Tesla’s Mannequin three EV delays are well-known, together with within the firm’s personal earnings report and quarterly supply numbers. A contemporary report from CNBC on Thursday claimed that Mannequin three manufacturing was much more delayed than it appeared, with particular continued points round battery manufacturing.
CNBC additionally prompt that the corporate is “not shut” to mass-production of the batteries required for its $35,000 trim stage Mannequin three. Tesla initially responded to the information outlet pointing them to prior feedback made by Tesla CEO Elon Musk and CTO JB Straubel relating to its present delays and manufacturing bottlenecks, however now the corporate has launched a extra intensive assertion, flatly refuting might of the claims made int he new report.
Tesla takes specific situation with claims that its high quality management staff lack obligatory expertise, or that it’s slicing corners that might lead to hazards associated to batteries. Tesla’s full assertion is included under:
That is an especially misinformed and deceptive article. To be completely clear, we’re on observe with the earlier projections for reaching elevated Mannequin three manufacturing charges that we supplied earlier this month. As has been nicely documented, till we attain full manufacturing, by definition some components of the manufacturing course of will probably be extra guide. That is one thing Elon and JB mentioned extensively on our Q3 earnings name, and it has no influence on the standard or security of the batteries we’re producing. As famous in our This autumn deliveries launch, throughout the fourth quarter, “we made main progress addressing Mannequin three manufacturing bottlenecks, with our manufacturing fee rising considerably in the direction of the top of the quarter.”
Moreover, as is usually the case in manufacturing, some components of the manufacturing course of require the experience of staff with engineering or manufacturing expertise, and others don’t. We’ve created 1000’s of recent high-quality jobs in Nevada lately. As we proceed to increase Gigafactory 1 and ramp Mannequin three manufacturing, we’ve been in a position to train new abilities to 1000’s of recent staff, lots of whom had no manufacturing expertise previous to becoming a member of Tesla. New hires on the module line obtain intensive coaching, together with security coaching, and study concerning the significance of correct cell-to-cell spacing to allow them to establish such points within the manufacturing course of. Extra broadly, battery manufacturing – and the module line specifically – is overseen by our prime engineering expertise, and plenty of of Tesla’s most senior management.
Lastly, the implication that Tesla would ever ship a automotive with a hazardous battery is totally inaccurate, opposite to all proof, and indifferent from actuality. It’s irresponsible to recommend as a lot primarily based on unnamed, nameless sources who’ve supplied no such proof and who clearly don’t have an entire understanding of the intensive testing that every one batteries in Tesla automobiles are subjected to. As with Mannequin S and Mannequin X, which have nicely demonstrated security information, we keep a rigorous method to high quality and course of management for the Mannequin three battery. Much more importantly, to our information, there has not been a single security concern within the subject associated to Mannequin three batteries at any level over the six months of Mannequin three manufacturing.
As for the assertion about cells touching in Mannequin three batteries, that is extraordinarily deceptive and shows an entire lack of fundamental information about how our batteries work. Each battery in a Tesla car has 1000’s of cells, the overwhelming majority of that are on the identical voltage potential as neighboring cells. Hypothetically, even when two cells of the identical voltage potential have been touching, there can be completely zero influence, security or in any other case – it could be as if two impartial items of metallic touched. Regardless of this reality, all Mannequin three battery modules’ cell positions are measured twice in manufacturing to confirm course of management and high quality of outgoing components. Conversely, if at any level within the manufacturing course of cells are touching at completely different voltage potentials, they can’t be electrically interconnected. Over the course of the manufacturing course of, we conduct three completely different exams to make sure the precise variety of cells are electrically related in Mannequin three modules. Moreover, the long run reliability of cell place is one thing validated by way of testing, together with shock and vibration, and excessive temperature and humidity testing, in addition to thermal biking endurance testing all through design and through sampling in manufacturing. All of this testing is designed to forestall touching cells from being put in in any of our automobiles, together with Mannequin three. Lastly, the protection points of our module design would proceed to perform even within the presence of touching cells, so the considerations raised are additional unfounded.
These false claims are being made despite the fact that now we have a confirmed historical past of constructing the most secure automobiles on the highway, with Mannequin S and Mannequin X receiving 5-star security rankings not solely total however in each subcategory. Though not but examined by NHTSA, Mannequin three has been designed and internally examined to have the identical outcome. Knowledge from NHTSA’s testing exhibits that Mannequin S and Mannequin X have the 2 lowest chance of harm scores within the historical past of NHTSA testing. Moreover, over billions of miles of precise driving, Tesla’s automobiles have been roughly 5 occasions much less more likely to expertise a fireplace than a traditional gasoline car. In gentle of those info, it’s preposterous to recommend that an organization as dedicated to security as Tesla would enable untested or unsafe batteries to go in our automobiles.
Tesla’s Mannequin three manufacturing is probably going its largest situation by way of analyst, stockholder and stakeholder strain. The automaker’s skill to ship its most reasonably priced EV at scale, and to take action in due time, might be the most important cause anybody has proper now to doubt its long-term success, so understandably it’s delicate concerning the accuracy of studies surrounding the product’s progress.