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The Tesla Battery Panasonic supplier is paid to accelerate supplies from its American -made products, according to the President of the Japanese company, in a sign that the American protectionist measures have made the batteries made by their Chinese competitors are less competitive.
Yuki Kusumi said in an interview with him in Tokyo with foreign media that her main agent – who is widely understood that Tesla – was encouraging the beginning of production in that. Kansas new factory, Most likely because of the tray Batteries It was less profitable to bring the United States due to a mixture of subsidies and definitions.
“As our customers told us to move Kansas quickly, we hurry to do this,” said Kosome. Guessing that the customer was considering that replacing Chinese batteries in Banasonica, the United States would help its electric cars sold in the United States are eligible to obtain major tax credits to consumers.
Under construction since 2022 and close to first production, the Panasonic Factory in De Soto, Kansas, will be the second battery site in the United States and will raise its production capacity by 60 percent when it reaches mass production by March 2027.
Kusumi did not mention Tesla by name. However, Tesla has long been the largest agent in Panasonic, jointly created a group of Nevada that helped the Elle Mouc cars group to become an EV global leader.
The rush to bring Kansas via the Internet contradict the delay and cancellation in the automotive sector for battery plants and EV in the face of the slow sales growth of electric cars.
Honda announced on Tuesday a delay for at least two years to A battery investment of $ 11 billion In Canada, in the wake of a similar move from Toyota this year, Nissan gave up plans for the battery plant in Japan.
Tesla previously sold a low -cost 3 -style version in the United States, which used a battery exported from China, but stopped it last year. The car will not be eligible for subsidies under the law to reduce inflation, the American Clean Energy Support package.
The Texas -based automotive company has tried to rely mainly on the batteries that the United States has made for models sold in the United States, but it does not completely reveal the origin of batteries for each model variable.
Kusumi highlighted the potential risks of the demand on EVS that was sold by its main customer in North America, noting that the vehicles of a specific car manufacturer have caught fire.
Tesla vehicles were Sabotage In protest against the controversial Eileon Mosk leadership at the government’s government efficiency, the Trump administration. The opposite reaction to the US car maker has led to the worst quarter since 2022 in the first three months of this year.
“There are risks, but we are planning a strong demand for batteries from our main agent so far,” Kosome added.
Panasonic He fell Behind Chinese and Korean competitors after betraying Tesla during the emerging phase of the adoption of electric vehicles. It decreased from the world’s leading EV batteries product in 2016 to the fourth number.
The group’s position can be strengthened by opening a Japanese battery factory in Wakayama in September last year and the new Kangasan factory, which previously said it will open this spring.
Kusumi refused to provide an accurate schedule to start production, although he said that the company has an internal goal.
Last week, Panasonic said it would reduce 10,000 jobs, equivalent to 4.3 percent of its working power, as part of the long -awaited restructuring plan to focus on the most profitable business and thinking about withdrawing from the least profitable companies, including the TV unit that turned it into a rational name.
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