Batteries
Cybertruck Sales Plunge 38% in 2025; L&F Contract Cut Deepens
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Tesla's Cybertruck sales fell 38% in the first nine months of 2025 amid ongoing demand challenges, exacerbating the prior reduction of a $2.9 billion cathode supply deal with L&F to just $7,000. The latest figures underscore production hurdles for the 4680 battery cells and the recent departure of Cybertruck program head Siddhant Awasthi.
Amazon is exploring replaceable batteries for its upcoming Kindle models. The move comes as the company phases out support for older e-readers. It remains unclear if the change will satisfy users of legacy devices.
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Smartphone batteries continue to improve but users still face daily charging needs as power-hungry features grow.
The United States installed a record amount of energy storage capacity in 2025, according to a solar industry report. This milestone advances clean energy infrastructure amid policy challenges from the second Trump administration, as utilities adapt grids to surging electricity demand.
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Chinese electrical equipment companies are boosting their presence in Brazil to compete in the battery market, as the country gears up for large-scale storage systems. A government auction planned for this year is expected to draw billions in investments, targeting 2 GW of capacity. Manufacturers like Sungrow and Huawei have already restructured teams and begun talks with potential clients.
Tesla has published a patent outlining a breakthrough in dry-cathode manufacturing for its 4680 battery cells, potentially slashing production costs. The innovation addresses long-standing challenges in scaling up the process for vehicles like the Cybertruck and Model Y. Published on November 27, 2025, the patent promises to transition from hybrid to fully dry-electrode production.
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Tesla has initiated a marketing campaign for its Megapack battery systems, aimed at hyperscale AI data centers facing power instability. The effort highlights how these utility-scale batteries can mitigate extreme electrical fluctuations during intensive operations. This comes amid rising concerns over grid strain in the U.S. energy sector.
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