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According to the Japanese company chief executive, Tesla battery suppliers are being pressured to accelerate the supply of its American -made products, as a sign that made the battery produced by its Chinese rivals less competitive.
Yuki Kusumi said in an interview with a foreign media in Tokyo that its main customer – was widely understood as Tesla – encouraging to start production at that time New Kansas plant, Probably because of the Chinese Battery The combination of subsidies and tariffs was less profitable to bring to the United States.
Kusumi said, “As our customer has asked Kansas to move forward quickly, we are hurrying to do so,” Kusumi said. He assumed that the customer was thinking that replacing Chinese batteries with US -made pansonics would help qualify for his electrical vehicles sold in the United States to qualify for significant consumer tax credit.
Under construction from 2022 and near first production, Panasonic’s plant in Do Soto, Cansus, will be the second battery site in the United States and will increase its production capacity per 5 percent after the mass production is reached by March 20227.
Tesla did not mention the name of Kusumi. However, Tesla was the largest customer of Panasonic for a long time, jointly set up the Nevada Gigafactory that helped Elon Mask’s car group to become EV leader worldwide.
Delays and cancellations are opposed to bringing Kansas online throughout the auto sector for battery and EV plants in the face of slow sales growth for electronic cars.
Honda on Tuesday announced at least two years of delay Investing $ 11bn battery In Canada, after a similar step in Toyota this year, Nissan has left a Japan’s battery plant plan.
Tesla had previously sold a low -value version of Model 3 in the United States that used a battery that was encouraged from China, but it stopped it last year. The US Clean Energy Industrial subsidized package will not qualify for subsidy under the inflation reduction law.
Texas-based automaker has originally tried to rely on batteries in the United States for models sold in the United States, but it does not fully reveal the battery source for each model’s variation.
Kusumi highlighted the potential risks of EVS demand for EVS sold by North America’s main customer, noting that a certain car maker’s vehicles were set on fire.
Tesla vehicles have been Vandalized in the United States In protest against the controversial leadership of Elon Mask of the Department of Government Skills of the Trump administration. Customer response has taken the US car manufacturer to its worst quarter since 2022 in the first three months of this year.
“There is a risk, but we are planning the Great needs of batteries from our main customer so far,” Kusumi has added.
Pansonic Fall After a lot of betting on Tesla at a new stage of taking electric vehicles, behind Chinese and Korean competitors. It has dropped to number four from the world’s leading EV battery producer in 20 2016.
By opening a Japanese battery plant in Wakaima in September last year and at the new Kansas factory, which it was earlier said that this year will be opened in spring.
Kusumi refused to provide a proper timeline for the start of production, though he said that the company has an internal goal in mind.
Last week, Panasonic said that it would cut 5 percent of its employees as part of a long -awaited restructuring plan to focus on more profitable businesses and to withdraw from less profitable people, including TV units.
