Tesla is in talks to invest approximately $2,9 billion in acquiring equipment for the manufacture of photovoltaic cells and modules from Chinese suppliers, according to Reuters.
This move is part of the company's strategy, led by Elon Musk, to install up to 100 GW of solar manufacturing capacity in the United States by the end of 2028, with production based on raw materials processed domestically.
In January of this year, Musk stated that solar energy had the potential to fully meet the electricity demand in the United States, including the growing consumption of data centers – a segment that has been putting pressure on the electrical system with increasingly intensive loads.
Indications of this expansion also appear in job openings at Tesla, which explicitly mention the plan to structure a robust solar production chain in North America.
Among the potential suppliers, Suzhou Maxwell Technologies stands out as one of the leading candidates. The company is one of the world's largest manufacturers of screen printing equipment used in the production of solar cells.
According to sources cited by Reuters, the company is already seeking authorization from the Chinese Ministry of Commerce to enable exports. Other companies that may join the supply chain include Shenzhen SC and Laplace Renewable Energy.
There is still no clarity on the total volume of equipment that will require regulatory approval, nor the timeframe needed for its release.
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