As part of the release of Tesla’s Master Plan Part 3 presentation PDF, the company has seemingly revealed more hints at its coming global fleet of electric vehicles.
Under the section ‘Batteries for Transportation’, Tesla talks about the vehicles needed to transition to a clean energy future.
“Today there are 1.4B vehicles globally and annual passenger vehicle production of ~85M vehicles, according to OICA. Based on pack size assumptions, the vehicle fleet will require 112 TWh of batteries. Autonomy has potential to reduce the global fleet, and annual production required, through improved vehicle utilization,” said Tesla.
Tesla’s footnote on the requirement of 112TWh of batteries says, “To approximate the battery storage required to displace 100% of road vehicles, the global fleet size, pack size (kWh)/ Global passenger fleet size and annual
production (~85M vehicles/year) is based on data from OICA. The number of vehicles by segment is estimated based on S&P Global sales data. For buses and trucks, the US-to-global fleet scalar of ~5x is used as global data was unavailable.”
So take these estimations for what they are, for now.
A chart was shared revealing the following vehicles from Tesla that are available now and/or coming soon in the pipeline:
As long as we’ve been following, this is the first time we’ve heard of commercial and passenger Tesla vans and also a bus, as future offerings.
Not only that, Tesla outlined the specific battery pack sizes of these upcoming vehicles too. The Tesla compact will have a 53 kWh LFP pack, while the Cybertruck might have a 100 kWh high nickel pack, like future vans. The Tesla bus will have a 300 kWh LFP pack. The short range heavy truck will have a 500 kWh LFP pack, while the long range heavy truck will utilize an 800 kWh high nickel pack.
“Standard-range vehicles can utilize the lower energy density chemistries (LFP), whereas long-range vehicles require higher energy density chemistries (high nickel),” said Tesla.
“Cathode assignment to vehicle segment is listed in the table below. High Nickel refers to low to zero cobalt Nickel Manganese cathodes currently in production, under development at Tesla, Tesla’s suppliers and in research groups,” said the automaker.
Right now, consumers have access to the Model S/X and Model 3/Y. The Cybertruck is coming this year—but what’s coming after? The much-anticipated Tesla compact will be built on Tesla’s next-gen platform and a recent rumour claimed the company is aiming for annual production of 4 million per year.