@ henderrj
Please stop reading fake news websites, it's supper annoying to have to provide a source for such basic facts.
'According to the agreement, Tesla will prepare, provide and manage the land, buildings and utilities. Panasonic will
manufacture and supply cylindrical lithium-ion cells and invest in the associated equipment, machinery, and other
manufacturing tools based on their mutual approval. A network of supplier partners is planned to produce the required
precursor materials. Tesla will take the cells and other components to assemble battery modules and packs. To meet the
projected demand for cells, Tesla will continue to purchase battery cells produced in Panasonic's factories in
Japan' ''
PDF http://files.shareholder.com/downlo...43FA/TSLA_News_2014_7_31_General_Releases.pdf
This will do too I suppose Tesla’s battery partner Panasonic increases production in Japan for other automakers
@ dhanson865
Thanks for providing the time of the question.
"Q: It sounds like from the letter that you could do more than 100k S&X in '18 but you are constarined by the 18650 and I am just curious, you know, what would it take to see the 2170 cells in these vehicles?
A: JB: It's something we've ofc contemplated but it's quite a large change to the architecture of the module of the battery pack overall and you know while the 18650 supply is somewhat of a cap at 100k units per year, you know , even just a few months ago, you know, we didn't feel that expanding supply with Panasonic in Japan was really the right risk. It's something we could consider but right now we are pretty happy with that as it matches our other capabilities and our other investments."
Then Musk goes on with the BS you note but let's remember that S&X are on two shifts now so Tesla is loosing money there by not having 3 shits and 50% higher output - higher per unit depreciation for buildings and machines wit just 2 shifts.
What they are really saying is that they don't feel they can sell more than 100k , see the second half of JB"s answer. Then Musk jumps in to spin it.
So pack needs a major redesign, the cells are a limitation but real one is demand.
OK so this is good news, seems it's easier to do than I thought as I was convinced they need major changes to the car chassis.
Please stop reading fake news websites, it's supper annoying to have to provide a source for such basic facts.
'According to the agreement, Tesla will prepare, provide and manage the land, buildings and utilities. Panasonic will
manufacture and supply cylindrical lithium-ion cells and invest in the associated equipment, machinery, and other
manufacturing tools based on their mutual approval. A network of supplier partners is planned to produce the required
precursor materials. Tesla will take the cells and other components to assemble battery modules and packs. To meet the
projected demand for cells, Tesla will continue to purchase battery cells produced in Panasonic's factories in
Japan' ''
PDF http://files.shareholder.com/downlo...43FA/TSLA_News_2014_7_31_General_Releases.pdf
This will do too I suppose Tesla’s battery partner Panasonic increases production in Japan for other automakers
@ dhanson865
Thanks for providing the time of the question.
"Q: It sounds like from the letter that you could do more than 100k S&X in '18 but you are constarined by the 18650 and I am just curious, you know, what would it take to see the 2170 cells in these vehicles?
A: JB: It's something we've ofc contemplated but it's quite a large change to the architecture of the module of the battery pack overall and you know while the 18650 supply is somewhat of a cap at 100k units per year, you know , even just a few months ago, you know, we didn't feel that expanding supply with Panasonic in Japan was really the right risk. It's something we could consider but right now we are pretty happy with that as it matches our other capabilities and our other investments."
Then Musk goes on with the BS you note but let's remember that S&X are on two shifts now so Tesla is loosing money there by not having 3 shits and 50% higher output - higher per unit depreciation for buildings and machines wit just 2 shifts.
What they are really saying is that they don't feel they can sell more than 100k , see the second half of JB"s answer. Then Musk jumps in to spin it.
So pack needs a major redesign, the cells are a limitation but real one is demand.
OK so this is good news, seems it's easier to do than I thought as I was convinced they need major changes to the car chassis.