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Tesla battery supplier feels pressure to expedite US production
As China tariffs linger, Tesla is urging Panasonic to fast-track its Kansas battery plant. The move boosts Tesla’s US supply chain strategy.

Tesla battery supplier Panasonic is feeling pressure to expedite electric vehicle (EV) cell production at its Kansas plant.
Panasonic’s main customer, Tesla, is reportedly urging the battery supplier to step up its game due to growing demand for EV cell production in the United States. The push underscores Tesla’s strategic pivot to bolster U.S.-based battery supply chains during trade challenges.
According to the Financial Times, Panasonic CEO Yuki Kusumi noted that its primary customer is pressing for a faster start at the company’s De Soto, Kansas facility in a Tokyo interview with foreign media. Panasonic’s battery facility in Kansas has been under construction since 2022.
“As we’ve been told by our customer to get Kansas moving quickly, we’re hurrying to do so…There are risks, but we are planning on robust demand for batteries from our main customer as of now,” Kusumi said.
The recent U.S.-China tariff truce eased broader tensions, but left EV battery tariffs untouched. These persistent tariffs, alongside other U.S. measures, appear to be prompting Tesla to lean on Panasonic’s Kansas plant, which is set to boost the company’s U.S. production capacity by 60% by March 2027. Panasonic’s long-standing partnership with Tesla underscores its critical role in the US EV market.
Tesla addressed battery supply concerns in its latest earnings call.
“We’ve been working very hard to expand battery cell production in the US, both with vendors and what Bonnie mentioned earlier with the 4680 program. And we’re also working on moving the upstream supply chain for battery cells to the United States for several years. And that strategy is really starting to pay off now,” said Karn Buhiraj, Tesla VP of Supply Chain.
“As it stands right now, we’re not constrained on battery cell supply for vehicles. The recent tariffs do pose some challenges to Tesla Energy, well, like our CFO mentioned earlier, but it’s something we’ve been anticipating and we should be able to resolve in a timely fashion,” he added.
As Panasonic ramps Kansas operations, Tesla’s pivot to domestic batteries strengthens its resilience against trade barriers, positioning both companies to capitalize on the demand for affordable EVs while navigating a complex tariff landscape.
News
“Worthy of respect:” Six-seat Model Y L acknowledged by Tesla China’s biggest rivals
Tesla China’s biggest competitors seem to be welcoming the impending arrival of the upcoming six-seater.

Tesla’s upcoming launch of the Model Y L in China has drawn praise from the CEOs of rival automakers Nio and Li Auto. While the upcoming extended all-electric crossover has the potential to make a huge impact in the domestic Chinese auto market, some of Tesla China’s biggest competitors seem to be welcoming the impending arrival of the upcoming six-seater.
NIO and Li Auto CEO react
Nio founder, chairman, and CEO William Li responded to Tesla’s announcement on Weibo, stating that with improvements in charging, battery swap infrastructure, and continued innovation in technology and product design, the era of large-space electrified SUVs has fully arrived. He referenced Nio’s sub-brand Onvo and its new L90 SUV as a product born from this shift in the market and encouraged the industry to “power up together,” as noted in a report from CNEV Post.
Li Auto CEO Li Xiang also weighed in, calling the Model Y L a “six-seat pure electric SUV worthy of respect.” He also suggested that consumers interested in vehicles priced between RMB 200,000 and RMB 300,000 should keep an eye on it. He also mentioned his company’s upcoming Li i6, a five-seat all-electric SUV that’s expected to debut in September, as a strong option for buyers not seeking third row seats.
New Model Y L
Tesla confirmed on its official Weibo account that the Model Y L will officially launch in China this fall. The vehicle appeared in China’s MIIT regulatory catalog, which revealed that the Model Y L will feature a longer body and extended wheelbase designed to accommodate its new three-row layout.
The Model Y L measures 4,976 mm in length with a wheelbase of 3,040 mm, compared to the standard five-seat Model Y’s 4,797 mm length and 2,890 mm wheelbase. While Tesla has yet to announce official pricing, industry reports suggest it could be positioned around RMB 400,000. It remains to be seen if the Model Y L will also be produced in the United States and Germany.
Elon Musk
Elon Musk reveals SpaceX’s target for Starship’s 10th launch
Elon Musk has revealed SpaceX’s target timeline for the next Starship launch, which will be the tenth in program history.

