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This shows the much hyped original Tesla Gigafactory is a failure. Tesla cannot make batteries any cheaper or better than the supply chain.
by 7e 3y ago
This shows the much hyped original Tesla Gigafactory is a failure. Tesla cannot make batteries any cheaper or better than the supply chain.
- ryzvonusef 3y agoIt's not a matter of "cheaper or better" batteries, EVs need more supply of batteries, total. Tesla can't get enough of them. That's why Tesla is building giga factories and buying from CATL, BYD etc. Iirc, other EV companies are also struggling to get any batteries, and are facing difficulty ramping production. Ford's F150 Lightening is massively popular, but Ford just can't make enough of them, because battery supply isn't matching demand.
- 7e 3y agoNo, Tesla has not expanded the Nevada gigafactory to its promised size (https://en.m.wikipedia.org/wiki/Gigafactory_Nevada https://en.m.wikipedia.org/wiki/Gigafactory_Nevada). It’s been half built from the beginning. Tesla has another factory in Buffalo which is pretty idle as well. If it were economical to expand production there, they would do so. If anything, they will obsolete some lines to add others (4680), but I’m not holding my breath. It’s just not economical to produce batteries in the US, except to satisfy new subsidy requirements for US EVs.
- travisporter 3y agoBut it is economical with subsidies you’re saying?
- ryzvonusef 3y agoThe Nevada one is being expanded, the Panasonic portion is fixed, but they are adding their own two new sections, one for 4680, and one to build the Semi; I recall reading a news-piece relatively recently, so I disagree, something is happening. The Buffalo one...yeah, Tesla is just biding their time till they can't be asked to return their subsidy, imho. absolute crap-shoot of an investment all around.