With regard to Panasonics 4680 Kansas factory - common narrative is that other OEMs will have access to these cells and Kansas is not solely for Tesla. However I’m only aware of two other OEMs that use cylindrical cells: Rivian and Lucid. Is this who is most likely to use Kansas-made cells? Would Pana also make a different format in the same factory?
Thanks for the concise update
This is a great initiative, thanks for the effort to inform us.
With regard to Panasonics 4680 Kansas factory - common narrative is that other OEMs will have access to these cells and Kansas is not solely for Tesla. However I’m only aware of two other OEMs that use cylindrical cells: Rivian and Lucid. Is this who is most likely to use Kansas-made cells? Would Pana also make a different format in the same factory?
Just my current unknowns.