Lian answered that as any respectable executive would: politely. He said BYD is friends with Tesla and Elon Musk and that the American EV maker is a source of inspiration. Lian also said that BYD “will soon supply him with batteries.” CNEVPost published the video, and we embedded it below for our Chinese-speaking readers.
Although it seems that BYD has no hard feelings, it must be savoring revenge as a cold dish. And what a moment it is for BYD to sell Tesla batteries: the American competitor promised a revolutionary battery and is yet to deliver it as promised. Peter Rawlinson already said that considering 4680 cells as a breakthrough is a fantasy. A Bosch specialist also raised concerns about heat issues with them. Above all, BYD is much closer to producing 1 TWh in batteries than Tesla – and it was the American company that promised to have Terafactories.
BYD’s Blade Batteries are not prone to thermal runaway and have gone through nail tests without any problems. The only reported fire involving them was allegedly caused by the wrong coolant two days after a crash test in July 2021. Although they have lower energy density than ternary lithium-ion cells, they are cheaper and do not depend on scarce and expensive raw materials.
While it is evident that Tesla must ensure it gets all the batteries that it can purchase, buying them from an EV competitor must be a hard pill to swallow. Perhaps it would not look so bad should Musk just have shown some respect – even if that was not for real – for BYD in 2011. If the Chinese EV maker is having revenge for lunch, Musk is watching while eating his hat.