FATHOM
Meeting Purpose Explore collaboration opportunities between Lithium 
Battery Co and Panasonic Energy for domestic battery cell manufacturing 
and pack assembly in the US. Key Takeaways - Panasonic's Kansas facility 
focuses on 21700 cylindrical cells with high-nickel chemistry, ramping 
up to 32 GWh capacity by 2027 - Lithium Battery Co has 43,000 sq ft 
manufacturing space in Tampa, FL with automated lines for prismatic and 
cylindrical cells, capable of defense and commercial applications - Both 
companies qualify for 45X Advanced Manufacturing Credit; potential for 
1-2.5M 21700 cells order from Lithium Battery Co in 2026 - Next steps: 
Sign NDA, share detailed cell specs and demand projections, explore 
Panasonic's pack manufacturing capabilities Topics Panasonic's US 
Manufacturing Capabilities - Kansas facility focusing on 21700 
cylindrical cells with high-nickel chemistry - Currently ramping up, 
aiming for 32 GWh capacity by 2027 - No prismatic or LFP cells planned 
for US production - Publicly announced customers include Tesla and Lucid 
- Facility will employ ~4,000 people when fully operational Lithium 
Battery Co's Facilities and Capabilities - 43,000 sq ft manufacturing 
space in Tampa, FL (FTZ zone) - 5 automated assembly lines: prismatic, 
large/small cylindrical, individual lines for R&D - Capable of producing 
battery modules, portable power stations, and custom solutions - Strong 
focus on defense contracts, UAVs, and energy storage systems - Exploring 
battery recycling and second-life battery repurposing Market Demand and 
Collaboration Opportunities - Lithium Battery Co interested in 1-2.5M 
21700 cells for 2026, primarily for defense applications - Potential for 
Lithium Battery Co to act as contract manufacturer for Panasonic's 
overflow - Both companies qualify for 45X Advanced Manufacturing Credit 
- Lithium Battery Co expanding, aiming to employ 1,500 people in the 
next few years Supply Chain and Raw Materials - Panasonic sourcing raw 
materials from overseas, moving away from China - Focus on FIAC 
compliance and future plans to source from North America Product Range 
and Availability - Panasonic produces 18650 and 4680 cells in Japan 
(non-FIAC compliant) - No prismatic or pouch cells in Panasonic's 
portfolio - Potential availability of US-made 21700 cells for Lithium 
Battery Co by end of 2026 Next Steps - Panasonic to send template NDA 
for review and signing - Share non-NDA presentations and capability 
statements - Once NDA is in place, discuss detailed cell specifications 
and demand projections - Panasonic to inquire about pack manufacturing 
team's portfolio and potential spillover projects - Explore potential 
for Lithium Battery Co to support Panasonic's manufacturing needs
FATHOM 
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Meeting with Lithium Battery Co

Meeting w/ Panasonic Energy
October 02, 2025 • 26 mins • View Meeting 
<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&utm_campaign=postmeetingsummary&utm_content=view_recording_link&utm_medium=email> 
or Ask Fathom 
<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=ask_fathom&utm_campaign=postmeetingsummary&utm_content=ask_fathom&utm_medium=email> 


Action Items ✨
	
	
Inquire internally re pack manufacturing team capacity for potential 
spillover projects 
<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=987.9999&utm_campaign=postmeetingsummary&utm_content=action_item&utm_medium=email> 

Xavier Curiel

	
	
Send Panasonic NDA template to Jordan 
<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1515.9999&utm_campaign=postmeetingsummary&utm_content=action_item&utm_medium=email> 

Xavier Curiel

	
	
Share non-NDA Panasonic Energy overview presentation with Jordan 
<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1527.9999&utm_campaign=postmeetingsummary&utm_content=action_item&utm_medium=email> 

Xavier Curiel

	
	
Share Lithium Battery Co capability statement with Xavier 
<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1536.9999&utm_campaign=postmeetingsummary&utm_content=action_item&utm_medium=email> 

Jordan Wroblewski

Meeting Summary ✨


    Meeting Purpose

Explore collaboration opportunities between Lithium Battery Co and 
Panasonic Energy for domestic battery cell manufacturing and pack 
assembly in the US.


    Key Takeaways

  *

    Panasonic's Kansas facility focuses on 21700 cylindrical cells with
    high-nickel chemistry, ramping up to 32 GWh capacity by
    2027<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=236.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Lithium Battery Co has 43,000 sq ft manufacturing space in Tampa, FL
    with automated lines for prismatic and cylindrical cells, capable of
    defense and commercial
    applications<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=470.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Both companies qualify for 45X Advanced Manufacturing Credit;
    potential for 1-2.5M 21700 cells order from Lithium Battery Co in
    2026<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1044.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Next steps: Sign NDA, share detailed cell specs and demand
    projections, explore Panasonic's pack manufacturing
    capabilities<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1445.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>



    Topics


      Panasonic's US Manufacturing Capabilities

  *

    Kansas facility focusing on 21700 cylindrical cells with high-nickel
    chemistry<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=236.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Currently ramping up, aiming for 32 GWh capacity by
    2027<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=289.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    No prismatic or LFP cells planned for US
    production<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=236.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Publicly announced customers include Tesla and
    Lucid<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=331.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Facility will employ ~4,000 people when fully
    operational<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=426.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>



      Lithium Battery Co's Facilities and Capabilities

  *

    43,000 sq ft manufacturing space in Tampa, FL (FTZ
    zone)<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=502.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    5 automated assembly lines: prismatic, large/small cylindrical,
    individual lines for
    R&D<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=522.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Capable of producing battery modules, portable power stations, and
    custom
    solutions<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=556.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Strong focus on defense contracts, UAVs, and energy storage
    systems<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=681.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Exploring battery recycling and second-life battery
    repurposing<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=792.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>



      Market Demand and Collaboration Opportunities

  *

    Lithium Battery Co interested in 1-2.5M 21700 cells for 2026,
    primarily for defense
    applications<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=884.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Potential for Lithium Battery Co to act as contract manufacturer for
    Panasonic's
    overflow<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=630.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Both companies qualify for 45X Advanced Manufacturing
    Credit<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1044.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Lithium Battery Co expanding, aiming to employ 1,500 people in the
    next few
    years<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1087.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>



      Supply Chain and Raw Materials

  *

    Panasonic sourcing raw materials from overseas, moving away from
    China<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1174.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Focus on FIAC compliance and future plans to source from North
    America<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1174.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>



      Product Range and Availability

  *

    Panasonic produces 18650 and 4680 cells in Japan (non-FIAC
    compliant)<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1351.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    No prismatic or pouch cells in Panasonic's
    portfolio<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1383.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Potential availability of US-made 21700 cells for Lithium Battery Co
    by end of
    2026<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1243.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>



    Next Steps

  *

    Panasonic to send template NDA for review and
    signing<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1526.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Share non-NDA presentations and capability
    statements<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1526.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Once NDA is in place, discuss detailed cell specifications and
    demand
    projections<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1445.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Panasonic to inquire about pack manufacturing team's portfolio and
    potential spillover
    projects<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=1492.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


  *

    Explore potential for Lithium Battery Co to support Panasonic's
    manufacturing
    needs<https://fathom.video/share/9yTsHLz5UXxdG1qMv6kPMW6tms23iwyu?tab=summary&timestamp=630.0&utm_campaign=postmeetingsummary&utm_content=summary_item&utm_medium=email>


View Meeting → 
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