Tesla 4680 Battery Supply Chain Collapses

Thursday, January 01, 2026

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.

Posted by sitzkrieg at 04:30 PM | 10 COMMENTS | permalink

South Korea's L&F says value of battery material supply deal with Tesla cut to $7,386 reut.rs/3LbgR3q

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-- Reuters (@reuters.com) Dec 29, 2025 at 3:25 AM

Comments

More from the cited article ...

... Right now, Tesla's Cybertruck is the only vehicle using the automaker's own 4680 cells.

In a regulatory filing today, L&F revealed that the contract's value has been written down to just $7,386.

No, that is not a typo. $2.9 billion to roughly $7,400. ...

#1 | Posted by LampLighter at 2025-12-31 02:04 PM

... 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. ...

#2 | Posted by LampLighter at 2025-12-31 03:34 PM

No, that is not a typo. $2.9 billion to roughly $7,400. ...

#1 | Posted by LampLighter at 2025-12-31 02:04 PM | Reply | Flag:

Somewhere, a loan officer is being talked out of jumping.

#3 | Posted by sitzkrieg at 2025-12-31 04:51 PM

@#3

Yeah.

#4 | Posted by LampLighter at 2025-12-31 09:58 PM

@#2 ... ... 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. ...

Tesla seems to be having issues of late.

#5 | Posted by LampLighter at 2025-12-31 10:15 PM

Tesla Cyber Truck is the new Ford Edsel.

Doge dat emeffer.

#6 | Posted by Wardog at 2026-01-01 04:50 PM

Batteries? We don't care about batteries. Tesla is an AI company ...
-Elon Musk,formerly an auto builder

#8 | Posted by catdog at 2026-01-01 05:28 PM

Maybe that's because driving a Swasticar get you flipped off and cut off in traffic.

Let's keep at it, don't let the Nazi supporters have any peace on the roads!

#9 | Posted by DarkVader at 2026-01-01 09:39 PM

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.

#10 | Posted by censored at 2026-01-02 10:45 AM

@#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. ...

#11 | Posted by LampLighter at 2026-01-02 01:37 PM

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