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Tesla battery supplier feels pressure to expedite US production

  • Panasonic, Tesla's battery supplier, is under pressure to accelerate electric vehicle (EV) cell production at its Kansas plant.
  • Tesla is urging Panasonic to increase its production pace in response to the growing demand for EV cell production in the United States.
  • Panasonic's CEO mentioned that Tesla is pushing for a faster start at the Kansas facility, which is set to boost U.S. production capacity by 60% by March 2027.
  • The recent U.S.-China tariff truce has left EV battery tariffs untouched, prompting Tesla to rely on Panasonic's Kansas plant to strengthen its resilience against trade barriers.

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