(NB - the head of Shanshan - Zheng Yonggang - says Shanshan supplies CATL ( which means Ningde era*)
"Our technology is also leading, Apple, Tesla, Mercedes-Benz, BMW, Sony, Samsung, LG, Ningde era, BYD, these are my customers."https://www.large.net/news/69u43q4.html)
... “As part of the deal, it is understood that CATL will be instrumental in Tesla’s million mile battery technology which promises to change the face of the transport industry with battery packs that cost just $80/kWh, well under the $100/kWh barrier to bring electric car prices on parity with internal combustion engine vehicles.
The deal will likely put considerable pressure on LG Chem in terms of market share, as well as Tesla’s formerly exclusive battery partner, Panasonic.
Now, Yuqun has spoken about some details regarding the Tesla deal, and his comments hint at a possible future battery production partnership between CATL and the Californian EV maker.
Speaking with China Daily (Hong Kong edition), Yuqun confirmed reports that CATL’s deal with Tesla will not be limited to China, but also that the deal is not limited solely to the provision of batteries.
And although Tesla intends to keep making its own batteries, Yuqun added that CATL is in discussion with Tesla on making batteries collaboratively.
“Musk told me that Tesla wants to produce batteries itself, and as far as we know, their method will not affect ours,” Yuqun was quoted as saying by China Daily.
“And we are discussing how to make better batteries together,” Yuqun said.
According to the report by China Daily, Yuqun also emphasised that CATL is making progress in cobalt-free batteries”
(20min delay)