Tesla has officially announced a new 40 GWh battery storage factory that will only produce Megapacks dedicated to utility-scale energy storage projects.
The huge capacity of 40 GWh per year is far more than Tesla’s current capacity. The company has deployed nearly 4.6 GWh of energy storage over the past 12 months.
In fact, Megapacks are Tesla’s largest energy storage product, with a total current capacity of about 3 GWh. This capacity can deliver 1,000 systems, including Powerwalls, Powerpacks and Megapacks, assuming a capacity of about 3 MW for each energy storage system produced.
The Tesla Megapack factory is currently under construction in Lathrop, California, as the local market is probably the largest and most promising for energy storage system products.
No further details are known, but we assume it will only produce battery packs, not cells.
We speculate that the cells will use square-shell lithium iron phosphate, most likely from the CATL era, as Tesla intends to switch to cobalt-free batteries. In energy storage systems, energy density is not the priority, and cost reduction is the key.
Lathrop’s location would be a perfect location if the Megapack was produced using CATL cells imported from China.
Of course, it is difficult to say whether to use the batteries of the CATL, because the use of lithium iron phosphate batteries in energy storage systems and electric vehicle models actually requires the establishment of a battery factory nearby. Perhaps Tesla has decided to launch its own lithium iron phosphate battery production plan in the future.
Post time: Mar-31-2022
