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Panasonic To Build $4 Billion Battery Plant In Kansas To Meet Tesla Demand (nikkei.com) 43

An anonymous reader quotes a report from Nikkei Asia: Panasonic will invest $4 billion in a second U.S. electric vehicle battery factory in Kansas, its subsidiary Panasonic Energy announced on Thursday, confirming an earlier Nikkei report. The factory is expected to hire as many as 4,000 employees and supply a new high-capacity battery for Tesla. The decision follows Tesla's April opening of a second American EV factory in Texas to meet brisk demand.

Panasonic aims to triple or quadruple EV battery production capacity by fiscal 2028 from the current level of roughly 50 gigawatt-hours per year. It plans to install two production lines at a battery component factory in Wakayama Prefecture, Japan, in fiscal 2023 and begin manufacturing its new high-capacity model, the 4680. That investment is expected to total roughly 80 billion yen ($580 million). Panasonic had said it would determine whether to build new manufacturing facilities after seeing how production at the Wakayama plant fared in terms of profitability.

Increasing production demands from Tesla, a leading source of the Japanese electronics group's earnings, were likely a factor in the decision for a new U.S. plant, along with Panasonic's progress on the new technology. Prototypes started to ship in May. Emanuel noted that Panasonic's investment plan of up to $4 billion will create as many as 4,000 American jobs. Panasonic's first U.S. plant in Nevada, the Gigafactory 1, is jointly operated with Tesla. The Japanese company invested roughly 200 billion yen in that facility, which only began turning a profit in the year ended March 2021 as high defect rates kept mass production from getting off the ground.

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Panasonic To Build $4 Billion Battery Plant In Kansas To Meet Tesla Demand

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  • I'm no Elon apologist, and he really needs a no-man filter when he releases information via the twitterverse or some such, but he just keeps on winning.

  • I'd like to see domestic battery manufacturing that makes it economically viable to have an off-grid home solar setup, and/or common hybrid vehicles that can double as whole-home battery backups.

  • Freakin A, editors. Just get the basics right, please. Is that so much to ask?

  • People seem to forget that mining lithium is quite environmentally-destructive. Additionally, sulfuric acid needs to be trucked in to separate the .5% lithium typically contained in the dirt. There is talk about mining it at the Salton Sea and Humbolt County, California.

    • People seem to forget that mining lithium is quite environmentally-destructive.

      Trolls seem to only think Lithium mining is destructive when literally every single component in a car, bus, train or airplane is destructive.

      "We should stick to internal combustion gas cars!" Where do you think oil comes from? The platinum in your catalytic converter? Steel in the engine block? Etc

      "We should build trains!" Where do you think the steel for the rails comes from? Strip mines.

      "We should just walk!" Where do you think the food is grown to feed you the extra calories?

      EV Battery components a

    • by Tailhook ( 98486 )

      People seem to forget

      We haven't forgotten. We're just not bringing it up because it sullies the electric car narrative for planet saving and that's inconvenient. Besides, lithium mining is easily offshored beyond the Environment so it's fine.

      Also, it would be best if you'd stop bringing it up as well; it's easy to get a reputation as a pro-fossil fuel planet wrecker and you don't want that! Trust us.

    • People seem to forget that mining lithium is quite environmentally-destructive.
      No, it is not. You are missinfomred.

      Additionally, sulfuric acid needs to be trucked in to separate the .5% lithium typically contained in the dirt.
      Never heard about that. Why would that be the case?

      • by q_e_t ( 5104099 )

        Never heard about that. Why would that be the case?

        Because that how it is extracted. A bit like uranium is, which is also very messy. There are very few free lunches, it's all about compromises. The good thing about modern battery technology is that the batteries, when combined with battery management, can last a very long time so it's overall less of an issue than extracting oil to put in cars, or whatever is likely to be needed to produce synthetic fuels.

        • by q_e_t ( 5104099 )
          You do have to keep reassessing things based on developments, though, in terms of future directions, e.g. a change in battery chemistry, even if slightly less efficient, might be worth it if it was cleaner to provide the materials and produce the batteries.
        • Lithium is not extracted with sulfuric acid.

          Perhaps I should have made that point more clear :P

          • by q_e_t ( 5104099 )
            https://f.hubspotusercontent20... [hubspotusercontent20.net]

            The crushed mineral powder is combined with chemical reactants, such as sulfuric acid

            • Obviously after it got extracted from the ground. Facepalm.

              So the claim:strip mining (which does not happen anyway) uses sulforic acid is just wrong.

              • by q_e_t ( 5104099 )

                So the claim:strip mining (which does not happen anyway) uses sulforic acid is just wrong.

