Aptera has announced that they will be using EVE Energy batteries in their upcoming production car, and the batteries will be produced in San Diego.
As Aptera has moved ever closer to being ready for production, they have been making agreements with several companies who will be supplying their production run, including setting up an agreement with Elaphe Motors for producing in-hub motors in Slovakia. Today, they have announced yet another partnership, this time with EVE Energy, a Chinese battery manufacturer who will be supplying Aptera with batteries made in a San Diego production facility.
Specifically, Aptera has chosen to use EVE’s 21700 NMC 811 cylindrical lithium-ion batteries in its structural battery packs. Aptera Co-CEO Chris Anthony stated, “The decision to move forward with lithium-ion 21700 NMC 811 cylindrical cells enables us to maximize efficiency in Aptera capable of over 1,000 miles of range per charge. As we continue to drive solar mobility forward by designing the most efficient vehicles, this partnership with EVE Energy represents all that our team has accomplished.”
NMC — or Nickel, Manganese, and Cobalt cells — have a high energy density and have been less popular than LFP batteries — or Lithium Iron Phosphate — in recent times. LFP cells utilize more widely available materials due to Tesla’s reputation as a mass-production automaker.
EVE produces a wider range of battery cells, which include Lithium Primary batteries, Li-ion rechargeable Pouch cells, 18650/21700/46950 series cylindrical cells, and large format prismatic LFP/NMC cells. Tesla fans will recognize 18650 and 21700, as those cell formats are utilized in the Model S and Model X, and Model 3 and Model Y, respectively. Tesla is also transitioning Model Y vehicles to the 4680 cell format at Gigafactory Texas.
- Credit: Aptera
- Aptera Luna prototype vehicle (Credit: Aptera)
Anthony goes on to state that efficiency is achieved through the battery’s lightweight design and high energy density.
Looking at the EVE website, the battery is not specifically listed, however, two other batteries are listed similarly. The EVE INR21700/50E and EVE INR21700/40P were the closest to what Aptera described, and EVE advertises the battery’s quick charging time, which will provide 70 percent of range in around 20 minutes, safety, and performance under poor temperature conditions.
EVE is based out of China, but has over 20 offices worldwide, including a Sales office in the United States, and a distribution base in Canada.
For a vehicle like Aptera that claims to be able to be used all year, this will be key in ensuring the best possible experience for customers in poor climate conditions.
Still, no news has been released from Aptera on if they will be able to use the Tesla Connector on their upcoming production vehicle, but many have seemed hopeful that the company’s widely-used charger ,and perhaps charging network, could make its way onto the startup’s vehicle.
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
News
Tesla is making a change to its exterior cameras with a potential upgrade
Tesla appears to be making a change to its exterior side repeater cameras, which are used for the company’s Full Self-Driving suite, and other features, like Sentry Mode.
The change appears to be a potential upgrade in preparation for the AI5 suite, which CEO Elon Musk said will be present on a handful of vehicles next year, but will not be widely implemented until 2027.
Currently, Tesla uses a Sony sensor lens with the model number IMX963, a 5-megapixel camera with better dynamic range and low-light performance over the past iteration in Hardware 3 vehicles. Cameras in HW3 cars were only 1.2 megapixels.
However, Tesla is looking to upgrade, it appears, as Tesla hacker greentheonly has spotted a new sensor model in its firmware code, with the model number IMX00N being explicitly mentioned:
Looks like Tesla is changing (upgrading?) cameras in (some?) new cars produced.
Where as HW4 to date used exterior cameras with IMX963, now they (might potentially) have something called IMX00N— green (@greentheonly) December 1, 2025
Sony has not announced any formal specifications for the IMX00N model, and although IMX963 has been used in AI4/HW4 vehicles, it only makes sense that Tesla would prepare to upgrade these external cameras once again in preparation for what it believes to be the second hardware iteration capable of fully autonomous self-driving.
Tesla has maintained that AI4/HW4 vehicles are capable of self-driving operation, but AI5 will likely help the company make significant strides, especially in terms of overall performance and data collection.
Tesla last updated its exterior cameras on its vehicles back in early 2023, as it transitioned to the 5-megapixel IMX963. It also added additional cameras to its vehicles in January with the new Model Y, which featured an additional lens on the front bumper to help with Full Self-Driving.
Tesla’s new self-driving computer (HW4): more cameras, radar, and more


