When Tesla unleash M3P batteries it could be GAME OVER...

When Tesla unleash M3P batteries it could be GAME OVER...
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[@danielcurtis4179]

I talked to a man that is a retired GM manager. I was complaining about there are some things that fail commonly. When one certain thing fails all the time why not redesign it and fix it. He said they made contracts with suppliers and the union and it was next to impossible to change a design before the contract runs out. They would rather pay warranty claims and damage customer experience than change a design early.

[@whodatcatt]

Wow!!! The unionized auto industry is sooo effed

[@BasedInBrazil]

​@@whodatcatt You think that's effed try a unionized government.

[@spadjustersshubert2872]

That’s why they will fail unfortunately

[@Stuff_And_Things]

There is of course the "one horse shay" phenomenon. Its a poem by Oliver Wendall Holmes that's a bit difficult to read due to the early English he used. To summarize, (yes, spoiler ahead), The Deacon of the local church was upset at having to take his carriage in for repairs every time something broke so he commissioned the best craftsmen to use only the highest grade materials to construct a new one. It was "The Deacon's Masterpiece". It is a humorous anecdote to the idea of having every part of a structure be the best material and craftsmanship so no parts break before any other. 100 years to the day after the carriage was built, it collapsed in a heap of dust leaving the then Deacon and his wife sitting in the road.

[@Lifecoach7Ra]

All these fed up big legacy have only man-ager stealing bonuses for impressing and cheating analysts with faked good quarterly results and these stupid know nothing better than their Excel-sheets. They had 100 years to learn how and on cost of people and tier one to three suppliers in the background who also start their own car businesses to end consumers. However legacy is an old lady with too much cosmetics on. Tesla only learns instantly and with TeslaOne they are just not to beat. Like Daniel said they have no high vertical integration to do so and change things fast enough in legacy and the workers unions like mafia kills them as they are only looking for themselves and NOT the workers that can get more in the Tesla universe or must look for a different task in life because stupid routines are soon done by Teslas Robots as machines making machines 24/7 with the utmost of precision. So better get your kids the best education for tasks and jobs they also fill with their core competencies otherwise they are lost in transition or become cannon fodder! If you look the black clouds everywhere!🤒 Think if people realize what goes really on at Tesla and at which pace they forget about EV and cars… The shares will skyrocket for those who understand it’s today the only sound long term investment besides weapons and pharmaceuticals.😂

[@MTerrance]

I cannot recall any other company that discloses its plans and practices to the degree that Tesla does. For analysts to be ignorant of what they are doing and planning requires an act of will - simply refusing to avail themselves of a wealth of information. I mean they don't even need to read research reports - just log onto KZbin and start watching, and yet they are always making mistakes, missing developments, and repeating falsehoods. Thank you Sam for doing this. It is fascinating.

[@andresd6193]

Because according to them Musk is a fraud not to be trusted. Remember Musk released his master plan long ago, but to them it is just a bunch of BS.

[@Alarix246]

They are doing it at their own peril. What a nice, though overused, but true phrase! 😆

[@1rjona]

Because MSM no longer does research. They rely on PR departments of the corporations. And Tesla does not have a PR department for them to get info on

[@JohnSmith-pn2vl]

it's actually very simple to understand, Tesla does not spend billions on advertising.

[@grantbuttenshaw]

This is by design

[@capmarketer5038]

Love your channel dude, very concise, not available anywhere else, and without loud production music and other distractions.

[@electricviking]

Glad you enjoy it!

[@sparkysho-ze7nm]

Amazing str8 forwardness

[@theblue882]

I would love a tour video Sam! All the best wishes🎉

[@electricviking]

Thanks Mate!

[@brianmerlen6747]

Id love to see a tour, wishing you and your family the best

[@PaulMcCormack1968]

Yes Sam, stop slacking - you don't make enough videos

[@davidelliott5843]

It was pretty obvious some years ago that LFP is a better option than Ternary cells. But everyone has to do the same thing so LFP got ignored. M3P solves the performance gap but maintains the safety of LFP. It’s not just that Tesla moves fast. The others don’t move at all.

[@hvh377]

I remember pretty well that the consensus in the industry was that LFP would be ideal for automotive applications, but Musk needed to be pigheaded and put NCA cells in his cars. He actually made derogatory remarks about LFP at the time. No performance from that inferior chemistry. And everybody followed Tesla down the wrong path only to come back a few years later......

[@SkyRiver1]

@@hvh377 Times change and Tesla changes with them, usually ahead of them. You may be keeping some kind of OC score about corporate decisions in the past, but really, what in the heck does it matter? That was then, this is now.

