SHANGHAI China’s CATL is planning a major new automotive battery plant in Shanghai, continuing a blistering pace of expansion that will cement its lead as…
China's CATL is planning a major new automotive battery plant in Shanghai, continuing a blistering pace of expansion that will cement its lead as the world's No.1 supplier, two people familiar with the matter said.
Tesla Soon To Use LG Chem s NCMA 2170 Cells In MIC Model Y
Jun 03, 2021 at 12:55pm ET ++ They will replace the NCM 811 chemistry to increase energy density.
According to the South Korean media, from July LG Chem s LG Energy Solution will supply Tesla in China with lithium-ion cells with the new
NCMA cathode material (lithium nickel cobalt manganese aluminum).
Currently, the South Korean manufacturer is supplying Tesla with 2170 cylindrical cells with
NCM 811 cathode chemistry (nickel:cobalt:manganese at a ratio of 8:1:1). CATL is supplying LFP (lithium iron phosphate), while Panasonic initially supplied the Gigafactory 3 with NCA (lithium nickel cobalt aluminum oxide) type.
Rumor: CATL To Build 80 GWh Battery Plant In Shanghai
Jun 03, 2021 at 9:21am ET ++
According to
Reuters s exclusive report, based on unofficial sources, CATL plans to build a large EV battery plant in Shanghai. The location suggests that Tesla will be the main customer.
The manufacturing output will be 80 GWh of cells annually, which is more than CATL s 69.1 GWh currently installed capacity and 77.5 GWh under construction.
80 GWh is a big number, enough for 800,000 cars with 100 kWh battery packs or more if the packs are smaller.
Reuters says that CATL would like to become the largest battery supplier to Tesla (bigger than the others combined), including energy storage systems: