Tesla Battery Day – 5 Takeaways
There was lots of hype in the market ahead of Tesla’s (NASDAQ:TSLA) Battery Day on 22 September, with speculation that Tesla was going to announce a step change in battery technology. What we got was a 90 minute seminar with mostly iterative developments, but there were some important takeaways. #1: Manganese is the Material Winner #2 Tesla wants to go fully-integrated #3 Tesla believes it can lower battery and EV manufacturing costs #4 Tesla recognises that EVs need to go mass-market #5 Lots of dreams, not many details #1: Manganese is the Material Winner Tesla announced that its new battery...
Topics
Batteries
Graphite
LFP
Lithium
Manganese
NMC
Tesla
