Confusing news coming out of China before battery day Some of these battery reports coming out of China about Tesla and CATL are a bit confusing.
It’s unclear if CATL is going to produce Tesla’s battery cell for them in China, or if it’s a different battery chemistry co-developed by Tesla and CATL, which the last Reuters report seems to suggest. In this Bloomberg report, it sounds more like a CATL battery with similar capabilities to Tesla, but that will also be sold to others.
More batteries on the market is good news no matter what, but I am looking forward to some clarity on this front, which we should get at Tesla’s Battery Day.