Tesla battery production is the real bottleneck, not Model 3 production
https://www.cnbc.com/2018/04/18/tesla-battery-production-is-the-real-bottleneck-not-model-3-production.html
Tesla's battery production for the Model 3 is the company's real obstacle to putting cars on the road, not Model 3 assembly itself, said Oppenheimer analyst Colin Rusch on CNBC's "Power Lunch."
"The real concern for us ultimately is how many batteries they can make that fit the specs," he said, adding that he thinks Tesla is having quality issues with the 2170 battery cells, which were a new cell found only on the Model 3. "We think they have a quality issue with the move to the 2170s and the chemistry changes, and we think that is the real bottleneck here."
Tesla battery production is the real bottleneck, not Model 3 production
Apr 18, 2018, 9:30pm UTC
https://www.cnbc.com/2018/04/18/tesla-battery-production-is-the-real-bottleneck-not-model-3-production.html
>Tesla's battery production for the Model 3 is the company's real obstacle to putting cars on the road, not Model 3 assembly itself, said Oppenheimer analyst Colin Rusch on CNBC's "Power Lunch."
>"The real concern for us ultimately is how many batteries they can make that fit the specs," he said, adding that he thinks Tesla is having quality issues with the 2170 battery cells, which were a new cell found only on the Model 3. "We think they have a quality issue with the move to the 2170s and the chemistry changes, and we think that is the real bottleneck here."