Tesla is looking to find more suppliers that will manufacture its 4680 battery cell in China, with reports that the automaker is already negotiating with several battery companies in the country, according to Chinese media outlets.
Tesla unveiled its 4680 battery cell in September 2020, aiming to create an EV battery capable of more range and power and a longer life span. Tesla has reportedly been producing the cell at a facility near its Fremont plant in Northern California known as Kato Road. Tesla has not yet deployed the cells in vehicles that customers own, the company has said. The first vehicles to utilize the new 4680 cells will be the vehicles built at Tesla’s upcoming factories in Berlin or Austin, Texas.
Tesla debuts new 4680 battery cell: 500% more energy, 6X power, range increase
Because Tesla is working to deploy the cells in some of its most popular vehicles, like the Model Y, it is attempting to secure manufacturing contracts for the 4680 battery now, so it is available later. Tesla was eyeing contracts with Samsung SDI and LG Energy Solutions for 4680 production, according to a report from The Korea Herald in mid-July, with suppliers Panasonic and CATL likely already lined up for manufacturing efforts.
A new report from Chinese media site 36 Krypton indicated that Tesla is now eyeing Ningde Times, LG Chem, and Yiwei Lithium Energy for contracts that would allow for 4680 cell production. A person familiar with the matter said the negotiations are in the early stages, and mass production will begin in 2023.
Tesla’s 4680 battery cell pilot production line hits 70-80% yield: report
Yiwei is known for its LFP battery technology, which Tesla uses in the Chinese and European regions. However, it introduced the pack to the North American market for the Model 3 last week. Director of Basic Materials and Technology Research for Yiwei, Ji Yajuan, said that the company had deployed two major models of 4680 and 4695, with plans for the batteries to be promoted into the market gradually after 2023.
More companies are reaching out to Tesla for the opportunity to lock in a 4680 contract (via 36 Krypton):
“A source revealed to 36Kr that Ningde Times, LG Chem, etc. are also negotiating 4680 battery cooperation with Tesla in China, and BAK Battery, which has always adhered to the cylindrical route, has also taken the initiative to find Tesla.”
Tesla’s production of the 4680 battery cells at Kato Road will likely fill the company’s supply sheet for the foreseeable future. The plan has been to transfer cells from Northern California to Berlin and Texas when the plants are ready to begin production. Until then, Tesla will likely continue to line up suppliers as its production and delivery figures near 1,000,000 units annually for the first time in company history.
Don’t hesitate to contact us with tips! Email us at tips@teslarati.com, or you can email me directly at joey@teslarati.com.
News
Tesla Full Self-Driving gets latest bit of scrutiny from NHTSA
The analysis impacts roughly 3.2 million vehicles across the company’s entire lineup, and aims to identify how the suite’s degradation detection systems work and how effective they are when the cars encounter difficult visibility conditions.
The National Highway Traffic Safety Administration (NHTSA) has elevated its probe into Tesla’s Full Self-Driving (Supervised) suite to an Engineering Analysis.
The analysis impacts roughly 3.2 million vehicles across the company’s entire lineup, and aims to identify how the suite’s degradation detection systems work and how effective they are when the cars encounter difficult visibility conditions.
The step up into an Engineering Analysis is often required before the NHTSA will tell an automaker to issue a recall. However, this is not a guarantee that a recall will be issued.
🚨 The NHTSA said it was upgrading a probe into Tesla’s Full Self-Driving (Supervised) platform to an “engineering analysis”
It will examine 3.2 million vehicles and aims to determine its effectiveness in evaluating degraded road conditions pic.twitter.com/2dkrv1mR8o
— TESLARATI (@Teslarati) March 19, 2026
The NTHSA wants to examine Tesla FSD’s ability to assess road conditions that have reduced visibility, as well as detect degradation to alert the driver with sufficient time to respond.
The Office of Defects Investigation (ODI) will evaluate the performance of FSD in degraded roadway conditions and the updates or modifications Tesla makes to the degradation detection system, including the timing, purpose, and capabilities of the updates.
Tesla routinely ships software updates to improve the capabilities of the FSD suite, so it will be interesting to see if various versions of FSD are tested. Interestingly, you can find many examples from real-world users of FSD handling snow-covered roads, heavy rain, and single-lane backroads.
However, there are incidents that the NHTSA has used to determine the need for this probe, at least for now. The agency said:
“Available incident data raise concerns that Tesla’s degradation detection system, both as originally deployed and later updated, fails to detect and/or warn the driver appropriately under degraded visibility conditions such as glare and airborne obscurants. In the crashes that ODI has reviewed, the system did not detect common roadway conditions that impaired camera visibility and/or provide alerts when camera performance had deteriorated until immediately before the crash occurred.”
It continues to say in its report that a review of Tesla’s responses revealed additional crashes that occurred in similar environments showed FSD “did not detect a degraded state, and/or it did not present the driver with an alert with adequate time for the driver to react. In each of these crashes, FSD also lost track of or never detected a lead vehicle in its path.”
The next steps of the NHTSA Engineering Analysis require the agency to gather further information on Tesla’s attempts to upgrade the degradation detection system. It will also analyze six recent potentially related incidents.
The investigation is listed as EA26002.
