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Tesla in talks with potential Gigafactory 3 battery supplier for China’s Model 3: report

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Tesla is reportedly looking into China-based Contemporary Amperex Technology Co Ltd (CATL) as a potential battery partner for Gigafactory 3, which is expected to start producing electric cars by the end of the year. CATL is among China’s most prominent battery suppliers, and it is on track to become the nation’s biggest manufacturer of lithium-ion batteries.

Bloomberg notes that the update was provided by people familiar with the discussions, who asked to remain anonymous due to the talks still being private. According to the publication’s sources, the two companies are discussing the possibility of a partnership for Gigafactory 3, but there is no guarantee yet that an agreement will be met.

Tesla has been showing signs that it is in the process of looking for battery suppliers for the upcoming facility, which is expected to produce both the Model 3 and Model Y for the local Chinese market. The company did mention a “fully qualified” vendor in its latest annual report, though Tesla also highlighted that it is working on adding more. This “qualified vendor” appears to be referenced by the recent report’s sources, who note that CATL is already discussing the required specifications of the battery cells with Tesla.

This is not the first time that rumors emerged about Tesla’s potential battery partner for Gigafactory 3. Last January, reports emerged pointing to Tesla allegedly signing a preliminary agreement with China’s Tianjin Lishen for the Shanghai-based factory’s batteries. The rumor was short-lived, with Tesla stating that no preliminary arrangements have been reached. It remains to be seen if the electric car maker will respond similarly to the recent CATL reports.

Having a formidable battery partner is a necessity for Tesla’s expansion plans in China. For the company to saturate the country’s electric car market, it should be able to manufacture affordable, high-volume vehicles that leave no compromises in terms of quality. For this to happen, Tesla must be able to make premium battery packs at scale. This is something that the company’s Chinese battery partner must keep in mind, as Panasonic, Tesla’s partner that supplies the cells for the Model S, 3, and X, admitted last year that some of the slowdowns in Gigafactory 1’s production could be blamed on its inability to meet the electric car maker’s demand. “The bottleneck for Model 3 production has been our batteries,” Panasonic’s automotive business head Yoshio Ito said.

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Tesla’s Gigafactory 3 is showing a notable amount of progress over the past months, with recent statements from a Shanghai official estimating that the facility will be completed by May. Just as initially scheduled, tooling of the factory is expected to commence immediately after, allowing Tesla to produce its first locally-made Model 3 by the end of 2019.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla Cybercab is heading to China’s import expo

The event will take place from November 5–10 at Shanghai’s National Exhibition and Convention Center.

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Credit: Tesla Europe & Middle East/X

Tesla will make its return to the China International Import Expo (CIIE) this November, marking its first appearance at the event since 2022. The U.S. electric vehicle maker confirmed it will showcase its highly anticipated Cybercab, which will make its Asia-Pacific debut during the event. 

The expo will take place from November 5–10 at Shanghai’s National Exhibition and Convention Center.

Tesla Cybercab in China

Tesla announced its participation in the event on its official Weibo account. As per the electric vehicle maker, it would be occupying Booth A3-03 in Hall 2.1 at the National Exhibition and Convention Center. As noted in a CNEV Post report, the Cybercab, the company’s dedicated autonomous two-seater Robotaxi, will be making its Asia-Pacific debut at the CIIE as well. 

The company shared a graphic on Chinese social media which showed an image featuring several Tesla products, such as the Cybercab, Optimus, and Megapack batteries. The graphic also featured a building that read “Master Plan Part IV.”

Tesla’s momentum in China

Tesla’s return comes after skipping the event last year. Interestingly enough, Tesla attended the event from 2018 all the way to 2023. Tesla’s return to the CIIE then aligns with the company’s efforts to attract consumer interest in the world’s most competitive electric vehicle market. 

The Cybercab’s presence in the event could suggest that Tesla might be interested in bringing its Robotaxi to the country. This is quite interesting as China is already home to several autonomous ride-hailing services, though Tesla’s pure vision approach, which focuses on artificial intelligence and cameras, is quite unique. So far, Tesla has only rolled out its autonomous ride-hailing services in Austin, Texas, and the Bay Area, California.

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Tesla Semi factory looks nearly complete

Based on recent images taken of the facility, it appears that the Semi’s initial production might be right on schedule.

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Credit: @HinrichsZane/X

The Tesla Semi factory looks like it is nearing completion. Based on recent images taken of the facility, it appears that the Semi’s initial production might be right on schedule.

This was, at least, as per recent observations from a veteran Tesla watcher who has long been chronicling the progress of the facility. 

Tesla Semi factory today

As per longtime Tesla Semi advocate @HinrichsZane, the Class 8 all-electric truck’s factory in Nevada looks almost completed. The facility’s exterior looks finished, which suggests that much of the work being done today is likely focused on the factory’s interior and equipment. 

This was highlighted in recent photos taken by the drone operator, which show that the facility’s parking lots are now filled with vehicles. A photo taken before dawn also highlighted just how refined the factory has become over the past months. Needless to say, it appears that the factory is all but ready to start the initial production of the Tesla Semi.

Deliveries and targets

Tesla has stated that the Semi factory will start producing the Class 8 all-electric truck by 2026. This was stressed by Elon Musk in a previous comment on X, when he stated that “Tesla Semi will be in volume production next year.” Once ramped, the facility will be capable of producing about 50,000 Tesla Semi units annually. This should help the Semi disrupt and potentially saturate the United States’ transport sector.

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Progress in the Tesla Semi factory has been notable in the past months. Just a few months ago, drone footage of the site revealed that Tesla was shipping extremely large production equipment into the facility. These included what appeared to be a gigantic stamping machine that was so large and heavy that it was shipped to the Semi factory using two diesel trucks and a triple trailer.

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FIRST LOOK: Tesla Cybertruck police cruiser interior

The LVMPD released a new video of the police cruisers that were donated by billionaires Ben and Felicia Horowitz.

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Credit: LVMPD | X

The first look at the Tesla Cybertruck police cruisers for the Las Vegas Metro Police Department has been going around as the city begins to add them to its active fleet.

The LVMPD released a new video of the police cruisers that were donated by billionaires Ben and Felicia Horowitz, showing their design, as well as the first look at the front of the vehicle where police will sit, as well as the back where the criminals will think about their actions.

Sheriff Kevin McMahill commented on the addition of the Cybertrucks to the fleet, which includes recognition of their symbolism regarding the mission of the Department itself:

“These represent something bigger than a police vehicle. They represent innovation and our continued commitment to serve this community with the best tools available — safely, efficiently, and responsibly. They can handle everything from Fremont Street to Red Rock Canyon.”

The LVMPD had the Cybertrucks primed for law enforcement use by Upfit Tesla, a division of Unplugged Performance, the unequivocal leader in performance upgrades for Teslas.

The first look at the interior of the police cruisers is awesome to see, especially as it shows the Cybertruck’s ability to cater to every and any application for personal or professional use.

The front of the Cybertruck police vehicle shows an interior fully outfitted for a shift in Las Vegas. A laptop is mounted next to the center touchscreen, and siren and light controls are located in the center for easy access for officers:

The rear of the cruiser is plain and fitted with plastic seats, typical for the transportation of criminals and suspects, as well as a partition that appears to be made of ballistic glass, helping to protect officers from those they have arrested. It is also reinforced with steel and foam lines the top of the partition:

The fleet was donated shortly after a Cybertruck exploded at the front entrance of Trump Tower in Las Vegas in January. While the person inside lost their life, the Cybertruck’s ability to muffle most of the blast and keep damage relatively limited to the building impressed many.

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