Tesla announces $3.6b Semi, 4680 battery factories in Nevada but questions abound

Electric Cars

Tesla has formally introduced its envisioned new battery and Semi factories in Northern Nevada, together with $three.six billion in financial investment to make them occur. But are these basically new factories, or basically the completion of Gigafactory Nevada to its initially prepared dimensions?

Before these days we noted on the Nevada Governor hinting at plans for Tesla’s new factory, which have been envisioned to be formally unveiled these days. Tesla has now set up a blog post describing its development with its preceding investments in Nevada and the ideas for this new financial investment.

Tesla states that it has currently expended $six.two billion in Nevada and employed 11,000 personnel, even though developing 17,000 neighborhood building work making out its Gigafactory there, and that the manufacturing unit has created:

  • seven.three billion battery cells (37 GWh+ every year)
  • one.five million battery packs
  • three.six million travel models
  • one million power modules (14 GWh+ overall)

These figures are better than Tesla&#x2019s authentic 2014 prepare, which was to devote $three.five billion on a manufacturing unit to develop 35 GWh of batteries every year, which would then seek the services of six,500 personnel.

Considering the fact that then, the EV market place has expanded swiftly, which suggests 35GWh is even now not more than enough to satisfy worldwide need for Tesla&#x2019s EVs.

Currently, Tesla reported:

We will be investing above $three.six billion additional to proceed escalating Gigafactory Nevada, incorporating three,000 new crew users and two new factories: a 100 GWh 4680&#xA0cell manufacturing unit (with potential to develop more than enough batteries for two million gentle obligation automobiles every year), as properly as our 1st large-quantity Semi manufacturing unit.

Tesla&#x2019s announcement is unclear about whether or not these factories will even now be on the identical house as its present-day gigafactory, which is even now about 60% full when evaluating renders to the present-day standing of the making.

Judging by the new render, these new factories might be in the identical making. In contrast to the present making, which has an L-form, and the authentic and new renders of the making, filling out that L-form would full the making to glimpse additional like the renders:

The announcement mentions that some of the $three.six billion will be expended to proceed escalating the gigafactory, but also develop two new factories. Beforehand, Electrek noted that&#xA0Tesla was building a production line for the Tesla Semi in a new building near Gigafactory Nevada, so we&#x2019re not confident if it&#x2019s altering ideas and will deliver all this creation underneath the identical roof, or proceed increasing that new making close by, or most likely the two &#x2013&#xA0maybe the 4680-format cells will be constructed in the principal making, and Semi will be constructed in the secondary making.

This announcement arrives the working day ahead of Tesla&#x2019s earnings report, which is surely intriguing timing. Tesla established a history for deliveries with 405,000 vehicles delivered in Q4 and 1.3 million in 2022, while the This fall range arrived in underneath anticipations. In the vicinity of the conclusion of the quarter, Tesla commenced giving savings and has not too long ago drastically cut prices, signaling that it required to stoke need a tiny immediately after additional than a yr of important cost raises even though EV need skyrocketed.

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