Battery Day Preview: What to Expect Ahead of Tesla’s Battery Day (09.17.20)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 18 September 2020
⏱️ 20 minutes
🧾️ Download transcript
Summary
Deep dive preview of everything to expect ahead of Tesla’s Battery Day on September 22, 2020.
Timestamps:
0:27 Tesla’s battery cells
4:09 Battery chemistry
6:32 Dry battery electrode
8:19 Cell-to-pack
9:26 Battery manufacturing
12:00 Million mile battery
13:52 Charging speed
17:10 Mining and suppliers
18:48 Plaid powertrain
Million mile battery episode: https://youtu.be/EtvvJ5u1Sdo
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey, everybody Rob Mower here and today we are talking all about Tesla's Battery Day, the event that we have all been waiting for now for about a year and a year and a half. |
| 0:15.0 | We've made it through three or four delays, |
| 0:17.0 | but Tesla's battery day is finally almost here. |
| 0:20.0 | We've talked about these topics for months, |
| 0:22.0 | but here is everything consolidated into one nice episode, everything that we should be expecting from Battery Day. |
| 0:28.0 | We'll start off with the Battery Cell. |
| 0:30.0 | Tesla has been teasing since last year's annual shareholder meeting that they will further vertically integrate throughout the battery supply chain and start designing developing manufacturing their own battery cells allowing them to introduce new technology in both the battery cell, increasing performance, |
| 0:44.6 | and the manufacturing process lowering cost. |
| 0:47.4 | And while supplier margins on battery cells aren't massive, Tesla cutting those out in the |
| 0:51.5 | cases that they can. Won't be every case, we'll talk more about that later, |
| 0:54.6 | but when they can cut that margin out, that'll reduce costs as well. |
| 0:58.1 | As for the battery cell itself, the expectations are for Tesla to introduce a larger form factor cell similar to what they did |
| 1:04.8 | when they introduced the model 3 with the 2170 form factor which just stands for a cell |
| 1:09.8 | with a diameter of 21 millimeters and a height of 70 millimeters that was larger than their previous |
| 1:15.1 | cell which was 18 six-50, 18 millimeters by 65 millimeters. |
| 1:20.0 | As we discussed in yesterday's episode, Electraq recently obtained a photo of a battery cell that is much |
| 1:25.0 | larger than a 2170 cell, which Electrak believes, after having confirmed with multiple sources, |
| 1:31.0 | is Tesla's new battery cell. |
| 1:32.7 | Yesterday we hypothesized that this cell could be 54 millimeters by 98 millimeters. |
| 1:37.5 | Looking back on it today, I think that the mockup that I made is a little bit bigger than what is pictured there from Electric. So instead of being |
| 1:45.1 | 54 by 98, I actually think this cell is probably closer to something like 45 millimeters by 75 millimeters. |
| 1:52.3 | We can use those dimensions to calculate the volume of these |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.