Tesla LFP Model 3 (Standard Range) Made in China are rolling off Shanghai now.
LFP is naturally cobalt free anyway: balancing low cost (using iron and phosphate) with range is key here... it’s not about cobalt
Read Tesla’s strategy: benchmarkminerals.com/membership/lfp…
These LFP prismatic cells for Model 3 are the CATL deal @elonmusk was referring to on Battery Day
The long range Made in China Model 3 uses the LG Chem 2170s 811 chemistry - the other contract Elon was referring to.
This means Tesla has battery cell deals with Panasonic (Suminoe, Japan and Gigafactory), CATL (China), LG Chem (China) and of course the 4680s themselves in Texas.
Yet it won’t be anywhere near enough. Tesla’s biggest risk is cell supply, cell supply’s biggest risk is raw material supply, especially lithium and nickel
Share this Scrolly Tale with your friends.
A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.