Posted on September 26, 2020
by Zachary Shahan
September 26, 2020 with Sahan Sugar
The presentation of Tesla’s Battery Day is full of a lot of information. At the bottom of this article, I will add some of the articles we have published and have tried to summarize, explain further and explain in the Battery Day event. First, however, there is a point that was not made clear in the presentation just confirmed by Tesla CEO Elon Musk on Twitter.
The Battery day The presentation led some people to believe that Tesla had already produced some of its home batteries for use in Tesla cars, led other people to believe that Tesla was still far from putting its own cells in cars, and left others to believe that Tesla was already pumping 10 gigawatt-hours of batteries a year and filling them with new Tesla vehicles. What Elon Musk just made clear on Twitter is that Tesla’s new batteries are actually in cars on the road today – well, in fact, cars that are on the road in recent months. (Remember that Battery Day was supposed to happen several months ago.) While it is not 100% clear whether these are just test vehicles or some consumer vehicles, it seems to be implied (and only logical) that they are still test vehicles. Tesla.
Suppliers. We only make our own high energy nickel, at least for now. Also, perhaps the presentation was not clear that we actually had our cells in car driving packages for several months. The originals are insignificant, the volume production is difficult.
– Elon Musk (@elonmusk) September 26, 2020
The last line in this tweet also implies that the company is far from mass production. Having original cells in cars is a small achievement in Elon’s eyes, compared to challenging the production of large volumes of these cells and taking them into thousands upon thousands of vehicles each month. It seems that because he sees the originals as “insignificant”, this was not the focus of the presentation.
For much more information about these cells, Kyle Field wrote an in-depth piece for us that I suggest you read: “Everything you need to know about the new Tesla 4680 battery“
Regarding Tesla’s battery production capacity and where it is currently located, Musk and Tesla CTO Drew Baglino explained where Tesla is today and where it intends to be soon.
“This is not just a concept or a performance,” Baglino said. “We are starting to increase the production of these cells in our pilot plant producing 10 GWh very close.”
“It will take some time to reach 10 GWh [annualized] capacity, “Musk added, noting that the company expects to reach that capacity sometime within the next 12 months. “Actual production units will be of the order of 200 GWh or more over time.”
Musk’s comments on the challenges of large-scale production come from many years of manufacturing experience, including several demanding years. But as I said two days ago, Tesla’s 10 GWh “pilot plant” would actually be 13th largest lithium ion battery factory in the world if it was online tomorrow. Thus, Tesla expects to draw a significant flow of battery cells in the coming months, whether calling for a complete plant or a “pilot” plant. Meanwhile, it has much bigger designs than that, designs that could make it even the largest producer of lithium-ion batteries in the world.
For more on these topics, I suggest you read:
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