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Tesla battery supplier LGES confirms 4680 cell development, posts $3.7B revenue for Q4 2021

Credit: Tesla/YouTube

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LGES told Teslarati that it is working to diversify its cylindrical battery lineup and is developing 4680 batteries. The battery manufacturer did not disclose any client-related matters, specifically regarding 4680 batteries. However, the Korean battery supplier is a confirmed Tesla partner. 

LGES reported a quarterly revenue of KRW 4.44 trillion ($3.7 billion), up 10.2% from the previous quarter. The company’s quarterly revenue growth was attributed to robust demand for pouch and cylindrical battery cells for electric vehicles and small-sized pouch batteries for IT devices. The company also reported a full-year revenue of KRW 17.85 trillion ($14 billion) for 2021, up 42% compared to 2020. 

LGES expects its revenue to reach KRW 19.2 trillion ($16 billion) in 2022, up 8% year-over-year, partly based on steady growth in the EV market. This year the battery supplier plans to steadily expand its manufacturing capacity. In preparation for partner automakers’ new lineup of electric vehicles, LGES will put KRW 6.3 trillion ($5 billion) in capital expenditures, up 58% compared to 2021.

“LG Energy Solution will excel by prioritizing the fundamentals of quality and securing profitability,” said Youngsoo Kwon, CEO of LG Energy Solution. “LGES will continue to move forward with bold investment plans needed in the long run. We are confident our business model of preparing for the future will definitely help us lead the industry.”

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Tesla’s 4680 battery cell supply

At the TSLA Q4 and Full Year 2021 earnings call, Tesla stated that all its partners and suppliers were working on its 4680 form factor

“On the 4680 as a form factor, yes, we’ve engaged with a number of our, you know, partners or suppliers on the form factor, and they’re all working on it. And, you know, they look at it the way we look at it as a way to drive fundamental cost efficiencies in production and also, ultimately, the design of the cell itself to drive the cost down of the cell,” stated Drew Baglino, Tesla’s Senior VP of Powertrain and Energy Engineering, during the last earnings call. 

Baglino also shared that Tesla focused on growing its cell supply alongside its in-house 4680 effort throughout 2021. He added that sales from suppliers exceeded Tesla’s other factory-limiting constraints. Tesla’s Senior VP of Powertrain and Energy Engineering stated that 4680 cells are not a constraint to the company’s 2022 volume plans based on the information it had during the Q4 2021 earnings call. 

Tesla believes the first vehicles with 4680 battery cells could be delivered this quarter. Giga Texas is already building Model Ys with Tesla’s structural battery packs and 4680 cells.

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Below is LG Energy Solution’s Q4 and FY 2021 results.

LG Energy Solution Announces Q4 and FY 2021 Results by Maria Merano on Scribd

The Teslarati team would appreciate hearing from you. If you have any tips, reach out to me at maria@teslarati.com or via Twitter @Writer_01001101.

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Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Tesla pushes back against unfair reporting of accidents

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(Credit: Tesla)

Tesla is pushing back against the unfair reporting of accidents involving its vehicles. Many media outlets were quick to jump to conclusions about a fatal accident involving a Tesla in Katy, Texas, that happened recently.

The driver of the vehicle, which slammed into a brick house and killed a woman inside, stated the car was operating on Autopilot. Tesla CEO Elon Musk and Head of AI Ashok Elluswamy both challenged that claim, with Elluswamy revealing last night that the system was overridden by the driver, who pressed the accelerator pedal “all the way to 100%.”

Tesla finally clarifies fatal Texas crash, confirms driver manually overrode acceleration

The car reached a speed of 73 MPH during the crash, Elluswamy detailed, and stated that the accelerator pedal was even pressed after the crash.

The story has been spread throughout the media with either incomplete or incorrect reporting, with some stories still not updated nearly 24 hours after Musk and Elluswamy posted answers about the crash on X.

The reporting has been a thorn in the side of Tesla for several years. Vehicle accidents involving Teslas are usually reported with the manufacturer’s name in the headline, while other companies are free of criticism when their cars are involved in accidents.

Here’s an example of that:

Many media outlets stated the car was in “self-driving mode” or “Autopilot mode” when the car crashed. The truth is, now that Tesla has chimed in, that the driver had manually overriden the system by pressing the accelerator. Elluswamy commented on the unfair reporting:

“This blatantly irresponsible reporting does more harm to people than they realize.

Using Tesla self-driving is far safer than manual driving, and this was measured over 10B miles.

Planting such FUD in the minds of general public, who might not know the all the facts, might prevent them from using this technology that makes them safer.”

The damage these headlines do to Tesla and the self-driving car movement is unexplainable. Most people do not realize the safeguards that are in place with Tesla’s self-driving functions; many people who have used it know the car would never travel at that speed in a residential area, not even on the most aggressive “Mad Max” setting.

It is important to remember that Tesla Full Self-Driving is not autonomous, and the company never claimed it was. Drivers are still responsible for paying attention and remaining vigilant. They must be able to take over at all times.