[@hvh377]

@@SkyRiver1 Tell that to the fanboys every time they claim Tesla invented this or that or say Tesla is the best at everything. Let's have some sense of reality about the brand. Tesla isn't that special. They just had the right product out at the right time and it is a big success. It actually took them 2 tries to do it as well, because the model 3 clearly was not the right product. The rest of the automakers already knew that, because they all were making crossover SUV versions of their small sedan models long before Tesla did Let's see if Tesla can make another successful model.

[@gav00]

kzbin.info/www/bejne/hIjZemSalrOcotU for abc news item on fire risk…we should all just buy the safer LFP for safety of our family, our neighbours, community and emergency workers. I’d even suggest Fed Gov considers ban, extra tariff or no incentives on lithium ion cars when there is a known safer option. If people want the extra power or range not getting LFP then maybe they should have to pay into an compensation fund the Fed Gov tariff could invest those funds in to help cover costs of EV fire response and recovery plus medical expenses if anyone is hurt.

[@Woodcote]

A tour video?! I would love to see that 😊

[@michaelfred8848]

3/26/23 just watched monro live about Amprius creates a 500wh/kg battery.

[@cocorna3282]

"GM WILL BEAT TESLA by retrofitting all Bolt EVs with 188 Duracell AA Batteries, somewhat rechargable" - Mary Barrrrrrá, CEO

[@jossdionne9810]

Too bad! The best batteries are made in China, second best from Korea.

[@alistairplank4996]

LoL !

[@sparkysho-ze7nm]

Like th leader would ha

[@EVCurveFuturist]

This is pretty awesome. It will give Tesla more wiggle room to reduce prices while continuing to retain healthy profits, all the while increasing range on existing models. They never keep still.

[@hvh377]

You are aware that these cells are available to every EV manufacturer on the planet? Anyone can buy these from CATL; just as Tesla is buying them from CATL?

[@EVCurveFuturist]

@HvH Nobody at the same price Tesla can get them at. Also, the point is that this will lower the existing costs to them.

[@hvh377]

@@EVCurveFuturist And you know that because.... I forgot: Tesla is winning at everything!

[@airheart1]

@@hvh377 you believe there is an endless supply of these? If Tesla has first crack at em.. whether it be some existing agreement or cooperation between the two.. there will not be enough for some time, for anyone else to make any significant amount with them. Could keep Tesla years ahead of their 'competition' for another half a decade. And as he mentioned.. by the time slow legacy makers pivot to copy.. Tesla has moved on to the next newer, better, cheaper tech. None of them will catch Tesla unless and until they change their ENTIRE corporate and production foundation to be agile like Tesla.

[@nomad_zero]

@@hvh377 It is easy to make such empty claims, but how many out of all the manufacturers on the planet actually have a deal with CATL? Another interesting question would be how long would it take for a company with no deal with CATL to make a deal, build a battery factory, and then scale production? Still one has to consider... how many automakers have the scale, or are actually using Tesla's new manufacturing techniques to cut costs beyond the battery pack? Because Tesla cars are very efficient and that's why there are plenty of cars with bigger batteries that are still losing to them in terms of range. And that's why Tesla can make EVs profitably. A claim can appear to make sense at first glance, but you should study what it will take to implement it. I'd say Tesla and a few Chinese companies that are already contracted with CATL have about at least a 2 to 3-year advantage compared to the others.

[@pegefounder]

Was exhibitor at the E-XPO in Salzburg and looked also at the small car show with local car dealers. Approaching the Toyota booth, I searched in KZbin on my smartphone, “Electric Viking Toyota”. “What is Your opinion about this disaster”? Seems they have no idea, what is going on. Best joke was the Smart SUV for 46.000 €, because Tesla showed a Y for only 43.000 €. Seems EU car industry thought big price increases are a good idea. They are completely unprepared for a price battle.

[@charrin9086]

Its only natural to assume that the big 3 will have these batteries, Since CATL is building a battery factory in Michigan

[@scifithoughts3611]

Sam, although I was distracted in watching this video, I think the video isn’t clear on a few things: M3P is CATL’s structural batter pack? Why is M3P so much better than existing battery systems? You mentioned it has higher energy density, how did they achieve this? Is it different chemistry? Better manufacturing/engineering? Regardless Sam, thanks for the video.

[@CharveL88]

I'm new to this guy's videos. I would only critique that there was much more fluffing and speculation going on, than any actual info. I'm sure he does well enough, but I prefer a deeper dive into tech, not just "holy sheepsh** this new tech is super awesome!" Maybe that's not what his audience is into though.

[@sparkysho-ze7nm]

An lighter

[@KimHenriksen.]

Fisker Ocean Extreme = 707 kilometer. Volvo EX90 =600 kilometer, BMW iX = 611 kilometer, Polestar = 610 kilometer, Mercedes EQS SUV = 602 kilometer. Audi Q8 Sportback = 600 kilometer.

[@charlesrovira5707]

4680 is the metal *can,* M3P (LMFP) is the *chemistry* that you fill the can with.

