21 sats \ 2 replies \ @kr OP 2 Apr \ parent \ on: Tesla’s Energy Business is a Sleeping Giant charts
who do you see as their next-closest competitor in energy storage?
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1131 sats \ 1 reply \ @endothermicdev 2 Apr
A few years ago it was Panasonic, and I think they're still fairly big on the LiFePO4 scene. They invest quite a lot in battery R&D as well. I feel like everyone's trying to play catch up now though. I wouldn't pretend to know what the current landscape is like. Chinese production has ramped up a lot, so it might be worth comparing Tesla's latest cells to BYD's. There are also smaller players constantly coming onto the scene - Microvast might be interesting for instance. No idea about the major automotive makers, but I'm sure they're progressing as well.
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63 sats \ 0 replies \ @kr OP 2 Apr
interesting, i remember closely following Tesla and Panasonic a while back, but hadn’t heard of Microvast and I’m not up to speed on BYD’s latest cells.
lots of research for me to do, thanks!
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