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> Tesla isn't sharing their chemistry Isn't it Panasonic that manufactures the batteries and sells them to Tesla? Can't they sell the same batteries to everyon

• AtlasBarfed 7y ago
  And right now Tesla / Panasonic is maxed out in their battery production (still a scale that all other manufacturers fundamentally don't have the ability to do, much less profitably). If/when Tesla increases battery production beyond its storage and car/semi lines of business, they will probably acquire/merge other car companies on the cheap. The only thing that can eliminate Tesla's advantage is a catch-up solid battery tech that everyone has access to, and even then Tesla will have lots of infrastructure advantages.
  • SEJeff 7y ago
    That’s not true. Panasonic disagreed with you in their latest earnings call. They’re ramping up for more production. I think Elon has stated they can ramp up 30-50% with the existing space.
• SEJeff 7y ago
  Tesla develops the chemistry and has Panasonic manufacture the cells. Tesla builds the battery packs from Panasonic cells. The intellectual property for the chemistry is 100% Tesla’s and can not be reused by Panasonic for other manufacturers. In places where Panasonic builds batteries for other manufacturers, they use more traditional chemistry that includes more rare earth metals. Tesla’s chemistry is patented and can’t be duplicated. It is one of their several “moats”.