                No, it's accurate. They don't take the 99.5% of rock they don't want away to be processed, it's processed adjacent to the mine to reduce transport costs, hence the mining of lithium (and things like uranium, gold) can be a problem if the way the acid and the waste acid is not carefully controlled. OK, you might want to argue semantics that processing it on site after the ore has been dug up is not the same as using sulphuric acid during strip mining, but it's semantics, and not a practical difference. Yes i

                • It is a practical difference.

                  As if they use sulforic acid, it stays on side.

                  And Lithium is not really strip mined anyway, those mines do not exist any more since decades

                  The idiot parent wanted to claim that using sulforic acid is an environmental hazard: it is not.

                  Typical lithium mining is done by pumping (hot) water underground and refining the brine, or now more modern: by tapping hot water springs that are lithium rich.

                  No one is running into a forrest, cutting all trees and tries to strip mine lithium fr

                  • by q_e_t ( 5104099 )

                    It is a practical difference.

                    As if they use sulforic acid, it stays on side.

                    I'd suggest you read up on the problems associated with acid in mineral extraction and site contamination.

                    • I'd suggest you read up on the problems associated with acid in mineral extraction and site contamination.
                      Thanks for the suggestion.

                      As such contamination is in no way relevant, no idea what I should read :P

    • by AmiMoJo ( 196126 )

      It's a question of doing the last damage. Is an EV better or worse for the environment than a ICE car over its lifetime? Answer that for both the environment/climate change and for human beings who breath in ICE exhaust emissions.

    • by sirket ( 60694 )

      There wouldn't be any mining at the Salton Sea. They would be using the brine that is already being pumped to the surface for geothermal power and extract the lithium from that. And they are also testing a new process to separate the lithium that doesn't use hydrochloric acid- so maybe read up a bit before posting?

  • by Catvid-22 ( 9314307 ) on Thursday July 14, 2022 @07:44PM (#62703856)

    I've always been curious about what really gets produced in these Gigafactories. Do they just manufacture the part that fits in your hand, i.e. the battery cell, such as the supposedly higher capacity 4680 [electrek.co]?

    Or are these factories also responsible for the assembly, putting these cells together into the luggage-sized EV packs that's the first (and perhaps only) thing you'll see when watching a hard-hack video of some guy divorcing a Tesla from its battery?

    I'm curious because I'm one of the "re-users" of the 18650 cell that's supposed to the main component of Tesla's current EV battery packs. It works quite well for electric lanterns and UPS systems in place of the traditional sealed lead acid (SLA) [wikipedia.org] batteries.

    • I'm curious because I'm one of the "re-users" of the 18650 cell that's supposed to the main component of Tesla's current EV battery packs.

      Well, the Model 3 and Model Y have never used 18650 cells. It looks like the Model S and X still use the 18650 cells, but I would expect them to be phased out at some time in the not-too-distant future.

      • I think that's what the story is about, a fatter battery? Still, I find it amazing that something that won't be out of place in a toy car would be powering a "real" automobile. The only thing that would amaze me more is if these cells find their way onto two-legged vehicles.
    • Tesla hasnâ(TM)t invented anything. They are system integrators. They didnâ(TM)t invent the lithium ion battery. They donâ(TM)t even manufacture it either. They came up with a way to manage the cells temperature and build a frame to house the cells. They didnâ(TM)t invent the electric car. They didnâ(TM)t even bother to come up with innovative light weight chassis designs using carbon fiber. I really donâ(TM)t understand this companies stock value. It really is running
      • by necro81 ( 917438 )
        Here are two [google.com] patents [google.com] that describe the construction and manufacture of the 4680 cell
        • They sent Panasonic new specifications. I guess thats patentable. But cmon
          • by necro81 ( 917438 )
            I submit that you don't understand what's new or different in the 4680 cell compared to more traditional 18650 cells. Here is one deep dive. It is not just "build a cylindrical cell that's bigger!". That would be submitting new specifications. The construction methods are different, and there is sound engineering backing that up. That is innovation, and patentable.

            Are you suggesting that standing an egg on end is obvious?
          • by gmack ( 197796 )

            You seem to have no knowledge of how much research it took to come up with that tabless design. Those aren't "new specifications." Those were serious improvements of the battery manufacturing process.

    • by AmiMoJo ( 196126 )

      The raw materials are probably refined and turned into something industry standard elsewhere, e.g. the metal used for the body of the battery will be rolled and delivered as a sheet for punching out.

      Interesting that Tesla is sticking with Panasonic. Their made-in-China cars perform better than the US ones because the Chinese batteries (made by CATL IIRC) are superior. The Chinese and Korean manufacturers have decided to quote the usable energy in the battery, and provide a suitable amount of extra energy st

      • So you're talking about the pack? I'm actually more interested in the cell, since I suppose that's the one I'd most likely be using in a couple of years. The new battery cell is fat, if anything else. So its aftermarket use is going to be limited to larger devices, like UPS's, rather than flashlights or portable fans.
  • Good to hear. Surprised it took so long to be honest.

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