The case for Tesla becoming their own battery cell supplier

The case for Tesla becoming their own battery cell supplier Gali’s YouTube channel: https://www.youtube.com/channel/UC1LAjODfg7dnSSrrPGGPPMw How does Tesla fulfill cell demand for their upcoming products, the pickup truck, Model Y, Semi, and Roadster when Panasonic is struggling to produce 30 GWh for their current lineup of the Model S, X, and 3. My hypothesis: Tesla needs to become their own cell supplier This is why Tesla’s upcoming battery and drivetrain investor day is so important. Gali from Hyperchange and I were talking about it the other day and here are his thoughts since he just returned from an exclusive tour of Giga 1: Tesla’s vehicle lineup is directly tied to battery cell production and supply chain. If the cell supply chain is the current bottleneck, Tesla must find a why to control their own destiny. This sounds exciting but why is Tesla doing this if they’ve been married at the hip with Panasonic? Tesla product lineup in the next two years: ‘Model B’ (Pickup truck), Model Y, Semi, Roadster. Along with their current lineup of S, X, and 3, Tesla will need more than 1 TWh of cells in the very near future. Panasonic at least for the last year has been underperforming with cell output. -Back in August 2018 cell output was only at 20 GWh with a goal to get to the theoretical capacity of 35 GWh by the end of 2018 -In September 2018 Panasonic said it would add 3 new cell lines to the Gigafactory by end of 2018 -In April of 2019 the Nikkei reported that Panasonic would not be making any new investments in Giga 1 or 2 -As of April 13 2019 Elon said that Panasonic was only producing 24 GWh In other words, Tesla wants to move faster but Panasonic either can’t or doesn’t want to. This is where the Maxwell acquisition becomes valuable -Maxwell’s DBE tech will increase production capacity density by 16x and provide a 10-20% cost reduction in manufacturing -Maxwell also claimed to have an cell energy density increase from Tesla’s current ~250 Wh/kg to 300 and a pathway to 500 Tesla’s most recent acquisition of Canadian company Hibar Systems further solidifies my theory. I’ll let their CEO explain what they do: As a result of Tesla becoming their own battery supplier, I believe they will give them more control over cell volume and costs - and not to mention single handedly drive down the cost per kWh of batteries for the entire EV industry to benefit from. One final thought, if Tesla does successfully produce more than a TWh of batteries, does that mean they should change Gigafactory to Terafactory??? Tesla referral code: http://ts.la/sean510 Become a Patreon supporter: https://www.patreon.com/seanmmitchell Like Tesla: http://www.youtube.com/LikeTesla Now You Know: https://www.youtube.com/nowyouknowchannel Hyperchange: TV https://www.youtube.com/hyperchangetv Teslanomics: https://www.youtube.com/channel/UCbEbf0-PoSuHD0TgMbxomDg Products I use: Canon 80D: https://www.amazon.com/dp/B01H8CWRBM/ref=cm_sw_r_tw_dp_U_x_XHYIBb4RC08QH JOBY GorillaPod 3K Kit. Compact Tripod 3K Stand and Ballhead 3K for Compact Mirrorless Cameras or Devices up to 3K (6.6lbs). Black/Charcoal: https://www.amazon.com/gp/product/B074WC9YKL/ref=oh_aui_detailpage_o06_s01?ie=UTF8&psc=1 Rode VMGO Video Mic GO Lightweight On-Camera Microphone Super-Cardioid: https://www.amazon.com/Rode-VMGO-Lightweight-Microphone-Super-Cardioid/dp/B00GQDORA4/ref=sr_1_3?s=electronics&ie=UTF8&qid=1537461907&sr=1-3&keywords=rode+microphone Michelin X-Ice Xi3 Winter Radial Tire - 245/45R19/XL 102H: http://amzn.to/2DyiHUc iOttie Easy One Touch 4: http://amzn.to/2Bs3SR6 KobraTech Mini Cell Phone Tripod: http://amzn.to/2sJMOH2 #Tesla #ModelS #ElonMusk