[@richardfolden3860]

Those aren’t the same chemistries.

[@jonahbert111]

@@richardfolden3860 A can doesn't care what chemistry one shoves into it.

[@earlpottinger671]

@@jonahbert111 I don't understand people saying such things, you could put an lead-acid or the same stuff that is in standard flashlight batteries inside the can. The can does not care. Which of-course in the future if Tesla comes up with a super battery chemistry they can put that in too.

[@richardfolden3860]

@@jonahbert111 and some people care to be intelligent and accurate. Clearly you do not if you insist that x and y are the same things, when they are not.

[@jonahbert111]

@@earlpottinger671 Yes, that is the whole point. As chemistry improves, what goes in the can improves. The can is designed to be easier to produce because it is bigger, and it is strong enough to be part of a structural platform, compared to the smaller cans. It was never meant to signify a certain chemistry.

[@djiembefolaDan]

Please do a tour video! Thanks Sam!

[@Paul_Lenard_Ewing]

Toyoto has done extensive market research and the big picture shows that populations that are not in the West that need cars simply do not have the infrastructure to adapt to electric cars and it is hard enough to supply electricity even to thousands that do not have it. Plans to solve the problem are not on the short list so it could take years. It is a case of hybrid if possible in the city and gas once you leave it. In short they see no advantage of going all electric too soon. The Electric makers are like the early makers of the first gasoline engine cars. Too many, too underfunded and nothing to distinguish them as special. i would not be surprised in Toyoto ends up with a very good balance sheet for as much as 10 years. As for the West no matter what the brand a new gas powered car will have near zero resale value in as short as 5 years.

[@incognitotorpedo42]

Nothing to distinguish them as special? LoL! Try driving a Tesla. Let us know how the instant torque compares to your lunchy ICE. Are you trying to tell us that Toyota is playing twelve dimensional chess here? Good one. Note the spelling of "Toyota".

[@mr.hamiltom5440]

Wuling Mini and a few solar panels solves that problem. It's also available today at less than US$8 K and is affordable by most. Looks like Toyota is pulling your leg.

[@hvh377]

Just so that you know (if you didn't already and are, in fact, interested), because Viking didn't mention it: it's a step up in energy density compared to _LFP_ chemistry. LFP is not the most energy dense type of Li-ion battery chemistry (to say the least), but M3P (LMFP) is supposed to combine the benefits of LFP with improved energy density. I don't think this chemistry is bringing energy densities close to NCA territory. So don't expect any range records or performance records to be broken with this chemistry.

[@jordanbrown7403]

hydrogen 1200 mile range cars kraftwerk tubes

[@hishamg]

@@jordanbrown7403 I'm ot sure if you're joking or not? I'm guessing it's a joke 😃. I can charge my car on my own drive, if fact it's charging right now and the electricity for it is coming from an offshore windfarm 10 miles away. I can't fill any car with hydrogen on my drive and neither can anyone else, nor am I aware of any hydrogen filling stations anywhere nearby. BEVs are here now, hydrogen is decades away, assuming that anyone can make affordable green hydrogen in the quantities necessary anyway.

[@SkyRiver1]

@@hishamg And hydrogen is far far less efficient overall. It adds complexity too, which is just stupid for cars, but may be a good thing for mass energy storage.

[@rwyo83]

Also Zeekr 001 is using the Qilin arquitecture with a ternary lithium battery, is not the same as the M3P battery. Nio is using a semi solid state battery with higher energy density and poor cycles, but cycles is not a problem if you swap the batteries

[@conventionalwisdom]

Time will tell? The actual numbers vary by business school, but there are some general historical statistics on market share and the number of big global players in mature markets of many different types. There is usually room for about eight players. The leader’s market share % goes down the line in reducing percentages as does the net profit margins, until the margin is insufficient for long term survival. The market leader tends to set the prices and their market share often settles very roughly around the 30% mark. The EV market is still immature so the degree of market dominance might be expected to reduce in time. This is to be anticipated, and in the Tesla case should not be touted as a negative. Tesla’s and BYD’s agility is a strategic competitive edge that the legacy auto makers will need to learn from in order to survive. EV consumers who intend to buy and use their vehicle over a long period, need to think very carefully about purchasing from a likely long term survivor, who can service their vehicle, say 10 years out.

[@Beatles4Sale.]

Hope CATL can make these batteries in the USA.

[@benedictjohannes]

Hmm the country of #meToo?

[@edwardr8826]

Now that the patents they had been stealing for the past decade have expired they officially can. But should they be allowed to have such market access?

[@jandemckay]

Thanks Sam. Would love to see visuals of your surrounds - might need to remind viewers that accommodation in Thailand is much cheaper than in western countries or people will think you’re living in luxury at others’ expense! Happy if you use local visuals while you talk your usual EV/battery stuff as generally what you say is more valuable than the visuals (unless it’s about a new release vehicle). Keep up the great work and may you all be healthy!!

