Nano One Materials Corp T.NANO

TESLA goes the Nano One Materials way!

[contrap127]

Forget about Tesla & China, Dan! This is great!!! Nano One Materials is already exactly where TESLA wants to be! :))


“The patent (from Tesla) describes a more scalable, lower capital investment, and lower process cost means of making LFP (battery material) than traditional (methods)… Fully scaled can be lower cost than untariffed LFP from China.”

https://x.com/bradsferguson/status/1879968379441934577
https://x.com/baglino/status/1879908534219145439
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2025015194&_cid=P12-M5ZACT-78773-1
https://www.youtube.com/watch?v=7q5QDEND8Ko

"This smart act of patenting its own LFP production technology will likely have dire consequences on Tesla's partnerships with battery makers including CATL, LG Energy Solution, and Panasonic. By creating an in-house battery production, Tesla has the opportunity to decrease its dependency on outside suppliers, define its battery supply chain, and exercise more control over the price and quality.

This can be explained by the initiatives that Tesla has been implementing in the past years, collectively known as vertical integration, under which the company tries to direct control over some critical activities. Of course, Tesla has already gained a lot by implementing the vertically integrated model, including the manufacturing of EV motors, self-driving, and software development. Extending LFP battery manufacturing to its portfolio strengthens this model even further.

Although the new patent is positive for Tesla it remains to be proven that they can begin mass production to implement the new process as well as prove that it brings the amount of benefits expected. Battery production is quite a technical process and even minor alterations to the chemistry of the compound or the process parameters can bring about wide variation in the efficiency and performance of the battery.
https://www.vehiclesuggest.com/tesla-patents-low-cost-lfp-battery-manufacturing-process/

Really fantastic to know, Nano One Materials is better positioned here than Tesla! Maybe they are working together after all, in any case both want to go in the same direction. And Tesla alone will not be able to cover this huge market.

So Nano One Materials can't be that wrong! And I don't want to know how many companies in the industry have an interest in catching up with Tesla here ;)

[Lawisfun]

Fantastic to hear from Drew Baglino out of the blue.  Tesla also has the Nevada battery plant using CATL equipment to manufacture LFP batteries.  This should put more focus on the merit of using LFP in NA and the advantages using our NA supply chains with LFP.  Which means this will place much more focus on Nano One. 

[Lawisfun]

At least someone else out there thinks like us and commented on Drew's tweet about Nano One: https://x.com/FinlayMacNab/status/1879928355870642525