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Southern California Energy Summit 
JB Straubel 
CTO, co-founder 
Oct 10th, 2014
• 
Lead-­‐acid 
technology 
was 
status 
quo 
in 
1995 
• 
Performance 
had 
stagnated 
§ 
Short 
lifespan 
§ 
Very 
hea...
Industry first Lithium Ion EV Powertrain! 
3 
-­‐ 
Controls and Software 
Proprietary 
53 kWh Lithium ion 
battery pack 
P...
A 
New 
Idea 
at 
the 
Time 
(2004): 
Performance 
Electric 
Cars
Focus on Energy Storage Packaging and Cost! 
Ø Ground-up design as EV-only (Model S)" 
Ø Optimal packaging, safety and p...
Glass Cockpit – Comfort with Software!
An Electronics and Software Culture! 
• Core focus and Tesla DNA 
• Battery voltage management 
• Motor Control 
• Diagnos...
Model S! 
Starting at $70,000 
Performance 
§ 0-­‐60 
mph 
: 
4.2s 
(sport), 
3.2s 
(dual 
motor 
sport) 
Driving 
range ...
Model S – Most Awarded car of 2013!
Dual Motor Platform – Unveiled Oct 9th ! 
Ø 3.2 second 0-60mph in Model S “P85D” (really fast!)" 
Ø Improved efficiency ...
Model X – Launch in 2015!
Vehicle 
Affordability 
Product Roadmap – Growing EV Volume! 
Second 
GeneraCon 
PlaTorm 
Market 
Size 
/ 
Timing 
Tesla 
...
Model S 
Tesla Roadster 
GM EV1 
Volumetric Energy Density [Wh/l] 
600 
500 
400 
300 
200 
1985 1990 1995 2000 2005 
Year...
Vehicle 
Affordability 
Product Roadmap – Growing EV Volume! 
Second 
GeneraCon 
PlaTorm 
Market 
Size 
/ 
Timing 
Tesla 
...
Tesla Battery Gigafactory! 
Planned 2020 Gigafactory Production Exceeds 2013 Global Production 
40! 
35! 
30! 
25! 
20! 
1...
Module 
Cathode 
Manufacturing 
Aluminum 
Foil 
Cathode 
Electrode 
Anode 
Electrode 
Separator 
Manufacturing 
Separator ...
CoCO3 
Ni metal 
NiCoAlOH 
NiSO4 (precursor) 
H2SO4 NaAlO2 
NaOH 
Calcining 
NiCoAlO 
Chemical conversion 
Li2CO3 LiOH 
Li...
EV Infrastructure – Tesla Supercharger! 
• Tesla Supercharger Network 
DC connection to vehicle 
135 kW power (300-415VDC)...
EV Operating Cost! 
Energy 
cost 
disparity 
growing 
(between 
electricity 
and 
petroleum) 
Electric 
shaS 
power 
is 
r...
2014 Year-End Plan – US & Canada! 
• 115 active sites in US 
• > 200 sites worldwide 
• Adding a new location every ~18 ho...
Superchargers Today (Tesla web Site “find us”)!
Superchargers around the world!
2014 Plan - Europe!
Shanghai Supercharger!
Tesla Supercharger Usage Metrics! 
Total 
Energy 
Output 
(MWh) 
10,897 
Total 
Capacity 
(kW) 
65,730 
Total 
# 
of 
SC 
...
Industries Affected by Transport Electrification! 
1. Badery 
Cell 
and 
Cell 
Materials 
Suppliers 
– 
huge 
growth 
oppo...
Stationary Energy Storage Product Derivatives! 
Product Line Automotive Residential Commercial 
Power/Energy 310 kW / 85 k...
29 
Behind the Meter Concept w/ Solar Net Metering 
Electric Utility 
Ownership 
Distributed Generation 
Loads (consumptio...
30 
Behind the Meter Storage Aggregation 
10 x 100kWh = 1MWh 
Electric Utility 
Ownership 
Customer 
Ownership
31 
Behind the Meter Storage Aggregation 
Electric Utility 
Ownership 
10 x 100kWh = 1MWh 
Customer 
Ownership 
AggregaCon...
32 
Behind the Meter Storage Aggregation 
Electric Utility 
Ownership 
60 x 100kWh = 6MWh 
10,000 homes x 100kWh = 1,000MW...
Stationary Pack at supercharger station in CA! 
33 
400 
kWh 
ba[ery 
pack
Stationary Pack at supercharger station in CA!
Peak Demand Reduction at Supercharger Site
MW Scale Stationary Storage!
400 kWh Scalable System! 
1MW / 2 MWh 
200kW / 400 kWh 200kW / 400 kWh 200kW / 400 kWh 200kW / 400 kWh 200kW / 400 kWh 
Te...
