Interesting article tankhexman.
Regarding the new 4680 cells and Panasonic production ramping up towards the end of Q1 2023. It will be interesting to see how they fit this in with the US Inflation Reduction Act to ensure their vehicles qualify for the rebates. 2023 very exciting times IMO.
Quotes from the article.
"While Tesla is being hush-hush, Panasonic has been less so. In a report back at the start of June 2022, the company stated that they’ve sent prototypes to Tesla and that approval was being awaited. Once that much-needed approval comes in, Panasonic has set aside nearly a billion dollars for mass production costs."
"According to Panasonic, if all goes according to plan, the 4680 battery will enter mass production in March of 2023. At first, production will take place exclusively in Japan. Eventually, Panasonic plans to move production over to North America. This will require the construction of a brand-new Panasonic plant in the United States. The location of this planned plant is yet to be disclosed, but insiders have named Kansas and Oklahoma as frontrunners."
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