[omarforgotpwd]

Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier. Typical sloppy reporting from Electrek.

[mysecretaccount]

> Tesla is actually starting to make cathodes in house via a dry process, which is why they are no longer buying cathode material from this supplier.

The latter part of this is speculative. Tesla may have begun shipping dry cathodes but it isn't clear that they're capable of matching the former third-party volume. Tesla would absolutely need the additional 4680 volume if Cybertruck sales were meeting their original projections (as opposed to now when they are ~an order of magnitude lower).

[DustinBrett]

The entire article is speculative.

[omarforgotpwd]

I would say the article is speculative. My statement is based on information given at Tesla's shareholder meeting.

[RataNova]

Vertical integration only makes sense if you're actually ramping output

[rconti]

I think the missing information here is whether there are plans to put the 4680 in vehicles that sell well.