Insane Demand: Tesla Ordered so many cells, suppliers must expand

Jyunjoo Jin has been hearing some interesting whispers in Korea about Tesla’s orders with LG Chem. Apparently Tesla is ordering a shit ton of cells. So many, that LG Chem will have to spool up new production lines in South Korea to complement the existing production in Nanjing, China. South Korea’s LG Chem Ltd plans […]

Tesla Patents Million Mile Battery Electrolyte

We’ve known for some time that Tesla is working on a million mile battery. But with a newly revealed patent filing from Tesla, we’re now getting more details on how exactly Tesla will pull this off: Tesla submitted the patent for “Dioxazolones and Nitrile Sulfites as Electrolyte Additives for Lithium-Ion Batteries” in August 2018. The […]

Tesla Bear Dan Levy Admits Huge Battery Advantage

Carmen Reinicke has an interesting story today over at Markets Insider. I’ll start with the headline: One of Tesla’s fiercest bears admits the company has an enormous leg up on competitors when it comes to battery production (TSLA) Markets Insider An enormous leg up on competitors you say? When did you realize this? Sometime between […]

Fast Charging a Porsche Taycan Costs 5X more than a Tesla

The first Porsche Taycan test cars have started appearing at Electrify America charging stations across the country… and pricing is not looking pretty. By doing some simple math on the above image, you can see that Volkswagen charges about $1.50 / kWh making a fast charging stop almost as expensive as filling gas. By contrast […]

Tesla Reaches Preliminary Battery-Supply Deal with CATL

This is big. Tesla Inc. has reached a preliminary agreement to start using CATL as a battery supplier for cars made in China from as early as next year, and the companies are in talks to expand the relationship globally, according to people familiar with the matter. Bloomberg Globally, you say? Interesting… does that mean we could start […]