Mukesh Kishore Sahay’s Post

Tesla's collaboration with Chinese battery manufacturer CATL has been pivotal in advancing electric vehicle (EV) technology. CATL supplies Tesla with lithium iron phosphate (LFP) batteries, known for their cost-effectiveness and safety, though they offer less range compared to other chemistries. This partnership has enabled Tesla to produce more affordable EVs, particularly in the Chinese market. However, CATL's founder, Robin Zeng, has expressed skepticism about Tesla's focus on 4680 cylindrical cell technology, predicting potential challenges in its implementation. Despite these differing perspectives, the collaboration between Tesla and CATL continues to play a significant role in the evolution of battery technologies within the EV industry. #Tesla #CATL #EVBattery

🔋Tesla Plans to Launch New Battery by Year-End! #Tesla, which has been striving for five years to develop its own cylindrical battery cell, plans to launch the new version of its 4680 cell by the end of the year. This cell, which will form the basis of the structural battery pack integrated into the chassis of its electric vehicles, will provide up to a 50% cost advantage if both the anode and cathode are produced using dry coating technology. In April, Tesla parted ways with its senior battery executive Drew Baglino and nearly 25% of the battery team. Despite rumors that the 4680 cell project might be canceled due to production issues, new advancements in production have reportedly accelerated the project. According to Electrek.co, Elon Musk has instructed the battery team to have the 4680 cell, with a cathode produced using dry coating technology, ready for mass production by the end of the year. If the targets are not met and the 4680 operation fails, Tesla's dream of producing its own cell might come to an end. Other news sources suggest that Tesla is doing everything possible to produce 30% of its needed batteries in-house. If everything goes well, Tesla will be able to produce the cheapest high-nickel battery on the market. Additionally, there are talks of sourcing 4680 cells from LG Energy Solution.

🔋 Tesla’s 4680 Battery: A Turning Point or a Missed Opportunity? ⏳️ I came across an insightful piece discussing Tesla’s much-anticipated 4680 battery, which was set to reshape the #EV industry. After years of delays, production has ramped up, but the competition has advanced quickly. With rivals like BYD and CATL offering more efficient and cost-effective solutions, the 4680 may no longer be the game-changer it was intended to be. It’s a reminder that #innovation doesn’t stop, and staying ahead in the rapidly evolving EV market requires more than catching up—it demands leading the next breakthrough. The full article is below for those interested in the details. #Sustainability #BatteryTech #Tesla

Tesla produces 500k #4680 cells per day 👏, but they need around 6 billion a year. And that’s before you throw in energy and semi. Their ramp on the new plant is amazing especially considering how they started with the pilot plant in Fremont. Breaking the 100 million cell mark in under a year is amazing 🤩 so hats 🎩 off to them! Now they need to expand the process in a major way to cover their needs and become the only OEM not dependent on Contemporary Amperex Technology Co., Limited 😉 To add some perspective, there were around 3000 x 2170 cells in their cars before the 4680 launch. Now let’s say you need half the number of 2170 cells, and then multiply that times 2-4 million cars a year. Then you have semi and energy, but here’s the added bonus. Energy can use second Life cells for the car. This is huge for the market if they keep ramping up at this speed. Especially when all the western battery startups are either failed like Britishvolt and Proterra, but even major players like Our Next Energy (ONE) and Northvolt are struggling to reach to the same milestone as Tesla. #catl #secondlife https://lnkd.in/gWWmzUGG

Tesla’s New Battery: Success or Failure? CATL's chairman, Robin Zeng, believes Tesla’s 4680 battery cell will never achieve success. Despite reaching the milestone of 100 million units produced, Zeng questions the design, favoring different tech. He highlighted Elon Musk’s strengths in other areas—chips, software, and mechanics—but doubted Tesla’s electrochemical expertise. CATL holds a tech licensing deal with Tesla for U.S. production, planned for 2025. Additionally, the conversation included Tesla's Full Self-Driving tech. Zeng supports it, yet criticizes Musk’s habit of overpromising timelines. The clash reveals differing visions in the battery and EV space, challenging Tesla's bold steps. What do you think? Will Tesla batteries lose in parameters against CATL? Has CEO CATL right? Write me your opinion in the comments. #emobility #chargingstation #ev #charginginfrastructure #electriccar

