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It's lowest cost from their perspective. IOW, it's cheaper for them to make their own batteries, then buy from BYD, LG or Panasonic. That competitor price
by bryanlarsen 2y ago
It's lowest cost from their perspective. IOW, it's cheaper for them to make their own batteries, then buy from BYD, LG or Panasonic. That competitor price includes profit margin, the internal cost doesn't, so it's not apples to apples. Amazing achievement regardless.
- out_of_protocol 2y agoAlso 4680 better than traditional 18650 due to bigger size and therefore less money and space spent on casing
- reitzensteinm 2y agoTroy Teslike claims this also includes the $35/kWh tax credit linked below, which would be a substantial boost. I'm not in a position to verify and Troy's content is behind a Patron paywall, so make of that what you will. This would further imply it's not an apples to apples comparison, but that doesn't change that it's genuinely cheaper for Tesla. https://www.federalregister.gov/documents/2023/12/15/2023-27498/section-45x-advanced-manufacturing-production-credit https://www.federalregister.gov/documents/2023/12/15/2023-27...