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 made more than one million electric vehicles over the last 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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