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Daimler subsidiary cell factory

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Found today on Der Spiegel ( Elektroautos: Li-Tec schließt einzige deutsche Batteriezellen-Fabrik - SPIEGEL ONLINE )
Sad news (interesting for Tesla ?):

Electric Cars: Daimler closes Germanies only battery cell factory

The future of the E-Car-Battery does not rest in Germany. The only factory
producing respective cells closes soon, according to information
available to Der Spiegel. The Government wants to put a million electric
cars on the road by 2020 regardless.

Hamburg - The only german factory producing battery cells for electric
cars will be closed. Just for about another year the company Li-Tec in the saxon
town of Kamenz will be producing accumulator cells. The company is a
subsidiary of Daimler Corporation.

"Our cells are very good but much too expensive at our current production numbers"
Daimler-Manager Harald Kröger reasons the shutdown in a Spiegel interview.
Last week, Daimler internally pronounced the end of the factory to it´s 250
employees, of which more than half can remain employed within the corporation.

Only massproduction makes factories like that profitable. That´s why it was part
of the Daimler-calculus that other car corporations would participate and also let
their cells be produced in Kamenz. But possible partners failed to materialize.

Now the corporation changes it´s strategy. "We realized that a car manufacturer does
not necessarily have to produce the cells themselves", says Kröger.

For electromobility in Germany this is another setback. The Government wants to
put a million electric cars on the road by 2020. Development of electromobility
is also part of it´s strategy to reduce CO2-emissions by 40% until 2020.


:cursing:
 
This was expected.

The factory produces the battery cells for the Smart Fortwo Electric Drive.
The next generation Smart ED will be 2016 model year and use a different battery pack.
Meanwhile the 2015 Smart ED will continue with the existing pack, hence the "one more year" of production for the factory.
 
I think it's important to note that while Li-Tec is closing its cell production (R&D get transfers) the AccuMotive Daimler subsidiary is actually adding plant space:

Accumotive fertigt den kompletten Batterieblock aus den Batteriezellen. Rund 50.000 solcher Systeme kommen seit 2010 aus Kamenz. Für die Batterieblöcke wird mit einer steigenden Nachfrage gerechnet, auch für Mercedesmodelle. Dass die Zukunft der Deutschen Accumotive gehört, ist deutlich sichtbar. Derzeit entsteht ein gewaltiges Gebäude auf dem Gelände. Damit verdoppelt Accumotive seine Produktionsfläche auf 20.000 Quadratmeter. Auch in der Entwicklung von Großspeichern in Kamenz für die Energiewirtschaft sieht man eine Zukunft.

SZ-Online: Daimler steht zu Kamenz
(German)

Daimler only closes its cell production, not battery pack and associated R&D (both for cars and stationary energy systems).
 
Well at least Daimler realized that scale was important, the problem is they weren't willing to build enough BEVs, and neither were any of their partners....

Daimler was a Tesla partner for years and Tesla still sells them drivetrains. Daimler was on the Tesla Board of Directors until last June. Daimler sold their shares in Tesla because they lost their seat on the BOD.

Maybe Tesla convinced Daimler that it was too small of a factory to begin with. Now news bites are coming out saying that Elon is talking about building a battery factory in Germany. Or, instead, is there a NUMMI like deal on its way for the soon-to-be former Daimler battery factory?

This could turn out to be a very interesting story.
 
This could turn out to be a very interesting story.

They're baaaaack.

Daimler to follow Tesla with new €500 million lithium-ion battery factory: pv-magazine

Daimler expands pack manufacturing. Obtains cells from Asia.

I find it interesting that Daimler claimed cell production was in an excess supply situation, which you would think would lower prices, but there has been no sign in the industry on this till GM reported their deal with LG Chem with much lower cell prices for the Bolt. Meanwhile, where are the other car companies with their products given this "excess supply" situation... hmmm...
 
They're baaaaack.

Daimler to follow Tesla with new €500 million lithium-ion battery factory: pv-magazine

Daimler expands pack manufacturing. Obtains cells from Asia.

That's what I wrote 15 months ago (see above), now they add another factory section for 500 million EUR.

An interesting comparison of this cap-ex with Tesla-Panasonic: These two are investing less into a combined cell/pack facility until mid-2016 (the planned opening date of the pilot plant):

"In Q4 2015, Tesla reports an investment of $78
million, for a PTD investment of $310 million;
PENA reports an investment of $58 million for a
PTD investment of $64 million; or a combined
PTD investment of $374 through year-end 2015. This
total investment represents an estimated
57% increase from the reported Q3 2015 PTD total investment of $238 million."

Source: http://bit.ly/1L0rxqd (PDF, PTD was until January 2016)

These are tiny cap-ex numbers compared to a full "planned" output of 35GWh in cells and 50GWh in packs in Nevada.

How can Tesla create the largest Li-Ion battery factory in the world with these modest numbers? It simply can't - Daimler's investment numbers for a mere pack assembly expansion are another proof imho.

Since there is no activity on further outer shell construction in Nevada beyond the current size, an expansion is 2+ years away until more cells could roll off additional sections - even if Tesla started building additional Gigafactory "sections" tomorrow morning.
 
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I find it interesting that Daimler claimed cell production was in an excess supply situation, which you would think would lower prices, but there has been no sign in the industry on this till GM reported their deal with LG Chem with much lower cell prices for the Bolt. Meanwhile, where are the other car companies with their products given this "excess supply" situation... hmmm...

It seems like Audi (VW) will get the batteries for the upcoming 300 miles fully electric Audi Q6 from a new €300 million Samsung / LG Chem factory near Breslau, Poland:

Google Übersetzer
 
I find it interesting that Daimler claimed cell production was in an excess supply situation, which you would think would lower prices, but there has been no sign in the industry on this till GM reported their deal with LG Chem with much lower cell prices for the Bolt. Meanwhile, where are the other car companies with their products given this "excess supply" situation... hmmm...
The "excess supply" is exactly because nobody is making the cars. If they were there'd be a huge shortage, but as long as they don't make EVs, there are plenty of batteries for them.