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Battery Minerals Research

Judging from the production capacity planning of various companies, 4680 large cylindrical battery production lines from Tesla, Panasonic, LGES, Samsung SDI, EVE Energy, CATL, and other companies will be put into production one after another from 2022 to 2024. Tesla began producing 4680 large cylindrical batteries as early as April 2022, and the annual production capacity was increased to 4GWh in December 2022. In January 2023, it announced the expansion of its Nevada factory, with planned production capacity reaching 100GWh. As of June 2023, approximately 10 million battery cells have been shipped, which can meet the loading needs of approximately 12,000 Model Y vehicles. Followed by Panasonic, which announced in May 2023 that it would postpone the commercial production of 4680 large cylindrical batteries to April 2024. In the same month, it announced that it would build two or more factories in the United States by 2031 to increase its 4680 large cylindrical battery production capacity. Other companies including LGES plans to build a new 4680 large cylindrical battery production line by end 2023. Furthermore, Samsung SDI, EVE Energy, CATL, and BAK are all accelerating the construction of 4680 large cylindrical battery production lines. In terms of auto company adoption, Tesla, BMW, General Motors, Rimac, NIO, JAC Motors and other auto companies are all vigorously deploying 4680 large cylindrical batteries. Of which, BMW has signed 4680 large cylindrical battery agreements with EVE Energy, CATL, and Envision Energy from September to October 2022 respectively. The 4680 large cylindrical battery supply agreement purchase order exceeds 110GWh. Calculated based on 100kWh per electric vehicle, equates to 1.1 million electric vehicles. Continue reading: https://lnkd.in/gdXFBYhA #lithium #lithiumbattery

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Steve LeVine

Batteries, EVs, the future. I run The Electric and am author of The Powerhouse: America, China and the Great Battery War.

9mo

The 4680 is only a format. What matters is the degree to which Tesla, Panasonic, CATL, etc have cracked the technology barriers that Musk envisioned, especially dry coating, tabless design, and the use of silicon anodes. No one has said they have.

Steve Jackson

Director of Operations at Vail Rubber Works

9mo

I installed pack and module lines (Road Runner) in Fremont as far back as late 2020 or early 2021.

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Ashley Barnes

CEO at WeAutomotive Group

9mo

Thank you for providing such detailed insights into the production capacity planning of various companies in the realm of 4680 large cylindrical battery production. It's fascinating to observe the strategic moves and expansions within the industry!

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Jack Huang

5C~15C Superior Fast Charge+50C~220C Discharge NMC/NCM/LFP/LiFePo4/LTO/SIB Battery In EV Or Energy Storage System, Isolated Bidrection ACDC/DCDC Power, Microinverters,Inverter,Panel,Powerwall Mounted,UPS,15KW PDU Hub

9mo

46135P-LFP-30Ah,LFP-602000-50Ah,LFP-75Ah-662300P,LFP-100Ah-603200P

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