Battery
Published on September 26, 2020 |
By Zachary Shahn
September 26, 2020 By Zachary Shahn
Tesla’s Battery Day presentation packed with a ton of information. At the bottom of this article, I will add some published articles that have tried to summarize, explain and explain more about the Battery Day event. First, though, there is an issue that was not made clear in the presentation that Tesla CEO Elon Musk only confirmed on Twitter.
The Battery Day presentation left some thinking that Tesla is already producing some of its home batteries for use in cars, others thinking that Tesla is still far from getting its own cells into the car, and others leaving thinking that Tesla already has Pumping. 10 gigawatt-hour batteries a year and filling them into new Tesla vehicles. Elon Musk just clarified on Twitter that Tesla’s new batteries are in fact in the cars on the road today – well, really, those cars that have been on the road for the last several months. (Remember that Barry Tree Day was supposed to happen a few months ago.) While it’s not 100% clear whether these are just test vehicles or some consumer vehicles), it seems implied (and only logically) that they are still owned test vehicles. Is Tesla.
Suppliers. We’re only doing high energy nickel manually, at least for now. Also, perhaps the presentation didn’t make it clear that we actually have our cells in the driving car for several months. Prototypes are trivial, volume production is difficult.
– Elon Musk (elonmusk) September 26, 2020
The last line of that tweet also indicates that the company is still away from mass production. Having prototype cells in the car in Elon’s eyes is a minimal achievement, compared to the challenge of high volume production of those cells and gaining access to thousands of vehicles every month. That’s because he sees the prototypes as “trivial,” which wasn’t the highlight of that presentation.
For more information about these cells, Kyle Field wrote an in-depth piece for us that I recommend reading: “Everything you need to know about Tesla’s new 4680 battery cell.”
Regarding Tesla’s battery production capacity and where it is at the moment, Musk and Tesla CTO Drew Baglino explained where Tesla is today and how it is going to be in the near future.
“This isn’t just a concept or a rendering,” Baglino said. “We are starting production of these cells around these corners at our pilot 10 GWh production facility.”
“It will take some time for 10 GWh to go [annualized] Production capacity, ”Kasturi added, adding that the company expects to reach that production capacity in the next 12 months. “Actual manufacturing plants will be on orders for 200 GWh or more.”
Musk’s comments about the challenges of high-volume production come from many years of production experience, including some challenging years. But as I noted two days ago, if Tesla’s 10 GWh “pilot plant” were actually online tomorrow, it would be the 13th largest lithium ion battery factory in the world. Therefore, Tesla expects a significant influx of battery sales in the coming months, whether it is a full-fledged factory or a “pilot” plant. Meanwhile, it has many bigger plans than that, plans that could make it even the world’s largest lithium ion battery manufacturer.
For more on these issues, I recommend reading:
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About the author
Zachari Shah is striving to help society one word at a time. He spends most of his time here Clintenica As its director, editor-in-chief and CEO. Zach is known worldwide as an expert in electric vehicle, solar energy and storage. He has presented about Cleantech in conferences including India, UAE, Ukraine, Poland, Germany, Netherlands, USA, Canada and Qurao. Zach has long-term investments in NIOs [NIO], Tesla [TSLA], And exping [XPEV]. But it does not offer any kind of investment advice (explicitly or implicitly).