Elon Musk has revealed SpaceX’s target timeline for the next Starship launch, which will be the tenth in program history.
Musk says SpaceX is aiming for a timeline of roughly three weeks from now, which would come about ten weeks after the previous launch.
Coincidentally, it would bring the two launches 69 days apart, and if you know anything about Elon Musk, that would be an ideal timeline between two launches.
🚨 Just wanted you to know, Starship 10’s projected test flight date, according to Grok, is August 4.
Starship’s ninth test flight took place on May 27.
August 4 is 69 days after May 27.
Do with that what you will. 🚀 https://t.co/IISpT08rIy
— TESLARATI (@Teslarati) July 16, 2025
SpaceX is coming off a test flight in which it lost both the Super Heavy Booster and the Upper Stage in the previous launch. The Super Heavy Booster was lost six minutes and sixteen seconds into the flight, while SpaceX lost communication with the Ship at 46 minutes and 48 seconds.
Musk is aiming for the tenth test flight to take place in early August, he revealed on X:
Launching again in ~3 weeks
— Elon Musk (@elonmusk) July 14, 2025
This will be SpaceX’s fourth test flight of the Starship program in 2025, with each of the previous three flights bringing varying results.
IFT-7 in January brought SpaceX its second successful catch of the Super Heavy Booster in the chopstick arms of the launch tower. The ship was lost after exploding during its ascent over the Turks and Caicos Islands.
IFT-8 was on March 6, and SpaceX caught the booster once again, but the Upper Stage was once again lost.
The most recent flight, IFT-9, took place on May 27 and featured the first reused Super Heavy Booster. However, both the Booster and Upper Stage were lost.
The Federal Aviation Administration (FAA) hit SpaceX with a mishap investigation for Flight 9 on May 30.
Elon Musk
Elon Musk confirms Tesla is already rolling out a new feature for in-car Grok
Tesla is already making in-car Grok more robust with a simple but effective feature that CEO Elon Musk says is “coming.”

Tesla CEO Elon Musk has confirmed that the company will roll out a new feature for in-car Grok as it is rolling out to vehicles for the first time.
Grok was just recently added as a feature to Tesla vehicles within the past week, but owners are already requesting some small changes to make it more convenient to use.
Tesla debuts hands-free Grok AI with update 2025.26: What you need to know
The first is already on the way, Musk confirmed, as WholeMarsBlog requested a simple, but useful feature for Grok as it is used within Tesla vehicles.
Whole Mars requested that “Hey Grok” be used as a wake word, automatically activating the AI assistant without having to touch any buttons. Musk confirmed it is already in development and on the way to vehicles:
Coming
— Elon Musk (@elonmusk) July 16, 2025
This feature is incredibly similar to that of “Hey Siri” with iPhones and other iOS devices. The phone will recognize your voice and hear that prompt, automatically activating Siri. Apple’s assistant will then perform whatever task it is asked to perform. It’s a simple but effective performance feature.
Grok is already getting its first reviews from owners as it rolls out to owners for the first time. It is a long time coming, too. Tesla has been hinting that Grok would be enabled in the vehicles for a while now, and it just started its initial rollout last week.
After using @grok in my Tesla tonight, I’m insanely impressed.
I honestly went into it a bit skeptical on how useful it would actually be, but I asked it some real genuine questions and it nailed it every time.
Asked it if I take my Tesla to San Francisco next week, where… pic.twitter.com/R0QrK347vi
— Zack (@BLKMDL3) July 16, 2025
Hey @Tesla_Optimus … @grok wants to know if you’re free tonight pic.twitter.com/xXfSkg8M22
— Tesla (@Tesla) July 12, 2025
Grok is available in vehicles with the AMD chip and requires Premium Connectivity or a WiFi connection to use.
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