Tom Randall
@tsrandall · Apr 11, 2019
Tesla shares fell after Nikkei reported that Panasonic is freezing spending on more Gigafactory expansion. Panasonic said it reached 35 GWh/yr capacity in March. That's already enough to build over 500k Model 3/yr+Powerwalls—more than Tesla can handle bloomberg.com/news/articles/…
Elon Musk
@elonmusk
Incorrect. Pana cell lines at Giga are only at ~24GWh/yr & have been a constraint on Model 3 output since July. No choice but to use other suppliers for Powerwall/Powerpack cells. Tesla won’t spend money on more capacity until existing lines get closer to 35GWh theoretical.
07:17 PM · April 13, 2019 · 0 views
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