From Quiver Quantitative:



Tesla’s highly anticipated Cybertruck is facing significant production delays due to challenges with manufacturing its innovative 4680 batteries. The main issue lies in implementing Tesla’s novel dry-coating technology, particularly for the cathode, a method crucial for reducing battery costs and environmental impact. The production rate at Tesla’s Giga Texas factory is far below what is needed for the projected annual production goal of 250,000 vehicles. The bottleneck significantly impacts Tesla’s ambitions to dominate the electric pickup market and competitors like Ford, Rivian, and General Motors are gaining ground while the Cybertruck is waiting in the wings. The article discusses how the situation is exacerbated by the fact that Tesla’s dry-coating process for cathodes isn’t any faster than traditional wet methods and the company faces high scrap rates during production ramp-up. These production challenges have wider implications for Tesla’s entire vehicle lineup, as its ability to meet its ambitious production targets across various models remains uncertain. The article emphasizes the complexities and risks associated with pioneering new manufacturing processes in the rapidly evolving electric vehicle industry.



Original: Tesla’s Cybertruck Production Hindered by Battery Challenges