Tesla’s 4680 battery supply chain collapses as partner writes down deal by 99%

Electrek
By Fred LambertDec 29, 2025, 2:54 pm119 ptsTrending
A major link in Tesla’s 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co. announced today 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…

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