I think LG is a little disingenuous there calling themselves the leader.
Tesla is mass producing 10s of millions of cells with a dry coated anode and has plans to do the cathode as well (Edit and can in the lab just like LG)
LG says this is going to be for both in 2028 on a pilot line, as if they won’t have their own problems at scale as well.
By 2028 what makes them think Tesla won’t have both going as well, while they’ve yet to finish building the factory?
Is anyone else actually mass producing dry anodes yet other than Tesla?
I think LG is a little disingenuous there calling themselves the leader.
Tesla is mass producing 10s of millions of cells with a dry coated anode and has plans to do the cathode as well (Edit and can in the lab just like LG)
LG says this is going to be for both in 2028 on a pilot line, as if they won’t have their own problems at scale as well.
By 2028 what makes them think Tesla won’t have both going as well, while they’ve yet to finish building the factory?
Is anyone else actually mass producing dry anodes yet other than Tesla?
So this just dropped today - https://www.teslarati.com/tesla-mass-production-dry-electrode-4680-cells-end-of-2024-report/
Tesla might start producing the dry cathode this year. Lets say they still have more troubles though and say sometime in 2025.
looks at calendar - Yep, that’s before 2028!