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begins shift to new EV battery as Musk expects supply chain shortages to flip from chips to cells","tesla-begins-shift-to-new-ev-battery-as-musk-expects-supply-chain-shortages-to-flip-from-chips-to-cells","article/tesla-begins-shift-to-new-ev-battery-as-musk-expects-supply-chain-shortages-to-flip-from-chips-to-cells",{"_uid":557,"date":558,"tags":559,"editor":566,"content":576,"excerpt":686,"featured":50,"reporter":687,"_editable":691,"component":692,"seo_title":553,"categories":693,"visibility":697,"author_company":49,"featured_image":698,"seo_description":686,"author_full_name":49,"author_job_title":49,"formattedDate":703,"formattedArticleDate":704},"50e4c546-68b8-48cb-93dc-70486923f186","2022-01-27 00:00",[560,563],{"slug":561,"name":562},"cells","Cells",{"slug":564,"name":565},"tesla","Tesla",[567],{"slug":568,"name":569,"content":570},"matthew-bird","Matthew Bird",{"job_title":571,"image":572,"bio":574,"linkedin":575},"Senior Editor - Supply Chains & Data Visualisation",{"filename":573},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":577,"content":578},"doc",[579,586,609,614,619,624,627,632,637,642,655,660,665,670,675,680,683],{"type":580,"attrs":581,"content":582},"paragraph",{"textAlign":49},[583],{"text":584,"type":585},"Tesla has begun using a new homegrown battery cell in its electric vehicles as chief executive Elon Musk said global supply chain shortages will likely move from semiconductors to battery cells.","text",{"type":580,"attrs":587,"content":588},{"textAlign":49},[589,591,599,601,607],{"text":590,"type":585},"Tesla’s ",{"text":592,"type":585,"marks":593},"large-format 4680 cells",[594],{"type":595,"attrs":596},"link",{"href":597,"uuid":49,"anchor":49,"target":49,"linktype":598},"https://source.benchmarkminerals.com/article/teslas-quest-for-battery-cell-superiority-continues","url",{"text":600,"type":585}," are being installed in some Model Y midsize SUV produced ",{"text":602,"type":585,"marks":603},"in Texas",[604],{"type":595,"attrs":605},{"href":606,"uuid":49,"anchor":49,"target":49,"linktype":598},"https://source.benchmarkminerals.com/article/exclusive-tesla-becomes-first-automaker-to-enter-lithium-supply-chain-reshapes-foundations-of-china-dominated-spodumene-2",{"text":608,"type":585},", Musk said on Wednesday, with the hope that their production will help alleviate a looming battery cell shortage.",{"type":580,"attrs":610,"content":611},{"textAlign":49},[612],{"text":613,"type":585},"“We still expect to be part or primarily chip-limited this year,” Musk said. “So, that’s the thing that’s actually the driver. And that chip limitation should alleviate next year. And then probably, we transition into a cell limitation battery, total gigawatt-hours of cell limitation, which is when the 4680 will become very important.”",{"type":580,"attrs":615,"content":616},{"textAlign":49},[617],{"text":618,"type":585},"Tesla has begun producing the 4680 batteries at its Kato Road pilot plant, which has a capacity of 10 gigawatt-hours, or enough for close to 140,000 Model 3/Y per year, but commercial expansion to produce road ready cells has been harder than anticipated.",{"type":580,"attrs":620,"content":621},{"textAlign":49},[622],{"text":623,"type":585},"Tesla eventually wants to scale up cell production at Austin and Berlin, which could have a combined capacity of 90 GWh, making Tesla among the top 5 global battery producers by capacity, according to Benchmark’s Lithium Ion Battery Gigafactory Assessment.",{"type":580,"attrs":625,"content":626},{"textAlign":49},[],{"type":580,"attrs":628,"content":629},{"textAlign":49},[630],{"text":631,"type":585},"The large format cells, which are 80 millimetres long, enable a five times increase in the amount of energy that can be stored, boosting a car’s range by 16%, according to Tesla. Cell costs in terms of dollars per kilowatt-hour are also 14% lower.",{"type":580,"attrs":633,"content":634},{"textAlign":49},[635],{"text":636,"type":585},"“We are making meaningful progress of the ramp curve in Kato,” Drew Baglino, senior vice president at Tesla, said. “We’re building 4680 structural packs every day, which are being assembled into vehicles in Texas. I was driving one yesterday and the day before. And we believe our first 4680 vehicles will be delivered this quarter.”",{"type":580,"attrs":638,"content":639},{"textAlign":49},[640],{"text":641,"type":585},"Still Tesla is likely to remain reliant on external battery cell suppliers such as CATL, LG Energy Solution and Panasonic to increase EV production by 50% this year.",{"type":580,"attrs":643,"content":644},{"textAlign":49},[645,647,653],{"text":646,"type":585},"Tesla said on Wednesday that the first vehicles from its Berlin gigafactory would use smaller 2170 cells rather than the 4680 cells, which were unveiled ",{"text":648,"type":585,"marks":649},"at the company’s Battery Day",[650],{"type":595,"attrs":651},{"href":652,"uuid":49,"anchor":49,"target":49,"linktype":598},"https://source.benchmarkminerals.com/article/lithium-silicon-anodes-terafactory-watch-benchmarks-reaction-to-teslas-battery-day-free",{"text":654,"type":585}," event in September 2020.",{"type":580,"attrs":656,"content":657},{"textAlign":49},[658],{"text":659,"type":585},"Tesla’s Elon Musk had previously said that “high-volume production” of its own battery cells would start in 2022, but the car company is finding that producing its own lithium ion cells is harder than expected, Simon Moores, CEO of Benchmark, said.",{"type":580,"attrs":661,"content":662},{"textAlign":49},[663],{"text":664,"type":585},"“Tesla is still to be a big consumer rather than integrated producer as we stand,” Moores said. “Making lithium ion batteries ain’t rocket science but it isn’t easy.”",{"type":580,"attrs":666,"content":667},{"textAlign":49},[668],{"text":669,"type":585},"Baglino, senior vice president at Tesla, said the company had “engaged with a number of our partners or suppliers on the [battery cell] form factor and they’re all working on it.”",{"type":580,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":585},"Panasonic will start producing the cells in 2023, Nikkei reported this month.",{"type":580,"attrs":676,"content":677},{"textAlign":49},[678],{"text":679,"type":585},"Caspar Rawles, head of price assessments at Benchmark, said “without in-house 4680’s it’s going to be an issue when it flips from chips to cells that are in shortage.”",{"type":580,"attrs":681,"content":682},{"textAlign":49},[],{"type":580,"attrs":684,"content":685},{"textAlign":49},[],"Tesla has begun using a new homegrown battery cell in its electric vehicles as chief executive Elon Musk said global supply chain shortages will likely move from semiconductors to battery cells. Tesla’s large-format 4680 cells are being installed in some Model Y midsize SUV produced in Texas, Musk said on Wednesday, with the hope that […]",[688],{"slug":568,"name":569,"content":689},{"job_title":571,"image":690,"bio":574,"linkedin":575},{"filename":573},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"50e4c546-68b8-48cb-93dc-70486923f186\", \"id\": \"\"}-->","article",[694],{"slug":695,"name":696},"batteries","Batteries","private",{"id":49,"alt":699,"name":699,"focus":699,"title":699,"source":699,"filename":700,"copyright":699,"fieldtype":701,"meta_data":702,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/34d7e9201c/bm-shutterstock-20429473161-1.jpg","asset",{"alt":699,"title":699,"source":699,"copyright":699},"Jan 27, 2022","27th January 2022",[],[],1792688589787]