Forward of Tesla’s Battery Day occasion, to be held Tuesday, September 22, CEO Elon Musk Monday defined through Twitter that whereas it plans to extend battery cell purchases from Panasonic, LG, CATL, and maybe different companions, it nonetheless anticipates battery shortages beginning in 2022 “until we additionally take motion ourselves.”
On the occasion, Tesla is anticipated to showcase what’s been rumored for a very long time: a mix of technological developments that assist produce batteries which are more energy-dense, last more, and are cheaper—and simpler—to make.
In 2019, Tesla bought ultracapacitor specialists Maxwell Technologies, and it purchased Canada’s Hibar, a battery maker that was linked to lithium-ion battery researcher Jeff Dahm, who was concerned in Tesla’s “million-mile battery” skunkworks challenge. That challenge, understanding of a facility near Tesla’s Fremont factory, has reportedly resulted in a cell able to lasting three times the cycles of Tesla’s current cells.
Tesla manufacturing facility, Fremont, California
Neither Musk nor Tesla has confirmed that what’s to be revealed at Battery Day straight pertains to these developments. However in Tesla’s Q2 monetary replace name, held in July, Musk famous that it was transitioning some Mannequin 3 manufacturing to lithium iron phosphate (LFP) cells in order that it’d save extra of its higher-energy-density cells for the Semi, as manufacturing ramps up for 2021 deliveries.
We intend to extend, not scale back battery cell purchases from Panasonic, LG & CATL (presumably different companions too). Nonetheless, even with our cell suppliers going at most velocity, we nonetheless foresee important shortages in 2022 & past until we additionally take motion ourselves.
— Elon Musk (@elonmusk) September 21, 2020
Musk’s pre–Battery Day remark confirms that the Cybertruck and Roadster may additionally be aware about the brand new state-of-the-art cells. They’re all examples for which conserving weight down however vitality up is crucial. Extra weight means diminished payload for a pickup, and might blunt the efficiency of a sports activities automotive.
Tesla Cybertruck stay unveiling – November 21, 2019
Set to be streamed straight after Tesla’s annual shareholder assembly, the occasion will doubtless comply with the format of the corporate’s Autonomy Day held in April 2019. Anticipate to get some background on the corporate’s present expertise, a glimpse of what it’s engaged on behind the scenes, and a tease of future merchandise and, maybe, automobiles to return. And depart room for a minimum of one bombshell shock that months of speculative experiences have missed.
Battery Day will likely be lacking one key government in Tesla’s present-day battery technique. JB Straubel, who left the company in summer time 2019, is extensively assessed as one of many world’s prime specialists in EV battery tech.
Tesla CTO JB Straubel and CEO Elon Musk presenting at gigafactory tour, Reno, Nevada, July 2016
Earlier this 12 months, in what’s basically change into a meme of its personal, Musk mentioned that Battery Day goes to “blow your thoughts.” Then simply earlier this month, he once more fed the hype machine, with claims that Battery Day “will likely be very insane.”
That mentioned, Musk faces an uncommon form of problem: He must promote buyers on the long-range viability of the rapidly expanding global EV maker, whereas not convincing too many followers and potential patrons to postpone upgrades and purchases till the brand new expertise has arrived. That is a effective line, and Musk is mostly not one to maintain to finely crafted speaking factors.
You possibly can try the Battery Day presentation here, after the corporate’s 1:30 p.m. PT assembly concludes.