Doing a quick bit of searching based on the 4680 makes me think that there has been or will be a change from NMC811 to LFP chemistry in the 4680, including one article talking about changing to US and European-based in-house manufacturing and reducing dependence on China.

I'm no fan of Tesla, but this looks like the collapse of the contract with the supplier for the battery chemistry they've moved away from, aka "no [more] big deal."

2023 article confirming NMC chemistry: https://iopscience.iop.org/article/10.1149/1945-7111/ad14d0

5/2025 article discussing change to LFP: https://roboticsbiz.com/teslas-4680-lfp-battery-explained-ch...

3/2025 article comparing BYD's LFP and Tesla's NMC/NCM: https://www.sciencedirect.com/science/article/pii/S266638642...

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iknowstuff 3 hours ago | parent [-]

This makes sense but does it make sense to manufacture LFPs as 4680 cylinders instead of rectangular blocks/blades, given https://en.wikipedia.org/wiki/BYD_Blade_battery ?

	▲	ggreer 29 minutes ago \| parent [-]
		Which cell technology to use depends on the application. Tesla actually uses BYD blade batteries in some of their vehicles sold in Europe. The main issue with prismatic cells is that to be safe, they must be made with LFP chemistry, which hurts energy density. LFP is also worse at charging/discharging when cold, though battery management software mostly solves that. Cylindrical cells make sense for higher performance NMC and NCA chemistries, as they can be cooled more easily (coolant lines can run in the voids between cylindrical cells), and any single cell failure is less likely to cascade to other cells. Batteries with cylindrical cells were easier to repair, but nowadays cells are welded together instead of bolted, so that's no longer an advantage.