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Tomorrow is the much anticipated Battery Day, which has caused a stir not only among Tesla fans but in several industries. While the details of what will be presented remain shrouded in secrecy, patent information and hints from Elon Musk offer us some direction.
Musk via Twitter today made a note about tomorrow's Battery Day. He wrote that the company's developments will primarily affect long-term production, especially for the Semi, Cybertruck, and Roadster. However, he added a footnote stating that what the company will announce will not reach serious mass production until 2022.
Tesmanian reported in February that Tesla's new battery cells will have a different form factor. This hinted that the new cells could be targeted at new products, such as Semi and Cybertruck. With the latest hint from Musk, this information makes even more sense.
Important note about Tesla Battery Day unveil tomorrow. This affects long-term production, especially Semi, Cybertruck & Roadster, but what we announce will not reach serious high-volume production until 2022.— Elon Musk (@elonmusk) September 21, 2020
Will Tesla Battery Day Introduce Next-Gen Battery Similar to 4070 Cells for Cybertruck & Semi?https://t.co/dVst0Ys8dJ— Tesmanian.com (@Tesmanian_com) September 17, 2020
Roadstreader is a sports car with incredible performance. However, in order to meet it, the vehicle must have a reliable and highly efficient battery.
Although Tesla already has its own battery cell test production line in Fremont, it will not be able to meet the manufacturer's needs at the moment. That is why Musk stressed that Tesla is not going to reduce purchases of batteries from Panasonic, LG and CATL; instead, Tesla actually intends to increase buying, and possibly even consider other partners.
The fact is that Tesla cars are incredibly popular, and batteries are currently the bottleneck. Therefore, despite the fact that battery suppliers are operating at maximum speed, the company still predicts significant shortages in the future. This is why Tesla took action.
We intend to increase, not reduce battery cell purchases from Panasonic, LG & CATL (possibly other partners too). However, even with our cell suppliers going at maximum speed, we still foresee significant shortages in 2022 & beyond unless we also take action ourselves.— Elon Musk (@elonmusk) September 21, 2020
Battery manufacturing is fundamental to the production of more electric vehicles and key to the world moving to sustainable energy. “The thing we’re going to be focused on is increasing the battery production capacity because that’s very fundamental. Cause if you don’t improve battery production capacity, then you end up just shifting unit volume from one part to another, and you haven’t actually produced more electric vehicles," Musk said.
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