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An analytical commentary examines Elon Musk's aggressive vertical integration across Tesla, SpaceX, and xAI. It highlights essential suppliers like Nvidia, TSMC, and ASML that possess irreplaceable m…
Cathie Wood cited Tesla's engineering ability to bypass supply constraints as an analogy for why ARK Invest avoids high-bandwidth memory (HBM) chipmakers like Micron and SK Hynix, arguing AI chip des…
Tesla has retracted its notice to terminate a graphite supply agreement with Syrah Resources after the miner successfully demonstrated its ability to produce conforming battery anode materials. This …
Syrah Resources has resolved a default dispute regarding graphite anode material supply with Tesla. Tesla has withdrawn its intent to terminate the contract, though final qualification of the materia…
Tesla has retracted its notice to terminate a graphite supply agreement with Syrah Resources after the miner successfully demonstrated its ability to produce conforming battery anode materials. This …
Tesla has retracted its plan to cancel a graphite supply agreement with Syrah Resources. The decision follows Syrah's demonstrated progress in addressing previous default concerns, ensuring the conti…
Tesla has retracted its notice to terminate the offtake agreement with Syrah Resources after the company made progress in producing compliant Active Anode Material. While the deal remains active, Tes…
Syrah Resources has resolved a default notice from Tesla regarding the supply of graphite for EV batteries. Tesla withdrew its intent to terminate the deal after confirming that Syrah's Vidalia facil…
Tesla signs a $4.3 billion deal with LG Energy Solution to build a US-based lithium iron phosphate battery factory, reducing reliance on China and expanding energy storage production starting in 2027.
Tesla and LG Energy Solution will build a $4.3 billion LFP battery plant in Michigan, starting production in 2027, aiming to reduce China's supply reliance amid Tesla's recent stock decline over sale…
Tesla and LG Energy Solution agreed to build a $4.3 billion LFP battery plant in Michigan, boosting domestic supply for Tesla's Megapack energy systems and reducing reliance on Chinese imports, with …
Pegatron, supplier to Apple, Microsoft, and Tesla, reports no immediate impact from Middle East conflict but warns of potential oil supply disruptions. GlobalWafers confirms stable semiconductor mate…
Tesla and Syrah Resources extend the graphite supply agreement deadline to March 16, 2026 amid concerns over material specifications, raising uncertainty around Tesla's supply chain.
China’s Xusheng Group secured a $1.12 billion eight-year auto parts contract starting 2026 with a North American automaker, likely Tesla, amid US-China trade tensions and Tesla’s cautious supplier re…
China cuts import tariffs on lithium battery scrap to boost recycling, potentially lowering costs for Tesla’s supply chain amid ongoing operational challenges and stricter material standards.
Tesla's supplier drastically slashed a long-term battery materials contract by 99%, reflecting Cybertruck delays and changes in EV demand, undermining near-term supply chain expectations.
Tesla reaffirms commitment to Chinese suppliers based on technical strength despite geopolitical tensions, highlighting challenges in unwinding China-based supply chains and maintaining its Shanghai …
Stifel raised Tesla's price target as Tesla launched a robo-taxi service in Austin, boosting stock amid optimism over autonomous driving and supply chain improvements.
Tesla plans to replace Chinese-made parts in U.S.-built vehicles due to escalating trade tensions, shifting production to Mexico or Southeast Asia to avoid tariffs and maintain EV tax credit eligibil…
Syrah Resources obtained an $8.5m loan to support graphite operations, extended the Tesla offtake agreement cure date to early 2026, amid concerns about material qualification and potential contract …