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Old 05-11-23 | 11:04 AM
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Panasonic delays Tesla 4680 battery cell production




Panasonic announced that it is delaying volume production of the Tesla 4680 battery cell in order to introduce “performance improvement measures.”

https://electrek.co/2023/05/10/panas...ll-production/
Old 05-11-23 | 11:09 AM
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Originally Posted by LeX2K
No availability for me and even if I got the tiles themselves I would have to install them myself.
The above price includes installation. It would be tempting, but I already have panels from SunRun that produce about 150 percent of my electricity. I am thinking about adding a couple of Tesla Walls, as PG&E barely pays anything for excess produced energy...something like .05 cents per kWh. I would rather just store it and use it during off-peak, night etc
Old 05-11-23 | 11:13 AM
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Originally Posted by AMIRZA786
The above price includes installation. It would be tempting, but I already have panels from SunRun that produce about 150 percent of my electricity. I am thinking about adding a couple of Tesla Walls, as PG&E barely pays anything for excess produced energy...something like .05 cents per kWh. I would rather just store it and use it during off-peak, night etc
If you didn't already have solar then it would be a great investment. Resale value of your home will go up a lot for starters.

On 4680's they are turning out to be a pain in the neck for Tesla but because they have so many different suppliers of batteries it hardly matters.
Old 05-11-23 | 11:20 AM
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Originally Posted by LeX2K
If you didn't already have solar then it would be a great investment. Resale value of your home will go up a lot for starters.

On 4680's they are turning out to be a pain in the neck for Tesla but because they have so many different suppliers of batteries it hardly matters.
Yes it would be a great investment, and the federal/state tax write off's would be huge. Also I would get a new roof!

Going to a dry electrode coating process was never going to be easy. I think they will get it squared away fairly soon. I'm wondering though if the current Model 3 and Y base models that use the LFP batteries are "software limited". I'm wondering what's going to happen to those vehicles when they do figure out how to get more energy density
Old 05-11-23 | 11:29 AM
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Originally Posted by LeX2K
On 4680's they are turning out to be a pain in the neck for Tesla ...
just wait until they have 4680's they said. any day now they said. it will change everything they said.

apparently not any time soon.
Old 05-11-23 | 11:31 AM
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Originally Posted by AMIRZA786
Seriously?? I got an estimate for $79,800


Granted my home is 1500 sq ft, but here it's not based on square footage, it's based on electricity bill, which I listed as $500 a month (my electricity bill is nowhere near that)

This is the final estimate with Power Walls, also there is a 30 percent Federal Tax credit as well as California state credit

For some reason I can no longer get an estimate on the solar roof from the website. I have to put in my details and have a contractor reach out to me. But for solar panels, I put in my address and $250/mo as the electric bill, and the "Meet future needs" estimate is $90k before incentives ($48k post-incentives). That seems somewhat close to what I remember from a few years ago, with the solar roof option obviously being dramatically more expensive.

The panels could just be based on electric bill, but the roof by definition has to be (mostly) based on square footage. Because they have to cover the entire roof.
Old 05-11-23 | 11:31 AM
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Originally Posted by AMIRZA786

Panasonic delays Tesla 4680 battery cell production



the headline says panasonic, but the pic says tesla.

serious questions:
does panasonic only make batteries for tesla?
does tesla make any batteries themselves?
the lfp batteries, are they made by either panasonic or tesla?
i believe i saw (maybe your post) that only the short range or base tesla 3/y use the lfp batteries, is that right?
Old 05-11-23 | 11:38 AM
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Originally Posted by bitkahuna
the headline says panasonic, but the pic says tesla.

serious questions:
does panasonic only make batteries for tesla?
does tesla make any batteries themselves?
the lfp batteries, are they made by either panasonic or tesla?
i believe i saw (maybe your post) that only the short range or base tesla 3/y use the lfp batteries, is that right?
Panasonic builds some of Tesla's battery packs. The 4680 is specifically built for Tesla's only. No, Panasonic also makes battery packs for other manufactures as well. And yes, Tesla also builds it's own batteries, I believe since 2020
Old 05-11-23 | 11:39 AM
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Originally Posted by geko29
For some reason I can no longer get an estimate on the solar roof from the website. I have to put in my details and have a contractor reach out to me. But for solar panels, I put in my address and $250/mo as the electric bill, and the "Meet future needs" estimate is $90k before incentives ($48k post-incentives). That seems somewhat close to what I remember from a few years ago, with the solar roof option obviously being dramatically more expensive.

The panels could just be based on electric bill, but the roof by definition has to be (mostly) based on square footage. Because they have to cover the entire roof.
For the final quote, they actually had a satellite picture of my roof (I had to input my home address)
Old 05-11-23 | 11:46 AM
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Originally Posted by AMIRZA786
For the final quote, they actually had a satellite picture of my roof (I had to input my home address)
Same for my estimate.
Old 05-11-23 | 11:48 AM
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Originally Posted by bitkahuna
just wait until they have 4680's they said. any day now they said. it will change everything they said.

apparently not any time soon.
What? 4680 cells are already in 10's of thousands of cars. Here's the current break down of Tesla's battery sources



Old 05-11-23 | 11:59 AM
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Originally Posted by LeX2K
What? 4680 cells are already in 10's of thousands of cars. Here's the current break down of Tesla's battery sources

Not only that, they are cheaper to manufacture than the 21700 NCA battery pack. They can also be regularly charged fully to 100 percent, in fact Tesla recommends this. In an earlier post I accidentally referred to the 4680 as LFP...that was not correct
Old 05-11-23 | 12:17 PM
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Originally Posted by AMIRZA786
In an earlier post I accidentally referred to the 4680 as LFP...that was not correct
One step at a time, we may very well see 4680's with different chemistries. Dry coating process has turned out to be very challenging that's why no one else is even attempting it so far, not in mass production. BTW the 4680 form factor will be used by other battery makers that are not Tesla or Panasonic.
Old 05-11-23 | 01:41 PM
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Originally Posted by LeX2K
What? 4680 cells are already in 10's of thousands of cars. Here's the current break down of Tesla's battery sources

based on those numbers 4680 is about 5% of the battery power (5-10 vs 128-156) so no, not that significant yet compared to all the hype that came before.
Old 05-11-23 | 03:02 PM
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Originally Posted by bitkahuna
based on those numbers 4680 is about 5% of the battery power (5-10 vs 128-156) so no, not that significant yet compared to all the hype that came before.
I have to put you on my ignore list you're not here to learn or have any kind of serious discussion.


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