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Wednesday, December 31, 2025
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. |
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More Alternate links: Google News | Twitter For years, we've been told that the 4680 cell was the "holy grail" that would allow Tesla to produce a $25,000 electric car. But five years after Battery Day, the cells are still reportedly difficult to manufacture at scale due to the dry electrode process, and their only application is a low-volume pickup truck that has become a commercial failure. Comments
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