Tesla’s 4680 battery supply chain collapses‼️ “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.” Why is that important?

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. #tesla #ElonMusk #fail

https://electrek.co/2025/12/29/tesla-4680-battery-supply-chain-collapses-partner-writes-down-dea/