Tesla is rumored to start production of 40700-size Li-Ion cells for their battery packs in the near term.
One of those would be extremely similar in size to 3x18650, while offering roughly twice the capacity, and a significant safety benefit (no possibility of cell mismatch).
Have not heard that rumor before, but I won’t say it’s not true.
Before the model 3 was introduced, Tesla used 18650 cells. Up to 8,000+ per car.
But they realised there are formats with a higher energy density per cm³.
Initially they went for the 20700 strategy, a lot of battery manufacturers joined that.
These seems to have become the new standard cell for E-bycicles.
But prior to the launch of the model 3, Elon Musk himself (?) made a last calculation.
Not just in view of the energy-density, but also in view of the cooling properties needed.
And ultimately he choose the 21700 format, starting with model 3.
Surpassing the much loved 26650 format, which never was a champion in energy density.
I think it is highly improbable the new 21700 strategy is abandoned shortly after it’s introduction.
Unless ……. Panasonic & Co came up with an altogether different chemistry and better cooling.
A youtube video claimed that it was started by tesmanian.com, but I can’t find anything on there. The exact wording was ’ increase cell diameter to 1.57” ’.
On the cooling side, the new cells are supposed to have significantly lower internal resistance due to a new electrode manufacturing process, and so would need less cooling.
There is no talk about abandoning the partnership with Panasonic. If tesla wants to scale up production of the current model 3, new model Y, soon to come semi truck and cyber truck as well as the stationary storage division per plan they need to increase their battery supply by orders of magnitude. Since that kind of supply doesn’t exist, they are attempting to start their own production in addition to what they can source from Panasonic, Samsung SDI, LG chem and CATL.
Well, at least it explains Teslas recent insane stock movement where it went from overpriced at $300 a share to EXTREMELY overpriced at $900 a share (currently $741 a share still valuing the company significantly more than Ford and GM). Beyond electric cars, capable scaled up storage batteries could and likely would be used by everyone in the world to store wind and solar power in an attempt to move away from carbon sources.
If they exist, these cells will not be going to the consumer market. It’s possible, but not guaranteed that other manufacturers will copy the form factor.
So don’t worry for now