[@johndoyle4723]

You have to realise that a lot of people do not like Teslas, yes the numbers may be best in class, but many Europeans like their BMWs, Audis, VWs, Porsches etc, so "Game over", no, all to play for. Kia and Hyundai make some superb cars, Ford are making progress, MG at the lower end are doing very well, and the Chinese will not give in without a fight. Competition is good.

[@fenrirgg]

But they are not profitable. The most awesome car company can't survive if it's not profitable.

[@barr96]

​@fenrirgg nether was tesla for some 10 years. The Chinese EV makers are going to chew into Tesla market share, what with Teslas dates cars, poor service and awful build quality.

[@ΘάνατοςΧορτοφάγος]

As an engineer i really like tesla. But Musk makes me not want one. I wish Tesla all the best, but its not high on my list of cars to drive.

[@ciybersal9833]

Agreed. BYD going places Tesla can only dream of

[@malcolmrickarby2313]

Other EVs are NOT the competition! 🤔

[@passby8070]

Hey Sam it was great to see you in person in Sydney. I hope your wife is doing well. Would be great if you can do a tour of where you stay and highlight the EVs they they drive locally and its infrastructures to support the growth.

[@brianmatthews9049]

Hi Sam. One thing I think we should also be looking at is are these new batteries part of the structure of the car which could make it very expensive or impossible to replace. Is the cost of construction of the car overriding maintenance issues. With less moving parts the car could last much longer than we are used to and battery replacement becomes more important. Best wishes to your wife

[@GoCoyote]

The price of lithium dropping 50% is a bit of a red herring, since the price is still up over 700% since 2011. Still very expensive due to overall demand, but the recent run up and crash in value had more to do with panic buying, and then a following market adjustment. New processing capacity will have much more effect on prices if it can come online faster than demands.

[@aprapet7218]

So what. What was the price of the battery in 2011?

[@GoCoyote]

@@aprapet7218 Exactly, that’s why it’s a red herring. Still expensive, but not impossibly so as manufacturing methods and economies of scale have lowered costs. The cost will continue to drop, including when the price of lithium goes down.

[@gary.richardson]

Part of the price increase is adjusting to market disruption. This paradigm shift spurs investments in facilities, equipment, and new talents. It is better to find ways for lithium to perform better at the same quantity and fetch a higher price or demand consistency.

[@CharveL88]

New lithium mining methods (like seawater extraction et al.) will be needed to get China out of the dominant position. Also, China will likely make a move on Taiwan while they still can, which will lead to problems obtaining lithium when the inevitable retaliatory sanctions kick in. Let's hope they're not that dumb.

[@GoCoyote]

@@CharveL88 China doesn’t mine much lithium, they just process the majority of it. The US has far more lithium than China.

[@NaughtyGoatFarm]

Another reason for me to hold off ordering my model y. So now I'm waiting on hardware 4, refresh bumpers and m3p battery chemistry before I order.

[@wj9494]

Maybe what I heard was wrong, but M3P are only 15% (max) energy density better than their old LFP battery and are still below current turnery batteries

[@divyangrohit5779]

Hey mate... please make a video comparing Indian EVs against the rest! What could the competition bring about for consumers ? 🤔

[@maciejwalasek2882]

I don't think analysts are ignorant. In my opinion, they just represent big market players that need time to get rid of ice car producers' assets before they will fully jump into Tesla ones. Otherwise, they would shoot their foot.

[@LinuxGalore]

Tesla may decide to offer smaller battery packs so as to reduce weight and increase efficiency ie same range, less weight with a cheaper sticker price. Not everything is about range, you also have to consider efficiency and weight. Also M3P batteries just got some very big competition from Amprius Technlogies, their battery that has gone into production in the USA is already double the energy density of anything coming out of China.

[@LinuxGalore]

@James Karrie you are looking at it wrong, same price per kwh as LFP but half the weight. Weight is a big issue right now for batteries.

[@ikwikwi]

Not sure why it's so hard for legacy automation to build a frame and invest in battery tech.

[@michaelnjensen]

Never going to buy a Tesla M3 before HW4 is there, just don't want a crippled car without a radar sensor. (and yes might work fine without in California/Texas, but not here in Northern Europe, where it's often crazy foggy at night / snow / raining a lot) where "vision" just isn't good enough. (my opinion, after having driven with radar sensors the last 6-7 years), nothing against Tesla, I'm super excited for HW4, with the new high def radar they are adding. All the self-driving features just isn't there most places outside the US, so it's not a specially big selling point, but nice driving assists with radar would be really welcome.

[@robertnicholson6686]

Fantastic info as usual Sam. Super useful. Thank you.

