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Electric Vehicle Technology RoadmapAnd grid integration

April 27th, 2011JB Straubel CTO/Co-Founder

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2

Tesla Motors Overview Technology leader in 100% electric powertrains

First to market with a Lithium-ion vehicle First to market with >200 miles electric range Highest energy density batteries in production

1200 Employees, 8 years old, public (TSLA) US-based electric vehicle manufacturer

In-house powertrain R&D and production Worldwide brand/sales reach

>1700 Roadsters delivered to date, 32 countries Model S sedan launching in 2012 Smart EV in production now Mercedes A-class EV in production now Toyota Rav4-EV in development, 2012 production

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Tesla Roadster 0-60 mph acceleration: 3.7 sec (sport)

Quarter mile acceleration:12.6 sec

Driving range: 245 mi (combined city/hwy driving) Carbon fiber body, aluminum chassis Full Federal Motor Vehicle Safety Standards (FMVSS) compliant 1700+ delivered 2009 model price:

US: $109,000 (Base model)

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The Tesla Model S Production launch 2012, over 4500 reservations Designed for exceptional performance, aesthetics and functionality 4 doors + hatchback Best in class cargo space

World class design; unrivaled user interface Performance

0-60 mph acceleration: 5.6s Driving range: 160 miles, 230 miles, 300 miles 45 minute charge capability

Base price: $49,900 after Federal Tax Credit

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The high-level challenge of the next 100 years

Fossil Energy Use Renewable, EfficientEnergy Use

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What is Teslas Mission?

Convert transportation energy use to electricity

1.Sell Tesla-branded electric vehicles (Roadster, Model S)2.Sell Tesla electric powertrains (Smart, Freightliner, Rav4)

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Why is This Mission Important/Relevant?1. Create Diversity in Energy Source and Supply

Energy Security2. Reduce Petroleum Imports

Trade Balance Politics

3. Reduce CO2/mile (zero is possible with solar/wind)4. Higher Efficiency (less energy/mile)5. Save Money (Oil will become more expensive)

Efficiency:Internal combustion ~15%

Electric propulsion ~80%

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Source: Annual Energy Outlook 2006, Energy Information Administration, U.S. Department of Energy

Oil Dependency

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We Use Oil Primarily for Cars/Truck/Airplanes

PassengerCars/ Light

Trucks51%

Road Freight30%

Air13%

Rail

2%

Maritime2%

Pipeline2%

Oil for Transportation

Source: EIA & EFP 2001 Estimates

94% for cars, trucks,and airplanes

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Energy Density Comparison

Gasoline

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Energy Density Comparison

Gasoline Net Thermal Energy

Gasoline Usable Mechanical Energy

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Energy vs. Power

Metal Air Possible

Lithium Ion Families

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Energy vs. Power

Metal Air Possible

Lithium Ion Families

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Energy vs. Power

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Full Battery Pack

121132

143

9180

10191

101

80

0

20

40

60

80

100

120

140

160

Roadster Smart Model S Think Imiev BMW Mini E Chevy Volt Ford Focus EV Nissan Leaf

Wh/kg

Specific EnergyWh/kg

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Battery Pack Power Electronics Motor

Control Software

On-board charging

In-house drive inverter design

In-house charger design

Instant peak torque

3 phase design with 87% averageefficiency

Largest battery pack and highenergy density

Charge balancing and cooling

>100k mile/7 year life expectancy

Complete Powertrain System

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Battery Module Power Electronics Motor

Continuous Power (~horsepower)50% Liquid Cooled Liquid Cooled

Volumetric

Energy Density

40%

Continuous Current (~torque)

50%

Peak Power @70 mph

(passing ability)

40%

Performance & Cost Improvements from Roadster to Model S*

* Planned. Metrics reflect 230-mile range Model S

Continuous Improvements

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Electric Grid Interaction

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Roadster Charge Rate Data

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Roadster Charge Time Data (CA)

12p 1p 2p 3p 4p 5p 6p 7p 8p 9p 10p 11p 12a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10a 11a0

5

10

15

TotalDCEnergyDeliveredinMWh

Charging Time Bins12p 1p 2p 3p 4p 5p 6p 7p 8p 9p 10p 11p 12a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10a 11a

2

3

4

5x 1 0

4

Energy

inMega-W-hrforElectricityDemandofCADate compiledTotal Energy delivered.

Total time Hrs.

Total miles driven

#of Customer

13-Oct-2009

200 MWh

64,00 Hrs

619811

367

Energy Load Curve of

CA

of August 08 2009

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Photovoltaic by individual choice

~ 10kwh/day annual avg.

~ 3650 kwh/yr

~ 14,600 mi/yr@250Wh/mi

2.8 kW1 car

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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

Convert transportation energy use to electricity

L i Ci D i i

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Losses in City Driving

0

20

40

60

80

100

120

140

160

180

WhPerMile City

ModelS ModelS Alpha1 ModelS Projected

L i Hi h D i i

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Losses in Highway Driving

0

20

40

60

80

100

120

140

160

180

WhPerMile Hwy

ModelS ModelS Alpha1 ModelS Projected