💥 𝐖𝐢𝐥𝐥 𝐬𝐨𝐥𝐢𝐝-𝐬𝐭𝐚𝐭𝐞 𝐛𝐚𝐭𝐭𝐞𝐫𝐢𝐞𝐬 𝐛𝐞𝐜𝐨𝐦𝐞 𝐓𝐞𝐬𝐥𝐚'𝐬 𝐧𝐞𝐰 𝐬𝐮𝐩𝐞𝐫 𝐰𝐞𝐚𝐩𝐨𝐧? Yes, the Cybertruck may divide opinion and may not be as robust as Elon Musk would like, but Tesla still has big plans for it. This is precisely why Tesla is currently testing the specially developed solid-state batteries in this model. #Tesla #Electromobility #Electricvehicle #Cybertruck #Batterytechnology https://lnkd.in/eU_uzZxq

**Tesla Gives Encouraging Update on 4680 Battery Cells** ====================================================== Tesla has provided an update on its 4680 battery cells, which are a crucial component in its plans to increase electric vehicle range and reduce production costs. According to the update, the 4680 cells are showing promising results in testing, with some cells having achieved a 5% increase in energy density compared to the previous generation. Tesla also reported that it has made significant progress in scaling up production of the cells, with plans to increase production to meet the demand for its electric vehicles. Overall, the update suggests that Tesla is making progress in its efforts to improve the performance and efficiency of its battery cells, which could have significant implications for the electric vehicle market. #Tesla #BatteryCells #ElectricVehicles #Sustainability #Technology Source: https://lnkd.in/g2kRmXCV Update Date: 4 hours ago

Robin Zeng on Tesla's 4680 Battery Technology: A Bold Prediction @Robin Zeng, founder of the world's largest EV battery company CATL, recently shared his strong views on Tesla's 4680 cylindrical cell technology, suggesting it "is going to fail and never be successful." In an interview with Reuters, Zeng revealed that he and Tesla CEO Elon Musk engaged in a significant debate during Musk's visit to China earlier this year. According to Zeng, Musk was left "silent" when he demonstrated the limitations, stating, "He doesn’t know how to make a battery." Tesla's 4680 "tabless" cells, which are featured in some of its cars like the Cybertruck, claim to offer five times more energy capacity. In fact, Tesla recently announced it had produced 100 million of these cells. However, challenges remain, with reports suggesting that Musk has set a year-end deadline to address cost and performance issues. Meanwhile, Contemporary Amperex Technology Co., Limited continues to dominate the battery market with its lithium iron phosphate (LFP) batteries, which power everything from Tesla vehicles in China to Ford’s Mustang Mach-E and F-150 Lightning in North America. While LFP batteries may offer less range compared to Tesla’s cylindrical cell units, CATL’s presence in the global EV market remains strong. https://lnkd.in/e_6QBvua MOVE: Mobility Re-imagined

Tesla's share will be worth $2000 in 5 years! 一 Cathie Wood🗣️🗣️🗣️ Meanwhile, Tesla is facing stiff competition from China's BYD in the electric vehicle market.🙅 In Q1 2024, Elon Musk's EV company witnessed a nearly 9% YoY decline in its car deliveries globally, while BYD reported a nearly 13% YoY increase in deliveries. #Tesla shares have fallen over 40% since the year began and over a longer 12-year period they have declined more than 12%. The question remains: Will affordable EVs be enough to counter this competition?🧐🧐🧐 Her asset management company ARK Investment Management LLC purchased a total of 122,752 shares of Tesla across its ARK Innovation ETF, ARK Autonomous Technology & Robotics ETF, & ARK Next Generation Internet #ETF. #EV #AI #tech #stockmarket #SelfdrivingVehicles