L/electrek.co/2025/12/29/tesla-4680-battery-supply-chain-collapses-partner-writes-down-dea
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Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99% 2025/12/29 14:54
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- URL: https://electrek.co/2025/12/29/tesla-4680-battery-supply-chain-collapses-partner-writes-down-dea/
- Posted: 2025/12/29 06:54 PST (date: 2025/12/29)
- Topics: Tesla, Inc. L&F Co. Tesla, Inc./4680 battery supply chain
- Summary: «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. [..] This is arguably the strongest evidence yet that Tesla’s 4680 program, and the vehicle that relies on it, the Cybertruck, is in serious trouble.»
- source: Electrek
- author: Fred Lambert (profile)