The German Model Y was supposed to be produced from the start with a new design using batteries made from 4,680 domestically produced batteries between large die-cast parts, but because it has not yet been produced, Tesla currently uses traditional batteries from China. According to new rumors, this should change starting from the first quarter of 2023, but instead, it seems that the start of production of German batteries has been delayed even more: according to reports, Tesla wants to use the resources planned in the USA, where there was significant support . Recently. Modernization: The Ministry of Economic Affairs in Brandenburg indirectly confirmed a turnaround in Germany (see below)
Tesla want battery resources in Texas
Tesla “pauses” its plans to produce batteries in Germany, The Wall Street Journal reported on Wednesday (The Wall Street Journal) citing people familiar with the matter. This was prompted, on the one hand, by the sharp rise in energy prices in Europe due to the Russian attack on Ukraine. On the other hand, the Inflation Reduction Act (IRA) has recently entered into force in the USA, which provides subsidies for the purchase of electric cars, but also for domestic production: batteries are subsidized at $ 35 per kWh, and production units from another 10.
According to previous plans This was considered a huge advantage for TeslaBecause the company produces batteries and rechargeable batteries with its partner Panasonic in Nevada. Trial production of its own 4,680 batteries has also begun in Fremont, and a new Gigafactory in Texas is also expected to begin soon. By the end of this year, Tesla had set a target of 100 gigawatt-hours of capacity per year, half of which was based on applications for that at the German Gigafactory. But that will likely fall in favor of one in Texas for now.
“Temporary Delay” for Giga Berlin
The Wall Street Journal article with this news mainly concerns the design of the IRA and its evaluation by observers. A UBS analyst said the regulation was “too good to be true” for battery manufacturers, for example. On the other hand, a YouTuber claimed that he had the exclusive message previously. In a Twitter video, he quoted an email on the topic of switching in Germany, which he said was sent internally at Tesla.
hey WSJAnd the Tweet embedAnd the Tweet embed Sorry to break it to you but your article is not “exclusive”
Your reports are old news for Electrified subscribers 😉TSLA dollars pic.twitter.com/hBm7DxCVHw
– Electrified (@DillonLoomis22) September 14, 2022
It is said that it is a “huge opportunity” and “huge benefits” through the IRA for Tesla. One of the company’s strengths is its ability to respond quickly to changes, and in the new environment, battery production at the Gigafactory in Texas is being accelerated “with all available resources.” According to the email, this also includes personnel, machinery, and materials that were intended for the German Tesla factory and can now be used in part to increase speed in Texas. For battery production near Berlin, this means a “temporary delay”.
Tesla batteries can be imported from the USA
Neither the Wall Street Journal report nor the email revealed how long it will last. distance Tesla event at the German factory Last weekend, it was partially reported that German production of 4680 should start in the first quarter of 2023. The building for this on the Grünheide site is already in place, and machine deliveries have not yet been observed. But now the German Model Y will likely have had the supplied batteries for a while. This actually contrasts with Tesla’s strategy of having the shortest supply chains on the same continent. But in purely financial terms, with new financing, even the production of the 4680 in the United States with subsequent transfer to Germany could be more beneficial.
Modernization: The Brandenburg Ministry of Economy has According to a report by RBB24 On Thursday, according to their statements, he received “preliminary information on the facts.” This should be understood as confirmation that Tesla’s battery layout for Grünheide is indeed changing. “It seems likely that Tesla will reprioritize individual process steps in factories, but the Grunhead site will remain under construction and functional,” a department spokeswoman was quoted as saying. According to previous information, 2,000 people should work in the production of batteries.
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