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Tesla’s not the only company producing electric vehicles. Globally, demand for Li-Ion cells and batteries is going to increase, even if Tesla will stop making c

Tesla’s not the only company producing electric vehicles. Globally, demand for Li-Ion cells and batteries is going to increase, even if Tesla will stop making cars.

dragontamer 11y ago
Yes, but that only puts Panasonic in a good position. Tesla Batteries can only be used inside of Tesla cars and Powerwalls right now. All the other companies build their own batteries (out of LG Chem cells or Samsung cells). Tesla only assembles Panasonic cells into batteries. They are not poised to actually benefit from increased global demand of Lithium Ion.
- Const-me 11y ago
  Currently yes, only assembling Panasonic cells. They’re building the factory to change that, by making their own cells. Panasonic only owns about 35% of the factory, the rest is TSLA.
  - dragontamer 11y ago
    Panasonic owns the cell development side of the factory. Tesla has no plans to make their own cells. This is a simple fact.
    - Const-me 11y ago
      Panasonic invested $1.6B while the total project cost is about $5B. E.g. here: http://mashable.com/2016/01/16/panasonic-tesla-gigafactory-investment http://mashable.com/2016/01/16/panasonic-tesla-gigafactory-i... While 32% if significant share, it’s less then half. I don’t see how the cells manufactured by a Tesla-branded factory, where TSLA owns more than 50% of the factory, aren’t Tesla’s own.
      - dragontamer 11y ago
        You've never been in an office building with more than two different companies inside? I mean, serious question. In the office building I work in, my company only owns two floors. The next floor is another company, and the floor above that is yet another company. My company owns more than half the building (the bottom floors has more space for various reasons), but the stuff made upstairs isn't made by my company.
        Const-me 11y ago
        Different modes of co-ownership. In the building you’re talking about, each company has/rents some distinctive piece of real estate. Not the case with gigafactory. E.g. read there: http://fortune.com/2015/11/03/tesla-grid-batteries-gigafactory/ http://fortune.com/2015/11/03/tesla-grid-batteries-gigafacto... As you see, Tesla’s saying they will be producing cells, not Panasonic.

Tesla’s not the only company producing electric vehicles. Globally, demand for Li-Ion cells and batteries is going to increase, even if Tesla will stop making cars.

dragontamer 11y ago

Yes, but that only puts Panasonic in a good position. Tesla Batteries can only be used inside of Tesla cars and Powerwalls right now. All the other companies build their own batteries (out of LG Chem cells or Samsung cells). Tesla only assembles Panasonic cells into batteries. They are not poised to actually benefit from increased global demand of Lithium Ion.

Const-me 11y ago
Currently yes, only assembling Panasonic cells. They’re building the factory to change that, by making their own cells. Panasonic only owns about 35% of the factory, the rest is TSLA.
- dragontamer 11y ago
  Panasonic owns the cell development side of the factory. Tesla has no plans to make their own cells. This is a simple fact.
  - Const-me 11y ago
    Panasonic invested $1.6B while the total project cost is about $5B. E.g. here: http://mashable.com/2016/01/16/panasonic-tesla-gigafactory-investment http://mashable.com/2016/01/16/panasonic-tesla-gigafactory-i... While 32% if significant share, it’s less then half. I don’t see how the cells manufactured by a Tesla-branded factory, where TSLA owns more than 50% of the factory, aren’t Tesla’s own.
    - dragontamer 11y ago
      You've never been in an office building with more than two different companies inside? I mean, serious question. In the office building I work in, my company only owns two floors. The next floor is another company, and the floor above that is yet another company. My company owns more than half the building (the bottom floors has more space for various reasons), but the stuff made upstairs isn't made by my company.
      - Const-me 11y ago
        Different modes of co-ownership. In the building you’re talking about, each company has/rents some distinctive piece of real estate. Not the case with gigafactory. E.g. read there: http://fortune.com/2015/11/03/tesla-grid-batteries-gigafactory/ http://fortune.com/2015/11/03/tesla-grid-batteries-gigafacto... As you see, Tesla’s saying they will be producing cells, not Panasonic.