Volkswagen tests the profit layer Ford leaves
Ford is solving a massive overcapacity problem, but do they have a value proposition and business model?
Volkswagen is exploring. Analysis can lead to paralysis. Even more dangerous.
Volkswagen/ Elli acts more like a self integrated asset owner who has also the ability to produce some of the cells themselves. Very interesting position, thanks for sharing!
Thanks for the update on Ford's new battery plant conversion, and info on the market.
"One 2024 study found degradation cut yearly net profit by 13% to 24% in the arbitrage cases modeled."
So the frequent battery cycling increases the rate of degradation that much?
How many years until no profit left?
Ford is solving a massive overcapacity problem, but do they have a value proposition and business model?
Volkswagen is exploring. Analysis can lead to paralysis. Even more dangerous.
Volkswagen/ Elli acts more like a self integrated asset owner who has also the ability to produce some of the cells themselves. Very interesting position, thanks for sharing!
Thanks for the update on Ford's new battery plant conversion, and info on the market.
"One 2024 study found degradation cut yearly net profit by 13% to 24% in the arbitrage cases modeled."
So the frequent battery cycling increases the rate of degradation that much?
How many years until no profit left?