The bottleneck for Tesla is not so much producing cars, but acquiring sufficient battery capacity for them.
[reuters.com] – Tesla’s plans for batteries, China scrutinized as Musk drops features
[evspecifications.com] – Panasonic develops the 4680 battery cell for Tesla
[insideevs.com] – Tesla Shows First 4680 Cells And Pack Video
[insideevs.com] – Sandy Munro Reveals His Tesla 4680 Battery Pack Mock-Up
[asiafinancial.com] – Tesla Pressured to Deliver Amid Questions Over Batteries, Bitcoin, China
Analysts expect slip in US EV-maker’s second-quarter results; Critical launch of self-produced battery has suffered series of setbacks. Tesla Inc has weathered the pandemic and supply chain crisis better than many of its rivals, achieving record deliveries last quarter – but Chief Executive Elon Musk now faces pressure to deliver on breakthrough batteries and new factories and models, which are late… Musk last month pushed back the debut of the 4680s by cancelling the longest-range Model S Plaid+, which he had said would use the cells, sparking concern. He has said 4680s would go into volume production next year and would be used in the Model Y from the Texas factory under construction. Now, Tesla aims to produce vehicles with 4680 batteries starting with small volumes this year in as-yet-unfinalised models, sources told Reuters.
A little skepticism here:
[wired.com] – Where Was the Battery at Tesla’s Battery Day?
Musk had promised to show the world something “very insane” that would result in a “step change in accelerating sustainable energy.” This turned out to be a fat lithium-ion battery called a 4680—a reference to its diameter, 46 millimeters, and its length, 80 millimeters—that is being produced in-house at Tesla. To be sure, Tesla’s new battery appears to offer large performance gains in a few key areas, but it was unclear whether Tesla has actually achieved these upgrades or whether this is the projected performance for the finalized battery.
Read the Youtube comments for more skepticism.