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Serious question: Does Tesla actually have that capacity, though? My understanding (which may be wrong) is that Tesla batteries are being produced by Panasonic
by mikekchar 7y ago
Serious question: Does Tesla actually have that capacity, though? My understanding (which may be wrong) is that Tesla batteries are being produced by Panasonic. The Toyota/Mazda/etc joint venture has revealed that they are going with Panasonic as well. Meanwhile the Panasonic/Tesla battery factory in South Korea has been shelved. I'm actually more than a bit curious if this will cause problems for Tesla in the near future.
BTW, in case it's not obvious, I'm not that well versed in this, so nobody should read too much into my comments. I'm really just soliciting opinions from people who know more than me.
- imtringued 7y agoEV companies are hesitant to invest into battery cell manufacturers because if they don't get an exclusive deal then they end up funding their competitors. Tesla probably solves this dilemma by leasing floor space to Panasonic inside the Gigafactories. Tesla will always be the highest paying customer because they don't have to pay shipping costs.