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Tuesday, 30 August 2022 16:22

Tesla Files to Build EV Batteries on New Production Lines at Fremont Factory

Written by Joey Klender, Teslarati

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Tesla has filed to build a new battery manufacturing equipment line at the Fremont Factory in Northern California.

The factory, which Tesla purchased in 2010, is the only in the company’s lineup to produce all four models. It has not been known as a battery cell or pack manufacturing plant, as the company’s Gigafactory in Sparks, NV, produces those EV components. However, the filings indicate Tesla may be looking to slightly expand its cell manufacturing efforts with new production lines at Fremont.

 

The permit was filed and signed by Tesla on Aug. 30. The project is valued at $1.5 million, according to documents seen by Teslarati.

 

Additionally, another application reveals a $1.3 million project that includes the installation of a new maintenance office, a storage area, production cells with equipment for hood, fender and trunk lids, and offline cell manufacturing equipment. This project is listed to be on the first floor of the assembly building.

 

The Fremont Factory has been one of Tesla’s more spacially-confined facilities. Earlier this year, during a visit from Morgan Stanley analysts, including Adam Jonas, the firm noted the Fremont Factory was incredibly tight in terms of storage capacity and room in general, despite running at a capacity of 20% above what has been considered its maximum.

 

“The plant was never designed to produce 450K units (at its peak produced ~300K units before Tesla took it over from Toyota), which was immediately apparent at the tour, ” Jonas wrote describing the visit. “Tesla does not shy away from the fact the plant is inefficiently designed with four assembly buildings, one of which is a tent that cars are assembled in,” referring to GA 4.5, which was made permanent last year.

 

Just two weeks prior to Morgan Stanley’s visit to Fremont, CEO Elon Musk said Tesla was considering expanding Fremont “significantly.” While many thought this meant an expansion of vehicle production alone, Musk may have been hinting toward an expansion of the manufacturing process altogether.

 

Tesla has held battery supply deals with Panasonic, CATL and LG Chem, but has also started...


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