Today, Tesla is the world's largest manufacturer of battery electric vehicles (BEVs). In part through partner Panasonic, which provided the battery technology and manufacturing, Tesla has made more than 1 million electric vehicles over the past decade. At Tesla's recent battery day, the company announced it would also enter the battery manufacturing space with a series of new technical innovations. In this report, we analyze Tesla's battery day announcement of five key battery technologies – cell design, cell factory, cathode material, anode material, and cell vehicle integration – to assess the credibility of Tesla's claims and their importance to the future of the company.
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