Despite a production capacity of 250,000 units per year at Giga Texas, the Cybertruck is currently selling at a run rate of roughly 20,000 to 25,000 units annually.I'm sure sales will pick up soon. Just saw the leaked redesign plans.
A major link in Tesla's 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced today that the value of its massive supply deal with Tesla has been slashed by over 99%, signaling a catastrophic drop in demand for the automaker's in-house battery cells.
South Korea's L&F says value of battery material supply deal with Tesla cut to $7,386 reut.rs/3LbgR3q
-- Reuters (@reuters.com) Dec 29, 2025 at 3:25 AM
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Related ...
Tesla Broadcasts Downbeat Sales Estimates in Unusual Move
finance.yahoo.com
... Tesla Inc. took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting.
The carmaker posted estimates to its website showing analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 440,907 vehicles, an 11% drop. ...
@#8 ... Batteries? We don't care about batteries. Tesla is an AI company .. ...
That seems to be how Wall Street is valuing Tesla, the company.
fwiw ...
Tesla Q4 deliveries fall short of expectations
finance.yahoo.com
... Tesla (TSLA) delivered 418,227 vehicles in the fourth quarter.
That was fewer than the 440,907 that Wall Street was expecting. Roundhill Investments CEO Dave Mazza and Yahoo Finance Senior Reporter Ines Ferr discuss the release. ...
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