WSJ: Tesla will probably move battery production to Grünheide

WSJ: Tesla will probably move battery production to Grünheide



Tesla is rumored to be postponing its battery manufacturing plans in Grünheide. Instead, similar projects in the USA should be promoted at this time. US government tax plans are said to be behind the new battery strategy.

++ This post has been updated. You can find new information below. ++

According to a report in the Wall Street Journal, Tesla initially wants to use resources planned for battery production in Grünheide in the United States, where Anti-Inflation Act soon to attract higher subsidies. A sharp rise in energy prices in Europe due to Russia’s attack on Ukraine is also said to have played a role. According to insiders quoted in the report, the project in Germany is said to be on hold.

According to a WSJ report, Tesla is already planning to ship imported cell manufacturing machines to the United States that were originally intended for use at the German factory. However, Tesla did not respond to a request for comment from the Reuters news agency on the article. So the information is not confirmed.

It is unclear how long the delay in battery production at Grünheide will last. The end was after a news event and Tesla to expand the plant in Grünheide guessingthat battery production should begin there in the first quarter of 2023. The battery manufacturing building is already in place, and internal work is probably underway at the moment. But: Production machines have not yet appeared in Grünheide.

Initially, the Model Y from Grünheide was supposed to start production (after several delays in March 2022) can be built using special 4680 battery cells and battery design packs. Since 4680 cells are not yet available in the market in sufficient quantities and local production has not yet started, all Model Y (Performance and Longevity) in Grünheide are still built with battery packs supplied from China, which use 2170 circular cells internally. standard structure.

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The new regulated EV tax record, passed under the Inflation Reduction Act (IRA), provides a subsidy of up to $7,500 for the purchase of an electric vehicle, provided the batteries meet certain production and distribution requirements – These conditions have become more stringent. years. In return, the previous upper limit of 200,000 vehicles has been removed, which means that Teslas are eligible again. Additionally, as part of the IRA, battery production is subsidized at $35 per kWh, and assembly of modules from these cells is subsidized at $10.

In the United States, Tesla is already benefiting from the new regulations in the Gigafactory 1 in Nevada (with Panasonic), but also in the pilot production of 4680 in Fremont and in the battery production in Austin, where the Giga Texas local Model Y and E-Truck Semi should also enter the production of the 4680. “Teslamag” even puts another rumor: “Now, however, the German Model Y is likely to have batteries that are offered for a while. This actually goes against Tesla’s strategy of having short chains more than distribution on one continent. But financially, with new funding, even production of the 4680 in the US and subsequent transport to Germany could be more profitable.

Updated 09/16/2022: Tesla continues to rely on battery production in Germany, but initially wants to prioritize the US because of the prospect of large subsidies. The company made this clear to partners in the Grünheide area near Berlin on Friday. We have more information in this article has been processed.
wsj.com (pay wall) Reuters.com, teslamag.de