Utility Scale Storage! 
20MW / 40 MWh! 
• Modular 
• Scalable (10s of MW+) 
• AC Parallel Connections 
– High Reliability ...
California ISO load curve evolution!
2020 California Load and Generation Curves!
2020 California Load and Generation Curves!
The Ideal Solution? 
Photovoltaic 
Q: What area is required to offset 100% of 
Passenger car miles driven in the USA?1 
1....
“The stone age came to an end not for lack of stones 
And the oil age will come to an end not for lack of oil” 
— Sheikh Y...
Teslas JB Straubel at SCES2014 - Future of EVS gigafactories, battery storage and the grid
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Teslas JB Straubel at SCES2014 - Future of EVS gigafactories, battery storage and the grid

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Teslas JB Straubel at SCES2014 - Future of EVS gigafactories, battery storage and the grid

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Teslas JB Straubel at SCES2014 - Future of EVS gigafactories, battery storage and the grid

  1. 1. Southern California Energy Summit JB Straubel CTO, co-founder Oct 10th, 2014
  2. 2. • Lead-­‐acid technology was status quo in 1995 • Performance had stagnated § Short lifespan § Very heavy § Short range Lithium ion Made Possible: § 4 X gravimetric energy density § 6 X volumetric energy density § 3 X cycle life EV Battery History!
  3. 3. Industry first Lithium Ion EV Powertrain! 3 -­‐ Controls and Software Proprietary 53 kWh Lithium ion battery pack Power Electronics Module (DC-AC Inverter, Charger) Proprietary 250hp AC Induction Motor and Gearbox
  4. 4. A New Idea at the Time (2004): Performance Electric Cars
  5. 5. Focus on Energy Storage Packaging and Cost! Ø Ground-up design as EV-only (Model S)" Ø Optimal packaging, safety and performance" Ø High energy density leads to lower cost" 85 kWh Battery Pack
  6. 6. Glass Cockpit – Comfort with Software!
  7. 7. An Electronics and Software Culture! • Core focus and Tesla DNA • Battery voltage management • Motor Control • Diagnostics • Touchscreen • Mobile App • Traction and Stability Control • Complete Over the Air Updates
  8. 8. Model S! Starting at $70,000 Performance § 0-­‐60 mph : 4.2s (sport), 3.2s (dual motor sport) Driving range § 265 miles (US EPA raCng) Advanced range capabiliQes § 20 minute DC fast charge capability (10-­‐60%)
  9. 9. Model S – Most Awarded car of 2013!
  10. 10. Dual Motor Platform – Unveiled Oct 9th ! Ø 3.2 second 0-60mph in Model S “P85D” (really fast!)" Ø Improved efficiency and torque distribution"
  11. 11. Model X – Launch in 2015!
  12. 12. Vehicle Affordability Product Roadmap – Growing EV Volume! Second GeneraCon PlaTorm Market Size / Timing Tesla Model S Tesla Model X First GeneraCon Tesla Roadster Model 3 PlaTorm Tesla Model 3 Sedan & Crossover
  13. 13. Model S Tesla Roadster GM EV1 Volumetric Energy Density [Wh/l] 600 500 400 300 200 1985 1990 1995 2000 2005 Year 2010 2015 2020 700 Model 3 Battery Energy Density Trend! 800
  14. 14. Vehicle Affordability Product Roadmap – Growing EV Volume! Second GeneraCon PlaTorm Market Size / Timing Tesla Model S Tesla Model X First GeneraCon Tesla Roadster Model 3 PlaTorm Tesla Model 3 Sedan & Crossover
  15. 15. Tesla Battery Gigafactory! Planned 2020 Gigafactory Production Exceeds 2013 Global Production 40! 35! 30! 25! 20! 15! 10! 5! 0! 35,000 Vehicles 2010! 2011! 2012! 2013! 2014! 2015! 2016! 2017! 2018! 2019! 2020! Gigafactory! Others! Lishen! BYD! BAK! ATL! Maxell! Sony! Panasonic! LGC! SDI! 500,000 Vehicles Global cell supply growing, but almost entirely in Asia Battery pack cost/kWh reduced >30% for Model 3 GWh/Year Production
  16. 16. Module Cathode Manufacturing Aluminum Foil Cathode Electrode Anode Electrode Separator Manufacturing Separator Winding Cell Assembly Anode Manufacturing Copper Foil Raw Materials Cell Cell … Cell Pack Enclosure Pack Module Module … Module Vehicle Assembly (Fremont, CA) Can & Cap Ba=ery Pack Life@me Usage Ba=ery Pack Recycling Raw Steel/ Aluminum Electrolyte Manufacturing Gigafactory Process Flow!
