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Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Tuesday 6th November 2018. It’s Martyn Lee here and I’ve been through EV story today so you don’t have to.
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CHINESE MODEL 3 BUYERS COULD GET THEIRS IN MARCH
A tweet from Vincent kicks us off: "Breaking: Tesla might be ready to deliver Model 3 to China, friend of mine received delivery notice March 2019". And it looks like the battery production for the cars, when they're made in China, will be local. ELon has tweeted: "Tesla will manufacture all battery modules & packs at China Giga, as we do today in California & Nevada. Cell production will be sourced locally, most likely from several companies (incl Pana), in order to meet demand in a timely manner.” What we know so far: Tesla moved Shanghai Gigafactory 3 up as a priority following trade tariffs being introduced. They have 1300 acres of land and we've seen pictures of the earth movers already in, and preparing the land. Then in the Q3 Shareholders Letter it was confirmed: "In order to significantly increase the affordability of Model 3, we have decided to accelerate our manufacturing timeline in China. We are aiming to bring portions of Model 3 production to China during 2019 and to progressively increase the level of localization through local sourcing and manufacturing. Production in China will be designated only for local customers" My question is how quickly they'll be able to begin assembling parts, not full production. China is well known for putting up building in a weekend and large infrastructure projects, where there's a political will, being done in the time it would take the USA to approve the plans. But 4 months from now to start assembling some sort of car? Surely not. So next year are we talking Model 3's made in Freemont and exported, or how much of the production of a car, what's the percentage of assembly needed to avoid tariffs. If you shipped in the body and bolted in a Chinese-made battery pack, is that enough? How can they avoid that 40% import tariff?
COMMUNITY TESLA BATTERY TRIAL
"Australia’s first community battery trial went live on Monday, after the 52 available spots had been snapped up by Mandurah households – three months ahead of schedule. The trial involves a bulk Tesla battery integrated into existing grid and owned and operated by Western Power and Synergy." according to PV magazine: "A 105 kW (420kWh) Tesla battery in the Mandurah suburb of Meadow Springs will allow the customers to store excess power they generate during the day from their solar PV systems, and then draw down on it during the peak evening period. At a cost of $1 per day, each customer participating in the 24-month trial will be able to virtually store up to 8kWh of excess power generated during the day from their solar PV systems in the battery. The 8kWhs storage, which is enough to power the average suburban home for over one hour during peak time, will be available any time after 3 pm each day."
TESLA SEMI IS NOT SCARING DAIMLER
Fred at Electrek reports on this little war of words between Tesla and Daimler which has rumbled on: "Roger Nielsen, president and CEO of Daimler Trucks North America, made some interesting comments about the effort when speaking at American Trucking Associations’ annual Management Conference & Exhibition last week (via Fleet Owner): In response to a question about a possible delay of deliveries of Tesla’s electric Semi to 2020, Nielsen said it was not just a race to market. “The best battery solution is going to win,” he said of the electric truck market. “It’s all about energy consumption.” He said that after meeting with customers interested in electric trucks, he determined that they prefer to stay with vehicles they know and it’s why they will choose the eCascadia, an electric version of the diesel-powered Cascadia, over a new Tesla Semi. He said: “It helps create a smooth transition from a diesel-powered truck to an electric-powered truck”
TESLA PATENT ADDRESSES PANEL GAPS
And finally on Tesla today from Simon Alvarez at Teslarati: "The build quality of Tesla’s vehicles would likely see a notable improvement in...