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In a recently published 41-page document, Tesla Model 2 has provided insights into its Master Plan Part 3, shedding light on its battery and sustainability strategies, as well as unveiling details about three upcoming electric vehicle models. While the document doesn’t delve deep into the specifics of these vehicles, it does reveal the planned battery capacities and projected sales volumes.
One of the notable revelations is the inclusion of a future compact vehicle, a commercial van, and a bus in Tesla’s product roadmap. The document outlines the battery capacities and expected sales figures for each vehicle category.
The smallest Tesla model, referred to as the Model 2, will feature a lithium iron phosphate (LFP) battery pack with a capacity of 53 kWh. LFP batteries, although having lower energy density, are significantly more cost-effective to manufacture, making them suitable for vehicles with shorter ranges. Tesla aims to produce a staggering 42 million units of the Model 2 over its lifetime, with 2 million units expected to be manufactured at the new Gigafactory in Mexico, while the rest will be produced in Shanghai and Berlin. However, it’s important to note that the Model 2 will face competition from other affordable electric vehicles like the Chevy Bolt EV and EUV.
Additionally, Tesla plans to introduce a commercial van designed for both passengers and cargo, with an estimated lifetime sales target of 10 million units. This van will be equipped with a 100 kWh lithium-ion battery pack featuring a nickel-manganese cathode, offering a larger capacity for extended range and versatility.
Tesla’s document also mentions the development of an electric bus, intended to be fitted with a 300 kWh LFP battery pack. The company aims to sell 1 million units of this bus model, which represents approximately 20% of the estimated global bus fleet of 5 million vehicles. While this may appear as an ambitious goal, Tesla’s technological advancements and future factory expansions may contribute to realizing this objective.
Tesla’s comprehensive strategy emphasizes the importance of scaling up production volumes across various vehicle segments. By manufacturing more vehicles, Tesla aims to drive down costs, ultimately facilitating the creation of an affordable electric car priced below $25,000. However, it should be noted that the Chevy Bolt, available in both EV and EUV versions, already offers an electric vehicle below the mentioned price point, aided by the electric vehicle tax credit.
Tesla’s forward-thinking approach, as evidenced in this document, highlights the company’s commitment to future models and its ongoing efforts to advance sustainable transportation. While the Model 2 captures considerable attention, the introduction of commercial vans and buses plays a crucial role in expanding Tesla’s product portfolio and influencing the broader adoption of electric vehicles.
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