Panasonic cell traces run at ~2/three of the theoretical capability
Elon Musk referred to the reviews about frozen investments in new battery capability on the Tesla Gigafactory. In accordance with Musk, Panasonic‘s traces at the moment are producing 21700 cylindrical lithium-ion cells (referred to as additionally 2170) at a tempo of 24 GWh per yr, which isn't way more than the 20 GWh introduced in the summertime of 2018, and simply 2/three of the deliberate 35 GWh per yr – promised by Panasonic by the tip of March 2019.
That is why there shall be no additional funding within the new manufacturing traces (it runs reverse to reviews that there is no such thing as a demand for Tesla vehicles), till Panasonic offers with its gear and will get nearer to the promised output of 35 GWh of cells.
The 24 GWh per yr output isn't excessive sufficient and constrains the manufacturing of the Tesla Mannequin three (“since July” 2018), in addition to power storage techniques. Elon Musk stated that there was no method to produce extra Mannequin three, though manufacturing stats present that Q1 2019 was at a file – 62,950, in comparison with 61,394 in This fall 2018).
““There's 35 GWh/yr ‘theoretical capability’, however precise max output is ~2/three,” Musk stated in a tweet. “It was bodily not possible to make extra Mannequin three’s in Q1 as a result of cell constraints.””
“Incorrect. Pana cell traces at Giga are solely at ~24GWh/yr & have been a constraint on Mannequin three output since July. No selection however to make use of different suppliers for Powerwall/Powerpack cells. Tesla gained’t spend cash on extra capability till present traces get nearer to 35GWh theoretical.”
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We will summarize the newest information in a number of factors:
Mannequin three is constrained by lithium-ion cell manufacturing on the Tesla Gigafactory, Panasonic wants to extend manufacturing from 24 to 35 GWh per yr (by 46% earlier than investments in new traces).
Powerwall and Powerpack power storage system are constrained by lithium-ion cell manufacturing on the Tesla Gigafactory and Tesla is in search of batteries from different suppliers
Mannequin S/Mannequin X are in all probability unaffected as a result of these us 18650 battery cells produced by Panasonic in Japan
Incorrect. Pana cell traces at Giga are solely at ~24GWh/yr & have been a constraint on Mannequin three output since July. No selection however to make use of different suppliers for Powerwall/Powerpack cells. Tesla gained’t spend cash on extra capability till present traces get nearer to 35GWh theoretical.
— Elon Musk (@elonmusk) April 13, 2019