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Tesla gets another layer of gamification with Free Supercharging on the line

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Credit: Tesla

Tesla Supercharging is getting yet another layer of gamification, as the company is rolling out a new competition that could win Free Supercharging miles.

Tesla is ramping up its efforts to make vehicle ownership more engaging through gamification. In June 2026, the company announced the 2026 Free Supercharging Competition, building on the Charging Passport feature introduced the previous year. This initiative turns Supercharging into a competitive, collectible adventure while offering substantial real-world incentives.

The Charging Passport, rolled out late last year, functions like a digital travel log or a year-in-review for Tesla owners. These types of things are used by many platforms, including Spotify and Apple Music, which show listeners what type of taste they had for the year.

Accessed in the Tesla App under the ‘Charging’ section, it displays a map of visited Superchargers, key stats, such as total energy charged (kWh), number of unique sites, total charging sessions, top charging day, and miles added. Owners earn collectible Charging Badges in categories, which include:

  • Charging Milestones – for total energy, consecutive weeks of Supercharging, or unique sites visited
  • Iconic Chargers – for Flagship Locations or stations near famous landmarks
  • Special Events – limited-time badges for specific experiences. These badges appear within 24 hours of qualifying activity and provide a fun, shareable recap of an owner’s Supercharging journeys. Milestone progress resets annually, allowing fresh challenges each year

The 2026 contest elevates this gamification by rewarding top performers with lifetime free Supercharging. All Supercharging sessions from January 1 to December 31, 2026, count toward the competition. To participate, owners must enable “Share Charging Data with Tesla App” in vehicle settings and open the 2026 Charging Passport in the app at least once before January 1, 2027.

Nine winners will be selected — three per region (Americas, Asia-Pacific, and EMEA, with some  countries excluded for regulatory reasons) — one in each of three categories:

  • Longest Trip: Longest continuous streak of unique Supercharger locations where each new site is visited within 24 hours of the previous session’s start time
  • Most Unique Supercharger Sites Visited: Highest number of distinct locations
  • Most Energy Supercharged: Highest total in kWh charged at Superchargers

A unique site is defined as shown in the Tesla app or vehicle navigation. Repeat visits during a streak are allowed but do not extend the count. Ties are broken by total energy charged. Ineligible participants include vehicles already receiving free Supercharging, commercial-use vehicles (taxi, rideshare, delivery), Tesla employees and their immediate families, and residents of certain excluded countries.

Winners receive free Supercharging on the winning vehicle for as long as they own or lease it.

This contest is part of Tesla’s broader gamification strategy. The Safety Score has long rewarded safe driving habits with a numerical rating that can influence insurance rates or feature access. The referral program incentivizes owners with credits or free Supercharging months for successful referrals.

In-app statistics, streaks, and community features further encourage engagement. Older third-party apps even awarded “mayor” titles for frequenting specific Superchargers.

By combining digital badges, competitive leaderboards, and high-value rewards, Tesla boosts network utilization, gathers usage data, and fosters deeper owner loyalty. The 2026 Free Supercharging Competition invites enthusiasts to plan epic road trips while turning everyday charging into a rewarding pursuit. With the Passport already proving popular, expect heightened activity across the Supercharger network throughout the year.

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Tesla tops American-Made Index for sixth-consecutive year

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Credit: Tesla

Tesla is atop the American-Made Index from Cars.com for the sixth-straight year, as the Model 3 and Model Y took the top two spots, respectively.

Last year, the Model 3, Model Y, Model S, and Model X took the top four spots, respectively. The company has routinely performed well in the Index. However, Tesla discontinued its flagship Model S and Model X earlier this year, which took the two cars out of the ranking.

Cybertruck is not considered due to its curb weight being above the 8,500-pound threshold, which eliminates it from being required to have more detailed assembly information.

Cars.com uses five main categories to develop its rankings:

  • Location(s) of final assembly
  • Percentage of U.S. and Canadian parts
  • Countries of origin for all available engines
  • Countries of origin for all available transmissions
  • U.S. manufacturing workforce

These five major factors are then put into a 100-point scale. The vehicles with the highest scores sit atop the list. The Model 3 edged out the Model Y.

Tesla uses a strong domestic strategy to build its cars and parts domestically. It relies on intense vertical integration that reduces its dependence on global suppliers, keeping more value and jobs in the United States.

This strategy has helped Tesla gain a strong reputation for domestically produced vehicles and parts. However, it helps it with more than just awards like this one. Keeping a supply chain local has also helped insulate Tesla more than others from tariffs and supply chain disruptions.

This year’s American-Made Index from Cars.com studied nearly 400 vehicles from the 2026 model year. Tesla was the only manufacturer to have an EV inside the Top 10. The Kia EV9 was the next EV to make the list, scoring the 17th position.

The Hyundai IONIQ 5 was 21st, and the final EV to make the list was the Cadillac LYRIQ in 77th.

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