Tesla shows off Dry Cathode 4680 Cell used in Cybertruck
$Tesla(TSLA.US$ $BYD COMPANY(01211.HK$ $NIO Inc(NIO.US$ $XPeng(XPEV.US$ The article reported that a Tesla Senior Manufacturing Engineer for 4680 cell development has shared a photo of the first-ever Dry Cathode Cybertruck. The vehicle is equipped with Tesla’s in-house dry cathode 4680 cells (DC 4680 cell), which have long been highly anticipated by the electric vehicle community.
Based on Sawyer Merritt on x.com posted, here are 4 advantages if Tesla can produce DC cells at scale:
• Will help Tesla reduce their own costs between 15%-30%, saving a ton of money.
• Will help Tesla reduce their own costs between 15%-30%, saving a ton of money.
• The dry method uses less space than the wet method which Tesla and other EV makers use currently. It will allow Tesla to build smaller and more efficient factories.
• Dry coating process requires fewer preparation steps and equipment, and could result in a 10x smaller factory footprint reduction, and a 10x energy reduction.
• Could result in higher density batteries, and potentially more range, but that remains to be seen.
• Better for the environment.
My Take: Various battery companies have been working on the dry method for a while, but all of them have only achieved it at lab or pilot scale. LG Energy Solution is aiming to commercial -cialize the dry method by 2028. Tesla could be the first to produce at scale.
Source:
$BYD COMPANY(01211.HK$ $BYD Co.(BYDDF.US$ $S&P 500 Index(.SPX.US$ $Nasdaq Composite Index(.IXIC.US$ $Tesla(TSLA.US$ $VOLKSWAGEN A G(VWAGY.US$ $NIO Inc(NIO.US$ $Li Auto(LI.US$ $XPeng(XPEV.US$ $General Motors(GM.US$ $Ford Motor(F.US$ $Rivian Automotive(RIVN.US$ $MERCEDES-BENZ GROUP AG(MBGAF.US$ $TOYOTA MOTOR CORP(TOYOF.US$ $GEELY AUTO(00175.HK$ $Stellantis NV(STLA.US$
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I reflected trading experiences by writing journals. My comments are for educational purposes not financial advice.
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