Tesla CEO Elon Musk has repeatedly stated in the past that the lack of battery cells in particular prevents a higher growth rate and the early launch of new models. With the conference call on Monday’s latest business numbers, another factor was added, at least tentatively: a lack of chips Musk now mentioned this as brakes for both Cybertruck and Semi as well as for more power walls – and that could also be related to the fact that the situation with batteries gradually recedes. Because Tesla expects to double its overseas deliveries alone in 2022.
Not all cells for electric cars
On the conference call, in which, as usual, Musk took investor questions as keynotes, he often talked about the challenges in mass production of high-volume commodities and the current difficult situation for semiconductors. Considering Cybertruck and Semi, which are now postponed to next year, The Tesla boss also mentioned the old topic of cells. He said elsewhere that he expects to have a stable production capacity of 100 gigawatt-hours from its 4,680 cells before the end of 2022. But regardless of this, Tesla will have about twice the battery capacity available next year like such a battery.
“Yes, our cell suppliers are on track to double their production in 2022,” Musk called Drew Baglino, as Senior Vice President of Powertrain and Energy Engineering as Technical Director at Tesla. The CEO said again, that was only one goal. But contracts with suppliers will nearly double Tesla’s capacity.
With capacity remaining the same on average, this means nothing less than that Tesla plans to double its electric vehicle shipments in 2022 – much more. Current forecast of at least 50 percent per year. However, the company is increasingly producing stationary storage batteries, which of course also require cells. In the second quarter of 2021, its total capacity was just under 1.3 GWh, which was enough for about 20,000 Model 3.
More batteries, more complexity for Tesla
Anyway, in 2022 – then perhaps for the first time and perhaps only because of the ongoing shortage of chips – Tesla could find itself at times having more cells than is needed for its electric cars. In fact, Musk used the word “excess” as a theoretical possibility, because once ordered long in advance, Tesla would also have to cut back on the increased battery size. But the CEO has a plan for this case: In a month, unnecessary cells could be used to store the Megapack and Powerwall, whose production could be cut back inversely if Tesla needed more electric car batteries.
Tesla may have almost done this in the past, but Always at the expense of the energy sectorAs evidenced by the highly volatile storage capacities. In this regard, things could continue as before in 2022, but on a larger scale overall. This also frees up more space for stationary batteries – but thanks to the chip factor In addition to Tesla’s own cell plans as well as new models At the same time, the complexity of battery layout increases.
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