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Benchmark Mineral Intelligence ~ Critical Minerals - Energy Supply Chains - From Mine to Grid #MUFC

Sep 15, 2020, 6 tweets

The Tesla “Biscuit Tin” has arrived. So this is a new cell, produced at Fremont and is central to the battery day announcements and new production process on Battery Day.

18650 > 2170 > #TeslabiscuitTin

benchmarkminerals.com/events/battery…

The jump is much bigger than from 18650 to 2170 which was a huge innovation and key to Model 3 success.

This will key crucial to future Model 3, Model Y and Cybertruck

The #TeslaBiscuitTin is a major component of dropping the cost of cell production to properly below $100/kWh.

The other bits will be anode focus and scale and Maxwell. @Tesla @elonmusk

This will be the expected central cell format produced at Austin #gigafactory from 2022 onwards. And will 100% take less space than than Giga1 in Nevada. Maybe as much as 30% but that’s a guess.

FYI I don’t expect #Teslabiscuittin to catch on but my mum would love it

Ffs #BigBenAsh of @benchmarkmin us now saying it’s a mini #TeslaBakedBeanTin

Will be interesting to get @KurtKelty thoughts, especially after @benchmarkmin #EVFest discussion on how they could have gone bigger on the 2170 in hindsight.

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