TESLA'S COMING GOOD NEWS Will End It's CATL Battery Dependence

CATL is having its LFP battery patents expire and this will be a good thing for all EV auto makers, especially Tesla. Tesla is going to slowly unwind itself from using CATL batteries and begin to produce its own in-house.

Tesla can make its own cells and has the chance to reduce its Cost Of Goods Sold by about 25% - if you take the $45 per KWh wholesale markup CATL is earning from Tesla.

CATL currently controls about 1/3 of the global battery market and is on good terms with Tesla, however. Tesla could keep its partnership and ask for lower prices on the batteries. To reach 20 million vehicles per year, Tesla is going to have to make a lot of its own batteries, or continue to partner with CATL.

LFP batteries are used only for standard range vehicles that don't need a lot of performance and power. My own Tesla Model 3 RWD has LFP batteries and they can be charged to 100% regularly - that's why I like them.

CATL having its patents expire means others can now begin manufacturing their own LFP batteries in their own way using CATL's approach. However, CATL has years of experience and expertise and it is probably not so simple to just copy and replicate what they are doing.

#teslabattery #tesla

This is Armen Hareyan from Torque News. Please follow us at https://twitter.com/torquenewsauto on Twitter and https://www.torquenews.com/ for daily automotive news.

Reference
Jeremy Johnson Torque News Tesla https://www.torquenews.com/14335/catl-lfp-batteries-have-expiring-patents-why-good-tesla

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