For now, Panasonic rules the battery landscape for plug-in vehicles. It has just one large-volume supply relationship – it sells to Tesla Motors. Astonishingly, that single deal with a niche OEM outperforms more than a dozen other deals that Panasonic’s competitors LG Chem, Samsung SDI, and others h...
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Analyst Insight | March 21, 2021
Tesla has Battery Day, Nio has Nio Day, and, not to be left out, Volkswagen hosted its own Power Day to lay out its plans for the electric vehicle space. This presentation wasn't about the vehicle but instead, everything around it – battery manufacturing, supply chains and chemistries, second‑life ... Not part of subscription
News Commentary | June 30, 2021
Though Tesla has consistently used nickel‑based cathodes in its products – NCA cathodes in its vehicles and NMC in its stationary storage products – the company announced it would begin using LFP‑type cathodes in its stationary storage line of products. The move was probably motivated by several ... To read more, click here.
News Commentary | November 01, 2021
The announcement comes amid the rising nickel and cobalt prices across the globe. Tesla's switch to LFP can be viewed as a move toward cheaper production costs and mitigating supply chain risks in rare earth metals like nickel and cobalt. It should not be a surprise, as Tesla offers the LFP‑based ... To read more, click here.