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© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Mateo Jaramillo – Global Director, Tesla Energy
NASEO Annual Meeting14 September 2015
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Safe Harbor Statement
Certain statements in this presentation, including statements relating to Model S production in 2014;manufacturing in general and manufacturing and timing of stationary storage products in particular;Gigafactory timing, site location, plans and output expectations; and statements regarding futurevehicles such as Model X and Model 3 are “forward-looking statements” that are subject to risks anduncertainties. These forward-looking statements are based on management’s current expectations,and as a result of certain risks and uncertainties, actual results may differ materially from thoseprojected.
The following important factors, without limitation, could cause actual results to differ materially fromthose in the forward-looking statements: delays in the ramping of production capacity and delivery ofModel S, including the ability of suppliers to supply parts at desired quality levels and quantities;market acceptance of electric vehicles in general and new Tesla vehicle models, specifically Model Xand Model 3; delays in the manufacture and launch of Model X; problems or delays in developing thestationary storage products; problems or delays in bringing the Gigafactory online and operating it inline with expectations; Tesla’s ability to establish, maintain and strengthen the Tesla brand; Tesla’sability to execute on its manufacturing expansion as well as the risks and uncertainties identified underthe section captioned “Risk Factors” in our quarterly report on Form 10-Q filed with the SEC on August8, 2014. Except as required by law, Tesla disclaims any obligation to update information contained inthese forward-looking statements.
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
To accelerate the world’s transition
to sustainable energy.
Mission
3
“ ,,Elon Musk | CEO
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Corporate Overview
4
Headquarters Palo Alto, CA Tesla Factory Fremont, CA
EU Assembly Tilburg, NLDesign Studio Hawthorne, CA
2003
2006
2012
2013
Company Founded
Roadster Prototype
Roadster Introduction
IPO Raises $226MM
Purchase Tesla Factory
NA Model S Introduction
EU Model S Introduction
APAC Model S Introduction
RHD Model S Introduction
50,000+ Vehicles Delivered
Tesla Energy Introduction
2008
2010
2014
2015
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Automotive Products
5
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Superchargers 2015 (Tesla web site)
>500 Worldwide stations>3,000 Stalls>350MW load
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Distributed, Connected Vehicle Fleet
7
1,000,000 Vehicles x 10kW On-Board Charger =10GW Controllable Load
2015: 70,000+ cumulative Model S sold
-5GWh of deployed energy storage
-21GW bi-directional 3-phase AC inverters
-1 Billion miles driven
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
An Electronics and Software Culture
8
• Core focus and Tesla DNA
• Battery voltage management
• Motor Control
• Diagnostics
• Touchscreen
• Mobile App
• Traction and Stability Control
• Complete Over the Air Updates
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Architecture
9
Cylindrical Cells
Modules
Battery Packs Products
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Tesla Roadster
GM EV1Vo
lum
etr
ic E
ne
rgy D
en
sity [W
h/l]
600
500
400
300
200
1985 1990 1995 2000 2005
Year
2010 2015 2020
Model S
700
Model 3
Battery Energy Density Trend
800
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
500,000
VehiclesGlobal cell supply
growing, but
almost entirely in
Asia
Battery pack cost/kWh reduced >30% for Model 3
35,000
Vehicles
GW
h/Y
ear
Pro
du
cti
on
Tesla Battery Gigafactory
© Copyright 2015 Tesla Motors, Inc. All rights reserved. 12
Gigafactory
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Module
Cathode Manufacturing
Aluminum Foil
CathodeElectrode
AnodeElectrode
SeparatorManufacturing
Separator Winding
Ce
ll A
sse
mb
ly
Anode Manufacturing
CopperFoil
Raw
Mate
rials
Cell
Cell
Cell
…
Pack
Module
Module
Module
…
Pack
Enclosure
Vehicle Assembly and Stationary
Storage(Fremont, CA or final dest.)
Can & Cap
Battery Pack Lifetime Usage
Battery PackRecycling
Raw
Steel/Aluminum
Electrolyte Manufacturing
Gigafactory Process Flow
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
CoCO3
Ni metalNiCoAlOH
(precursor)NiSO4
H2SO4 NaAlO2
NaOH
NiCoAlOCalcining
Li2CO3 LiOH
Chemical conversion
LiNiCoAlO2
Pulverizing
Classifying
O2
Calcining
CoSO4
smelter
Find True Materials Cost
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Energy Products
15
70kWh and 85kWh 7kWh and 10kWh 100kWh+
© Copyright 2015 Tesla Motors, Inc. All rights reserved. 16
© Copyright 2015 Tesla Motors, Inc. All rights reserved. 17
© Copyright 2015 Tesla Motors, Inc. All rights reserved. 18
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Scalable “Pod” Design
19
© Copyright 2015 Tesla Motors, Inc. All rights reserved. 20
© Copyright 2015 Tesla Motors, Inc. All rights reserved. 21
DC Combiner Panel
30’ – 4”
9’ – 1”
Bi-Directional PCS
(Inverter)
23’ – 11”
PowerpacksSpare Bays
(Capacity Maintenance)
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
• Modular
• Scalable (10s of MW+)
• AC Parallel Connections
– High Reliability
– Simplified Construction
Utility Scale Projects
22
10MW / 20 MWh
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Utility Scale Projects
23
25MW / 100 MWh
<2 acres
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
• Storage can be a key component of an efficient, reliable,
low cost electric grid
– Projects underway now
• Should be evaluated with all option sets, considered as a
technology option for planning and funding
CPP and Storage
24
© Copyright 2015 Tesla Motors, Inc. All rights reserved.
Questions
25