Tesla Cybertruck deliveries could be affected by bottleneck in battery production, report finds

In Texas, Reuters reported one of the main bottlenecks for Tesla to produce its new Cybertruck vehicle is the speed it can make the 4680 batteries used in the Cybertruck with its new dry-coating technology. Tesla’s Giga Texas factory is currently churning out 4680 battery cells at rate only sufficient to power about 24,000 Cybertrucks a year, or about a 10th of the required output, according to Reuters calculations. Nine people familiar with the mater told Reuters that Tesla had yet to crack dry-coating at the industrial scale needed to make 4680 batteries fast enough to hit its production targets. Tesla’s CEO Elon Musk said in October that Tesla would probably hit an annual production rate of a quarter of a million vehicles at some point during 2025, the report added.

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