montreid
Member
@TEG - "“Panasonic was forced to respond, for example, to convert cells for household batteries etc. to Model 3.”...
I read this as - the batteries destined for Powerwall have been retasked to Model 3 packs -- hence the significant lack of Powerwall deliveries since the summer. All of the 2170s are going to Model 3 packs.
The whole NMC/NCA conversation with Tesla is done. In the past they had two chemistries with Powerwall 1 and Model S out of necesssity because it was their first foray into storage tech.
That has changed with 2170s and the evolution of the battery tech.
It is known that Tesla/Panasonic has been aggressively eliminating Cobalt altogether as it is the most expansive component to both chemistries. Powering the Tesla Model 3: Why the 2170 EV Battery Cell Will Give Tesla a Prolonged Edge - 1redDrop quotes it straight out of the shareholder meeting.
My premise is that Tesla/Panasonic has gotten it down that a single chemistry is used and plays into the whole Tesla ideology to pancake the complexity and variations to optimize efficiencies and production. Running two separate chemistry lines simply is counter to Tesla's philosophy and commitment to NCA along with that being so low in the costliest ingredient of Cobalt. My bet is they are running NCAs in the Powerwall 2.
Back to my wish- Powerwall 2 has a port to string tie EV battery to expand from 13kw to +60kwh more
I read this as - the batteries destined for Powerwall have been retasked to Model 3 packs -- hence the significant lack of Powerwall deliveries since the summer. All of the 2170s are going to Model 3 packs.
The whole NMC/NCA conversation with Tesla is done. In the past they had two chemistries with Powerwall 1 and Model S out of necesssity because it was their first foray into storage tech.
That has changed with 2170s and the evolution of the battery tech.
It is known that Tesla/Panasonic has been aggressively eliminating Cobalt altogether as it is the most expansive component to both chemistries. Powering the Tesla Model 3: Why the 2170 EV Battery Cell Will Give Tesla a Prolonged Edge - 1redDrop quotes it straight out of the shareholder meeting.
My premise is that Tesla/Panasonic has gotten it down that a single chemistry is used and plays into the whole Tesla ideology to pancake the complexity and variations to optimize efficiencies and production. Running two separate chemistry lines simply is counter to Tesla's philosophy and commitment to NCA along with that being so low in the costliest ingredient of Cobalt. My bet is they are running NCAs in the Powerwall 2.
Back to my wish- Powerwall 2 has a port to string tie EV battery to expand from 13kw to +60kwh more