  17. 17. CoCO3 Ni metal NiCoAlOH NiSO4 (precursor) H2SO4 NaAlO2 NaOH Calcining NiCoAlO Chemical conversion Li2CO3 LiOH LiNiCoAlO2 Pulverizing Classifying O2 Calcining CoSO4 smelter Start with Raw Materials Cost!
  18. 18. EV Infrastructure – Tesla Supercharger! • Tesla Supercharger Network DC connection to vehicle 135 kW power (300-415VDC) 0-50% SOC in 20 minutes • Free unlimited usage by Model S customers
  19. 19. EV Operating Cost! Energy cost disparity growing (between electricity and petroleum) Electric shaS power is roughly 4x as efficient as petroleum Electric shaS power is ~$1.00/gallon equivalent (vs. $4.00/gallon)
  20. 20. 2014 Year-End Plan – US & Canada! • 115 active sites in US • > 200 sites worldwide • Adding a new location every ~18 hours
  21. 21. Superchargers Today (Tesla web Site “find us”)!
  22. 22. Superchargers around the world!
  23. 23. 2014 Plan - Europe!
  24. 24. Shanghai Supercharger!
  25. 25. Tesla Supercharger Usage Metrics! Total Energy Output (MWh) 10,897 Total Capacity (kW) 65,730 Total # of SC locaQons / stalls 189/1041 (+11 new sites in June) Total # of Supercharge Sessions ~300,000 Weekly Energy Output (MWh) Installed Capacity (kW)
  26. 26. Industries Affected by Transport Electrification! 1. Badery Cell and Cell Materials Suppliers – huge growth opportunity • Raw materials (Nickel, Cobalt, Lithium Hydroxide, Graphite, Separator, Electrolyte) • Cell Assembly equipment (coaQng, pressing, winding, assembly) 2. Electric UQliQes • Revenue growth and Load Management opportunity • Public charging growth opportunity (fast DC and slower AC) • Growth in renewable energy generaQon with charging storage buffer 3. Power Electronics Suppliers – growth opportunity • IGBT’s, charging, magneQcs, DC-­‐DC conversion, thermal interface materials 4. AutomoQve and Equipment OEM’s – significant change, opportunity and risk • New EV product adributes can accelerate sales, delight customers • Lack of innovaQon or bemng on the wrong technology can cause market loss • Poorly implemented EV technology can waste resources and lose customers 5. Oil and Gas Majors – eventual reducQon in revenue but installed base is huge and broad • 1 billion cars on the road, 100M new per year, 0.2% EV (~200,000/yr)
  27. 27. Stationary Energy Storage Product Derivatives! Product Line Automotive Residential Commercial Power/Energy 310 kW / 85 kWh 5 kW / 10 kWh 200 kW / 400 kWh+ Listed Outdoor Rated
  28. 28. 29 Behind the Meter Concept w/ Solar Net Metering Electric Utility Ownership Distributed Generation Loads (consumption) Distributed Storage Bidirectional Energy Flow
  29. 29. 30 Behind the Meter Storage Aggregation 10 x 100kWh = 1MWh Electric Utility Ownership Customer Ownership
  30. 30. 31 Behind the Meter Storage Aggregation Electric Utility Ownership 10 x 100kWh = 1MWh Customer Ownership AggregaCon Company Utility or ISO
  31. 31. 32 Behind the Meter Storage Aggregation Electric Utility Ownership 60 x 100kWh = 6MWh 10,000 homes x 100kWh = 1,000MWh = 1GWh Customer Ownership AggregaCon Company Utility or ISO
  32. 32. Stationary Pack at supercharger station in CA! 33 400 kWh ba[ery pack
  33. 33. Stationary Pack at supercharger station in CA!
  34. 34. Peak Demand Reduction at Supercharger Site
  35. 35. MW Scale Stationary Storage!
  36. 36. 400 kWh Scalable System! 1MW / 2 MWh 200kW / 400 kWh 200kW / 400 kWh 200kW / 400 kWh 200kW / 400 kWh 200kW / 400 kWh Tesla Factory Fremont, CA Scalable Building Blocks
  37. 37. Utility Scale Storage! 20MW / 40 MWh! • Modular • Scalable (10s of MW+) • AC Parallel Connections – High Reliability – Simplified Construction
  38. 38. California ISO load curve evolution!
  39. 39. 2020 California Load and Generation Curves!
  40. 40. 2020 California Load and Generation Curves!
  41. 41. The Ideal Solution? Photovoltaic Q: What area is required to offset 100% of Passenger car miles driven in the USA?1 1. 1.658 x 1012 miles in 2002 (DOT Bureau of Transportation Statistics) 2. cia.gov
  42. 42. “The stone age came to an end not for lack of stones And the oil age will come to an end not for lack of oil” — Sheikh Yamani, former Saudi Oil Minister

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