Having a say in the specification of the battery is very different from controlling the battery chemistry.
In this case: No.
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Having a say in the specification of the battery is very different from controlling the battery chemistry.
I would doubt that Panasonic would have the ability to sell to others w/o tesla saying OK. First, tesla owns the factory; second, tesla is investing much much much more than Panasonic; third, I am sure that these batteries are being built with tesla IP which would be a huge limit to resale. I have no doubt that Panasonic probably asked for this but I also have little doubt that in final contract that they got this right.I have not seen any details on this, but you can bet that they have such a clause in the contract ....
I would doubt that Panasonic would have the ability to sell to others w/o tesla saying OK. First, tesla owns the factory; second, tesla is investing much much much more than Panasonic; third, I am sure that these batteries are being built with tesla IP which would be a huge limit to resale. I have no doubt that Panasonic probably asked for this but I also have little doubt that in final contract that they got this right.
the last thing that tesla would do is build a gigafactory that they can't get batteries from
I'm guessing that the agreement between Tesla and Panasonic is that Tesla is obliged to buy all Panasonic battery cells produced at the GF. The cells Tesla does not need in their own cars will be wrapped in Tesla packages and sold to other manufacturers or stationary energy storage to the grid or solar and wind farms.
It Tesla would not need volume for whatever reason, because of demand drop or something, the joint venture would be happy to sell cells to any third party. If Tesla require utilisation of 100% of installed capacity - JV would not sell cells to anyone but Tesla.I would doubt that Panasonic would have the ability to sell to others w/o tesla saying OK.
In this case: No.
Tesla "specifying" the battery chemistry seems to me to be the same as "controlling" the chemistry. What do you think is different between those two words in this context?
You are just plain wrong. They started with something like that when they speced original Roadster.Tesla is not telling panasonic what the battery chemistry of choice should be constituted of, how to make it or anything like that, because they dont have that knowledge.
More information about Porsche:
Electric Porsche Pajun Getting Readied As Tesla Model S Fighter
I like that it uses the same tried and true battery that's in the R8! Ummm...