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4680 Battery Shortage

A Tesla Supercharger is a charging station that provides fast, reliable electricity to electric cars. Currently, Tesla uses its own proprietary connector on its Supercharger network in North America which exclusively supports Tesla EVs, but Elon Musk has talked about opening the Superchargers up to other non-Tesla EVs. Tesla began testing the concept with the European CCS connector standard in Norway last year, and has since expanded it to Sweden, Finland, Denmark, Germany, Luxembourg, Switzerland, and Austria.

Recently, in a While House memo, it was mentioned, “Later this year, Tesla will begin production of new Supercharger equipment that will enable non-Tesla EV drivers in North America to use Tesla Superchargers.” This will make Tesla eligible for federal funds if it builds out its Supercharger network for non-Tesla EVs.

Tesla’s Cybertruck was conceived to work with a structural battery pack of 4680 battery cells. Tesla’s goal is to make at least a thousand 4680 battery packs a week at Giga Texas by the end of 2022 for the Model Y,  However, it’s unclear if the Tesla will be able to scale up for the Cybertruck and Tesla Semi. In October of 2021, the company announced that it was developing the new cell. Since then, it has built a production line in the Texas Gigafactory. It is currently in the process of implementing two other production lines by Panasonic and LG Chem, which should start in April 2023. The 4680 battery is expected to perform well under all weather conditions. 

The Tesla 4680 battery cell was designed with several key improvements in mind. Its new form factor provides an 14% improvement in cost per kwh, and it has increased energy storage capacity by five to six times. Its design reduces ohmic resistance, which is a big problem with large batteries. The result is a shorter charging path.

In addition to its larger size, the new cell features a new chemistry that will enable electric vehicles to have longer ranges and lower costs. Panasonic says the 4680 cell will enable Tesla to produce cheaper electric vehicles with a greater performance level. The company plans to start mass production of the cells in 2023, and expects to produce nine GWh of them per year.

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