Tesla Plans Four New Batteries in 2026, Including for Robotaxi

FILE PHOTO: A staff member attends to customers inside a Tesla Model Y car at a showroom of the US electric vehicle (EV) maker in Beijing, China, Feb. 4, 2023. REUTERS/Florence Lo/File Photo
FILE PHOTO: A staff member attends to customers inside a Tesla Model Y car at a showroom of the US electric vehicle (EV) maker in Beijing, China, Feb. 4, 2023. REUTERS/Florence Lo/File Photo
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Tesla Plans Four New Batteries in 2026, Including for Robotaxi

FILE PHOTO: A staff member attends to customers inside a Tesla Model Y car at a showroom of the US electric vehicle (EV) maker in Beijing, China, Feb. 4, 2023. REUTERS/Florence Lo/File Photo
FILE PHOTO: A staff member attends to customers inside a Tesla Model Y car at a showroom of the US electric vehicle (EV) maker in Beijing, China, Feb. 4, 2023. REUTERS/Florence Lo/File Photo

Tesla plans to design four new versions of its in-house battery to power the Cybertruck, its forthcoming robotaxi and other electric vehicles, the Information reported on Thursday, citing people with knowledge of its plans.

The Elon Musk-led firm currently sources most of its EV batteries from other companies, including Panasonic Energy and LG Energy but has been trying to ramp up production of its 4680 battery cells in the United States to lower costs and boost margins.

The development of the 4680 battery has been facing troubles, with the company losing 70% to 80% of the cathodes in test production compared with conventional battery makers, which lose fewer than 2% of their components to manufacturing defects, the report said.

Cathodes, a key part of the battery, helps in creating energy that propels an EV, Reuters reported.

The company has also been trying to scale production of dry-coated version of the 4680 cells but has been struggling with the speed at which they can make the batteries, Reuters had reported last year.

Tesla is planning to introduce the dry cathodes in Cybertruck batteries by the middle of next year, the Information report said, adding that the company plans to make between 2,000 and 3,000 Cybertrucks a week using the dry-coating technology.

By 2026, Tesla plans to introduce four versions of the 4680 that use the dry cathode, one of which, code-named NC05, will power the robotaxi, according to the report.

The EV maker is expected to unveil its long-awaited robotaxi product next week as it looks to shift its focus to AI-powered autonomous technology amid slowing demand for battery-powered cars.



France, Germany, Sweden Urge EU Battery Sector Push to Avoid China Reliance

Deputy Prime Minister of Sweden Ebba Busch addresses the "Summit of the Future" in the General Assembly Hall at United Nations Headquarters in New York City, US, September 22, 2024. REUTERS/David Dee Delgado/File Photo
Deputy Prime Minister of Sweden Ebba Busch addresses the "Summit of the Future" in the General Assembly Hall at United Nations Headquarters in New York City, US, September 22, 2024. REUTERS/David Dee Delgado/File Photo
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France, Germany, Sweden Urge EU Battery Sector Push to Avoid China Reliance

Deputy Prime Minister of Sweden Ebba Busch addresses the "Summit of the Future" in the General Assembly Hall at United Nations Headquarters in New York City, US, September 22, 2024. REUTERS/David Dee Delgado/File Photo
Deputy Prime Minister of Sweden Ebba Busch addresses the "Summit of the Future" in the General Assembly Hall at United Nations Headquarters in New York City, US, September 22, 2024. REUTERS/David Dee Delgado/File Photo

France, Germany and Sweden called on the incoming European Commission on Thursday to ensure the future of battery production in Europe and avoid relying on China to meet its needs for the green transition.

In a paper released ahead of an EU ministers' meeting to discuss EU competitiveness on Thursday, the three EU members said European battery companies faced common challenges of scaling up in a global playing field that was not level.

The EU needs to cut red tape, speed up approval processes, create better routes to funding and markets for new companies in the sector and allocate more EU funding for the battery industry, they said.

"If we are to succeed with the green transition we need to get the European battery sector flying and taking a proper share of the market," Swedish Industry Minister Ebba Busch told reporters before the meeting in Brussels, Reuters reported.

The issue is acute for Sweden after Northvolt filed for Chapter 11 bankruptcy protection in the United States last week. The Swedish government has repeatedly said it won't invest in Northvolt to save the company, which has been Europe's biggest hope for an electric vehicle battery champion.

Busch said a strong message from Brussels that European battery making had a solid future would increase the chances for Northvolt to secure new capital from other sources.

China has taken a huge lead in powering EVs, controlling 85% of global battery cell production, International Energy Agency data shows. Busch said the European Union needed to learn from its previous reliance on Russian gas and not become dependent again on an economic rival.

"The green transition might end up becoming a Chinese transition in Europe... Just look at solar cell or wind power sector, a lot of that has been taken over by third-country investment," she said.

The new European Commission, which takes over on Dec. 1, plans in its first 100 days to issue an outline of how the bloc can compete economically while meeting its climate targets.

Busch said the three countries behind the paper were calling for improved regulation to promote new projects and conditions to allow companies to scale up.

German state secretary Berhard Kluttig said the EU also needed to look to sources other than China for key raw material inputs.

"There are many options, Australia, Canada and even Europe, we have lithium projects, so it is also important that we focus on these alternative sources for battery materials," he said.