For years now, expectations of the Tesla Cybertruck have not stopped growing. The first electric pick-up of the Austin brand is called to conquer the market, with a fantastic look and design; and with construction plans that are already fully underway. The date that every reservation holder is eagerly waiting for is getting closer, although there are still many other necessary preparations. Organizing production and supply chains are key to actually meeting the – very high - demand. The battery pack, a fundamental component of the Tesla Cybetruck, will be produced at the Fremont factory, as we have learned through an internal report revealed by Teslarati.
Although it may seem like an obvious decision, there were several possible alternatives for the production of the Cybertruck's huge battery packs. Finally, the original Tesla plant in California will be the one in charge of this extremely important task. The center has been assembling the 4680 cells for quite some time now, which are seen in the most modern models of the brand, and which will also be a key part of the electric truck. A few months ago the Fremont plant celebrated in style the 4680-pack one million batteries produced, a milestone that will actually need to be improved very quickly if the high demand is to be met.
As we have already mentioned, the expectations and hopes are very high. Although the final model has not yet been presented, the Cybertruck could have already seduced more than a million potential buyers, if we pay attention to the unofficial reservation holder figures. Although no one expects that absolutely all the reservations will finally end up becoming real and tangible, it is clear that for several months, if not years, all production of the electric pick-up will be completely sold out. Could it be facing a "death by success" kind of thing? Nobody actually knows for sure, but what we do know is that Tesla has to step on the accelerator.
The Fremont plant has taken a long time to complete a million battery cells produced, but in fact the capacity of the factory contemplates an annual production of 10 GWh. The latest steps taken by Tesla have been focused on scaling up the production of its new 4680 cells, although along the way they have faced different problems such as the dry coating of the electrodes. It must be said that such a volume of production will necessarily imply a new assembly line at the plant, which could already be underway.
What is very clear so far, especially for reservation holders, is that nobody wants more delays with the Cybertruck. At first Elon Musk assured that it would be – finally - available by 2020; although now the new estimated date takes us to the middle of next year, 2023 (if everything goes well). That's when the futuristic truck goes into production with the 4680 cells produced in Fremont, California. The plant will have to start accumulating stock soon, as low-volume production is of absolutely no use to them. Buyers have been waiting for a very long time, and having more delays could mean that many would potentially give up on the purchase, as there are many different options currently available on the markets.
Nico Caballero is the VP of Finance of Cogency Power, specializing in solar energy. He also holds a Diploma in Electric Cars from Delft University of Technology in the Netherlands, and enjoys doing research about Tesla and EV batteries. He can be reached at @NicoTorqueNews on Twitter. Nico covers Tesla and electric vehicle latest happenings at Torque News.