Part 6/10:
The discussion dives into the specifics of battery supplies, highlighting that Tesla relies heavily on 2170 cells produced primarily in Japan and at Panasonic’s Kansas City plant. While current capacity is insufficient to meet the needs of Tesla’s ambitious production goals—such as manufacturing 10,000 Semi trucks, equivalent to 100,000 vehicles—the recent startup of Panasonic’s Kansas City facility provides some hope.
Given that the Kansas City plant has recently begun producing 2170 cells, experts believe these will chiefly serve Tesla’s needs, alleviating some supply concerns. Nonetheless, the overall bottleneck remains the total availability of these cells, which could hinder production timelines unless additional capacity is brought online.