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Tom Randall Apr 11
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
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Elon Musk Apr 13
Replying to @tsrandall
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.
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Tom Randall Apr 13
Replying to @elonmusk
To be clear, you're saying that Panasonic did not achieve 35 GWh/yr capacity by the end of March as reported and that total Model 3 production in Q1 was limited by cell availability?
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Elon Musk
There is 35 GWh/yr “theoretical capacity”, but actual max output is ~2/3. It was physically impossible to make more Model 3’s in Q1 due to cell constraints.
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Elon Musk Apr 14
Replying to @tsrandall
Wow, a lot of people don’t know much about how manufacturing works! If you have peak capacity of X, actual average weekly output will necessarily be less than X. First 6-12 months, it will be much less than X. Impossible to predict exact production ramp S-curve.
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