Is Tesla’s Popularity Stretching the Company’s Battery Supplies Too Far?

By [email protected] A change in supply chain partners has fueled concerns that Tesla may be struggling to meet stationary energy-storage delivery commitments.

Last week, the Nikkei Asian Review reported that Tesla had turned to Samsung SDI, instead of its usual cell supplier Panasonic, to provide the batteries needed for its most high-profile project to date, a 100-megawatt, 129-megawatt-hour battery plant in South Australia.

“The decision to use Samsung SDI is a blow to Panasonic, which has its hands full with orders for electric-vehicle batteries,” said Nikkei Asian Review.

“To meet a self-imposed deadline of 100 days, Tesla turned to the South Korean company since it

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