Clean disruption – Edelweiss India Conference 2016

Page 1

Clean Disruption The Story Remains The Same: Change, Change, Change





2 million megabytes = $100




How Disruption Occurs





Solar Revolution








Rooftop Solar vs Retail Electricity


Wind Is Even Cheaper




Why Not Faster?


Inertia...




Eventually, inertia is on your side.



Need A Catalyst


Other Than Price, Disruptive Technology Is Simply Better







Electric Transport









FUN!

SUPER CONVENIENT



Evolution of EV Competitiveness


EV Battery Pack Cost Estimates


GM / LG Chem Cells = $145/kWh


GM / LG Chem Pack Estimates


Tesla Batteries Down To $130/kWh? Jefferies Analyst Current battery pack cost = ~$250/kWh Battery cells to drop ~30% to ~$88/kWh Non-cell, pack-level costs to drop ~70% to ~$38/kWh Battery Pack Result = ~$130/kWh


Tesla Battery Cost Estimates


Lot of New Long-Range EV Concepts


Charging Rates


Supercharger Network 2015


Tesla Supercharger Network 2016


What Consumers Want Potential EV Drivers

65% are significantly or MUCH more attracted to an EV that can use Tesla’s Supercharger network.

Only 10.5% don’t really care about access.


Potential EV Drivers

Unsurprising results...


Current EV Drivers ...


Potential EV Drivers

...


Current EV Drivers

...


How Disruption Occurs


Tesla Is Here (... & So Is Norway)


Tesla vs Other Large Luxury Cars (USA)


Tesla vs Other Large Luxury Cars (USA)


Tesla Global Growth


The Future Starts‌ Now


The Future Starts‌ Now


The Future Starts‌ Now



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