Tesla’s In-House Batteries Will Land In the New Roadster and Cybertruck First
Musk’s not-so-cryptic tweets also suggest a 2022 timelineby Sidd Dhimaan, on
As always, Musk made some interesting tweets just before Tesla Battery Day. One of them indicated that the upcoming Roadster, Cybertruck, and the SEMI will be powered by Tesla’s in-house batteries. However, before people start pointing fingers at Tesla, Musk also made it clear that they shouldn’t expect anything until 2022. Well, at least we got some information on before the Battery Day officially commenced.
In-House Batteries In The Upcoming Models?
It’s no secret that Tesla has working on battery technology for years now. The company is working on its million-mile battery and has filed several patents in battery cell technology. So, it shouldn’t come as a surprise that the upcoming vehicles will make use of Tesla-manufactured batteries. While this sounds good, the catch is that Tesla will take time to get it rolling. Elon Musk’s tweet read:
“Important note about Tesla Battery Day unveil tomorrow. This affects long-term production, especially Semi, Cybertruck & Roadster, but what we announce will not reach serious high-volume production until 2022.”
Battery Application In The Roadster, SEMI, and Cybertruck
The Roadster was supposed to debut this year, but the CEO has indicated on previous occasions that it is not a priority, and hence, the delay. But, with this battery news, we have a new timeline for the little rocket - 2022. Tesla has filed a lot of patents lately, one of which includes dry electrode tech, which it acquired when Tesla purchased Maxwell Technologies for over $200 million. So, we could be hearing about more battery technologies at the event, and one of them could be used in the Roadster as well.
In the case of the SEMI, the million-mile battery makes more sense. Currently, Tesla offers up to eight years/150,000-mile warranty on its cars. This wouldn’t suffice for a commercial cargo-hauler like the SEMI. So, instead of launching it with the current batteries and switch to the new tech, later on, it feels more feasible to launch it with the new packs once and for all.
As for the Cybertruck, the million-mile battery could work as it can handle many more recharges. This battery is also expected to bring down the per kWh costs from around $150 to $100. The Cybertruck is a pretty good bargain, especially the base trim. Equipping this battery could result in lower production costs, which Tesla could either keep the difference and increase the revenue per vehicle, or pass on the benefits to customers since Tesla vehicles aren’t eligible for federal tax credits anymore, unlike its immediate rivals like Rivian, Nikola, or even Ford, for that matter.
Tesla Will Continue To Buy Batteries From Its Vendors
Tesla has mentioned on numerous occasions that its battery vendors aren’t able to cope up with the demand. It seemed like Tesla will drop them once it develops its batteries, but that’s not the case. Musk also said:
“We intend to increase, not reduce battery cell purchases from Panasonic, LG & CATL (possibly other partners too). However, even with our cell suppliers going at maximum speed, we still foresee significant shortages in 2022 & beyond unless we also take action ourselves.”
Tesla has made it clear that it will not stop purchasing batteries from its vendors, which points to a massive gap in demand and supply of battery packs. So, in-house battery production should help boost this, but Musk said nothing high-volume is to be expected before 2022. Last week, Electrek reported that Tesla is currently building a pilot production line for its new battery cell in Fremont and is building new equipment as it learns from this pilot line. It looks like there’s a lot to expect from the Tesla Battery Day today.
The Tesla Battery Day event will commence after the Annual Meeting of Stockholders, which will start at 1:30 pm Pacific Time. It can be streamed on Tesla’s website.