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特斯拉50億美元超級電池廠大猜想

特斯拉50億美元超級電池廠大猜想

Kirsten Korosec 2014年03月14日
特斯拉計劃投產(chǎn)的超大規(guī)模電池廠面積超過90萬平方米,預(yù)計將聘用6500名員工,,每年可生產(chǎn)50千兆瓦時的電池組,。目前,工廠選址和合作伙伴都沒有確定,,但松下電器,、中國的比亞迪等公司都在考慮之列。

????創(chuàng)新電動汽車制造商特斯拉汽車公司(Tesla Motors)希望發(fā)展成一家大牌汽車公司,。要實現(xiàn)這個目標(biāo),它需要生產(chǎn)出成千上萬輛汽車,,而不僅僅是2013年22,300輛的產(chǎn)量,。

????這意味著特斯拉需要一個比目前規(guī)模大得多的新電池廠。

????2月26日,,這家電動汽車制造商披露了關(guān)于“Gigafactory”的一些細(xì)節(jié),。特斯拉計劃將“Gigafactory”設(shè)計成一家大型工廠,這家廠到2020年的預(yù)計產(chǎn)能將比2013年全球鋰電池總產(chǎn)量還要多,。新工廠面積為1000萬平方英尺(約合93萬平方米),,預(yù)計每年可生產(chǎn)50千兆瓦時的電池組。這些電池組將用在Model S豪華轎車和一款價格較低的三代大眾市場汽車上,。預(yù)計到2020年,,這個工廠每年可為500,000輛汽車供應(yīng)電池。

????新工廠將雇傭約6,500名員工,,預(yù)計在進入量產(chǎn)的第一年末,,就可將鋰電池組的每千瓦時成本減少30%。這一點對于公司CEO埃隆?穆斯克的目標(biāo)來說可謂必不可少,。穆斯克正在努力把汽車價格降到Model S豪華轎車的一半,,而Model S的起價為70,000美元。

????Tesla Motors, the innovative electric car company, wants to be a bigtime automaker. To achieve that, it needs to produce hundreds of thousands of vehicles more than the 22,300 electric vehicles it made in 2013.

????Which means it's going to need a bigger battery factory. A much, much bigger one.

????On Feb. 26, the electric automaker revealed the first details for its so-called Gigafactory, a massive facility that will be designed to produce more lithium-ion batteries annually by 2020 than were made worldwide in 2013. At 10 million square feet, Tesla estimates that the plant will have the capacity to produce 50 gigawatt hours of battery packs a year, which will be used for its Model S luxury sedan and a cheaper third-generation vehicleintended for the mass market. By 2020, Tesla estimates the facility will be able to make enough batteries to supply 500,000 vehicles a year.

????The factory, which will employ about 6,500 people, is expected to reduce the per-kilowatt-hour cost of its lithium-ion battery packs by more than 30% by the end of the first year of volume production. It's nothing less than necessary for CEO Elon Musk's bid to make a car 50% cheaper than Tesla's luxury Model S, which starts at $70,000.

廠址選擇

????消息公布之后,,人們紛紛猜測特斯拉會將工廠設(shè)在哪里,?它會與哪家電池廠商合作,?

????特斯拉在首次通告中稱,公司正在評估亞利桑那州,、內(nèi)華達州,、新墨西哥州及德克薩斯州的500-1000英畝的廠址。除此之外,,公司沒有給出更多說明,。(針對《財富》雜志的詢問,特斯拉發(fā)言人帕特里克?瓊斯表示不愿透露更多信息,。)根據(jù)市場調(diào)研與咨詢公司Navigant Research分析師薩姆?杰夫的說法,,特斯拉設(shè)立新工廠需要考慮的首要條件是:貨運火車。

????“最重要的一點是,,新工廠必須建在鐵路沿線,”專攻能量儲存設(shè)備市場的杰夫說,?!耙驗檫@些蓄電池十分沉重,而特斯拉需要把它們一路運往位于加利福尼亞的汽車制造廠,?!?/p>

????如果將鐵路沿線作為選擇廠址的首要條件,那么備選廠址名單也就有了,。

????“大家可以看到,,聯(lián)合太平洋鐵路直穿厄爾巴索、新墨西哥州,、亞利桑那州,,再向上直插內(nèi)華達州,”杰夫說,?!霸倏纯刺厮估馁M利蒙工廠,這個工廠剛好就設(shè)在鐵路沿線,?!?/p>

????

A possible location

????Since the announcement, speculation has run rampant about where the facility will be located -- and with whom battery manufacturer Tesla will partner.

????In its initial announcement, Tesla said it is evaluating 500- to 1,000-acre sites in Arizona, Nevada, New Mexico, and Texas. But the company has said little else. (Responding to a Fortune inquiry, Tesla spokesman Patrick Jones declined to comment any further.) But according to Navigant Research analyst Sam Jaffe, there's one must-have that Tesla's new plant will need more than any other: a freight train.

????"The single-most important aspect is that it's near a rail line," said Jaffe, who specializes in the energy storage market. "These batteries are very heavy, and they have to ship them all the way to their plant in California."

????Put a rail line toward the top of the factory's basic requirements, and the list of possible locations narrows.

????"If you look at the Union Pacific line, they go right through El Paso, cut through New Mexico, through Arizona, and then up through Nevada," Jaffe said. "And look at their Fremont plant; it's right next to the rail line."

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