zcela "vyjimecne" se dalsi vize se nenaplnila....
A major link in Tesla’s 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced today (29.12.25) 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.
In early 2023, L&F announced a $2.9 billion contract to supply high-nickel cathode materials directly to Tesla.
At the time, the industry saw this as a major move by Tesla to secure materials for its ramp-up of the 4680 battery cell, which Elon Musk had touted as the key to halving battery costs and enabling cheaper electric vehicles, a plan he later scrapped.
Right now, Tesla’s Cybertruck is the only vehicle using the automaker’s own 4680 cells.
In a regulatory filing today, L&F revealed that the contract’s value has been written down to just $7,386.
No, that is not a typo. $2.9 billion to roughly $7,400.
From Battery Day we were supposed to have:
- A standardized 4680 cell format for Tesla vehicles produced not just by Tesla but by all of their other battery suppliers (LG, Panasonic, CATL, etc.)
- Cars with 54% more range
- 56% reduction in $/kWh at the vehicle level
- A Model S Plaid Plus with over 520 miles of range
- A $25k passenger car
None of those have happened.
trosku sme si zaprehaneli a ted je na case, bajecny humanoidni robot, tesla roadster na nezapomenutelne aprilove predvadecce a pristani ma marsu, jiz brzy....