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.
Tesla has reached a key milestone by scaling up production of its dry electrode battery technology, a move that promises to reduce costs and boost efficiency in electric vehicle manufacturing. Elon Musk hailed the achievement as a major breakthrough on social media. This innovation builds on patents acquired from Maxwell Technologies in 2019.
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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.
Researchers at the Massachusetts Institute of Technology have announced a breakthrough in battery technology that extends the lifespan of lithium-ion batteries by a factor of ten. The innovation, detailed in a study published on October 3, 2025, uses a novel solid-state electrolyte to achieve up to 5,000 charge cycles without significant degradation. This advancement could transform energy storage for electric vehicles and renewable energy systems.
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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.