A quick look* suggests nothing that material. The biggest thing is in Exhibit 10.2, Section 13.1: it now shows the initial term of the agreement as being 10 years after start of production, with discussions to extend the term once per year after year 5. 13.4(c) also shows the termination fees if occurring due to change in control - 1.5 billion, 1 billion or .5 billion, depending on timing.I wonder if @esk8mw can send this through his "change detection" software to find out what is new with the Tesla / Panasonic Gigafactory agreement...
Tesla Motors - Current Report
For the amendment (Ex. 10.1), they just filled in a couple of the [***]. See item 6 of Ex. 10.1; that language used to be [***], now it says that the contract expires when the lease expires, subject to Section 11.3.
What happened here is that Tesla filed the terms for the GGF and heavily redacted it to avoid disclosing proprietary information to competitors. When you do that, you have to file a confidential treatment request with the SEC and it's super annoying. Companies tend to over-redact because they are freaked out about leaking information. The SEC reviews and pushes back on some redactions, as here, and makes you refile without those redactions.
* I may start having to bill you guys! I think the shorts should create a fund and I'll send the invoice there.