21亿美元！又一笔储能电池大单

Core Viewpoint - Samsung SDI is in talks with Tesla for a potential supply agreement of energy storage system (ESS) batteries, involving an order of 30 GWh and a transaction value of at least 3 trillion KRW (approximately 21 billion USD or 148.5 billion CNY) [2][3] Group 1: Tesla's Supply Chain Strategy - The transaction aligns with Tesla's strategy to diversify its supply chain, as the company faces pressure in its energy storage business due to increased competition and rising tariffs [3] - Tesla's energy storage products have primarily relied on Chinese suppliers, but the company is actively seeking alternative solutions [3] - If the deal with Samsung SDI is finalized, it will add to Tesla's existing agreements, including a 4.3 billion USD contract with LG Energy Solution for lithium iron phosphate batteries [3] Group 2: Samsung SDI's Role and Production Plans - The potential deal would mark the first large-scale supply agreement between Samsung SDI and Tesla, focusing on fixed energy storage systems using lithium iron phosphate batteries [7] - Samsung SDI plans to supply 10 GWh of ESS batteries annually over three years, with production expected to take place at a joint battery factory with Stellantis in Indiana [7] - Samsung SDI aims to increase its energy storage battery production capacity in the U.S. to 30 GWh by the end of next year [7][8] Group 3: Market Context and Competitors - LG Energy Solution is also negotiating with Tesla to increase its supply by 50% to 30 GWh, following a previous contract to supply 20 GWh of lithium iron phosphate batteries [8] - As of the end of Q3, LG Energy Solution has approximately 120 GWh of energy storage battery orders pending delivery [8] - Tesla's energy division has shown strong performance, with Q3 revenue increasing by 44% year-over-year to 3.4 billion USD, and energy storage deployment reaching 12.5 GWh, a year-over-year increase of 81% [4]