Tesla’s 4680 battery supply chain collapses

[henchman24]

NC05
Is not a round can 4680. NC05 is a rectangular prism cell and the use of Ni may not be needed.
NC05 is higher energy density, wider temperature range, longer cycle life.
So
Is Tesla moving to a better 4680 with the NC05?

NC05 is a LFP 4680 cylindrical cell.

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[henchman24]

Yes.

Elon has already said they will be using outside 4680s. Battery manufacturing is difficult and they haven't seen the cost savings or gains they hoped.

Yup, in typical Tesla fashion, they bit off a bit more than they could chew. They'll come out the other side learning a bunch and likely make it work long-term, but the savings haven't materialized yet.

 

[BlueLightning]

Like Elizabeth Holmes Blood Machine.

It was just a Tesla stock boost!

“ Tesla's Battery Day, held on September 22, 2020, showcased significant advancements in battery technology, including plans to reduce battery costs by 56% and improve range by 54%. The event highlighted the introduction of the new 4680 battery cell, which is larger and designed to enhance performance and efficiency in electric vehicles.”

 

[henchman24]

Like Elizabeth Holmes Blood Machine.

It was just a Tesla stock boost!

“ Tesla's Battery Day, held on September 22, 2020, showcased significant advancements in battery technology, including plans to reduce battery costs by 56% and improve range by 54%. The event highlighted the introduction of the new 4680 battery cell, which is larger and designed to enhance performance and efficiency in electric vehicles.”

That's just not true. It was a pathway to a new format that leads to these changes. This is pretty much the same thing that happened with the 2170 transition from 18650s. Tesla pushed for the format change (Panasonic being the supplier), and the purpose was exactly the same... reduce costs, improve range, and improve production efficiency. The first couple years of 2170 production was also very bumpy (people seem to forget this). Now we see 2170 cells in some of the cheapest power tool batteries out there and they are ubiquitous. The 4680 change was a larger step, and is taking more time. Yet we are seeing the industry doing the same standardization of the 46mm format. All major battery manufacturers have 46mm cells either in production or the pipeline.

 

[Outdoors]

Like Elizabeth Holmes Blood Machine.

It was just a Tesla stock boost!

“ Tesla's Battery Day, held on September 22, 2020, showcased significant advancements in battery technology, including plans to reduce battery costs by 56% and improve range by 54%. The event highlighted the introduction of the new 4680 battery cell, which is larger and designed to enhance performance and efficiency in electric vehicles.”

So true! Hey we got nothing real. Just throw some numbers up, and people will forget a year from now. Hmm sounds like something I heard about the CT. Any event that is a "day" is mostly BS.

 

[Cactusrick]

Aren't the Tesla semi's also using the 4680s?

Jjust dropped off my Beast at service. They gave me a 2025 model X to drive . FSD is a wee bit better than the truck and the auto doors...It is a sweet 6 seater and I can see why it's a great family car. Plenty of room to get the cars seats in. A lot more room than the Y

 

[Outdoors]

Aren't the Tesla semi's also using the 4680s?

Nope for the third time in thread.

 

[Paul Scott]

if only Fred and some other reporters could learn to Google.

Tesla is building a massive cathode plant next to Gigafactory Texas in Austin Austin to produce battery components, a key part of their vertical integration strategy, using lithium hydroxide from their Texas refinery to make cathodes for their 4680 battery cells, with ongoing construction aiming for completion in late 2024 or 2025 to reduce costs and reliance on overseas suppliers, as confirmed by permit filings and site updates.
Key Details:

• Purpose: To manufacture battery cathodes, the most expensive part of an EV battery, for Tesla's in-house 4680 cells.
• Location: Adjacent to Gigafactory Texas (Giga Texas) in Travis County, TX.
• Integration: Directly linked with Tesla's lithium refinery in Robstown, Texas, creating a closed-loop production system.
• Scale: A large industrial facility, part of a significant $776 million expansion plan for the Austin site.
• Timeline: Construction and filings date back to early 2022, with completion expected by late 2024 or 2025.
• Significance: Vertical integration helps lower production costs, reduce reliance on external battery suppliers, and secure critical materials like nickel.

Project Status:

• Construction involves significant steelwork, utility installation, and facility setup.
• The plant will process lithium hydroxide, using local resources to produce cathode materials.

