Panasonic wants to buy land in the United States for a “mega-factory” to produce the new 4680 cells for Tesla. According to the media, two states are under consideration.
The information was reported by the Japanese Broadcasting Company NHK. According to their unnamed sources, Panasonic plans to acquire land in Oklahoma or Kansas and invest “several billion dollars” to build the plant. However, the report does not specify more exact sums. The timeline for the start of construction and commissioning of the eventual plant is still unclear.
The 4680 cells produced there are most likely delivered to the Tesla factory in Texas, which relies on this new type of cell. The Model Y built in Texas with the 4680 cells is likely about to be delivered, and later the Tesla Semi electric truck and Cybertruck electric pickup are also due to be built there with the cells. For current Model Y production, Tesla uses its own 4680 production facility in Fremont, California.
A few days ago, Panasonic had already officially announced that it would build a 4680 cell production facility at its plant in Wakayama prefecture, Japan. However, the announcement and the current NHK report does not provide further details on the properties and exact chemistry of Panasonic’s 4680 cells.