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LG Chem, Tesla tie-up could jolt Panasonic

Discussion in 'News' started by Ktowntslafan, Oct 27, 2015.

  1. Ktowntslafan

    Ktowntslafan Member

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    #1 Ktowntslafan, Oct 27, 2015
  2. LetsGoFast

    LetsGoFast Active Member

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    #2 LetsGoFast, Oct 27, 2015
    Interesting that they don't have a quote from either company.
     
  3. Bangor Bob

    Bangor Bob Member

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    #3 Bangor Bob, Oct 27, 2015
    No sources at all?

    < grumbles about state of "journalism" go here >
     
  4. Ktowntslafan

    Ktowntslafan Member

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    #4 Ktowntslafan, Oct 27, 2015
  5. stopcrazypp

    stopcrazypp Well-Known Member

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    #5 stopcrazypp, Oct 27, 2015
    There were rumors of a Samsung tie-up too last year, but nothing came of that:
    http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html

    In general, it's not impossible for them to source similar cells, but suspect it'll be mainly to fill gaps while the Gigafactory is still building. Unless LG Chem also invests in the Gigafactory, Panasonic will still be the primary player.
     
  6. Cosmacelf

    Cosmacelf Active Member

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    #6 Cosmacelf, Oct 27, 2015
    Yeah, nothing seemed to come of the Samsung deal/rumor...
     
  7. Ktowntslafan

    Ktowntslafan Member

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    #7 Ktowntslafan, Oct 27, 2015
    Any chance this is start of Gigafactory 2?
     
  8. MikeC

    MikeC Active Member

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    #8 MikeC, Oct 27, 2015
    I think they are using Samsung cells: http://www.koreatimes.co.kr/www/news/tech/2015/02/133_173217.html

    They just need even more. It's funny, a bear argument is that "LG is going to supply all the other automakers once the demand for EVs materializes". But Tesla can guarantee much larger volumes for LG, so why wouldn't LG sell to the biggest player? This squeezes the cell supply for everyone else even more.
     
  9. Ktowntslafan

    Ktowntslafan Member

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    #9 Ktowntslafan, Oct 27, 2015
  10. Bangor Bob

    Bangor Bob Member

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    #10 Bangor Bob, Oct 27, 2015
  11. Ktowntslafan

    Ktowntslafan Member

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    #11 Ktowntslafan, Oct 27, 2015
    OK...but Barron's has a reputation to uphold...I'm feeling a bit more comfortable with the article...
     
  12. Ktowntslafan

    Ktowntslafan Member

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    #12 Ktowntslafan, Oct 27, 2015
  13. Grendal

    Grendal Active Member

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    #13 Grendal, Oct 27, 2015
    Just the outside possibility of this should cause a pop in the stock tomorrow.
     
  14. FredTMC

    FredTMC Model S VIN #4925

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    #14 FredTMC, Oct 27, 2015
    certainly possible. Good news for tesla.
     
  15. wdolson

    wdolson Supporting Member

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    #15 wdolson, Oct 28, 2015
  16. Ktowntslafan

    Ktowntslafan Member

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    #16 Ktowntslafan, Oct 28, 2015
  17. Doug_G

    Doug_G Lead Moderator

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    #17 Doug_G, Oct 28, 2015
    Don't see what the big deal is. Tesla has always said they may source batteries from other suppliers. This is a smaller deal for Roadster packs.
     
  18. Ktowntslafan

    Ktowntslafan Member

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    #18 Ktowntslafan, Oct 29, 2015
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