Breaking Down Tesla's Battery Day

October 20, 2020 | State of the Market Report

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.

Coverage Areas

  • Owning the Energy Transition
  • The Future of Mobility

Table of Contents

  • Title page
  • Executive Summary
  • Introduction
  • Analysis
  • Outlook

Lead Analysts

Director, Research
Tim Grejtak
Analyst
Senior Research Associate