Latest News

Shanghai Tesla Model 3 With Cobalt-Free LFP Battery May Be Shipping To Europe

Cars

Published on October 19th, 2020 |
by Dr. Maximilian Holland

October 19th, 2020 by  


Following a Bloomberg News report in September that Tesla planned to ship the Shanghai made Tesla Model 3 to Europe, customer pre-order agreements in France and Germany are now showing up with “Model 3 – China” in the description:

Next Model 3 SR+ will come from China, it’s official 😱@BlogTeslaFr @TSLAEnFR @Teslarati @teslabros @teslaownersSV @TeslaStars @Model3Owners @TeslaWolfy @WholeMarsBlog @Tesmanian_com https://t.co/gEo48fiFVe

— Green Drive Tesla Accessories (@GreenDriveTesl1) October 18, 2020

This image pops up on my @Tesla Facebook page – This means that i was right with my earlier assumption that these cars would be heading to Europe. Its a German VIN allocation. @jpr007 https://t.co/Hq1BvNRYl2 pic.twitter.com/N7t6MrPo4c

— Armand Vervaeck🎗️ (@ArmandVervaeck) October 18, 2020

These pre-order documents appear to be for the Model 3 SR+ variants.

The LFP batteries supplied by CATL are also reported to now be installed in the Shanghai Model 3 SR+ vehicles:

Tesla MIC Model 3 starts installing #CATL #LFP batteries, #China media citing MIIT Sep production certificates.

Cell#CATL CB1U0

LFP

170 Wh/kg

Pack

55 kWh

NEDC: 468 km pic.twitter.com/jslaw5DPoW

— Moneyball (@DKurac) October 15, 2020

So it seems likely that any Tesla Model 3 vehicles that get shipped from the Shanghai Gigafactory to customers in Europe will include the new LFP batteries.

According to documents from China’s Ministry of Industry and Information Technology, the LFP variant of the Model 3 SR+ actually has slightly higher range rating (468km NEDC) than the previous nickel-based battery version of the SR+ (originally 445 km NEDC). Although NEDC ratings are over-optimistic, the relative gain in range (~5%) will likely be preserved in real world use.

Furthermore, like most LFP chemistries, the LFP pack variant of the Model 3 is very robust for charging, even for charging habitually to 100%, according to Tesla’s customer support:

A little interesting tidbit about Model 3 SR+ with LFP batteries

(from official Tesla 🇨🇳 support):

You can always charge to 100%.

Actually customers are encouraged to charge to 100% at least once a week.

Pretty convenient IMO pic.twitter.com/1p4eb6d80R

— 特拉风🇨🇳T☰SLA mania (@Tesla__Mania) October 15, 2020

It will also be interesting to see if Tesla has increased the DC charging power, or modified the charging curve, on the LFP version of the Model 3.

What’s Tesla’s strategy here? We know that LFP batteries are cheaper and less mineral constrained than nickel based batteries. LFP batteries are going to become the main pillar for most of Tesla’s standard range vehicles (its most affordable and highest selling vehicles globally) for the foreseeable future.

Currently Tesla is only confirmed to have supply agreements for LFP batteries from CATL for the China made vehicles. This will likely evolve in the future as CATL and other LFP cell producers are setting up factories in Europe, which will be able to be supplied to Tesla’s Berlin Gigafactory.

For the moment though, the only way for Tesla to get its most affordable and lowest cost (LFP) Model 3s to European customers is to ship them in from Shanghai, since that’s the only place they are made.

Shanghai Tesla Model 3 / Image: Tesla

Although the combination of the original Bloomberg report and these recent pre-order documents do appear to add up to strong evidence, and the business case for Tesla makes sense, we’ll have to wait for further details in order to be able to fully confirm this news.

We’ll be on the lookout for any official updates from Tesla, or reports from from European customers once the vehicles are delivered. 


 





 


Appreciate CleanTechnica’s originality? Consider becoming a CleanTechnica member, supporter, or ambassador — or a patron on Patreon.

Sign up for our free daily newsletter or weekly newsletter to never miss a story.

Have a tip for CleanTechnica, want to advertise, or want to suggest a guest for our CleanTech Talk podcast? Contact us here.


Latest Cleantech Talk Episode


Tags: , , , , , , ,


About the Author

Max is an anthropologist, social theorist and international political economist, trying to ask questions and encourage critical thinking about social and environmental justice, sustainability and the human condition. He has lived and worked in Europe and Asia, and is currently based in Barcelona.
Find Max’s book on social theory, follow Max on twitter @Dr_Maximilian and at MaximilianHolland.com, or contact him via LinkedIn.



Read More

Show More

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Check Also
Close
Back to top button

Adblock Detected

Please consider supporting us by disabling your ad blocker