[@electricviking]

Glad you enjoyed it!

[@filmagnoli]

Great update, and was great seeing you at Fully Charged Sydney! :)

[@Soederlund]

About 4 month ago CATL reported that they were producing solidstate batteries in their ordinary Lithium NMP production lines. At this time these had about 50% of the energy density of the L-NMP batteries. CATL predicted at the time that they would have gotten the energy density up to par with the L-NMP battery in about a year. And then we start talking. This is important as the more electric cars we see on the street the closer we get to the ban of L-NMP powered vehicles in tunnels, on ferries, in parking buildings, and parked close to other buildings. The insurance companies will refuse to insure these vehicles due to the high risk of fires that easily spreads and are difficult to extinguish. This is why the solidstate battery soon will overtake the L-NMP battery. And you are 100% correct about the other car manufacturers. Look at VW and BMW as two examples. They invest heavily in Northvolt. A company that now asks for additional $8 billon in investments/loans to build more factories. They don't even have one fully functional factory after 5 years and almost 4 years of having a factory up. 90% of all the cells they build is scrapped due to poor quality. I wonder why 🤔 Can it be due to the fact that they buy old technique manufacture machines from Chinese companies and expect these machines to perform world class quality product? Well, the whole management of that company lives by the "Emperors new clothes" mentality. Say "yes sir" even if you know it will lead to disaster. So that company is not even in the race for it. It will be the biggest black hole for investors money in the world.

[@williamminehan4416]

What’s up Sam🤘peace and love to the family. Tesla is hitting the competition hard this year 💪🏽🚀🚀🚀💰

[@jebes909090]

sam says, cancel your current tesla orders because a far superior one for the same price in coming out in 3 months.

[@johnross6314]

What about sodium? BYD seems to be all in.

[@glenncornwall4331]

Hi Sam, I hope your day is going well with your wife is doing better. Say I just thought I would mention the fact that Monroe and Corey of Monroe and associates have pointed out that they believe that Tesla is actually making over 20% profit right now on their cars even with a price reduction.😮😅

[@phishstyx]

Structural battery packs have a huge downside. If they are even just slightly damaged, the whole pack has to be replaced. Insurance rates on Teslas are already sky high and it looks like structural packs are going to drive increased insurance costs.

[@angusfalconer8754]

Yes I would love to see you do a tour video. Try educate the viewers.

[@document6]

Now just in theory, if Tesla knew this was coming, their recent price reductions are even more brilliant

[@oldbasted]

You can be 100% sure Tesla knew this was coming. Further price cuts on the way. Tesla will destroy legacy automakers way faster than anyone is predicting. Other than Sam of course!!

[@sparkysho-ze7nm]

Word

[@philbarker7477]

Let’s see if Tesla do claim a range increase ( the biggest stumbling block).Overall we have seen two ‘new’ types of battery formulations ( Iron and Sodium) that whilst being cheaper have lower ( not higher) energy densities than trad lithium nickel phosphate batteries. Range is going down not up - which is why sales of electric vehicles has been slumping and second hand car prices crashing ( at least over here in the U.K.).Oh and thats also the reason Lithium prices has halved - lack of demand.

[@kimollivier]

Strange associations with the changes in sales. It looks like a lack of evidence so it is just confirmation bias to what you think are the issues.

[@hmacquarrie6500]

how is the fire resilience of this battery. Have seen many video's of fires with electric vehicles ,mostly BYD models. Are these batteries different? What About towing capacity?

[@joergmaass]

Energy efficiency is king, and the electric motor already outcompetes the ICE by a large factor on this. The remaining question is energy density and energy content by weight: In this area fossils fuels have about 12 kWh per kilogram. The CATL M3P battery has an alleged energy density of approx. 240 kWh/kg. That is twenty times as much as fossil fuel! In Germany, one kWh of electric energy costs approx. 0,48 €. One kWh of fossil fuel energy costs between 1,15 to 1,28 €. That is more than double as much! So, electric cars have better efficiency, better energy density AND lower energy cost. I cannot see how the ICE can possibly compete when the costs for electric cars come down, and that seems to be the case.

[@hvh377]

Where did you get that 12kWh per kg number from? No Li-ion battery has an energy density of 240kWh/kg. You are probably of by a factor 1000 in your calculation. 240Wh/kg or 0.240kWh/kg is probably closer to the mark.

[@georgewshannon7634]

Yes please do a tour of your location thank you.

[@philchapman6021]

M3P (LMFP) batteries have higher voltage with some manganese/aluminium/zinc replacing some iron (Fe) compared to LFP. There tends to be an inverse relationship with voltage and cycle number. The higher voltage of the LMFP battery will reduce the number of cycles. You may need to charge similar to NMC batteries by charging between 20% and 90% to increase longevity of the battery. So the actual range needs to be adjusted accordingly. LFP batteries can be charged to 100% and expect 4000-6000 cycles before significant degradation.

