Tesla Q4 Battery Updates // Production Dip and Rumors

In the Tesla Q4 2023 earnings call, Drew Baglino gave his usual battery updates. Today I'll breakdown what he said line-by-line, discuss why his comments indicate a production dip but his outlook is still positive.

I'll also cover rumors by Joe Tegtmeyer about cathode updates and asymmetric lamination, as well as rumors/reports on Weibo that Tesla is importing wet coated cathode from China.

'Tesla Cybertruck deliveries hostage to battery production hell' https://twitter.com/LimitingThe/status/1737918494706954390

Joe Tegtmeyer 4680 Updates: https://twitter.com/LimitingThe/status/1742726520303415632

Weibo Rumor- Tesla Importing Cathode Rolls:
https://twitter.com/LimitingThe/status/1748012290320794068

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*Timeline*
00:00 Introduction
00:54 The Reuters Article
03:05 Line 1 Swapped to the Generation 2 Cell
05:08 Production vs Assembly
08:33 Implications for the 4680 Ramp
10:42 Elon Confirms Tesla’s Cell Suppliers
12:38 Joe Tegtmeyer’s Rumor // Cell Improvements
13:48 Weibo Rumor // Cathode Rolls from China
15:16 Summary

Intro Music by Dyalla: Homer Said

Видео Tesla Q4 Battery Updates // Production Dip and Rumors канала The Limiting Factor