CATL Plans Giant Battery Plant Near Tesla Shanghai

The largest battery maker in the world, CATL, is planning an 80 GWH/year plant near Tesla’s Shanghai Gigafactory. The new plant would be able to make 80 gigawatt-hours of battery cells a year. CATL currently makes 69.1GWh and already has 77.5GWh under construction.

CATL said that it is in talks with Tesla about more collaboration and Tesla is seeking help from the company on battery solutions.

If Tesla were to use all of the capacity at the new a new 80 GWH/year plant then they would be able to build 1.2 million cars with 65 kwh battery packs.

CATL produced 21.4 GWh in the first four months of 2021 and LG Energy Solution made 14.2 GWh.

SOURCES – Autonews, CATL
Written By Brian Wang, (Brian owns shares of Tesla)

18 thoughts on “CATL Plans Giant Battery Plant Near Tesla Shanghai”

  1. There is a lot more to a H plant than an electrical outlet and water.

    That's like saying that a pile of coal and a pile of iron ore is a steel mill.

  2. Are you also the china guy? Need more info about Tian Amin, can't find it. You know, the tank guy. china should celebrate their heroes, no?

  3. Most of these H considerations are market decided at this point, the idea is out there. Not true of Space Solar! NOAA presentation was all about climate, but nothing about doing anything about it. Mars Mars Mars. Military has two separate SSP projects, however. Grid with SSP does load balancing and has no interruptions, so backup would be more of an emergency thing than a needed part of normal operations. H v batteries is not exactly same issue as SSP v nuke. Use Criswell LSP updated for advances in cells, rocket prices, etc for comparison. Power beaming cuts way down on storage, whether battery or H. Then, there are vehicles, where H cooled superconducting power trains are the clear winner, no second place.

  4. Just going by news stories from pipeline companies saying they can switch to H or better yet mix H in or even better yet mix it in and then sep it out, from methane. They may have mentioned treating the pipes, or that may be my thought only. There is an engineering effort to deal with the stuff. Only a few *best ways* for a few basic tasks are needed. Ask Plug Power how they do things. It must be at least possible.

  5. I love the idea of space solar but I doubt it will succeed as governments are likely to oppose the idea. There are big technical challenges as well, but maybe those can be overcome. Transporting H using existing pipelines would require extensive upgrades. Hydrogen tanks have problems with outgassing and have to be specially made to avoid embrittlement. They can be built, but not as simple as you say.

    Backing up the grid with batteries is a challenge, but in a few decades most houses will have big 300-500 kw/h power packs.

  6. Obviously CATL thinks Tesla has legs. Otherwise they wouldn’t be bothering with the investment. Much of the ‘bad’ Tesla news as of late can be picked apart as not being the full and whole story. Just competitors and analyst trying to knock down their stock price.

  7. Free energy from overbuilt solar, to cover partly cloudy days, can on sunny days make H instead of being dumped, or power beamed to places that used to have battery storage. Space solar and game over. H will flow thru existing gas pipes, unlike batteries. More H storage is bigger tank, cheap. More battery storage is bigger batteries, expensive and heavy. And the 5% yearly improvement in batteries is small compared to H improvements. Comments?

  8. There is an automotive hydrogen refueling station 1000 metres away from where I am sitting.
    But the second closest station is in Japan, so that 1000 m shouldn't be taken as representative of their spacing.

  9. Hydrogen missed its chance. Conversion efficiency is low and not easy to store. Batteries are fine, and they get ~5% better each year due to technical improvements.

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