I think that a metal object requires very specific and uncommon physical attributes to be able to breach the Model S battery tray during a collision. A common roadway debris object probably won't penetrate the battery tray. For the two Model S fires of recent weeks that resulted from collision with roadway debris, both objects were thick steel members with a curved profile: A curved semi trailer bracket and a trailer hitch. The thickness provides mass and strength and the profile allows one end to dig into the asphalt for purchase while the other end is forced into the battery tray cover. It's also likely that the object needs to be a particular size to be effective in puncturing the battery: Too small and the object will just roll as the car passes over, too large and the object will probably slide.
I am suspicious of the probability that two such special metal objects happened to be involved in Tesla collisions in such short time frame because I believe that such objects are rare compared to the number of Teslas presently on the road: Model S vehicles are far outnumbered by other cars. How is it possible that a Model S hit one these very unique objects before a number of other cars did? How is it that the object was on the road long enough for the rare Model S to collide with it before a number of cell phone calls from other drivers would have prompted the Highway patrol to remove the object?
The Model S is a disruptive vehicle, and Élon’s plans for a mass market "Gen III" Tesla EV is especially a threat to revenue streams in a trillion dollar oil market. Consider that there are entire nations essentially 100% dependant on oil revenue. Are these, and other interests, such as car companies dependant on ICE service revenue, passively waiting on the sidelines watching Tesla build cars that are widely viewed as superior to conventional fuel powered cars?
I propose that there is a possibility that the collision fires could be result of intentional efforts to discredit Tesla. It's possible that an interest group acquired and studied Model S cars for ways to cause harm in a media propaganda campaign. A battery fire is a perfect outcome. From this study, a collection of "plausible" metal objects could be acquired such that they could be placed in the roadway to cause a battery fire resultant from a Model S collision. This is not an implausible task considering the financial reserves available to entities that will be adversely affected by the success of Tesla. Remember the Tucker.
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