[@grapsorz]

10-30% range increase is stil WAY to little to get this things to actually be able to do work. we need 3 times the range to get a OK towing range. before that happens we cant go over to EV only sales.

[@avotreemansanders3289]

E aeroplanes becoming more viable, is obvious with better batteries!

[@davidblah-7215]

2:18 😂😂. I was like wait do we move?! definitely would like a tour also, would you be raffling off that leather wing back chair? Lol.

[@richardglover314]

The legacy automakers failed to realise that the transition to us all driving electric is not about batteries (although they are essential) but fundamentally about electric motors being the only thing turning our wheels. Had they grasped that back in 2008 Tesla would not dominate now and might not even exist today. What the legacy lot did was think that until we have enough batteries the ICE must be connected to the wheels. However once you have only electric motors turning the wheels, with each new model or model update, the race is on to give more battery capacity. And that is what Tesla have done because the alternative would have been ice generators or hydrogen fuel cells and they would been competing with legacy auto in a field they already dominate. It would have been evolution, not revolution and the irony is today we would already have far less fossil fuel use.

[@byrnedes]

Thanks for post. MP3 sounds like an industry change, not just Tesla-only. While you expect Tesla to be faster adapters than the competition, I doubt the others will hold off.

[@nejc3]

Hey Sam, thank you for the constant new videos, glad to watch them daily. I wonder, do you also own a Tesla?

[@cbenson513]

I'd be careful about assuming range or cost advantages making it to the consumer rather than allow smaller batteries and lower cost to Tesla and more margin that hey can then potentially lean into by lowering prices, if needed.

[@RonSonntag]

Any battery technology based on Lithium is a DEAD END! Keep that in mind. There are dozens of non-lithium batteries under development and many are approaching full manufacturing capability.

[@incognitotorpedo42]

Check back in five (or ten) years. We'll see how all that goes. Most of a battery factory is chemistry agnostic. It will be possible to change chemistries.

[@1danacom]

Love a tour Sam, cheers

[@nk-gp1ml]

CATL are the manufacturer of these batteries. They already supply to several other car manufacturers besides Tesla and presumably will also supply m3p batteries to current customers at least. The new generation batteries will be a game changer for all EVs.

[@rookiebird9382]

lol, I thought it's the battery from model 3 performance. I was so confused in the beginning.

[@timoliver8940]

This new battery tech could have some very serious effects on the value of used EV’s with poor range and less good charging characteristics.

[@malcolmrickarby2313]

Everyone wants a second car 🚘🚗🤔

[@alanjameson8664]

Can't say as I am surprised; Tesla has been WAY ahead in both automation and innovation, and is not weighed down by debt. Still very interesting to hear. Now if they could only make an auto comparable to a Honda Fit/Jazz . . .

[@jebes909090]

yep, cancel your current tesla order because a far superior one is coming out in a few months for the same price. its what sam says.

[@darylfoster7944]

"an auto comparable to a Honda Fit". Do you mean comparable in size?

[@malcolmrickarby2313]

Comparable in high density urban use friendliness would be the next generation.🚗⚡️🤔

[@Nerdmom1701]

I'd love if you could do a tour for us!😊 I've never been to Bangkok, and I would really like to see the sites that have come to your attention in the city, in that part of the world!😃🥰

[@philipbrown9006]

If a petrol station has 8 pumps, and it take 6 times as long to charge an EV as it does to refill a petrol car, then if every petrol car were to be replaced by an EV the filling station would require 48 charging stations. Even if there was room on the forecourt for these, the cabling to the site would not be capable of supplying the extra power, and even if this were to be upgraded, we would need to build additional nuclear power stations to provide dependable clean electricity. The fact that the Government is ignoring these factors suggests that the object of the exercise is to use the alleged climate change crisis to eliminate private transport for all but the very rich.

[@pernesvictor708]

Well, I have been looking to buy a combustion engine car for a while now, so please do tell me exactly who, when and where is dumping any combustion engine new cars on the market, because I have only seen ridiculosly high prices from all the large producers: Toyota, VW, Renault, Peugeot etc. There is no price hike in Europe.

[@andrewtruscott8515]

Thinking of buying a model Y in UK. Should I wait for an m3p battery? Need to 250miles and be handy to do that in one charge…

[@RootBeerGMT]

Viking: I can assure you that prices are not being lowered on ICE vehicles in the USA. Quite the opposite. In fact, dealers are tacking on 10-20k onto mundane vehicles like jeeps and For 150s. Used car dealers are complaining the lack of supply. Don’t buy any car now. And don’t buy a Tesla unless you can pay for a substantial portion of it upfront. The economy is quite likely to take a hit of huge proportions. Keep your debt low and your liquidity high.

