{"id":20232,"date":"2025-07-22T09:12:07","date_gmt":"2025-07-22T01:12:07","guid":{"rendered":"https:\/\/battery9999.com\/fr\/?p=20232"},"modified":"2025-07-22T09:12:07","modified_gmt":"2025-07-22T01:12:07","slug":"le-ralentissement-de-tesla-met-en-pause-les-plans-de-panasonic","status":"publish","type":"post","link":"https:\/\/battery9999.com\/fr\/le-ralentissement-de-tesla-met-en-pause-les-plans-de-panasonic\/","title":{"rendered":"Le ralentissement de Tesla met en pause les plans de Panasonic"},"content":{"rendered":"

13 Jul<\/p>\n

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La\u00a0baisse des ventes de\u00a0Tesla<\/a><\/strong>\u00a0et l’incertitude politique aux \u00c9tats-Unis mettent des b\u00e2tons dans les roues aux plans d’expansion de\u00a0Panasonic<\/strong>\u00a0dans le secteur des batteries. Le g\u00e9ant japonais, fournisseur historique de cellules pour les mod\u00e8les \u00e9lectriques d’Elon Musk<\/a>, a d\u00e9cid\u00e9 de reporter l’objectif de porter\u00a0\u00e0 30 GWh annuels la capacit\u00e9 de production de sa nouvelle usine au Kansas<\/strong>, initialement fix\u00e9 pour le printemps 2027.<\/p>\n

C’est ce que rapporte le quotidien japonais\u00a0Nikkei<\/em>, qui qualifie la situation d‘”\u00e9volutive”<\/em>, signe d’un change ment de cap qui pourrait influencer toute la cha\u00eene d’approvisionnement des v\u00e9hicules \u00e9lectriques aux \u00c9tats-Unis.<\/p>\n

Une r\u00e9action en cha\u00eene<\/h2>\n

Tesla<\/strong>, principal client de\u00a0Panasonic<\/strong>, traverse une p\u00e9riode difficile, avec des livraisons en baisse et un avenir plus incertain que pr\u00e9vu. \u00c0 cela s’ajoute la d\u00e9cision de l’administration Trump de supprimer les incitations fiscales tant pour l’achat de v\u00e9hicules \u00e9lectriques que pour la r\u00e9alisation des infrastructures de recharge et des renouvelables associ\u00e9es. Un\u00a0coup tr\u00e8s dur<\/strong>\u00a0pour un secteur qui, il y a quelques mois \u00e0 peine, semblait en plein essor.<\/p>\n

Panasonic avait lanc\u00e9 en 2022 la construction de la\u00a0gigafactory au Kansas<\/strong>\u00a0avec un investissement d’environ 4 milliards de dollars, con\u00e7ue pr\u00e9cis\u00e9ment pour fournir Tesla en cellules cylindriques. Initialement, il \u00e9tait \u00e9galement question de la production des cellules innovantes 4680 d\u00e9velopp\u00e9es par\u00a0Tesla<\/strong>, d\u00e9j\u00e0 en phase pilote au Japon et avec une production en s\u00e9rie pr\u00e9vue aux \u00c9tats-Unis. Mais aujourd’hui, dans ce climat incertain, cette perspective semble s’\u00e9vanouir. La seule production confirm\u00e9e pour le moment concerne les cellules 2170, les m\u00eames utilis\u00e9es pour le\u00a0Model 3<\/a>\u00a0et le\u00a0Model Y<\/a> produites dans la Gigafactory du Nevada.<\/p>\n

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Story Renault – De M\u00e9gane Sc\u00e9nic \u00e0 Sc\u00e9nic E-Tech electric, cinq g\u00e9n\u00e9rations n\u00e9es \u00e0 Douai<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

D’autres projets am\u00e9ricains en collaboration avec Tesla semblent \u00e9galement gel\u00e9s. Par exemple, il \u00e9tait question d’une troisi\u00e8me usine en Oklahoma, qui maintenant restera probablement sur le papier.<\/p>\n

\u00c0 la recherche d’alternatives<\/h2>\n

Panasonic a revu \u00e0 la baisse l’ensemble de son plan de croissance mondiale, gelant le calendrier pour atteindre 200 GWh de capacit\u00e9 annuelle d’ici 2031. L’objectif demeure, mais sans date pr\u00e9cise. En parall\u00e8le, l’entreprise semble vouloir d\u00e9placer son centre de gravit\u00e9 strat\u00e9gique du march\u00e9 am\u00e9ricain vers celui\u00a0japonais<\/strong>, cherchant \u00e0 se prot\u00e9ger d’une phase de demande plus faible et d’un\u00a0climat politique instable<\/strong>.<\/p>\n

Tesla, qui jusqu’\u00e0 r\u00e9cemment menait la course \u00e0 l’\u00e9lectrique avec des marges et des volumes records, se trouve maintenant \u00e0 \u00eatre le maillon faible d’une cha\u00eene qu’elle a contribu\u00e9 \u00e0 construire. Et Panasonic, qui avec Tesla a construit une alliance industrielle d\u00e9cisive pour le succ\u00e8s de l’e-mobilit\u00e9, en paie aujourd’hui les cons\u00e9quences.<\/p>\n

La source:Le ralentissement de Tesla met en pause les plans de Panasonic<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

13 Jul<\/p>\n","protected":false},"author":12,"featured_media":20233,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[795],"tags":[],"class_list":["post-20232","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites-industrielles"],"yoast_head":"\nLe ralentissement de Tesla met en pause les plans de Panasonic - \u660c\u8467\u80a1\u4efd\u6709\u9650\u516c\u53f8<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/battery9999.com\/fr\/le-ralentissement-de-tesla-met-en-pause-les-plans-de-panasonic\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Le ralentissement de Tesla met en pause les plans de Panasonic - \u660c\u8467\u80a1\u4efd\u6709\u9650\u516c\u53f8\" \/>\n<meta property=\"og:description\" content=\"13 Jul\" \/>\n<meta property=\"og:url\" content=\"https:\/\/battery9999.com\/fr\/le-ralentissement-de-tesla-met-en-pause-les-plans-de-panasonic\/\" \/>\n<meta property=\"og:site_name\" content=\"\u660c\u8467\u80a1\u4efd\u6709\u9650\u516c\u53f8\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-22T01:12:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/battery9999.com\/wp-content\/uploads\/2025\/07\/2025-07-22_091005.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"678\" \/>\n\t<meta property=\"og:image:height\" content=\"433\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"DPC\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"DPC\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/battery9999.com\/fr\/le-ralentissement-de-tesla-met-en-pause-les-plans-de-panasonic\/\",\"url\":\"https:\/\/battery9999.com\/fr\/le-ralentissement-de-tesla-met-en-pause-les-plans-de-panasonic\/\",\"name\":\"Le ralentissement de Tesla met en pause les plans de Panasonic - 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