Mateo Jaramillo Global Director, Tesla Energy NASEO Annual...

© Copyright 2015 Tesla Motors, Inc. All rights reserved.

Mateo Jaramillo – Global Director, Tesla Energy

NASEO Annual Meeting14 September 2015


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.


To accelerate the world’s transition

to sustainable energy.

Mission

3

“ ,,Elon Musk | CEO


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


Automotive Products

5


Superchargers 2015 (Tesla web site)

>500 Worldwide stations>3,000 Stalls>350MW load


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


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


Architecture

9

Cylindrical Cells

Modules

Battery Packs Products


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


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


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


CoCO3

Ni metalNiCoAlOH

(precursor)NiSO4

H2SO4 NaAlO2

NaOH

NiCoAlOCalcining

Li2CO3 LiOH

Chemical conversion

LiNiCoAlO2

Pulverizing

Classifying

O2

Calcining

CoSO4

smelter

Find True Materials Cost


Energy Products

15

70kWh and 85kWh 7kWh and 10kWh 100kWh+


Scalable “Pod” Design

19


DC Combiner Panel

30’ – 4”

9’ – 1”

Bi-Directional PCS

(Inverter)

23’ – 11”

PowerpacksSpare Bays

(Capacity Maintenance)


• Modular

• Scalable (10s of MW+)

• AC Parallel Connections

– High Reliability

– Simplified Construction

Utility Scale Projects

22

10MW / 20 MWh


Utility Scale Projects

23

25MW / 100 MWh

<2 acres


• 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


Questions

25

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