The onslaught of new battery manufacturing capacity developments show automakers are keen on taking advantage of incentives and securing batteries for their new electric vehicle fleets.
Great insight Grayson. Representing an emerging energy storage manufacturer from North America, the landscape is filling up quickly -- and is absolutely necessary given the shift to electric and over-reliance on non-allies for supply.
I disagree with the completeness of this statement. “ Tesla for example is responsible for pack production and vehicle assembly, but not cell production which is outsourced to other industry leaders in this case Panasonic. ”
Tesla makes their own 4680 cells as part of their supply, and plans a large increase of that production under the IRA. Currently expanding Austin, with equipment that was originally going to Berlin.
Great insight Grayson. Representing an emerging energy storage manufacturer from North America, the landscape is filling up quickly -- and is absolutely necessary given the shift to electric and over-reliance on non-allies for supply.
I disagree with the completeness of this statement. “ Tesla for example is responsible for pack production and vehicle assembly, but not cell production which is outsourced to other industry leaders in this case Panasonic. ”
Tesla makes their own 4680 cells as part of their supply, and plans a large increase of that production under the IRA. Currently expanding Austin, with equipment that was originally going to Berlin.