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Company Spotlight: Tesla’s Battery Day (II) All strategies combined, Tesla could achieve: a. 54% increase in range b. 56% decrease on cost c. 69% reduction on investment per GWh Short-term: 4680 cell, Tabless design, Formation parallelization, Production efficiency, Co-free (LFP) cathode, Cell-to-vehicle integration Mid-term: Recycling, Cathode production Long-term: Dry coating, Si anode, TWh scale output, Li clay salt extraction *Source: Intercalation Station
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