Panasonic plans to increase the energy density of Tesla batteries by 20%. Commercial cobalt-free batteries for 2-3 years.

Published: Jul 31, 2020 08:25

SMM: according to reports, Yasuaki Takamoto, head of Panasonic's electric vehicle battery business in the United States, said that the company plans to increase the energy density of the "2170" battery supplied to Tesla by 20% within five years, and to commercialize cobalt-free batteries within "2 to 3 years".

Panasonic is the world's leading supplier of batteries for electric vehicles, and this is the first time the company has set these goals. Panasonic's move will set new standards for the battery industry and help the company maintain a leading position in the highly competitive battery industry.

In 2017, Tesla Model 3 began to use Panasonic's "2170" Ni-Co-Al (NCA) ternary lithium cell. The researchers say the cell already has the highest energy density on the market, more than 700 watt-hours per liter. If the energy density can be further increased, the maximum mileage of electric vehicles on a single charge will also be further increased. In addition, it also helps to reduce the size of the vehicle battery, so that the vehicle has more spacious interior space.

On the other hand, the cobalt-free battery can also make the battery no longer dependent on cobalt metal, and the cost of cobalt material is high, which can make the chemical properties of the battery more stable. However, there are moral problems in the process of cobalt metal mining. Congo is the largest producer of cobalt metal raw materials in the world, and the working conditions of the country are controversial in the international community. Tesla CEO Elon Musk (Elon Musk) has long said he wants to use cobalt-free cells in his products.

Takamoto said it had reduced the cobalt content in its NCA cells to less than 5 per cent and planned to improve its battery products in phases. But Panasonic declined to say which future models its future batteries will be used in Tesla.

Earlier, Panasonic lost its status as an exclusive battery supplier to Tesla, and Intezra also reached a partnership with South Korean battery company LG Chemical and Chinese company Ningde Times. Ningde Times will supply Tesla with low-cost lithium iron phosphate (LFP) batteries, which are also cobalt-free.

"2170" cell

Panasonic has developed a technology that can increase the energy density of "2170" cells by more than 5 per cent. Starting in September, Panasonic will revamp the production line at its joint venture with Tesla in Nevada to further increase the energy density of batteries, Takamoto said. In order to control the safety risks caused by high density and low cobalt content, Panasonic is adjusting the composition of the cell chemicals and the design of the cell to improve its thermal stability, Takamoto said.

Tesla will hold Battery Day on Sept. 22, after Musk promised to announce major battery progress at the event. Tesla plans to release a new battery later this year or early next year, which was developed by Tesla in cooperation with the Ningde era and will have a service life of 1 million miles (1.6 million kilometers).

"SMM online Q & A" has come to the market, price, information if you have any questions, feel free to ask!

Scan the QR code and join the SMM metal communication group.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
Ministry of Industry and Information Technology Announces Ninth Batch of Lithium Battery White List
4 hours ago
Ministry of Industry and Information Technology Announces Ninth Batch of Lithium Battery White List
Read More
Ministry of Industry and Information Technology Announces Ninth Batch of Lithium Battery White List
Ministry of Industry and Information Technology Announces Ninth Batch of Lithium Battery White List
On February 28, the Ministry of Industry and Information Technology officially released the list of enterprises (ninth batch) that meet the "Lithium-ion Battery Industry Standard Conditions," known as the Lithium Battery White List. A total of 36 enterprises are included in this batch. Among them, energy storage battery manufacturers include Ganfeng LiEnergy, Yichun Gotion, and Zhongqi Xinneng Qingdao. Other enterprises on the list are categorized into power batteries, cathode materials, anode materials, separators, and consumer batteries, among others.
4 hours ago
Two Solid-State Battery Projects Land In Shanghai
4 hours ago
Two Solid-State Battery Projects Land In Shanghai
Read More
Two Solid-State Battery Projects Land In Shanghai
Two Solid-State Battery Projects Land In Shanghai
On February 27, 2026, solid-state battery projects from Dejia Energy (Shanghai) Co., Ltd. and Shanghai Yuanchen Hangneng Technology Development Co., Ltd., both enterprises in the Lingang Blue Bay Park, were signed. Dejia Energy's Lingang project plans to construct a 3GWh solid-state battery production line in two phases, which will help upgrade Lingang from a traditional lithium battery manufacturing base to a highland for the industrialization of next-generation battery technologies. Shanghai Yuanchen Hangneng's project focuses on core solid-state electrolyte technologies and is dedicated to the research, development, and production of high-energy-density, high-safety all-solid-state lithium batteries. Equipment commissioning and production are expected to be completed by the end of 2026.
4 hours ago
Chilean Lithium Producer SQM Reports 53% YoY Profit Growth in Q4
4 hours ago
Chilean Lithium Producer SQM Reports 53% YoY Profit Growth in Q4
Read More
Chilean Lithium Producer SQM Reports 53% YoY Profit Growth in Q4
Chilean Lithium Producer SQM Reports 53% YoY Profit Growth in Q4
Chilean lithium producer SQM announced that its Q4 net profit increased due to favorable market conditions which raised the average price of lithium and thus boosted performance. The world's second-largest lithium miner stated that its Q4 net profit was $183.8 million up 53% YoY. Revenue for the quarter grew by 23.3% reaching $1.32 billion compared to $1.07 billion in the same period last year. Gross profit for the quarter rose 52.7% to $448.5 million. SQM CEO Ramos said, "Our Q4 2025 results reflect record sales from our two major lithium businesses (Nova Andino Litio and the International Lithium Division)." "In November 2025, we began to see early signs of an improving supply-demand balance primarily driven by stronger-than-expected ESS demand."
4 hours ago