Baglino: Panasonic supply bottlenecks forced Tesla to cut Powerwall production in 2017-2018
Drew Baglino · The scrappy beginning of Tesla’s energy business · Apr 23, 2025 · at 14:46
Former Tesla SVP Drew Baglino discusses how early battery cell constraints at the Nevada Gigafactory impacted Tesla Energy delivery schedules.
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“Especially as we got into the 2017 and 2018, there was a cell sort of pinch. Panasonic was having a hard time ramping, and we didn't have enough cells to go around between vehicles and energy, and so we had to kind of, like, pare back on the Powerwall build plan, which was tough.”
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