla Model X – Battery Pack Parameters
      • 2012-16 Tesla Model S – 2016 Tesla Model X – Battery Cell Parameters
    • EV Battery Technology Background
      • Cell Design
        • Li-Ion Cell Technology
        • Li-Ion Cell Design Options
        • Internal Structure of the Cell
        • EV Battery Technology – General
      • Key Materials
        • Flow of Materials in Battery Production
        • Li-Ion Cell Key Components
        • Major Materials and Suppliers – Cathode
        • Major Materials and Suppliers – Anode
        • Major Materials and Suppliers – Separator
        • Major Materials and Suppliers – Electrolyte
      • Module and Pack Design
        • Li-Ion Module Design Options
        • Nissan Leaf  Cell, Module, and Pack
        • EV Battery Pack
        • 2013 Vintage Battery Packs from Major Automakers
        • More on Battery Packs