Why it Matters:

• This plant is crucial for Tesla's goal of self-sufficiency in battery production, reducing dependence on foreign supply chains and controlling costs.
• It supports the manufacturing of the newer, higher-energy-density 4680 battery cells, which are vital for future Tesla models.

 

[REM]

The company that is a supplier wrote down its investment by 99%. If Tesla doesn't need cathodes, then it doesn't need batteries. I would say that matches the 99% over hyped of all the millions of CT orders. Was just a matter of accounting. Not really news. We all know the CT doesn't sell well.

This trade deal falling through is about battery advancements, not demand lol. You guys are such DOOMERS about this truck

 

[Paul Scott]

Nope for the third time in thread.

The answer depends on which very into the truck. The long range does use the 4680s and the short range uses LFP.

Key Battery Details:

• Capacity:
  Long-Range: ~850 kWh (using 4680 cells).
  
  Short-Range: ~500 kWh (using LFP cells).
  
  
• Cell Technology:
  Primarily uses next-gen 4680 battery cells for high energy density, though LFP (Lithium Iron Phosphate) cells are used in the shorter-range version for cost and durability.
  
  
• • Efficiency:
    Extremely efficient, consuming less than 2 kWh per mile, enabling 500-mile range.
    
  • Charging:
    Supports Tesla's Megachargers for fast charging, adding up to 70% range in about 30 minutes.
    
  • Design:
    The large battery pack is integrated structurally, keeping the center of gravity low for stability, even when fully loaded.

 

[SCTesla]

The answer depends on which very into the truck. The long range does use the 4680s and the short range uses LFP.

Key Battery Details:

• Capacity:
  Long-Range: ~850 kWh (using 4680 cells).
  
  Short-Range: ~500 kWh (using LFP cells).
  
  
• Cell Technology:
  Primarily uses next-gen 4680 battery cells for high energy density, though LFP (Lithium Iron Phosphate) cells are used in the shorter-range version for cost and durability.
  
  
• • Efficiency:
    Extremely efficient, consuming less than 2 kWh per mile, enabling 500-mile range.
  • Charging:
    Supports Tesla's Megachargers for fast charging, adding up to 70% range in about 30 minutes.
  • Design:
    The large battery pack is integrated structurally, keeping the center of gravity low for stability, even when fully loaded.

No Semi has 4680, yet. What you are quoting is the roadmap. The long range Semis delivered use 2170s and the Cathode plant isn't really relevant to the deal discussed. That's where Elon says he wishes they wouldn't have gone with the dry cathode.

 

[Outdoors]

All great at reading the internet, but not so great at reading the 10-Q's and such. Good luck with all one's dreams and hopes.

 

[Outdoors]

The answer depends on which very into the truck. The long range does use the 4680s and the short range uses LFP.

Key Battery Details:

• Capacity:
  Long-Range: ~850 kWh (using 4680 cells).
  
  Short-Range: ~500 kWh (using LFP cells).
  
  
• Cell Technology:
  Primarily uses next-gen 4680 battery cells for high energy density, though LFP (Lithium Iron Phosphate) cells are used in the shorter-range version for cost and durability.
  
  
• • Efficiency:
    Extremely efficient, consuming less than 2 kWh per mile, enabling 500-mile range.
  • Charging:
    Supports Tesla's Megachargers for fast charging, adding up to 70% range in about 30 minutes.
  • Design:
    The large battery pack is integrated structurally, keeping the center of gravity low for stability, even when fully loaded.

NO!

 

[Outdoors]

This trade deal falling through is about battery advancements, not demand lol. You guys are such DOOMERS about this truck

Occupation noted. Not a doomer. A realist. Not a pipe smoker of Hopium.

 

[CTOWannabe]

The company that is a supplier wrote down its investment by 99%. If Tesla doesn't need cathodes, then it doesn't need batteries. I would say that matches the 99% over hyped of all the millions of CT orders. Was just a matter of accounting. Not really news. We all know the CT doesn't sell well.

Um that suppliers chemistry may no longer needed and other suppliers with the correct chemistry are taking up contract. If I recall during battery day they mentioned changes in chemistry along the road map and even moving to their own production at some point

Electrik is pure loser communist propaganda. I refuse to click on any of their crap. I look forward to all of them being out of jobs turning tricks to diseased trolls under bridges where they truly belong to pay for their terminal drug habits of cantcopioum

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