Tesla will not make battery cells in a German factory for the time being – Image and sound – News

For some context, let’s get the most recent market analysis (PDF) of it IPCEI on Batteries grab it for a while. There we see that Tesla was booked in at 100 GWh per year. This made it one of the largest in Germany, but certainly not the only one.

Northvolt wants to reach 160 GWh per year in Sweden, with two new plants of 50 GWh starting in 2025. They also want to roll out 60 GWh in Germany. CATL also has a factory there that needs to scale up to 100 GWh, and PowerCO and ACC plan for 40 GWh each.

In Poland, LG Energy is scaling up to a 65 GWh plant. France will receive 50 and 40 GWh respectively from Verkor and ACC. Hungary has a Samsung SDI factory that needs to go to 40 GWh, while CATL seems to be planning a new 100 GWh factory (with no start date so far). SK innovation wants to scale up an existing factory to 17.5 GWh and build a new one of 30 GWh.

Italvolt and ACC will arrive in Italy with 70 and 40 GWh respectively. Spain will receive Envision AESC and Powerco who want to install 50 and 40 GWh respectively. In Portugal 45 from CALB. And Norway has two 43 GWh plants from Freyr and Morrom under construction.

The fact that Tesla will (for the time being) not produce cells in Germany is a pity and a loss. But the general trend will not reverse it, the battery factories are now being set up as quickly as possible. As in many markets, we are heading towards a situation where there are (much) fewer than 10 major producers, and everyone wants to be part of that list.

Ireland, Denmark, Finland, the Baltic states, Austria, Switzerland and the Netherlands can still do their best to get a large battery factory to their country.