[@jonahbert111]

If CATL keeps making progress on chemistry, will the Tesla 4680 ever get off the ground? What is going to happen in Germany, is CATL going to open a battery factory in Germany? They are committed I believe to build one or more in the US / N. America. Lots of questions.

[@netgnostic1627]

An electric skateboard tour would be great. Or better yet, maybe you can rent an Ora Good Cat or another interesting EV, and do a tour showing some interesting landmarks etc.

[@nickthorp2734]

As they are a derivative of LFP, are M3P batteries less likely than ternary, etc, to catch fire?

[@tuanessence]

Please do give a tour of where you are staying and the surrounding areas. Thanks 👍🙏👍

[@rexzietsman]

niobium in the anode will also will also speed up charging 😁

[@yourlogicalnightmare1014]

Structural packs are a double edged sword because they make a crashed tesla a total loss. the structural battery is irrepairable

[@hvh377]

You're probably right, but it doesn't make much difference. The large castings that Tesla uses in front and behind the structural battery pack will be damaged in such a crash too. That's an instant write-off too. And Tesla wins again! They can sell more new cars than anyone, because repair is made more difficult.

[@yourlogicalnightmare1014]

@HvH Not sure how thats a win for tesla when car insurance will be 10x higher on Teslas because they are irrepairable, making buyers question if its really worth it. An ICE car can be wrapped around a telephone pole and still go to a body shop and be brought back within spec.

[@hvh377]

@@yourlogicalnightmare1014 You must have missed the sarcasm in my statement. Everybody is taking such ludicrous statements seriously here. It's probably because this area of YT is full of Tesla fanboys who actually believe and write this stuff..... Of course it's bad that cars are constructed this way. Even cars are starting the march of the mass-produced goods. Stuff is more and more optimised for cheap production, less and less for cheap repairs and you end up replacing everything with new when it is broken. Repair has become too expensive. I remember a time when white goods repair was a thing. Now a broken washing machine is instant landfill. Or when VW introduced the separate door skins to ease repairs of small carpark accidents. Tesla is going the other way completely. Not good for the planet at all.

[@yourlogicalnightmare1014]

@@hvh377 One thing I've learned from reading thousands of comments about Tesla... people who use the phrase "tesla fanboy" are angry incels who can't afford a tesla and can't afford the stock, so they are left out of the game entirely. They can't have the car, nor can they get rich off the stock. I made $100k in February when I bought a chunk of Tesla after it nosedived from people like you whining about it. So I should thank you for adding to my wealth. Secondly, I couldn't care less about the planet. If humanity cared at all about the planet, it wouldn't be growing more humans at an exponential rate. If Earth had 4 billion fewer people, we could pollute all we want, fly all the private planes we want, burn all the coal we want, and it wouldn't make any difference. It is ONLY a problem because of the absurd number of humans on the planet. So when you can convince every government on earth to massively restrict their population growth, then MAYBE I'll buy the phony pearl clutching virtue signaling from those who claim to care

[@macmcleod1188]

@@yourlogicalnightmare1014 you don't have to worry about population growth. FYI.

[@HartleyHarrison-v8z]

And now we may have the LMFP batteries that go 1000km. That would put the range is a place that would ease concerns. Now if there would just be as many superchargers as there are gas stations (preferably covered with convenience stores, food courts and restrooms).

[@williamreese6642]

Since alot of auto would be charged at home 95% of the time, you don't need as many chargers as gas pumps , also some business and hotels already putting in chargers , you don't have the same with gas pumps

[@kida12]

In the great expanse in the western middle of the country, it is daunting to make long distance trips-- thousands of miles -- because of the lack of superchargers. It can require going many miles out of your way to get to a charger. And if your car dies in the middle of a mountain top you'll have to take out a second mortgage to get towed.

[@rogerzimmerman304]

This is great news that M3P is now in production. I saw from another video from 7 months ago that CATL's M3P was LFP with some of the iron replaced with Manganese Zinc and Aluminium, could someone confirm this? I am curious to know what is the new chemistry. The video I was was: kzbin.info/www/bejne/rIPImn6Hj8iHjbc

[@fergyspoolshots]

where is it?

[@yammybolo222]

What’s the difference in batt chemistry in terms of materials like lithium, etc compared to M3P? Less lithium than LFP for example? Manganese isn’t a huge market (as a steel additive) but if a big market crash (less buildings being made) could cause manganese prices to drop Plz comment on this …you say they are less expensive than LFP but how?

[@IndigenousEarthling101]

I suspect Tesla will eventually produce their own 4680 form factor batteries in a variety of chemistries, including LFP and LMFP (branded M3P by CATL).

[@SkyRiver1]

So it seems.

[@Beatles4Sale.]

