Sorry if the formatting gets mangled, but I thought it was worth copy-pasting the tweet from The Limiting Factor for easy reading directly on the forum:
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Tesla appears to be switching from Saueressing to PNT for their dry electrode manufacturing equipment
From what I can tell, this is based on an interview at a conference. That's linked in the thread below.
PNT is a South-Korea based provider of R2R(roll-to-roll) processing equipments such as coaters, calenders, and slitters.
PNT says that Tesla is switching to them as a supplier because Saueressig can't create equipment in volume like they can.
Does this mean Tesla has solved or will soon solve dry coating for the cathode? Not sure.
But, they appear to be ramping output to Tesla:
Comment #1 which suggests different strategies are required for the anode and cathode
"Q: Then can’t I make the anode using the same equipment that used to make the cathode?
A: No. The material is completely different. Settings also vary.
"Comment #2 which may hint at reduced output at Austin, but indicates 1 TWh remains the goal for Tesla?"
Q: What is the capacity of the Giga Texas plant?
A: Plant 1 has a capacity of 40 gigawatt hours.
Q: How full is Factory 1?
A: It seems like about two-thirds of the lines are currently laid.
Q: What is the situation at Factory 2?
A: We are planning a second factory, and our official goal is 1,000 gigawatt hours.
"Comment #3 which indicates PNT is well underway supplying equipment, and that they expect strong growth for Tesla
Q: PNT has already signed a contract and is producing?
A: Yes, I expect to move to the US in the first half of the year or next month.
Q: Are there any expectations for additional orders?
A: There is a high possibility that double the volume will be released within the year.
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