Tesla Supplier Slashes Battery Contract After Cybertruck Delays [Yahoo! Finance]
Tesla, Inc. (TSLA)
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Source: Yahoo! Finance
agreement, underscoring how shifts in vehicle programs and end-market demand could feed back into the EV supply chain. L&F disclosed that a 3.83 trillion won supply contract announced in February 2023 has been revised down to 9.73 million won, citing a change in supply quantity. The reduction, amounting to roughly 99%, reflects how initial volume expectations have been reset as market and production assumptions evolved. Warning! GuruFocus has detected 9 Warning Signs with KGFHF. Is TSLA fairly valued? Test your thesis with our free DCF calculator. The high-nickel cathode material covered by the contract was scheduled for delivery from January 2024 through this month and was intended for Cybertruck batteries, according to a person familiar with the matter. Actual shipments were limited as the Cybertruck's development was repeatedly postponed, while some consumers possibly opted for other Tesla models such as the Model 3 sedan and Model Y sport utility vehicle. The person added th
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News
- L&F Corp slashes value of Cybertruck battery contract with Tesla [Seeking Alpha]Seeking Alpha
- Stock market today: Dow, S&P 500, Nasdaq slide as Nvidia, Tesla fall to start 2025's final week [Yahoo! Finance Canada]Yahoo! Finance Canada
- Stocks Set to Open Lower as Investors Trim Risk at Year-End, Fed Minutes Awaited [Yahoo! Finance]Yahoo! Finance
- Futures Drop As Silver Slides From Record [zero hedge]zero hedge
- Tesla Supplier L&F Cuts Battery Deal as EV Demand Cools [Yahoo! Finance]Yahoo! Finance
TSLA
Earnings
- 10/22/25 - Beat
TSLA
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 4
- 12/9/25 - Form 144
- TSLA's page on the SEC website