Elon Musk
SpaceX’s Starship V3 is almost ready and it will change space travel forever
SpaceX is targeting April for the debut test launch of Starship V3 “Version 3”
SpaceX is closing in on one of the most anticipated rocket launches in history, as the company readies for a planned April test launch and debut of its next-gen Starship V3 “Version 3”.
The latest iteration of Starship V3 has a slightly taller Super Heavy booster and Starship upper stage than their predecessors, and produce stronger, more efficient thrust using SpaceX’s upgraded Raptor 3 engines. V3 also features increased propellant capacity, targeting a total payload capacity of over 100 tons to low Earth orbit, compared to around 35 tons for its predecessor. With Musk’s lifelong aspiration to colonize Mars one day, the increased payload capacity matters enormously, because Mars missions require moving massive amounts of cargo, fuel, and eventually, people. But the most critical upgrade may be orbital refueling. SpaceX’s entire deep space architecture depends on moving large amounts of propellant in space, and having orbital refueling capabilities turn Starship from just a rocket into a true transport system. Without it, neither the Moon nor Mars is reachable at scale.
Initial Super Heavy V3 and Starbase Pad 2 activation campaign complete, wrapping up several days of testing that loaded cryogenic fuel and oxidizer on a V3 vehicle for the first time. While the 10-engine static fire ended early due to a ground-side issue, we saw successful… pic.twitter.com/uHGji17srv
— SpaceX (@SpaceX) March 18, 2026
A fully reusable Starship and Super Heavy, SpaceX aims to drive marginal launch costs down and at a tenfold reduction compared to current market leaders. To put that in perspective, getting a kilogram of cargo to orbit today costs thousands of dollars. Bring that number down far enough and space stops being an exclusive domain. That price point unlocks mass deployment of satellite constellations, large-scale science payloads, and affordable human transport beyond Earth orbit. It also means the Moon stops being a destination we visit and starts being one we inhabit.
NASA expects Starship to take off for the Moon’s South Pole in 2028, with the ultimate goal of establishing a permanently crewed science station there. A successful V3 flight this spring keeps that timeline alive. As for Mars, Musk has shifted focus toward building a self-sustaining city on the Moon first, arguing that the Moon can be reached every 10 days versus Mars’s 26-month alignment window. Mars remains the horizon, but the Moon is the proving ground.
Elon Musk hasn’t been shy with hyping the upcoming Starship V3 launch. In a social media post on Wednesday, he confirmed the first V3 flight is getting closer to launch. SpaceX also announced its initial activation campaign for V3 and Starbase Pad 2 was complete, wrapping up several days of cryogenic fuel testing on a V3 vehicle for the first time. The countdown is on. April can’t come soon enough.
Cybertruck
Tesla Cybertruck gets long-awaited safety feature
Tesla has announced the rollout of its innovative anti-dooring protection feature to the Cybertruck via the 2026.8 software update.
Tesla is rolling out a new and long-awaited feature to the Cybertruck all-electric pickup, and it is a safety addition geared toward pedestrian and cyclist safety, as well as accidents with other vehicles.
Tesla has announced the rollout of its innovative anti-dooring protection feature to the Cybertruck via the 2026.8 software update.
This safety enhancement uses the vehicle’s existing cameras to detect approaching cyclists, pedestrians, or vehicles in the blind spot while parked. Upon attempting to open a door, if a hazard is detected, the system activates: the blind spot indicator light flashes, an audible chime sounds, and the door will not open on the initial button press.
Drivers must wait briefly and press the button again to override, providing crucial seconds to avoid an accident.
Anti-dooring protection now rolling out to @Cybertruck
This feature comes standard on every new Model 3, Model Y & Cybertruck – using cameras to delay door opening if a cyclist, pedestrian or other vehicle is detected approaching in your blind spot
— Tesla North America (@tesla_na) March 17, 2026
The feature, also known as Blind Spot Warning While Parked, comes standard on every new Model 3 and Model Y, and is now extending to the Cybertruck. Leveraging Tesla’s vision-based system without requiring new hardware, it represents a cost-effective software solution that builds on community suggestions dating back to 2018.
This technology addresses the persistent danger of “dooring,” where a driver opens a car door into the path of a passing cyclist or pedestrian.
Tesla implemented this little-known feature to make its cars even safer
Dooring incidents are alarmingly common in urban environments.
According to Chicago data, in 2011 alone, there were 344 reported dooring crashes, accounting for approximately 20 percent of all bicycle crashes in the city, nearly one incident per day.
While numbers have fluctuated (dropping to 11 percent in 2014 before rising again), dooring consistently represents 10-20 percent of bike-related crashes in major cities.
A national analysis of emergency department data estimates over 17,000 dooring-related injuries treated in the U.S. over a decade, with many involving fractures, contusions, and head trauma, particularly affecting upper extremities.
By automatically intervening, Tesla’s system not only protects vulnerable road users but also safeguards its owners from potential liability and enhances overall road safety.
As cities promote cycling for sustainable transport, features like this demonstrate how advanced driver assistance and camera systems can evolve beyond highway driving to everyday urban scenarios.
Enthusiastic responses on social media highlight appreciation for the proactive safety measure, with some calling for broader rollout to older models where hardware permits. Tesla continues to push the boundaries of vehicle safety through over-the-air updates, making its fleet smarter and safer over time.