Tesla as a economic distortion may surprise some :)First Mover...

Tesla as a economic distortion may surprise some

First Mover advantage can be huge as can consolidation and mass production. Tesla claimed GIGA factories for everything, It is clear it has been buying battery cells from CATL, BYD, Panasonic and others.

I watch Panasonic in the race to scale in current and future battery tech. Cylindrical batteries tech is a change overtaking pouch or packet style at an explosive growth rate.




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Tesla began delivering the Cybertruck in November 2023 after years of delay and a difficult production ramp-up.

While the automaker already produces its own 4680 batteries, one of the main bottlenecks it faces for the truck is the speed at which it can make them, sources told Reuters in late 2023.

Panasonic, one of Tesla's long-standing battery suppliers, is currently building its second U.S. battery plant in Kansas that is set to start production next year, in addition to one in Nevada.

Panasonic Energy held a ceremony to mark the completion of preparations to start mass-producing the batteries and showed an inspection line where trays stacked with the silver-coloured cells could be seen running through.

The company plans to start battery production at an annual capacity of several gigawatt hours, CEO Kazuo Tadanobu told reporters after the ceremony, adding the global EV market was likely to expand over the medium to long-term.The Wakayama plant is expected to employ roughly 400 staff in the development and production of the new batteries by March 2025, and serve as a site for trying out processes that it could implement at other battery factories around the world, the company said.

Panasonic Energy already makes 2170 and 1860 cylindrical EV batteries at its Suminoe and Kaizuka plants in Japan.

The battery manufacturer and automaker Subaru, for which the U.S. is a key market, said last week they will set up a plant in Gunma prefecture north of Tokyo for the supply of automotive batteries from the 2028 business year.

(Reporting by Daniel Leussink and Maki Shiraki; Editing by Eileen Soreng, Jan Harvey and Louise Heavens)

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The same article has the nimble and quick waiting to 2028 which smells to me of Solid state

"The battery manufacturer and automaker Subaru, for which the U.S. is a key market, said last week they will set up a plant in Gunma prefecture north of Tokyo for the supply of automotive batteries from the 2028 business year." Tesla-supplier Panasonic Energy prepares for high-capacity EV battery production (msn.com)

Is Tesla a car company is another topic entirely Who owns the patents for the new batteries is not always who fires off the Press releases via a mouthpiece like Musk?