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.
During Tesla's latest earnings call, CEO Elon Musk issued a passionate plea for other companies to invest in domestic battery production to mitigate geopolitical risks. He highlighted Tesla's own costly efforts in Texas as a necessary but burdensome step amid fragile global supply chains. Musk warned that firms ignoring these vulnerabilities could face existential threats.
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An upcoming OnePlus smartphone may include the largest battery the company has ever used in a handset. This development comes from recent reports highlighting potential upgrades in battery capacity for the brand's next device.
Scientists at the University of California have unveiled a groundbreaking material that enhances lithium-ion battery performance. The innovation promises to extend the range of electric vehicles and portable devices significantly. Details were published in the journal Nature on September 30, 2025.
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Tesla has signed a long-term agreement with Chinese battery maker EVE Energy to supply lithium iron phosphate (LFP) battery cells. The deal involves EVE building a new factory in Malaysia to support Tesla's electric vehicle production. This move aims to diversify Tesla's battery supply chain amid global expansion efforts.