johnlocke wrote: ↑
Sun Jul 26, 2020 8:59 pm
Tesla has at least two advantages. The first is a comprehensive charging network and the second is technical expertise in battery chemistry and manufacturing. Neither one is likely to be challenged anytime soon. Tesla is also not burdened with a legacy ICE installed base. ICE manufacturers can't produce and sell EV's without hurting their main business model..
Tesla can move a given class of vehicle farther on a kWh of energy than any other automaker. They simultaneously pay less for that kWh of storage than any automaker. Those qualities are at the core of their competencies.
The supercharging network, autopilot, and software updates are just icing on that cake.
Ford needs 98 kWh to push a Mach-E as far as the 75 kWh Model Y. If Ford is paying $145/kWh at the pack level ($14,210) and Tesla is paying 10% less for their own batteries ($9,787.50) then that means Ford is $4,422.50 behind Tesla in the same class of car. Then Ford has to slice some more money off the top for dealer profit.
Automakers fret over fractions of a cent on parts costs. Having a built in $4,422.50 deficit right from the start puts Tesla’s advantage on full display. This is why they’re clobbering everyone.