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0 pointspanick214y ago0 comments

Yes, so far they are doing that. In fact they use a mix of Panasonic, CATL and LG.

However they are working on having their own battery and battery factory design. They are even working on their own cathode manufacturing plants.

They have a very large 'pilot' plant in California to test a completely redesigned battery manufacturing system. They are actively building additionally battery factories in Austin and Berlin and have a equipment on order for these factories. For the Battery factory in Berlin they have received funding from the European Commission for this.

Tesla will not be fully vertically integrated but they will provide a large parts of their own cells and likely a increasing share over the coming years.

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dragontamer4y ago· 1 in thread

> However they are working on having their own battery and battery factory design.

There's no realistic plan for them to get off of Panasonic's cells. They have a purchase agreement, and Panasonic owns half the Nevada Gigafactory.

They have to wait for Panasonic to sell their half of the Gigafactory back to them, during which they'd not have any cell production going on. They basically need to build another US-factory before they even have a chance to become vertically integrated in the USA.

panick21OP4y ago

They don't want to stop working with suppliers. Batteries are massively constraint, they will buy everything they can from LG, CATL and Panasonic. That is still not enough, that is why they are also building their own.

Panasonic in-fact just added another line in Nevada.

These cells are required for Model Y/3. The new cells that they produce themselves will be for some Model Y, Cybertruck and Semi.

I'm not sure why you insist on disagreeing with a simple fact, Tesla is building its own battery plants. They have one battery factory in the US and are already building a second one. This is literally a fact.

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