These LFP prismatic cells for Model 3 are the CATL deal @elonmusk was referring to on Battery Day
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The long range Made in China Model 3 uses the LG Chem 2170s 811 chemistry - the other contract Elon was referring to.
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This means Tesla has battery cell deals with Panasonic (Suminoe, Japan and Gigafactory), CATL (China), LG Chem (China) and of course the 4680s themselves in Texas.
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Yet it won’t be anywhere near enough. Tesla’s biggest risk is cell supply, cell supply’s biggest risk is raw material supply, especially lithium and nickel
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The high price is still a big barrier for EV adoption.
$TSLA attacks it from all angles.Merci. Twitter en tiendra compte pour améliorer votre fil. SupprimerSupprimer
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Based on how much Lithium is coming on line and the EV plans in the future - what are the chances that Standard Lithium won’t be able to sell their 20k LCE when they ramp up that high?
Merci. Twitter en tiendra compte pour améliorer votre fil. SupprimerSupprimer
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Le chargement semble prendre du temps.
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