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Not totally surprising. Dahn has always loved Tesla and he has graduate students working there. Still interesting though. http://qz.com/690936/teslas-newest-hire-may-be-proof-elon-musk-is-ready-to-hear-some-hard-truths-about-batteries/?utm_source=YPL&yptr=yahoo

Dahn is a well known expert in battery chemistry. He's about the only one not to have given up on the second generation NMC technology which GM was hoping to use with its relationship with Envia. http://qz.com/234345/the-most-promising-electric-car-lithium-ion-battery-needs-saving/
 

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And didn't we hear that Tesla is quietly talking to LG Chem (an NMC cell manufacturer), etc. for "backup" cell production capacity?

Could they be considering a different battery chemistry - and perhaps going to a landscape pouch cell format (like the Bolt) instead of cylindrical? Things get curiouser and curiouser. To be a fly on the wall inside Tesla's engineering war room as they try to figure out how to pull off the Model 3 miracle Musk has promised 370,000 reservation-holders....

http://www.autoblog.com/2016/05/19/tesla-lg-chem-suppliers-battery/

and

http://qz.com/488596/teslas-coattails-are-carrying-along-panasonic-but-a-battle-for-battery-supremacy-is-brewing/
 

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And didn't we hear that Tesla is quietly talking to LG Chem (an NMC cell manufacturer), etc. for "backup" cell production capacity?
I assumed this was for the standard 18650 cells that LG Chem makes. Changing cell chemistry and format would be a huge deal, which I doubt Tesla is in a position to entertain.
 

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And didn't we hear that Tesla is quietly talking to LG Chem (an NMC cell manufacturer), etc. for "backup" cell production capacity?

Could they be considering a different battery chemistry - and perhaps going to a landscape pouch cell format (like the Bolt) instead of cylindrical? Things get curiouser and curiouser. To be a fly on the wall inside Tesla's engineering war room as they try to figure out how to pull off the Model 3 miracle Musk has promised 370,000 reservation-holders....

http://www.autoblog.com/2016/05/19/tesla-lg-chem-suppliers-battery/

and

http://qz.com/488596/teslas-coattails-are-carrying-along-panasonic-but-a-battle-for-battery-supremacy-is-brewing/
Tesla is in discussions with LG Chem, Samsung, and SK Innovation for possibly producing lithium-ion battery cells for its lower-priced model, according to both Green Car Reports and Teslarati. LG Chem may be in the lead due to lower pricing and increased likelihood of an on-time delivery to Tesla's Gigafactory in Nevada. LG Chem, which has worked with General Motors on supplying battery cells for the Chevrolet Volt extended-range plug-in, also has some history with Tesla. The South Korea-based company worked with Tesla on upgrading the batteries in the Tesla Roadster.

It could be a twist on the old adage. Tesla Motors may be looking to keep its friends close, and its friend's enemies closer.
 

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The gigafactory was supposed to lead to lower battery cost which was supposed to lead to a model 3 priced for the mass market. If Tesla is now considering buying model 3 batteries from someone else, I wonder what that implies about their own battery production capability and about the price of the model 3.

KNS
 

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Tesla is in discussions with LG Chem, Samsung, and SK Innovation for possibly producing lithium-ion battery cells for its lower-priced model, according to both Green Car Reports and Teslarati. LG Chem may be in the lead due to lower pricing and increased likelihood of an on-time delivery to Tesla's Gigafactory in Nevada. LG Chem, which has worked with General Motors on supplying battery cells for the Chevrolet Volt extended-range plug-in, also has some history with Tesla. The South Korea-based company worked with Tesla on upgrading the batteries in the Tesla Roadster.

It could be a twist on the old adage. Tesla Motors may be looking to keep its friends close, and its friend's enemies closer.
Did you perhaps means ...and keep its enemy's (ie, GM) friends (ie, LG) closer.

KNS
 

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Did you perhaps means ...and keep its enemy's (ie, GM) friends (ie, LG) closer.

KNS
You do realize that Tesla/Panasonic will be competitors of all those battery companies that it currently is in discussion with...:)
 

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Gross. This is starting to sound a bit like corporate incest.

But Tesla does need to do something about Model 3 production. So maybe they were just making stuff up when they were quoting lower battery costs than GM? Perhaps, after seeing how cheaply LG is supplying GM, they crunched the numbers and realized they couldn't do better.
 

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If that is true then gigafactory will translate into stranded gigabucks.

KNS
Possibly, but it sounds like the Gigafactory is also going to be used for pack assembly and testing. It's going to be coming online soon, but I doubt that includes cell assembly. The way I'm picturing the Gigafactory right now is like the Death Star in Return of the Jedi. It's most of the way there, but it's not fully functional. They still need multiple inputs of finished materials before they can create and assemble a functional battery pack.
 

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Tesla is in discussions with LG Chem, Samsung, and SK Innovation for possibly producing lithium-ion battery cells for its lower-priced model, according to both Green Car Reports and Teslarati. LG Chem may be in the lead due to lower pricing and increased likelihood of an on-time delivery to Tesla's Gigafactory in Nevada. LG Chem, which has worked with General Motors on supplying battery cells for the Chevrolet Volt extended-range plug-in, also has some history with Tesla. The South Korea-based company worked with Tesla on upgrading the batteries in the Tesla Roadster.

It could be a twist on the old adage. Tesla Motors may be looking to keep its friends close, and its friend's enemies closer.
The purpose of the Gigafactory is to first and foremost make quality and inexpensive batteries for Tesla Motors. The second purpose, and this is why the thing is so huge, is to give these battery companies a North American manufacturing footprint. If they're paying Tesla rent, and/or giving them an exclusive discount of sorts, it's several layers of win for Tesla Motors. On top of that, all those batteries will come out of the factory pre-charge with solar and wind power. These companies will be buying electricity from Tesla, as well.

In case you haven't been reading things, Tesla happily works with other companies for "coopetition". I'm sure they'd love to work with GM to provide DCFC charging for the new Bolt EV. Believe it or not, Tesla does care about GM customers.
 
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