That being said.. excluding the CLB benefits (which I currently do not understand), my understanding of the silicon composite information is as follows:
With the silicon composite announced yesterday, the current generation Tesla Model 3 (Long Range) could go from a "realistic" range of approx. 500km...to approx. 800km!
My Calcs:
My understanding is that a Tesla Model 3 currently uses a battery with 250mAh/g. I know that Anteo mentioned 350 as their reference, however, I believe Tesla only uses 250 at this stage.
Increasing this to 500 mAh/g, assuming a sustained 80% usable capacity (as per the recent announcement), we would still end up with a 400 mAh/g battery, which would give the increase as outlined above.
This is just based on a 9% silicon composite. Take this to 25% and you have a massive increase in km's.
To put this into perspective. A current Tesla Model 3 (short-range) has a "realistic" range of approx 360km and sells for approx. $79k, driveaway, depending on your state. The Long Range, which provides an increase of only 140km, sells for approx. $98,400. Let's call it an even $20k more.
Tesla currently charge $20k, for a range increase of only 160km.
If we can provide a range increase of nearly twice that amount (300km), imagine what tesla would pay to obtain this tech!!
Lastly.. This is all based on the MIN. 9% increase. Anteo just said in their recent release that they believe 25% is more appropriate.
I wont go into detail, but this would prob give us a range increase, for the first figures, from 500km, to something like 1500km.. it would never happen though, who needs that much range. The point is that this would bring a "typical" battery cost, down to at least a 3rd of the current cost.
All IMHO...anyone please feel free to correct my numbers:
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