GREY:ABGPF - Post by User
Post by
east4weston Apr 03, 2016 11:23am
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Post# 24725170
How will they meet the demand - EASY
How will they meet the demand - EASYNow the logical thing for Tesla to do is control and dominate the space. This can be accomplished by tightly controlling the design, technology and battery production. However outsource the car assembly to a tightly controlled third party. This would allow for mass production while Tesla manages the outcome.
The real components that Tesla has “reinvented” is the design, technology and battery. The assembly however is low margin and not their core strength – so outsource it. This would allow them to deliver ahead of schedule and further grow the market. There is plenty of idle production in the world that could take on this production and retooling in 6-8 months. The state of Alabama is one in particular that has idle production in assemble plants (see the link)
So what does that have to do with Alabama Graphite? More EV’s on the road equals greater demand for graphite and Alabama Graphite is front and centre.
Hang on as its going to be an exciting ride.