4680 battery
Tesla supplier slashes battery contract by 99% amid Cybertruck woes
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South Korean battery material supplier L&F Co. has reduced the value of its 2023 supply contract with Tesla from $2.9 billion to just $7,386, citing changes in supply quantity. The deal involved high-nickel cathode materials for Tesla's 4680 battery cells, primarily used in the Cybertruck. This move highlights ongoing demand challenges for the electric pickup truck.
Following the recent resumption of 4680 cell production for Model Y vehicles, Tesla has confirmed achieving a key manufacturing milestone: full dry-electrode processing for both anode and cathode components. VP Bonne Eggleston highlighted the breakthrough on X, enhancing supply chain resilience amid trade tensions, as noted in the Q4 and FY 2025 update.