A massive $2.9 billion deal around the Cybertruck's 4680 battery implodes as a supplier posts an incredible 99% write-down worth billions.

Tesla is no longer the volume leader in the market it helped create, and BYD is no longer the underdog that rivals once dismissed. As investors, policymakers, and drivers absorb that reversal, the question is not whether BYD has overtaken Tesla,

Tesla's Cybertruck requires 4680-format battery cells. But who needs Cybertrucks? Suppliers, for example in Korea, have to bear the brunt.

A Cybertruck demo deal turned into a legal threat after Tesla allegedly tried to force a buyer into accepting a 16-mile truck with a "refurbished" replacement battery pack.

A modern Tesla won’t leave you stranded even when the battery runs out. Here’s how far it can go when that happens.

A major link in Tesla’s 4680 battery supply chain has just snapped. South Korean battery material supplier L&F Co.

South Korean battery material maker L&F said on Monday the value of its 2023 supply deal with Tesla has shrunk to US$7,386 from an earlier projection of $2.9 billion

Tesla Cybertruck looks doomed as Tesla announced a critical supplier that the value of a contract for 4680 battery cell materials will be cut by 99%

For the entire year, the decline looks slightly better with a drop of 8.6 percent year over year. That means Tesla sold 1,636,129 cars in 2025, 153,097 fewer than it managed in 2024. Which in turn is more than it managed to shift in 2023.

Tesla slashes battery contract amid weak Cybertruck demand. Explore market impact, 4680 battery challenges, and future EV trends.

BYD said it sold 2.25 million battery-powered EVs in 2025, while Tesla said it sold 1.64 million over the same period.

The shift is most visible in models using Lithium Iron Phosphate cells, where both automakers and independent experts now say that charging to 100% is not abuse, it is maintenance. Understanding why that is true,