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Low cobalt content in their battery design is one of the Tesla industry advantages currently, and as mentioned in another comment here Elon has already said the
by newnewpdro 8y ago
Low cobalt content in their battery design is one of the Tesla industry advantages currently, and as mentioned in another comment here Elon has already said they'll need no cobalt in the near future.
- benj111 8y agoIs that actually a Tesla advantage? Panasonic manufacture the cells, do they not own the ip etc? I suppose its a current Tesla advantage, Panasonic are signing contracts with other manufacturers though, so it isn't really a defensible moat.
- InTheArena 8y agoThe chemistry is actually specified by Tesla, not by Panasonic. It is specific to them. How much of an advantage is it? That remains to be seen, but given the efficiency wins of Tesla over its competitors this year, it seems defensible.
- Obi_Juan_Kenobi 8y agoThe Panasonic/Tesla relationship breaks down to: * Tesla chemistry, pack design, and use. * Panasonic manufacturing equipment and expertise. I don't think Tesla is unassailable here, but they do have a significant head start.
- newnewpdro 8y agoFor how long, who knows, but Tesla has a battery advantage today with their NCA cells using substantially less cobalt than the ubiquitous NCM cells competitors use. [1] I don't think any advantage in battery tech today could possibly hold for another 5-10 years considering how much competition and active research there is. We hear about major battery breakthroughs in the news every few months, presumably some of these will reach consumers in the coming decades. [1] https://static.seekingalpha.com/uploads/2018/10/18/1580111-15398402761397855.png https://static.seekingalpha.com/uploads/2018/10/18/1580111-1...
- xbmcuser 8y agoWell Tesla is doing its own research as well plus what I have read Tesla is always on the lookout for any viable improvement in battery tech. They just bought a startup that would improve its batteries