Seeking Alpha

Battery makers could benefit from bigger productions runs from Tesla Motors

  • Tesla Motors (TSLA +0.1%) will have an outsized impact on the global battery industry if the automaker keeps pace with its production forecast, according to VentureBeat.
  • As a result of Tesla's aggressive production ramp-up, Panasonic (PC +2.5%) has expanded capacity and Samsung (SSNLF.PK, SSNGY.OB) is negotiating to produce batteries for Tesla.
Comments (12)
  • My local Ford dealer here in Vero Beach won't order any Electric Cars as he thinks they are a passing fad.
    Too bad ---- Tesla has proven them wrong !
    5 Sep 2013, 10:28 AM Reply Like
  • Buy a Tesla, drop buy and give him a ride - maybe that will just confirm he needn't bother -
    5 Sep 2013, 10:44 AM Reply Like
  • Demand will go through the roof. Production Capacity will be really short.
    5 Sep 2013, 10:36 AM Reply Like
  • Large parts of Detroit should be made an enterprise zone, free of all taxes for 25 years. Panasonic should locate a new battery plant in Detroit, Tesla should locate a second factory in Detroit, all large Tesla subs should also locate plants there. All personal income taxes earned in the Enterprise zone should go to the city of Detroit, not to the Feds for a period of 25 years. If it comes to pass, Detroit General Obligations bonds will be sold at a premium rather than their current 60 cents of the dollar and a new model for reviving suffering cities will have been established.
    5 Sep 2013, 10:40 AM Reply Like
  • Those are really great ideas!!! Why not present them to Tesla and Detroit?

     

    Keep Tesla a US Manufacturer, and help Detroit, a Win/Win.
    5 Sep 2013, 11:01 AM Reply Like
  • Why reward the entrenched auto makers in Detroit who refuse to budge from the dino-past?
    5 Sep 2013, 11:01 AM Reply Like
  • Aside from Detroit having a small educated workforce, unions would also need to be kept out.
    5 Sep 2013, 02:03 PM Reply Like
  • Any company willing to employ local workers and pay them a decent wage would be welcome.

     

    The employee understands that their salary would be free from city and state tax and their federal tax would go to redressing Detroit's problems instead of funding the Dino Federal government.

     

    Also, city vacant lots in the Enterprise Zone would be available at $1 apiece to Zone employees who promise to put up a home within a two year period. Favorable interest rates would be provided for those who elect this program and can, within that two year period, provide a reasonable downpayment (from their new-found savings) on the home of their choice.
    5 Sep 2013, 02:30 PM Reply Like
  • All Enterprise Zones are required to be free of the two impediments to personal freedom and progress: the Federal Government and Unions.
    5 Sep 2013, 02:35 PM Reply Like
  • PVYMCH---my late father in law thought air planes were also a passing fad. Maybe he was right...he never bought one. Everyone can buy an electric car and likely will in the next 5 years.
    5 Sep 2013, 11:12 AM Reply Like
  • I guess I am in the minority here ... I think that Tesla should go back to New Mexico and settle the dispute there (if it hasn't already been settled) and build a second factory there, along with an enormous battery plant. Three problems solved at once.
    5 Sep 2013, 11:45 AM Reply Like
  • The magnitude of teslas disruption is gigantic. The valuation it reaches may well parallel it.
    5 Sep 2013, 03:37 PM Reply Like
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