The Tesla “battery day” presentation is almost here, set to take place tomorrow after being rescheduled from April due to the coronavirus pandemic. But with just hours to go until the company reveals something — the expectation is that it has developed at least one new type of battery cell that could help it stay ahead of growing EV competition — Elon Musk has some news.

We intend to increase, not reduce battery cell purchases from Panasonic, LG & CATL (possibly other partners too). However, even with our cell suppliers going at maximum speed, we still foresee significant shortages in 2022 & beyond unless we also take action ourselves.

— Elon Musk (@elonmusk) September 21, 2020

According to Musk, “what we announce will not reach serious high-volume production until 2022,” and this will have implications for its Semi, Cybertruck and Roadster. He also went on to say that the company plans to increase battery cell purchases from partners like Panasonic and LG, but indicating the company will take action to avoid shortages in the future, a possible hint to ward getting into cell manufacturing itself. We’ll find out exactly what that means when the presentation occurs tomorrow, with the Annual Meeting of Stockholders and Battery Day event scheduled to start at 4:30PM ET / 1:30PM PT.

According to the email, battery and powertrain production will take place at the Tesla Gigafactory in Nevada. Other work will most likely take place in other states, Musk said. Though, he didn’t reveal which states or when production will ramp up.

Earlier this year, Tesla said the Semi would arrive in 2021, not 2019 as originally planned. Ramping up production now could fit into that timeline.

Regardless of when or where the Tesla Semi is produced, it will likely face competition from Nikola, which plans to sell both electric and hydrogen big rigs. As Reuters points out, Musk’s email arrived shortly after Nikola Corp. began trading on the NASDAQ and saw its share prices more than double. There’s plenty of other electric-semi competition from companies like Daimler and Cummins, too.

Meanwhile, Tesla is also scouting new locations for Model Y and Cybertruck production. Tesla previously said it might build a third US factory in Austin or Tulsa. Musk has also threatened to move the company’s headquarters to Nevada or Texas.

Among the anecdotes revealed during Musk’s speech or in response to questions from investors, we heard that Tesla plans for the Model Y crossover to be “vegan” and free of animal products like leather, even though making a heated steering wheel without it has been tough. Of course, the Model Y is just one of several products in the pipeline, and along with the Tesla Semi, the CEO mentioned Tesla’s pickup truck project.

The company has Ford’s F-150 in its sights (which is probably why Ford is working on electric models of its own), and Musk called it out as a “great truck, and top selling vehicle in the US.” The “Cyberpunk truck” hinted at on a slide is being designed to “meet or exceed an F-150 — if the F-150 can do it then a Tesla truck should be able to do it.” While the Model Y is still on track to launch in 2020, the company hopes to unveil its pickup truck toward the end of this summer.

Finally, in response to one of the last questions of the evening, Elon confirmed the company does have a design for a “submarine car,” that could turn up as a show car at some point, even though the market for such a vehicle would be “small but enthusiastic.”