Tesla is often touted as the automaker with the highest level of de-risked supply chains. Today, we've received another confirmation of this evolving phenomenon via Piper Sandler's Tesla-focused investment note, where the analyst Alexander Potter takes pains to note Tesla's minimal reliance on China for its bespoke 4680 battery cells. For the benefit of those who might not be aware, Tesla's 4680 battery cells are shaped like a cylinder bearing a diameter of 46mm and a height of 80mm. These cells feature a tabless design, where the electrodes span the entire length of a cell's margins, reducing current concentration and […]
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