Behind Tesla's expansion of production capacity: battery supply may have broken through the bottleneck

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On June 18th, Beijing time, according to foreign media reports, in recent weeks, Tesla seems to be preparing for its intensive expansion of product supply.

From the United States to China, the company seems to be interested in seeking more and more sales channels for its electric vehicle and energy businesses, which suggests one thing: Tesla is pushing a major expansion plan, which is extremely challenging The battery supply problem has been cracked.

Tesla CEO Elon Musk is known in the industry for his grand and ambitious dreams. If he decides, the world will completely abandon fossil fuels and devote some of their resources to exploring interstellar solutions.

But as one of Musk's two main businesses, Tesla attaches great importance to batteries. No matter how much Tesla or he wants to accelerate sustainable development, the well-known battery supply problem must be solved first.

In last year's earnings conference call, Musk emphasized this point. When asked about Tesla's Semi, he explained that unless the battery supply problem is resolved, the output of this Class 8 truck cannot be fully released.

After all, Semi is a huge vehicle, which requires a lot of batteries. The car was initially scheduled for delivery to customers in 2019, but this time was later delayed.

It is worth mentioning that the above situation is almost universal in Tesla's product line, including its energy business and products such as Powerwall and power grid-level Megapack.

Tesla’s long-term followers will remember that during Model 3’s \"capacity purgatory\", Tesla eventually converted to Model 3 batteries using the production line previously used for the production of Powerwall battery cells. This measure led to the delay in the production of Powerwall products.

But today's situation is very different from before. Prior to the upcoming Tesla Battery Day, there were numerous reports that the company was preparing to announce the latest innovations in its battery technology.

One of them is a battery that can support one million miles of battery life. When it is used in electric vehicles, its resilience is sufficient to exceed the internal combustion engine. If it is used as an energy storage battery, its durability is sufficient for decades.

These breakthroughs may change everything about Tesla, which will make the company's growth rate reach unprecedented heights.

In fact, Tesla has revealed to the outside world clues about its all-new growth rate. The starting point of the clue is the launch of the Chinese-made Model 3 with zero-cobalt batteries, followed by Tesla Semi, which is highly concerned by the outside world, and the timetable for the listing of Cyberruck, and the cooperation agreement on battery transactions updated with Panasonic.

The recent exposure of relevant clues stems from Tesla's transformation into a public utility company in the UK.

Unless the company has already \"decoded successfully\" in the field of battery technology and production, these projects are impossible. Today, all signs point to Tesla's realization of this scenario.

Considering the strong attention and pursuit of next-generation battery technology over the years, the company has received a lot of criticism and ridicule. For Tesla and its executives, their goals in the battery field will eventually be achieved.

It is worth mentioning that as early as 2014, the MIT Technology Review pointed out that investment like the Nevada Super Factory is meaningless, because Tesla’s car sales were not enough to guarantee such demand for batteries.

Critics also believe that Tesla is best to cooperate with existing battery manufacturers. As one of Tesla’s most enthusiastic bulls, ARK Invest was one of the few companies in 2014 that truly believed in the value of Nevada’s superfactory. It said at the time that although Tesla's plan seemed ambitious, it was actually feasible.