GM's new electric car battery tops Tesla's
cnn.com
cnn.com
I’d also note that Tesla EPA range is extremely aggressive (they set their own dyno multipliers) while other EV manufacturers are more conservative. That means roughly 75% range for Teslas in the real world.
You don't know how big (or small) the electric Hummer will be because it doesn't exist. GM didn't even show a picture and they didn't share any specs.
Not to mention that Tesla's Cybertruck will be 500 miles next year, almost certainly with a battery smaller than 200 kW.
No matter how you slice it, Tesla's cars are vastly more efficient today than what GM is hoping to do few years from now.
https://media.gm.com/media/us/en/gm/home.detail.html/content...
https://chicago.suntimes.com/2019/10/18/20919396/tesla-batte...
If you look at companies like Audi, Porsche etc you actually find that they reserve more of the battery capacity for future degradation than Tesla.
But their range is pathetic. Audi e-tron is 204 miles, the Porsche Taycan Turbo is 201. My 100D Model S is 319 miles at 100% SOC (down from 330 miles after ~36k miles), and I get pretty damn close to that if I don't cruise at 80-90 mph (versus the more efficient 70mph). This is with a non-Raven drivetrain; a Raven drivetrain with front permanent synchronous reluctance motor from a Model 3 gets even more range (assume 390 miles is highly optimistic from the EPA test cycle, you're still going to get around 350 miles from it at high speeds or stomping on it). And I get a Supercharger network, which I don't get with non-Tesla vehicles.
I don't much care about long term degradation though; data shows Tesla packs have longevity for hundreds of thousands of miles, and at the rate of battery cost decline [1], I'll be able to swap out the pack for a cheaper, better one in 8-10 years. Why can't legacy automakers do this? Because they don't build the batteries, they're stuck with contracts to folks like LG Chem.
I agree with your link about those older 85kw battery pack owners; Tesla should make them whole instead of nerfing the packs for safety reasons through voltage limits. I assume it'll be resolved with compensation resulting from a class action, which it should be. Looking at public data from a larger cohort of the Model S and X fleet, degradation is typically not substantial.
[1] https://about.bnef.com/blog/battery-pack-prices-fall-as-mark...
Basically there are several companies who at the same time are trying to secure battery supplies while still peddling hybrids and hydrogen as well because they know they don't have enough batteries. E.g. Hyundai and Honda have a few popular EV models that are pretty hard to order (long delivery times/waiting lists) because production volume is limited. The reason is not because the manufacturer doesn't want to sell more but because they are unable to produce more; mainly because of a lack of access to batteries.
GM making this move means they mean business. They announced lots of different EV models a few days ago and to ship them in volume, they'll need batteries. Obviously they seem confident about their technical ability. We'll see. But getting production volumes up is going to be key for them. The demand is currently being served by their competitors (Tesla mainly).
On to the next step!