The battery split: Tesla distances from China, one cell at a time
In a significant shift within Tesla’s supply chain, the electric vehicle maker is expected to adopt high-energy nickel-cobalt-manganese (NCM) batteries from South Korea’s LG Energy Solution (LGES) for its new rear-wheel-drive (RWD) Model 3 variant, marking a departure from its prior reliance on China’s CATL and its lithium iron phosphate (LFP) cells.