The big deal about solid state batteries is how quickly they can be charged. If you can charge a solid state battery in 5-10 minutes that is a game changer. But it’s not anytime soon. The cost will be too high.

[@incognitotorpedo42]

With the latest chargers, you can already put a healthy charge on a conventional battery in 10 minutes, so who cares about solid state?

[@michael-qp9xd]

Reports if issue at with tesla car battery system then whole car is scrap as can’t replace battery pack as u said many times that pack is structural to car. No way to easily remove. If very small problem with some system failure not issue but where does become a big loss and a show stopper?

[@LouDeVere]

Thank you Sam. Now I'm wondering if I should cancel my MY RWD order due to arrive next month and wait for the new M3P batteries to arrive. Mind you, will they arrive in Australia as soon as the rest of the world?

[@morpher44]

1:39 wait until you have A.I. figuring out the optimum battery recipe.

[@rogerbegin3477]

Yeah, do a tour I would enjoy it

[@gridjac]

The M3P batteries perform better than LFP batteries, but they are not cheaper than them. They are cheaper than NCA or NCM batteries. So, they should kind of slot in the middle.

[@fix-hb1561]

U R Correct! Let's see how soon.

[@williamkelley7654]

Unless they cut retail prices in half the market will stay over-saturated as the vast majority of the market cannot afford these EV's.

[@garyclack3807]

Yeah I’d like to see a tour of Bangkok thank you very much love you sure

[@PhillProbst]

You made a comment that needs to be corrected ... you said that M3P batteries may be even better than 4680's. That's not an apples vs. oranges comparison ... that's an apples vs. shopping carts comparison. M3P is chemistry. 4680 is form factor. Two completely different, unrelated issues. No reason why M3P chemistry couldn't be used in a 4680 form factor cell.

[@g.p616]

Wow …10% further… Still can’t drive from Paris to Berlin then! … game changer.🤣🤣🤣

[@dallasjohnson8923]

Super good news Sam! Keep ur finger on the pulse for us!

[@electricviking]

Always!

[@powerbuoy]

A structural pack is not a good idea. Any accident will total the car

[@malcolmrickarby2313]

Save your life though. Better than being able to fix the car you died in? 😢

[@kickboxer8173]

im planning to visit that place

[@Roedygr]

It is not just techies who buy EVs. Nostalgia and advertising drive sales.

[@gabrielfresa]

This is just me speaking personally, but the structural packs don't look as sexy to me as they do to you. There was a story recently that discussed how the Model Y's battery was essentially non-repairable. Now, I understand that the battery won't need repaired often, but there is a degradation that occurs.

[@farmerfarmerer3847]

I would love to know what sort of batteries I have in my Model Y. Are they round or blade? Pretty sure they're LFP. It's a 2022 Model Y RWD.MIC.

[@transformerskids]

Alderon 👍

[@rogerfroud300]

Just look at some of that stock footage of Pouch Cell production. See how painfully slow the process is, and how many steps it takes. Look at how much factory space is taken up by these machines. Is it any wonder that Tesla's 4680 cylindrical cell costs so much less than these? Why isn't everyone making them? I guess that's the only way they know, and they'd have to admit their processes are inferior.

[@7ekn002]

Does this battery tech also come with the switch to 48V and hairpin motors?!? or are they all separate things that "eventually" happen?

[@JohnGeorgeBauerBuis]

It sounds like CATL will be able to sell every cell that they can make with this new process, as everyone will want them for EVs.

[@jennieleighloomis7870]

I just wish that they would open this new battery tech for E-bike and consumer use.

[@torben777]

It’s strange that Tesla struggles so much, considering it has been game over for all other auto manufacturers at least once per week for the last 7 years (according to Tesla KZbinrs. Ironically one of the prior game over events was the 4680 battery😉 PS! This new battery is from a third party manufacturer and thus available to all.

[@DrRick-dq4bb]

Sorry to tell you Electric Viking but every battery technology has a weakness. Often, news reports are too good to be true. In the case of M3P batteries, the potential downside here is cycle life. Experts familiar with the M3P technology are suggesting this chemistry shouldn't be discharged below 10 percent, and then not at incredibly high discharge rates. BYD Blade battery on the other hand does not mind at all 100% charging and 100% discharge....3000 charge/discharge cycles with little degradation from dendrite formation. That is over 700K miles!

[@giant108]

Is it true that Tesla is unique as it only uses cylindrical cells whether there are made by Panasonic LG Chem CATL etc? No pouch & prismatic cells at all. Is that true these cylindrical cells have lower self combustible fire hazards? Even BYD knife battery had many self combustible fire hazards in China that happened normally during summer.

[@EmanuelBettencourt-o4e]

Id like to see the tour of where you based. Great content in your videos, hoping for the best for you and the family.

[@electricviking]

Thanks Mate!