Can Tesla produce LFP in a 4680 battery cell? Yes, all the technologies unveiled at Battery Day are compatible with LFP. However, "Will they?" is a more nuanced and interesting question.
This video will cover the considerations involved in using a 4680 form factor, technology pathways for energy density improvements, and why I think LFP will become the dominant lithium chemistry.
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*Timeline*
00:00 Notes on the Q4 2021 Earnings Call
03:54 Introduction
04:56 Is a 4680 with LFP Viable?
10:02 Tesla's hints and my view
12:24 What I'm wrong?
12:59 The potential of LFP in the future
22:11 Is form factor an academic point?
22:57 Any barriers to Tesla LFP?
23:22 Are there an barriers to LFP us for other OEMs?
25:17 Summary: Roadmap and Cost Savings
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Intro Music by Dyalla: Homer Said
