Other than the monetary outcomes, the Tesla Q3 2020 Earnings Report was form of disappointing in presenting information. Elon Musk normally makes daring guarantees or clarifies particulars about future merchandise, however that was not the case aside from one query, answered by the corporate’s VP for Powertrain and Vitality Engineering. Andrew Baglino’s stated the 4680 cells pilot plant may assist Giga Berlin in its ramp-up.
The query got here from Say.com, and it was in regards to the 4680 batteries manufacturing on the German manufacturing facility. Would they begin with the Model Y manufacturing there? Each Elon Musk and Baglino confirmed that.
Tesla’s VP went slightly additional, as we already talked about. He additionally stated the 4680 cells can be utilized in some vitality merchandise, which contradicts a Tesla Battery Day slide. There, only the Cybertruck and the Semi would get these batteries.
Anyway, Baglino didn’t get into particulars on how Tesla plans to export these cells to Germany. Transport batteries internationally is a difficult and costly enterprise as a result of precautions that should be taken. That’s why it makes far more sense to provide them regionally.
In that sense, the LG Vitality Resolution story we revealed some time in the past suits higher. In case you are not conscious of what we imply, the Korean company said it was developing a “new form-factor” cylindrical cell that is five-times more energy-dense and six times more powerful than current ones.
It didn’t exactly point out which cylindrical cell it had in thoughts for the comparability, like Tesla. And that isn’t the one coincidence this story bears: Tesla additionally stated its 4680 cells are five-times extra energy-dense and 6 occasions extra highly effective than… God is aware of what.
LG Vitality Resolution has a battery plant in Poland. If Tesla actually is working with the Korean firm on the event and manufacturing of those 4680 cells, it might have the Poland facility serving to whereas Giga Berlin can not make its personal cells.
At this level, even Tesla could also be questioning about what it would do. Giga Berlin continues to be some months away from completion. Even the 4680 cells are nonetheless beneath growth. There’s nonetheless a protracted solution to go for a greater image of all this.