Tesla has signed an agreement last month with Australia's Syrah Resources, which operates one of the world’s largest graphite mines in the southern African country. It's a unique partnership between an electric vehicle manufacturer and a producer of the mineral that is critical for lithium-ion batteries, according to the news that I read. Tesla will buy the material processed from its plant in Vidalia, Louisiana, and it sources graphite from its mine in Balama, Mozambique. Tesla plans to buy up 80% of what the plant produces about 8,000 tons of graphite annually — starting in 2025. Syrah must prove the material based on Tesla’s standards. (2)
According to other sources, Tesla is changing the battery cell chemistry that it uses in its standard range vehicles. As mentioned above, the new batteries will use a lithium-iron-phosphate (LFP) chemistry rather than nickel-cobalt-aluminum which Tesla will continue to use in its longer-range vehicles. The move is likely a way for Tesla to increase profit margins on its cars, while not necessarily having to raise prices. In fact, Tesla is already making vehicles with LFP chemistry at its factory in Shanghai, and the top producers of these types of battery cells are CATL and BYD. Tesla is already procuring batteries from CATL, Tesla sells those cars in China, the Asia-Pacific region, and Europe. (3)
New 4680 Battery has a much longer driving range:
1. https://nypost.com/2021/12/24/tesla-explodes-after-mechanics-charge-man-23k-for-new-battery/
2. https://www.msn.com/en-us/news/world/tesla-inks-deal-to-get-key-battery-component-outside-china/ar-AASPwKE?ocid=BingNewsSearch
3. https://www.cnbc.com/2021/10/20/tesla-switching-to-lfp-batteries-in-all-standard-range-cars.html
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